[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-165244-en":3,"doc-seo-165244-105":29,"detail-sidebar-cat-1-en-105":89},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":11,"category_id":12,"category_name":13,"doc_title":14,"doc_description":15,"doc_content":16,"file_id":17,"file_url":18,"file_type":19,"file_size":20,"view_count":4,"is_deleted":4,"is_public":11,"is_downloadable":11,"audit_status":11,"page_count":21,"language":22,"language_code":23,"site_id":24,"html_lang":23,"table_of_contents":25,"faqs":26,"seo_title":27,"seo_description":15,"update_tm":28,"read_time":11},165244,687207024643,"Rhys","https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2",1,11,"Presentations","Get Approvals for Your Test - Usability Testing Process and Materials List","Get approvals for a usability test by following a structured planning approach that prepares stakeholders, defines research questions, user tasks, scenarios, and measurable business goals, and assigns clear roles across the team. The process covers recruitment planning, creation of recruiting and consent materials, scheduling participants and observers, and assembling test assets such as scripts, questionnaires, success criteria, issue trackers, and note-taking templates. It also addresses environment setup and compliance considerations based on participant sourcing and count.","Usability Testing Process and Materials List\nConducting a usability test requires the proper planning in order to get the most out of it.  Here you’ll find a comprehensive list of the steps and materials that typically go into planning and executing a usability study.\nBecause the nature and rigor of all studies is different, this list is not meant to be prescriptive.  Instead, it should serve as a modifiable planning guide, from which you can choose the steps, materials, and templates that are most relevant to your particular study.\nPlanning\nPlan Test\nDraft an overview of the usability testing process to generate understanding and buy in from key stakeholders\nComplete test planning spreadsheet (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_planner_template.xlsx\" \u0014template\u0015)\nResearch questions\nMeasurable business goals\nList of user tasks based on user research\nScenarios based on user tasks, business goals, and research questions\nPre- and post-test questions\nAssign roles to team members:\nFacilitator\nNote taker(s) – may want to have one to take notes on what the users say and one to take notes on the paths they take looking for information\nObserver caretaker (this person explains expectations/directions to the observers and facilitates a discussion with them, if necessary, after they observe each session)\nVideo editor (in case video clips are required)\nRecruitment manager\nSchedule meeting room(s) or remote meeting software for setup, testing, and participant debrief / waiting\nSet up select pre/post test questions in survey software (if necessary)\nGet Approvals for Your Test\n\u0013 HYPERLINK \"http://www1.eere.energy.gov/communicationstandards/approval.html\" \u0014Web Governance Team\u0015\n\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/paperwork_reduction_act.html\" \u0014Office of Management and Budget (OMB)\u0015 – Only necessary if you are testing 10 or more participants from the general public\nRecruit Participants\nCreate recruiting materials:\nUser profile/personas based on user research (start with the \u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/pdfs/eere_personas_fullview.pdf\" \u0014EERE personas\u0015)\nRecruitment criteria, schedule, and participant background (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_recruitment_criteria_schedule_template.xlsx\" \u0014template\u0015)\nRecruiting screener (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_recruitment_screener.docx\" \u0014template\u0015)\nRecruitment, confirmation, and reminder emails (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_recruitment_emails.docx\" \u0014template\u0015)\nConsent to record (to be included with confirmation email) (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_consent.docx\" \u0014template\u0015)\nThank you notes and package honorariums for participants (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_thankyou.docx\" \u0014template\u0015)\nRecruit participants (allow at least 2-3 weeks for this process)\nSend confirmation invitations (including consent to record) to participants and team members for:\nWalkthrough (someone internal to the organization)\nPilot test (outside participant from target audience group)\nUsability test (outside participants from target audience group)\nMake arrangements for user participant gratuities\nDevelop and Assemble Test Materials\nMaterials for participants:\nConsent form to sign (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_consent.docx\" \u0014template\u0015) – note that we typically request consent verbally, on tape, for remote studies\nPre/post test questionnaires (in person only) (\u0013 HYPERLINK \"http://www.eere.energy.gov/communicationstandards/docs/ux_test_sus.docx\" \u0014template\u0015)\nParticipant version of scenarios (so they can refer to them during the test) (in person only)\nMaterials for team:\nTest script (compiled from test planning spreadsheet; includes facilitator intro and think out loud pr","cbCaicCnRBUhCbOw","https://ap.wps.com/l/cbCaicCnRBUhCbOw","docx",66056,3,"English","en",105,"# Planning\n## Plan Test\n## Recruit Participants\n## Develop and Assemble Test Materials\n## Get Approvals for Your Test\n## Schedule Observers\n## Set Up Testing Environment","[{\"question\":\"What planning outputs are needed before running a usability test?\",\"answer\":\"A draft overview of the process, a completed usability test planning spreadsheet, research questions, measurable business goals, user task lists, scenarios, and pre- and post-test questions.\"},{\"question\":\"What approvals are required for the test?\",\"answer\":\"Obtain approval for your test through the Web Governance Team, and if testing 10 or more general public participants, involve the Office of Management and Budget (OMB).\"},{\"question\":\"What materials must be assembled for participants, team members, and observers?\",\"answer\":\"Participants need consent forms and pre/post questionnaires (where applicable) plus scenario versions. The team requires a compiled test script, facilitator and note taker forms/spreadsheets, success criteria, and an issue tracker. Observers need a test script, rules of behavior, and note-taking forms.\"}]","Get Approvals for Your Test - Usability Testing Process and Materials List | DOCX",1788168354,{"code":4,"msg":30,"data":31},"ok",{"site_id":24,"language":23,"slug":32,"title":14,"keywords":33,"description":15,"schema_data":34,"social_meta":84,"head_meta":86,"extra_data":88,"updated_unix":28},"get-approvals-for-your-test-usability-testing-process-and-materials-list","",{"@graph":35,"@context":83},[36,52,66],{"@type":37,"itemListElement":38},"BreadcrumbList",[39,43,47,49],{"item":40,"name":41,"@type":42,"position":11},"https://docshare.wps.com","Home","ListItem",{"item":44,"name":45,"@type":42,"position":46},"https://docshare.wps.com/template/","Template",2,{"item":48,"name":13,"@type":42,"position":21},"https://docshare.wps.com/template/presentations/",{"item":50,"name":14,"@type":42,"position":51},"https://docshare.wps.com/template/get-approvals-for-your-test-usability-testing-process-and-materials-list/165244/",4,{"url":50,"name":14,"@type":53,"author":54,"headline":14,"publisher":56,"fileFormat":59,"inLanguage":23,"description":15,"dateModified":60,"datePublished":60,"encodingFormat":59,"isAccessibleForFree":61,"interactionStatistic":62},"DigitalDocument",{"name":9,"@type":55},"Person",{"url":40,"name":57,"@type":58},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-08-31",true,{"@type":63,"interactionType":64,"userInteractionCount":4},"InteractionCounter",{"@type":65},"ViewAction",{"@type":67,"mainEntity":68},"FAQPage",[69,75,79],{"name":70,"@type":71,"acceptedAnswer":72},"What planning outputs are needed before running a usability test?","Question",{"text":73,"@type":74},"A draft overview of the process, a completed usability test planning spreadsheet, research questions, measurable business goals, user task lists, scenarios, and pre- and post-test questions.","Answer",{"name":76,"@type":71,"acceptedAnswer":77},"What approvals are required for the test?",{"text":78,"@type":74},"Obtain approval for your test through the Web Governance Team, and if testing 10 or more general public participants, involve the Office of Management and Budget (OMB).",{"name":80,"@type":71,"acceptedAnswer":81},"What materials must be assembled for participants, team members, and observers?",{"text":82,"@type":74},"Participants need consent forms and pre/post questionnaires (where applicable) plus scenario versions. The team requires a compiled test script, facilitator and note taker forms/spreadsheets, success criteria, and an issue tracker. Observers need a test script, rules of behavior, and note-taking forms.","https://schema.org",{"og:url":50,"og:type":85,"og:title":14,"og:site_name":57,"og:description":15},"article",{"robots":87,"canonical":50},"index,follow",{"doc_id":7,"site_id":24},{"code":4,"msg":5,"data":90},[91,94,99,104,109,114,119,124,129],{"id":12,"doc_module":11,"doc_module_name":45,"category_name":13,"show_sort_weight":92,"slug":93},90,"presentations",{"id":95,"doc_module":11,"doc_module_name":45,"category_name":96,"show_sort_weight":97,"slug":98},12,"Resumes",80,"resumes",{"id":100,"doc_module":11,"doc_module_name":45,"category_name":101,"show_sort_weight":102,"slug":103},14,"Invoices",70,"invoices",{"id":105,"doc_module":11,"doc_module_name":45,"category_name":106,"show_sort_weight":107,"slug":108},15,"Posters",60,"posters",{"id":110,"doc_module":11,"doc_module_name":45,"category_name":111,"show_sort_weight":112,"slug":113},16,"Social Media",50,"social-media",{"id":115,"doc_module":11,"doc_module_name":45,"category_name":116,"show_sort_weight":117,"slug":118},17,"Forms",40,"forms",{"id":120,"doc_module":11,"doc_module_name":45,"category_name":121,"show_sort_weight":122,"slug":123},18,"Letters",30,"letters",{"id":125,"doc_module":11,"doc_module_name":45,"category_name":126,"show_sort_weight":127,"slug":128},21,"Paper Templates",5,"papers-templates",{"id":130,"doc_module":11,"doc_module_name":45,"category_name":131,"show_sort_weight":4,"slug":132},158,"General","general-158"]