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You may be tree testing by yourself, with a colleague, or you may have an entire project team at your disposal. Regardless, the following roles naturally emerge, so it’s a good idea to be clear about who’s covering what:

  • Sponsor – pays for the testing and represents your interests among upper management

  • Project leader – makes the final decisions on scheduling, goals, etc.

  • Information architect – designs the trees and tasks, analyses the results, ultimately responsible for the final site structure

  • Recruiter – finds the participants, either using customer lists, web ads, or customer panels

  • Worker bee – handles the details (writing out cards, entering data in an online tool, etc.)



Next: How will you handle problems?

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