Prioritization Matrix App

Overview 

A prioritization exercise can help you reduce organizational risk by collecting objective feedback from customers on what to prioritize and why. We recommend most users start with the IA - Feature prioritization template that is available in the Templates gallery (under the Information architecture category).

The prioritization matrix app can be used to collect participant feedback by including it as a link from your UserTesting test. Benefits of using the prioritization matrix app include:

  • The prioritization exercise is already structured for you—with frequency (low to high) on one axis and importance (low to high) on the other axis.
  • The app calculates the prioritized list of items.

Note: Prioritization matrix tests are not optimized for mobile.

When should you run a prioritization activity?

Running a prioritization activity is a good idea when you:

  • Need to reach a consensus quickly, especially when deciding on the priority of projects to complete or features to add.
  • Need customer input when deciding which tasks or features to remove (or remove from the current release).

How do I set up the prioritization activity for my test? 

1. Go to ia.usertesting.com

Select prioritization matrix when creating a new test.

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2. Enter the test details.

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Click on the Advanced Options tab to customize your test.

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When you expand Advanced Options, you are presented with the following tasks:

  • Customise Axis - Allows you to overwrite default plot labels
  • Restrictions - Allows you to define single or multiple participants allowed per computer
  • Expiration - Allows you to set a date for the public test link to expire
  • Project Results - Allows you to decide whether to keep test results private, or share them, which generates a shareable link for reviewing the results data

Click Save Test Details when you are finished customizing the test.

3. Set up the matrix.

Enter the Cards—these are the items that the participants will prioritize.

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Label each card you want participants to sort. You will need at least two cards added to enable Publishing, and you can have as many cards as you want. To add more cards, click Add Card.

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You also have the option to add images to your cards. To add images, click Show/Hide Images input. The maximum number of images you can upload at one time is 20 images, 8MB total. If your image file size exceeds these limits, upload images in several smaller groups. Images must also be <2MB in size and be .jpg, .gif, or .png files. For image cards, you must label each image. Click Save Cards to upload.

Note: Your cards can be a mix of images and no images.

4. Publish the test.

Select the button to publish the test and then copy the URL to share with your participants.

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Note: Creators can access, edit, and view results for their own tests. They cannot view or access tests launched by others on the account. Admins can publish and unpublish tests created by others, just as the creator can. However, admins cannot edit tests created by others. Once a test is deployed, admins can also view and share results as necessary.

How do I include my prioritization exercise link in my UserTesting test?

For an unmoderated test, add a task that explains that—in the next task—they will be prioritizing a list of content based on the frequency they use it and its importance to them. Add any additional context that a participant might need.

Then add a URL asset at the appropriate point in your test and put the prioritization exercise link into the URL field. Update the instruction text to reflect that they will be taken to a prioritization activity.

Including_prioritization_exercise_PMA.jpg

For Live Conversation tests, at the appropriate point in the discussion, put the link to the prioritization activity into the chat, so that the participant can follow the link and complete the activity during the session.

Results of your Prioritization Matrix 

The prioritization matrix provides a prioritized list of the items you presented to participants, based on their rankings.

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It also provides a graphical view where you can see where each item falls on the matrix based on the rankings provided by all the participants.

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Related Resources 

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