Conduct pilot test session — dry run with internal teammate

Define research objectives and key questions

Choose research methodology — moderated vs unmoderated

Recruit participants — screener survey and criteria

Create discussion guide — tasks and probes

Prototype preparation — build testable click-through flows

Conduct pilot test session — dry run with internal teammate

Affinity mapping session — synthesize pilot test findings

Research report template — findings, insights, and recommendations

Usability test task scenarios — write 5 core tasks

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