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In these cases, we’ve found it very helpful to follow up the remote study with an identical study using moderated sessions. These can be done in person, using a screen-sharing/audio app (e.g. Skype), or even a simple phone call while the participant is in front of their computer. If the tree test normally takes 5 minutes, we schedule a 15-minute call to allow for testing and discussion.

Each session is run much like a standard usability test. :

  • We ask the participant to do the tree test (using the testing tool) and encourage them to “think aloud” as they go.

  • If they struggle to find a correct answer, we ask neutral questions to find out why they’re having trouble (“Tell me what you’re thinking now…tell me more about that…” and so forth).

  • While not every participant will have trouble with the tasks we’re concentrating on, we hope to get a few who do, so we can find the cause of the problem.

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