Heuristic Evaluation Free Template: What It Is, How To Use It

Heuristic Evaluation Free Template: What It Is, How To Use It

Heuristic evaluation is a fast expert review technique that flags usability problems early, without a large research budget. By checking screens and flows against established usability heuristics, teams can spot friction, reduce user confusion, and prioritize high-impact fixes. This guide explains the method, when to use it, the 10 core heuristics, and provides a free copy-and-paste template plus a simple severity rubric so you can run your first evaluation in under an hour.

What is heuristic evaluation

Heuristic evaluation is a structured expert review of an interface against a set of usability principles, often called heuristics. The most widely used set is Jakob Nielsen’s 10 Usability Heuristics for User Interface Design. Evaluators inspect specific flows or screens, log issues with evidence, and rate severity so product teams can prioritise fixes. It complements user testing rather than replaces it. Use it to catch obvious problems early during concept, wireframe, prototype, pre-release, and post-launch audits.

The 10 usability heuristics at a glance

Below is a plain-English summary with common examples. Use these as prompts while you review.

  1. Visibility of system status
    Users should see what is happening. Example: show loading states, progress, or success messages.

  2. Match between system and the real world
    Use natural language and familiar concepts. Example: “Order number” instead of “Txn ID.”

  3. User control and freedom
    Support undo, back, and clear exits from unwanted states like modals or destructive actions.

  4. Consistency and standards
    Follow platform conventions for labels, patterns, and controls. Keep naming and icons consistent.

  5. Error prevention
    Prevent mistakes before they happen. Example: disable CTA until required fields are valid.

  6. Recognition rather than recall
    Keep key options and data visible. Example: show previous selections or smart suggestions.

  7. Flexibility and efficiency of use
    Provide shortcuts and accelerators for experienced users, while keeping flows clear for novices.

  8. Aesthetic and minimalist design
    Remove visual noise and non-essential content. Prioritise hierarchy and whitespace.

  9. Help users recognise, diagnose, and recover from errors
    Clear error messages that explain the problem and how to fix it. Example: “Card expired, update expiry date.”

  10. Help and documentation
    Offer just-in-time guidance, tooltips, inline help, and accessible support routes.

When to use it vs when not to

Use it when: you need a quick UX audit between design sprints, want to validate a prototype before testing, are localising flows, or see analytics signals like high drop-off or rising support tickets.
Avoid using it as the only method for questions about user intent, comprehension, or motivation that require real users. For critical launches, avoid single-evaluator reviews. Pair with usability testing or A/B testing to validate high-impact changes.

How to run it in 30 to 60 minutes

  1. Scope 2 to 3 critical flows
    Examples: onboarding, checkout, search and filter, account creation. Define success metrics such as completion, time, or error rate.

  2. Recruit 3 to 5 evaluators
    A mix of designer, PM, engineer, and researcher works well. Cross-functional perspectives catch more issues.

  3. Individual review
    Each evaluator checks the interface against the 10 heuristics, captures issue descriptions, screenshots, and quick recommendations.

  4. Consolidation workshop
    Merge duplicates, clarify problem statements, align on severity definitions, and agree on a single list.

  5. Prioritise fixes
    Use the severity rubric plus impact on key journeys, then assign owners and timelines so fixes actually ship.

  6. Follow up
    Validate with quick user tests, session replays, or analytics. Track KPI movement after changes deploy.

Severity rubric and prioritisation

Use a clear scale so stakeholders understand urgency and teams can schedule work with confidence.

Severity rubric

SeverityDefinitionExample0Not a usability problemCosmetic spacing only1Cosmetic problemMinor label inconsistency2Minor problemConfusing icon without label3Major problemMissing error hint on required field4CatastropheUsers blocked from checkout submission

Prioritisation tip
Rank issues by Severity x Impact on key journey x Effort. Ship high-impact, low-effort items first. For example, adding a loading state to payment confirmation is often low effort with high impact on trust and completion.

Free heuristic evaluation template

Paste the table below directly into your article, Notion, or Google Doc. Readers can duplicate it per screen or flow.

Heuristic evaluation template

Heuristic Principle

Flow/Screen

Issue Description

Severity (0–4)

Impact on Goal

Recommendation

Screenshot/Notes

Visibility of system status







Match between system and real world







User control and freedom







Consistency and standards







Error prevention







Recognition rather than recall







Flexibility and efficiency of use







Aesthetic and minimalist design







Help users recognise, diagnose and recover from errors







Help and documentation







Example:

Heuristic Principle

Flow/Screen

Issue Description

Severity (0–4)

Impact on Goal

Recommendation

Screenshot/Notes

Visibility of system status

Checkout

No loading state after Pay, users click twice

3

Payment confusion, duplicate attempts

Add spinner and success confirmation with order number


Reporting that gets fixes shipped

Turn findings into a short, actionable report that product and engineering can use immediately.

  • Executive summary with three to five headline issues and expected impact.

  • Prioritised list of issues with severity, owner, target release, and acceptance criteria.

  • Evidence such as screenshots or short clips, linked to Figma frames or tickets.

  • KPI alignment so leadership understands value, for example reduced task time, higher flow completion, lower support contact rate.

Keep the report concise. Your goal is momentum, not documentation volume.

Accessibility and internationalisation checkpoints

A fast heuristic pass can also flag common accessibility and localisation risks.

  • Accessibility: focus order, keyboard access, colour contrast, visible focus states, descriptive error messages, clear labels and alt text.

  • Internationalisation: local date and address formats, currency symbol placement, number formatting, translated error messages, and reading direction where relevant.

Addressing these early prevents rework and opens up markets.

Common pitfalls and how to avoid them

  • Writing solutions instead of describing problems. Start with the problem statement, then add a recommendation.

  • Skipping severity ratings. Without severity, it is hard to prioritise and nothing ships.

  • Treating heuristics as a checkbox exercise. Ask why the problem occurs and how it affects goals.

  • Running with only one evaluator for a high-risk release. Use at least three for critical flows.

Putting it together: a realistic cadence

  • Quarterly audit to inform roadmap planning and refactoring.

  • Pre-release audit on critical features to prevent regressions.

  • Monthly micro-audits on top journeys such as search, checkout, or sign-up.

  • Pair with testing to validate the biggest changes with real users.

This cadence keeps UX quality high without slowing delivery.

Conclusion and next steps

Heuristic evaluation is a practical way to uncover meaningful usability issues quickly. Use the 10 heuristics to guide structured reviews, capture findings in the template, and prioritise with the severity rubric so fixes ship on time. Start with one core flow today, then build a light, repeatable cadence. If you want expert guidance or a full UX audit, the UXlicious team can help you run a high-impact evaluation and connect findings to measurable business results.

Let's Talk!

Drop us a short message about your current pain points and expectations. Our team will show you how we can enhance your product experience and achieve business objective.

Let's Talk!

Drop us a short message about your current pain points and expectations. Our team will show you how we can enhance your product experience and achieve business objective.

Let's Talk!

Drop us a short message about your current pain points and expectations. Our team will show you how we can enhance your product experience and achieve business objective.

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    Irene Blimbing

    COO, AI Startup

  • They completely transformed the user flow. Bounce rates dropped by half after the redesign.

    Michael Bedengan

    UX Lead

  • Working with UXlicious felt like adding a growth strategist to our design team. The results speak for themselves.

    David Lam

    CMO

  • UXlicious brings data, clarity, and results. We saw a measurable impact in weeks.”

    Christy Li

    Head of Product

  • We took their UX course before our product launch — it changed how we build everything.

    Irene Blimbing

    COO, AI Startup

  • They completely transformed the user flow. Bounce rates dropped by half after the redesign.

    Michael Bedengan

    UX Lead

  • Working with UXlicious felt like adding a growth strategist to our design team. The results speak for themselves.

    David Lam

    CMO

  • UXlicious brings data, clarity, and results. We saw a measurable impact in weeks.”

    Christy Li

    Head of Product

  • We took their UX course before our product launch — it changed how we build everything.

    Irene Blimbing

    COO, AI Startup

  • They completely transformed the user flow. Bounce rates dropped by half after the redesign.

    Michael Bedengan

    UX Lead

  • Working with UXlicious felt like adding a growth strategist to our design team. The results speak for themselves.

    David Lam

    CMO

  • UXlicious brings data, clarity, and results. We saw a measurable impact in weeks.”

    Christy Li

    Head of Product

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UXlicious is a digital design agency in Hong Kong & Australia. Boasting a skilled team of developers and designers in Hong Kong, delivers top-notch website development and mobile app design services.

© 2024, Uxlicious Limited. All Rights Reserved.

Follow us:

UXlicious is a digital design agency in Hong Kong & Australia. Boasting a skilled team of developers and designers in Hong Kong, delivers top-notch website development and mobile app design services.

© 2024, Uxlicious Limited. All Rights Reserved.

Follow us: