Best Practice for UX Deliverables


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Best Practice for UX Deliverables

  1. 1. B!"# pr$%#&%! for UX deliverables by Anna Dahlström | @annadahlstrom
  2. 2. My name is Anna and today we’re going to talk about: •How to adapt and sell your UX deliverable to the reader (from clients, your team, in house and outsourced developers) •Guiding principles for creating good UX deliverables (both low and high fidelity) •Best practice for presentations, personas, user journeys, flows, sitemaps, wireframes and other documents •Simple, low effort but big impact tools for improving the visual presentation of your UX deliverables
  3. 3. O'() joking, that’s not what this presentation will look like
  4. 4. If &# *&*, I wouldn’t blame you if you looked like this
  5. 5. W+$# is so bad with this?
  6. 6. ,r"# -f $((, it makes you want to do this
  7. 7. I#’" really hard to read Nbr!$#+&'. "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!$2 5. Practice x 4 6. Surgery + Q & A
  11. 11. 2007 I started working agency side
  12. 12. M0%+ faster pace than what I was used to
  13. 13. Fr-/ -'! to many clients & projects, at the same time
  14. 14. Fr-/ #7 applications to campaigns & large website redesigns
  15. 15. S#r$#!.&% 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!$#&v!, communicative, & visually pleasing documents were a breeze for them
  19. 19. 6!) /$*! clients & internal people smile
  20. 20. F-r /!... it took time
  21. 21. A*v$'%&'. my wireframing skills was easy
  22. 22. L!"" "- with the strategic experience design documents
  23. 23. I +$* #- find my own style
  24. 24. W!!2() one to ones
  25. 25. Cr&#&q0!, w$(2-#+r-0.+" & #&p" was the best thing for my development
  26. 26. 6$# & 1p!r&/!'#&'. until I found my style
  27. 27. S&'%! #+!' I’ve made clients & internal stakeholders & team members smile
  28. 28. 6-0.+ that’s not what it’s about, it was & continues to be one important aspect
  29. 29. C+$/p&-'&'. IA & UX internally as well as with clients was a big part of my job
  30. 30. I# "#&(( &": the value of UX, collaboratively working & being involved from start to finish is not a given everywhere
  31. 31. W+-!v!r our work is for, we always need to sell it
  32. 32. H-w /0%+ we need to put into it H-w we need to sell it T- w+-/ we need to sell it this all varies
  33. 33. 6$#’" w+$# we’re going to be working on today
  34. 34. 2. A*$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 $"2!* a few people in different roles what they considered key with good UX deliverables
  37. 37. “ Y-0 '!!* #- produce a deliverable that meets the needs of the audience it's intended for: wireframes that communicate to designers, copy writers and technical architects... Experience strategy documents that matter to digital marketeers... ” - J-+' G&bb$r* Associate Planning Director Dare
  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
  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$(!) Head of User Experience Guardian News and Media
  40. 40. O'! immediate conclusion can be made
  41. 41. C(&!'# "&*! is different from +$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
  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
  44. 44. S!%-'* %-'%(0"&-': approaches & what’s needed differ between companies
  45. 45. I $"2!* A(1: “Would you agree though that the above works a lot better if the teams are located together and work collaboratively, and that the need for actual wireframes with annotations increase, if the development happens elsewhere?”
  46. 46. Y!" totally agree
  47. 47. 6&r* %-'%(0"&-': what inhouse developers need is different from if the build is outsourced
  48. 48. “ UX "+-0(* '-# be a hander over, it should be part of the full development cycle from product inception, through to the MVP and each iteration beyond. ” - S%-## B)r'!-Fr$"!r Creative Director BBC User Experience & Design Sport & Live
  49. 49. H-w!v!r, sometimes we do need to hand things over
  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
  51. 51. “ UX &" $b-0# *!(&v!r), not deliverables. So the best design artefacts are the ones that take the least time to convey the most insight and meaning. Conversations are better than sketches, sketches are better than prototypes and prototypes are better than think specifications. S- &f )-0'r! f-%0""&'. -' making pretty deliverables, you're focussing on the wrong thing. ” - A'*) B0** Co-founder & CEO Clearleft
  52. 52. “ 6$# 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
  53. 53. F-r#+ %-'%(0"&-': it’s not about pretty documents, but about adding value
  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+$rp(!" Design Director Albion
  55. 55. A" w! 2'-w, not every client is the same
  56. 56. Fr-/ #w- *!$r -'!", who have been both colleagues & clients
  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
  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
  59. 59. B0#, not every client is UX minded
  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&#$( that the UX is super clear, with detailed annotations and notes written in laymen's terms - and if it can be visually engaging to keep their attention, all the better. Personally I am a big fan of sketches, particularly in the early stages. ” - H$''$+ H&(b!r) Board Account Director Leo Burnett
  61. 61. O' #+! "0b4!%# -f keeping people’s attention - a bit on building skills, presentations & showing work
  62. 62. “ I' b0&(*&'. #+! "2&((" -f /) #!$/ 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$r* Associate Planning Director Dare
  63. 63. “ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'., not reading. R!$* $'* $*$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
  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$#&v! come across as samey, lumpy and can make you assume the practitioner lacks passion. ” - B! K$(!r Director Futureheads Recruitment
  65. 65. Sp!$2&'. -f storytelling, this is what visual design has to say
  66. 66. “ A .--* p&!%! -f UX has a narrative and clearly tells a story, or at least part of a story on a particular journey. As a designer - everything I do and make is communicating something to someone. Therefore a critical deliverable to establish that principle are good personas. I '!!* #- 0'*!r"#$'* 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
  67. 67. “ J0"# $" *!"&.' shouldn't be paint by numbers, UX shouldn't be build by boxes. The boundaries between good content creation, well considered user experience and effective design and layout are blurred. I 8r/() b!(&!v! that for one to be successful - all the disciplines need to sing together. Hence, the single most important deliverable isn't a physical one, rather a common understanding - a pool of knowledge developed when these key disciplines work together. ” - S#!v! W+&##&'.#-' Design Director Dare
  68. 68. S- #r0!, & so important
  69. 69. L$"# b0# '-# (!$"#, we wouldn’t have anything without content
  70. 70. “ 6! b!"# *!(&v!r$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$w"-' Freelance Senior Copywriter & Former Head of Copy
  71. 71. 3. G0&*&'. principles with DOs & DON’Ts
  72. 72. ,r"# THE DOs
  73. 73. 01 • • • • Create something people want to read make documents skimmable & easy to read remove fluff & get to the point pull out key points & actions add some delight to keep the reader engaged
  74. 74. Ev!r) r!$*!r has given you their time. Make the most of it & don’t waste it
  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
  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
  77. 77. 6-0.+ it (mostly) should be, it won’t always be YOU presenting YOUR work
  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
  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)
  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
  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
  82. 82. A'* THE DON’Ts
  83. 83. 01 • • • • Don’t be lazy check spelling ensure things are aligned include spacing always proof read
  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
  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
  86. 86. 4. G--* examples
  87. 87. P!r"-'$
  88. 88. P!' p-r#r$&#
  89. 89. P!' p-r#r$&#
  90. 90. M-r! personas & pen portraits portada-DIY-personas.jpg 2012/12/involver_personas5.jpg 2013/05/OBC-personas.png 2013/03/personas-4.jpg 2012/06/social-media-personas-600x2223.jpg screen_02.jpg
  91. 91. C0"#-/!r 9p!r&!'%! M$p
  92. 92. C0"#-/!r 9p!r&!'%! M$p
  93. 93. M-r! customer experience maps RailEurope_AdaptivePath_CXMap_FINAL.pdf time-line-exp-map-2.jpg saywomenjourneychart.jpg
  94. 94. S2!#%+!"
  95. 95. T--(" f-r "2!#%+&'.
  96. 96. U"!r :-w
  97. 97. U"!r 4-0r'!)
  98. 98. F(-w *&$.r$/
  99. 99. F(-w *&$.r$/
  100. 100. M-r! user journeys, flows & flow diagrams user-flow.jpg Developers_search_user_journeys_2v1.png/900pxDevelopers_search_user_journeys_2v1.png
  101. 101. S&#!/$p"
  102. 102. S&#!/$p"
  103. 103. S&#!/$p"
  104. 104. S&#!/$p"
  105. 105. M-r! sitemaps attachments/121386 list=popular&offset=141
  106. 106. S2!#%+!" + "%r!!' :-w
  107. 107. S2!#%+!" & "%r!!' :-w
  108. 108. M-r! visual flows & story boards 2011/09/mobile-storyboard.jpg darwin/images/full232.jpg
  109. 109. W&r!fr$/!"
  110. 110. W&r!fr$/!"
  111. 111. W&r!fr$/!"
  112. 112. W&r!fr$/!"
  113. 113. M-r! wireframes list=popular&offset=180 evanswireframing/globalcruise5.png
  114. 114. Pr$%#&%! time, but first...
  115. 115. 5 /&'" break
  116. 116. 5. ;/! #- practice
  117. 117. F-0r 1!r%&"!" to work through individually (or in pairs if preferred) xxx
  118. 118. 6! BRIEF For Christmas a client has asked you to design & build an app around what’s happening in London. They’ve shared target audience insight & requirements on what to include: • • • • About information Christmas focused map Offers from stores List of events • • • Latest news Login & registration Ability to share
  119. 119. 01 SKETCHING As a first draft to the client, sketch a few of the sections of the app & include key points on interactions, flow between screens & main points around your thinking. • • • • About information Christmas focused maps Offers from stores List of events • • • Latest news Login & registration Ability to share
  120. 120. T--(" f-r "2!#%+&'.
  121. 121. 02 PEN PORTRAIT Congrats! The client loved it. The next task is to create a pen portrait summarising who this is for & what we need to know about them, as well as what captures who they are. • • Tourist, German, [xx] years old, [gender] Interested in Christmas markets, concerts, likes shopping • • • Uses iPhone, also has a tablet First time in London Novice iPhone user Skeptical to sharing information
  122. 122. P!r"-'$
  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 • • How do interactions work Any key considerations ...and that it looks somewhat decent
  127. 127. W&r!fr$/!"
  128. 128. W&r!fr$/!"
  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 Also consider... • It needs to sell • Be clear & concise • Focus on key take aways
  130. 130. 3 things
  131. 131. 01 “ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'., not reading. If the information that you want to put across requires detailed paragraphs or chunky tables for analysis, or swirly complex user journeys - deliver the information in a different way. ” - N&%2 E//!( Strategic Partner Mr. President
  132. 132. 02 “ R!$* $'* $*$p# #- #+! $0*&!'%!. When you see people who have written a speech word-for-word read it out, it never connects with the audience. That's not because the material is bad, it is because it is not being constantly adapted to the ever-changing context, mood, or understanding. Stand-up comedians are great presenters as they adapt and draw in their audience. ” - N&%2 E//!( Strategic Partner
  133. 133. 03 “ S$) (!"". 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
  134. 134. 6. S0r.!r) + Q&A
  135. 135. A') questions?
  136. 136. A') w-r2 you would like to get feedback on?
  137. 137. If "this applies, please
  138. 138. A f!w final words...
  139. 139. Appr-$%+, #--(" & 8*!(&#) depends on your project, budget and time frame
  140. 140. Br$'* 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# $("- *!p!'*" -' the skills & experiences of your team
  142. 142. H&.+ (!v!( IA & UX deliverables Less formal UX deliverables but more creatively led 9#!'"&v! Source: Mark Bell, Dare D!#$&(!* UX led with more formal & extensive IA & UX deliverables Experience in visual design team L&/&#!*
  143. 143. A'* &f &#’" b!&'. b0&(# externally or internally
  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
  146. 146. N- right way. N- wrong way.
  147. 147. A" (-'. $" you add value
  148. 148. R!/!/b!r, this is how I started out
  149. 149. L!$r' from others & stick to the DOs & DON’Ts
  150. 150. F-'#" & colours go a (-'. w$).
  151. 151. A'* have fun, it will come across
  152. 152. 6$'2 )-0 @annadahlstrom |