Get Better Quality Results With A Pre-Study Checklist.

When it comes to getting valuable, i.e. actionable and quality, insights from your UX research and usability testing, everyone knows that who you recruit matters.

That’s why there is so much emphasis on building out personas and recruiting your target audience. I’m preaching to the choir when I say neither are easy. Both take a lot of time and effort, which is why many researchers employ things like a screener before a participant begins a project to ensure that only those who are best suited to give you feedback make it in.

Which is why after all that time and effort is placed on simply finding the right people and getting them into a study nothing is more frustrating than not being able to use their feedback due to technical reasons. Can you imagine finally finding the left handed doctor who does their taxes in a submarine, only to find out later that their video feedback is unusable? Ugh!

The good news is that at UserZoom we are taking steps to improve the quality of your results by ensuring a participant’s device is properly configured prior to entering a study via a pre-study checklist.

What Is A Pre-Study Checklist

A pre-study checklist is a step-by-step guided checklist for desktop and mobile studies (Basic Usability Testing and Advanced Testing project types) that allows participants to confirm audio and/or camera permissions are enabled, depending upon how you’ve configured your study, as well as confirming that they have enough memory storage available to complete the study if on a mobile device.

Only participants who provide audio and camera permissions, and whose mobile devices pass the storage check, will be able to continue forward to the Welcome Page and thus participate in your project.

How It Works

Once in the study, participants will see a message saying that they will need to give permission to the study to access their microphone and/or camera (depending on how the project is setup.)

If audio is turned on for the project, participants will need to do a quick test by saying “I am ready” to ensure the microphone is on and capturing audio.

After this, their phone will be checked to ensure there is enough storage to take the study. Finally, if this is a project where you’ll be collecting Think-Out-Loud feedback, participants will watch a short video on how best to provide this kind of feedback.

  1. Access microphone permission check
  2. Access camera permission check (for advanced studies)
  3. Audio self check
  4. Storage check
  5. How to Think-Out-Loud video

Why A Pre-Study Checklist Is Valuable

As we touched on already, the pre-study checklist is the final guard against poor quality feedback due to technical reasons.

There’s the upfront work of defining your target audience, finding and recruiting them either through your own channels or through a recruiting partner, creating and employing screeners to catch any outliers, and finally the pre-study checklist to make sure that after all that work to get them there they’re technologically prepared to give quality responses. You work hard and that effort shouldn’t go to waste!

We will continue to improve this checklist to include other checks. If you’re a UserZoom customer be sure to speak with your CSM for more information on pre-study checklists!