Credible Checklists and Quality Questionnaires: A User-Centered Design Method
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About this ebook
Credible Checklists and Quality Questionnaires starts off with an examination of the critical but commonly overlooked checklist method.
In the second chapter, questionnaires and surveys are discussed. Asking questions sounds simple, but the hard truth is that asking questions (and designing questionnaires) is a difficult task. This chapter discusses being mindful of the choice of words, order of questions and how early questions influence later questions, answer scales and how they impact the user response, questionnaire design, and much more.
The final chapter provides examples of some common questionnaires (both free and fee-based) for assessing the usability of products.
After reading this book, readers will be able to use these user design tools with greater confidence and certainty.
Chauncey Wilson
Chauncey Wilson is a UX Architect with 40 years of experience in human factors, usability, and user experience design. He has published and presented widely at UXPA, STC, CHI, APA, and HFES conferences. The author has published several books and chapters on usability engineering, brainstorming, surveys, victimization, and inspection methods. He has worked in small and large firms, started teams, consulted for a large firm, and consulted as a lone consultant. He enjoys the role of mentor and always tries to highlight the pros and cons of methods, principles, and processes. He is a member of the Skeptic’s society and enjoys the role of “Chief Skeptic. Chauncey does not believe in magic numbers, miracle methods, or methodolotry.
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Credible Checklists and Quality Questionnaires - Chauncey Wilson
book.
Checklists
This book begins with a brief description of the essential, but often overlooked, checklist method. Checklists are used for many things in user-centered design (UCD), such as verifying that we are prepared for a usability test, that we have asked the critical questions during field interviews, and that we have followed best practices in the design of questionnaires. Chapter 1 provides some basic principles and practical tips for creating good checklists for UCD activities. Chapter 2 can be viewed as a checklist for questionnaire and survey designers. At the end of the book, an appendix provides information on some well-known usability questionnaires that might be useful for readers of this book.
Keywords
Checklist; checklist guidelines; questionnaire; survey; questions; usability; questionnaires guidelines; standard questionnaires; questionnaire bias; questionnaire best practices; user experience
Four generations after the first aviation checklists went into use, a lesson is emerging: checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized. They provide a kind of cognitive net. They catch mental flaws inherent in all of us—flaws of memory and attention and thoroughness. And because they do, they raise wide, unexpected possibilities.
Gawande, Atul, from The Checklist Manifesto: How to Get Things Right (p. 48)
Overview of Checklists
Types of Checklists
Do-Confirm/Read-Do Checklists
Procedure Checklists
Evaluation Checklists
Feature Checklist
Behavior Sampling Checklist
Activity Checklists
Entry/Exit Checklist
Research Checklist
When Should You Use a Checklist?
Strengths
Weaknesses
Procedures and Practical Advice on Checklists
Creating a New Checklist
After Using the Checklist
Major Issues in the Use of Checklists
Checklist Philosophy
Checklist Heuristics
How Do Checklist Evaluations Compare with Other Types of Evaluations?
Required, Recommended, or Optional?
Data Analysis
Frequency Counts
Comparison Against Criteria
Frequency and Severity of Items
Certification Criteria
Procedural Checklist
Checklist Effectiveness
References
Alternate Names: Audit, inspection
Related Methods: Heuristic evaluation, user interface inspection, participant observation, questionnaire, structured interview, semi-structured interview, style guide
Overview of Checklists
Checklists are predefined lists of guidelines, tasks, questions, or other items against which products, processes, behaviors, tasks, user interface (UI) components, and so on, are compared. Checklists are often condensed style guides, detailed procedural guides (useful when procedures are too complex or lengthy to memorize), or other core source documents. Checklists can range in size from a single word mnemonic (e.g., AEIOU
) to a page or two of Yes/No items to something as long as an entire book, manual, or construction plans for a skyscraper. You can think of a checklist, whatever the size, as a risk-reduction tool; the bigger the risks, the more time you need to invest in the design and testing of your checklist. As Atul Gawande notes in his book, The checklist manifesto: How to get things right (Metropolitan books, 2009), checklists help prevent many simple errors and also prompt colleagues as they work through complex tasks or problems.
Weblink
Web design checklists http://www.smashingmagazine.com/2009/06/29/45-incredibly-useful-web-design-checklists-and-questionnaires/ (or search for web design checklist smashing magazine cameron chapman
)
The National Checklist Program for IT Products
The National Institute of Standards and Technologies (NIST) of the US Department of Commerce published a document titled National Checklist Program for IT Products—Guidelines for Checklist Users and Developers
(Quinn, Souppaya, Cook, & Scarfone, 2011). Although the focus of this document is on security configuration checklists that are used to reduce the risk that IT systems will be compromised by hackers, it contains useful information on how to design and evaluate checklists. Some of the lessons in this document (such as testing a checklist in an operational environment, identifying explicitly the skill level needed to use a checklist, and including troubleshooting information) are useful for the development of many types of checklists. You can find this document by searching for Security Configuration Checklists Program for IT Products: Guidance for Checklists Users and Developers.
The purpose of this chapter is to provide some practical insights into using and creating checklists for user-centered design (UCD) activities. It can be very helpful to review existing checklists, both to determine whether a custom checklist is required for your project and to provide a feel for what makes a good checklist. Here are some examples of checklists that you can access on the web to get a sense of the range of available UCD