UX Research Methods: Card Sorting

Explore the fundamentals of planning, executing, and analyzing a card sort. Learn how to prepare your content, select and screen participants, analyze data, and more.

Introduction

• Welcome
• Using the exercise files

1. Card Sort Overview

• What is card sorting?
• Card sorting uses
• Types of card sorting
• Open, closed, and hybrid card sorts
• Remote vs. in-person card sorts

2. Content Preparation

• Card planning
• Category planning
• How many cards and users?

3. Study Logistics

• Finding, selecting, and screening participants
• Scheduling and incentivizing participants
• Running sessions

4. Data Analysis and Summary

• Organizing and analyzing data
• Interpreting the results
• Tree test planning
• Sharing results

Conclusion

• Next steps