Facilitator pack

Usability Test Plan Workshop (Lightweight)

A planning session that defines test objectives, participant profile, tasks, success criteria, and logistics for a usability test wave.

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Timebox: 60-90 min
Output: Usability test plan
Participants: Research facilitator, Design/product lead, Observer representative
Format: Remote

Facilitator pack = one session-ready artifact you can run now. Workspace = a saved planning thread when the work needs follow-through, shared context, or outputs to circulate.

0-15 min - Objective alignment: Confirm key decisions test will inform.
15-45 min - Task and script drafting: Build moderator flow and tasks.
45-70 min - Success criteria: Define pass/fail and observation metrics.
70-90 min - Logistics and owners: Assign recruitment and session roles.

Checklist for tomorrow

Track readiness before the session starts and before you hand off outcomes.

Prep

Confirm objective and decision scope for this run.
Confirm facilitator and note-taker ownership.
Send invite with objective, outcomes, and timebox.

Materials

Prepare templates, prompts, and room setup.
Check links, boards, and capture tools are ready.
Pre-label output artifacts for handoff.

Logistics

Confirm participants, roles, and speaking order.
Assign output owner before the meeting ends.
Schedule a 24-hour synthesis and follow-up note.

Adjust pack setup

Only change this when the audience, depth, or delivery mode changes the session plan.

VariantAudienceDelivery

Need to carry this further?

Move into Workspace when this session needs follow-through, saved context, or outputs you need to share.

Carry this into Workspace