rowid,title,contents,year,author,author_slug,published,url,topic 311,Designing Imaginative Style Guides,"(Living) style guides and (atomic) patterns libraries are “all the rage,” as my dear old Nana would’ve said. If articles and conference talks are to be believed, making and using them has become incredibly popular. I think there are plenty of ways we can improve how style guides look and make them better at communicating design information to creatives without it getting in the way of information that technical people need. Guides to libraries of patterns Most of my consulting work and a good deal of my creative projects now involve designing style guides. I’ve amassed a huge collection of brand guidelines and identity manuals as well as, more recently, guides to libraries of patterns intended to help designers and developers make digital products and websites. Two pages from one of my Purposeful style guide packs. Designs © Stuff & Nonsense. “Style guide” is an umbrella term for several types of design documentation. Sometimes we’re referring to static style or visual identity guides, other times voice and tone. We might mean front-end code guidelines or component/pattern libraries. These all offer something different but more often than not they have something in common. They look ugly enough to have been designed by someone who enjoys configuring a router. OK, that was mean, not everyone’s going to think an unimaginative style guide design is a problem. After all, as long as a style guide contains information people need, how it looks shouldn’t matter, should it? Inspiring not encyclopaedic Well here’s the thing. Not everyone needs to take the same information away from a style guide. If you’re looking for markup and styles to code a ‘media’ component, you’re probably going to be the technical type, whereas if you need to understand the balance of sizes across a typographic hierarchy, you’re more likely to be a creative. What you need from a style guide is different. Sure, some people1 need rules: “Do this (responsive pattern)” or “don’t do that (auto-playing video.)” Those people probably also want facts: “Use this (hexadecimal value)” and not that inaccessible colour combination.” Style guides need to do more than list facts and rules. They should demonstrate a design, not just document its parts. The best style guides are inspiring not encyclopaedic. I’ll explain by showing how many style guides currently present information about colour. Colours communicate I’m sure you’ll agree that alongside typography, colour’s one of the most important ingredients in a design. Colour communicates personality, creates mood and is vital to an easily understandable interactive vocabulary. So you’d think that an average style guide would describe all this in any number of imaginative ways. Well, you’d be disappointed, because the most inspiring you’ll find looks like a collection of chips from a paint chart. Lonely Planet’s Rizzo does a great job of separating its Design Elements from UI Components, and while its ‘Click to copy’ colour values are a thoughtful touch, you’ll struggle to get a feeling for Lonely Planet’s design by looking at their colour chips. Lonely Planet’s Rizzo style guide. Lonely Planet approach is a common way to display colour information and it’s one that you’ll also find at Greenpeace, Sky, The Times and on countless more style guides. Greenpeace, Sky and The Times style guides. GOV.UK—not a website known for its creative flair—varies this approach by using circles, which I find strange as circles don’t feature anywhere else in its branding or design. On the plus side though, their designers have provided some context by categorising colours by usage such as text, links, backgrounds and more. GOV.UK style guide. Google’s Material Design offers an embarrassment of colours but most helpfully it also advises how to combine its primary and accent colours into usable palettes. Google’s Material Design. While the ability to copy colour values from a reference might be all a technical person needs, designers need to understand why particular colours were chosen as well as how to use them. Inspiration not documentation Few style guides offer any explanation and even less by way of inspiring examples. Most are extremely vague when they describe colour: “Use colour as a presentation element for either decorative purposes or to convey information.” The Government of Canada’s Web Experience Toolkit states, rather obviously. “Certain colors have inherent meaning for a large majority of users, although we recognize that cultural differences are plentiful.” Salesforce tell us, without actually mentioning any of those plentiful differences. I’m also unsure what makes the Draft U.S. Web Design Standards colours a “distinctly American palette” but it will have to work extremely hard to achieve its goal of communicating “warmth and trustworthiness” now. In Canada, “bold and vibrant” colours reflect Alberta’s “diverse landscape.” Adding more colours to their palette has made Adobe “rich, dynamic, and multi-dimensional” and at Skype, colours are “bold, colourful (obviously) and confident” although their style guide doesn’t actually provide information on how to use them. The University of Oxford, on the other hand, is much more helpful by explaining how and why to use their colours: “The (dark) Oxford blue is used primarily in general page furniture such as the backgrounds on the header and footer. This makes for a strong brand presence throughout the site. Because it features so strongly in these areas, it is not recommended to use it in large areas elsewhere. However it is used more sparingly in smaller elements such as in event date icons and search/filtering bars.” OpenTable style guide. The designers at OpenTable have cleverly considered how to explain the hierarchy of their brand colours by presenting them and their supporting colours in various size chips. It’s also obvious from OpenTable’s design which colours are primary, supporting, accent or neutral without them having to say so. Art directing style guides For the style guides I design for my clients, I go beyond simply documenting their colour palette and type styles and describe visually what these mean for them and their brand. I work to find distinctive ways to present colour to better represent the brand and also to inspire designers. For example, on a recent project for SunLife, I described their palette of colours and how to use them across a series of art directed pages that reflect the lively personality of the SunLife brand. Information about HEX and RGB values, Sass variables and when to use their colours for branding, interaction and messaging is all there, but in a format that can appeal to both creative and technical people. SunLife style guide. Designs © Stuff & Nonsense. Purposeful style guides If you want to improve how you present colour information in your style guides, there’s plenty you can do. For a start, you needn’t confine colour information to the palette page in your style guide. Find imaginative ways to display colour across several pages to show it in context with other parts of your design. Here are two CSS gradient filled ‘cover’ pages from my Purposeful style sheets. Colour impacts other elements too, including typography, so make sure you include colour information on those pages, and vice-versa. Purposeful. Designs © Stuff & Nonsense. A visual hierarchy can be easier to understand than labelling colours as ‘primary,’ ‘supporting,’ or ‘accent,’ so find creative ways to present that hierarchy. You might use panels of different sizes or arrange boxes on a modular grid to fill a page with colour. Don’t limit yourself to rectangular colour chips, use circles or other shapes created using only CSS. If irregular shapes are a part of your brand, fill SVG silhouettes with CSS and then wrap text around them using CSS shapes. Purposeful. Designs © Stuff & Nonsense. Summing up In many ways I’m as frustrated with style guide design as I am with the general state of design on the web. Style guides and pattern libraries needn’t be dull in order to be functional. In fact, they’re the perfect place for you to try out new ideas and technologies. There’s nowhere better to experiment with new properties like CSS Grid than on your style guide. The best style guide designs showcase new approaches and possibilities, and don’t simply document the old ones. Be as creative with your style guide designs as you are with any public-facing part of your website. Purposeful are HTML and CSS style guides templates designed to help you develop creative style guides and pattern libraries for your business or clients. Save time while impressing your clients by using easily customisable HTML and CSS files that have been designed and coded to the highest standards. Twenty pages covering all common style guide components including colour, typography, buttons, form elements, and tables, plus popular pattern library components. Purposeful style guides will be available to buy online in January. Boring people ↩",2016,Andy Clarke,andyclarke,2016-12-13T00:00:00+00:00,https://24ways.org/2016/designing-imaginative-style-guides/,design 67,What I Learned about Product Design This Year,"2015 was a humbling year for me. In September of 2014, I joined a tiny but established startup called SproutVideo as their third employee and first designer. The role interests me because it affords the opportunity to see how design can grow a solid product with a loyal user-base into something even better. The work I do now could also have a real impact on the brand and user experience of our product for years to come, which is a thrilling prospect in an industry where much of what I do feels small and temporary. I got in on the ground floor of something special: a small, dedicated, useful company that cares deeply about making video hosting effortless and rewarding for our users. I had (and still have) grand ideas for what thoughtful design can do for a product, and the smaller-scale product design work I’ve done or helped manage over the past few years gave me enough eager confidence to dive in head first. Readers who have experience redesigning complex existing products probably have a knowing smirk on their face right now. As I said, it’s been humbling. A year of focused product design, especially on the scale we are trying to achieve with our small team at SproutVideo, has taught me more than any projects in recent memory. I’d like to share a few of those lessons. Product design is very different from marketing design The majority of my recent work leading up to SproutVideo has been in marketing design. These projects are so fun because their aim is to communicate the value of the product in a compelling and memorable way. In order to achieve this goal, I spent a lot of time thinking about content strategy, responsive design, and how to create striking visuals that tell a story. These are all pursuits I love. Product design is a different beast. When designing a homepage, I can employ powerful imagery, wild gradients, and somewhat-quirky fonts. When I began redesigning the SproutVideo product, I wanted to draw on all the beautiful assets I’ve created for our marketing materials, but big gradients, textures, and display fonts made no sense in this new context. That’s because the product isn’t about us, and it isn’t about telling our story. Product design is about getting out of the way so people can do their job. The visual design is there to create a pleasant atmosphere for people to work in, and to help support the user experience. Learning to take “us” out of the equation took some work after years of creating gorgeous imagery and content for the sales-driven side of businesses. I’ve learned it’s very valuable to design both sides of the experience, because marketing and product design flex different muscles. If you’re currently in an environment where the two are separate, consider switching teams in 2016. Designing for product when you’ve mostly done marketing, or vice versa, will deepen your knowledge as a designer overall. You’ll face new unexpected challenges, which is the only way to grow. Product design can not start with what looks good on Dribbble I have an embarrassing confession: when I began the redesign, I had a secret goal of making something that would look gorgeous in my portfolio. I have a collection of product shots that I admire on Dribbble; examples of beautiful dashboards and widgets and UI elements that look good enough to frame. I wanted people to feel the same way about the final outcome of our redesign. Mistakenly, this was a factor in my initial work. I opened Photoshop and crafted pixel-perfect static buttons and form elements and color palettes that — when applied to our actual product — looked like a toddler beauty pageant. It added up to a lot of unusable shininess, noise, and silliness. I was disappointed; these elements seemed so lovely in isolation, but in context, they felt tacky and overblown. I realized: I’m not here to design the world’s most beautiful drop down menu. Good design has nothing to do with ego, but in my experience designers are, at least a little bit, secret divas. I’m no exception. I had to remind myself that I am not working in service of a bigger Dribbble following or to create the most Pinterest-ing work. My function is solely to serve the users — to make life a little better for the good people who keep my company in business. This meant letting go of pixel-level beauty to create something bigger and harder: a system of elements that work together in harmony in many contexts. The visual style exists to guide the users. When done well, it becomes a language that users understand, so when they encounter a new feature or have a new goal, they already feel comfortable navigating it. This meant stripping back my gorgeous animated menu into something that didn’t detract from important neighboring content, and could easily fit in other parts of the app. In order to know what visual style would support the users, I had to take a wider view of the product as a whole. Just accept that designing a great product – like many worthwhile pursuits – is initially laborious and messy Once I realized I couldn’t start by creating the most Dribbble-worthy thing, I knew I’d have to begin with the unglamorous, frustrating, but weirdly wonderful work of mapping out how the product’s content could better be structured. Since we’re redesigning an existing product, I assumed this would be fairly straightforward: the functionality was already in place, and my job was just to structure it in a more easily navigable way. I started by handing off a few wireframes of the key screens to the developer, and that’s when the questions began rolling in: “If we move this content into a modal, how will it affect this similar action here?” “What happens if they don’t add video tags, but they do add a description?” “What if the user has a title that is 500 characters long?” “What if they want their video to be private to some users, but accessible to others?”. How annoying (but really, fantastic) that people use our product in so many ways. Turns out, product design isn’t about laying out elements in the most ideal scenario for the user that’s most convenient for you. As product designers, we have to foresee every outcome, and anticipate every potential user need. Which brings me to another annoying epiphany: if you want to do it well, and account for every user, product design is so much more snarly and tangled than you’d expect going in. I began with a simple goal: to improve the experience on just one of our key product pages. However, every small change impacts every part of the product to some degree, and that impact has to be accounted for. Every decision is based on assumptions that have to be tested; I test my assumptions by observing users, talking to the team, wireframing, and prototyping. Many of my assumptions are wrong. There are days when it’s incredibly frustrating, because an elegant solution for users with one goal will complicate life for users with another goal. It’s vital to solve as many scenarios as possible, even though this is slow, sometimes mind-bending work. As a side bonus, wireframing and prototyping every potential state in a product is tedious, but your developers will thank you for it. It’s not their job to solve what happens when there’s an empty state, error, or edge case. Showing you’ve accounted for these scenarios will win a developer’s respect; failing to do so will frustrate them. When you’ve created and tested a system that supports user needs, it will be beautiful Remember what I said in the beginning about wanting to create a Dribbble-worthy product? When I stopped focusing on the visual details of the design (color, spacing, light and shadow, font choices) and focused instead on structuring the content to maximize usability and delight, a beautiful design began to emerge naturally. I began with grayscale, flat wireframes as a strategy to keep me from getting pulled into the visual style before the user experience was established. As I created a system of elements that worked in harmony, the visual style choices became obvious. Some buttons would need to be brighter and sit off the page to help the user spot important actions. Some elements would need line separators to create a hierarchy, where others could stand on their own as an emphasized piece of content. As the user experience took shape, the visual style emerged naturally to support it. The result is a product that feels beautiful to use, because I was thoughtful about the experience first. A big takeaway from this process has been that my assumptions will often be proven wrong. My assumptions about how to design a great product, and how users will interact with that product, have been tested and revised repeatedly. At SproutVideo we’re about to undertake the biggest test of our work; we’re going to launch a small part of the product redesign to our users. If I’ve learned anything, it’s that I will continue to be humbled by the ongoing effort of making the best product I can, which is a wonderful thing. Next year, I hope you all get to do work that takes you out of our comfort zone. Be regularly confounded and embarrassed by your wrong assumptions, learn from them, and come back and tell us what you learned in 2016.",2015,Meagan Fisher,meaganfisher,2015-12-14T00:00:00+00:00,https://24ways.org/2015/what-i-learned-about-product-design-this-year/,design 46,Responsive Enhancement,"24 ways has been going strong for ten years. That’s an aeon in internet timescales. Just think of all the changes we’ve seen in that time: the rise of Ajax, the explosion of mobile devices, the unrecognisably changed landscape of front-end tooling. Tools and technologies come and go, but one thing has remained constant for me over the past decade: progressive enhancement. Progressive enhancement isn’t a technology. It’s more like a way of thinking. Instead of thinking about the specifics of how a finished website might look, progressive enhancement encourages you to think about the fundamental meaning of what the website is providing. So instead of thinking of a website in terms of its ideal state in a modern browser on a nice widescreen device, progressive enhancement allows you to think about the core functionality in a more abstract way. Once you’ve figured out what the core functionality is – adding an item to a shopping cart, posting a message, sharing a photo – then you can enable that functionality in the simplest possible way. That usually means starting with good old-fashioned HTML. Links and forms are often all you need. Then, once you have the core functionality working in a basic way, you can start to enhance to make a progressively better experience for more modern browsers. The advantage of working this way isn’t just that your site will work in older browsers (albeit in a rudimentary way). It also ensures that if anything goes wrong in a modern browser, it won’t be catastrophic. There’s a common misconception that progressive enhancement means that you’ll spend your time dealing with older browsers, but in fact the opposite is true. Putting the basic functionality into place doesn’t take very long at all. And once you’ve done that, you’re free to spend all your time experimenting with the latest and greatest browser technologies, secure in the knowledge that even if they aren’t universally supported yet, that’s OK: you’ve already got your fallback in place. The key to thinking about web development this way is realising that there isn’t one final interface – there could be many, slightly different interfaces depending on the properties and capabilities of any particular user agent at any particular moment. And that’s OK. Websites do not need to look the same in every browser. Once you truly accept that, it’s an immensely liberating idea. Instead of spending your time trying to make websites look the same in wildly varying browsers, you can spend your time making sure that the core functionality of what you build works everywhere, while providing the best possible experience for more capable browsers. Allow me to demonstrate with a simple example: navigation. Step one: core functionality Let’s say we have a straightforward website about the twelve days of Christmas, with a page for each day. The core functionality is pretty clear: To read about any particular day. To browse from day to day. The first is easily satisfied by marking up the text with headings, paragraphs and all the usual structural HTML elements. The second is satisfied by providing a list of good ol’ hyperlinks. Now where’s the best place to position this navigation list? Personally, I’m a big fan of the jump-to-footer pattern. This puts the content first and the navigation second. At the top of the page there’s a link with an href attribute pointing to the fragment identifier for the navigation.
Menu ...
See the footer-anchor pattern in action. Because it’s nothing more than a hyperlink, this works in just about every browser since the dawn of the web. Following hyperlinks is what web browsers were made to do (hence the name). Step two: layout as an enhancement The footer-anchor pattern is a particularly neat solution on small-screen devices, like mobile phones. Once more screen real estate is available, I can use the magic of CSS to reposition the navigation above the content. I could use position: absolute, flexbox or, in this case, display: table. @media all and (min-width: 35em) { .control { display: none; } body { display: table; } [role=""navigation""] { display: table-caption; columns: 6 15em; } } See the styles for wider screens in action Step three: enhance! Right. At this point I’m providing core functionality to everyone, and I’ve got nice responsive styles for wider screens. I could stop here, but the real advantage of progressive enhancement is that I don’t have to. From here on, I can go crazy adding all sorts of fancy enhancements for modern browsers, without having to worry about providing a fallback for older browsers – the fallback is already in place. What I’d really like is to provide a swish off-canvas pattern for small-screen devices. Here’s my plan: Position the navigation under the main content. Listen out for the .control links being activated and intercept that action. When those links are activated, toggle a class of .active on the body. If the .active class exists, slide the content out to reveal the navigation. Here’s the CSS for positioning the content and navigation: @media all and (max-width: 35em) { [role=""main""] { transition: all .25s; width: 100%; position: absolute; z-index: 2; top: 0; right: 0; } [role=""navigation""] { width: 75%; position: absolute; z-index: 1; top: 0; right: 0; } .active [role=""main""] { transform: translateX(-75%); } } In my JavaScript, I’m going to listen out for any clicks on the .control links and toggle the .active class on the body accordingly: (function (win, doc) { 'use strict'; var linkclass = 'control', activeclass = 'active', toggleClassName = function (element, toggleClass) { var reg = new RegExp('(s|^)' + toggleClass + '(s|$)'); if (!element.className.match(reg)) { element.className += ' ' + toggleClass; } else { element.className = element.className.replace(reg, ''); } }, navListener = function (ev) { ev = ev || win.event; var target = ev.target || ev.srcElement; if (target.className.indexOf(linkclass) !== -1) { ev.preventDefault(); toggleClassName(doc.body, activeclass); } }; doc.addEventListener('click', navListener, false); }(this, this.document)); I’m all set, right? Not so fast! Cutting the mustard I’ve made the assumption that addEventListener will be available in my JavaScript. That isn’t a safe assumption. That’s because JavaScript – unlike HTML or CSS – isn’t fault-tolerant. If you use an HTML element or attribute that a browser doesn’t understand, or if you use a CSS selector, property or value that a browser doesn’t understand, it’s no big deal. The browser will just ignore what it doesn’t understand: it won’t throw an error, and it won’t stop parsing the file. JavaScript is different. If you make an error in your JavaScript, or use a JavaScript method or property that a browser doesn’t recognise, that browser will throw an error, and it will stop parsing the file. That’s why it’s important to test for features before using them in JavaScript. That’s also why it isn’t safe to rely on JavaScript for core functionality. In my case, I need to test for the existence of addEventListener: (function (win, doc) { if (!win.addEventListener) { return; } ... }(this, this.document)); The good folk over at the BBC call this kind of feature test cutting the mustard. If a browser passes the test, it cuts the mustard, and so it gets the enhancements. If a browser doesn’t cut the mustard, it doesn’t get the enhancements. And that’s fine because, remember, websites don’t need to look the same in every browser. I want to make sure that my off-canvas styles are only going to apply to mustard-cutting browsers. I’m going to use JavaScript to add a class of .cutsthemustard to the document: (function (win, doc) { if (!win.addEventListener) { return; } ... var enhanceclass = 'cutsthemustard'; doc.documentElement.className += ' ' + enhanceclass; }(this, this.document)); Now I can use the existence of that class name to adjust my CSS: @media all and (max-width: 35em) { .cutsthemustard [role=""main""] { transition: all .25s; width: 100%; position: absolute; z-index: 2; top: 0; right: 0; } .cutsthemustard [role=""navigation""] { width: 75%; position: absolute; z-index: 1; top: 0; right: 0; } .cutsthemustard .active [role=""main""] { transform: translateX(-75%); } } See the enhanced mustard-cutting off-canvas navigation. Remember, this only applies to small screens so you might have to squish your browser window. Enhance all the things! This was a relatively simple example, but it illustrates the thinking behind progressive enhancement: once you’re providing the core functionality to everyone, you’re free to go crazy with all the latest enhancements for modern browsers. Progressive enhancement doesn’t mean you have to provide all the same functionality to everyone – quite the opposite. That’s why it’s key to figure out early on what the core functionality is, and make sure that it can be provided with the most basic technology. But from that point on, you’re free to add many more features that aren’t mission-critical. You should reward more capable browsers by giving them more of those features, such as animation in CSS, geolocation in JavaScript, and new input types in HTML. Like I said, progressive enhancement isn’t a technology. It’s a way of thinking. Once you start thinking this way, you’ll be prepared for whatever the next ten years throws at us.",2014,Jeremy Keith,jeremykeith,2014-12-09T00:00:00+00:00,https://24ways.org/2014/responsive-enhancement/,code 69,How to Do a UX Review,"A UX review is where an expert goes through a website looking for usability and experience problems and makes recommendations on how to fix them. I’ve completed a number of UX reviews over my twelve years working as a user experience consultant and I thought I’d share my approach. I’ll be talking about reviewing websites here; you can adapt the approach for web apps, or mobile or desktop apps. Why conduct a review Typically, a client asks for a review to be undertaken by a trusted and, ideally, detached third party who either works for an agency or is a freelancer. Often they may ask a new member of the UX team to complete one, or even set it as a task for a job interview. This indicates the client is looking for an objective view, seen from the outside as a user would see the website. I always suggest conducting some user research rather than a review. Users know their goals and watching them make (what you might think of as) mistakes on the website is invaluable. Conducting research with six users can give you six hours’ worth of review material from six viewpoints. In short, user research can identify more problems and show how common those problems might be. There are three reasons, though, why a review might better suit client needs than user research: Quick results: user research and analysis takes at least three weeks. Limited budget: the £6–10,000 cost to run user research is about twice the cost of a UX review. Users are hard to reach: in the business-to-business world, reaching users is difficult, especially if your users hold senior positions in their organisations. Working with consumers is much easier as there are often more of them. There is some debate about the benefits of user research over UX review. In my experience you learn far more from research, but opinions differ. Be objective The number one mistake many UX reviewers make is reporting back the issues they identify as their opinion. This can cause credibility problems because you have to keep justifying why your opinion is correct. I’ve had the most success when giving bad news in a UX review and then finally getting things fixed when I have been as objective as possible, offering evidence for why something may be a problem. To be objective we need two sources of data: numbers from analytics to appeal to reason; and stories from users in the form of personas to speak to emotions. Highlighting issues with dispassionate numerical data helps show the extent of the problem. Making the problems more human using personas can make the problem feel more real. Numbers from analytics The majority of clients I work with use Google Analytics, but if you use a different analytics package the same concepts apply. I use analytics to find two sets of things. 1. Landing pages and search terms Landing pages are the pages users see first when they visit a website – more often than not via a Google search. Landing pages reveal user goals. If a user landed on a page called ‘Yellow shoes’ their goal may well be to find out about or buy some yellow shoes. It would be great to see all the search terms bringing people to the website but in 2011 Google stopped providing search term data to (rightly!) protect users’ privacy. You can get some search term data from Google Webmaster tools, but we must rely on landing pages as a clue to our users’ goals. The thing to look for is high-traffic landing pages with a high bounce rate. Bounce rate is the percentage of visitors to a website who navigate away from the site after viewing only one page. A high bounce rate (over 50%) isn’t good; above 70% is bad. To get a list of high-traffic landing pages with a high bounce rate install this bespoke report. Google Analytics showing landing pages ordered by popularity and the bounce rate for each. This is the list of pages with high demand and that have real problems as the bounce rate is high. This is the main focus of the UX review. 2. User flows We have the beginnings of the user journey: search terms and initial landing pages. Now we can tap into the really useful bit of Google Analytics. Called behaviour flows, they show the most common order of pages visited. Behaviour flows from Google Analytics, showing the routes users took through the website. Here we can see the second and third (and so on) pages users visited. Importantly, we can also see the drop-outs at each step. If your client has it set up, you can also set goal pages (for example, a post-checkout contact us and thank you page). You can then see a similar view that tracks back from the goal pages. If your client doesn’t have this, suggest they set up goal tracking. It’s easy to do. We now have the remainder of the user journey. A user journey Expect the work in analytics to take up to a day. We may well identify more than one user journey, starting from different landing pages and going to different second- and third-level pages. That’s a good thing and shows we have different user types. Talking of user types, we need to define who our users are. Personas We have some user journeys and now we need to understand more about our users’ motivations and goals. I have a love-hate relationship with personas, but used properly these portraits of users can help bring a human touch to our UX review. I suggest using a very cut-down view of a persona. My old friends Steve Cable and Richard Caddick at cxpartners have a great free template for personas from their book Communicating the User Experience. The first thing to do is find a picture that represents that persona. Don’t use crappy stock photography – it’s sometimes hard to relate to perfect-looking people) – use authentic-looking people. Here’s a good collection of persona photos. An example persona. The personas have three basic attributes: Goals: we can complete these drawing on the analytics data we have (see example). Musts: things we have to do to meet the persona’s needs. Must nots: a list of things we really shouldn’t do. Completing points 2 and 3 can often be done during the writing of the report. Let’s take an example. We know that the search term ‘yellow shoes’ takes the user to the landing page for yellow shoes. We also know this page has a high bounce rate, meaning it doesn’t provide a good experience. With our expert hat on we can review the page. We will find two types of problem: Usability issues: ineffective button placement or incorrect wording, links not looking like links, and so on. Experience issues: for example, if a product is out of stock we have to contact the business to ask them to restock. That link is very small and hard to see. We could identify that the contact button isn’t easy to find (a usability issue) but that’s not the real problem here. That the user has to ask the business to restock the item is a bad user experience. We add this to our personas’ must nots. The big experience problems with the site form the musts and must nots for our personas. We now have a story around our user journey that highlights what is going wrong. If we’ve identified a number of user journeys, multiple landing pages and differing second and third pages visited, we can create more personas to match. A good rule of thumb is no more than three personas. Any more and they lose impact, watering down your results. Expect persona creation to take up to a day to complete. Let’s start the review We take the user journeys and we follow them step by step, working through the website looking for the reasons why users drop out at each step. Using Keynote or PowerPoint, I structure the final report around the user journey with separate sections for each step. For each step we’ll find both usability and experience problems. Split the results into those two groups. Usability problems are fairly easy to fix as they’re often quick design changes. As you go along, note the usability problems in one place: we’ll call this ‘quick wins’. Simple quick fixes are a reassuring thing for a client to see and mean they can get started on stuff right away. You can mark the severity of usability issues. Use a scale from 1 to 3 (if you use 1 to 5 everything ends up being a 3!) where 1 is minor and 3 is serious. Review the website on the device you’d expect your persona to use. Are they using the site on a smartphone? Review it on a smartphone. I allow one page or slide per problem, which allows me to explain what is going wrong. For a usability problem I’ll often make a quick wireframe or sketch to explain how to address it. A UX review slide displaying all the elements to be addressed. These slides may be viewed from across the room on a screen so zoom into areas of discussion. (Quick tip: if you use Google Chrome, try Awesome Screenshot to capture screens.) When it comes to the more severe experience problems – things like an online shop not offering next day delivery, or a business that needs to promise to get back to new customers within a few hours – these will take more than a tweak to the UI to fix. Call these something different. I use the terms like business challenges and customer experience issues as they show that it will take changes to the organisation and its processes to address them. It’s often beyond the remit of a humble UX consultant to recommend how to fix organisational issues, so don’t try. Again, create a page within your document to collect all of the business challenges together. Expect the review to take between one and three days to complete. The final report should follow this structure: The approach Overview of usability quick wins Overview of experience issues Overview of Google Analytics findings The user journeys The personas Detailed page-by-page review (broken down by steps on the user journey) There are two academic theories to help with the review. Heuristic evaluation is a set of criteria to organise the issues you find. They’re great for categorising the usability issues you identify but in practice they can be quite cumbersome to apply. I prefer the more scientific and much simpler cognitive walkthrough that is focused on goals and actions. A workshop to go through the findings The most important part of the UX review process is to talk through the issues with your client and their team. A document can only communicate a certain amount. Conversations about the findings will help the team understand the severity of the issues you’ve uncovered and give them a chance to discuss what to do about them. Expect the workshop to last around three hours. When presenting the report, explain the method you used to conduct the review, the data sources, personas and the reasoning behind the issues you found. Start by going through the usability issues. Often these won’t be contentious and you can build trust and improve your credibility by making simple, easy to implement changes. The most valuable part of the workshop is conversation around each issue, especially the experience problems. The workshop should include time to talk through each experience issue and how the team will address it. I collect actions on index cards throughout the workshop and make a note of who will take what action with each problem. Index cards showing the problem and who is responsible. When talking through the issues, the person who designed the site is probably in the room – they may well feel threatened. So be nice. When I talk through the report I try to have strong ideas, weakly held. At the end of the workshop you’ll have talked through each of the issues and identified who is responsible for addressing them. To close the workshop I hand out the cards to the relevant people, giving them a physical reminder of the next steps they have to take. That’s my process for conducting a review. I’d love to hear any tips you have in the comments.",2015,Joe Leech,joeleech,2015-12-03T00:00:00+00:00,https://24ways.org/2015/how-to-do-a-ux-review/,ux 142,Revealing Relationships Can Be Good Form,"A few days ago, a colleague of mine – someone I have known for several years, who has been doing web design for several years and harks back from the early days of ZDNet – was running through a prototype I had put together for some user testing. As with a lot of prototypes, there was an element of ‘smoke and mirrors’ to make things look like they were working. One part of the form included a yes/no radio button, and selecting the Yes option would, in the real and final version of the form, reveal some extra content. Rather than put too much JavaScript in the prototype, I took a preverbial shortcut and created a link which I wrapped around the text next to the radio button – clicking on that link would cause the form to mimic a change event on the radio button. But it wasn’t working for him. Why was that? Because whereas I created the form using a