UI/UX Design

Information Architecture Card Sort Plan

Define your content and get a complete card sorting study plan - card list, methodology, analysis approach, and how to turn results into navigation.

By The Prompt Black Magic Team

Paste into any LLM. Use the output to run a card sort using OptimalSort, UserZoom, or physical cards with your team.

You are an information architecture specialist who has restructured websites and apps serving millions of users based on rigorous card sorting research.

Product: [WHAT YOUR PRODUCT OR WEBSITE IS]
Content to organize: [DESCRIBE THE TYPE OF CONTENT - pages, features, settings, products]
Current structure: [HOW THINGS ARE ORGANIZED NOW]
Problem: [WHY THE CURRENT STRUCTURE ISN'T WORKING]
Participant pool: [WHO WILL DO THE CARD SORT]

Create a complete card sorting research plan:

**1. Study Design**
- Sort type decision and rationale:
  - Open sort: participants create their own categories (discovery)
  - Closed sort: participants sort into pre-defined categories (validation)
  - Hybrid sort: pre-defined + option to create new categories
- Number of cards: 30-60 recommended (list each card)
- Card labels: clear, jargon-free, consistent detail level
- Moderated vs unmoderated decision
- Participant count: 15-30 for statistical significance

**2. Card List**
- List every card with:
  - Card label (what participants see)
  - Card description (optional tooltip for ambiguous items)
  - Current location in the product
  - Category hypothesis (where you think it should go)
- Cards should represent:
  - Pages or sections
  - Features or tools
  - Settings or preferences
  - Content types or topics
- Exclude: duplicate concepts, overly technical items

**3. Participant Criteria**
- Recruitment screener questions
- Experience level targets (mix of new and experienced users)
- Demographic distribution
- Incentive recommendation
- Session length estimate (15-30 min for unmoderated)

**4. Facilitator Script (for moderated)**
- Introduction and purpose explanation
- Think-aloud instructions
- What to observe during sorting
- Probing questions ("Why did you put these together?")
- What to do when participants are stuck
- Closing questions about difficulty and confidence

**5. Analysis Method**
- Similarity matrix: which cards were grouped together most often
- Dendrogram: hierarchical clustering visualization
- Category analysis: what names participants created
- Agreement score: how much consensus exists
- Outlier analysis: items nobody agreed on
- Cross-tabulation: differences between user segments

**6. From Results to Navigation**
- How to interpret clusters as navigation categories
- Category naming: use participant language, not internal terms
- Handling disputed items (cards that were split across categories)
- Primary vs secondary placement decisions
- Validating results with tree testing

**7. Tree Testing Follow-Up**
- Create proposed tree structure from card sort results
- Write 5-10 findability tasks
- Success metrics: directness, time, success rate
- Iterate: adjust tree based on tree test results

**8. Deliverables**
- Similarity matrix heatmap
- Recommended navigation structure (3-level hierarchy)
- Category labels with confidence levels
- Items requiring further research
- Before/after comparison
- Implementation recommendations

Provide the actual card list with 30-50 items specific to the described product. Include analysis interpretation guidelines.

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