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
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
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
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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
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42. Five Types of
Museum Visitors
— John Falk, Identity and the
Museum Visitor Experience
Explorers
Facilitators
Experience-Seekers
Professional/Hobbyists
Rechargers
50
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?
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.
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