Duplicate this template to track your pre-test tasks and ensure a smooth research process

<aside> 👉

How to use this?

• Customize for your research needs
• Review each step before testing
• Check off completed tasks
• Share with your team for alignment </aside>

🎯 Test Setup & Planning

• [ ] Define research objectives – What are you trying to learn?
• [ ] Select test methodology – Moderated, unmoderated, A/B testing, surveys, card sorting, tree testing.
• [ ] Choose a testing tool – UXArmy, Lookback, UserTesting, Maze, or another platform.
• [ ] Prepare test materials – Prototype, app, or website link should be accessible and functional.
• [ ] Set up research logistics – Select tools for moderation & note-taking (Zoom, Notion, UXArmy, etc.).
• [ ] Define key metrics – Task success rate, time on task, navigation path, heatmaps, sentiment analysis.

👫 Participant Recruitment

• [ ] Screen participants – Ensure they match target user persona (age, background, behavior).
• [ ] Send screening surveys – Collect demographic and behavioral insights.
• [ ] Confirm participant availability – Schedule sessions and send calendar invites.
• [ ] Address accessibility needs – Ensure inclusivity across languages, abilities, and devices.
• [ ] Send consent forms – Secure approval if recording sessions.