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Improving WordPress  Themes & Plugins Support Documentation  By Gloria Antonelli
About.me Fine artist Started web dev in mid 90’s Crazy about learning new technology Learn from the best Love to teach what I learn Go to a lot of conferences Shy online but not in person I consult, train and sometimes write.  http://2011.chicago.wordcamp.org/2011/07/23/interview-with-gloria-antonelli/
Support documents  & learning channels arekey for great User Experience.
The Problem Too many frustrated users are searching for answers on how to use your products. examples: All in one SEO & Thematic
It’s been the Wild West in WP development land. Are we ready to settle down with some standards in support document creation?
WP Gold Standard three d’s the development design documentation Create standards without  stifling innovation and creativity.
Questions to ask yourself. What is your business model? Business goals? Full-time venture? Who are your target users? What is your development philosophy? Why are you making themes & plugins? Once you know tell your users!
the team :  many hats, jobs & skills CODE   DESIGN   UI   UX   IA  SEO The holy trinity UX IA Dev
Are you wearing all the hats?
For users to easily find information to configure, modify & use your products. EXPECTATIONS
The Long Tail of Users Head experienced users Long Tail new & non tech users Unlimited niche users with various skill sets
The Learning Curve Difficult Head experienced users Easy Long Tail new & non tech users Unlimited niche users with various skill sets
The Learning Curve Difficult Head experienced users Easy Long Tail new & non tech users limited Unlimited niche users with various skill sets
The Learning Curve Difficult Are you addressing the needs of this market segment? Easy [new & non tech users]
Target Users Skill Set** **an estimate of skill sets  *refers to all JavaScript libraries
“please care about your end users” Gary Vaynerchuk FOWA Vegas 2011
WP Learning Curve html Multiple learning layers WordPress UI  Theme Functionality  Theme Options  Theme Widgets  Many Plugins css php
WP Learning Curve Advanced learning layers html WordPress UI  Theme Functionality  Theme Options  Theme Widgets  Many Plugins css php
Users Process Decide to use WordPress Plugin Selection Set up Theme Modify Theme Theme Selection > > > > repeat as needed read docs search web view videos view tutorials search web read reviews select & hope for the best  read docs search web view videos view tutorials search web read reviews read docs search web
Theme Support, Option Page UI, & Plugins everyone is  different Don’t know what to expect until you buy in. are you making  users  crazy?
Move from Dev Centric  to User Centric Is there a clear learning path           for all users?
Create a [UX-Centric] Process ,[object Object],[object Object]
Brainstorm ideas/solutions to ease pain points.,[object Object]
 Brainstorm ideas/solutions to ease pain points.
Collect data from users in each target segment.,[object Object]
 Brainstorm ideas/solutions to ease pain points.
 Collect data from users in each target segment.
Develop a prototype of learning channels.,[object Object]
 Brainstorm ideas/solutions to ease pain points.
 Collect data from users in each target segment.
 Develop a prototype of learning channels.
Create a foundation for the learning center.,[object Object]
 Brainstorm ideas/solutions to ease pain points.
 Collect data from users in each target segment.
 Develop a prototype of learning channels.
 Create a foundation for the learning center.
Write content, create videos, and tutorials.,[object Object]
 Brainstorm ideas/solutions to ease pain points.
 Collect data from users in each target segment.
 Develop a prototype of learning channels.
 Create a foundation for the learning center.
 Write content, create videos, and tutorials.
Conduct usability testing as you go along.,[object Object]
User Pain Points ,[object Object]
 Understanding features in different themes.
 Unfamiliar with terms & finding info.
 Different naming conventions.
 Next iterations of WP core.
 No theme support evaluation system.,[object Object]
Don’t start with just a forum! Users need more step by step:
Don’t start with just a forum! Users need more step by step: “get started” instructions – install  & configure
Don’t start with just a forum! Users need more step by step: “get started” instructions – install  & configure   guides for troubleshooting, option page, features,        modifying the theme Forums have a  place but best to  give answers  before they are asked.
Don’t start with just a forum! Users need more step by step: “get started” instructions – install  & configure   guides for troubleshooting, option page, features,        modifying the theme     advance code & developers guide
Don’t start with just a forum! Users need more step by step: “get started” instructions – install  & configure   guides for troubleshooting, option page, features,        modifying the theme     advance code & developers guide      videos, tutorials and faq
Don’t start with just a forum! Users need more step by step: “get started” instructions – install  & configure   guides for troubleshooting, option page, features,        modifying the theme     advance code & developers guide      videos, tutorials and faq        links to external  resources
Don’t start with just a forum! Users need more step by step: get started instructions – install  & configure   guides for troubleshooting, option page, features,        modifying the theme     advance code & developers guide      videos, tutorials and faq        links to external  resources Forums have a  place but best to  give answers  before they are asked.
Create Multiple Channels Guides Forum Videos Tutorials
Documentation Tips Information Architecture Findability Visual Presentation Instructional Creation Concept Map Model Best Practices
Information Architecture is the categorization of information into a coherent structure.
Information Architecture Arrange in order of importance
Information Architecture Arrange in order of importance  Arrange in order of skill level
Information Architecture Arrange in order of importance  Arrange in order of skill level Clear calls of action (Start Here)
Information Architecture Arrange in order of importance  Arrange in order of skill level Clear calls of action (Start Here) Clear navigation
Information Architecture Arrange in order of importance  Arrange in order of skill level Clear calls of action (Start Here) Clear navigation Use descriptive headlines
Information Architecture Arrange in order of importance  Arrange in order of skill level Clear calls of action (Start Here) Clear navigation Use descriptive headlines UI consistency for ease of use

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Improving WordPress Themes & Plugins Support Documentation

  • 1. Improving WordPress Themes & Plugins Support Documentation By Gloria Antonelli
  • 2. About.me Fine artist Started web dev in mid 90’s Crazy about learning new technology Learn from the best Love to teach what I learn Go to a lot of conferences Shy online but not in person I consult, train and sometimes write. http://2011.chicago.wordcamp.org/2011/07/23/interview-with-gloria-antonelli/
  • 3. Support documents & learning channels arekey for great User Experience.
  • 4. The Problem Too many frustrated users are searching for answers on how to use your products. examples: All in one SEO & Thematic
  • 5. It’s been the Wild West in WP development land. Are we ready to settle down with some standards in support document creation?
  • 6. WP Gold Standard three d’s the development design documentation Create standards without stifling innovation and creativity.
  • 7. Questions to ask yourself. What is your business model? Business goals? Full-time venture? Who are your target users? What is your development philosophy? Why are you making themes & plugins? Once you know tell your users!
  • 8. the team : many hats, jobs & skills CODE DESIGN UI UX IA SEO The holy trinity UX IA Dev
  • 9. Are you wearing all the hats?
  • 10. For users to easily find information to configure, modify & use your products. EXPECTATIONS
  • 11. The Long Tail of Users Head experienced users Long Tail new & non tech users Unlimited niche users with various skill sets
  • 12. The Learning Curve Difficult Head experienced users Easy Long Tail new & non tech users Unlimited niche users with various skill sets
  • 13. The Learning Curve Difficult Head experienced users Easy Long Tail new & non tech users limited Unlimited niche users with various skill sets
  • 14. The Learning Curve Difficult Are you addressing the needs of this market segment? Easy [new & non tech users]
  • 15. Target Users Skill Set** **an estimate of skill sets *refers to all JavaScript libraries
  • 16. “please care about your end users” Gary Vaynerchuk FOWA Vegas 2011
  • 17. WP Learning Curve html Multiple learning layers WordPress UI Theme Functionality Theme Options Theme Widgets Many Plugins css php
  • 18. WP Learning Curve Advanced learning layers html WordPress UI Theme Functionality Theme Options Theme Widgets Many Plugins css php
  • 19. Users Process Decide to use WordPress Plugin Selection Set up Theme Modify Theme Theme Selection > > > > repeat as needed read docs search web view videos view tutorials search web read reviews select & hope for the best read docs search web view videos view tutorials search web read reviews read docs search web
  • 20. Theme Support, Option Page UI, & Plugins everyone is different Don’t know what to expect until you buy in. are you making users crazy?
  • 21. Move from Dev Centric to User Centric Is there a clear learning path for all users?
  • 22.
  • 23.
  • 24. Brainstorm ideas/solutions to ease pain points.
  • 25.
  • 26. Brainstorm ideas/solutions to ease pain points.
  • 27. Collect data from users in each target segment.
  • 28.
  • 29. Brainstorm ideas/solutions to ease pain points.
  • 30. Collect data from users in each target segment.
  • 31. Develop a prototype of learning channels.
  • 32.
  • 33. Brainstorm ideas/solutions to ease pain points.
  • 34. Collect data from users in each target segment.
  • 35. Develop a prototype of learning channels.
  • 36. Create a foundation for the learning center.
  • 37.
  • 38. Brainstorm ideas/solutions to ease pain points.
  • 39. Collect data from users in each target segment.
  • 40. Develop a prototype of learning channels.
  • 41. Create a foundation for the learning center.
  • 42. Write content, create videos, and tutorials.
  • 43.
  • 44.
  • 45. Understanding features in different themes.
  • 46. Unfamiliar with terms & finding info.
  • 47. Different naming conventions.
  • 48. Next iterations of WP core.
  • 49.
  • 50. Don’t start with just a forum! Users need more step by step:
  • 51. Don’t start with just a forum! Users need more step by step: “get started” instructions – install & configure
  • 52. Don’t start with just a forum! Users need more step by step: “get started” instructions – install & configure guides for troubleshooting, option page, features, modifying the theme Forums have a place but best to give answers before they are asked.
  • 53. Don’t start with just a forum! Users need more step by step: “get started” instructions – install & configure guides for troubleshooting, option page, features, modifying the theme advance code & developers guide
  • 54. Don’t start with just a forum! Users need more step by step: “get started” instructions – install & configure guides for troubleshooting, option page, features, modifying the theme advance code & developers guide videos, tutorials and faq
  • 55. Don’t start with just a forum! Users need more step by step: “get started” instructions – install & configure guides for troubleshooting, option page, features, modifying the theme advance code & developers guide videos, tutorials and faq links to external resources
  • 56. Don’t start with just a forum! Users need more step by step: get started instructions – install & configure guides for troubleshooting, option page, features, modifying the theme advance code & developers guide videos, tutorials and faq links to external resources Forums have a place but best to give answers before they are asked.
  • 57. Create Multiple Channels Guides Forum Videos Tutorials
  • 58. Documentation Tips Information Architecture Findability Visual Presentation Instructional Creation Concept Map Model Best Practices
  • 59. Information Architecture is the categorization of information into a coherent structure.
  • 60. Information Architecture Arrange in order of importance
  • 61. Information Architecture Arrange in order of importance Arrange in order of skill level
  • 62. Information Architecture Arrange in order of importance Arrange in order of skill level Clear calls of action (Start Here)
  • 63. Information Architecture Arrange in order of importance Arrange in order of skill level Clear calls of action (Start Here) Clear navigation
  • 64. Information Architecture Arrange in order of importance Arrange in order of skill level Clear calls of action (Start Here) Clear navigation Use descriptive headlines
  • 65. Information Architecture Arrange in order of importance Arrange in order of skill level Clear calls of action (Start Here) Clear navigation Use descriptive headlines UI consistency for ease of use
  • 66. Information Architecture Arrange in order of importance Arrange in order of skill level Clear calls of action (Start Here) Clear navigation Use descriptive headlines UI consistency for ease of use Link to external resources
  • 67. Findability ability to locate and present usable information easily, accurately, and quickly as possible.
  • 68. Findability Create a visual map
  • 69. Findability Create a visual map Create a sitemap
  • 70. Findability Create a visual map Create a sitemap Create a table of content and index
  • 71. Findability Create a visual map Create a sitemap Create a table of content and index Use Search Engine Optimization
  • 72. Visual Presentation Use color coding & icons
  • 73. Visual Presentation Use color coding & icons Use white space for readability
  • 74. Visual Presentation Use color coding & icons Use white space for readability Use bullet or numbered lists
  • 75. Visual Presentation Use color coding & icons Use white space for readability Use bullet or numbered lists Chunk instructional content
  • 76. Instructional Creation Break down processes into clear step by step instructions.
  • 77. Instructional Creation Break down processes into clear step by step instructions. Create new tutorials from the forum conversations.
  • 78. Instructional Creation Break down processes into clear step by step instructions. Create new tutorials from the forum conversations. Provide written content for videos.
  • 79. Instructional Creation Break down processes into clear step by step instructions. Create new tutorials from the forum conversations. Provide written content for videos. Clarification of terminology.
  • 80. Concept Map Model Create an infographic about your theme and theme learning channels. http://yoast.com/wordpress-theme-anatomy/
  • 81. Standards & Best Practices UI Consistency reduces learning curve and leverages previous experience. Establishes UI conventions for Option pages and Plugin Documentation.
  • 82. Gloria Antonelli Emerging Technologist Strategist Consultant & Trainer on Web 2.0 Techcocktail.com writer gloria@gloriaantonelli.com socially @gloriaantonelli on facebook, linkedin & twitter Thank You
  • 83. Photo credit “Learn” Aaron Schmidt http://www.flickr.com/photos/aaronschmidt/ “Hat man” Andrew Warren http://www.flickr.com/photos/27273053@N05/4507100640/ Most others are my iPhone images from Art Museums in the US.