Planning Document Templates

Kick-Off Meetings

• Questions to Ask at Kick-Off Meetings DOCX

Persona Development

• Persona Development Discussion Guide DOCX

Overview Documents

• UX Study Overview Template DOCX
• Usability Study Process and Materials Checklist DOCX
• Usability Test Plan Template DOCX
• What to Test/Note taker’s Guide DOCX

Statements of Work

• SOW Template: Web Usability Testing DOCX
• SOW Template: Web Usability Consulting DOCX
• SOW Template: Usability and Focus Group Participant Recruitment DOCX
• SOW Template: Usability Task Order Request DOCX

Introduction to Testing With or Without Moderator

• Introduction to Testing with Moderator Interaction DOCX
• Introduction to Testing without Moderator Interaction DOCX

Position Descriptions and Interview Questions

• Position Description: Usability Specialist DOCX
• Usability Intern Interview Questions & Sample Projects Template DOCX
• Position Description: Usability Intern DOCX

Measurable Usability Goals

• Measurable Usability Goals Template DOCX

Initiation Document Templates

Test Screener

• Usability Test Screener: Government website DOCX
• Usability Test Screener: Website (example 1) DOCX
• Usability Test Screener: Website (example 2) DOCX
• Usability Test Screener - Mobile Device Testing DOCX
• Usability Test Screener: Online Survey DOCX

Email Template

• Email Template: Usability Study Recruiting DOCX

Consent and Release Forms

• Consent Form (Adult) DOCX
• Consent Form (Minor) DOCX
• Consent & Recording Release Form (Adult) DOCX
• Consent & Recording Release Form (Minor) DOCX
• Digital Recording Release Form DOCX
• Digital Recording Release Form (Minor) DOCX
• Consent Form: Remote Usability Test (Adult) DOCX

Receipts (Adult and Minor)

• Receipt Form: Usability Test Compensation Receipt Form (Adult) DOCX
• Receipt Form: Usability Test Compensation (Minor) DOCX

Report Templates

Usability Test Results Reports

• Report Template: Usability Test DOCX
• Report Template: Usability Test Results (Short/Informal) DOCX
• Report Template: Usability Test Results (Long/Formal) DOCX
• Report Template: Usability Test Results PowerPoint (Short) PPTX
• Report Template: Usability Test Results PowerPoint (Long) PPTX

Survey Reports

• Report Template: Survey DOCX
• Report Template: Survey Research Findings PPTX

Metrics Report

• Report Template: Metrics PowerPoint (Statistics Review and Design Implications) PPTX

Card Sort Results Report

• Report Template: Card Sort Results DOCX