Choosing Templates for Your Design and Development Process

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At a Glance

Templates allow you to quickly collect high-fidelity feedback that aligns with your goals. This article provides tips for selecting templates for different stages in your design and development process to help you achieve desired outcomes.

 

Depending on what kind of design and development process your team follows, UserTesting has a list of test templates that can help you gather insights and inform decisions at every stage. All templates can be found in the Template gallery.

Templates for the Design Thinking Process

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Design Thinking is “an iterative process in which we seek to understand the user, challenge assumptions, and redefine problems in an attempt to identify alternative strategies and solutions” (Interaction Design Foundation). If your team observes this process, UserTesting recommends using the following test templates at each stage:

Empathize Stage

  • Customer environment and context: Understand the relationship between your customers and the real world
  • Discover needs and frustrations: Identify opportunities for improvement, or understand people’s needs and pain points.

Design Stage

  • Buyer persona characteristics: Assess attributes of your customer that may affect their buying behaviors
  • Customer journey: Understand how customers engage with your brand or products across multiple touchpoints

Ideate Stage

  • Value proposition validation: Evaluate how the value of your offer is perceived by the target audience
  • Concept validation: Learn how customers respond to a new concept or idea

Prototype Stage

  • Prototype evaluation: Observe people using a pre-production experience
  • Information architecture: Use templates for card sorting, feature prioritization, mobile app navigation, tree testing, and website navigation to understand how users navigate a new experience

Test Stage

  • Mobile/website evaluation: Assess critical characteristics of your app or website such as appearance, ease of use, and trust 
  • System Usability Scale (SUS+): Measure the ease of use of an experience, product, or design

Templates for Agile Processes

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Agile processes focus on “thinking through how you can understand what’s going on in the environment that you’re in today, identify what uncertainty you’re facing, and figure out how you can adapt to that as you go along” (Agile Alliance). If your team observes this framework, UserTesting recommends using the following test templates at each stage:

Plan Stage

  • Product adoption: Gain insights about what keeps your most loyal customers engaged with your products
  • Market expansion: competitive evaluation: Collect customer perceptions of a competitor in a new target market
  • IA - Feature prioritization: Understand which features are important to people and why
  • Discover needs and frustrations
  • Discover needs and frustrations: Identify opportunities for improvement, or understand people’s needs and pain points.

Design Stage

  • Messaging comprehension: Gather reactions to messaging and positioning
  • Concept validation: Learn how customers respond to a new concept or idea
  • Visual design evaluation: Gather insights about creatives, designs, videos, or other visual elements

Develop Stage

  • Prototype evaluation: Observe people using a pre-production experience
  • IA - Website navigation: Gather insights about how users navigate websites to find key information

Test Stage

  • System Usability Scale (SUS+): Measure the ease of use of an experience, product, or design
  • Value proposition validation: Evaluate how the value of your offer is perceived by the target audience

Deploy Stage

  • Mobile/website evaluation: Assess critical characteristics of your app or website such as appearance, ease of use, and trust 

Feedback Stage

  • Website/mobile app comparison: Compare two website or mobile app experiences side-by-side

Learn More

Need more information? Read these related articles.

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