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  • Collaborating with the team on it, so everyone’s in the loop (and can be involved as they want to be)

  • Writing it down and sharing it, so that everyone can keep updated as the project moves along (and sometimes changes as it goes). We typically use a project spreadsheet that we fill in as we go, shared in real-time using Google Drive, but the exact tools used matter less than the fact that it’s documented and “lived in” by the team.

  • Reusing it next time, adding or deleted steps as we go, until we get a process that is tailored to our situation.


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
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 A sample plan for tree testing

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  •  show TT project schedule (see Google Drive). Just the high level here, then break it down in subsequent chapters.

 

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.

  •  include “planning questions” template?

 

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Next: Chapter 4 - key points

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