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Braving Through Remote Work

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Card Sorting

A research tool used to assess the way information is grouped, labeled and organised by users.

Design Process

  • Empathise

  • Define

  • Ideate

  • Prototype & Reiterate

  • Test

Main Purpose

  • To create an information architecture that matches users’ expectations

  • To organize and group information so that it makes sense to users

  • To uncovers how the target audience’s domain knowledge is structured

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Conduct when

  • You want to carry out a usability test

  • You want to gain deeper understanding on users' mental models

  • You want to improve the labelling, grouping and and organizing of information

  • You want to learn about users' expectations and understanding of your topics

General Steps 

  1. Identify a set of topics

  2. Shuffle and hand participants the cards and instruct them to categorize the cards into piles

  3. Participant to name the groups

  4. Debrief the participant - To understand the rationale behind their way of categorizing

  5. Analyse the data

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Variations in Card Sorting

  1. Remote + Moderated:​​

    • Place concepts on virtual note cards & allow participants to manipulate the cards into categories

    • Participants to explain logic in a moderator-run debrief session

    • Great for getting feedback about ayout and navigational structure

  2. Remote + Unmoderated:​

    • ​Skip the debrief session afterwards

    • Faster and less expensive than moderated card sorting

    • Participants can do it at their own convenience

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  1. Open Card Sort:

    • ​Participants are free to assign whatever names they want to the groups they’ve created with the cards

    • Allows you to understand how participants group content and the rationale behind each term or label

  2. Closed-Card Sort

    • ​Participants are given a predetermined set of category names, and are asked to organize the individual cards into these predetermined categories

    • Works best when you are working with a pre-defined set of categories, and you want to learn how participants sort content items into each category

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Tools to Conduct

  • Traditional Method

    • Paper/Cards​

  • Digital tools to simulate topic cards

    • Figma​

    • Trello

    • Conceptboard

    • InVision (Cloud)

    • Miro

    • MURAL

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