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Pablo Rodriguez

Script

Design the script to be consistent across sessions yet flexible enough to uncover why users behave a certain way.

  • Opening
    • Welcome and rapport building; explain purpose: you are testing the design, not the person.
    • Consent: describe recording, data use, storage, and the right to stop at any time.
    • Privacy: reassure that identifying details will be removed from notes/clips.
    • Think‑aloud request: ask participants to say what they expect and what surprises them.
    • Basics: optionally collect name (or alias), general background relevant to the product (e.g., role, context of use).
  • Tasks
    • Prompts map to research goals and questions; one primary goal per task.
    • Observe behaviors (navigation, hesitation, backtracks), not just outcomes.
    • Use neutral probes to understand reasoning without leading.
  • Wrap‑up
    • Quick reflections: what worked, what was confusing, what they would improve first.
    • Overall ease, confidence, and likelihood to use/recommend.
  • Consistent: read verbatim; avoid rephrasing that changes meaning.
  • Open‑ended: encourage explanation and alternatives beyond yes/no.
  • Objective: avoid implying a correct answer or path.
  • Goal‑oriented: each maps to a goal/RQ and intended observation/KPI.
  • Encourage elaboration: “What makes you say that?” “What were you expecting there?”
  • Be flexible in follow‑ups to reveal mental models without steering.
  • Follow the participant’s lead when new relevant topics emerge; timebox detours.
  • Maintain privacy; never reference other participants or prior sessions.
  • Keep a calm demeanor; avoid verbal/non‑verbal cues that signal correctness.
  • Specific and action‑oriented: “Book a morning yoga session for Tuesday.”
  • No clues: avoid using on‑screen labels (e.g., don’t say the exact button text).
  • One objective per task; avoid multi‑goal prompts that complicate analysis.
  • Define success/failure and assistance ahead of time; set timeouts where needed.
  • Plan follow‑ups: short, neutral probes to explore why without steering the path.

Opening Script (Example)

  • Welcome and thanks; explain purpose and think‑aloud.
  • Confirm consent; start recording if applicable.
  • Context: “We’ll look at a prototype; some parts may not work yet.”
  • Remind: “There are no right or wrong answers; your feedback helps improve the design.”

Task Prompts (Examples)

  • “Find and enroll in a beginner class that fits your schedule.”
  • “Change your enrollment to a different time.”
  • “Locate where to update your notification preferences.”

Begin Interview Checklist

  • Welcome and rapport + quick warm‑up question.
  • Consent and privacy; explain recording and data handling.
  • Basics: confirm device, context of use, any AT in use.
  • Remind think‑aloud and voluntary participation; invite breaks and questions.
  • Welcome and thank participants; build rapport with a simple warm‑up.
  • If observed or recorded, ask for consent beforehand.
  • Ask for basic information (e.g., name, age, occupation) if needed for context.
  • Reassure participants the interview is not a test; there are no “right” answers.
  • Remind participants to think out loud throughout the session.
  • Set expectations around what works and what doesn’t in the prototype.
  • Be open and transparent: invite questions, clarify as needed, offer breaks.
  • Explain why you’re collecting this data and how it will be used.
  • Assure participants their privacy will be respected and identifying details will be scrubbed from recordings/notes.

Summary: A disciplined script standardizes sessions while allowing natural exploration. Keep prompts neutral, tie each to goals, and protect participants’ privacy from the first sentence to the last.