Skip to main content

Best Practices

Running a UX test is more than following a script—it’s about creating an environment where participants feel comfortable and your team gathers meaningful insights. Whether you’re conducting moderated or non-moderated tests, these best practices will help you get the most out of your efforts.

  1. Set the Tone
    • Be Warm and Welcoming: Make participants feel at ease from the start. A friendly introduction reduces nerves and encourages authentic behavior.
    • Avoid Bias: Remind participants there are no right or wrong answers, and you’re testing the product—not their skills.
  2. Provide Clear Instructions
    • Reiterate Goals: Briefly explain what participants will be doing and why, without giving too much detail that might influence their actions.
    • Explain the Process: Let them know how long the test will take, what tasks they’ll complete, and whether their actions will be recorded.
  3. Stay Neutral (For Moderated Tests)
    • Listen More Than You Talk: Resist the urge to guide or assist participants unless absolutely necessary.
    • Encourage Thinking Aloud: Prompt users to share their thoughts as they navigate but avoid leading questions. Example: "What’s going through your mind as you try this?"
  4. Handle Technical Issues Gracefully
    • Have a Backup Plan: Be prepared for technical glitches, such as a non-responsive interface or recording software issues.
    • Stay Calm: Reassure participants if something goes wrong and quickly resolve the issue without derailing the session.
  5. Observe and Document Carefully
    • Watch for Behaviors: Pay attention to hesitation, confusion, or repeated actions—these often signal usability issues.
    • Take Notes: Record key moments, patterns, and user quotes. These can complement video recordings and save time during analysis.
  6. Limit Interference (For Non-Moderated Tests)
    • Craft Clear Tasks: Ensure participants know what to do without requiring additional guidance.
    • Provide Technical Support in Advance: Include FAQs or support contact details to address potential issues without direct intervention.
  7. Respect Participant Feedback
    • Be Open-Minded: Remember that every piece of feedback, even critical comments, is valuable for improvement.
    • Avoid Defensiveness: If a participant struggles with a feature, don’t justify or explain—it’s a signal to improve the design.
  8. End on a Positive Note
    • Thank Participants: Show appreciation for their time and effort.
    • Offer a Chance for Final Feedback: Ask, "Is there anything else you'd like to share about your experience?"
  9. Follow Up Quickly
    • Save and Backup Data Immediately: Ensure recordings, notes, and other data are securely stored.
    • Review Initial Findings: Debrief with your team right after the test while observations are fresh.
  10. Iterate and Improve
    • Test Iteratively: Use insights from each round to refine your design and test again.
    • Stay Flexible: Adapt your approach based on what you learn, both from participants and your testing process.

By following these best practices, you’ll ensure your UX tests are not only smooth and professional but also rich in actionable insights. Testing is a powerful tool—conduct it thoughtfully, and you’ll unlock the full potential of your user-centered design process.