Research

Expert Evaluation To Improvement

This workshop provides a structured approach to usability evaluation and improvement planning. Teams use heuristic evaluation, collaborative analysis, and prioritization frameworks. The goal: identify usability issues, organize findings, and create actionable roadmaps. It's ideal for teams ready to move from problem identification to solution implementation. Part of the LUMA collection.

Facilitation Script
Duration
8 days
Group Size
6-12
Category
Research
Format
In-person

  • Conduct heuristic evaluations using usability principles.

  • Organize findings via affinity clustering.

  • Prioritize improvements using importance/difficulty analysis.

  • Create improvement roadmaps with implementation phases.

  • Build team skills in usability evaluation and planning.

  • Translate insights into development priorities.

Teams will validate designs via user testing, document usability findings with clear recommendations, and prioritize improvements based on solid evidence.
9:00am-9:15am
BREAK 15 min
Welcome & Introductions

Evaluation methodology overview

9:15am-9:25am
Hyper Island 10 min
Check-in/Check-out

Start and end sessions mindfully with brief personal sharing. Check-ins help people arrive mentally and emotionally; che...

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9:25am-10:25am
Research 60 min
Heuristic Evaluation Protocol

Heuristic evaluation is a fast, expert-based method for finding usability problems. Evaluators review an interface again...

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10:25am-10:40am
BREAK 15 min
Morning Coffee Break

Refreshments

10:40am-11:30am
Research 50 min
Cognitive Walkthrough

Cognitive walkthrough evaluates how easy a design is to learn by walking through tasks step by step, asking at each mome...

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11:30am-12:15pm
Luma 45 min
LUMA - Heuristic Review

Experts can spot problems quickly. Heuristic review uses established principles to evaluate designs systematically. Revi...

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12:15pm-1:15pm
BREAK 60 min
Lunch

Lunch break

1:15pm-1:40pm
Research 25 min
Affinity Diagramming

Organize and cluster ideas by themes through collaborative sorting. Transform individual sticky notes from Post-Up into ...

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1:40pm-2:20pm
Luma 40 min
Affinity Clustering & Analysis

Part of LUMA collection. *Conquering chaos by organizing items according to similarity* After research, you're drownin...

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2:20pm-2:35pm
BREAK 15 min
Afternoon Coffee Break

Refreshments

2:35pm-3:15pm
Luma 40 min
Importance/difficulty Matrix

Part of LUMA collection. ---You have lots of ideas but limited resources. This matrix helps you decide what to do first...

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3:15pm-4:05pm
Strategy 50 min
Improvement Planning & Prioritization

Part of LUMA collection. ---Cluster prioritization using impact/effort assessment - Evaluate each issue cluster for: ...

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4:05pm-4:15pm
Gamestorming 10 min
Dot Voting

Quick democratic prioritization using voting dots. Each participant receives limited number of votes to distribute acros...

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4:15pm-4:30pm
BREAK 15 min
Workshop Wrap-up

Improvement roadmap review

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For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

Unlock Pre-Work Requirements

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  • Heuristic review checklists (Nielsen's 10 principles)

  • Severity rating scales and evaluation forms

  • Individual review templates and clipboards

  • Sticky note pads

  • Products/prototypes (2-3 systems)

  • Large wall space or whiteboards

  • Sticky notes (multiple colors)

  • Thick markers

  • Clustering framework templates

  • Category naming cards and labels

  • Importance/difficulty matrix templates (poster-sized)

  • Evaluation criteria cards

  • Plotting materials: sticky notes and markers

  • Impact assessment worksheets

  • Effort estimation guides

  • Timeline templates and planning sheets

  • Resource allocation worksheets

  • Dependency mapping materials

  • Implementation phase templates

  • Project planning frameworks

  • Timer

  • Documentation cameras

  • Laptops

  • Presentation materials

Unlock Materials Required

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

Unlock Resources & Templates

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

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