Five-Task Usability Session Kit / Action kit
Run a focused observation session using realistic tasks and non-leading prompts.
Made for small teams testing an early website or app.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
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The task
A session record with observed failures and prioritized usability findings.
Mark missing information so you can check it before using your work.
Read the first worksheet below to see whether its questions help with your task.
Included files
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Findings describe observed behavior and its effect, not just participant preferences.
Before you finish
The facilitator teaches the interface while trying to test it.
Use neutral prompts and record where help was required.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Worksheet 1 of 5. Task selection Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Choose realistic goals without naming the interface element participants should click.
Context: A team watches first-time visitors find pricing, choose a plan, and locate support on a prototype. Completed response: Find a plan suitable for one project instead of click the starter tab.
Does the task describe a goal without naming the control to click? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Session setup.
A session record with observed failures and prioritized usability findings.
Worksheet 1 of 5. Task selection
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Choose realistic goals without naming the interface element participants should click.
Worked example, fictional
Context: A team watches first-time visitors find pricing, choose a plan, and locate support on a prototype.
Completed response: Find a plan suitable for one project instead of click the starter tab.
Your decision
Does the task describe a goal without naming the control to click?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Session setup.
Before you start
- Testable prototype: [Source or notes]
- Participant criteria: [Source or notes]
- Five realistic tasks: [Source or notes]
What you will make
A session record with observed failures and prioritized usability findings.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Bring testable prototype, participant criteria, five realistic tasks. Mark anything you still need to check.
A session record with observed failures and prioritized usability findings. Check your answers against the original records and note anything unresolved before sharing your work.
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
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