Choose moderated or unmoderated user testing
1. Identify whether you have an experienced user testing moderator on your team.
Moderators must balance moderating and guiding the user without prompting them, coaching them, instructing them, or fixing problems in the user experience.
2. Define your time and budget constraints.
Moderated user testing requires dedicated staff time for each test, while unmoderated testing can take place anytime, anywhere, and gets you more feedback faster.
3. Calculate the size of your existing user testing sample pool.
Unmoderated user testing platforms like Userbrain, UserTesting and Userlytics can get you access to a large pool of experienced testers quickly.
4. Identify how complex the task, product or interface is.
Moderated testing is ideal for specific tasks, low-fidelity prototypes, funnel completion tasks, or other tasks where real-time questions, subtleties of participant behavior, and real-time feedback can significantly change the outcomes.
5. Select testing software that includes built-in features that measure and quantify your study goals.
For example, the ability to measure individual and aggregate time on task if your user testing goal is tracking how long it takes someone to complete a checkout process.