The Office of Energy Efficiency and Renewable (EERE) has custom templates and specific examples to plan, conduct, and report on usability and analysis activities for EERE websites and applications. These templates are examples of forms to use, but you are not required to use them.
For more information on the usability techniques associated with these templates, see EERE's Usability and Analysis Techniques Guidebook.
Measurable Goals
- Measurable goals (template)
- Measurable goals for an EERE office website (example)
Surveys
- Survey report (template) – Example content for a PowerPoint presentation on your results. Presentations should use EERE's PowerPoint Templates.
Statistics and Search Log Analysis
- Search log analysis (example) – Example of a search log analysis report from the EERE's 2011 user research project
- Statistics and search log report (template) – Example content for a PowerPoint presentation on your results. Presentations should use EERE's PowerPoint Templates.
Interviews and Focus Groups
- Interview script (template)
- Interview/focus group report (template) – Example content for a PowerPoint presentation on your results. Presentations should use EERE's PowerPoint Templates.
- Sample questions for stakeholders
Click Analysis (Using Crazy Egg)
- Click analysis report – Example content for a PowerPoint presentation on your results. Presentations should use EERE's PowerPoint Templates.
Customer Profiles and Personas
- User research report (template) – Example content for a PowerPoint presentation on your results. Presentations should use EERE's PowerPoint Templates.
Usability Reviews
- Usability review (template) – Suggested guidelines to use in evaluating EERE sites and a template for collecting your findings and reporting your results
Usability Testing
Planning Your Test
- Test planning spreadsheet – Core planning document, used to keep track of research questions, user tasks, business goals, scenarios, and pre/post test questions. Includes examples of typical pre- and post-test questions.
- Process and materials list – Comprehensive list of the steps and materials typically used in usability testing studies; can be modified as necessary to help you keep track of the process and materials for your particular study.
Recruiting Participants
- Recruitment criteria and schedule – To keep track of particular recruiting criteria and quotas, participant scheduling, and participant background information
- Recruitment screener – Script for screening potential test participants
- Recruitment emails – Recruitment, participant confirmation, and reminder emails
- Consent to record forms – To be sent to remote test participants with test invitation; in-person participants can sign when they come for their session
- Thank you note for participants
Preparing Test Materials
- Facilitator script – Includes introductory script, pre- and post-test interview questions, scenarios, and prompts
- Note taker's spreadsheet – For note takers to record verbal comments, paths, task success scores, and SUS scores
- Facilitator/observer note taking sheet – Simplified note taking sheet for facilitator and observers
- Task success criteria – Sample success criteria for scoring scenarios
- System usability score (SUS) questionnaire — For in-person tests
- Issue tracking spreadsheet – To help keep track of issues uncovered during the test
Analysis and Reporting
- Scenario-by-scenario analysis – Method for reporting analysis of each scenario; could be included in a final report
- Usability test final report – Example content for a PowerPoint presentation on your results. Presentations should use EERE's PowerPoint Templates.
Card Sorting
- Card list (template)
- Card list for an EERE office remote sort (example)
Tree Testing
- Tree test planning spreadsheet (template)