This template structures what a facilitator should say and do throughout a testing session of a digital product with a user.

Disclaimer. Legal and operational aspects of research aren’t taken into account. This template is best suited for “UX teams of one,” when a non-researcher (designer, product manager, etc.) has to conduct good enough testing.

Facilitator’s data

Hypotheses (based on previous client/user feedback, analytics, market trends; can be proven or disproved):

We believe...
We think that...

Goals (reflect the hypotheses):

To check whether...
To learn how... in reality.

<aside> 👉 Replace all the green <text in the brackets> with information relevant to your case.

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Prototype:

<Link to the prototype>
<Video recording of you passing the scenario> Prototyping tools and prototype versions often change, and a recording can serve as a good reference for the team even if the prototype for some reason becomes unavailable.

<aside> ⚠️ If user login is required, make sure you’ve prepared test credentials, or a user will feel comfortable using real credentials (compare banking vs. online education apps).

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1. Intro

<aside> ⚠️ Memorize and learn how to pronounce the user’s name. For example, “Juliet(a)” sounds differently in Mexico and France. Check this: pronouncenames.com.

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Greeting:

Hello / Good morning / Good afternoon, <user’s name>!