Template — Evaluation

Heuristic evaluation template: free worksheet.

A practical heuristic evaluation worksheet with severity ratings, evaluator setup guide, and a copy-ready findings sheet built around Nielsen’s 10 heuristics. Created by Natalia Veretenyk, Lead Instructor at UX Academy.

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How to run one

The six-step process.

1

Define scope

Agree which flows or screens are in scope before anyone opens the interface. "The sign-up flow and onboarding checklist" is actionable. "The whole app" is not.

2

Recruit 3-5 evaluators

Research shows 3-5 evaluators find 65-75% of usability problems. Fewer than three miss too many; more than five delivers diminishing returns.

3

Independent evaluation

Each evaluator inspects the interface independently and logs issues against the relevant heuristic. No discussion between evaluators at this stage.

4

Consolidate findings

Bring all evaluators together to share findings. Merge duplicates. The template includes a shared findings sheet for this step.

5

Rate severity

Rate every issue on the 0-4 severity scale (0 = not a problem, 4 = must fix before launch). Base ratings on frequency, impact, and persistence.

6

Prioritise and present

Sort by severity. Present the top issues to stakeholders with the heuristic violated and a recommended fix.

Severity scale

Rating usability problems.

0

Not a usability problem

No fix required.

1

Cosmetic problem only

Fix only if time is available; very low priority.

2

Minor usability problem

Low priority; fix in a future iteration.

3

Major usability problem

Important to fix; high priority.

4

Usability catastrophe

Imperative to fix before product launches.

Questions

About heuristic evaluation.

How do you create a heuristic evaluation?

Set the scope and recruit 3-5 evaluators with UX knowledge. Give each evaluator Nielsen's 10 heuristics as a reference, then ask them to inspect the interface independently and log every issue against the relevant heuristic. Consolidate findings in a shared spreadsheet, remove duplicates, and rate severity on a 0-4 scale. Prioritise fixes by severity and present to stakeholders.

What is a severity rating in a heuristic evaluation?

Severity ratings measure how serious a usability problem is. The standard scale (Nielsen, 1994) runs from 0 (not a usability problem) to 4 (usability catastrophe that must be fixed before launch). Ratings are based on three factors: frequency (how often does it occur?), impact (how hard is it for users to recover?), and persistence (does it affect users repeatedly or just once?).

How many evaluators do you need for a heuristic evaluation?

Research shows that 3 to 5 evaluators find between 65% and 75% of usability problems. Fewer than three evaluators miss too many issues; more than five delivers diminishing returns because the same problems keep surfacing. Three experienced evaluators is a practical minimum.

What is the difference between a heuristic evaluation and usability testing?

A heuristic evaluation is an expert inspection: trained evaluators assess the interface against usability principles without involving real users. Usability testing observes real users attempting real tasks. Heuristic evaluation is faster and cheaper; usability testing surfaces problems that experts miss because real users behave unpredictably. Run a heuristic evaluation first to fix obvious issues, then usability test to find deeper ones.

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Learn to run evaluations on real products.

UX Academy’s Intermediate UX Design course covers heuristic evaluation as part of a full usability audit toolkit, with live critique and instructor feedback. Cohort 1 starts 5 September 2026.

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