Task Scenario & Participant Info
Record the task the participant was asked to complete, their role or segment, and any relevant background context before the session begins.
Example: Participant: Maya, 34, mid-market SaaS product manager. Task: "Without any help, find and export last month's usage report as a CSV." Prior tool experience: moderate. Session length: 45 min.
Session Observations & Direct Quotes
Log timestamped behavioural observations and verbatim quotes as the participant moves through the task, noting hesitations, errors, and workarounds.
Example: 02:14 — Clicked "Analytics" first, then backtracked. Said: "I assumed exports would be under Analytics, not Settings." 05:40 — Hovered over three icons without clicking. "I have no idea what these do." 09:22 — Successfully found export but missed CSV option, defaulted to PDF.
Issue Log with Severity Rating
List every distinct usability issue observed, assign a severity level (Critical / High / Medium / Low), and note how many participants encountered it.
Example: Issue: Export function buried in Settings, not Analytics. Severity: Critical. Frequency: 4/5 participants. Issue: Icon tooltips absent on dashboard toolbar. Severity: High. Frequency: 3/5 participants. Issue: CSV not the default export format. Severity: Medium. Frequency: 2/5 participants.
Prioritised Findings & Recommended Actions
Summarise the top insights from across all sessions, ranked by impact, and pair each with a concrete design or product recommendation for your team to act on.
Example: Finding 1 (Critical): Navigation mental model mismatch — users expect export to live in Analytics. Recommendation: Move export entry point to Analytics or add a cross-link. Finding 2 (High): Unlabelled icons cause task abandonment. Recommendation: Add persistent tooltip labels to all toolbar icons.