Gerald Ajam

Props and Pilots A to Z

Every method in Props and Pilots, volume three of Briefs and Blueprints: 50 methods from prototype and test, each with what it is and the other names it goes by, and each opening the volume at its slide.

The playbooks glossary

Briefs and Blueprints · volume 3 of 4

Props and Pilots

2 stages, 50 methods.

Every method in Props and Pilots, as one list, with the other names each goes by beneath; a search finds a method by any of them. Each opens the volume at the slide that holds it. The compiled A to Z holds all four volumes, and the introduction says what the set is for.

MethodWhat it isStageOpens at
A
A/B test

Randomly assigning live users to two or more versions of a product and comparing a predefined outcome to see which performs better. A multivariate test varies several elements at once.

Also called split test · multivariate test (variant)

TestStage 63Props and Pilotsslide 53 (opens in a new tab)
Assessment item writing

Drafting assessment questions and tasks to match an assessment blueprint, so that each item measures its intended outcome at its intended level.

Also called item development

PrototypeStage 53Props and Pilotsslide 24 (opens in a new tab)
Assistive technology testing

Testing key tasks using assistive technologies, such as screen readers, magnifiers, switch access and voice control, ideally with people who use them every day.

Also called screen reader testing

TestStage 63Props and Pilotsslide 44 (opens in a new tab)
B
Beta programme

Releasing a near-final product or feature to a selected group of users before general release, to find problems and gather feedback in real use.

Also called early access programme · pilot release

TestStage 63Props and Pilotsslide 56 (opens in a new tab)
Branching scenario map

A map of the decision points, choices, consequences and endings in an interactive scenario, planned before it is written or built.

Also called decision tree map

PrototypeStage 53Props and Pilotsslide 31 (opens in a new tab)
C
Clickable prototype

Linked screens with clickable hotspots that simulate how a product will work, made in a prototyping tool without code.

Also called click dummy · interactive prototype · high-fidelity prototype

PrototypeStage 53Props and Pilotsslide 12 (opens in a new tab)
Cognitive interviews

Interviews in which respondents answer draft survey or test questions while explaining how they understand each one, to find wording problems before use.

Also called cognitive pretesting

TestStage 63Props and Pilotsslide 63 (opens in a new tab)
Cognitive walkthrough

An expert review in which evaluators step through a task as a new user would, asking at each step whether the user would know what to do and see that it worked (Wharton et al., 1994).

TestStage 63Props and Pilotsslide 42 (opens in a new tab)
Concierge prototype

Delivering a service manually, in person, to a few users, to learn what they value before automating it. Unlike Wizard of Oz, users know a person is doing it.

Also called concierge MVP

PrototypeStage 53Props and Pilotsslide 14 (opens in a new tab)
Content-first prototype

A prototype built with real or realistic draft content instead of placeholder text, so that structure is designed around what the content needs.

Also called content prototype · proto-content

PrototypeStage 53Props and Pilotsslide 11 (opens in a new tab)
D
Dashboard mock-up

A sketch or prototype of a data dashboard, ideally using real or realistic data, to test whether it answers its users' questions.

Also called data prototype

PrototypeStage 53Props and Pilotsslide 28 (opens in a new tab)
Design-based research

A research approach in which researchers and practitioners design an intervention, test it in real classrooms over several cycles and refine both the design and the theory behind it (Brown, 1992; Collins, 1992).

Also called DBR · design experiments

TestStage 63Props and Pilotsslide 59 (opens in a new tab)
Desktop walkthrough

A small-scale model of a service, built on a tabletop with figures and props, through which a team walks the service step by step (Stickdorn et al., 2018).

Also called tabletop walkthrough · service model

PrototypeStage 53Props and Pilotsslide 19 (opens in a new tab)
E
Expert content review

A review of content by subject experts for accuracy, currency and appropriateness, separate from usability testing.

Also called subject-matter expert (SME) review

TestStage 63Props and Pilotsslide 52 (opens in a new tab)
Exploration map

A map on which a team plots the prototypes it has built along two chosen dimensions, to see which areas have been explored and which have not.

PrototypeStage 53Props and Pilotsslide 17 (opens in a new tab)
F
Fake door test

Offering a button or link to a feature that does not yet exist, to measure how many people try to use it. Those who click see an honest message that the feature is being considered.

Also called painted door test

TestStage 63Props and Pilotsslide 55 (opens in a new tab)
Feedback capture grid

A four-part grid for recording feedback during or after a test: likes, criticisms, questions and ideas.

Also called feedback grid

TestStage 63Props and Pilotsslide 49 (opens in a new tab)
First-click test

Showing users a screen and a task, and recording where they click first. A correct first click strongly predicts task success.

TestStage 63Props and Pilotsslide 45 (opens in a new tab)
Five-second test

Showing a screen for five seconds, then asking what users remember and what they think it is for, to check the first impression and main message.

TestStage 63Props and Pilotsslide 46 (opens in a new tab)
G
Guerrilla testing

Quick, informal tests of five to ten minutes with whoever is available, in a public place or office, to catch obvious problems cheaply.

Also called hallway testing · corridor testing

TestStage 63Props and Pilotsslide 38 (opens in a new tab)
H
Heuristic evaluation

Experts review an interface against a set of usability principles, most often Nielsen's ten heuristics, and rate the severity of each problem.

Also called expert review · usability inspection

TestStage 63Props and Pilotsslide 43 (opens in a new tab)
I
I like, I wish, I wonder

A three-prompt format for giving feedback: what I like, what I wish were different, and what I wonder about.

Also called rose · thorn · bud (a similar format)

TestStage 63Props and Pilotsslide 50 (opens in a new tab)
Item analysis

Analysing how each question performed: its difficulty (the proportion correct), its discrimination (whether stronger students got it right more often) and how each distractor was chosen.

Also called item statistics

TestStage 63Props and Pilotsslide 62 (opens in a new tab)
L
Learning materials prototype

A draft version of learning materials, such as worksheets, slides or an online module, made quickly to try with learners before full production.

Also called draft module · pilot materials

PrototypeStage 53Props and Pilotsslide 23 (opens in a new tab)
Lesson prototype

Teaching a short segment of a lesson to peers, or to a small group of students, to test it and get feedback before teaching the full lesson. Microteaching was developed at Stanford in the 1960s.

Also called microteaching · rehearsal lesson

PrototypeStage 53Props and Pilotsslide 21 (opens in a new tab)
M
Minimum viable product

The smallest version of a product that lets a team learn whether its core idea works with real users (Ries, 2011). An MVE extends the idea to the smallest set of partners needed to test an ecosystem. For the term itself, see Stacks and Sprints B9.

Also called MVP · minimum viable ecosystem (MVE)

PrototypeStage 53Props and Pilotsslide 15 (opens in a new tab)
Moderated usability test

A facilitator watches a user attempt realistic tasks with a product or prototype, asks them to think aloud, and records where they succeed and struggle.

Also called usability testing · user testing · structured usability testing

TestStage 63Props and Pilotsslide 35 (opens in a new tab)
Moderation

A process in which markers mark the same samples, compare and discuss their judgements, and agree a shared standard before and during marking.

Also called rubric calibration · standardisation · marker calibration

TestStage 63Props and Pilotsslide 64 (opens in a new tab)
P
Paper game prototype

A game made with cards, boards, dice and tokens to test rules and play before building a digital version.

Also called tabletop game prototype

PrototypeStage 53Props and Pilotsslide 26 (opens in a new tab)
Paper prototype

Hand-drawn or printed screens and interface pieces that a person "operates" by swapping paper in response to a user's taps and choices.

Also called paper prototyping

PrototypeStage 53Props and Pilotsslide 7 (opens in a new tab)
Pilot

A small-scale trial of a programme, product or policy in real settings, to learn whether it works and how to implement it before wider rollout.

Also called trial · field trial · pilot lesson

TestStage 63Props and Pilotsslide 57 (opens in a new tab)
Policy prototype

Testing a policy idea by making the artefacts people would actually meet, such as a letter, a form, a guideline or a service step, and trying them with users before the policy is finalised.

Also called prototyping policy

PrototypeStage 53Props and Pilotsslide 30 (opens in a new tab)
Pre- and post-test

Measuring learners' knowledge or skill before and after an intervention, ideally with a comparison group, to estimate learning gain.

Also called learning gain measurement

TestStage 63Props and Pilotsslide 61 (opens in a new tab)
Preference and desirability testing

Showing users design options and asking which they prefer and why, or asking them to pick words from a list, such as Microsoft's 118 product reaction cards, to describe a design (Benedek & Miner, 2002).

Also called product reaction cards · desirability study

TestStage 63Props and Pilotsslide 48 (opens in a new tab)
Prototype sequence

A planned succession of prototypes from Stanford's ME310 course, each answering a different question, from whether a key experience matters to whether the whole solution works.

Also called ME310 prototype types: critical experience · critical function · dark horse · funky · functional · X-is-finished · final

PrototypeStage 53Props and Pilotsslide 16 (opens in a new tab)
R
Readability testing

Checking that users understand text. A cloze test removes every fifth to seventh word and asks readers to fill the gaps. Scores of about 60% or more suggest the text is readable for that audience.

Also called cloze test · comprehension testing

TestStage 63Props and Pilotsslide 51 (opens in a new tab)
RITE testing

A form of usability testing in which the team fixes clear problems between sessions, so later participants test an improved version (Medlock et al., 2002).

Also called rapid iterative testing and evaluation

TestStage 63Props and Pilotsslide 39 (opens in a new tab)
Rubric drafting

Writing the criteria for judging a performance and the descriptions of each level of quality.

Also called marking scheme design · scoring guide

PrototypeStage 53Props and Pilotsslide 25 (opens in a new tab)
S
Service rehearsal

Acting out a service at full scale, with staff and props, in the real or a simulated setting, to test and refine the interactions.

Also called service prototyping · service staging · investigative rehearsal

PrototypeStage 53Props and Pilotsslide 20 (opens in a new tab)
Sitemap

A hierarchical diagram of the pages or sections of a product, showing how they are grouped and linked.

Also called navigation design · IA diagram

PrototypeStage 53Props and Pilotsslide 10 (opens in a new tab)
Solution interview

An interview in which a proposed solution, often a prototype or demo, is shown to users to check whether it solves their problem and whether they would use it (Maurya, 2012).

Also called problem and solution interview

TestStage 63Props and Pilotsslide 41 (opens in a new tab)
Space mock-up

Trying out a room layout at full scale with tape on the floor, cardboard or movable furniture, before committing to a design.

Also called full-scale mock-up · tape-out · pop-up classroom

PrototypeStage 53Props and Pilotsslide 29 (opens in a new tab)
T
Test card

A one-page plan for a single test, stating the assumption, what will be done, what will be measured and what result would count as success. Strategyzer's test card and the Toolbox's testing sheet are versions of this.

Also called testing sheet · prototype to test · test plan

TestStage 63Props and Pilotsslide 34 (opens in a new tab)
Think-aloud protocol

Asking participants to say what they are thinking as they work, so that researchers can hear expectations, confusion and reasoning.

Also called concurrent think-aloud

TestStage 63Props and Pilotsslide 37 (opens in a new tab)
Tree testing

Participants find items in a text-only version of a site's hierarchy, which tests the structure and labels without the influence of visual design.

Also called reverse card sort

TestStage 63Props and Pilotsslide 47 (opens in a new tab)
U
Unmoderated remote test

Participants complete tasks on their own, usually through an online tool that records their screen, clicks and sometimes voice.

Also called remote usability test

TestStage 63Props and Pilotsslide 36 (opens in a new tab)
User flow

A diagram of the steps and decisions a user goes through to complete a task, from entry point to goal. A wireflow uses small wireframes as the steps.

Also called task flow · wireflow · screen flow

PrototypeStage 53Props and Pilotsslide 9 (opens in a new tab)
V
Video prototype

A short film showing a concept in use, made with phone footage, sketches or mock-ups, to communicate an idea and gather reactions before building it.

Also called vision video · concept video

PrototypeStage 53Props and Pilotsslide 18 (opens in a new tab)
W
Wireframing

Drawings of a screen's layout, content and functions without visual styling, used to agree structure and behaviour.

Also called wireframes · low-fidelity mock-ups

PrototypeStage 53Props and Pilotsslide 8 (opens in a new tab)
Wizard of Oz prototype

A prototype in which a hidden person produces the system's responses, so that users experience a working product before the technology exists.

Also called Wizard of Oz testing

PrototypeStage 53Props and Pilotsslide 13 (opens in a new tab)
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