Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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
nametree test - planning questions v3.doc
height150

 A sample

plan for tree testing

timeline

Here’s a typical high-level plan timeline for 3 rounds of tree testing (testing the existing tree, testing our new trees, then testing our even-better-with-revisions “final” tree):

 

Time requiredActivityDetails
(varies)Earlier IA work
  • User research (surveys, contextual inquiry, etc.)
  • Content inventory/auditing
1 weekRound 1
  • Open card sort
  • Baseline tree test (existing site)
3 daysCreate new trees
  • Try alternative groupings and terms
1 weekRound 2
  • Test new trees against each other
  • Compare to existing tree's results
  • Pick best tree and revise
1 weekRound 3
  • Test revised tree
  • Revise and finalize based on results

 

If we’re just planning 1 or 2 rounds of testing, it should be easy to take this and cut it down to what is needed.

  •  show detailed checklists for each stage in subsequent chapters

.

A sample project checklist

Over the course of hundreds of tree tests, we've refined our work down to a detailed checklist of everything we do in a tree-testing project.

Note that this is a superset of everything that might apply; we normally start from this template and delete the items that don't apply to a specific project.

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.

 

  •  detailed checklist in Excel format

 

...

Next: Chapter 4 - key points

...