A User-Centred Design Approach to Data Visualizations
Participant Workbook
© Valerie Mais 2019
Phase I: Research
User interview questions
1. Tell me a little about you (e.g. occupation, education, family, hobbies, etc.).
2. What aspect(s) of a healthy lifestyle would you like to monitor in 2019?
3. Why is this important to you?
4. When would you use this information?
5. Where would you use this information?
6. Do you monitor this information currently (digitally or non-digitally)? If so, how do
you monitor this information? What do you like and dislike about it? Do you
encounter any challenges?
User interview notes
Phase I: Research
User interview synthesis
1. Who is the user?
2. Where should our product fit in their work or life?
3. What problems should our product solve?
4. When and how should our product be used?
5. What features are important to our user?
6. How should our product look and behave?
Source: Gothelf, J., Seiden, J. (2016) Lean UX: Designing Great Products with Agile
Teams. Sebastopol, CA: O’Reilly Media, Inc.
Phase II: Wireframe
Types of charts by function https://datavizproject.com/
Make comparisons
| Horizontal/vertical bar | Bullet | Heatmap |
See distributions
| Box and whisker | Histogram |
Spot trends over time
| Line | Area |
Understand relationships
| Scatterplot | Bubble |
Use the space below to draw your wireframe, or use other
sheets of paper provided.
Phase II: Wireframe
User feedback
| ( + ) Likes | ( – ) Dislikes |
| ( ? ) Questions | ( ! ) Suggestions |
Phase III: Prototype
Usability Test Template
Describe the task(s) you wish to test:
Reflect on your user’s goals and key activities. For example, a goal of the user may be to do more bench
presses every week. Can they use your dashboard to:
1. See if they are improving each week;
2. See how much they are improving each week;
3. See how close they are to achieving their goal.
Read this introductory script to your test participant:
Hello Name of the participant, thank you for coming. My name is your name and I’m the designer of
this health and wellness dashboard. I’m going to walk you through the session today.
Before we’ll start I have some information for you.
We’re currently testing this product to learn as much as we can about the way people use it. Every product
is intended to work in a certain way by its creators, but as you know – the reality might be quite different.
The goal of this research is to get us as close to the reality as possible.
The session will take about an hour.
Please remember, during the next hour, that we’re testing this product, and not you. Don’t worry at all
about mistakes. If they happen, it’s the fault of the product. Finding about it is absolutely fantastic and
gets us closer to creating a great product.
During the whole test, please try to think out loud. Share anything that’s in your head. Tell me what you
are looking at on the screen, what your thoughts are, what you like and what don’t you like, et cetera. We
want to learn about your honest reactions to this health and wellness dashboard.
Do you have any questions before we begin?
Source: https://www.uxpin.com/usability-test-kit
Phase III: Prototype
Usability test questions:
Walk me through how you would use this dashboard to [describe task].
Note: If you have more than one task you wish to test, test one task at a time.
Probes:
– Why did you look there?
– What design element gave you that answer?
– How did you decide to do that?
Notes:
Phase III: Prototype
Usability Test Analysis
Critical issues:
Issues that prevented users from completing the task, and caused significant levels of frustration.
Major issues:
Issues that prevented users from completing the task properly/accurately, and caused moderate levels of
frustration.
Minor issues:
Users were able to complete the task properly, but with some frustration and confusion.
Your design recommendations:
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