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Process

The five-step usability testing process

Process showing the five steps of a usability test: define success, choose a method, write tasks, run the test and code findings by severity.
The tools change from study to study. These five steps stay the same.

A five-step process for running any usability test, whether it is moderated, unmoderated or AI-moderated. Start from the decision the test will inform, pick a method, write realistic tasks, watch people try them without help, then rank what you found by severity and frequency. Koji can run the sessions as AI-moderated voice interviews and group the findings into themes.

Where this appears

What's in this process

  1. Define what success looks like: Write down the decision the test will inform, 3 to 5 measurable success criteria and who you are testing with.
  2. Choose the right method: Moderated, unmoderated, AI-moderated, in-person or hallway: pick the one that fits the flow and the scale.
  3. Write tasks, not questions: Keep tasks realistic and goal-based. Never give away the path, the button name or what you hope to see.
  4. Run the test and let people struggle: Don't help. Ask why when someone pauses or backtracks, and write down their exact words.
  5. Code findings by severity, then act: Tag each friction point with severity, frequency, evidence and an owner.

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<a href="https://www.koji.so/visuals/usability-testing-process-five-steps"><img src="https://www.koji.so/visuals/usability-testing-process-five-steps/usability-testing-process-five-steps.png" alt="Process showing the five steps of a usability test: define success, choose a method, write tasks, run the test and code findings by severity." width="1200" height="739" /></a>
<p>Source: <a href="https://www.koji.so/visuals/usability-testing-process-five-steps">The five-step usability testing process</a>, Koji</p>