B!"# pr$%#&%!
for UX deliverables
by Anna Dahlström | @annadahlstrom

www.flickr.com/photos/jmsmith000/3169546564
My name is Anna and today we’re
going to talk about:
•How to adapt and sell your UX deliverable to the

reader (from clien...
O'() joking, that’s not
what this presentation will look like

www.flickr.com/photos/imagined_horizons/3669474121
If &# *&*, I wouldn’t blame you
if you looked like this

www.flickr.com/photos/dm-set/4200811849
W+$# is
so bad with this?
,r"# -f $((, it makes you
want to do this

www.flickr.com/photos/dm-set/4200811849
I#’" really
hard to read

Nbr!$#+&'.
"p$%&'.
L$%2 -f #1#
&'*!'# &
$(&.'/!'#
T-- /0%+ #1#
I# %-'#$&'"
unnecessary detail

I#’" #+! %($""
*!"%r&p#&-'
w-r* f-r
w-r*

I#’" /3# (&2!() w+$#
I’(( "$) $')w$)
I# 40"#
doesn’t sell it

“S!r&-0"()?!”
“6&" w&(( b! 3 +-0r" I’((
'!v!r .!# b$%2 -f /) (&f!”

“B-r&'.!”
“6&"
($*) 40"#
*-!"...
T-*$) w!’(( (--2 $#...
1. A bit of background
2. Adapting to the reader, project & situation
3. Guiding principles with DO...
2007

I started working agency side
M0%+ faster pace
than what I was used to

www.flickr.com/photos/22032337@N02/7427822420
Fr-/ -'! to many clients
& projects, at the same time

www.flickr.com/photos/jorgeq82/4732700819
Fr-/ #7 applications to
campaigns & large website redesigns

www.flickr.com/photos/9731367@N02/6988157282

www.flickr.com/...
S#r$#!.&%
thinking & communication
+

S!((&'.

my work became very important
Cr!$#&v!

approach to UX deliverables
+

Op!'

with less set templates
M$')
talented people
Cr!$#&v!, communicative, & visually pleasing
documents were a breeze for them

www.flickr.com/photos/stickkim/7491816206
6!) /$*!
clients & internal people smile

www.flickr.com/photos/31878512@N06/4941767047
F-r /!...
it took time

www.flickr.com/photos/snugglepup/4320372145
A*v$'%&'. my
wireframing skills was easy

www.flickr.com/photos/martinaphotography/7051511189
L!"" "- with the
strategic experience design documents

www.flickr.com/photos/sshb/3831637764
I +$* #- find
my own style

www.flickr.com/photos/msittig/610572129
W!!2()
one to ones
Cr&#&q0!, w$(2-#+r-0.+" & #&p"
was the best thing for my development

www.flickr.com/photos/deathtogutenberg/6784150372
6$# & 1p!r&/!'#&'.
until I found my style

www.flickr.com/photos/17207222@N02/5601758478
S&'%! #+!' I’ve made clients & internal
stakeholders & team members smile

www.flickr.com/photos/31878512@N06/4945216951/i...
6-0.+ that’s not what it’s about,
it was & continues to be one important aspect

www.flickr.com/photos/martinteschner/4569...
C+$/p&-'&'. IA & UX internally as
well as with clients was a big part of my job

www.flickr.com/photos/ittybittiesforyou/3...
I# "#&(( &": the value of UX,
collaboratively working & being involved from
start to finish is not a given everywhere

www...
W+-!v!r our work is for,
we always need to sell it

www.flickr.com/photos/jox1989/5143301136
H-w /0%+ we need to put into it
H-w we need to sell it
T- w+-/ we need to sell it
this all varies
6$#’" w+$# we’re
going to be working on today

www.flickr.com/photos/suttonhoo22/2070700035
2. A*$p#&'. to the
reader, project & situation
W+!r! we work
W+- the deliverable is for
W+) we do it
H-w it’s going to be used
impacts how to approach it
I $"2!* a few people
in different roles what they considered
key with good UX deliverables

www.flickr.com/photos/helga/39...
“ Y-0 '!!* #- produce a deliverable that meets the
needs of the audience it's intended for: wireframes
that communicate to...
“ A .--* UX *!(&v!r$b(! clearly communicates its
purpose and what its trying to achieve. It anticipates
any questions / sc...
“ I#" '-# "-/!#+&'. created for the sake of it. One
of the reasons we don’t do wireframes anymore is
because of this. Inst...
O'! immediate
conclusion can be made

www.flickr.com/photos/ivanclow/4260762246
C(&!'# "&*! is different from +$v&'. %(&!'#"
“ I' #+! p$"# I’d look for reams of documents going
into great detail, but as a result of the proliferation in
devices cre...
“ I'"#!$* w! "+-0(* be wireframing in code using a
responsive framework so that we can immediately see
how everything look...
S!%-'* %-'%(0"&-':
approaches & what’s needed differ
between companies

www.flickr.com/photos/ivanclow/4260762246
I $"2!* A(1:

“Would you agree though that the above works a lot
better if the teams are located together and work
collabo...
Y!"
totally agree
6&r* %-'%(0"&-':
what inhouse developers need is
different from if the build is outsourced

www.flickr.com/photos/ivanclow...
“ UX "+-0(* '-# be a hander over, it should be part
of the full development cycle from product inception,
through to the M...
H-w!v!r, sometimes
we do need to hand things over

www.flickr.com/photos/martinteschner/4569495912
“ R0(! f-r /) #!$/: I don’t care what you create or
how you create it, but it better be high quality.
A deliverable which ...
“ UX &" $b-0# *!(&v!r), not deliverables. So the
best design artefacts are the ones that take the least
time to convey the...
“ 6$# b!&'. "$&*, there are VERY RARE occasions
when creating a nice looking deliverable like a concept
map—to explain a d...
F-r#+ %-'%(0"&-':
it’s not about pretty documents,
but about adding value

www.flickr.com/photos/ivanclow/4260762246
“ M$2! #+!/ f ****** $ppr-pr&$#!
Practitioners love to pretend that they only need to
fart/cough near a client and they un...
A" w! 2'-w,
not every client is the same

www.flickr.com/photos/martinteschner/4569495912
Fr-/ #w- *!$r -'!",
who have been both colleagues & clients

www.flickr.com/photos/jdhancock/4354438814
“ 6! b!"# UX w-r2" collaboratively and considers
the whole customer journey/experience as well as
satisfying the business ...
“ G--* UX should demonstrate enough for
stakeholders to understand the essential details, for
developers to be able to bui...
B0#, not every client
is UX minded

www.flickr.com/photos/martinteschner/4569495912
“ UX &" $ %r&#&%$( p$r# of any project but you'll
often find that clients sometimes don't understand
what they are looking...
O' #+! "0b4!%# -f keeping people’s attention
- a bit on building skills, presentations &
showing work

www.flickr.com/phot...
“ I' b0&(*&'. #+! "2&((" -f /) #!$/ I'm looking for
them to produce beautiful, usable deliverables that
communicate their ...
“ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'., not reading.
R!$* $'* $*$p# #- #+! $0*&!'%!. When you see
people who have written a sp...
“ N$rr$#&v! &" #+! 2!) #+&'.. A person needs to be
able to tell a good story about their deliverables and
why they made de...
Sp!$2&'. -f storytelling,
this is what visual design has to say

www.flickr.com/photos/carlosfpardo/6791950592
“ A .--* p&!%! -f UX has a narrative and clearly
tells a story, or at least part of a story on a particular
journey. As a ...
“ J0"# $" *!"&.' shouldn't be paint by numbers, UX
shouldn't be build by boxes. The boundaries between
good content creati...
S- #r0!,
& so important

www.flickr.com/photos/jdhancock/4354438814
L$"# b0# '-# (!$"#,
we wouldn’t have anything
without content

www.flickr.com/photos/grimsanto/751075283/photos/carlosfpar...
“ 6! b!"# *!(&v!r$b(!" for a writer evidence a really
close understanding of our content so that there's
flexibility in wi...
3. G0&*&'. principles
with DOs & DON’Ts
,r"#
THE DOs

www.flickr.com/photos/withassociates/3795212591
01
•
•
•
•

Create something
people want to read

make documents skimmable & easy to read
remove fluff & get to the point
...
Ev!r) r!$*!r has given you their time.
Make the most of it & don’t waste it

www.flickr.com/photos/martinteschner/45694959...
02

Ensure the reader
knows what they are looking at

• always include page titles
• use visual cues for what you referenc...
03

Make it easy
to follow & understand

• a red thread is crucial & makes your work more engaging
• consistency in number...
6-0.+ it (mostly) should be,
it won’t always be YOU presenting YOUR work

www.flickr.com/photos/martinteschner/4569495912
04
•
•
•
•
•
•

Make things
reusable between projects

use stencils & avoid continuously creating from scratch
keep assets...
05
•
•
•
•
•

Avoid unnecessary
updates & maintenance

set up & automate document info (logos, page numbers, titles, versi...
06

Adapt to the
reader, project & situation

• applies to verbal presentation & walkthrough
• as well as visual presentat...
07
•
•
•
•

Use a mixture of
colours, white space, fonts & styling

helps draw the user’s eye & guide the reader to what m...
A'*
THE DON’Ts

www.flickr.com/photos/withassociates/3795212591
01
•
•
•
•

Don’t be lazy

check spelling
ensure things are aligned
include spacing
always proof read

www.flickr.com/phot...
02

Don’t create
unrealistic wireframes

• images tend to come in certain ratios
• typography needs to be big enough to re...
03

Don’t spend
unnecessary time polishing

• work with simple tools to improve your documents
• spend your time where it ...
4. G--* examples
P!r"-'$

www.flickr.com/photos/cannedtuna/4852756417
P!' p-r#r$&#
P!' p-r#r$&#
M-r! personas & pen portraits
www.ux-lady.com/wp-content/uploads/2013/06/
portada-DIY-personas.jpg
http://rolandsmart.com/...
C0"#-/!r 9p!r&!'%! M$p

www.flickr.com/photos/_dchris/8524084981
C0"#-/!r 9p!r&!'%! M$p

www.flickr.com/photos/brandonschauer/3363169836
M-r! customer experience maps
http://productpad.in/blog/visualizing-an-e-commercecustomer-experience-map
http://wireframes...
S2!#%+!"

www.flickr.com/photos/saucef/7184615025
www.flickr.com/photos/lucamascaro/4941101192

T--(" f-r "2!#%+&'.

www.flickr.com/photos/snogglemedia/6254591338

www.flic...
U"!r :-w

www.flickr.com/photos/hperticarati/6930388917
U"!r 4-0r'!)

www.flickr.com/photos/kaioshin/8357538337
F(-w *&$.r$/

www.flickr.com/photos/davidex/6447938785
F(-w *&$.r$/

www.flickr.com/photos/vfsdigitaldesign/5432269858
M-r! user journeys, flows & flow diagrams
http://wireframes.linowski.ca/tag/user-flow
http://uirockstar.com/images/portfol...
S&#!/$p"

www.flickr.com/photos/inpivic/5205918163/
S&#!/$p"

www.flickr.com/photos/kaioshin/8350138704
S&#!/$p"

www.flickr.com/photos/laurajo/3893912478
S&#!/$p"

www.flickr.com/photos/hungrybrowser/4545494926
M-r! sitemaps
www.resexpo.com/images/sitemap_full.gif
http://dribbble.com/shots/1016777-Sitemapping/
attachments/121386
ww...
S2!#%+!" + "%r!!' :-w

www.flickr.com/photos/v222000/7042284563
S2!#%+!" & "%r!!' :-w

www.flickr.com/photos/hperticarati/6930388917
M-r! visual flows & story boards
www.guerillagirl.de/wordpress/wp-content/uploads/
2011/09/mobile-storyboard.jpg
http://pa...
W&r!fr$/!"

www.flickr.com/photos/rohdesign/3307873748
W&r!fr$/!"

www.flickr.com/photos/hirt/5553421982/
W&r!fr$/!"

www.flickr.com/photos/activeside/2192411612
W&r!fr$/!"

www.flickr.com/photos/brandonschauer/5054715729
M-r! wireframes
http://bradfrostweb.com/blog/post/entertainmentweekly/
http://dribbble.com/shots/978422-Wireframes?
list=p...
Pr$%#&%! time,
but first...

www.flickr.com/photos/suttonhoo22/2070700035
5 /&'" break
5. ;/! #- practice
F-0r 1!r%&"!" to work
through individually (or in pairs if preferred)

xxx
6! BRIEF
For Christmas a client has asked you to design & build an app
around what’s happening in London. They’ve shared t...
01 SKETCHING
As a first draft to the client, sketch a few of the sections
of the app & include key points on interactions,...
www.flickr.com/photos/lucamascaro/4941101192

T--(" f-r "2!#%+&'.

www.flickr.com/photos/snogglemedia/6254591338

www.flic...
02 PEN PORTRAIT
Congrats! The client loved it. The next task is to create a pen
portrait summarising who this is for & wha...
P!r"-'$

www.flickr.com/photos/cannedtuna/4852756417
P!' p-r#r$&#
P!' p-r#r$&#
5 /&'" break
03 WIREFRAME
Bad news. An external company will build the app. Based on
your sketches do a wireframe on your computer of t...
W&r!fr$/!"

www.flickr.com/photos/hirt/5553421982/
W&r!fr$/!"

www.flickr.com/photos/activeside/2192411612
04 PRESENTATION
This is the big one, selling it to the stakeholders. The client
wants you to do an executive summary that ...
3

things
01

“ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'., not reading.
If the information that you want to put across requires
detailed para...
02

“ R!$* $'* $*$p# #- #+! $0*&!'%!. When you
see people who have written a speech word-for-word
read it out, it never co...
03

“ S$) (!"". When you are given a stage to show-off
your knowledge, the temptation is to waffle, digress
or delve far t...
6. S0r.!r) + Q&A
A') questions?

www.flickr.com/photos/perolofforsberg/6691744587
A') w-r2 you would like
to get feedback on?

www.flickr.com/photos/kalexanderson/5984187563
If "this applies, please
A f!w
final words...

www.flickr.com/photos/martinteschner/4569495912
Appr-$%+, #--(" & 8*!(&#) depends
on your project, budget and time frame

www.flickr.com/photos/75905404@N00/7126146307
Br$'*

H&.+ (!v!(

Less formal UX deliverables
but more creatively led

Source: Mark Bell, Dare

Aim of experience

IA & U...
I# $("- *!p!'*" -'
the skills & experiences of your team

www.flickr.com/photos/jpott/6214176279
H&.+ (!v!(

IA & UX deliverables

Less formal UX deliverables
but more creatively led

9#!'"&v!

Source: Mark Bell, Dare

...
A'* &f &#’" b!&'. b0&(#
externally or internally

www.flickr.com/photos/booleansplit/8393134563/
Br$'*

H&.+ (!v!(

Aim of experience

IA & UX deliverables

Less formal UX deliverables
but more creatively led

9#!'"&v!
...
If %(&!'#" (-r "-/!-'! !("!) don’t get it,
there is generally something to be improved in
how we work with them & present ...
N- right way. N- wrong way.
A" (-'. $"
you add value

www.flickr.com/photos/stevendepolo/4582437563
R!/!/b!r,
this is how I started out

www.flickr.com/photos/sshb/3831637764
L!$r' from others
& stick to the DOs & DON’Ts

www.flickr.com/photos/deathtogutenberg/6784150372
F-'#" & colours go a (-'. w$).
A'* have fun,
it will come across

www.flickr.com/photos/imagined_horizons/3669474121
6$'2 )-0
@annadahlstrom | anna.dahlstrom@gmail.com
www.annadahlstrom.com
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Best Practice for UX Deliverables

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Best Practice for UX Deliverables

  1. 1. B!"# pr$%#&%! for UX deliverables by Anna Dahlström | @annadahlstrom www.flickr.com/photos/jmsmith000/3169546564
  2. 2. My name is Anna and today we’re going to talk about: •How to adapt and sell your UX deliverable to the reader (from clients, your team, in house and outsourced developers) •Guiding principles for creating good UX deliverables (both low and high fidelity) •Best practice for presentations, personas, user journeys, flows, sitemaps, wireframes and other documents •Simple, low effort but big impact tools for improving the visual presentation of your UX deliverables
  3. 3. O'() joking, that’s not what this presentation will look like www.flickr.com/photos/imagined_horizons/3669474121
  4. 4. If &# *&*, I wouldn’t blame you if you looked like this www.flickr.com/photos/dm-set/4200811849
  5. 5. W+$# is so bad with this?
  6. 6. ,r"# -f $((, it makes you want to do this www.flickr.com/photos/dm-set/4200811849
  7. 7. I#’" really hard to read Nbr!$#+&'. "p$%&'. L$%2 -f #1# &'*!'# & $(&.'/!'# T-- /0%+ #1#
  8. 8. I# %-'#$&'" unnecessary detail I#’" #+! %($"" *!"%r&p#&-' w-r* f-r w-r* I#’" /3# (&2!() w+$# I’(( "$) $')w$)
  9. 9. I# 40"# doesn’t sell it “S!r&-0"()?!” “6&" w&(( b! 3 +-0r" I’(( '!v!r .!# b$%2 -f /) (&f!” “B-r&'.!” “6&" ($*) 40"# *-!"'’# %$r!” “L5)!” “I’/ -0# -f +!r!”
  10. 10. T-*$) w!’(( (--2 $#... 1. A bit of background 2. Adapting to the reader, project & situation 3. Guiding principles with DOs & DON’Ts 4. Good examples Br!$2 5. Practice x 4 6. Surgery + Q & A
  11. 11. 2007 I started working agency side
  12. 12. M0%+ faster pace than what I was used to www.flickr.com/photos/22032337@N02/7427822420
  13. 13. Fr-/ -'! to many clients & projects, at the same time www.flickr.com/photos/jorgeq82/4732700819
  14. 14. Fr-/ #7 applications to campaigns & large website redesigns www.flickr.com/photos/9731367@N02/6988157282 www.flickr.com/photos/jpott/6214176279
  15. 15. S#r$#!.&% thinking & communication + S!((&'. my work became very important
  16. 16. Cr!$#&v! approach to UX deliverables + Op!' with less set templates
  17. 17. M$') talented people
  18. 18. Cr!$#&v!, communicative, & visually pleasing documents were a breeze for them www.flickr.com/photos/stickkim/7491816206
  19. 19. 6!) /$*! clients & internal people smile www.flickr.com/photos/31878512@N06/4941767047
  20. 20. F-r /!... it took time www.flickr.com/photos/snugglepup/4320372145
  21. 21. A*v$'%&'. my wireframing skills was easy www.flickr.com/photos/martinaphotography/7051511189
  22. 22. L!"" "- with the strategic experience design documents www.flickr.com/photos/sshb/3831637764
  23. 23. I +$* #- find my own style www.flickr.com/photos/msittig/610572129
  24. 24. W!!2() one to ones
  25. 25. Cr&#&q0!, w$(2-#+r-0.+" & #&p" was the best thing for my development www.flickr.com/photos/deathtogutenberg/6784150372
  26. 26. 6$# & 1p!r&/!'#&'. until I found my style www.flickr.com/photos/17207222@N02/5601758478
  27. 27. S&'%! #+!' I’ve made clients & internal stakeholders & team members smile www.flickr.com/photos/31878512@N06/4945216951/in/photostream
  28. 28. 6-0.+ that’s not what it’s about, it was & continues to be one important aspect www.flickr.com/photos/martinteschner/4569495912
  29. 29. C+$/p&-'&'. IA & UX internally as well as with clients was a big part of my job www.flickr.com/photos/ittybittiesforyou/3879998804
  30. 30. I# "#&(( &": the value of UX, collaboratively working & being involved from start to finish is not a given everywhere www.flickr.com/photos/donsolo/2888908733
  31. 31. W+-!v!r our work is for, we always need to sell it www.flickr.com/photos/jox1989/5143301136
  32. 32. H-w /0%+ we need to put into it H-w we need to sell it T- w+-/ we need to sell it this all varies
  33. 33. 6$#’" w+$# we’re going to be working on today www.flickr.com/photos/suttonhoo22/2070700035
  34. 34. 2. A*$p#&'. to the reader, project & situation
  35. 35. W+!r! we work W+- the deliverable is for W+) we do it H-w it’s going to be used impacts how to approach it
  36. 36. I $"2!* a few people in different roles what they considered key with good UX deliverables www.flickr.com/photos/helga/3952984450
  37. 37. “ Y-0 '!!* #- produce a deliverable that meets the needs of the audience it's intended for: wireframes that communicate to designers, copy writers and technical architects... Experience strategy documents that matter to digital marketeers... ” - J-+' G&bb$r* Associate Planning Director Dare www.flickr.com/photos/jmsmith000/3169546564
  38. 38. “ A .--* UX *!(&v!r$b(! clearly communicates its purpose and what its trying to achieve. It anticipates any questions / scenarios which may be posed. ” - N&%2 H$(!) Head of User Experience Guardian News and Media www.flickr.com/photos/jmsmith000/3169546564
  39. 39. “ I#" '-# "-/!#+&'. created for the sake of it. One of the reasons we don’t do wireframes anymore is because of this. Instead my team creates html prototypes which live in a browser. I see developers refer to them all the time, without consulting the team. ” - N&%2 H$(!) Head of User Experience Guardian News and Media www.flickr.com/photos/jmsmith000/3169546564
  40. 40. O'! immediate conclusion can be made www.flickr.com/photos/ivanclow/4260762246
  41. 41. C(&!'# "&*! is different from +$v&'. %(&!'#"
  42. 42. “ I' #+! p$"# I’d look for reams of documents going into great detail, but as a result of the proliferation in devices creating documentation is becoming too cumbersome. 6!r! '!!*" #- b! some initial though into journeys, personas and use cases for sure, but the need for wireframes I think is reduced to identify the priority of content/functionality. ” - A(1 M$##+!w" Head of Creative Technology BBH, London www.flickr.com/photos/jmsmith000/3169546564
  43. 43. “ I'"#!$* w! "+-0(* be wireframing in code using a responsive framework so that we can immediately see how everything looks on all devices, and rapidly change how an element and its associated behaviours looks across all these devices. ” - A(1 M$##+!w" Head of Creative Technology BBH, London www.flickr.com/photos/jmsmith000/3169546564
  44. 44. S!%-'* %-'%(0"&-': approaches & what’s needed differ between companies www.flickr.com/photos/ivanclow/4260762246
  45. 45. I $"2!* A(1: “Would you agree though that the above works a lot better if the teams are located together and work collaboratively, and that the need for actual wireframes with annotations increase, if the development happens elsewhere?” www.flickr.com/photos/helga/3952984450
  46. 46. Y!" totally agree
  47. 47. 6&r* %-'%(0"&-': what inhouse developers need is different from if the build is outsourced www.flickr.com/photos/ivanclow/4260762246
  48. 48. “ UX "+-0(* '-# be a hander over, it should be part of the full development cycle from product inception, through to the MVP and each iteration beyond. ” - S%-## B)r'!-Fr$"!r Creative Director BBC User Experience & Design Sport & Live www.flickr.com/photos/jmsmith000/3169546564
  49. 49. H-w!v!r, sometimes we do need to hand things over www.flickr.com/photos/martinteschner/4569495912
  50. 50. “ R0(! f-r /) #!$/: I don’t care what you create or how you create it, but it better be high quality. A deliverable which isn’t used to move the project forward is a waste of time. ” - N&%2 H$(!) Head of User Experience Guardian News and Media www.flickr.com/photos/jmsmith000/3169546564
  51. 51. “ UX &" $b-0# *!(&v!r), not deliverables. So the best design artefacts are the ones that take the least time to convey the most insight and meaning. Conversations are better than sketches, sketches are better than prototypes and prototypes are better than think specifications. S- &f )-0'r! f-%0""&'. -' making pretty deliverables, you're focussing on the wrong thing. ” - A'*) B0** Co-founder & CEO Clearleft www.flickr.com/photos/jmsmith000/3169546564
  52. 52. “ 6$# b!&'. "$&*, there are VERY RARE occasions when creating a nice looking deliverable like a concept map—to explain a difficult concept around a large organisation—can pay dividends. But this is the exception rather than the rule. ” - A'*) B0** Co-founder & CEO Clearleft www.flickr.com/photos/jmsmith000/3169546564
  53. 53. F-r#+ %-'%(0"&-': it’s not about pretty documents, but about adding value www.flickr.com/photos/ivanclow/4260762246
  54. 54. “ M$2! #+!/ f ****** $ppr-pr&$#! Practitioners love to pretend that they only need to fart/cough near a client and they understand what’s inferred, but that's nonsense. 6! #r0#+ &" you need to communicate to lots of different people at lots of different levels. Make sure your deliverables (at whatever fidelity) are appropriate for your audience. ” - J-'#) S+$rp(!" Design Director Albion www.flickr.com/photos/jmsmith000/3169546564
  55. 55. A" w! 2'-w, not every client is the same www.flickr.com/photos/martinteschner/4569495912
  56. 56. Fr-/ #w- *!$r -'!", who have been both colleagues & clients www.flickr.com/photos/jdhancock/4354438814
  57. 57. “ 6! b!"# UX w-r2" collaboratively and considers the whole customer journey/experience as well as satisfying the business requirements in the context of the overall digital strategy. 6!) pr-*0%! clear and annotated customer journeys, sitemaps and detailed wireframes with complete user and functionality notes and rationale behind the proposed solution. ” - S#!p+$'&! W&'-H$/!r Proposition Manager Barclays www.flickr.com/photos/jmsmith000/3169546564
  58. 58. “ G--* UX should demonstrate enough for stakeholders to understand the essential details, for developers to be able to build with minimum questions, and for other UX designers to pick up the project. The deliverable "+-0(* '-# b! in the form of long winded manuals, which often remain unread, and become time-consuming to maintain. ” - S%-## B)r'!-Fr$"!r Creative Director BBC User Experience & Design Sport & Live www.flickr.com/photos/jmsmith000/3169546564
  59. 59. B0#, not every client is UX minded www.flickr.com/photos/martinteschner/4569495912
  60. 60. “ UX &" $ %r&#&%$( p$r# of any project but you'll often find that clients sometimes don't understand what they are looking at and/or are just itching to get to the "pretty pictures" bit. From my point of view therefore, &# &" v&#$( that the UX is super clear, with detailed annotations and notes written in laymen's terms - and if it can be visually engaging to keep their attention, all the better. Personally I am a big fan of sketches, particularly in the early stages. ” www.flickr.com/photos/jmsmith000/3169546564 - H$''$+ H&(b!r) Board Account Director Leo Burnett
  61. 61. O' #+! "0b4!%# -f keeping people’s attention - a bit on building skills, presentations & showing work www.flickr.com/photos/carlosfpardo/6791950592
  62. 62. “ I' b0&(*&'. #+! "2&((" -f /) #!$/ I'm looking for them to produce beautiful, usable deliverables that communicate their content appropriately in context. In practical terms I 'd also hope that they're editable and adaptable enough to evolve within and without the project. ” - J-+' G&bb$r* Associate Planning Director Dare www.flickr.com/photos/jmsmith000/3169546564
  63. 63. “ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'., not reading. R!$* $'* $*$p# #- #+! $0*&!'%!. When you see people who have written a speech word-for-word read it out, it never connects with the audience. S$) (!"". People can take away (at best) 3 things from an hour long presentation. Make sure you focus so that the three things you want to be taken away are taken away. ” - N&%2 E//!( Strategic Partner Mr. President www.flickr.com/photos/jmsmith000/3169546564
  64. 64. “ N$rr$#&v! &" #+! 2!) #+&'.. A person needs to be able to tell a good story about their deliverables and why they made decisions, who they worked with along the way and how they were produced (and for whom). I#'" -'() r!$(() when people tell stories that people feel engaged and connected with how a UX practitioner practices. 6! -'!" #+$# *-''# +$v! '$rr$#&v! come across as samey, lumpy and can make you assume the practitioner lacks passion. ” www.flickr.com/photos/jmsmith000/3169546564 - B! K$(!r Director Futureheads Recruitment
  65. 65. Sp!$2&'. -f storytelling, this is what visual design has to say www.flickr.com/photos/carlosfpardo/6791950592
  66. 66. “ A .--* p&!%! -f UX has a narrative and clearly tells a story, or at least part of a story on a particular journey. As a designer - everything I do and make is communicating something to someone. Therefore a critical deliverable to establish that principle are good personas. I '!!* #- 0'*!r"#$'* who has to get what out of the thing I'm designing and I'm only satisfied a visual has been executed well once I'm confident it's telling the right story to the right person in the right way. ” - S#!v! W+&##&'.#-' Design Director Dare www.flickr.com/photos/jmsmith000/3169546564
  67. 67. “ J0"# $" *!"&.' shouldn't be paint by numbers, UX shouldn't be build by boxes. The boundaries between good content creation, well considered user experience and effective design and layout are blurred. I 8r/() b!(&!v! that for one to be successful - all the disciplines need to sing together. Hence, the single most important deliverable isn't a physical one, rather a common understanding - a pool of knowledge developed when these key disciplines work together. ” - S#!v! W+&##&'.#-' Design Director Dare www.flickr.com/photos/jmsmith000/3169546564
  68. 68. S- #r0!, & so important www.flickr.com/photos/jdhancock/4354438814
  69. 69. L$"# b0# '-# (!$"#, we wouldn’t have anything without content www.flickr.com/photos/grimsanto/751075283/photos/carlosfpardo/6791950592
  70. 70. “ 6! b!"# *!(&v!r$b(!" for a writer evidence a really close understanding of our content so that there's flexibility in wireframes for example, to fit more or less words. Components can be useful in this respect. 6!r!'" '-#+&'. w-r"! than having to fill space when there's nothing to say. I also find personas helpful for adjusting the copy in places, but only if they're sufficiently different from each other. ” - E//$ L$w"-' Freelance Senior Copywriter & Former Head of Copy www.flickr.com/photos/jmsmith000/3169546564
  71. 71. 3. G0&*&'. principles with DOs & DON’Ts
  72. 72. ,r"# THE DOs www.flickr.com/photos/withassociates/3795212591
  73. 73. 01 • • • • Create something people want to read make documents skimmable & easy to read remove fluff & get to the point pull out key points & actions add some delight to keep the reader engaged
  74. 74. Ev!r) r!$*!r has given you their time. Make the most of it & don’t waste it www.flickr.com/photos/martinteschner/4569495912
  75. 75. 02 Ensure the reader knows what they are looking at • always include page titles • use visual cues for what you reference in annotations • pull out or highlight what has changed from prior version www.flickr.com/photos/pinkpurse/5355919491
  76. 76. 03 Make it easy to follow & understand • a red thread is crucial & makes your work more engaging • consistency in numbering & titles matters • include page numbers, particularly if presenting over the phone www.flickr.com/photos/pinkpurse/5355919491
  77. 77. 6-0.+ it (mostly) should be, it won’t always be YOU presenting YOUR work www.flickr.com/photos/martinteschner/4569495912
  78. 78. 04 • • • • • • Make things reusable between projects use stencils & avoid continuously creating from scratch keep assets organised (icons, visual elements, assets for devices, social media etc.) spend some time setting up elements properly helps avoid having to go back & adjust every instance later set up document templates that can be reused all of the above saves time & ensures you spend yours wisely www.flickr.com/photos/pinkpurse/5355919491
  79. 79. 05 • • • • • Avoid unnecessary updates & maintenance set up & automate document info (logos, page numbers, titles, version, file location, etc) if software allows, place them on a shared canvas/ layer ensures they are on every page & no manual update is needed use layers/ shared canvases for consistent elements & for keeping your document organised (great if someone else needs to pick it up) www.flickr.com/photos/pinkpurse/5355919491
  80. 80. 06 Adapt to the reader, project & situation • applies to verbal presentation & walkthrough • as well as visual presentation & polish • adjust your focus & detail - what’s most important to them www.flickr.com/photos/pinkpurse/5355919491
  81. 81. 07 • • • • Use a mixture of colours, white space, fonts & styling helps draw the user’s eye & guide the reader to what matters useful for grouping information adds delight & makes your documents a pleasure to the eye really simple & not takes very little time www.flickr.com/photos/pinkpurse/5355919491
  82. 82. A'* THE DON’Ts www.flickr.com/photos/withassociates/3795212591
  83. 83. 01 • • • • Don’t be lazy check spelling ensure things are aligned include spacing always proof read www.flickr.com/photos/pinkpurse/5355919491
  84. 84. 02 Don’t create unrealistic wireframes • images tend to come in certain ratios • typography needs to be big enough to read • be true - making your wireframes bigger, or modules smaller won’t make the content fit in real life www.flickr.com/photos/pinkpurse/5355919491
  85. 85. 03 Don’t spend unnecessary time polishing • work with simple tools to improve your documents • spend your time where it adds the most value • practice & re-use to save time www.flickr.com/photos/pinkpurse/5355919491
  86. 86. 4. G--* examples
  87. 87. P!r"-'$ www.flickr.com/photos/cannedtuna/4852756417
  88. 88. P!' p-r#r$&#
  89. 89. P!' p-r#r$&#
  90. 90. M-r! personas & pen portraits www.ux-lady.com/wp-content/uploads/2013/06/ portada-DIY-personas.jpg http://rolandsmart.com/wp-content/uploads/ 2012/12/involver_personas5.jpg http://peterspannagle.com/wp-content/uploads/ 2013/05/OBC-personas.png http://ucgd.com.au/course/wp-content/uploads/ 2013/03/personas-4.jpg www.pinterest.com/pin/186195765816951260/ www.smartinsights.com/wp-content/uploads/ 2012/06/social-media-personas-600x2223.jpg http://dannyhearn.me/images/porfolio/speedy/ screen_02.jpg www.flickr.com/photos/st3f4n/4387291247
  91. 91. C0"#-/!r 9p!r&!'%! M$p www.flickr.com/photos/_dchris/8524084981
  92. 92. C0"#-/!r 9p!r&!'%! M$p www.flickr.com/photos/brandonschauer/3363169836
  93. 93. M-r! customer experience maps http://productpad.in/blog/visualizing-an-e-commercecustomer-experience-map http://wireframes.linowski.ca/2010/04/blueprint www.adaptivepath.com/ideas/the-anatomy-of-anexperience-map http://adaptivepath.com/uploads/documents/ RailEurope_AdaptivePath_CXMap_FINAL.pdf www.ux-lady.com/experience-maps-user-journeyand-more-exp-map-layout www.ux-lady.com/wp-content/uploads/2013/03/ time-line-exp-map-2.jpg http://sarahdrummond.files.wordpress.com/2009/09/ saywomenjourneychart.jpg www.flickr.com/photos/st3f4n/4387291247
  94. 94. S2!#%+!" www.flickr.com/photos/saucef/7184615025
  95. 95. www.flickr.com/photos/lucamascaro/4941101192 T--(" f-r "2!#%+&'. www.flickr.com/photos/snogglemedia/6254591338 www.flickr.com/photos/lucamascaro/4941102534 www.flickr.com/photos/adactio/5441449605
  96. 96. U"!r :-w www.flickr.com/photos/hperticarati/6930388917
  97. 97. U"!r 4-0r'!) www.flickr.com/photos/kaioshin/8357538337
  98. 98. F(-w *&$.r$/ www.flickr.com/photos/davidex/6447938785
  99. 99. F(-w *&$.r$/ www.flickr.com/photos/vfsdigitaldesign/5432269858
  100. 100. M-r! user journeys, flows & flow diagrams http://wireframes.linowski.ca/tag/user-flow http://uirockstar.com/images/portfolio/flows/large/ user-flow.jpg www.boxuk.com/upload/img/user_journey_large.png http://wiki.linkedgov.org/images/thumb/c/ce/ Developers_search_user_journeys_2v1.png/900pxDevelopers_search_user_journeys_2v1.png www.flickr.com/photos/st3f4n/4387291247
  101. 101. S&#!/$p" www.flickr.com/photos/inpivic/5205918163/
  102. 102. S&#!/$p" www.flickr.com/photos/kaioshin/8350138704
  103. 103. S&#!/$p" www.flickr.com/photos/laurajo/3893912478
  104. 104. S&#!/$p" www.flickr.com/photos/hungrybrowser/4545494926
  105. 105. M-r! sitemaps www.resexpo.com/images/sitemap_full.gif http://dribbble.com/shots/1016777-Sitemapping/ attachments/121386 www.pinterest.com/pin/193232640234502158 http://dribbble.com/shots/645915-Sitemap? list=popular&offset=141 http://dribbble.com/shots/493411-Sitemap www.flickr.com/photos/st3f4n/4387291247
  106. 106. S2!#%+!" + "%r!!' :-w www.flickr.com/photos/v222000/7042284563
  107. 107. S2!#%+!" & "%r!!' :-w www.flickr.com/photos/hperticarati/6930388917
  108. 108. M-r! visual flows & story boards www.guerillagirl.de/wordpress/wp-content/uploads/ 2011/09/mobile-storyboard.jpg http://paultrow.com/images/storyboard_itv2.jpg http://wireframes.linowski.ca/wp-content/themes/ darwin/images/full232.jpg www.pinterest.com/pin/103653228896454959 http://dribbble.com/shots/1087622-PrototypingPLANiT/attachments/135624 www.flickr.com/photos/st3f4n/4387291247
  109. 109. W&r!fr$/!" www.flickr.com/photos/rohdesign/3307873748
  110. 110. W&r!fr$/!" www.flickr.com/photos/hirt/5553421982/
  111. 111. W&r!fr$/!" www.flickr.com/photos/activeside/2192411612
  112. 112. W&r!fr$/!" www.flickr.com/photos/brandonschauer/5054715729
  113. 113. M-r! wireframes http://bradfrostweb.com/blog/post/entertainmentweekly/ http://dribbble.com/shots/978422-Wireframes? list=popular&offset=180 www.pinterest.com/pin/110549365825077181 http://dribbble.com/shots/967188-User-flow-iphoneapp http://uxmag.com/sites/default/files/uploads/ evanswireframing/globalcruise5.png www.flickr.com/photos/st3f4n/4387291247
  114. 114. Pr$%#&%! time, but first... www.flickr.com/photos/suttonhoo22/2070700035
  115. 115. 5 /&'" break
  116. 116. 5. ;/! #- practice
  117. 117. F-0r 1!r%&"!" to work through individually (or in pairs if preferred) xxx
  118. 118. 6! BRIEF For Christmas a client has asked you to design & build an app around what’s happening in London. They’ve shared target audience insight & requirements on what to include: • • • • About information Christmas focused map Offers from stores List of events www.flickr.com/photos/pinkpurse/5355919491 • • • Latest news Login & registration Ability to share
  119. 119. 01 SKETCHING As a first draft to the client, sketch a few of the sections of the app & include key points on interactions, flow between screens & main points around your thinking. • • • • About information Christmas focused maps Offers from stores List of events www.flickr.com/photos/pinkpurse/5355919491 • • • Latest news Login & registration Ability to share
  120. 120. www.flickr.com/photos/lucamascaro/4941101192 T--(" f-r "2!#%+&'. www.flickr.com/photos/snogglemedia/6254591338 www.flickr.com/photos/lucamascaro/4941102534 www.flickr.com/photos/adactio/5441449605
  121. 121. 02 PEN PORTRAIT Congrats! The client loved it. The next task is to create a pen portrait summarising who this is for & what we need to know about them, as well as what captures who they are. • • Tourist, German, [xx] years old, [gender] Interested in Christmas markets, concerts, likes shopping www.flickr.com/photos/pinkpurse/5355919491 • • • Uses iPhone, also has a tablet First time in London Novice iPhone user Skeptical to sharing information
  122. 122. P!r"-'$ www.flickr.com/photos/cannedtuna/4852756417
  123. 123. P!' p-r#r$&#
  124. 124. P!' p-r#r$&#
  125. 125. 5 /&'" break
  126. 126. 03 WIREFRAME Bad news. An external company will build the app. Based on your sketches do a wireframe on your computer of the home screen. Make sure the following is clear to the reader: • • • • Which screen they are looking at What this view does - purpose, goals What’s the content on the screen Where does interactions take the user www.flickr.com/photos/pinkpurse/5355919491 • • How do interactions work Any key considerations ...and that it looks somewhat decent
  127. 127. W&r!fr$/!" www.flickr.com/photos/hirt/5553421982/
  128. 128. W&r!fr$/!" www.flickr.com/photos/activeside/2192411612
  129. 129. 04 PRESENTATION This is the big one, selling it to the stakeholders. The client wants you to do an executive summary that you will be presenting, but can also be passed around. It should include: • • • • The Brief The process Who the target audience is The solution www.flickr.com/photos/pinkpurse/5355919491 Also consider... • It needs to sell • Be clear & concise • Focus on key take aways
  130. 130. 3 things
  131. 131. 01 “ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'., not reading. If the information that you want to put across requires detailed paragraphs or chunky tables for analysis, or swirly complex user journeys - deliver the information in a different way. ” - N&%2 E//!( Strategic Partner Mr. President www.flickr.com/photos/jmsmith000/3169546564
  132. 132. 02 “ R!$* $'* $*$p# #- #+! $0*&!'%!. When you see people who have written a speech word-for-word read it out, it never connects with the audience. That's not because the material is bad, it is because it is not being constantly adapted to the ever-changing context, mood, or understanding. Stand-up comedians are great presenters as they adapt and draw in their audience. ” www.flickr.com/photos/jmsmith000/3169546564 - N&%2 E//!( Strategic Partner
  133. 133. 03 “ S$) (!"". When you are given a stage to show-off your knowledge, the temptation is to waffle, digress or delve far too deep into topics. People can take away (at best) 3 things from an hour long presentation. Make sure you focus so that the three things you want to be taken away are taken away. ” - N&%2 E//!( Strategic Partner Mr. President www.flickr.com/photos/jmsmith000/3169546564
  134. 134. 6. S0r.!r) + Q&A
  135. 135. A') questions? www.flickr.com/photos/perolofforsberg/6691744587
  136. 136. A') w-r2 you would like to get feedback on? www.flickr.com/photos/kalexanderson/5984187563
  137. 137. If "this applies, please
  138. 138. A f!w final words... www.flickr.com/photos/martinteschner/4569495912
  139. 139. Appr-$%+, #--(" & 8*!(&#) depends on your project, budget and time frame www.flickr.com/photos/75905404@N00/7126146307
  140. 140. Br$'* H&.+ (!v!( Less formal UX deliverables but more creatively led Source: Mark Bell, Dare Aim of experience IA & UX deliverables I'f- -r #$"2 D!#$&(!* UX led with more formal & extensive IA & UX deliverables
  141. 141. I# $("- *!p!'*" -' the skills & experiences of your team www.flickr.com/photos/jpott/6214176279
  142. 142. H&.+ (!v!( IA & UX deliverables Less formal UX deliverables but more creatively led 9#!'"&v! Source: Mark Bell, Dare D!#$&(!* UX led with more formal & extensive IA & UX deliverables Experience in visual design team L&/&#!*
  143. 143. A'* &f &#’" b!&'. b0&(# externally or internally www.flickr.com/photos/booleansplit/8393134563/
  144. 144. Br$'* H&.+ (!v!( Aim of experience IA & UX deliverables Less formal UX deliverables but more creatively led 9#!'"&v! Source: Mark Bell, Dare I'f- -r #$"2 D!#$&(!* UX led with more formal & extensive IA & UX deliverables Experience in visual design team L&/&#!*
  145. 145. If %(&!'#" (-r "-/!-'! !("!) don’t get it, there is generally something to be improved in how we work with them & present our work www.flickr.com/photos/martinteschner/4569495912
  146. 146. N- right way. N- wrong way.
  147. 147. A" (-'. $" you add value www.flickr.com/photos/stevendepolo/4582437563
  148. 148. R!/!/b!r, this is how I started out www.flickr.com/photos/sshb/3831637764
  149. 149. L!$r' from others & stick to the DOs & DON’Ts www.flickr.com/photos/deathtogutenberg/6784150372
  150. 150. F-'#" & colours go a (-'. w$).
  151. 151. A'* have fun, it will come across www.flickr.com/photos/imagined_horizons/3669474121
  152. 152. 6$'2 )-0 @annadahlstrom | anna.dahlstrom@gmail.com www.annadahlstrom.com
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