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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).
So that you don’t have to start with a blank slate, here Below is a PowerPoint deck with sample content. Feel free to customize it as needed:
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View file name sample report deck.pptx height 250
Long-form documents
As consultants doing IA work for corporate and government clients, we traditionally wrote a formal report as part of our deliverables. Originally, this was a long-form document created in Word, InDesign, or other “document” software, and usually delivered as a PDF.
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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 is a sample report deck:
- ~MRD002 tree test summary
~List or table of reports with a note about each
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Next: Passing along participant feedback
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