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UX - Certified Usability Analyst (CUA) Fast Track

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UX - Certified Usability Analyst (CUA) Fast Track

WHAT YOU WILL LEARN

Part 1: USER EXPERIENCE (UX) FOUNDATIONS

This course provides participants a research-based and practical understanding of the foundational models and insights essential to the UX field. You will learn that you don’t see the way you think you see. You don’t make decisions the way you think you decide. You don’t remember things the way you think you recall. And you don’t move the way you believe that you move. Without this foundation, you will design based on common sense…which is often wrong.


Understanding human vision, intellect, memory, and motor function is the baseline upon which every skilled UX professional should build their career; we show clearly how each idea applies directly to design decisions. This course will help you build credibility and improve your results by giving you the knowledge required to present your ideas from a research-based point of view.


What you’ll learn

We asked our top UX consultants which research findings and models they found most useful in their daily practice. Some findings were new, and the oldest went back to 1908. Taken together, they require a real shift in your understanding of how people function, and therefore a real shift in how you will design. These are the foundational models of the UX professional, and they will carry you forward as you continue to learn about the field.


Learn the key research and models defining

• Vision

• Intellectual Processing

• Memory

• Motor Control


Also learn about

• Managing individual differences

• Understanding new research





Part 2: USER-CENTERED ANALYSIS AND CONCEPTUAL DESIGN

User-centered analysis provides the basis for designing software that makes sense to your users. Use proven, objective data gathering techniques to develop a clear understanding of who your users are and how they will approach your Web site or application.


Create effective, usable interfaces—the first time. This seminar walks you through HFI’s process for collecting and analyzing relevant user and task data, and for developing a conceptual architecture for design. Alternating between explanation, discussion, and hands-on exercises, the course offers participants the tools and confidence necessary to plan and conduct effective user-centered analysis.


What you’ll learn

• User Profiling

• Data Gathering

• Task Analysis

• Transitioning to design


Part 3: THE SCIENCE AND ART OF EFFECTIVE WEB AND APPLICATION DESIGN

Designing intuitive and effective user interfaces is both science and art. During this course, participants will learn how to apply research-based and field-tested Web and application design principles and methodologies.


Initially they will focus on the four foundational layers of the interface: Navigation, Presentation, Content, and Interaction. Participants will then be provided with the framework and methodology needed to support rapid prototyping initiatives. Finally, they will extend their sphere of influence through the application of accessibility and cross-cultural design methods.


What you’ll learn

• How to implement user-centered requirements into usable designs

• How to integrate the focal points of design: Navigation, Presentation, Content, and Interaction

• How Web site and application design strategies differ and overlap


Part 4: PRACTICAL USABILITY TESTING

Rich functionality is worth little if the user can’t access it. Progressive testing of Web sites and software applications is critical for creating user-centered designs.


This course provides quick and practical testing techniques that you can use to help move the design into compliance with the users’ needs, limitations, mental models and cognitive styles. This today comprehensive course gives designers and developers tools and techniques to observe how users experience their interfaces. You will learn essential testing techniques ranging from simple paper prototype tests to cutting-edge remote testing using advanced tool sets, so that you can successfully moderate your usability tests.


What you’ll learn

• How to design, analyze, and present results of tests

• Refine your facilitation technique

• Remote testing

• Comparison tests

• How to use server logs for usability


AUDIENCE

Part 1

Usability Practitioners, Web Site/Intranet Developers, Application Developers, Interface Designers, and Project Managers, with the desire to explore and apply scientific usability research to their practical, daily work.


Part 2

Web and application designers, system analysts, software engineers, information architects, experience designers, and documentation specialists. Anyone involved in the development of interfaces or interface requirements.


Part 3

Those involved in the design and development of e-commerce, sites, informational and promotional sites, intranets, and applications


Part 4

Web and application developers, interface designers, information architects, project managers, quality control personnel, market researchers, graphic artists


METHODOLOGY

Part 1

• A comprehensive student manual

• Quick reference job aids


Part 2

• A comprehensive student manual

• A student exercise book

• The benefit of a wealth of knowledge and experience in software usability engineering


Part 3

• A comprehensive student manual

• Workbook and Resource Guide that contains:

o Course exercises

o User interface control selection guide

o Glossary with annotations and illustrations

o Quick reference job aids


Part 4

• 150-page student manual

• Quick reference guides for all the major chapters

• Samples of usability questionnaires, screeners, performance rating sheets

• A ten-point usability test checklist

• Hands-on exercises and practical knowledge that you can't get from reading a book


COURSE OBJECTIVES

Part 1

Upon completion of this program, participants should be able to:

• How good user experience (UX) design is dependent on a scientific understanding of how people function

• How the key research-based models, insights and principles in the UX field impact design. This includes aspects of human

o Vision

o Intellect

o Memory

o Motor Control

• Various methods that directly apply these models, insights, and principles to design of interactive applications

• Variation in users that impact design

o Individual Differences

o Disability

o Cultural Differences

• Sources of research and insights for UX professionals

• How to tell if you can believe the research

• Pathways to excellence in the UX profession


Part 2

Upon completion of this program, participants should be able to:

• Develop a design strategy

• Create user profiles, personas and scenarios

• Develop meaningful interview questions

• Carry out effective interviews

• Understand the challenges of survey design

• Analyze task flow

• Understand and identify primary nouns

• Develop user-driven information architecture

• Engage in user-centered task/tool redesign


Part 3

Upon completion of this program, participants should be able to:

• Identify, select, and implement appropriate navigation models used to build intuitive navigation structures

• Make better decisions and recommendations to improve visual design, including layout, color, graphics and icons, and text

• Implement effective usability-based content organization and treatment methods

• Ensure intuitive interaction through appropriate UI control selection and error and feedback design

• Increase design efficiency using Web and application standards

• Extend their UCD sphere of influence into the domains of user experience, accessibility, and cross-cultural design


Part 4

Upon completion of this program, participants should be able to:

• Survey the scope of usability issues

• Know the four factors that drive your testing

• Know the appropriate test and when to use it

• Learn tests that uncover problems with content organization, task flow, and brand strategy

• Conduct performance-based tests using paper and functioning prototypes

• Review advanced prototype testing that adds precision to your performance measures

• Design and conduct a remote test

• Learn to analyze Web traffic logs

• Review a 10-point checklist of the critical components of a successful usability test plan


Expand All

Modules

Part 1

Module 1: Understanding User Experience (UX)

• A panoramic overview of UX
o History
o Core of the Field
o Objectives
o ROI
o Methods
o Institutionalization

Module 2: Visual
• You do not see the way you THINK you see
o It is NOT like a camera
o Visual link analysis
o Wiggly things are distracting
o Objects are inferred and distance is relative

Module 3: Intellectual
• You do not make decisions the way you THINK you do
o No, you can’t do three things at once (and neither can your user)
o Design for human speed
o Using signal detection theory
o Design for arousal and stress

Module 4: Memory
• You do not remember the way you THINK you do
o It is NOT like a tape recorder
o Design so they don’t have to remember
o Helping users remember
o Engineering schemata
o The power of expectation and bubbles

Module 5: Motor
• You do not move the way you THINK you do
o No, your movement is not all voluntary and under conscious control
o But how can you walk and talk at the same time?
o Motor programs
o Movement speed
o Train wrecks with proactive inhibition
o Designing for biomechanics and anthropometry

Module 6: Know Thy User
• Designing for users, not yourself
o What are the things you need to know about your user? (Free dinner for two if you can add to our list!)
o Accessibility is not just about vision and making Jaws work
o Careful! The icons you choose may have varied meanings around the world

Module 7: Research
• You need to read the research literature, but you need to KNOW what to believe
o Sources
o Can you believe it?
o Lies, damn lies, and statistics

Module 8: Summary
• Every successful journey needs a roadmap
o Options for learning more
o Professional level courses
o Certifications
o A lifetime of achievement

Part 2

Module 1: Introduction to UCA

• Mental models

• Knowing how the user works

• Which UCA steps to perform

• Obstacles of user-centered analysis

• ROI—justifying the right process


Exercise: Evaluate task flow

Exercise: Calculate ROI


Module 2: Creating a Design Strategy

• Components of a design strategy

• Site strategy drives design strategy

• Where to get strategy information

• Mining existing documentation

• Working with brand objectives


Exercise: Develop a design strategy


Module 3: Profiles and Personas

• The value of profiles and personas

• User profiles

• Task profiles

• Environment profiles

• Personas


Exercise: Develop user profiles

Exercise: Develop high-level task/content list

Exercise: Create task prioritization diagram

Exercise: Create environmental profile

Exercise: Develop personas


Module 4: Field Studies

• Data gathering methods

• Choosing the right method

• Elements of the field interview

• Developing good interview questions

• Good and bad interview technique

• Conducting a user observation


Exercise: Write interview questions

Exercise: Conduct interviews


Module 5: Complementary Data Gathering

Methods

• Value of complementary methods

• Focus groups

• User group meetings and usability roundtables

• Facilitated workshops and JAD sessions

• Using surveys and other indirect methods

• Online surveys

• Using multiple methods


Exercise: Create online survey

Exercise: Choose the best data gathering method to use


Module 6: Scenario and Task Analysis

• The power of a scenario

• Scenarios vs. use cases

• Determining the level of detail

• Scenarios drive priorities

• Identifying functions and tasks

• Common errors and challenges in task analysis

• Characterizing the new task design


Exercise: Develop scenarios

Exercise: Fix task flow


Module 7: Primary Noun Architecture

• Value of primary nouns

• Identifying primary nouns

• Describing primary nouns

• Primary noun views

• Defining primary noun details

• From primary nouns to navigation


Exercise: Determine primary noun sand views

Exercise: Develop primary noun table

Exercise: Create high-level navigation diagram


Module 8: Information Architecture

• Costs of poor organization

• Basic organization schemes

• Hybrid schemes

• Shallow vs. deep structures

• Labeling systems

• Affinity diagrams and card sorting techniques

• Card sorting tools


Exercise: Conduct and analyze a card sort

Exercise: Create high-level in formation architecture


Module 9: Getting Ready for Design

• Getting sign-off on the contract for design

• Using concept sketches to drive out requirements

• Setting usability criteria


Exercise: Develop usability criteria


Part 3

Module 1: Design is Science and Art

• Scientific models in user-centered design (UCD)

• Definition of UCD


Exercise: Designing for functional requirements


• Characteristics of usable designs

• UCD Benefits


Exercise: Conduct a design heuristic evaluation


Module 2: Navigation

• Characteristics of usable navigation

• Primary navigation systems

o Hierarchical models

o Persistent design systems

o Sequential navigation

o Search

• Supplemental navigation

o Index

o Breadcrumbs

o Quick links

• Multiple systems navigation design


Exercise: Select appropriate navigation models


Module 3: Presentation

• Visual-cognitive processing

o Eye movement and eye tracking

o Gestalt principles of visual design

• Layout


Exercise: Evaluate and redesign a cluttered screen


• Color

• Graphics

• Text


Module 4: Content

• Printed vs. digital content

• Writing for clarity

o Writing style

o Word choice

o Mechanics

• Methods that facilitate scanning

o Writers’ pyramid

o Headings, bulleted and numbered lists


Exercise: Sharpen writing skills


Module 5: Interaction

• Factors that influence interaction design

• User interface controls

o Data entry and selection

o Navigation and action

o Multi-function controls


Exercise: Selecting appropriate UI Controls


• Error handling and prevention

• Feedback

Exercise: Design an effective feedback message


Module 6: Screen Elements and Wireframing

• Screen elements

• Wireframing

o Low fidelity

o High-fidelity

• Effective prototyping strategies


Exercise: Build a paper wireframe


Module 7: Accessibility

• Why design for accessibility

• Types of disabilities

o Vision

o Hearing

o Motor

o Cognitive

• Assistive technologies

• Accessibility laws

• Accessibility guidelines

o Section 508 Guidelines

o Accessibility Guidelines (WCAG 2.0)

o Web Accessibility Initiative (WAI)

• Evaluating for accessibility


Exercise: Conduct a site review for accessibility


Module 8: Internationalization

• Internationalization and Localization

• Multicultural considerations

• Internationalization design process and usability testing


Module 9: Beyond Design Knowledge

• Barriers to implementing UCD practices

• UCD practitioners’ knowledge, skills, and abilities

• Academic training and HFI certification

• UCD and HCI professional organizations


Part 4

Module 1: Introduction

• The purpose of usability testing

• Usability testing is an essential form of feedback

• Why testing is critical

• Why even good designers get it wrong the first time

• Benefits of testing early and often

Exercise: Conduct a mini- usability test on a Website


Module 2: Designing A Usability Test

• Types of usability tests

• Summative vs. formative tests

• How to formulate a solid test strategy

• The right number of participants

• Writing tasks for a usability test

• Overview of the testing process

o Planning

o Conducting

o Analyzing

o sharing & implementing results

• Usability labs


Exercise: Develop task wording for a usability test


Module 3: Early Prototype Testing

• What can you gain from an early prototype test

• Purpose and advantages of prototypes

• Reverse card-sort technique

• Performance-based testing

• Testing the brand and affordance


Exercise: Hands-on exercise performing a nearly prototype test

Exercise: Visual affordance test

Exercise: Brand design test

Exercise: Reverse card sort


Module 4: Advanced Prototype Testing

• What can you gain from an advanced prototype test?

• Setting usability criteria and performance metrics

• Using performance rating instruments


Exercise: Hands-on exercise performing an advanced prototype test


Module 5: Analysis and Reporting

• Capturing session data

• Compiling and tabulating data

• Analyzing findings

• Creating recommendations

• Presenting data

• Techniques to convince


Exercise: Prioritize test findings

Module 6: Remote Testing

• When to do remote testing

• Major obstacles to overcome

• Real benefits

• Available online tools


Exercise: Performing unmoderated and moderated remote tests


Module 7: Comparative Studies

• Purpose of comparison studies

• Overview of how to conduct a within-subjects and between-subjects comparison study

• How to analyze results from a comparison study


Module 8: Live Site Analysis

• How to make the most out of Web logs and server data

• Taking advantage of direct user feedback


Module 9: Refining Your Technique

• Enhancing your moderating techniques

• Responding to difficult testing situations

• What makes a good moderator?


Exercise: Rewriting probing usability testing questions


Module 10: Ten-Point Usability Checklist

• Practical points for conducting a usability test

• Allows you to:

o eliminate the risk of testing and not getting answers to your questions

o focus on the question and not the implementation of the test

o maximize your effort and leverage your budget


Exercise: UT scoping

Case problem using the 10-point checklist


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