Developing Information Architecture with Non-Technical Stakeholders
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Developing Information Architecture with Non-Technical Stakeholders

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Presented at the Pacific Northwest Drupal Summit October 15, 2011 in Portland.

Presented at the Pacific Northwest Drupal Summit October 15, 2011 in Portland.

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Developing Information Architecture with Non-Technical Stakeholders Developing Information Architecture with Non-Technical Stakeholders Presentation Transcript

  • Developing Information Architecturewith Non-Technical StakeholdersVanessa Turke (@vcreatrix)Senior Solution Architect at ImageX Media“Information Architecture: The art and science of organizing and labeling web sites,intranets, online communities and software to support usability and findability.” ~ The IA Institute
  • presentation outline★ What is the value of good information architecture?★ Identifying project stakeholders★ Effectively facilitating stakeholder groups★ Where does information architecture begin?★ What is the process for developing IA for Drupal?★ How do you know when you’re done?
  • information architecture components 1. Organization systems - How we categorize information 2. Labeling systems - How we represent information 3. Navigation systems - How we move through information 4. Searching systems - How we search information Peter Morville, Louis Rosenfeld. Information Architecture for the World Wide Web OReilly, 2006
  • IA process overview ★ Identify the project needs ★ Conduct research ★ Review content life cycle ★ Document user experience ★ Organize, classify & label ★ Create information and access model ★ Design navigation system ★ Create wireframes
  • who are project stakeholders
  • identifying stakeholders
  • potential stakeholders ★ Marketing & Sales ★ Content Strategist ★ HR People ★ Faculty / Educational Consultants ★ Board Members / Executive Director ★ Project Managers / IT Team ★ Copywriter / Editor ★ Remote Team ★ In House Designer ★ Outside Vendors ★ Volunteers ★ Customers / Focus Group
  • effectively facilitating stakeholder groups ★ Agree on what the project is about on a high level ★ Take an evidence based approach ★ Outline the value of content management ★ Work with actual users ★ Work with actual content ★ Discuss the entire content life cycle (7 ‘C’s) ★ Review access and workflow from every angle ★ Look at the requirements through different lenses
  • first agree on the purpose of the project
  • background and high-level analysis ★ Type of Organization ★ Type of Website ★ Type of Audience Carolyn Chandler & Unger, Russ. Project Guide to UX Design, A: For user experience designers in the field or in the making: New Riders, the Voices That Matter series, 2009
  • organization type ★ Company, Non-profit, etc. ★ Philosophy ★ Process ★ Role of website in their organization Carolyn Chandler & Unger, Russ. Project Guide to UX Design, A: For user experience designers in the field or in the making: New Riders, the Voices That Matter series, 2009
  • website type 1. Brand Presence 2. Marketing Campaign 3. Content Source 4. Task-based application 5. E-Commerce (combines 1-4) 6. E-Learning (combines 3 & 4) 7. Social Network (can combine 1,2,3 & 4) Carolyn Chandler & Unger, Russ. Project Guide to UX Design, A: For user experience designers in the field or in the making: New Riders, the Voices That Matter series, 2009
  • primary audience ★ Customers/Clients ★ Organizational Members ★ Employees/Staff ★ ???
  • conducting research
  • research★ Research Meetings★ Stakeholder Interviews★ Content Analysis★ Content Mapping★ Competitive Research and Benchmarking★ Heuristic Evaluation★ Usage Statistics★ User Surveys★ Usability Testing★ Card Sorting http://www.jojest.com/process
  • stakeholder meetings and interviews★ Sales & Marketing Team - branding, direction★ Strategy Team - mission, vision, audience★ Subject Matter Experts - data modeling, metadata★ Content Creators - publishing workflow, content life cycle★ Content Management Team - web policy, standards & governance★ IT Team - infrastructure, integrations, technological constraints
  • information gathering tools ★ Spreadsheet ★ PowerPoint ★ Websort / Optimalsort ★ Naview ★ Usertesting.com ★ Usabilityhub ★ Google Analytics ★ Usabilla ★ SilverBack ★ IntuitionHQ ★ Custom tool
  • consulting analytics http://www.alistapart.com/articles/taking-the-guesswork-out-of-design/
  • a content audit
  • usability audit http://www.userfocus.co.uk/articles/heuristics.html
  • documenting the user experience
  • high level questions1. What is the business goal of the website?2.What is the mission critical task for a user to complete? http://www.slideshare.net/rhanna/preparing-for-successful-content-management
  • user goal: information★ Browsing, comparing, comprehending:★ Maps★ News readers★ Dashboards★ Media players★ Online stores http://insidetech.monster.com/training/articles/7760-how-to-create-a-rich-internet-application-screen-design
  • user goal: process★ Providing information in a structured manner:★ Product configuration★ Tool setup, or installation★ Signup & Registration★ Store checkout★ Booking resources http://insidetech.monster.com/training/articles/7760-how-to-create-a-rich-internet-application-screen-design
  • user goal: creation★ Create new content or modify existing content:★ Publishing new content★ Revising / editing content★ Formatting / styling★ Submitting content for moderation http://insidetech.monster.com/training/articles/7760-how-to-create-a-rich-internet-application-screen-design
  • leading stakeholder conversations★ “Walk me through the current process of...”★ “Would you imagine that it would work this way...”★ “So ideally you would see this piece working like this..?”★ “I am hearing that the most important piece of this is...”★ “Would you see an immediate need for [feature XYZ], or can this wait until phase two?”
  • as a [type of user] I want to [goal] so that I can [reason].
  • writing user storieshttp://blog.mountaingoatsoftware.com/advantages-of-the-as-a-user-i-want-user-story-template
  • reviewing the content life cycle
  • the 7 ‘C’s of content management
  • the 7 ‘C’s of content management1. Conception
  • the 7 ‘C’s of content management1. Conception2. Creation
  • the 7 ‘C’s of content management1. Conception2. Creation3. Categorization
  • the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation
  • the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation5. Changes
  • the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation5. Changes6. Community
  • the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation5. Changes6. Community7. Consumption
  • organize, classify & label
  • organizing, classifying & labeling★ Identify content types★ Identify attributes & values★ Identify relationships★ Identify terms & vocabulary http://www.agiledata.org/essays/dataModeling101.html
  • when labeling, eschew obfuscation!★ Research industry terms★ Highlight every industry term, phrase, or buzzword★ Ask repeated ‘why’ questions regarding terms and concepts★ Ask random people what they mean★ Come up with answers a 10-year old would understand http://www.grokdotcom.com/2009/08/07/im-not-an-idiot-but-i-play-one-on-online-and-so-should-you/
  • varied search titles by user★ Human Resources Manager, “HR Form V3051”★ Team Manager, “Leave Application”★ Staff Member, “going on vacation” or “holiday request” http://www.zefamedia.com/websites/card-sorting-doesnt-cut-the-custard/
  • example of inconsistent site-wide labels for “locations” ★ Branch ★ Store ★ Location ★ Bureaux ★ Airport locations ★ Airport branches ★ Retail locations ★ City Locations ★ Boutique storefront locations
  • designing the navigation and information model
  • cardsorting★ Do the users want to see the information grouped by subject, process, business group, or information type?★ How similar are the needs of the different user groups?★ How different are their needs?★ How many potential main categories are there? (typically relates to navigation)★ What should those groups be called? http://www.boxesandarrows.com/view/card_sorting_a_definitive_guide
  • sitemap
  • navigation stress test★ What is this page about?★ What site is this?★ What are the major sections of this site?★ What major section is this page in?★ What is "up" 1 level from here?★ How do I get to the home page of this site?★ How do I get to the top of this section of the site?★ What does each group of links represent? http://instone.org/navstress
  • content types
  • title Author Date Body text Body text Body text Body text Body text Body text Body text Body text Image Body text Body text Body text Body text Body text Body Attachment (PDF 131 MB) Resource Link
  • user roles
  • understanding search approach ★ Known-item ★ Exploratory ★ Don’t know what you need to know ★ Re-finding http://www.boxesandarrows.com/view/four_modes_of_seeking_information_and_how_to_design_for_them
  • multiple pathways example: “vegan chocolate cake”★ By ingredient (e.g. “chocolate”)★ By dietary consideration (“vegan”)★ By category (e.g. “desserts”)★ By searching (e.g. “vegan cakes”)
  • keyword search issues example: “DRESSING”
  • pattern libraries, mockups and/or proof of concept
  • creating wireframes
  • create attention map to prioritize page elements http://webdesignfromscratch.com/web-design/attention-map.php http://www.alistapart.com/articles/taking-the-guesswork-out-of-design/
  • sketching out initial layout http://37signals.com/svn/posts/466-sketching-with-a-sharpie
  • IA deliverables ★ Content Audit ★ Data modeling: content types, relationships and taxonomy ★ Access Matrix ★ Sitemap / navigation system ★ Publishing workflow & conversion workflow ★ User Stories ★ Wireframes
  • common stumbling blocks ★ Conflicting vocabularies ★ Inexperience with CMS (still thinking in terms of pages) ★ Steep learning curve ★ Organizational shift (from submitting copy to a webmaster to editing and publishing own content) ★ Unfinished site content (BIG RED FLAG!)
  • symptoms of an unproductive committee ★ Unable to come to decisions ★ Revisiting the decisions multiple times ★ Changes in communication pattern ★ Excessive rabbit hole or spinoff discussions ★ Excessive time between meetings ★ Undermining committee member behavior ★ Private communications
  • causes of an unproductive committee ★ Lack of a clearly stated objective ★ Lack of milestone based deadline ★ No process roadmap ★ Suggestions based on individual preferences ★ Absence of leader or final decision maker ★ Disorganized feedback process ★ Diffused resources and priorities ★ Personal or political agendas ★ Policy Roadblocks
  • staying focused★ Schedule regular web meetings and stick to the schedule★ Provide regular status updates★ Provide opportunities for brainstorming★ Version control of project documentation★ Task delegation: Recognize each one’s strengths and work autonomously http://sixrevisions.com/project-management/how-to-make-remote-team-collaboration-work/
  • stakeholder communications structure
  • thank you!Vanessa Turkehttp://imagexmedia.com/vanessaPresentation Resources:http://www.vanessaturke.net/ia-ux