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  • Background
    A slide or two about the study – why we ran it, when, how many participants, etc.

  • About tree testing
    A slide or two about how tree testing works, from the participant’s point of view, and later during analysis.

  • The tree(s)
    We show an abbreviated summary of the tree(s) we tested (usually just the first and second levels) to give an idea of the various schemes we tried.

  • What we looked for
    A short list of the questions we asked ourselves while creating the trees and writing the tasks, and the issues that could be resolved by testing.

  • Our findings and actions/recommendations
    This is similar to what we sent earlier in our email summary, but we now have the room to add visuals (e.g. graphs from our tree-testing tool) and more details. Each task is typically a slide, with slides at the end for more general findings.

  • Next steps
    What we plan to do next, when it will happen, who will be involved, and when we plan to be “done” with the site tree.

  • How to find out more
    We wrap up by linking to more resources (e.g. the results in the tree-testing tool, our detailed working documents, etc.) and who to contact for more info (probably you).

Below is a PowerPoint deck with sample content. Feel free to customize it as you see fitneeded:

View file
namesample report deck.pptx
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  • More detailed discussion of each finding, and more detailed rationale for recommended actions.

  • Summaries of related activities (e.g. card sorts and content audits we did beforehand, other up-front customer research), to add context.

  • Anything else we think the reader will need to understand the tree-test results at both high and low levels.

To help you get your own report started, here Here is a Word document with sample content:

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