Documenting Design: A Critical Step in Any Developers Workflow

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Designer, author and entrepreneur Lisa Sabin-Wilson walks through the critical step of documenting design with your client and how it will save you time and help your clients.

Designer, author and entrepreneur Lisa Sabin-Wilson walks through the critical step of documenting design with your client and how it will save you time and help your clients.

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  • BEFORE NEXT SLIDE - In my years working as a Registered Nurse...we had a daily saying to remind us...\n
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Transcript

  • 1. documenting designa critical step in any developers work flow 9/19/2012 - LISA SABIN-WILSON
  • 2. Lisa Sabin-Wilson•DESIGNER SINCE 1998•“DEVELOPER” SINCE 2003•DEVELOPER SINCE 2007•AUTHOR: WORDPRESS FOR DUMMIES•OWNER: EWEBSCAPES DESIGN STUDIO 9/19/2012 - LISA SABIN-WILSON
  • 3. documenting design ... 9/19/2012 - LISA SABIN-WILSON
  • 4. lives within that preciousspace betweendesign &development 9/19/2012 - LISA SABIN-WILSON
  • 5. Let’s call itassumption alley - -because this is whereMOST of the assumptionsbegin and then stick. 9/19/2012 - LISA SABIN-WILSON
  • 6. EliminateAssumptions• Saves time• Reduces headaches• Avoids hard feelings• Happy client• Happy developer 9/19/2012 - LISA SABIN-WILSON
  • 7. SetExpectationsEarly• Keeps project realistic• Keeps projects on time• Avoids miscommunication• Happy client• Happy developer 9/19/2012 - LISA SABIN-WILSON
  • 8. DocumentProjectRequirements• Ready reference point for all• Eliminates “he said/she said”• Provides a work flow• Happy client• Happy developer 9/19/2012 - LISA SABIN-WILSON
  • 9. NOT YOUR AVERAGE JOESPROJECT HTTP://NYAJ.COMDATE CLIENT JULY 2012 NOT YOUR AVERAGE JOES
  • 10. NOT YOUR AVERAGE JOE’SPROJECT HTTP://NYAJ.COMDATE CLIENT JULY 2012 NOT YOUR AVERAGE JOE’S
  • 11. INITIAL CLIENT CONTACT | PRE-SALES DISCUSSIONS | INITIAL REQUIREMENTS |Typical STATEMENT OF WORK |work flow DESIGN PROCESS | DESIGN APPROVAL | DEVELOPMENT | TESTING | GO LIVE! 9/19/2012 - LISA SABIN-WILSON
  • 12. INITIAL CLIENT CONTACT | PRE-SALES DISCUSSIONS | INITIAL REQUIREMENTS |New-Typical STATEMENT OF WORK | DESIGN PROCESSwork flow | DESIGN DOCUMENTATION | DESIGN APPROVAL | DEVELOPMENT | TESTING | GO LIVE!
  • 13. documenting the designfiles eliminates the guesswork. 9/19/2012 - LISA SABIN-WILSON
  • 14. WE BUILT A SITEMAP - WHICH WAS HELPFUL...BUT IT WASN’T ENOUGH 9/19/2012 - LISA SABIN-WILSON
  • 15. WE HAD A 16 PAGE STATEMENT OF WORKBUT IT STILL WASN’T ENOUGH 9/19/2012 - LISA SABIN-WILSON
  • 16. PSD Files Acquired. DESIGN APPROVAL DONE! 9/19/2012 - LISA SABIN-WILSON
  • 17. A TOTAL OF 26 DIFFERENT PAGE VIEWS/LAYOUTSBELIEVE IT OR NOT ... THIS WAS STILL NOT ENOUGH 9/19/2012 - LISA SABIN-WILSON
  • 18. at this point?it is really tempting to digright in and startdeveloping this bad boy. 9/19/2012 - LISA SABIN-WILSON
  • 19. the sooner you get it done...the sooner you get paid.the sooner you can update your portfolio.the sooner the client is happy. 9/19/2012 - LISA SABIN-WILSON
  • 20. right? 9/19/2012 - LISA SABIN-WILSON
  • 21. What they wanted... ? LISA NEEDS TO START DEVELOPMENT NOW BECAUSE WE WANT THIS DONE & LIVE IN LESS THAN 30 DAYS. 9/19/2012 - LISA SABIN-WILSON
  • 22. What they needed... ? STOP ... TAKE A BREATH ... LISA NEEDS TO DEFINE THE DEVELOPMENT IN A WAY THAT TAKES QUESTIONS OUT OF THE ENTIRE DEVELOPMENT PROCESS. 9/19/2012 - LISA SABIN-WILSON
  • 23. eliminate removeobliterate assumptions.
  • 24. as a developer - I canmake assumptions withthe BEST of them
  • 25. assumptions are based ona persons own frame ofreference.
  • 26. what i see in my head willbe different from what yousee in your head.
  • 27. interpretations will vary.
  • 28. For example . . .
  • 29. THE LANDING PAGETHERE IS A LOT GOING ON HERE
  • 30. i made some assumptions :( 9/19/2012 - LISA SABIN-WILSON
  • 31. THE LANDING PAGEMORE PHOTOS? IT’S A SIDEBAR CAROUSEL - IT FLIPS THROUGH STAFF PHOTOS
  • 32. THE LANDING PAGETHE REALITY .... THE CLIENT’S INTENTION ? ...
  • 33. THE LANDING PAGETHE REALITY .... IT’S A SLIDESHOW/CAROUSEL OF PHOTOS IN THE MAIN BODY
  • 34. a sidebar carouselis HUGELY differentthan a slideshow in themain content area. 9/19/2012 - LISA SABIN-WILSON
  • 35. if i had gone with myinitial assumption withoutdiscovering the clientsintention ... 9/19/2012 - LISA SABIN-WILSON
  • 36. i would have wasted time. 9/19/2012 - LISA SABIN-WILSON
  • 37. i would have presentedincorrect work to theclient. 9/19/2012 - LISA SABIN-WILSON
  • 38. i would risk the clientlosing confidence in me. 9/19/2012 - LISA SABIN-WILSON
  • 39. especially if i had mademy next assumption . . . 9/19/2012 - LISA SABIN-WILSON
  • 40. THE LANDING PAGEREMEMBER THIS? 9/19/2012 - LISA SABIN-WILSON
  • 41. THE LANDING PAGEJOIN OUR EMAIL CLUB - - LINKS TO A PAGE WITH A SUBSCRIPTION FORM - RIGHT?
  • 42. THE LANDING PAGENOT EXACTLY - CLICK IT AND IT OPENS INLINE - NO NEW PAGE LOAD. 9/19/2012 - LISA SABIN-WILSON
  • 43. THE NAVIGATION MENULINKS TO INTERNAL PAGES? 9/19/2012 - LISA SABIN-WILSON
  • 44. THE LANDING PAGENOPE! IT CONTAINS A FLY OUT MENU WITH SUB NAVIGATION 9/19/2012 - LISA SABIN-WILSON
  • 45. none of this was indicated •INITIAL REQUIREMENTS •STATEMENT OF WORK •SITE MAP •PSD FILES 9/19/2012 - LISA SABIN-WILSON
  • 46. a smart developer •RECOGNIZES GAPS •ASKS QUESTIONS •SEEKS ANSWERS •REQUIRES CLARIFICATION 9/19/2012 - LISA SABIN-WILSON
  • 47. i have not always been asmart developer •WASTED HOURS UPON HOURS •FRUSTRATING BACK AND FORTH •LOST MONEY •FRUSTRATED CLIENTS •SCOPE CREEP •NEVER ENDING PROJECT 9/19/2012 - LISA SABIN-WILSON
  • 48. when you have your handson the approved designfiles - get into the mind ofthe user 9/19/2012 - LISA SABIN-WILSON
  • 49. you know ....the person who is actuallygoing to use the web site 9/19/2012 - LISA SABIN-WILSON
  • 50. you will do yourself andyour client a favor if youstart asking questionslike... 9/19/2012 - LISA SABIN-WILSON
  • 51. whathappenswhen I clickthis? 9/19/2012 - LISA SABIN-WILSON
  • 52. how many photosare loaded into thiscarousel?what happens when iclick “more photos?”does clicking on anindividual photo takeme anywhere? 9/19/2012 - LISA SABIN-WILSON
  • 53. asking questions likethese gives the clientthe chance to correctyour assumptions...“oh no, that’s not for those photos ...it’s for the main photos on the left!” 9/19/2012 - LISA SABIN-WILSON
  • 54. so then you canclarify....•HOW MANY PHOTOS?•ARE THEY LINKED TO ANYTHING?•ARE THESE POSTS WITH FEATURED IMAGES?•DOES THIS HAPPEN ON OTHER PAGES?•OR JUST THE HOME PAGE? 9/19/2012 - LISA SABIN-WILSON
  • 55. whereverthere is anactionindicated ...clarify it 9/19/2012 - LISA SABIN-WILSON
  • 56. Never beafraid to...ask questionsget clarificationcorrect your assumptions
  • 57. Doing soshows ...initiativemotivation to do it rightconfidencethoroughness
  • 58. but wait ....don’t stop at simply havingthe conversation 9/19/2012 - LISA SABIN-WILSON
  • 59. document it. 9/19/2012 - LISA SABIN-WILSON
  • 60. make it part of thecontract. 9/19/2012 - LISA SABIN-WILSON
  • 61. before you lay down onesingle piece of code - getyour client to sign off on it. 9/19/2012 - LISA SABIN-WILSON
  • 62. find amethod youprefer - butdefinitelydocument it 9/19/2012 - LISA SABIN-WILSON
  • 63. •AUDIO: RECORD THE CONVERSATION•OLD SCHOOL: SPREADSHEET•CONCEPT SHARE•HTTP://WWW.CONCEPTSHARE.COM•CAGE APP•HTTP://WWW.CAGEAPP.COM 9/19/2012 - LISA SABIN-WILSON
  • 64. whatever method youchoose to use - make sureyou document the process 9/19/2012 - LISA SABIN-WILSON
  • 65. Documenting eachelement in the projectadded approximately2 hours. 9/19/2012 - LISA SABIN-WILSON
  • 66. if it wasn’t documented ... it didn’t happen 9/19/2012 - LISA SABIN-WILSON
  • 67. The End. 9/19/2012 - LISA SABIN-WILSON