
We've been doing a lot of cardsorting recently for various projects. It would be nice to recap on the basics as outlined by Mr. Gerry McGovern.
His
orginal article is also worth reading.
A 13-step approach to card sorting
- Write out all the classification terms gathered during the situation analysis on cards.
- Ask readers, authors and representatives of management, to go through these cards, choosing what they feel are the relevant classifications. Try to get 10-30 people to do this.
- It better for people to go through these cards quickly, rather than thinking over them for a long time.
- Ask them to choose the top 10-15 classifications that they would want to see at a top level.
- Ask them to prioritize this list based on the most important getting the highest mark and so on. Let's say that someone chooses 10 classifications. They would then give a mark of 10 to their first choice, 9 to their second choice, and so on.
- Create a spreadsheet with all the classifications listed in alphabetical order.
- Create a print-out of this spreadsheet, with a box beside each classification. Give a copy to everyone carrying out the card sorting. Ask people to place their marks in the relevant boxes.
- Create another spreadsheet with all the classifications listed in alphabetical order. Create a column for everyone who is carrying out the card sorting.
- Place the relevant score in the appropriate column for each participant.
- Create a total column at the end, which will give a total mark for each classification.
- When all the respective marks of the participants have been entered, sort your spreadsheet based on the total column, highest mark first.
- What you will get is a list showing the classifications that have received the highest total marks from all the participants.
- This classification list and how it is prioritized becomes a very valuable input into what your top-level classifications should be and how they should be ordered.