Plan upgrade usability test template
Observe whether account owners can understand and prepare a plan change.
Use this templateEditable study draft · English content
Before you launch
Use a sandbox account and test billing data. Specify current and target needs, expected charges, and a stop point before confirmation.
Opens a usability study with ordered tasks, post-task questions, and a final debrief. Add your target URL to each task. Screen sharing is enabled and the moderator observes without providing task hints. Success criteria below are a guide for your review, not automatic grading rules.
Participant tasks
Task 1
Find a suitable plan
Your test account now needs [capability or capacity]. Find a plan that supports it.
Researcher success criteria
Participant identifies a plan meeting the new need.
Task 2
Understand the change
Find what you would pay and when the new plan would take effect.
Researcher success criteria
Participant correctly identifies the defined charges and timing.
Task 3
Prepare the upgrade
Prepare the change using test details. Stop at the final review before confirming it.
Researcher success criteria
Participant reaches review for the correct plan without changing billing.
After each task, ask what was difficult and what the participant expected to happen. The study also includes a task-ease rating.
Final debrief
- What, if anything, was different from what you expected?
- Which part of the experience would you change first, and why?
Plan your study
Who should take part?
People responsible for managing a subscription account.
What should I customize before launching?
Use a sandbox account and test billing data. Specify current and target needs, expected charges, and a stop point before confirmation.
How should I use the findings?
Review entitlement understanding, cost interpretation, and confidence about when changes take effect.