Unmoderated usability testing: a checklist

In-person moderated user testing is a valuable part of any research project. Meaning you can see first-hand how your users interact with your prototypes and products. But in-person isn’t always a viable option. What to do if your project needs user testing but it’s just not possible to get in front of your users personally? 

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Let’s talk unmoderated user testing. This approach sidesteps the need to meet your participants face-to-face as it’s done entirely remotely, over the internet. By it’s very nature there are also considerable benefits to unmoderated user testing.

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What is unmoderated user testing? 💻👀

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In the most basic sense, unmoderated user testing removes the ‘moderated’ part of the equation. Instead of having a facilitator guide participants through the test, participants complete the testing activity by themselves and in their own time. For the most part, everything else stays the same.

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The key differences are:

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• You can’t ask follow-up questions
• You can’t use low-fidelity prototypes
• You can’t support participants (beyond the initial instructions you send them).

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Is unmoderated user testing right for your research project?

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By nature, unmoderated user research does not include any direct interaction between the researcher and the study participants. This is really the biggest benefit and also the biggest drawback. 

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Benefits of unmoderated usability testing 👩🏻💻

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• Speed and turnaround  - As there is no need to schedule meetings with each participant, unmoderated testing is usually much faster to initiate and complete. Depending on the study, it may be possible to launch a study and receive results in just a few hours.

• Size of study (participant numbers) - Unmoderated user testing also allows you to collect feedback from dozens or even hundreds of users at the same time.

• Location (local and/or international) -Testing online removes reliance on participants being physically present for the testing which broadens the ability to make contact with participants within your country or across the globe. 

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If you’d like to know more about the benefits of unmoderated usability testing, take a look at our article five reasons you should consider unmoderated user testing.

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Limitations of unmoderated usability testing 🚧

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• Early-prototype testing is difficult without a moderator to explain and help participants recover from errors or limitations of the prototype.

• Participant behavior - Without a moderator, participants tend to be less engaged and behave less realistically in tasks that depend on imagination, decision-making, or emotional responses.

• Inability to ask follow-up questions - by not being in the testing with the participant, the facilitator can’t ask further questions to get a deeper understanding of the participant’s reasoning. As you can’t rely on human judgment through a moderator being in the room with the participants and the ability to adjust the test in the moment, unmoderated usability testing needs thorough up front planning.

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Because of these limitations unmoderated usability testing usually works best for evaluating live websites and apps or highly functional prototypes.  It’s great for testing activities that don’t require a lot of imagination or emotion from participants. Such as testing functionality or answering direct queries to do with your product.

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What’s involved when setting up unmoderated usability testing? 🤔💭

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1. Define testing goals

With any usability testing, it pays to define your goals before getting underway with setting up the software. What do you want to know from the participants? Goals vary from test to test. Understanding your goals upfront will help you to make the correct tool choice.

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2. Define your demographic

With a clear understanding of your goal, now it’s time to consider which participants are right for your study. Think about who they are, their demographic, and where they live. Are they new users or existing? Are they experts or novices?

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3. Selecting testing software

As unmoderated studies, are done remotely, the software used to faciliate the study plays a key role in ensuring you get useful results. Without a facilitator, the software must guide the participants through the session and record what happens. Take the time to test software and select one that is right for your study.

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4. Write your own tasks and questions

Think through your goals and what you want to achieve from the testing. Many of the unmoderated testing services include study templates with generic example tasks. Remember they are templates, and your tasks and questions should be specific to your particular study. Any task instructions guiding the participants should be clear and directive.

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5. Trial session

You’ve done all of the upfront work, now it’s time to test that it works, the software does what you expect and the instructions you have written can be followed. Doing a test run is crucial, especially with unmoderated usability testing, as there won’t be a facilitator in the testing to fix any problems.

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6. Recruit participants

Having defined your target audience and demographic, now is the time to recruit participants. Ensuring you have some control over the recruitment process is important, either through screening questions or recruiting your own. There are services that  recruit from a pool of willing participants. Thiscan be a great way to get a wide range of users.

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7. Analyze results

You are likely to accumulate a lot of data from your unmoderated testing. You’ll need a way to organize and analyze the data to derive insights that are valuable. Depending on the type of usability testing you do will vary the type of results. Quantitative testing gives data-driven results and direct answers. Whereas qualitative testing through audio or video recordings of participants’ actions or comments will need time to analyze and look at behavioral observations. 

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Wrap Up 🌯

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Unmoderated usability testing can be a good option for your study. It may not be right for all of your studies all of the time. While it can be quick to implement and often cheaper than moderated usability testing, it still requires time and planning to ensure you get the data insights you are looking for. Following a checklist can be a great way to ensure you approach your research methodically.

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User research is key to discovering the inner workings of your users’ minds – their emotional, organizational, informative needs and desires. These are all super important to creating a user experience that is intuitive and meeting your users’ needs in a way that means they feel loved, cared for and considered. All the deep understanding stuff that keeps them coming back!

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Qualitative research allows you to collect verbatim data from participants that give insights into why they do or feel things. You can even get into whether ‘Dee’ understood how the website worked or why ‘Andrew’ would (or wouldn’t) revisit the app outside of testing.

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Gathering these awesome insights is one step. Analyzing and organizing these is a skill and talent in its own right. And armed with the right tools or methods it can be immersive, interesting and a great way to get under the skin of your users. Let’s take a look at affinity mapping as a method of analyzing this data - as a tool it can help researchers visualize and easily group and theme data.

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Affinity mapping is used outside of the UX world and can be done independently, however is a great analysis method to use collaboratively. For researchers, it can be a great tool to collaborate and engage the team and potentially stakeholders. Bringing people together to identify, discuss and resolve user experience issues. 

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Here we’ll lay out what affinity mapping is, specifically why it’s useful for user research and set out key steps to get you underway. 

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What is Affinity Mapping? 🗺️

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By definition, affinity mapping is the process of collecting, organizing, and grouping qualitative data to create an affinity diagram.

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Put simply it is a tool to group, map, sort and categorize information. A tool where you’ll look at the information and patterns of your qualitative user research and work to group these together to make sense of them. It helps you to find patterns, similar outcomes and insights that allow you to draw conclusions and collate results in a cohesive manner, then report to the wider team in a way that makes sense and provides a clear road to applicable and achievable outcomes.

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What is an Affinity Diagram? 🖼️

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An affinity diagram is what you have once you have gone through the affinity mapping process. It is the final ‘diagram’ of your grouping, sorting and categorizing. An ordered visual sorting of insights and information from your user research. And the place to filter or funnel observations and information into patterns and reach final outcomes. 

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Allowing you to see where the key outtakes are and where there may need to be improvements, changes or updates. And from here a roadmap can be decided.

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Essentially the mapping part is the process of creating the diagram, a visual sorting of insights and information from your user research. So how do you make affinity mapping work for you?

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1. Start with a large space

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This could be a table, desk, pinboard or even a whiteboard. Somewhere that you can stick, pin or attach your insights to in a collaborative space. Becoming more common recently is the use of shared digital and online whiteboard tools.  allowing people to access and participate remotely.

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2. Record all notes

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Write observations, thoughts, research insights on individual cards or sticky notes.

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3. Look for patterns

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As a group read, comment and write notes or observations. Stick each of the notes onto the board, desk or whiteboard. Add, and shuffle into groups as you go. You can keep adding or moving as you go.

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4. Create a group/theme

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This will start to make sense as more sticky notes are added to the map. Creating groups for similar observations or insights, or for each pattern or theme.

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5. Give each theme or group a name

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As more notes are added there will be natural groups formed. Openly discuss if there are notes that are more difficult to categorize or themes to be decided. (We’ve outlined some ideas for UX research themes in another section below.)

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6. Determine priorities

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You’ve tidied everything into themes and groups, now what? How do you decide which of these are priorities for your organization? Discussion and voting can be the best way to decide what outcomes make the most sense and may have the biggest impact on your business.

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7. Report on your findings

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Pulling together and reporting on the findings through your affinity diagram process should be key to putting actionable outcomes in place.

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How to define research themes 🔬

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Commonly, user research is digested through thematic analysis. During thematic analysis, you aim to make sense of all the notes, observations, and discoveries you’ve documented across all your information sources, by creating themes to organize the information. 

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Depending on your role and the type of research you conduct, the themes you create for your affinity diagram can vary. Here are some examples of affinity groups that you could form from your UX research:

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• User sentiment and facial expressions when completing certain tasks
• Frequently used words or phrases when describing a product or experience
• Suggestions for improving your product or experience

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Wrap up 🌯

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Qualitative user testing and the resulting observations can be some of the best insights you get into your users’ minds. Filtering, organizing and ordering these disparate and very individual observations can be tricky. Especially if done in silo.

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So, draw a team together, bring in stakeholders from throughout your organization and work collaboratively to sort, organize and categorize through affinity mapping. This opens the doors to discussion, buy-in and ultimately a collective understanding of user research. Its importance and its role within the organization. And most importantly the real-world implications UX research and its insights have on organizational products and output.

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There is an enormous amount of information on the internet. Every page you load is crammed with it. With so much information around, it’s incredibly important to remember that for human minds to be able to actually process and make sense of it, considered, strategic, ordered information architecture is needed.

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Information architecture is everywhere digitally, but where does it actually live? IA sits in behind all of the digital interfaces we humans use (and even out in the real world). It ideally has been considered, researched, and implemented with humans in mind, though as we all know, this isn’t always the case.  

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Information architecture always has a role to play, and here we’ll focus on 4 key digital spaces where information architecture is most prominent, and likely most familiar.

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1. Websites
2. Apps
3. Company intranet
4. Social media software

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To find out more about putting information architecture into action check out our blog.

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1. Websites 🌐

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Information architecture for websites can often be confused with navigation. While site navigation is super important, (think of it as the ‘skin’ that sits above the information), that’s only part of the story. Great website architecture considers and organizes user requirements, organizing the content and structure of the website with labels, search and navigation that simply makes sense and is easy to use. Done well, it will  feel simple and straightforward, guiding users through smoothly.

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Hubspot has a great article on IA for websites and how they can be structured. From a complex library system, to travel booking systems. Each has its own needs and can be quite deep in layers of information. The trick is to create a website structure, based on user needs, that makes sense of the piles of information and a simple navigation that sits above, making the journey to task completion as quick as possible. Working together they make any user experience feel quick, simple, and intuitive! 

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2. Apps 📱

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An organization's app acts as the first point of contact. It needs to be super simple, clean, and quick to interact with. A well thought out, thorough, researched, and organized information architecture plays a big part in this.

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Information architecture for mobile use has a different set of rules than websites. The key consideration here is around the ease of use across a smaller screen. Navigation that makes sense for a laptop or desktop computer can be clunky in a mobile app.

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An app's interface needs to have fewer options, and fewer clicks to complete the task. Researching and designing an app’s IA with just the right amount of information is key. Some retail apps are simplified websites, whereas other apps exist on their own merits, with no need for a website.

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Bringing it back to the humans that will interact with the app is key to creating a product that delivers on user requirements and increases interaction. 

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3. Intranet 🖥

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An organizational intranet is possibly less of a priority than a website or an app but is vitally important to the success of an organization. And in these times of remote or hybrid working, intranets have proven to be more valuable than ever. An intranet is more than where to stick newsletters for staff, it is an interface that can make or break the productivity or even the wellbeing of an organization. 

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Access to files, information, messaging platforms, and corporate requirements wherever and whenever people are working is more important than ever.  A well researched and designed information architecture can build an intranet that meets users’ requirements, increase communication and interaction and ultimately boost productivity. 

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Conducting UX research with staff on what they need to access, when, and how will help inform the intranet IA far more intuitively. The information available (and needed) can be huge, keeping it simple and human focused is key.

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Have you ever thought about how poor internal information architecture might be hurting your business?

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4. Social media 🤳

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Social media software is complex in terms of ecosystem and display of information. Each social media platform has developed over time, think back to Facebook and how it looked when it initially launched. And through the uptake of users, gathering of information over time, and continual research and testing, it has evolved into what we see today. And will continue to evolve with users’ needs.

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Every user has a different experience based on the individuals, groups, organizations and even retailers that they choose to interact with (or haven’t chosen via advertising). The piles of information that sit behind and are brought to the interface for an individual through their choice, associations, labels, tags, interests, age, etc will present them with a unique feed. 

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The interface of a social media platform needs to be considered, tested, tested again, and occasionally tested or changed once launched as the interaction of users is vitally important.

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The information architecture sitting behind is huge in order to enable the agility to pull the right information forward in a dynamic and coherent way. Continuously learning, testing and requesting interaction from users through options to ‘hide’ posts that aren’t appropriate or respond to direct queries about what they do and don’t want to see are just some instances of continuous user research.

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Social media continues to be a sophisticated information architecture that is constantly updating and changing with user needs.

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Wrap Up 🫔

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Information architecture lives wherever there is information needing to be found by humans. Successful information architecture is sorted, organized and labeled in a way that is simple, intuitive, and considered. Making interaction and life simple, which in a world where there are an increasing number of websites, apps, and tools to choose from – intuitive information architecture has never been more important for your business and your customers.