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Tree testing is very much like usability testing – we ask participants to try doing tasks, except that we present them with a simple text tree rather than a real website.

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Whether you’re testing an existing structure (as a baseline) or a new one, you’ll need to decide if you’re testing the whole tree or not, which headings to include/exclude, how to spot missing content, and so on.

For more on this, see ~chapter ~ref.

3. Write tasks for users to do

We typically pick the most common and critical activities for our various user groups, while making sure we cover the parts of the tree are most doubtful. And we need to be careful about task wording to avoid confusing users or giving away the answer.

For more on this, see ~chapter ~ref.

4. Set up the test using our chosen tool

Online tree-testing tools offer several features beyond the bare test itself, including survey questions, integration with online user panels, and so on.

For more on this, see ~chapter ~ref.

5. Recruit participants

We need to decide how many participants we need from each user group, how to invite them (e.g. web ads, email blasts, etc.), whether to offer incentives, and so on.

For more on this, see ~chapter ~ref.

6. Pilot and run the test

We preview the test to shake out the bugs, then launch it and keep an eye on its progress, looking for response rates, initial scores, and drop-out rates.

For more on this, see ~chapter see ~ref and ~chapter ~ref.

7. Analyze the results

The online tools handle most of the analytical gruntwork, but we still need to know what to look for – success rates, backtracking, slow response times, and patterns across tasks. And we need to be able to communicate our results to our project team and management.

For more on this, see ~ chapter and ~chaptersee ~ref and ~ref.

 

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