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Formal Usability Proposal

This document outlines the requirements for Project 2, which involves writing a formal proposal to conduct a usability study for a client's website. Students will work in groups to research a real organization, plan a mini usability test of its website, and present the proposal to "win" the job of conducting an actual test. The proposal must convince the client that the group is qualified and prepared. It must include sections on an overview, background research, and test plan that addresses the client and website users' needs. The goal is to secure permission to conduct the usability study by thoroughly planning it in the proposal.

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0% found this document useful (0 votes)
234 views9 pages

Formal Usability Proposal

This document outlines the requirements for Project 2, which involves writing a formal proposal to conduct a usability study for a client's website. Students will work in groups to research a real organization, plan a mini usability test of its website, and present the proposal to "win" the job of conducting an actual test. The proposal must convince the client that the group is qualified and prepared. It must include sections on an overview, background research, and test plan that addresses the client and website users' needs. The goal is to secure permission to conduct the usability study by thoroughly planning it in the proposal.

Uploaded by

Camilo Manjarres
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 9

Project #2- Usability Study

Page 1 of 9

Project 2: Formal Usability Proposal


I. Overview
Heres your rhetorical situation for this project:
You and your group members are working for a small, independent website testing and reporting firm. Your
job consists mainly of helping clients (e.g. commercial companies, non-profit organizations, schools, agencies,
etc.) who run their own websites maximize their efficiency and profits. You accomplish this by designing and
implementing Usability Tests that ask their web users questions about your clients sites to see how they can
better appeal to their viewers and consumers. You ask about things such as ease of navigation, customer
service, distraction of pop-up ads, color scheme, safety, layout effectiveness, etc. You then gather up the users
answers, compile them into meaningful statistics, and make recommendations to your clients about how they
can change and improve their websites.
For example, your company may have written a report like the one produced for Tower Records. (See class
website, Handouts page. While you are there, please also review Usability Testers pitches from Web Mistress
and UC Webs Scorecards.)
Today, your supervisor has received a letter like this one:
To: Website Usability Agencies
From: Some Kinda Corporation
Date: [insert date of assignment]
Subject: Request for Proposals
Dear Colleagues:
Some Kinda Corporation is soliciting the contract hiring of a Usability Testing firm to assist our Web
department in updating and improving our existing customer-oriented website. Our website is designed to:
o
o
o
o
o
o

assist customers in making easy and safe on-line purchases


facilitate browsing merchandise available in our stores
locating stores and contact information;
provide immediate customer feedback to our stores and/or corporate offices
promote Some Kinda Corporation through commercial advertisements
highlight Some Kinda Corporations commitment to community service and good will

Our goal for this request for proposals is to locate and hire the firm that best suits our needs as we assess our
current web layout and content, exploring revisions and improvements. We seek a Usability Testing firm who
conducts research with web users from a broad spectrum of backgrounds and at all levels of cybersophistication. We hope to determine what specific aspects of our website are in most need of immediate
revision/change.
We request the following action from any Usability Testing firm interested in commissioning this project:
Please submit a formal letter of interest. We will contact you if we are interested in your initial ideas and
personnel and will ask that you submit a detailed project proposal in conjunction with a presentation.

Project #2- Usability Study


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Please send your letter of inquiry/interest to:


Media Relations
Some Kinda Corporation
123 Corporate Plaza
St. Paul, MN 55412
We look forward to hearing from you.
Sincerely,
Some Kinda Corporation

Your company, of course, wants this job, and your supervisor has assigned your group the task of
applying for and securing the commission of this project.
How, exactly, will you get this job? Im glad you asked.
The first thing your group will do is choose your own client. I want you to find an organization's website
that you want to analyze and work to improve. You can choose a school, corporation, government branch,
non-profit, etc. Find a client and website that you are interested in working with over the next nine weeks.
This project does not ask your group to conduct an actual Usability Test on your chosen client's website;
nor does it ask you to write a final Usability Report. Rather, you are applying for the job of conducting a
Usability Test for your client. However, in order to secure the job in the first place, you will have to
carefully plan a mini -Usability Test of your clients website, project the results and benefits of the
Usability Test, then present your plan to your client. In the context of this project, you are competing with
several other Usability Testing firms for this particular job, so you must be thorough and detailed in your
proposal.
Think about the scope of this project as analogous to an interior design job (work with me here). In order
to commission the job of designing a room, a designer must go through the entire process of choosing
paint colors, selecting furniture, coordinating fabricsbasically, the designer will completely plan the
project, then present that design to the homeownerall just to get permission to then actually do the job.
Your purpose here is roughly the same: convince your client that you are qualified, prepared, and eager to
take on this job. You will achieve this purpose by planning out in detail exactly how you will conduct
testing, analyze data, and predict the results and benefits of the testing.
II. Purpose
Document Genres: Genre is defined as a "type, style, or category used to classify." This project will
allow us to produce several different kinds of document genres. Each type of document comes with its
own style and formatting requirements, which will be important to know before altering. We will consider
different genre purposes, contexts, and requirements. And of course, we will consider how style and

Project #2- Usability Study


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grammar can help you persuade your reader and construct your ethos. Here are the types of documents we
will consider:

Letters of Inquiry/Interest
Email
Memos
Progress Reports
Follow-up Letters
Surveys & Usability Tests
Formal Proposals
Presentations
And more.

Collaborative Writing: Yes, its group work. And its important for us to complete this project in groups
for several reasons. One, this is real-world stuff you have to do, so we might as well do it here, but not
just for the sake of doing it: I want us to be able to have discussions about taking on roles, dividing work,
and composing in groups rather than individually. Two, I hope working in groups will allow you to
develop your writing in a way that you cant when working alone. Part of writing well is learning to
contribute to the drafting of a document in a group, learning to brainstorm, adapting to the give and take
of ideas, editing others work and allowing your work to be edited. Lastly, this is a big project with
numerous requirements that will be feasible only if the work is fairly divided.
Audience Analysis: You have two different audiences to consider (Ok, three, counting your instructor):
1) your client; and 2) your clients website users. You are trying to appeal to both, but not necessarily at
the same time, and definitely not in the same ways. Your client is your primary audience the first
group whose needs should be evaluated and how to appeal to those needs should be considered. But your
primary audience has its own audience to be concerned about: a diverse group of website users; those
users are your secondary audience. We will spend time discussing and writing about how you will
consider both audiences in your writing.
III. Requirements
In order to successfully complete this project, you need to:

Organize your group; establish each members role; and set group goals
Plan and write your project collaboratively
Thoroughly research and analyze your client corporation and its existing website
Find organizations similar to your clients and see what their websites look like
Analyze your clients audiences needs
Write persuasively and informatively
Know what Usability Testing is and how it works
Plan, write, and test a Usability Test
Be able to produce projected results of your Usability Test
Compile all parts of a Proposal into an organized, coherent document
Professionally present your final product to your client

Project #2- Usability Study


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IV. Deliverables
1. Formal Project Proposal
What exactly is a formal proposal? See Guffey Text (Ch. 10, 11, 14,); The Rhetoric of Proposals
(CR:63-68); Building Arguments (CR: 69-78) and various resources posted on class website
Below, I have listed all the required sections for your Formal Proposal. However, I have not included
what information needs to be presented in each section; rather, I have posed several questions that get at
the required purposes of each section.
You may organize your proposal however you wish, and in whatever manner you feel is most logical and
persuasive.
I. Heading
Does the heading contain all relevant and necessary contact and title information?
Does the heading conform to report and proposal writing standards?
II. Overview
Does the client have a clear and concise understanding of the entire report?
Does it immediately grab the clients attention?
Does the client know the benefits of this proposal?
Are the clients needs considered?
Does the client know what to expect from the actual project?
Does the client know what you need to complete this project?
Doest the client know what deliverables you will produce?
III. Background
Does your primary and secondary research enhance your credibility?
Does your primary and secondary research provide evidence that your plan will work?
Do you demonstrate to the client that you have a thorough understanding of the clients business
and needs?
IV. Plan
Does the client have a thorough draft of your mini-Usability Test?
Does the client understand your methods of evaluation?
Does the client trust your group to conduct the tests and analyze data?
Does the client understand how long this project will take to complete?
Do you clearly show how you will proceed in addressing the clients/web users needs?
Do you justify your methods as the most effective and appropriate for this project?
o Have you acknowledged dissenting views on the efficacy of Usability Testing?
Does the client know how long it will take to complete the project and is it the timeline
reasonable?
Is the client forewarned of any possible problems in completing the project?

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Are these problems presented in a way that minimizes their risk, reassuring the client that the
project is worth these risks?
Is there enough detail to convince the client?
V. Supplies, materials, and equipment
Does the client know what you need and how you will acquire what you need?
Is the client made aware of why you need these supplies?
Does the client have a detailed budget, complete with a schedule of dates for which you require
funds disbursements?
VI. Personnel
Are all group members qualified to complete this project?
o Have you provided rsums for all group members?
Do all group members have unique and valuable contributions to make to this project?
Is the presence of each group member beneficial and necessary?
VII. Expected Results and Benefits
Does this section demonstrate to the client that you have a vision of this project from beginning to
end?
Are your expected results viable and reasonable?
Do you clearly articulate the various benefits of your project (financial, corporate, customer)?
Are the results of this project going to be worth the costs and risks?
Do you convey a tone of appreciation, willingness to help, and availability?
VIII. Appendices
Do the documents included here add to your credibility as Usability Testers?
Is all the information in this section relevant and persuasive?
Do you include any additional research that your client can optionally view?
Is there a rationalization for information in this section not appearing in another section of the
proposal?
2. Formal Proposal Presentation After completing your written proposal, you will then formally present your work to your client. For the
context of this presentation, you will speak directly to your client. You have about 15 minutes to convince
them that they should commission your group and no other to complete this project. You may use any/all
sections of your Proposal, depending on how you want to organize your pitch. Each group member must
participate in the presentation, and your group must provide some kind of visual aid to your presentation
(PowerPoint slide show, handouts, mock-up website design plans, etc.)
V. Grading

Here's what I'm looking for in your Proposal:


Presentation
Is the proposal presented neatly and professionally (Is it paginated, clearly labeled, collated, free of
surface errors?)

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Thoroughness & Detail
Are all sections of the proposal complete? Is there enough information in each section to provide the
client a clear understanding of the project and its benefits? Is each section detailed, but succinct and easy
to read? Are all questions answered?
Persuasion
Is the proposal working to convince the client that your group is the most qualified for this job? Does the
proposal convince the client that your plan is logical, beneficial, effective, and feasible? Does each
section work to persuade the client? Does the proposal as a whole work together to persuade the client?
Do you have enough research and data to be convincing? Is your writing style enthusiastic and
persuasive?
Research
Does the proposal demonstrate a thorough understanding of Usability Testing? Does the proposal show
your groups knowledge of your clients industry, goals, mission, and client population? Does the
proposal show your familiarity with and knowledge of your clients website, its purpose(s) and needs? Do
you show that you know your clients audiences needs?
Usability Test Methods
Is the Usability Test comprehensive, researched, and relevant to your clients needs? Are all the questions
of the test written specifically to gain appropriate feedback and statistical information? Do the types of
questions Is the test logically organized, clearly written, and appealing to your clients audience? Does the
proposal include projected results of the Usability Test? Are these projected results plausible, and do they
seem beneficial?
Organization
Is the proposal organized to be informative and persuasive? Is the organization logical? Is there minimal
repetition of information? Doe the proposal develop main points with evidence? Does each section build
on the previous sections?
Grammar & Style
Does the proposals grammar and writing style (syntax, diction, sentence variation) reflect a professional
ethos? Does the writing appeal to the clients sense of having its concerns addressed, needs fulfilled, and
benefits projected? Does the writing successfully, and dually, ask for the job and demonstrate your
groups qualifications for the job?

Here's what I'm looking for in your Presentation:


Preparation & Delivery
Does your presentation address all sections of your formal proposal? Does your group look professionally
appropriate for your specific client context? Is your presentation delivered smoothly, with clean
transitions between presenters, topics, and visuals? Is the delivery of your proposal persuasive in tone and
personae?
Usability Testing
Do you present your Usability Test and methods thoroughly? Does your presentation explain the goals,
scope, and criteria of your test? Do you present your test as researched, reasonable, and beneficial?

Project #2- Usability Study


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Visuals
Do your visuals, whether in print or on screen, aid your clients understanding of your proposal and
Usability Test? Do your visuals complement and supplement, rather than simply reiterate, what you say in
your presentation? Are your visuals clear, concise, and easy to read? Does the sequence of your visuals
logically flow with the sequence of your presentation?

The Usability Test: Starting the project. The first step in this project is to locate a web site that
you want to testand then to match that web site with its intended users (the people likely to be
using it). The next element that you need for the project is a real clientthat is, someone whose
web site you are testing and for whom you will write your usability report.

Locate a web site that would be interesting or useful to test. You could test the usability
of one particular site, or you could compare two web sites. The focus of your usability
test could be the quality and value of the information itself; the design and structure of
the web site; and/or the functionality, navigability, and accessibility of the site. You could
test users reactions to specific site features for example, the use of pop-up windows
(do users like them or hate them? Are there some types that users prefer, other types they
dont like at all?).

Locate a client whose web site you can test. Ideally, you would find a client who is
interested in doing some usability testing of their information product. Such a client could
be, say, the Department of Computer Science at your university. Your team could do
usability testing on the web site to determine its usefulness, its effectiveness, its
navigability, etc. Or you might belong to an organization or work for a company whose
online information you can test.

Locate a set of users likely to be using the site or for whom the site is intended. Some
usability testing focuses on learning more about a particular user groupsay, children or
senior citizens or 1822 year old technogeeks. (Jakob Nielsens research often focuses on
a particular type of user.) Your usability test could attempt to answer questions about
how a particular group interacts with a particular kind of information product.

Project #2- Usability Study


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Project goals. The goals of the usability testing and report are: (a) To generate data about the
usability of a particular web site for its intended users. How easy or difficult is it for users to
access? How helpful is its information? (b) To develop recommendations that help the client
improve the web site. The educational goals for this project are for you to learn more about
usability testing as a method of collecting information about web sites and about users of web
sites; to learn more about how audiences interact with online information; to increase your
understanding about the design of online information; and to teach you how to respond to a
variety of authentic rhetorical situations in the workplace.

Definitions:
Usability
Usability refers to the ease with which a User Interface can be used by its intended
audience to achieve defined goals. Usability incorporates many factors: design,
functionality, structure, information architecture, and more.
User experience
The term "user experience" refers to a concept that places the end-user at the focal point
of design and development efforts, as opposed to the system, its applications or its
aesthetic value alone. It's based on the general concept of user-centered design.
User Interface
A User Interface (UI) is the interface by which a computer user is able to interact with the
computer. It describes the way that the user uses input devices such as keyboards and
mice, and the way the information is portrayed on screen or on the output device. A
Graphical User Interface (GUI) uses visual controls such as menus and buttons to allow
the user to accomplish tasks. The user typically uses a mouse. A console or commandline interface requires the user to type commands as text using the keyboard. A web site
can be considered as having a User Interface. The term User Interface describes the way
in which the user interacts with the Web site.
http://www.sitepoint.com/glossary.php?q=U#term_60
Interim and Related Assignments with Due Dates:
1. Assignment #4: Request for Proposal (RFP) & Letter of Interest (LOI)
a. Peer Review: Mon. 10/15 (JH2228)
b. Final Docs: Mon. 10/22
2. Assignments #5a&b (and HN 12a&b): Research Usability Testing
a. Why Usability Test? (In general & specific to your potential client.)
b. Expected benefits, pitfalls (In general & specific to your potential client) &
potential recommendations

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3. Assignment #6: Designing & Conducting Mini-usability Test.
a. Peer Review, 2 days, Wed. 10/31 & Fri. Nov. 2 (JH2228)
4. Assignment #7: Potential Client Meeting Minutes (No Peer Review, due 11/9)
5. Assignment #8: Progress Report (to me, your supervisor)
a. Peer review: Mon. 11/19 (JH2228)
b. Final Docs: Mon. 11/26
6. P2 Client Proposal
a. Peer Review: Mon. 11/28 & Fri, 11/30 (JH2228)
b. Final Draft: Mon. 12/10
7. HN #9: Do not want to collaborate with another group (Due: Oct. 12 & 15)
8. HN #10: Persuasion (Due as Presentation to Class: Oct. 24)
9. HN#11: Group Internal Obstacles (Due: Oct. 29 & 30)
10. HN#12a&b Research about prospective client, its site, competitors, usability testing
(Present to Class : Nov 5 & 7)
11. HN#13: Detailed Analysis of Problem or Need (Due: 11/14)
12. HN#14: Overview: Not your Ordinary Introduction (Due: 11/16)
13. HN#15: Persuasive Argument & Visual Rhetoric (Due: 11/26)

Groups- Revised 9/19/07


Group #1
Gary
Jessie

Eric
Heather
Group #4

Group #7
Vicman
Ernest;
Rehan
Shanon
Phil

Group #2
Stephen
Rich
Group #5
Mike
Will
Adam B
Adam M
Group #8
Wilson
Jason

Group #3
Santi;
Shawnt
Khamayah
Veronica Melissa
Group #6
Ginelle
Vera
Karen
Branden
Group #9
Rebecca Nancy

Conor

Irfan

Joe;
Pat

Lawrence

JR; Ramses

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