Finding Free Usability Participants
Don’t have the budget to find recruits for 1-on-1 usability testing sessions? Trying to find away to obtain usability testing participants quickly? No problem! Just use my handy-dandy method for finding participants. What’s my method? Simple! I use my friends and family as participants, IF they match my required Persona. This technique is fast, cheap or pretty much free, and can in a pinch help you move your 1-on-1 usability testing project along if you need participants fast! This hot tip has saved me countless times when I had to do usability testing on a shoe-string budget. Now don’t get me wrong, if you have the budget necessary you should try to obtain usability test recruits the normal way, by recruiting and carefully evaluating prospects through recruitment firms or customer databases, etc. based on your Persona, but when you can’t, well, go with friends and family.
Friends & Family Testing Participants
We all know usability testing is important if you want to improve a web site, but how do you do usability testing if your (or your client’s) budget is, well, let’s say tight? Is there anyway to do cheap, or even better, free usability testing? The short answer is yes, free usability testing is alive and well and anyone (well, anyone with usability training that is) can do it! It’s one of my standard tricks for getting over that whole “don’t have enough money†hassle. My technique is simple; save money by using friends and family who match the Persona or Personae you’ve already identified.
Three Steps to Free Usability Testing Recruits:
- Know the persona or personae you need to test
- Find friends & family that match the persona
- Elicit and conduct your usability test with your friends & family
A Few Usability Assumptions
Now I need to first mention that I’m assuming quite a bit here, namely that you are, or you are using someone who has been trained in usability testing and user-centered design who can develop and conduct the test. I’m also assuming that you’ve already developed the persona and protocol you’ll be using to conduct the 1-on-1 usability testing sessions. Finally, I’m assuming you have the equipment, place and other logistics covered.
You have Friends & Family, Right?
The reality is most of us who are not total hermits have an extended network of friends and family that can be used for usability testing. Need to find 20-30 year olds that have shopped online for insurance? Well, you probably can find 5 or 6 people you know among your friends and family that fit the bill. Need to find retirees who check their online financial accounts once a week? Again, you probably have 5 or 6 people in your friends and family that qualify. This technique won’t work if you’ve got specialized or internally used applications, but for general public access type web sites or applications this technique works just fine.
Pick Nearby Friends for In-Person Testing
If you are conducting 1-on-1 testing in person, then an additional requirement is that your prospective friends and family live in reasonable driving distance from you. If you are conducting remote testing then that whole geography thing is not an issue.
Recruiting Friends & Family for Usability Testing
When conducting usability testing with friends and family, the same rules apply for recruiting. I usually create a brief email that I send out to my friends and family, letting them know I’m looking for a little help. I usually include a link to whatever tool (for example a qualification survey) I’m using to qualify the person to see if they fit the Persona. Assuming yes, I follow up with more details for scheduling the session with them. If they don’t qualify, I send a follow-up email or message thanking them, but letting them know I can’t use their services for this test, but hopefully will be able to do so in a future test.
Usability Testing is Work, and Don’t Forget It!
The only really tricky thing about using friends and family for usability test participants is to clarify that this is for work, and not a social event, thus it’s important to take it seriously. Now I know I mentioned free usability testing above, and with friends and family it can be free. However, I often find that offering a small honorarium of cash or a gift card, or even buying them lunch sets the tone, and provides the financial incentive that ensures my friends and family take the usability testing seriously. Actually, I find honorariums VERY important to usability testing and will in the near future devote a whole blog just about why they are so critical, and how to do them well and without spending lots of cash.
Test Your Usability Test
Either before or after you’ve scheduled your sessions, you should also do a full
dress-rehearsal and test the test to make sure you’ve taken care of all the logistics. I always test a usability test, I find it the single most useful time I spend in developing and tweaking a usability test protocol. Again, there’s probably a full blog on the whys and hows of putting together a successful test of the test, which I’ll have to write about soon.
Conduct Your Usability Test with Friends & Family
After making whatever adjustments are necessary from the findings of the test of the test, you should now be ready to conduct your usability test with your friends and family. Follow your protocol and just as you do with any other participant; carefully note and follow-up on any verbal or non-verbal cues that arise during the testing. I think you’ll find that by treating your friends and family in your normal, professional manner they will follow your lead and do their best to be helpful and productive testers.
After the Usability Test
Unlike strangers who participate in a usability test then leave, never to be seen again, your friends and family will be seeing you probably quite often after testing is complete. Naturally, they will be curious about the result of the testing. I usually create some Elevator-speak (a brief easy to remember statement) about the testing that provides them enough information to satisfy their curiosity, but not reveal any industry or trade secrets. Something along the line of; “Yes, you really helped me, we were able to identify some ways to improve our application and are busy following up on all our findings now. Thanks again for your help!†By sharing just enough that your friends and family feel they’ve helped and contributed toward your cause, you’ll also find them more willing to participate in other tests in the future.
Go Ahead: Use Your Friends & Family
The shocking thing is, it’s perfectly fine and normal to use your friends and family as usability test participants, as long as they fit the Persona you’ve identified. Other than the social aspect of separating friendship from work, and the need you’ll have to let them know how things went afterward, you’ll find your friends and family are perfectly acceptable usability test participants.
