Tackling Complex Web Projects
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As presented during a How-To Session at Museums and the Web 2016
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Tackling Complex Web Projects
- 1. Tackling Complex Web Projects Museums and the Web 2016 Sean O’Shea 1
- 2. Hello! I’m Sean. @sposhe / @cuberis sean@cuberis.com 2
- 3. UX Design 3 Strategy Advocate for the user throughout all project phases. Adapt project process and empower internal stakeholders
- 4. Building a website* is a complex endeavor. *or any digital experience 4
- 5. 5
- 6. 1. Lay the Foundation 2. Create Consensus & Momentum 3. Maintain Alignment 6
- 7. Lay the Foundation — Section 1 of 3 — 7
- 8. Adopting a Discovery Mindset Lay the Foundation 8
- 9. “A problem well stated is a problem half solved.” Charles Kettering 9
- 10. We need a better website. 10
- 11. We need a better website. ↑ This is not a problem. 11
- 12. Parable of the Elephant “Many-sidedness” 12
- 13. Adopting a Discovery Mindset Dig deeper Don’t settle for your current understanding Take three steps back Acknowledge that proximity affects perspective Tap into and unify perspectives Align visions to align momentum 13
- 14. Setting Preliminary Goals Lay the Foundation 14
- 15. Increase Membership Increase Attendance Reduce Info Calls WCAG Compliance Immersive Online Collection At-a-glance Info 17
- 16. Setting Preliminary Goals Create initial North Stars The first heading for your journey Don’t set them in stone Continually reassess throughout the project 18
- 17. 19
- 18. Defining Your Team Lay the Foundation 20
- 19. 25
- 20. Defining Your Team Who is involved? Plot everyone who can or should have influence Set expectations Make sure everyone understands their role 26
- 21. 27
- 22. Mapping Your Ecosystem Lay the Foundation 28
- 23. 29
- 24. Mapping Your Ecosystem Include all touchpoints Every way your audiences interact with you Include all integrations Everywhere your data goes Look for opportunities Reuse, new connections, path optimizations 31
- 25. 32
- 26. Create Consensus — Section 2 of 3 — and Momentum 33
- 27. 34
- 28. Spectrum Polling Create Consensus and Momentum 35
- 29. 1 2 3 4 5 36
- 30. 1 2 3 4 5 Dog CatEqually Both Are you a dog person or a cat person? 37
- 31. Keep users on the site Get users to quality content Equally Both What is our primary goal? 38
- 32. Keep users on the site Get users to quality content Equally Both What is our primary goal? 39
- 33. 40
- 34. 41
- 35. Spectrum Polling Returns analog feedback Solicits non-binary data Equalizes playing field Quieter voices don’t get lost Creates ownership Stakeholders are able to retain control 42
- 36. 43
- 37. Personas and Empathy Create Consensus and Momentum 44
- 38. “[Personas enable you to] focus on a manageable and memorable cast of characters.” Shlomo Goltz, Smashing Magazine 45
- 39. 46
- 41. 49
- 42. Five Types of Museum Visitors — John Falk, Identity and the Museum Visitor Experience Explorers Facilitators Experience-Seekers Professional/Hobbyists Rechargers 50
- 43. Personas Catalysts for empathy Tool to get inside head and heart of others Explore segmentations Reframe how you divide folks up 51
- 44. 52
- 45. Cardsorting Create Consensus and Momentum 53
- 46. 54 Cardsorting Supplies Note cards or sticky notes Sharpies/markers Personas Group of internal stakeholders.
- 47. 55 Step 1 Create two columns—wants and needs Go over your personas Assign each stakeholder a persona to inhabit Ask “what content or functionality do you need to see on the site to accomplish your goals”?
- 48. 56 Step 2 Stakeholders create cards, announcing to the group as they do Stakeholders place cards in what they feel is the appropriate columns Ask stakeholders to step out of their personas back into themselves Is there anything missing?
- 49. 57 Step 3 Collectively, stakeholders group similar concepts or families of cards At the same time, they discuss if cards need to switch columns Have each explain the content they attributed to their persona Do others have anything to add?
- 50. 58
- 51. Cardsorting Content brainstorming method Prioritize and qualify content Approach from persona and museum POV Be purposeful about switching between them 59
- 52. 60
- 53. Maintain Alignment — Section 3 of 3 — 61
- 54. Exploring with Mood Boards Maintain Alignment 62
- 56. 64
- 57. Mood Boards Prototyping for design Low-effort exploration of design directions Tool for iteration Gather feedback, explore more 68
- 58. 69
- 60. 71
- 61. 72
- 62. 73
- 63. 74
- 64. 76 The Three Click Rule ↑ Forget it.
- 65. Sitemaps Approach from users’ POV Check your institutional baggage Be wary of anecdotal evidence Backup with research 77
- 66. 78
- 68. 80 Page Prototyping Supplies Note cards or sticky notes Sharpies/markers Personas Group of internal stakeholders.
- 69. 81 Step 1 Go over your personas Assign each stakeholder a persona to inhabit Ask “what content or functionality do you need to see on this page to accomplish your goals”?
- 70. 82 Step 2 Stakeholders create cards, announcing to the group as they do Ask stakeholders to step out of their personas back into themselves Is there anything missing?
- 71. 83 Step 3 Prune content that is better suited to a different location on the site. If this is the homepage, think of it as your 30s elevator pitch.
- 72. 84 Step 4 Decide where on the page content should live. At the top? Middle? Bottom? Group content that might coexist.
- 73. 86
- 74. 87
- 75. Lo-Fi Page Prototyping Approach from persona and museum POV Be purposeful about switching between them Remember to prune No one page should do all the heavy lifting for your site. 88
- 76. 89
- 77. 90 Project Roadmap Laying the Foundation Discovery Mindset Preliminary Goals Defining Your Team Ecosystem Maps Consensus and Momentum Spectrum Polling Personas Cardsorting Maintaining Alignment Mood Boards Sitemaps Lofi Page Prototyping
- 78. Thanks! Follow-Up & Feedback @sposhe / @cuberis sean@cuberis.com ray@cuberis.com Resources & Slides cuberis.com/mw2016 Special Thanks Emily Lytle-Painter 91