Dr. Bill Williamson | Professor of Technical Communication | SVSU

RPW 304 Technical Report Writing

Workshop | Heuristic Analysis

We examine the practice of heuristic analysis (HA) in preparation for work on the Design Assessment project. Your ultimate goal is to understand the HA process well enough to conduct your own study of the Object of Study (OoS) you select this semester.

Learning Objectives

Workshop Deliverables

Your work on this assignment will result in the completion of 2 documents:

For the complete details about how to submit your work, see Submission Requirements.

Workshop Pathways & Knowledge Building

The primary focus of this workshop experience is Heuristic Analysis. HA is another research method that comes from UX Design. In the "UX Methods Toolkit," I provide the following description of this research tool.

Heuristic Analysis is an interpretive method that relies on expert examination of design based on an agreed-upon standard of quality. A heuristic is a general principle that you might apply to an experience or object of study, such as a learning moment, research process, or artifact examination. Sometimes we use general principles to assess the relative usability of a thing.

For example, if I were to assess an instruction set, I might evaluate it based on the presence (or lack) and relative quality of features such as properly sequenced steps, clear commands for execution, contextualizing explanations for commands, and feedback mechanisms (such as images). Specifically, I would assess how well or how poorly an instruction set met each of those quality standards.

Remember that your learning objective is to learn from participating in an HA study how you might conduct a study on your own of the OoS you select for your work on the Design Assessment project.

Workshop Details

This workshop is designed to offer experience with heuristic analysis in support of your work on the Design Assessment project this semester. During the workshop, you will execute a sample study of the SVSU Canvas interface, review and interpret your data, and submit a summary report of your study.

The workshop has 4 stages.

Prepare for the Study

You may complete this workshop independently or in collaboration with up to 2 classmates. If you choose to work with others, I recommend that you use Microsoft Teams or some other live chat/video conference tool to conduct the workshop.

When you are ready to begin the work, prepare for the study by completing these steps.

Conduct the Study

To complete the heuristic analysis, follow these steps.

Review the Results of Your Study

Once you have completed your discussion, review your notes, and if available, the recording of your work session. Look ahead to the description of the Summary Report to determine whether or not you have enough detail recorded to complete that step of the workshop. Upon reviewing the session recording, do the notes you took during the discussion accurately and completely reflect the details in the recording of your discussion? If not, then refine your notes so you can prepare a more-detailed summary report of your work.

Convert your workshop form to PDF or scan it to JPG. As you move on to the summary report, note that you'll need to attach your workshop form to your discussion post. If you completed the form digitally, convert it to PDF. If you entered notes by hand, then scan your form and export it as a PDF or JPG file.

Complete the Summary Report

The final stage of the workshop requires you to craft and submit a summary report. Whether you worked independently or in a team, prepare your own report.

Your summary report should include the following details.

Think about design as you construct your report. Write your report directly in the Canvas Discussion forum designated for the workshop. Doing so limits your design choices, but still highlights the need to use basic design principles to make your content more accessible to readers.

Present your report in 3 separate sections that correspond to the report description above. Within sections, separate individual ideas/discussion points into their own paragraphs or list entries. Signal the beginning of each discussion section with an appropriate heading.

Submission Requirements

Craft your summary report in the forum dedicated to this workshop on Canvas Discussions. Do not create a separate document for this report. Compose it in the forum. Attach the PDF of your completed Heuristic Analysis Form to your post.

Note: Do not attach the recording of your work session. Do not post it to your Dropbox space either. Doing so will consume storage space you may need later this semester. That recording is for your benefit, however, so you need to store it somewhere where you have access to it.

Note: I provide some visual guidance in the discussion forum for determining how long your report should be. However, the real standard you seek to meet here is that of sufficient appropriate detail. In general, summary reports ask you to provide enough detail to demonstrate to peers and to me that you understood the activity on which you report, and that you completed the workshop as described. If your report is too brief, or if it lacks concrete, specific detail, expect to earn fewer than 50 points for your submission.

Evaluation Standards

This section describes the standards by which your work will be evaluated for this workshop. Attend carefully to these details to earn full credit for this assignment.

Evaluation Summary

There are 50 possible points for this workshop. You will earn points according to this standard.

A Note to Teaching Colleagues and Other Professionals

This material has evolved over many years of teaching & research, and is protected by U.S. copyright laws.

If you are here because of random chance, or because this content came up in a search, then please feel free to explore the site. If you are a teacher or other professional in any context who would like to use any of my course content in your work, I grant you permission to do so with the following limitations.