Deliverables that Clarify, Focus, and Improve Design
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Deliverables that Clarify, Focus, and Improve Design

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A talk given at the 2002 Annual Conference of the Usability Professionals' Association...

A talk given at the 2002 Annual Conference of the Usability Professionals' Association

Authors: Richard Fulcher, Bryce Glass, Matt Leacock

"The representations we choose for UI design affect both how we think about the design and how others understand it. Concept maps, wireframes, storyboards, and flow-maps speak to different audiences at different stages of the development cycle. This presentation provides examples of these documents and a toolkit for producing them."

source, examples and resources can be found at: http://leacock.com/deliverables/

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  • We’ll divide the discussion between Matt, Bryce, and myself … but these are all deliverables which each of use and find value in
  • Wireframes were a simple way to display 3D objects on 2D surface
  • Divides window into segments Shows controls very simply … consider scrollbar and buttons
  • Divides window into segments Shows controls very simply … consider scrollbar and buttons Even the more detailed but (the emoticon drop down) represents a multitude of functions (font, font size, style, color, etc)
  • This is for the message boards application
  • This is the same view as shown in previous sketch
  • The top slide simply divides window into broad areas, and groups together the user questions that would be addressed in each area
  • What happens; how it happens; where it happens Used as advance sell before money for production is approved (eg commercials)
  • Film director analogy: storyboards are used to show how key shots in a sequence relate to each other to form a whole experience
  • Multiple segments can be far more flexible Mantaining a monolithic story is difficult
  • But remember… these details are not the primary purpose of the map. Make them discrete and develop a sustainable method for adding them and maintaining them.
  • But remember… these details are not the primary purpose of the map. Make them discrete and develop a sustainable method for adding them and maintaining them.
  • But remember… these details are not the primary purpose of the map. Make them discrete and develop a sustainable method for adding them and maintaining them.

Deliverables that Clarify, Focus, and Improve Design Deliverables that Clarify, Focus, and Improve Design Presentation Transcript

  • Deliverables that Clarify, Focus, and Improve Design
    • Rich Fulcher, Bryce Glass, Matt Leacock, AOL
    • Design Skills and Methods
    • Beginner/Intermediate
    • We will discuss the benefits of using concept maps, wireframes, storyboards, and flow maps, and tips on how to produce each.
  • Deliverables that Clarify, Focus, and Improve Design
    • Overview:
    • Introduction
    • Concept Maps
    • Wireframes and Storyboards
    • Flow Maps
    • Conclusion
    • Please don’t hold questions for the end—ask anytime during the presentation.
  • What Do We Mean by “Deliverables?”
    • (Good) design is a participatory process, relying on cooperation and communication between:
      • Designers (UI, visual, information architects)
      • Engineers (managers, front-end, back-end)
      • Product managers
      • Business owners
      • Project managers
    • Deliverables are the documents that communicate the state of the design to fellow team members
  • And do we really believe “Clarify, Focus, and Improve Design?”
    • Yes!
    • Deliverables aid in communicating a product vision
      • Are valuable for soliciting stakeholder feedback
      • Makes whole team more accountable for design direction
    • Deliverables help give design a greater voice in product development
      • Being accountable for producing and sticking to deliverables make UI a full peer in development process
      • Presents an opportunity to introduce user-centered design methodologies, and more opportunities to make sure findings of user research are not “lost in the shuffle”
  • The Deliverables We’ll Talk About Today
    • Concept Maps
      • Early, high-level explorations of the ‘space’ the product will live in
    • Wireframes
      • Rough functional descriptions of specific user views
    • Storyboards
      • Compelling narratives that walk idealized “users” through sample tasks
    • Flow Maps
      • Complete blueprints of the views, logic, and pathways through an application
  • Things We Won’t (directly) Be Talking About Today
    • A specific user-centered design process
    • Some other well-known deliverables:
      • User Personae
      • Use Cases
      • Prototypes (etc)
    • Software tools for producing these deliverables
  • Humanized Design for Human Teammates
    • The conference theme:
      • “ If technology is to improve the human experience, it needs to respect human expectations, tendencies, and dignity”
    • How we approach the design of deliverables:
      • Documents are only truly successful if they provide value to at least some subset of team
      • We need to understand the needs and expectations of our teammates, and design accordingly
    • Much of this talk will focus on the benefits of deliverables for our audience
  • Concept Maps Matt Leacock
  • Concept Maps
    • High-level maps
    • Represent a set of meaningful relationships between a collection of concepts
    • Covered in detail in Novak and Gowin’s Learning How to Learn (1985)
  • Anatomy of a Concept Map
  • Anatomy of a Concept Map
  • Anatomy of a Concept Map
  • Benefits for the Designer
    • The process of drawing the map:
      • Helps designer understand the domain
      • Is a creative process – new discoveries are made as the map is drawn
      • Helps establish credibility with the team
    • The map itself:
      • Offers the first chance to interject the user as a guiding concept for the product
  • How to Make a Concept Map
    • Identify the Main Concept
    • List Related Concepts
    • Draw a Rough Map
    • Interview Team Members and Domain Experts
    • Identify Synonyms and Instances
    • Redraw, Redraw, Redraw
    • Get Feedback from Team
    • (Repeat 4-7)
  • Identify the Main Concept How To Make a Concept Map, Step 1 of 7
    • Identify the main concept
      • Keeps the map focused
    • Define the main concept
      • Leads to many related concepts
  • List Related Concepts How To Make a Concept Map, Step 2 of 7
    • Jot down the concepts that come to mind first
    • Don’t worry about:
      • Organizing the words
      • How important the concepts are
      • How complete the list is
    • Example for “Solar System”:
    Solar System Star Planets Sun Space Earth Moon Comets
  • Draw a Rough Map How To Make a Concept Map, Step 3 of 7
    • Don’t worry about drawing it perfectly
    • Start with a large sheet of paper
    • Add in linking words after you draw the links
  • Interview Others How To Make a Concept Map, Step 4 of 7
    • Show your sketch to team members and domain experts and ask them for additional concepts
    • Generate a long list of concepts
    • Example for “Solar System”:
    Solar System Galaxy Star Moon Satellites Sun Void Space Planets Earth Jupiter Saturn Uranus Neptune Mercury Venus Mars Pluto Comets Milky Way Meteoroids Interplanetary Medium Energy Interplanetary Dust Interplanetary Gas Plasma Solar Wind Comets
  • Identify Synonyms and Instances How To Make a Concept Map, Step 5 of 7
    • Combine synonyms into one concept
    • List instances next to their parent concept
    • Examples:
    Synonym Elimination Void, Vacuum, Space (Use “Space” for all three concepts) Instance Clustering Mars, Earth, Mercury, Jupiter (List next to Planets) Andromeda, Milky Way (List next to Galaxy)
  • Redraw, Redraw, Redraw How To Make a Concept Map, Step 6 of 7
    • Each time you redraw the map, you’ll discover new connections
    • The map is never done
  • The Same Map, Redrawn How To Make a Concept Map, Step 6 of 7 (cont.) The maps are malleable and can be redrawn to highlight specific concepts or relationships.
  • Get Feedback from Team How To Make a Concept Map, Step 7 of 7
    • Check for understanding
    • Validate relationships between concepts
    • Check for completeness
    • In the process, you’re building an agreement over what the concepts are and how they relate to each other.
  • Discover More with Matrices How To Make a Concept Map
    • Create a matrix of the concepts
    • Look for intersections of interest
    • Add these as new links on your map
  • Look for an Organizing Principle How To Make a Concept Map
    • Examples:
      • Choose a dominant proposition
      • Use a hierarchy
      • Use overlapping propositions
    • Use scale to aid reading order
      • Larger concepts more important
      • Use progressive builds or separate maps to gradually show additional complexity
  • Benefits for the Audience Concept Maps
    • Defines a common vocabulary
      • Quickly aggregates strands of team knowledge
      • Becomes the lingua franca for cross-discipline meetings and communication
    • Takes group knowledge out of minds and puts it on paper
      • Brings new members up to speed quickly
      • Reduces impact of departing team members
    • Can encapsulate business or technology models as well as user-centered models
  • Sample Map: Internet Search
    • Done for Netscape in 1999
    • Search was a new business for Netscape
    • Had little domain knowledge and new to team
  • Sketches Sample Map: Internet Search
  • Complete Map Sample Map: Internet Search
  • Complete Map Sample Map: Internet Search
    • Source: http://www.oilzine.com
  • Basic Map Sample Map: Internet Search
  • Complete Map Sample Map: Internet Search
  • Wireframes and Storyboards Rich Fulcher
  • Wireframes
    • Appeared in the early 1960s as part of early Computer-Aided Design systems
    • Represent complex objects through simple primitives (lines and points) in order to make it quick to render and easy to manipulate
    • Source: www. tnt . uni - hannover .de/org
  • Wireframes in UI Design
    • A wireframe is a rough layout of a specific user view
      • Skeletal view
        • Shows contents as outlines or simple primitives
        • Not concerned with branding or visual design
      • Shows organization of information and controls
        • Positioning
        • Clustering
        • Ordering
        • Hierarchy
  • Sample Wireframe
  • Sample Wireframe
  • Benefits for the Audience - Wireframes
    • Business owners and product managers:
      • Show “vision” for product
      • Facilitate organizational buy-in process
    • Visual Designers:
      • Skeleton for visual exploration
    • Engineers and technical writers:
      • Guide work estimates
  • Benefits for the Designer - Wireframes
    • As first output of design which “feels like” a UI, wireframes generate stakeholder conversation
      • Correct invalid assumptions
      • Check if key tasks and business objectives are supported
    • Compared to mockups, wireframes are faster to produce and can be iterated more rapidly
    • Wireframes can be used to compare multiple design solutions cheaply and quickly
    • Wireframes can be used in lo-fi usability testing early in development cycle
      • Test as paper or lightweight prototype (clickable image maps)
  • Working with Wireframes
    • Pen and paper are fine initially
  • Working with Wireframes
    • Vector-based drawing packages can create flexible wireframes quickly
  • Working with Wireframes
    • Iterate frequently
    • Make use of flexibility of fidelity
      • Start simple
      • Increase fidelity as you iterate
  • Storyboards
    • In film and TV, storyboards are used to plan key shots in a sequence - a visual script
    • They demonstrate how the shots relate to each other to form a whole experience
    • Source: Josh Sheppard, www.thestoryboardartist.com
  • Storyboards in UI Design
    • A storyboard uses a sequence of wireframes following a particular scenario to illustrate a sample series of interactions.
    • Highlights the key interactions that correspond to a user’s experience of a particular task.
    • Focused on a target user, not an “everyuser”
  • Sample Storyboard Frame
  • Benefits for the Audience - Storyboards
    • Business owners and product managers:
      • Storyboards speak to the “feel” of the product
      • Convey a larger sense of user experience
    • Executives:
      • Storyboards tell story of a legitimate user task
    • External stakeholders, new team members:
      • Storyboards can be an introduction to the product
  • Benefits for the Designer - Storyboards
    • Do a better job than wireframes of focusing stakeholder feedback on tasks and behaviors
    • Facilitate “walking through” design when stakeholders are remote (ie conference calls)
  • Working with Storyboards
    • Choose representative and compelling scenarios
      • Do focus on new views / interactions
      • Don’t focus on familiar behaviors (logging in, etc)
    • Don’t create a single comprehensive storyboard
      • Create multiple story segments
      • Each segment depicts a distinct user task
      • Show clear entry and completion steps
  • Working with Storyboards
    • Don’t rely on a storyboard to speak for itself
      • Annotate storyboards with context
        • Film storyboards are often shown in context with script, which includes dialog and stage directions
      • Develop a lightweight user persona (the actor)
      • Include user motivations
    • Use an appropriate level of detail
      • You don’t have to show every mouse click or string of text entered
  • Flow Maps Bryce Glass
  • Flow Maps
    • A flow map is the comprehensive, canonical representation of a product’s scope, features and functionality.
      • Shows all screens
        • In multiple states
        • With edge cases
      • Shows relationships between screens
        • Gives insight into application logic
        • But it’s not specifically an engineering diagram
  • Sample Flow Map
  • Benefits for the Audience
    • Business owners and product managers:
      • flow map shows the product in its entirety, aids in understanding of technical & design issues
    • Engineers and technical writers:
      • flow map shows scope and complexity of product
      • Provide ‘checksheet’ for tracking job completion, and an index for tracking assets.
    • Quality Assurance:
      • QA/QE uses map to build test plans
  • Flow Map as a Gathering Place
  • Flow Map as a Gathering Place
  • Flow Map as a Gathering Place
  • Flow Map as a Gathering Place
  • Benefits for the Designer
      • Grand Overview
        • Provides a holistic, at-a-glance overview of the scope and ‘texture’ of a product
          • Read it like a topographical map - use the ‘peaks’ and ‘valleys’ to gauge your level of effort.
        • Helps establish ownership of the user experience for a product.
          • Map becomes the de facto tool for settling issues, answering questions
          • Complements PRD, but adds some dimensions that are missing from that document.
  • Benefits for the Designer (Cont.)
      • Shows Interrelationships between application functions and screens
        • On a scale larger than that of Storyboards
        • To a degree greater than that of Block Diagrams
      • Helps designer to visualize the complete solution that they’re providing
        • Suggests alternative design solutions
        • Identifies higher-order design patterns
  • Benefits for the Designer (Cont.)
      • Use the map to combat feature creep
        • Ask ‘feature contributors’ to ‘place’ their suggestions in the larger context of the overall product.
        • Points out larger repercussions
        • Gives a sense of level of effort
  • Working with flow maps
    • Pencil and paper are a valuable first step
      • Think about large functional areas and allot enough space for all major features (plan on creep)
      • You will quickly leave pencil & paper behind
    • Move to a vector illustration program.
      • For ease of maintenance: Visio, OmniGraffle
      • For control and scalability: Illustrator, Freehand, or a page layout program
  • Strategy: Progressive Cognition
    • Scannable at a glance…
      • The executive-level view
    • Readable with some attention…
      • Most team conversations take place at this level
    • Deeper, rich understandings can be layered in.
  • Scannable at a Glance
    • Use discrete color coding to separate functional areas, improve the readability of the map.
  • Readable, with some attention
    • Practice good basic information design to ensure that the readers’ attention is not lost.
      • Tasteful color-coding
      • Be diligent about aligning elements & leaving whitespace
        • Easier to read
        • Leaves room for scribbled notes, team comments, etc.
      • Keep screens at a size that is human-readable at full-scale.
  • Readable, with some attention (Cont.)
    • Identify higher-order patterns and refer to them in object-oriented visual hierarchies
    • Give intelligible and unique names to all screens
    • Give unique numbers to all screens
    • Try a grid system!
  • Readable, with some attention (Cont.)
    • Develop a standard visual language
  • Readable, with some attention (Cont.)
    • Maintain a sense of narrative. Tell a consistent story with your screens.
      • Example: Create a Group, the Johnson Clan.
      • Leverage the work done at the storyboarding stage
      • Arbitrary name/data changes are confusing and will harm the maps effectiveness.
  • Layer in deeper understanding
    • Add value to the map by making it more useful for team members.
    • Don’t do this at the expense of clarity, readability or your own valuable time.
  • Layer in deeper understanding
    • Include engineering details
      • State information, or data passed from screen to screen
      • Page URLs, if these can be known in advance (or suggestions, if they can’t be.)
    • Include infrastructure details
      • Integration points with other products.
      • Pass-off points to Partner sites, etc.
    • Sidebars focused on specific elements or topics
      • Eg. Behavior of Navigation widget
  • If you’re succesful…
    • Everyone will want one. (This is good and bad.)
    • Maintenance will become an issue.
    • Be cognizant of the proper place for flow maps in the design and development process. (Don’t jump in too early.)
    • Buy more paper and ink!
  • Conclusion
    • The common thread: facilitating team communication
    • Different representations focus the conversation on different issues at different stages of development
    • We’ve focused on four types of deliverables, but there are many others
    • Strength comes from inter-relations of deliverables
      • Work done at one stage is re-used and refined in later ones
      • These inter-relations are not strictly linear
  • Key Relationships Between Deliverables
  • More Information
    • Packet
    • www.leacock.com/deliverables
      • This presentation
      • PDF kits for:
        • Concept Maps
        • Wireframes
        • Storyboards
        • Block Diagrams
        • Flow Maps
  • Deliverables that Clarify, Focus, and Improve Design
    • Rich Fulcher, Bryce Glass, Matt Leacock, AOL
    • Design Skills and Methods
    • Beginner/Intermediate
    • We will discuss the benefits of using concept maps, wireframes, storyboards, and flow maps, and tips on how to produce each.