| Table of Contents |
|---|
...
If all this sounds like a lot of work, don’t worry – it’s not. Most of this is very straightforward, and we’ll be able to fill in most of the answers in a single sitting (or a single kick-off meeting, if we're working with a team).
Whether our tree-testing plan is simple or more complex, we do recommend:
Collaborating with the team on it, so everyone’s in the loop (and can be involved as they want to be)
Writing it down and sharing it, so that everyone can keep updated as the project moves along (and sometimes changes as it goes). We typically use a project spreadsheet that we fill in as we go, shared in real-time using Google Drive, but the exact tools used matter less than the fact that it’s documented and “lived in” by the team.
Reusing it next time, adding or deleted steps as we go, until we get a process that is tailored to our situation.
A planning questionnaire
When you're planning a tree test, you may find it helpful to use this simple questionnaire to fill in the answers to the questions posed throughout this chapter:
| View file | ||
|---|---|---|
|
...
A sample project checklist
...
Note also that this is a very detailed checklist, with lots of items that may not make sense yet. Not to worry - they will explained in the subsequent chapters of this guide.
| View file | ||
|---|---|---|
|
...
...
Next: Chapter 4 - key points