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heuristics-scoring.md
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1 # Heuristics Scoring Guide
2
3 Score each of Nielsen's 10 Usability Heuristics on a 0–4 scale. Be honest: a 4 means genuinely excellent, not "good enough."
4
5 ## Nielsen's 10 Heuristics
6
7 ### 1. Visibility of System Status
8
9 Keep users informed about what's happening through timely, appropriate feedback.
10
11 **Check for**:
12 - Loading indicators during async operations
13 - Confirmation of user actions (save, submit, delete)
14 - Progress indicators for multi-step processes
15 - Current location in navigation (breadcrumbs, active states)
16 - Form validation feedback (inline, not just on submit)
17
18 **Scoring**:
19 | Score | Criteria |
20 |-------|----------|
21 | 0 | No feedback; user is guessing what happened |
22 | 1 | Rare feedback; most actions produce no visible response |
23 | 2 | Partial; some states communicated, major gaps remain |
24 | 3 | Good; most operations give clear feedback, minor gaps |
25 | 4 | Excellent; every action confirms, progress is always visible |
26
27 ### 2. Match Between System and Real World
28
29 Speak the user's language. Follow real-world conventions. Information appears in natural, logical order.
30
31 **Check for**:
32 - Familiar terminology (no unexplained jargon)
33 - Logical information order matching user expectations
34 - Recognizable icons and metaphors
35 - Domain-appropriate language for the target audience
36 - Natural reading flow (left-to-right, top-to-bottom priority)
37
38 **Scoring**:
39 | Score | Criteria |
40 |-------|----------|
41 | 0 | Pure tech jargon, alien to users |
42 | 1 | Mostly confusing; requires domain expertise to navigate |
43 | 2 | Mixed; some plain language, some jargon leaks through |
44 | 3 | Mostly natural; occasional term needs context |
45 | 4 | Speaks the user's language fluently throughout |
46
47 ### 3. User Control and Freedom
48
49 Users need a clear "emergency exit" from unwanted states without extended dialogue.
50
51 **Check for**:
52 - Undo/redo functionality
53 - Cancel buttons on forms and modals
54 - Clear navigation back to safety (home, previous)
55 - Easy way to clear filters, search, selections
56 - Escape from long or multi-step processes
57
58 **Scoring**:
59 | Score | Criteria |
60 |-------|----------|
61 | 0 | Users get trapped; no way out without refreshing |
62 | 1 | Difficult exits; must find obscure paths to escape |
63 | 2 | Some exits; main flows have escape, edge cases don't |
64 | 3 | Good control; users can exit and undo most actions |
65 | 4 | Full control; undo, cancel, back, and escape everywhere |
66
67 ### 4. Consistency and Standards
68
69 Users shouldn't wonder whether different words, situations, or actions mean the same thing.
70
71 **Check for**:
72 - Consistent terminology throughout the interface
73 - Same actions produce same results everywhere
74 - Platform conventions followed (standard UI patterns)
75 - Visual consistency (colors, typography, spacing, components)
76 - Consistent interaction patterns (same gesture = same behavior)
77
78 **Scoring**:
79 | Score | Criteria |
80 |-------|----------|
81 | 0 | Inconsistent everywhere; feels like different products stitched together |
82 | 1 | Many inconsistencies; similar things look/behave differently |
83 | 2 | Partially consistent; main flows match, details diverge |
84 | 3 | Mostly consistent; occasional deviation, nothing confusing |
85 | 4 | Fully consistent; cohesive system, predictable behavior |
86
87 ### 5. Error Prevention
88
89 Better than good error messages is a design that prevents problems in the first place.
90
91 **Check for**:
92 - Confirmation before destructive actions (delete, overwrite)
93 - Constraints preventing invalid input (date pickers, dropdowns)
94 - Smart defaults that reduce errors
95 - Clear labels that prevent misunderstanding
96 - Autosave and draft recovery
97
98 **Scoring**:
99 | Score | Criteria |
100 |-------|----------|
101 | 0 | Errors easy to make; no guardrails anywhere |
102 | 1 | Few safeguards; some inputs validated, most aren't |
103 | 2 | Partial prevention; common errors caught, edge cases slip |
104 | 3 | Good prevention; most error paths blocked proactively |
105 | 4 | Excellent; errors nearly impossible through smart constraints |
106
107 ### 6. Recognition Rather Than Recall
108
109 Minimize memory load. Make objects, actions, and options visible or easily retrievable.
110
111 **Check for**:
112 - Visible options (not buried in hidden menus)
113 - Contextual help when needed (tooltips, inline hints)
114 - Recent items and history
115 - Autocomplete and suggestions
116 - Labels on icons (not icon-only navigation)
117
118 **Scoring**:
119 | Score | Criteria |
120 |-------|----------|
121 | 0 | Heavy memorization; users must remember paths and commands |
122 | 1 | Mostly recall; many hidden features, few visible cues |
123 | 2 | Some aids; main actions visible, secondary features hidden |
124 | 3 | Good recognition; most things discoverable, few memory demands |
125 | 4 | Everything discoverable; users never need to memorize |
126
127 ### 7. Flexibility and Efficiency of Use
128
129 Accelerators, invisible to novices, speed up expert interaction.
130
131 **Check for**:
132 - Keyboard shortcuts for common actions
133 - Customizable interface elements
134 - Recent items and favorites
135 - Bulk/batch actions
136 - Power user features that don't complicate the basics
137
138 **Scoring**:
139 | Score | Criteria |
140 |-------|----------|
141 | 0 | One rigid path; no shortcuts or alternatives |
142 | 1 | Limited flexibility; few alternatives to the main path |
143 | 2 | Some shortcuts; basic keyboard support, limited bulk actions |
144 | 3 | Good accelerators; keyboard nav, some customization |
145 | 4 | Highly flexible; multiple paths, power features, customizable |
146
147 ### 8. Aesthetic and Minimalist Design
148
149 Interfaces should not contain irrelevant or rarely needed information. Every element should serve a purpose.
150
151 **Check for**:
152 - Only necessary information visible at each step
153 - Clear visual hierarchy directing attention
154 - Purposeful use of color and emphasis
155 - No decorative clutter competing for attention
156 - Focused, uncluttered layouts
157
158 **Scoring**:
159 | Score | Criteria |
160 |-------|----------|
161 | 0 | Overwhelming; everything competes for attention equally |
162 | 1 | Cluttered; too much noise, hard to find what matters |
163 | 2 | Some clutter; main content clear, periphery noisy |
164 | 3 | Mostly clean; focused design, minor visual noise |
165 | 4 | Perfectly minimal; every element earns its pixel |
166
167 ### 9. Help Users Recognize, Diagnose, and Recover from Errors
168
169 Error messages should use plain language, precisely indicate the problem, and constructively suggest a solution.
170
171 **Check for**:
172 - Plain language error messages (no error codes for users)
173 - Specific problem identification ("Email is missing @" not "Invalid input")
174 - Actionable recovery suggestions
175 - Errors displayed near the source of the problem
176 - Non-blocking error handling (don't wipe the form)
177
178 **Scoring**:
179 | Score | Criteria |
180 |-------|----------|
181 | 0 | Cryptic errors; codes, jargon, or no message at all |
182 | 1 | Vague errors; "Something went wrong" with no guidance |
183 | 2 | Clear but unhelpful; names the problem but not the fix |
184 | 3 | Clear with suggestions; identifies problem and offers next steps |
185 | 4 | Perfect recovery; pinpoints issue, suggests fix, preserves user work |
186
187 ### 10. Help and Documentation
188
189 Even if the system is usable without docs, help should be easy to find, task-focused, and concise.
190
191 **Check for**:
192 - Searchable help or documentation
193 - Contextual help (tooltips, inline hints, guided tours)
194 - Task-focused organization (not feature-organized)
195 - Concise, scannable content
196 - Easy access without leaving current context
197
198 **Scoring**:
199 | Score | Criteria |
200 |-------|----------|
201 | 0 | No help available anywhere |
202 | 1 | Help exists but hard to find or irrelevant |
203 | 2 | Basic help; FAQ or docs exist, not contextual |
204 | 3 | Good documentation; searchable, mostly task-focused |
205 | 4 | Excellent contextual help; right info at the right moment |
206
207 ---
208
209 ## Score Summary
210
211 **Total possible**: 40 points (10 heuristics × 4 max)
212
213 | Score Range | Rating | What It Means |
214 |-------------|--------|---------------|
215 | 36–40 | Excellent | Minor polish only; ship it |
216 | 28–35 | Good | Address weak areas, solid foundation |
217 | 20–27 | Acceptable | Significant improvements needed before users are happy |
218 | 12–19 | Poor | Major UX overhaul required; core experience broken |
219 | 0–11 | Critical | Redesign needed; unusable in current state |
220
221 ---
222
223 ## Issue Severity (P0–P3)
224
225 Tag each individual issue found during scoring with a priority level:
226
227 | Priority | Name | Description | Action |
228 |----------|------|-------------|--------|
229 | **P0** | Blocking | Prevents task completion entirely | Fix immediately; this is a showstopper |
230 | **P1** | Major | Causes significant difficulty or confusion | Fix before release |
231 | **P2** | Minor | Annoyance, but workaround exists | Fix in next pass |
232 | **P3** | Polish | Nice-to-fix, no real user impact | Fix if time permits |
233
234 **Tip**: If you're unsure between two levels, ask: "Would a user contact support about this?" If yes, it's at least P1.
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