We love Canada. You should too.
In Canadian airports you run into other content strategist. www.datawithasoul.com
FACT!
http://instagram.com/famanji
Find Steve on twitter @hellofisherSteve is the content nerd-herder and responsive design fanatic at The Republic of Quality...
I believe that what I do saves the world (one web project at a time). The UX and ContentStrategy is altruistic. We’re here...
http://hellofisher.com/fun/haha.gif
republicofquality.comThe Republic of Quality is a user experience design firm. We put people first and findopportunities for ...
I love to run
My family is great. @shannonfisher
I have a dog that looks like a deer. @slonefisher
I have an amazing daughter that is sassy and confident. I love that.
She keeps tabs on me...
yellowpencil.comYellow Pencil has been building accessible web solutions since the Internet was just a baby.They develop a...
Running is hard and fun!
Alaine Intro
Alaine Intro
Alaine Intro
Alaine Intro
Alaine Intro
Alaine Intro
Going to talk about the process.
Responsive design wont fix your content problem. This talk isnt about just CS, UX, orresponsive design A responsive discove...
Early on... how I have grown to see the worldDiscovery is where you find out what you dont knowhttp://confabevents.com/blog...
Discovery is about finding the why.
Move from the inside out. Extrinsic vs intrinsic motivation.The Golden Circle - http://youtu.be/qp0HIF3SfI4
Brings me to the question of what drives us? Extrinsic vs intrinsic. Is it a motivation 2.0 or 3.0thing?People don’t belie...
At RoQ we focus on a human approach.
vimeo.com/15266890
What = undead
Why = remaining human in the face of it all. The web is about human interactions.
We focus on features and devices but that’s not right.
The web isn’t a bunch of machines. It is a bunch of humans.
We need to remember that each connection on the web is a connection with another human.We are trying to become wholehearted
We talk about process a lot, but it is just a concept. An idealwww.responsiveprocess.com
But that’s not how MS project works
The heroprocess they wantedOften we want all the super powers.
The process they needed■ where we needed to adjust■ page tables■ voice and tone■ writing guidelines■ static design comps■ ...
surrey.ca
think about your message
Sometimes we put the right message out there the wrong way. We need to discover what tocommunicate, and how, but also why.
Sometimes we put the right message out there the wrong way. We need to discover what tocommunicate, and how, but also why.
the team
It’s a puppy! She’s cute and will love my family unconditionally!
awwww
She just wants to be with me.
planning for growth
business goals
What they tell you they want
What they actually want
What they end up doing...
The things they are really proud of!
How they interact with their peers
The things they love to do and how they see themselves
Those special moments where the real dog comes out
How we help them
republicofquality.com/working-togetherSilos are for farming,not web designWhat works and what doesn’t. It is about interdi...
Alaine IntroThe things we experience together
work together... weird, eh*?* Canadian content
Sitting together doesn’t always mean working together. Location is nice, but isn’t and can’tbe the whole picture. Talk abo...
When you work together you can experience things together. This also happens online andthrough successes
And through debates.
Location is nice, but isn’t and can’t be the whole picture. Remote working with the team canbe rewarding and enlightening.
This is Steve laughing at something he knows Alaine will be horrified by.
Sure enough. Alaine = horrified. Moment shared and bonding established.
be careful to watch your back :)Also, watch your back. When teams start to bond they also start to have a little more fun....
The team is everyone. Not just your company
being social is where you have more little discoveries.
Working together with the extended team. The client! The Surrey Firefighters came by topresent Yellow Pencil and Steve with...
create an environment forunplanned moments of discovery
ux vision & design principles
collaborative sketching
This is done together, not alone in a room.
phone calls!!
Did you know this is also a PHONE!?
audit all the things!
mental models
This is where I live. Manor House
We love it there. Peaceful and close enough to everything.Describe the criteria
Started to notice things at dusk after moving in
A few more...
Umm...
seriously! These are the things you discover when you immerse yourself into the situations
http://bit.ly/11SF16JTypical card sort. People coming in. Whoever is available and interested. Out of context
You have great discoveries like...
What if we went to them?
empathy & experience mapping
Understanding the journey that people take to accomplish things is important
audience profiles
Project AnalysisSurrey: had them alreadyDrupal: opened up feedback to everyone
Personas, audience profilesCreate them based on real people
be willing to adapt yourselfWhat if an entire content strategy project had to change?
I can think of myself as superman. I know everything and can doanything.
Truth is, I’m more Clark Kent than superman. I get surprised
I make assumptions and I’m wrong a lot.
We have to be flexible and look for opportunities. Being wrong justmeans we’ve discovered something new we didn’t know befo...
Real discovery happensbetween the planned activities
in-browser wireframesPeople dont understand spreadsheets and abstract content plans – show them the real thing         
Surrey.caShow us where the design and the content breaks. We can then iterate quickly and often.Plus, everyone could test ...
in-browser designs
Surrey.caWe had planned for some static design elements, but found that we didn’t need them. Thiswas due to the relationsh...
celebrate successes together
don’t stop discovering
The roadmap continues! Discoveries that couldn’t be tackled in the prior phase of the projectget tackled now and in the fu...
Broken out and given priorities. This is done in collaboration. Client and vendor.
lunch & learns
WEB TEAMALL TEAMWORKING WITH THE CITY OF SURREY WEB TEAMBUSINESS UNITDOCUMENT FUNCTIONALREQUIREMENTSDOCUMENT CONTENTREQUIR...
WALL TEAMBUSINESS UNITKICK-OFF MEETINGAPPROVE CONTENTREQUIREMENTSGATHER CONTENTREQUIREMENTSCONTENTREQUESTBU MANAGERBU + WE...
WEB TEAMALL TEAMDOCUMENT FUNCTIONALREQUIREMENTSDOCUMENT CONTENTREQUIREMENTSKICK-OFF MEETINGary editorial contentBU + WEB T...
EDITCONTENTDOCCONTENTAPPROVALDRAFTCONTENTBU EDITOR:BU MANAGER:Approve all editorial content1 MONTH BEFORE LAUNCHBU EDITOR:...
CREATE FUNCTIONALREQUIREMENTSEDITCONTENTWT EDITOR:Edit editorial content foradherance to web writing guideand semantic con...
COSUBMIT TOWORKFLOWCONTENT ENTRYAND MIGRATIONBU EDITOR:Migrate all new contentinto OpenText CMS1 WEEK BEFORE LAUNCHBU EDIT...
PUBLISHFINALAPPROVALREVIEW/EDIT/ARCHIVE CONTENT[EVERY 12 MONTHS]REVIEW ANALYTICS[EVERY 6 MONTHS]UNCHWEB TEAM:Compile analy...
CREATE FUNCTIONALREQUIREMENTSEDITCONTENTPUBLISHFINALAPPROVALREVIEW/EDIT/ARCHIVE CONTENT[EVERY 12 MONTHS]REVIEW ANALYTICS[E...
WEB TEAMALL TEAMWORKING WITH THE CITY OF SURREY WEB TEAMBUSINESS UNITDOCUMENT FUNCTIONALREQUIREMENTSDOCUMENT CONTENTREQUIR...
discovery should inspire youNice to have
hellofisher.com/secret.phpshhhhhhh
republicofquality.comyellowpencil.com@hellofisher@alainemack
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
Responsive Discovery: The underpants of a great web project
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Responsive Discovery: The underpants of a great web project

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Responsive design and content can be daunting, especially within big systems. But don’t be afraid! This is your chance to find the humanity in your project: the emotional, political, cultural, and functional issues that make the difference.

Your discovery process can make or break your responsive project. Learn from our great successes—and horrible ideas that didn’t go quite as planned. Practical examples will show you what makes a discovery process work:

Understand how a responsive design process impacts team dynamics and workflow.
Learn how to encourage collaboration across departments and silos.
Find out how a responsive discovery can change a project (and why that’s okay).

Get cozy with your customers, stakeholders, and content authors. We are all allies in the fight to make the web a better place.

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Responsive Discovery: The underpants of a great web project

  1. 1. We love Canada. You should too.
  2. 2. In Canadian airports you run into other content strategist. www.datawithasoul.com
  3. 3. FACT!
  4. 4. http://instagram.com/famanji
  5. 5. Find Steve on twitter @hellofisherSteve is the content nerd-herder and responsive design fanatic at The Republic of Quality. Heleads the charge on the creative end of our projects, coordinating research, strategy, visualand interaction design, and content strategy.CONTACT STEVE604-368-2151 / steve@republicofquality.com
  6. 6. I believe that what I do saves the world (one web project at a time). The UX and ContentStrategy is altruistic. We’re here to make the world a better place.
  7. 7. http://hellofisher.com/fun/haha.gif
  8. 8. republicofquality.comThe Republic of Quality is a user experience design firm. We put people first and findopportunities for organizations to innovate and grow.
  9. 9. I love to run
  10. 10. My family is great. @shannonfisher
  11. 11. I have a dog that looks like a deer. @slonefisher
  12. 12. I have an amazing daughter that is sassy and confident. I love that.
  13. 13. She keeps tabs on me...
  14. 14. yellowpencil.comYellow Pencil has been building accessible web solutions since the Internet was just a baby.They develop and implement content first solutions for complex web projects.
  15. 15. Running is hard and fun!
  16. 16. Alaine Intro
  17. 17. Alaine Intro
  18. 18. Alaine Intro
  19. 19. Alaine Intro
  20. 20. Alaine Intro
  21. 21. Alaine Intro
  22. 22. Going to talk about the process.
  23. 23. Responsive design wont fix your content problem. This talk isnt about just CS, UX, orresponsive design A responsive discovery is about people and what they really need. It isn’tabout media queries. In fact it isn’t different from any kind of discovery...
  24. 24. Early on... how I have grown to see the worldDiscovery is where you find out what you dont knowhttp://confabevents.com/blog/my-opinion-is-fact
  25. 25. Discovery is about finding the why.
  26. 26. Move from the inside out. Extrinsic vs intrinsic motivation.The Golden Circle - http://youtu.be/qp0HIF3SfI4
  27. 27. Brings me to the question of what drives us? Extrinsic vs intrinsic. Is it a motivation 2.0 or 3.0thing?People don’t believe in what you do, they believe in why you do it.These were just some examples. What will your aha! moment be?
  28. 28. At RoQ we focus on a human approach.
  29. 29. vimeo.com/15266890
  30. 30. What = undead
  31. 31. Why = remaining human in the face of it all. The web is about human interactions.
  32. 32. We focus on features and devices but that’s not right.
  33. 33. The web isn’t a bunch of machines. It is a bunch of humans.
  34. 34. We need to remember that each connection on the web is a connection with another human.We are trying to become wholehearted
  35. 35. We talk about process a lot, but it is just a concept. An idealwww.responsiveprocess.com
  36. 36. But that’s not how MS project works
  37. 37. The heroprocess they wantedOften we want all the super powers.
  38. 38. The process they needed■ where we needed to adjust■ page tables■ voice and tone■ writing guidelines■ static design comps■ What we did■ governance■ lunch and learns■ what the web is, what it can do, how to get involved■ Presentations■ Four times■ to who and what happened■ lessons learned
  39. 39. surrey.ca
  40. 40. think about your message
  41. 41. Sometimes we put the right message out there the wrong way. We need to discover what tocommunicate, and how, but also why.
  42. 42. Sometimes we put the right message out there the wrong way. We need to discover what tocommunicate, and how, but also why.
  43. 43. the team
  44. 44. It’s a puppy! She’s cute and will love my family unconditionally!
  45. 45. awwww
  46. 46. She just wants to be with me.
  47. 47. planning for growth
  48. 48. business goals
  49. 49. What they tell you they want
  50. 50. What they actually want
  51. 51. What they end up doing...
  52. 52. The things they are really proud of!
  53. 53. How they interact with their peers
  54. 54. The things they love to do and how they see themselves
  55. 55. Those special moments where the real dog comes out
  56. 56. How we help them
  57. 57. republicofquality.com/working-togetherSilos are for farming,not web designWhat works and what doesn’t. It is about interdisciplinary teams (both vendor and client)coming together. No EGOS, no SILOS, just working together.
  58. 58. Alaine IntroThe things we experience together
  59. 59. work together... weird, eh*?* Canadian content
  60. 60. Sitting together doesn’t always mean working together. Location is nice, but isn’t and can’tbe the whole picture. Talk about remote working (client and rest of team)
  61. 61. When you work together you can experience things together. This also happens online andthrough successes
  62. 62. And through debates.
  63. 63. Location is nice, but isn’t and can’t be the whole picture. Remote working with the team canbe rewarding and enlightening.
  64. 64. This is Steve laughing at something he knows Alaine will be horrified by.
  65. 65. Sure enough. Alaine = horrified. Moment shared and bonding established.
  66. 66. be careful to watch your back :)Also, watch your back. When teams start to bond they also start to have a little more fun.Steve = brony.
  67. 67. The team is everyone. Not just your company
  68. 68. being social is where you have more little discoveries.
  69. 69. Working together with the extended team. The client! The Surrey Firefighters came by topresent Yellow Pencil and Steve with a frame token of their appreciation for the work we haddone. Because Steve was working on-site at the City of Surrey a day a week moments like thiscould happen.
  70. 70. create an environment forunplanned moments of discovery
  71. 71. ux vision & design principles
  72. 72. collaborative sketching
  73. 73. This is done together, not alone in a room.
  74. 74. phone calls!!
  75. 75. Did you know this is also a PHONE!?
  76. 76. audit all the things!
  77. 77. mental models
  78. 78. This is where I live. Manor House
  79. 79. We love it there. Peaceful and close enough to everything.Describe the criteria
  80. 80. Started to notice things at dusk after moving in
  81. 81. A few more...
  82. 82. Umm...
  83. 83. seriously! These are the things you discover when you immerse yourself into the situations
  84. 84. http://bit.ly/11SF16JTypical card sort. People coming in. Whoever is available and interested. Out of context
  85. 85. You have great discoveries like...
  86. 86. What if we went to them?
  87. 87. empathy & experience mapping
  88. 88. Understanding the journey that people take to accomplish things is important
  89. 89. audience profiles
  90. 90. Project AnalysisSurrey: had them alreadyDrupal: opened up feedback to everyone
  91. 91. Personas, audience profilesCreate them based on real people
  92. 92. be willing to adapt yourselfWhat if an entire content strategy project had to change?
  93. 93. I can think of myself as superman. I know everything and can doanything.
  94. 94. Truth is, I’m more Clark Kent than superman. I get surprised
  95. 95. I make assumptions and I’m wrong a lot.
  96. 96. We have to be flexible and look for opportunities. Being wrong justmeans we’ve discovered something new we didn’t know before.
  97. 97. Real discovery happensbetween the planned activities
  98. 98. in-browser wireframesPeople dont understand spreadsheets and abstract content plans – show them the real thing         
  99. 99. Surrey.caShow us where the design and the content breaks. We can then iterate quickly and often.Plus, everyone could test and understand the concepts on THEIR device. So many a-hamoments.
  100. 100. in-browser designs
  101. 101. Surrey.caWe had planned for some static design elements, but found that we didn’t need them. Thiswas due to the relationship and uniqueness of this project. Also, seeing the in-browserdesign comps with real content gave us even deeper insight into how the content wouldwork.
  102. 102. celebrate successes together
  103. 103. don’t stop discovering
  104. 104. The roadmap continues! Discoveries that couldn’t be tackled in the prior phase of the projectget tackled now and in the future!
  105. 105. Broken out and given priorities. This is done in collaboration. Client and vendor.
  106. 106. lunch & learns
  107. 107. WEB TEAMALL TEAMWORKING WITH THE CITY OF SURREY WEB TEAMBUSINESS UNITDOCUMENT FUNCTIONALREQUIREMENTSDOCUMENT CONTENTREQUIREMENTSKICK-OFF MEETINGAPPROVE CONTENTREQUIREMENTSGATHER CONTENTREQUIREMENTSCONTENTREQUESTBU EDITOR:BU MANAGERBU + WEB TEAM:Meet to discuss projectrequirements and timeline.Marketing should be present for campaignsIT should be present for applications2 MONTHS BEFORE LAUNCHWT SPECIALIST:Document all functional andtechnology requirementsSign-off by BU and WTrequiredWT EDITOR:Document all content andeditorial requirementsSign-off by BU and WTrequiredBU EDITOR:Gather initial content andfunctional requirements.Fill out “Starting a web project”questionnaire (forthcoming)BU MANAGERSeeing how the web can transform how business units work together and communicate
  108. 108. WALL TEAMBUSINESS UNITKICK-OFF MEETINGAPPROVE CONTENTREQUIREMENTSGATHER CONTENTREQUIREMENTSCONTENTREQUESTBU MANAGERBU + WEB TEAM:Meet to discuss projectrequirements and timeline.BU EDITOR:Gather initial content andfunctional requirements.Fill out “Starting a web project”questionnaire (forthcoming)BU MANAGER
  109. 109. WEB TEAMALL TEAMDOCUMENT FUNCTIONALREQUIREMENTSDOCUMENT CONTENTREQUIREMENTSKICK-OFF MEETINGary editorial contentBU + WEB TEAM:Meet to discuss projectrequirements and timeline.Marketing should be present for campaignsIT should be present for applications2 MONTHS BEFORE LAUNCHWT SPECIALIST:Document all functional andtechnology requirementsSign-off by BU and WTrequiredWT EDITOR:Document all content andeditorial requirementsSign-off by BU and WTrequiredrthcoming)
  110. 110. EDITCONTENTDOCCONTENTAPPROVALDRAFTCONTENTBU EDITOR:BU MANAGER:Approve all editorial content1 MONTH BEFORE LAUNCHBU EDITOR:Create all necessary editorial content2 MONTHS BEFORE LAUNCH
  111. 111. CREATE FUNCTIONALREQUIREMENTSEDITCONTENTWT EDITOR:Edit editorial content foradherance to web writing guideand semantic content (if neccessary)in parallel:WT SPECIALIST:Build all necessary functionaland technical requirements
  112. 112. COSUBMIT TOWORKFLOWCONTENT ENTRYAND MIGRATIONBU EDITOR:Migrate all new contentinto OpenText CMS1 WEEK BEFORE LAUNCHBU EDITOR:Migrate all new contentinto OpenText CMS
  113. 113. PUBLISHFINALAPPROVALREVIEW/EDIT/ARCHIVE CONTENT[EVERY 12 MONTHS]REVIEW ANALYTICS[EVERY 6 MONTHS]UNCHWEB TEAM:Compile analytics data from past 6 monthsBU + WEB TEAM:Meet with BU to review and recommend next steps –edit or archive contentWEB TEAM:Compile analytics data from past 6 monthsBU + WEB TEAM:Meet to review and recommend changesWT EDITOR OR WT SPECIALISTWT EDITOR + WT SPECIALIST
  114. 114. CREATE FUNCTIONALREQUIREMENTSEDITCONTENTPUBLISHFINALAPPROVALREVIEW/EDIT/ARCHIVE CONTENT[EVERY 12 MONTHS]REVIEW ANALYTICS[EVERY 6 MONTHS]SUBMIT TOWORKFLOWCONTENT ENTRYAND MIGRATIONCONTENTAPPROVALBU EDITOR:Migrate all new contentinto OpenText CMS1 WEEK BEFORE LAUNCHBU EDITOR:Migrate all new contentinto OpenText CMSBU MANAGER:Approve all editorial content1 MONTH BEFORE LAUNCHWEB TEAM:Compile analytics data from past 6 monthsBU + WEB TEAM:Meet with BU to review and recommend next steps –edit or archive contentWEB TEAM:Compile analytics data from past 6 monthsBU + WEB TEAM:Meet to review and recommend changesWT EDITOR OR WT SPECIALISTWT EDITOR + WT SPECIALISTWT EDITOR:Edit editorial content foradherance to web writing guideand semantic content (if neccessary)in parallel:WT SPECIALIST:Build all necessary functionaland technical requirements
  115. 115. WEB TEAMALL TEAMWORKING WITH THE CITY OF SURREY WEB TEAMBUSINESS UNITDOCUMENT FUNCTIONALREQUIREMENTSDOCUMENT CONTENTREQUIREMENTSKICK-OFF MEETINGAPPROVE CONTENTREQUIREMENTSGATHER CONTENTREQUIREMENTSCONTENTREQUESTBU EDITOR:BU MANAGERBU + WEB TEAM:Meet to discuss projectrequirements and timeline.Marketing should be present for campaignsIT should be present for applications2 MONTHS BEFORE LAUNCHWT SPECIALIST:Document all functional andtechnology requirementsSign-off by BU and WTrequiredWT EDITOR:Document all content andeditorial requirementsSign-off by BU and WTrequiredBU EDITOR:Gather initial content andfunctional requirements.Fill out “Starting a web project”questionnaire (forthcoming)BU MANAGER
  116. 116. discovery should inspire youNice to have
  117. 117. hellofisher.com/secret.phpshhhhhhh
  118. 118. republicofquality.comyellowpencil.com@hellofisher@alainemack

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