Resource—Card sorting analysis spreadsheet

Over the past few years I have been slowly developing and refining a spreadsheet I use for analysis of card sorts. I have used it on many projects and find it invaluable for helping me manage the data and spot patterns.

I use it to analyse results from open card sorts. I have refined it to the point where I’m happy with it, and have prepared instructions for it. The instructions and spreadsheet are completely free for you to use however you wish.

Files

There are four files available:

Card sort analysis spreadsheet instructions (PDF, 715KB)
Empty card sort analysis spreadsheet template for 20 participants (XLS, 4.1MB)
Example spreadsheet with content (XLS, 2.0MB): based on papers from the IA Summit
Empty card sort analysis spreadsheet template for 40 participants (ZIP, 1MB)

Notes

Some other random notes:

I have done everything I know to make the PDF screen-reader friendly, but please let me know if it isn’t
I use a PC and know it works on a PC. I have had mixed response from friends with Macs – for some it works, some it doesn’t. If it doesn’t, please let me know and I’ll explore further