1/30/2013 
The Strategy 
Part 
SI 658 
Information Architecture 
Marti Gukeisen
The Strategy Part 
Related Readings 
Information Architecture for the World Wide Web 3 
rd 
Edition (The Polar Bear Book) 
Peter Morville & Louis Rosenfeld 
ISBN 978-0-596-52734-1 
Ch 11 Strategy 
Ch 18 Business Strategy 
1/23/2013 
2 SI658 Information Architecture
1/30/2013 
IA strategy 
a man, a plan, a canal, panama. Almost to the canal. 
3 SI658 Information Architecture
The Strategy Part 
The Project Process 
1/30/2013 
Research 
Strategy 
Design 
Implementation 
Administration 
You 
are 
here 
4 SI658 Information Architecture
The Strategy Part 
Vocabulary Quiz 
 Top-down vs. Bottom-up 
They keep mentioning this. Does it make sense yet? 
1/30/2013 
5 SI658 Information Architecture
The Strategy Part 
PB says: strategy should include 
 IA administration 
 technology integration 
 top-down or bottom-up emphasis 
 organization and labeling systems 
 document type identification 
 metadata field definition 
 navigation system design 
asterisk: not an exhaustive list 
6 
1/30/2013 
SI658 Information Architecture
The Strategy Part 
my revisions to the PB strategy set 
 IA administration content maintenance strategy 
 technology integration 
 organization and labeling systems 
 navigation system design 
 page types, content types & meta fields 
 top-down or bottom-up emphasis 
 document type identification 
 metadata field definition 
1/30/2013 
7 SI658 Information Architecture
The Strategy Part 
1/30/2013 
the asterisk 
a (still incomplete) list of IA artifacts & deliverables 
 Analytics Assessment 
 Card Sorting 
 CMS Content Model 
 Competitive Review 
 Consumer Trends 
 Content Inventory 
 Content Map 
 Cross-Property Activity 
Analysis 
 Ethnographic Research 
 Feature Cards 
 Feature Set 
 Focus Group Plan & 
Report 
 Functional Requirements 
 Functional Specifications 
 Heuristic Evaluation 
 Identify Stakeholders 
 Identify User & Business 
Objectives 
 Interview Scripts & Reports 
 Messaging Framework 
 Needs Analysis 
 Online Surveys 
 Prototypes (Paper, Static, 
Interactive) 
 Personas 
 Reports 
 Review Research 
 Scenarios 
 Search Term Analysis 
 Site Diagram / High level 
IA 
 Story Cards / 
Storyboarding 
 Task Diagrams 
 Use Cases 
 User Flows 
 User Segmentation 
 User Task Analysis 
 User Testing Scripts & 
Reports 
 Wireframes / Page level IA 
8 SI658 Information Architecture
1/30/2013 
Strategies for Strategizing 
that’s so meta. or just redundant. 
9 SI658 Information Architecture
The Strategy Part 
IA strategy aspects 
 Determine Goals 
1/30/2013 
Business objectives, user motivation, other stakeholder goals. 
 Understand the Environment 
Brand context, competitive space, user expectations & habits. 
 Plan the Interaction 
What states & steps are needed? 
 Validate & Assess 
Ask, test, iterate. 
 Document the Plan 
Facilitates shared understanding for everyone involved. 
10 SI658 Information Architecture
The Strategy Part 
possible deliverables 
Determine 
Goals 
Understand the 
Environment 
Plan the 
Interaction 
Validate / 
Assess 
1/30/2013 
Document the 
Plan 
Identify Stakeholders Content Inventory Scenarios Heuristic Evaluation Site Diagram 
User Segmentation Competitive Review User Flows Online Surveys Wireframes 
Needs Analysis Analytics Assessment Task Diagrams User Testing Scripts Story Boards 
Consumer Trends Review Research Use Cases 
User Testing Analysis 
and Reports 
Content Map 
Personas 
Cross-channel 
Analysis 
Feature Set Interview Scripts 
Functional 
Requirements 
Search Term Analysis User Task Analysis Feature Cards Interview Reports 
Functional 
Specifications 
Identify User & 
Business Objectives 
Ethnographic 
Research 
Card Sorting 
Prototypes (static, 
paper, interactive) 
CMS Content Model 
11 SI658 Information Architecture
The Strategy Part 
The TACT strategy 
1/30/2013 
12 SI658 Information Architecture
The Strategy Part 
TACT, abbreviated 
Think: ideation, brainstorming 
1/30/2013 
Articulate: noting inspiration as it occurs to you 
Communicate: share medium-polished ideas 
Test: it’s all about the validation. P.S. assume you are 
wrong 
13 SI658 Information Architecture
The Strategy Part 
Think 
 Brainstorming 
 consider including clients, users, designers, other 
stakeholders 
 no wrong answers 
 (but they aren’t all right) 
1/30/2013 
14 SI658 Information Architecture
The Strategy Part 
large group meetings 
“…teams of eight or more people from a variety of backgrounds lock 
themselves in a room for day-long ‘collaborative design workshops.’ In 
our experience, these have been highly inefficient, unproductive 
exercises that lead to groupthink and exhaustion.” 
Large group meetings: 
 GOOD for brainstorming and sharing reactions 
 BAD for designing systems 
1/30/2013 
15 SI658 Information Architecture
1/30/2013 
some important notes 
budget, user testing, user testing on a budget 
16 SI658 Information Architecture
The Strategy Part 
1/30/2013 
that teeny tiny issue of budget 
 Budget is often pre-determined 
 Have to balance: 
 integrity of “true” 
recommendation 
 realistic in-budget 
approach 
 Creative budgeting 
 what can the client 
handle? 
 rounds of revision 
17 SI658 Information Architecture
The Strategy Part 
more about user testing 
1/30/2013 
minimal mid-level large-scale 
• online testing services 
• focus group 
• flat prototypes (early 
testing) or beta site 
(later testing) 
• focus on critical features 
& pages 
• directed phone/video 
1-on-1 testing 
• guerilla UX (coffee shop 
1-on-1 testing) 
• Flat or minimally 
interactive prototypes 
(early in design process) 
• focus on critical features 
& pages 
• 1-on-1 in person testing 
with interactive 
prototypes 
• multiple phases of 
testing 
• extensive testing of 
features, critical pages, 
& navigation 
18 SI658 Information Architecture
The Strategy Part 
user testing on a shoestring 
 Focus on the 20% that’s different, not the 80% 
that’s the same 
the wheel works, trust me. I ride a bike. 
 Quick and (relatively) cheap online testing 
such as UserTesting.com 
 Guerilla UX 
invade and conquer in your local coffee shop 
 Ask your mom 
or someone who doesn’t work in web design 
1/30/2013 
19 SI658 Information Architecture
1/30/2013 
Business Strategy 
putting the BS in IA 
20 SI658 Information Architecture
The Strategy Part 
business strategy and information 
architecture 
1/30/2013 
21 SI658 Information Architecture
The Strategy Part 
1/30/2013 
Fig 18.1 aka my favorite feedback loop 
22 SI658 Information Architecture
The Strategy Part 
relevant questions 
What is your company really good at? 
What is your company really bad at? 
1/30/2013 
What makes your company different from your 
competitors? 
 How are you able to beat competitors? 
 How can your web site or intranet contribute to 
competitive advantage? 
23 SI658 Information Architecture
The Strategy Part 
Mind the Gap 
1/30/2013 
 IA assessment and planning can help identify the 
GAP between the strategic VISION and the 
experience ACTUALITY 
24 SI658 Information Architecture
The Strategy Part 
SWOT Analysis 
1/30/2013 
25 SI658 Information Architecture
The Strategy Part 
Geoffrey Moore’s Competitive 
Advantage Hierarchy 
1/30/2013 
26 SI658 Information Architecture
The Strategy Part 
1/30/2013 
the good and the bad of the iceberg 
27 SI658 Information Architecture
1/30/2013 
Project Time 
the part where you collaborate and teach each other 
28 SI658 Information Architecture
The Strategy Part 
Get in your groups 
1/30/2013 
29 SI658 Information Architecture
The Strategy Part 
the first group assignment 
 Due today by End of Day (11:59:59 EST) 
 Have ONE group member email me your what & how 
brief 
 ! include all group members names in the email 
 the what & how brief 
 anatomy of as-is IA 
 elevator pitch 
 business model canvas 
♪ 
 back it up to “volume zero” 
 template linked to from ctools 
1/30/2013 
30 SI658 Information Architecture
1/30/2013 
Presentation Time 
the part where you teach 
31 SI658 Information Architecture
Wrap Up 
More stuff for you to do. 
1/30/2013 
32 SI658 Information Architecture
The Strategy Part 
For next week 
Due TUES Feb 5th at 11 pm. 
50-300 words responding to the following: 
1/30/2013 
Polar Bear 
Ch 5 Organization Systems 
Everything is Miscellaneous Ch 4 Lumps & Splits 
!!! Community Badge Opportunity 
33 SI658 Information Architecture
1/30/2013 
Laters 
Questions? 
34 SI658 Information Architecture

Information Architecture class4 01 30

  • 1.
    1/30/2013 The Strategy Part SI 658 Information Architecture Marti Gukeisen
  • 2.
    The Strategy Part Related Readings Information Architecture for the World Wide Web 3 rd Edition (The Polar Bear Book) Peter Morville & Louis Rosenfeld ISBN 978-0-596-52734-1 Ch 11 Strategy Ch 18 Business Strategy 1/23/2013 2 SI658 Information Architecture
  • 3.
    1/30/2013 IA strategy a man, a plan, a canal, panama. Almost to the canal. 3 SI658 Information Architecture
  • 4.
    The Strategy Part The Project Process 1/30/2013 Research Strategy Design Implementation Administration You are here 4 SI658 Information Architecture
  • 5.
    The Strategy Part Vocabulary Quiz  Top-down vs. Bottom-up They keep mentioning this. Does it make sense yet? 1/30/2013 5 SI658 Information Architecture
  • 6.
    The Strategy Part PB says: strategy should include  IA administration  technology integration  top-down or bottom-up emphasis  organization and labeling systems  document type identification  metadata field definition  navigation system design asterisk: not an exhaustive list 6 1/30/2013 SI658 Information Architecture
  • 7.
    The Strategy Part my revisions to the PB strategy set  IA administration content maintenance strategy  technology integration  organization and labeling systems  navigation system design  page types, content types & meta fields  top-down or bottom-up emphasis  document type identification  metadata field definition 1/30/2013 7 SI658 Information Architecture
  • 8.
    The Strategy Part 1/30/2013 the asterisk a (still incomplete) list of IA artifacts & deliverables  Analytics Assessment  Card Sorting  CMS Content Model  Competitive Review  Consumer Trends  Content Inventory  Content Map  Cross-Property Activity Analysis  Ethnographic Research  Feature Cards  Feature Set  Focus Group Plan & Report  Functional Requirements  Functional Specifications  Heuristic Evaluation  Identify Stakeholders  Identify User & Business Objectives  Interview Scripts & Reports  Messaging Framework  Needs Analysis  Online Surveys  Prototypes (Paper, Static, Interactive)  Personas  Reports  Review Research  Scenarios  Search Term Analysis  Site Diagram / High level IA  Story Cards / Storyboarding  Task Diagrams  Use Cases  User Flows  User Segmentation  User Task Analysis  User Testing Scripts & Reports  Wireframes / Page level IA 8 SI658 Information Architecture
  • 9.
    1/30/2013 Strategies forStrategizing that’s so meta. or just redundant. 9 SI658 Information Architecture
  • 10.
    The Strategy Part IA strategy aspects  Determine Goals 1/30/2013 Business objectives, user motivation, other stakeholder goals.  Understand the Environment Brand context, competitive space, user expectations & habits.  Plan the Interaction What states & steps are needed?  Validate & Assess Ask, test, iterate.  Document the Plan Facilitates shared understanding for everyone involved. 10 SI658 Information Architecture
  • 11.
    The Strategy Part possible deliverables Determine Goals Understand the Environment Plan the Interaction Validate / Assess 1/30/2013 Document the Plan Identify Stakeholders Content Inventory Scenarios Heuristic Evaluation Site Diagram User Segmentation Competitive Review User Flows Online Surveys Wireframes Needs Analysis Analytics Assessment Task Diagrams User Testing Scripts Story Boards Consumer Trends Review Research Use Cases User Testing Analysis and Reports Content Map Personas Cross-channel Analysis Feature Set Interview Scripts Functional Requirements Search Term Analysis User Task Analysis Feature Cards Interview Reports Functional Specifications Identify User & Business Objectives Ethnographic Research Card Sorting Prototypes (static, paper, interactive) CMS Content Model 11 SI658 Information Architecture
  • 12.
    The Strategy Part The TACT strategy 1/30/2013 12 SI658 Information Architecture
  • 13.
    The Strategy Part TACT, abbreviated Think: ideation, brainstorming 1/30/2013 Articulate: noting inspiration as it occurs to you Communicate: share medium-polished ideas Test: it’s all about the validation. P.S. assume you are wrong 13 SI658 Information Architecture
  • 14.
    The Strategy Part Think  Brainstorming  consider including clients, users, designers, other stakeholders  no wrong answers  (but they aren’t all right) 1/30/2013 14 SI658 Information Architecture
  • 15.
    The Strategy Part large group meetings “…teams of eight or more people from a variety of backgrounds lock themselves in a room for day-long ‘collaborative design workshops.’ In our experience, these have been highly inefficient, unproductive exercises that lead to groupthink and exhaustion.” Large group meetings:  GOOD for brainstorming and sharing reactions  BAD for designing systems 1/30/2013 15 SI658 Information Architecture
  • 16.
    1/30/2013 some importantnotes budget, user testing, user testing on a budget 16 SI658 Information Architecture
  • 17.
    The Strategy Part 1/30/2013 that teeny tiny issue of budget  Budget is often pre-determined  Have to balance:  integrity of “true” recommendation  realistic in-budget approach  Creative budgeting  what can the client handle?  rounds of revision 17 SI658 Information Architecture
  • 18.
    The Strategy Part more about user testing 1/30/2013 minimal mid-level large-scale • online testing services • focus group • flat prototypes (early testing) or beta site (later testing) • focus on critical features & pages • directed phone/video 1-on-1 testing • guerilla UX (coffee shop 1-on-1 testing) • Flat or minimally interactive prototypes (early in design process) • focus on critical features & pages • 1-on-1 in person testing with interactive prototypes • multiple phases of testing • extensive testing of features, critical pages, & navigation 18 SI658 Information Architecture
  • 19.
    The Strategy Part user testing on a shoestring  Focus on the 20% that’s different, not the 80% that’s the same the wheel works, trust me. I ride a bike.  Quick and (relatively) cheap online testing such as UserTesting.com  Guerilla UX invade and conquer in your local coffee shop  Ask your mom or someone who doesn’t work in web design 1/30/2013 19 SI658 Information Architecture
  • 20.
    1/30/2013 Business Strategy putting the BS in IA 20 SI658 Information Architecture
  • 21.
    The Strategy Part business strategy and information architecture 1/30/2013 21 SI658 Information Architecture
  • 22.
    The Strategy Part 1/30/2013 Fig 18.1 aka my favorite feedback loop 22 SI658 Information Architecture
  • 23.
    The Strategy Part relevant questions What is your company really good at? What is your company really bad at? 1/30/2013 What makes your company different from your competitors?  How are you able to beat competitors?  How can your web site or intranet contribute to competitive advantage? 23 SI658 Information Architecture
  • 24.
    The Strategy Part Mind the Gap 1/30/2013  IA assessment and planning can help identify the GAP between the strategic VISION and the experience ACTUALITY 24 SI658 Information Architecture
  • 25.
    The Strategy Part SWOT Analysis 1/30/2013 25 SI658 Information Architecture
  • 26.
    The Strategy Part Geoffrey Moore’s Competitive Advantage Hierarchy 1/30/2013 26 SI658 Information Architecture
  • 27.
    The Strategy Part 1/30/2013 the good and the bad of the iceberg 27 SI658 Information Architecture
  • 28.
    1/30/2013 Project Time the part where you collaborate and teach each other 28 SI658 Information Architecture
  • 29.
    The Strategy Part Get in your groups 1/30/2013 29 SI658 Information Architecture
  • 30.
    The Strategy Part the first group assignment  Due today by End of Day (11:59:59 EST)  Have ONE group member email me your what & how brief  ! include all group members names in the email  the what & how brief  anatomy of as-is IA  elevator pitch  business model canvas ♪  back it up to “volume zero”  template linked to from ctools 1/30/2013 30 SI658 Information Architecture
  • 31.
    1/30/2013 Presentation Time the part where you teach 31 SI658 Information Architecture
  • 32.
    Wrap Up Morestuff for you to do. 1/30/2013 32 SI658 Information Architecture
  • 33.
    The Strategy Part For next week Due TUES Feb 5th at 11 pm. 50-300 words responding to the following: 1/30/2013 Polar Bear Ch 5 Organization Systems Everything is Miscellaneous Ch 4 Lumps & Splits !!! Community Badge Opportunity 33 SI658 Information Architecture
  • 34.
    1/30/2013 Laters Questions? 34 SI658 Information Architecture