One of the key components of every project I’ve worked on is consensus.
I’m not talking about consensus of opinion, although that’s great if you can get it. What I’m talking about is consensus of action: What’s the problem we’re trying to solve? What did we decide to do? Why are we doing it that way?
These conversations can be tough, but they’re important. They move the project forward. They’re a big part of the design process.
As tough as the conversations can be, having them over and over again is even tougher. Sure, it’s great to refine ideas, but at a certain point, your team has to embrace the solution you’ve chosen and get to work.
Meeting notes and project managements tools help keep a record of the conversation, but often, they aren’t an effective way to quickly understand design decisions. Style guides and documentation do a better job summarizing that information, but they usually appear too late in the project to help you build whatever you’re building.
What I’ve been trying recently is something in the middle. A living, changing, useful, consensus. It will look different for each project because the consensus depends on your goals and constraints.
Here are a few examples:
- After analyzing user research with a co-worker, I transferred the contents of the whiteboard we used to a Trello board. Since the team is largely remote, the Trello board became the place where we kept refining and adding to our analysis. When we showed our research to other members of the team, the board became a valuable reference point.
- While designing a website for a small non-profit, I sketched out the ideas that came up during a lunch meeting. My notes included a low fidelity wireframe, a rough voice and tone guide, message hierarchy, and a preliminary information architecture. After the meeting, I snapped a photo of the pages and emailed them to the group so they could use them during the next design iteration.
- For a project that involved lots of interface writing and group meetings for approval, I created a content wiki for the project. We use it to reference decisions we’ve made as a group along with some reuseable boilerplate content. Since this project involved modifying a lot of existing copy, I also used the wiki to keep a running record of every content change we’ve made.
There are a lot of different ways to keep a written record, but a record isn’t the least bit valuable if nobody sees it. That’s why it’s up to you to keep referencing it. Keep pulling it out. Keep sending the link. Keep sharing your screen and walking people through it.
What I’ve found is that over time, the team will start to internalize the design decisions. If you’ve ever felt like the only person who understands what the group should be doing, that says more about you than it does about the people you’re working with. Give them a written record, point them toward it constantly, and soon they’ll be defending design decisions right along with you.
On Monday, Karen McGrane spoke at the Chicago Content Strategists meetup. Her talk focused on how to approach content strategy as new devices like phones and tablets add complexity to the Web. I read her book earlier this year, and it gives hope to even the most mobile-disillusioned soul. Here are my notes from her talk:
Print is awesome. It’s so easy. You put stuff on a page and it just stays there.
The Web is such a pain. It changes constantly. It’s probably worth the trouble, though.
What about the future?
It’s not about distinct classifications of tablet, mobile and desktop. We have to accept that from this point forward, we don’t have any control over what device people have in their hand.
- Smart TV? Hard to put apply the idea of a page to a TV, desktop, phone, and tablet at the same time.
- What about audio interfaces? They suck right? You know what else sucked for a long, long time? Touch screens. Now Blackberry is out of business.
- What about watches? Could you think about how your interface translates to something you wear on your wrist?
- Digital signage? Had a higher-ed client who wanted an integrated way to publish to a mobile app, website and signs across campus.
- Toaster printers? Is your content ready to be burned into delicious toast?
We have to fight off the horde of Zombie devices.
True separation of content from form
The future of content management systems is in their ability to capture the content in a clean, presentation-independent way. – Daniel Jacobson, Netflix
WYSIWYG is dead
WYSIWYG was invented by XEROX so that you could print whatever you want. They invented the entire concept of the GUI because they invented the laser printer. The web is not a laser printer.
Imitating paper on a computer screen is like tearing the wings off a 747 and using it as a bus on the highway. – Ted Nelson
It’s a workflow problem
How do we define the process for content creators? It’s not our job to give people what they say they want. It’s our job to give people what they need.
Forking: treating each device as a separate entity
Most companies handle mobile this way. The big problem? Now you’re updating and creating content in two separate places.
Beyond that, arbitrary decisions are made about what content should be included on the mobile site.
"It looks like you’re on a train. Would you like me to show you the insultingly simplified mobile website? – Cennydd Bowles
The thing is, we can’t learn anything about what a user wants to do from the device they have.
- 77% do searches on mobile at home or at work.
- 90% start a task on one device and complete it on another.
- 31% say mobile their primary way of going online.
Responsive: adjusting to screen size
A great solution for 90% of the web. When it’s implemented well, it’s amazing.
One problem: responsive is client-side. 72% of responsive sites download all the content to every device.
Adaptive: separating content from presentation
The CMS detects the device and dynamically sends the right content. In a way it’s forking, but you’re forking pages, not content.
NPR is the poster child for this. They use a system to create a story once and publish it everywhere. They can publish the full article with audio and images to a website. They can publish audio and a summary to a mobile app. It all comes from one central location.
What are we doing to do?
You can use all of these strategies and you probably will.
You don’t have to make everything responsive. You don’t have to make everything adaptive. If you have a specific situation you want to handle differently, just serve something different.
The concept of the page is dead. We need every tool that can help us.
To help prep for a research project, I’m reading Steve Portigal’s Interviewing Users: How to Uncover Compelling Insights. As Portigal covered what kinds of questions to ask and how to ask them, he talked a lot about using silence to draw out insight from a participant:
We work in a society that judges us primarily by our own contributions, rather than the way we allow others to make theirs.
While our society clearly works this way, I don’t want to follow suit.
My inclination is to speak up quickly, but I need to be more aware of the people around me and the value they bring to each situation. They may be looking for just the right moment to speak up, and I have make sure I give it to them.
A great piece from Nicole Jones:
I didn’t plan to “work in technology” and I don’t really think of it that way. I love solving problems and humanizing what otherwise becomes lifeless and awkward.
Perhaps the fastest way to work on the web is to start now. Pay attention to things around you and play with them. Make a site or sketch an app on paper. Write down what bothers you about things you use. Do you have a mobile device? What feels unfinished about it?
Have computers changed your life in a memorable way? Everything we use was designed. What feels broken? What leaves you with questions?
Her story is inspiring. It’s amazing how this industry rewards the people who have an earnest desire to make things better.
Some ideas are just bad. They’re bad for business, bad for people, and badly designed.
When I hear an idea like this, my first impulse is to pull out the knife and start poking holes in it. I want to start dumping all the reasons I think the idea is terrible right on the head of the poor soul who brought it up. I want to fight that idea until it dies.
Rejecting an idea so forcefully will actually strengthen it. Every story is a fight between good and evil, and to the person who got vulnerable and shared their idea, I just chose the dark side. Now they’re on a mission to restore freedom to the galaxy.
Recently, when I hear an idea I think is bad, I do my best to hear it out. I ask questions. Not provacative, accusatory questions, but helpful, informative quesitons. I also try to hear beyond the idea itself and listen to the deeper issues behind it.
When I walk down this path with someone, I appreciate them more. I understand what they’re trying to do, and I have a few ideas of my own about how I can help. Maybe it’s actually a good idea, and my initial feelings were unfounded. Maybe it’s still a bad idea, but we can see how to make it better.
Either way, we’re better off.
A little over two years ago, I was stepping out of work to take a phone call.
I’d spent the past year doing marketing for my father-in-law’s auto repair business on Chicago’s south side. I’d gratefully taken the job after failing to find a better fit during my post-graduation job search.
The call was from Jason Archer, and I was nervous. He was going to tell me whether I’d gotten a job on his team, and I felt certain he’d say they were going to hire someone else. When I picked up the phone, that’s exactly what he said.
Jason and his team were looking for a lead writer, and they hired a great one. Jeff Finley is a former editor at the Sun-Times Media group here in Chicago, and he was the perfect choice.
“Here’s the thing, Michael,” he said. “We want to hire you too.”
He went on to explain that the team had seen my passion for improving experiences and really wanted to hire both of us. They didn’t know for sure what they wanted me to do, they just wanted me to join them. I was flattered.
Finding Content Strategy
With some encouragement from my brother Christian and Peter Shackelford, our web architect, I focused on an area I’d always been interested in: user experience. Because of my editorial background, it was a natural fit for me to work on content strategy specifically.
I also learned a lot. I read books and articles by Kristina Halvorson, Karen McGrane, Nicole Jones, and others. I also joined the Chicago content strategy meetup group and the Chicago chapter of the Interaction Design Assocation.
Jason and the rest of the team gave me the freedom to practice what I was learning. They are some of the most encouraging and supportive people I’ve met. We pursued excellence together.
A New Team
Last Friday, I was in a conference room at Wolfram Research in Champaign, Ill. This company has been creating great scientific software for as long as I’ve been alive.
I was sharing my portfolio with the user experience team, and there was a lot of excitement on both sides of the table. They know the content within their websites and applications is important, and they want to make sure their audience finds it useful and effective. This week, I accepted their offer to join them in this work.
The team at Wolfram is incredibly smart, and I’m looking forward to seeing what I can learn. Content strategy is gaining traction in the user experience world, and I’m so excited to be part of that.
More than anything, I’m grateful to my team at the FMCUSA for helping me get to this point.
Important thoughts on Facebook Home from Om Malik:
Facebook will be able to pinpoint on a map where your home is, whether you share your personal address with the site or not. It can start to build a bigger and better profile of you on its servers. It can start to correlate all of your relationships, all of the places you shop, all of the restaurants you dine in and other such data. The data from accelerometer inside your phone could tell it if you are walking, running or driving. As Zuckerberg said — unlike the iPhone and iOS, Android allows Facebook to do whatever it wants on the platform, and that means accessing the hardware as well.
Facebook insists Home won’t track anything they don’t already track, but of course that could change anytime. They rely on ads for revenue and the more data they can gather, the better for their bottom line.
As I watched Zuckerberg announce Home, what struck me most was his choice of words. The line he kept coming back to was that Facebook Home takes the focus away from apps and puts it on people. Here’s another way of saying that: Facebook Home shifts the focus from other apps to Facebook’s apps.
People and Facebook might be interchangeable words for Zuckerberg, but they’re not for me.
Mailbox is a new email app for iPhone and it has been making waves in the startup world. I’ve been using it for a few weeks and, given my obsession with managing email, I thought I’d write a short review. The app only supports Gmail.
If you download Mailbox from the app store today, the first thing you’ll notice is that new users have to wait in line to get access.
Once you get into the app, there’s a lot to like. Most of the actions you’d need while editing your inbox are gestures, and clever ones at that. Archiving is a quick swipe to the left and delete just requires a longer swipe in the same direction. The app’s snooze and organizational features are swipes in the opposite direction. These gestures remind me how much better an app can be when it takes advantage of a touch interface. It’s a dangerous line to walk, but we don’t have to build a UI out of boxes and checkmarks just because it has always been done that way.
The app also supports push notifications, as long as you’re okay with handing over your Gmail credentials. They work well, and it’s nice to have an option besides Google’s own iOS app that truly supports push.
Mailbox also features some organizational tools it claims will help you “put email in its place.” You can snooze email to show up in your inbox again at a later date. You can also organize your email into lists using Gmail’s labels. The makers of Mailbox hope the snoozing feature will help you manage your email better by making it easier to get to inbox zero. Here’s what they say about it:
Stop staring at emails you can’t deal with now. Mailbox lets you put off messages until later with a swipe and a tap. Snoozed emails return to your inbox automatically, so you can focus on what’s important now.
This probably sounds like a dream come true for people who have a hard time managing their inbox, but unfortunately it’ll just make their problem worse. The whole point of inbox zero is that you’re dealing with email quickly and effectively. If an email contains a task, you get it on a to-do list, send a reply and get it out of your inbox. If you snooze that email for later, you’re just postponing the problem. The thing is, when it pops back into your inbox, it will add to what you’ve already received that day. Procrastination and email don’t mix: they’ll just snowball out of control.
Unfortunately, the snooze feature is the part of Mailbox many people are focusing on. What’s lost is that Mailbox is a beautiful design with intuitive gestures. It’s a breath of fresh air in an area that doesn’t see a lot of innovation. Now that they’ve been acquired by Dropbox, maybe we’ll even see a competitor to the almighty Gmail.
I can’t physically touch my work.
Well I could touch it, but it wouldn’t mean anything.
I could find the location of the server I’m working on, drive to the building, pull out one of the hard drives, remove the disk, and run my finger along it. The thing is, that wouldn’t tell me anything meaningful.
Those of us who build websites, software, and other digital products have to experience our work digitally through the devices we use.
So many people who work with technology have hobbies that are tactile. A previous co-worker started a miniature farm; he and his wife have a garden, raise chickens, built fencing for a pasture, and bought a cow. A developer I know learns everything he can about cooking. Another co-worker roasts his own coffee. Working in the digital space causes us to crave work we can actually touch.
Maybe we’re also craving work that touches us. Our work can’t touch us physically, but it can touch us emotionally. This is why I’m a fan of people like Aaron Walter and Nicole Jones. They recognize the power of creating something that isn’t just useful, it’s personal.
Our users have come to expect this, and the products that make it a habit are rewarded with something money can’t buy: memorability.
We may not be able to touch our work, but that doesn’t mean it can’t touch us.
Whenever someone asks me why I like my job, my answer always feels like a cliché: I like to make life better for people.
As cliché as it sounds, it’s true.
Recently, I joined the Chicago chapter of the Interaction Design Association (IxDA). So far, it has been a great way to meet and learn from a lot of really smart people.
On Wednesday, we met at the Chicago Sun-Times building for a redux of Interaction 13, the IxDA’s international conference which was held in Toronto in late January.
Because students have such a small window of time to decide what food they’re going to eat, a lot of food is wasted. Aye and her team framed the issue positively, looking for ways to increase consumption. By serving the different components of lunch in courses and using small dishes which were easier for kids to handle, a lot more food was eaten. Additionally, the lunchroom attendants had more opportunities to interact with the children.
It was a great reminder that using design to improve experiences doesn’t mean drastic changes and huge budgets. It’s about smart research and creative thinking.
As I was listening to Aye’s presentation, my wife sent me a frustrated text. She was trying to look up pricing information for one of our photography vendors and she was having trouble with the website. There was a big usability issue with the site that was turning a simple task into a headache.
That’s why the best way I can explain why I like my job is a cliché. Good design has the power to enrich our lives, while poor design creates frustration. In my line of work, I can go home at the end of the day knowing I’ve made life better for someone. That’s something I’ll never get tired of.