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Note that we want to make this pilot as realistic as possible, so we use the same invitation we normally would (but tweaked to say that this is a dry run and the incentive (if any) doesn’t apply to it).

Who should participate

There are 2 types of people who should pilot your tree test:

• Project stakeholders
  It’s good for team members and sponsors to see what made it (and didn’t make it) into the study, and this gives them a final chance to approve (or raise issues with) your tree and tasks.
  
  
• Representative users
  If possible, try to include a few users in your pilot as well. These could be actual users, or surrogates such as customer-service staff or friends/family that resemble your target audience.
  Getting some real users means that you can double-check that your tree and tasks are written in language that they understand (not just the jargon of your organisation and industry).
  
  

Running an in-person session

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Next: Who should participate

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