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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:
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A sample
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Here’s a typical high-level timeline for 3 rounds of tree testing (testing the existing tree, testing our new trees, then testing our even-better-with-revisions “final” tree):
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- User research (surveys, contextual inquiry, etc.)
- Content inventory/auditing
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- Open card sort
- Baseline tree test (existing site)
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- Try alternative groupings and terms
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- Test new trees against each other
- Compare to existing tree's results
- Pick best tree and revise
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- Test revised tree
- Revise and finalize based on results
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.
A sample project checklist
Over the course of hundreds of tree tests, we've refined our work down to a detailed checklist of everything we do in a tree-testing project.
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Note also that this is a very detailed checklist, with lots of items that may not make sense yet. Not to worry - they will explained in the subsequent chapters of this guide.
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Next: Chapter 4 - key points
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