Realistic tasks
Goals, not instructions: “book an appointment with a GP before Friday” or “ask for a refund on the order that arrived yesterday”. Never “click the menu in the top right corner”.
The question is not whether the button works. It is whether anybody spots it. A technically flawless appointment portal can shed one patient in three at the step where a reason for the visit has to be picked, purely because the list borrows the vocabulary of the practice software instead of the words people say out loud. Sessions run remotely: each participant sits at home with the laptop or the handset they always use, on their own connection, inside their own habits. Real conditions, then, rather than a laboratory.
The method is cheap and plain: the participant receives something to achieve, and whoever runs the session says nothing at all, whatever the temptation.
Goals, not instructions: “book an appointment with a GP before Friday” or “ask for a refund on the order that arrived yesterday”. Never “click the menu in the top right corner”.
We note the hesitations, the steps retraced, the label read twice over, the moment somebody abandons the attempt. Thinking aloud is the one thing we ask of them.
A handset carries most of the sessions. Whatever sits comfortably on a twenty-seven inch monitor tends to end up tucked under a collapsed menu on a six inch screen.
Keyboard navigation, NVDA or VoiceOver, contrast, the size of tap targets, field labels. WCAG 2.1 AA in general, the RGAA 4.1 framework where a public body is involved; whether your own activity falls under the European Accessibility Act is a question for your legal adviser.
The most treacherous stretch of any journey: surplus fields, error messages that never say what to correct, typed entries wiped out by a step backwards, an account forced on somebody before they are allowed to pay.
Each problem placed by its effect on the goal being measured, with a video clip of a few seconds and a rough cost in repair work. Fifteen seconds of footage ends more arguments than a full meeting.
A wave of five participants fits inside a short project. When the report lands is stated in the plan, preparation of the tasks included.
We settle what the study has to answer, for instance why so many visitors walk away at the point of choosing a slot.
Participants drawn from your real audience, and tasks written as goals rather than as the route you hope they take.
Conversations over Google Meet or Teams, screen shared and recorded, in which we deliberately give no help.
One-off reactions get separated from the obstacles several people run into, and specific changes follow.
Statistics give you the effect, watching gives you the cause. Analytics report that half of all visitors stop at the delivery step. What they never report is the “Continue” button hiding below the map of pickup points, with nobody thinking to scroll. Five minutes with somebody thinking aloud settles it.
Among your current customers or service users; a newsletter and a small thank-you usually does it. Failing that, colleagues from another department who have never seen the product will serve nicely. Anyone who designed the interface is disqualified: the hand moves to the right spot on reflex.
This is in fact the cheapest moment. On a clickable Figma mock-up the whole structure can be rethought while a change costs a few hours of design work, as against three weeks of development and another round of checks afterwards.
For one wave, yes. The first few trip on identical obstacles and the notes soon start repeating themselves. Five people, then repairs, then five more will teach you more than twenty in a single sitting.
Every participant signs a consent form covering the purpose, the people who see the material and how long it is kept. Recordings stay on servers inside the European Union, access goes only to those working on the study, and the lot is deleted on the agreed date. The matching entry joins your record of processing activities.
Name the step where your figures show the heaviest drop-off. The sessions get run and the real causes come back to you.
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An answer follows inside one working day. Report an outage that is stopping people working and it moves ahead of everything else.
Nothing here under that name. Check the spelling, or simply choose the nearest large city instead. Since every engagement runs remotely, whichever you pick changes nothing about what we do for you.