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Practical guide · Free to read

Choose a small test before a big commitment.

Choose something you need to learn, then try a small way to find out before making a larger commitment.

Something to take away

One question to investigate, a test with clear limits, and a point to review what you learned.

Name what would change your next decision

Complete this sentence: for my next step to make sense, I am assuming that ____. You may have several answers. Choose one that affects what you would do next and that you can reasonably investigate.

Build only what you need to investigate that question. For example, a rough booking page can help you observe whether someone understands the proposed steps. Record what the exercise can and cannot tell you before spending more on it.

Match the activity to the question

If you are unsure how someone deals with a problem, a conversation or observation may help. If the question is whether your instructions are understandable, ask someone to try a rough version. If you are unsure how long a task takes, rehearse the task and record what happens.

Write what this activity cannot answer. A readable booking page does not establish demand, and an enthusiastic conversation does not establish repeat purchasing.

Decide what you will notice before you begin

Choose a practical limit: the time you will spend, the number of sessions you can arrange, or the effort you can afford to use. Then decide when you will stop and review.

At review, keep observations, interpretations, and unanswered questions separate. Your next move can be to continue, change the approach, ask a different question, or put the idea aside. No score is needed to make that note useful.

Try it in your own situation

Write a test in five lines

  1. I am assuming…
  2. I will investigate it by…
  3. I will notice or record…
  4. My limit and review point are…
  5. This test will not tell me…

Use the Idea Worksheet to keep the question, limits and next step together.

Use the free worksheet
Sources and further reading

Original Brass Charter examples and exercises, with background reading from the source below.

Digital.gov: How to conduct a usability test

Background on observing people using a prototype to complete a task.

Learn it step by step

Give this question a little more room.

Five lessons help you turn a broad idea into a question, a bounded activity and a test plan you can keep.

Explore the course preview

Full learning preview · Five lessons and an applied task

Outside learning & help

Bring another perspective.

Find resources and outside help related to this topic. Check what each offering provides, what access involves, and where its limits are.

Explore learning about customers