Collaterals
These are general templates I created for user testing projects—covering pre-testing emails, consent forms, one-on-one moderator scripts, and post-testing emails. One key learning from creating the moderator script was adding prompts like “Thank you for your feedback” and “Does anyone else have any questions?”—these help maintain the flow of the session and ensure participants feel acknowledged at each step.
Pre Testing Emailer
Notifies participants about the upcoming research session and shares key details.
Subject
Confirmation: Participation in the [] Usability Study.
Body Content
Dear <Participant Name>,
We are the design team from the <representing vertical>, and we would like to invite you to participate in the <Study Name> . This study aims to understand the user experience of <platform name>, and your expertise as an SME <or role> will provide invaluable insights to help us build the right solutions. The study will have three aspects: a pre-test questionnaire (about 10 mins), scenario-based testing (30 mins), and a post-test questionnaire (15 mins).
You are scheduled to participate as follows:
Session Details
<Date> Day/ Date/ Month
<Time> 00:00 - 00:00 <Time zone>
<Teams Meeting Link> Insert link
During the study, we will ask you to complete some tasks using the [mock portal]. You’ll talk out loud as you work, so that the facilitator can also follow along. Nothing you say will be linked back to you in any way, so we want you to be as honest as possible. We will be asking simple questions about your experiences, and if you feel uncomfortable at any time, you don’t need to answer.
With your consent, we will record the session, including screen interactions and our conversations, solely for analysis purposes. We will only use the recording to help us improve the <mock platform>. Your name will not be used for any purpose beyond this session.
To gather your consent to use the study data for analysis purposes, open and review the attached consent form. If you agree to the terms, sign and return a dated copy prior to the scheduled session. Alternatively, please reply to this email providing your consent.
Your experiences are valuable to us as we seek to improve services for all workers. We look forward to to your participation on this Usability study.
Thanks again!
Consent Form
Explains the study, data usage, and participants’ rights, and collects their consent.
Study Purpose & Data Collection:
We are conducting this study to understand user experiences with our products and services. Your feedback will help us improve them. The study will involve a 1-on-1 interview with a member of our research team. During the session, we will ask questions about your use of our products and services, record the session, and take notes of your comments. Please do not provide any sensitive personal information.
How We Use Your Data:
* Data will be kept confidential.
* Recordings and notes may be used internally.
* Responses may be anonymized and aggregated for external reporting.
Your Rights:
* Participation is voluntary.
* You can pause or withdraw at any time.
* For questions or to withdraw consent, contact: [your email].
Consent
I agree to:
* Session recording
* Use of recordings/notes internally by [Company]
* Anonymized, aggregated data being shared externally
By signing, I confirm I am 18+ and have read this form.
Name
Signature
Moderator Script
A guide for conducting one-on-one interviews, ensuring all questions and prompts are covered consistently.
Introduction
Hi <participant>
Welcome to our user testing session.
We're here to delve deep into your experience with the <portal>
Our goal is to unveil the delightful surprises and interesting challenges you've encountered during your journey with the <portal>. Your insights will play a significant role in enhancing your experiences.
To break it down a little, our session is structured into three parts:
Part A – to understand you and your day-to-day experiences with the portal,
Part B – scenario based, where we would ask you to perform tasks within the spaces system and we will end with
Part C – a post-task questionnaire.
Just a quick reminder, there are no right or wrong answers here. We understand that everyone would have their own perspective and we are just here to collect your constructive feedback, both the positive and the areas that need improvement. This is a safe space for sharing your honest opinions. We would also like to mention the folks on call myself <name> the facilitator, and the rest of the folks who would play the role of notetaker and observer.
Before we begin, do you have any questions or concerns?
Great! Let’s get started by discussing some basic information
PART A - Basic Information
1. What is your current role?
2. How long have you been working as an <company> employee?
3. Could you please describe some of your key responsibilities?
4. How does the <portal> support you in your day-to-day responsibilities?
Secondary Questions (These are questions to be asked if it is not covered in the above explanation)
· How long have you been using the <portal>
· What is your comfort level while using the <portal>?
· Do you face any challenges while using the <portal>? If yes, what are they?
That’s a great start, thank you so much for giving us an understanding of your world and what role you play at <company> as a <role>. We will now move on to the next phase of the session which focusses on scenario-based testing.
PART B - Scenario Based Testing
Scenario-based testing (30 mins)
Completing Application Intake
During our scenario-based testing, we'll ask you to perform specific tasks in the <portal>. We would like you to talk out loud as you work, so that we can also follow along. To get started, please share your screen by clicking the white button on the top right of <teams> where you access screen sharing.
Great, thanks for sharing your screen.
I’ve posted the link on the chat. For context it's a test environment of the <portal> , please open the link provided in the chat and login with your credentials as you usually would. (tip: Private window)
Since your role is that of <role>, involving tasks such as (what the user mentioned), we kindly request you to guide us through the process of <identified flow>.
Just proceed as you typically would and provide a step-by-step walkthrough of the <identified flow>. While navigating through the portal, please vocalize your thought process to help us understand your actions.
* Moderator can ask to follow up questions as needed during the process*
*below are a set of sample questions based on the E framework, not all have to be asked but it can be helpful to have these handy*
ENTICE:
After completing some tasks on the portal, how did you feel?
Can you share a few tasks or features that make you excited to use this portal in your daily workflow?
Are there any features on the portal that you think could be improved?
Which features do you use most often on the portal?
*Intent – Our intent for the Entice Section of the question guide focusses on figuring out the top 3 features of the platform, along with the rest of the questions focussing on growth opportunity.*
ENTER:
All Navigation/Header | Homepage | Search
(write navigation points)
When you first log in, what are your impressions of the landing screen? Does it help you achieve your goals on the portal?
How would you describe your experience navigating through the portal to reach a specific page or feature?
How effective is the search bar in helping you find what you need?
What’s your experience with the footer—does it provide any value to you?
For tasks like adding a new child, there may be multiple screens to fill in information. Do you know in advance how many steps/screens are involved?
How do you feel about the call-to-action buttons (e.g., Continue, Save, Previous)? Are they clear and easy to use?
Are the input fields easy to fill out? Can you complete forms quickly?
Do you encounter errors often? If yes, what types are most common?
What do you think of the tables in the portal? Do they provide enough information, and are they easy to read?
ENGAGE:
Specific task level question
Have you noticed any distracting elements, unexpected pop-ups, or modules while performing tasks?
While filling in forms, is it easy to understand what information is required to complete each step?
What are your thoughts on the categorization of the fields on the form?
When errors or data mismatches occur, does the system’s feedback help you understand the issue and fix it?
Thinking back to when you first used <portal>, were there areas of the portal you found confusing or challenging?
Secondary Questions
· Were you able to easily find the information or features you needed to complete the task, or were there specific pieces of information that you could not find?
· Do you prefer the usage of abbreviations or the entire word? For example, Reg or Registration?
EXIT:
1. How do you feel the portal is designed in terms of providing feedback or indicators that suggest the completion of a task?
Secondary Questions
· Are there any indicators you would like to see?
EXTEND:
1. Looking ahead, what areas of improvement do you see for the <portal>, and is there anything specific that you desire which the portal currently lacks?
Secondary Questions
· Are there any customization options or personalization features you would like to see?
· In your opinion, how can we make the data entry process more efficient and less time-consuming for you?
PART C - Quantitative questions
On a scale of 1 to 5 (where 1 = a poor experience and 5 = the best experience), rate your experience for each question and provide reasoning for your rating. (SUS)
· Overall, how did you find the design of the portal?
· How satisfied are you with the portal
· How did you find the navigation feature of the portal?
WRAP-UP (5 mins)
· What did you like about the overall experience of the design of the portal? Do you have any suggestions from your end?
(Or) What do you think about the overall visual of the portal?
Do you have any other comments, thoughts about the portal, positive and negative that you would like to share with us that we have not covered?
Those were some very insightful answers. Thank You so much for your time and support!
Do you have any questions for us before we wrap up?
Before I close out, is there anyone on the call who would like to ask or say anything?
That’s a wrap on our user testing session. Thank You so much for your time and support! We are hopeful that we would be able to leverage your experience that you shared with us and work on how we could elevate <portal’s> user experience.
Thank You once again, hope you have an amazing day and a wonderful week ahead! :D
Post Testing Emailer
Thanks participants for their time and shares any follow-up information or next steps.
Subject
Body Content
Dear [Participant Name],
Thank you for your participation and invaluable feedback during our moderated testing session on [Date of testing]. We sincerely appreciate you taking the time to share your thoughts and experiences with our [product/feature].
Your insights on [mention a specific area or feature] were particularly helpful and will be instrumental in helping us improve [the product/feature]. We are grateful for your contribution to the success of this testing. Please feel free to reach out if you have any further questions or comments.
Best regards,
[Your Name] / Or in our case we wrote [User testing team name]
[Your Title]
[Your Company]
[Your Contact Information]
