UI/UX Foundations:

Intro to Design
Meg Kurdziolek & Karen Tang
Your Goals
What would you like to learn today?
Our Goals
We want you to…
feel confident when talking to designers
describe why an interface may not “feel right”
understand common themes & UX terms
understand basic design principles
Introductions
Which of these domains interests you?
Health
Education
Civic/Government
Kids/Families
Travel
Weather
Agenda
09:00 - 09:20 Breakfast and Introductions
09:20 - 10:20 Storyboards & Personas
10:20 - 10:30 BREAK
10:30 - 11:30 Sketching, Prototyping, Studios & Critiques
11:30 - 11:40 BREAK
11:40 - 12:15 Journey Maps & “The Golden Path”
12:15 - 12:45 LUNCH
12:45 - 01:10 Typography, Grids, Colors
01:10 - 01:25 Style Guides, Voice & Tone
01:25 - 01:45 Special Topics: Mobile Design, Motion Design
01:45 - 02:00 Group reflections & wrap-up Q&A
Design Process
Refine
BuildLearn
Design Process
BuildLearn
Refine
Storyboarding
Storyboarding
A storyboard is a powerful design tool because it…
conveys the “big picture” idea in just a few pictures
combines many design elements (personas, requirements,
solutions, etc.) into one coherent story
has assets that can be shared, tested, and collaborated on
makes you think through & articulate the problem and
solution requirements
Storyboarding - Freytag’s
Pyramid
http://johnnyholland.org/2011/10/storyboarding-ux-part-1-an-introduction/
Personas
Personas
A persona is a powerful design tool because it…
turns data into motivating, easily remembered assets
helps clarify design goals
helps evaluate success
has assets that can be shared, tested, & collaborated on
makes you think about & investigate who your users are
Facts
majority of users are male, 35 to 45
years old, and make between $60
to $80k annually
return users check website 1 to 3
times a day
homepage bounce rate of 30%
Facts Persona
Persona
Freddy the First Time User
40 year old male, has a small
budget of disposable income.
Moderately tech-savvy. Uses a PC
laptop and owns an Android.
Enjoys to golf, and frequently
checks the weather.
He found the website by searching
for “Weather in Pittsburgh” on
Google.
Scenario: Design an interface where new users can quickly find
current weather conditions and forecasts.
Basic Persona
Name Pick a memorable yet distinct name.
Picture Headshot photo that you will be able to recognize.
Quote
The most salient detail summarized into one quote.
(If they could ask for one thing…)
Skills
Domain skills your persona brings to the table.
(Novice or expert? Tech-savvy or not?)
Goals
Goals your persona fulfills by using your product.
(end goals, experience goals, life goals)
Habits
A typical day for your persona. (hobbies, sports,
activities, habits)
Must Do/Never
What product absolutely MUST DO and MUST
NEVER do.
Activity - Part 1
Total Time: 32 minutes
Start (8 mins): Brainstorm existing problems in your chosen domain. Discuss your
ideas and pick the one you would like to design an application for today.
Storyboard
(8 minutes) Individually: Describe how your application will solve this problem for a
target user in the form of two storyboards. (Just need to be 3 tiles: Initial Problem,
Struggle, Happy conclusion)
(8 minutes) Everyone present their storyboards to the group, discuss common
themes. As a group, create one 3 to 6-tile storyboard.
Persona
(8 minutes) Develop a persona for the main character in your storyboard.
A Parting Thought
Storyboards and personas are good for capturing
ideas…
but, best when coupled with research
Storyboard Example
Courtesy of Alysia Finger & AEDreams (http://aedreams.com/)
Storyboard Example
Courtesy of Alysia Finger & AEDreams (http://aedreams.com/)
Storyboard Example
Courtesy of Alysia Finger & AEDreams (http://aedreams.com/)
Storyboards showing with parents involved with their
children received more favorable reviews in A/B tests.
Sketching & Prototyping
Sketching & Prototyping
You should always start with a sketch, because…
your first idea is never the final solution
you can focus on concepts before details
you can start testing and refining faster
Sketching & Prototyping
Low-Fidelity prototypes are rough representations of
a design concept. Allows you to validate and
improve upon the design early in the process.
High-Fidelity prototypes closely resemble the final
solution. Allows you to “last-minute” test a design
before it is finalized.
Low-Fidelity High-Fidelity
Sketching & Prototyping
http://www.olesiagraphic.com/chefgenie.html
Design Studios & Critiques
Design Studios & Critiques
Design Studios & Critiques are useful because…
it encourages you to take chances and explore radical ideas
it’s intensive. You generate and explore lots of design
solutions in a short amount of time.
it allows everyone to participate in design
it facilitates team alignment (and makes good UX
*everyone’s* responsibility)
it enables everyone to learn through (constructive) criticism
How to Run a Design Studio
Step 1: Decide who you are designing for and what
problem you want to solve
Step 2: Sketch as many ideas as possible within a set
time limit.
Step 3: Review sketches with the group, identify the
best ideas, and repeat Step 2.
(Tools: Paper, pencils, and a timer)
How to Critique
There is something good about every idea, even if it
is not the solution for the current problem
You critique the idea, not the person
Method to try: Dot voting
Everyone is given three “dots”
Place your dots on the designs you like best
Activity - Part 2
Total time: 30 minutes
Round 1: Sketch 5 minutes, Critique 10 minutes
Goal: Sketch as many concepts as possible. Don’t draw an entire
interface - just the bare minimum to convey the idea. Think: quick
and ugly. Then each person has 1 minute to present their best ideas,
and the group has 1 minute to comment. Discuss the best ideas and
where you would like to take them next. (Use your dots!)
Round 2: Sketch 5 minutes, Critique 10 minutes
Goal: Pick the ideas you liked the best from Round 1 and sketch 1
or 2 new prototypes. The sketches should still be rough, but more
complete. Then regroup and discuss.
Journey Maps
Journey Maps
A journey map is a diagram of a complete customer
experience: from initial contact to completed task. A
journey map should answer the following questions:
What is the customer’s goal?
What is their initial approach to solving the problem?
What questions do they need answered?
What is each step they need to take?
How do they know they are on the right path?
Basic Journey Map
Customer A persona or type of customer.
Process
The process the customer is trying to
complete.
Touch Points &
Interactions
Where & how the customer interacts with
the product or service.
Customer Thoughts
What the customer is thinking and feeling
along the way
A simple example
Rebecca searches
for “toddler snow
pants” on Google and
clicks first result
She selects “Boys”-
>”Winter” from the
side navigation
She scrolls through
the options and sees
one pair she likes.
She selects the size
and color and adds it
to the shopping cart
She clicks on the
shopping cart and
clicks “Check-out”
Discovery Research Choose Purchase
The Golden Path
The Golden Path (n.)- the customer journey that ~90% of
users will take through your product.
Synonym: the most common user scenario.
In a sentence:
“We have to make sure the golden path for our new
photo upload tool is rock-solid. Lets run a few more
usability studies and make sure we’ve made it as intuitive
as possible.”
Activity - Part 3
Total Time: 15 minutes
With your group, create a simple journey map
outlining how a first time user would discover and
successfully use your design.
Example Journey Map
http://www.smashingmagazine.com/2015/01/all-about-customer-journey-mapping/
Example Journey Map
http://uxmastery.com/5-alternatives-to-slide-decks-for-communicating-findings/
Example Journey Map
http://www.servicedesigntools.org/tools/8
Lunch Time!
Agenda
09:00 - 09:20 Breakfast and Introductions
09:20 - 10:20 Storyboards & Personas
10:20 - 10:30 BREAK
10:30 - 11:30 Sketching, Prototyping, Studios & Critiques
11:30 - 11:40 BREAK
11:40 - 12:15 Journey Maps & “The Golden Path”
12:15 - 12:45 LUNCH
12:45 - 01:10 Typography, Grids, Colors
01:10 - 01:25 Style Guides, Voice & Tone
01:25 - 01:45 Special Topics: Mobile Design, Motion Design
01:45 - 02:00 Group reflections & wrap-up Q&A
Design Process
BuildLearn
Refine
Design Process
BuildLearn
Refine
Storyboards
Personas
Critiques
Journey Maps
Design Process
Learn
Refine
Build
Typography
Grids
Colors
Style Guides
Voice & Tone
Typography
Letterform (anatomy of a letter)
Classifications (serif vs. sans serif)
Readability (line-height, tracking, kerning)
Typefaces
Typography: Letterform
Bxhy
ascender height
cap height
x height
baseline
descender height
more anatomy: http://typedia.com/learn/only/anatomy-of-a-typeface/
Serif
Sans Serif
Typography: Classifications
Sans Serif
Typography: Classifications
Serif
Readability Tips (for web)
Font size: start around 16px, larger than print
Line height: use 1.3-1.6 times the font size, use taller heights
for longer lines, smaller heights for shorter lines
Tracking: Use default in lowercase, more space in uppercase
Kerning: Larger text makes kerning errors more obvious
Readability: Leading
Leading: the distance from baseline to baseline
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Mauris cursus mauris tortor, ac
tristique ante viverra a. Mauris non magna quis
neque tristique lacinia nec at odio.
leading
1
guideline: use 1.2-1.6 times the font size
leading = line-height
The distance from the baseline of one
line of type to another is called line
spacing. It is also called leading, in
reference to the strips of lead used to
separate lines of metal type. The
default setting in most layout and
imaging software is 120 percent of the
type size. Thus 10-pt type is set with 12
pts of line spacing. Designers play with
line spacing in order to create distinc-
tive typographic arrangements.
Reducing the standard distance
creates a denser typographic color,
while risking collisions between
ascenders and descenders. Expanding
the line spacing creates a lighter, more
open text block. As leading increases,
lines of type become independent
graphic elements rather than parts of
an overall visual shape and texture.
The distance from the baseline of one
line of type to another is called line
spacing. It is also called leading, in
reference to the strips of lead used to
separate lines of metal type. The
default setting in most layout and
imaging software is 120 percent of the
type size. Thus 10-pt type is set with 12
pts of line spacing. Designers play with
line spacing in order to create distinc-
tive typographic arrangements.
Reducing the standard distance
creates a denser typographic color,
while risking collisions between
ascenders and descenders. Expanding
the line spacing creates a lighter, more
open text block. As leading increases,
lines of type become independent
graphic elements rather than parts of
an overall visual shape and texture.
The distance from the baseline of one
line of type to another is called line
spacing. It is also called leading, in
reference to the strips of lead used to
separate lines of metal type. The
default setting in most layout and
imaging software is 120 percent of the
type size. Thus 10-pt type is set with 12
pts of line spacing. Designers play with
line spacing in order to create distinc-
tive typographic arrangements.
Reducing the standard distance
creates a denser typographic color,
while risking collisions between
ascenders and descenders. Expanding
the line spacing creates a lighter, more
open text block. As leading increases,
lines of type become independent
graphic elements rather than parts of
an overall visual shape and texture.
The distance from the baseline of one
line of type to another is called line
spacing. It is also called leading, in
reference to the strips of lead used to
separate lines of metal type. The
default setting in most layout and
imaging software is 120 percent of the
type size. Thus 10-pt type is set with 12
pts of line spacing. Designers play with
line spacing in order to create distinc-
tive typographic arrangements.
Reducing the standard distance
creates a denser typographic color,
while risking collisions between
ascenders and descenders. Expanding
the line spacing creates a lighter, more
open text block. As leading increases,
lines of type become independent
graphic elements rather than parts of
an overall visual shape and texture.
Size: 12pt
leading: 12pt
(100%)
Size: 12pt
leading: 14.4pt
(120%)
Size: 12pt
leading: 18pt
(150%)
Size: 12pt
leading: 24pt
(200%)
2 3 4
guideline: use taller heights for longer lines
leading = line-height
Size: 12pt
leading: 14.4pt
(120%)
Size: 12pt
leading: 14.4pt
(120%)
The distance from the
baseline of one line of type to
another is called line spacing.
It is also called leading, in
reference to the strips of lead
used to separate lines of
metal type.The default
setting in most layout and
imaging software is 120
percent of the type size.
The distance from the baseline of one line of type to another is called line spacing. It is also called leading, in
reference to the strips of lead used to separate lines of metal type.The default setting in most layout and
imaging software is 120 percent of the type size.Thus 10-pt type is set with 12 pts of line spacing. Designers
play with line spacing in order to create distinctive typographic arrangements. Reducing the standard distance
creates a denser typographic color, while risking collisions between ascenders and descenders. Expanding the
line spacing creates a lighter, more open text block. As leading increases, lines of type become independent
graphic elements rather than parts of an overall visual shape and texture.
Readability: Tracking
Tracking: the distance between character sequences
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.
tracking
tracking = letter spacing
Letters do love one another.
However, due to their
anatomical differences,
some letters have a hard
time achieving
intimacy...[for example]
capital letters, being square
and conservative, prefer to
keep a little distance from
their neighbors.
Letters do love one another.
However, due to their
anatomical differences, some
letters have a hard time
achieving intimacy...[for
example] capital letters,
being square and
conservative, prefer to keep a
little distance from their
neighbors.
Letters do love one another.
However, due to their
anatomical differences, some
letters have a hard time
achieving intimacy...[for
example] capital letters, being
square and conservative,
prefer to keep a little distance
from their neighbors.
tracking: -20 tracking: 0 tracking: +20
added tracking can make text appear more roomy
tracking = letter spacing
tracking: -15
tracking: 0
guideline: use less spacing for larger font sizes
Letters do love
one another
Letters do love
one another
tracking = letter spacing
guideline: use more spacing for headlines
Readability: Kerning
Kerning: the amount of space between two characters
Wonderkerning
kerning
hard to manipulate (on web), choose typeface wisely!
http://type.method.ac/
Typefaces
may consists of bold, italics, condensed, etc.
guideline: pick a typeface that matches your content
http://julianhansen.com/index.php?/alternative-type-finder/
Typefaces: faux fonts
tip: faux fonts can adversely affect readability
faux
real
Typefaces: faux fonts
tip: faux fonts can adversely affect readability
faux
real
Mixing Typefaces
no hard & fast rules: trial & error
it’s OK to mix typography, even serif with sans serif
within the same line: use similar x-heights
across lines: also vary size, weight, or style
Mixing Typefaces
http://thinkingwithtype.com/contents/letter/#Mixing_Typefaces
Typeface Hierarchy
https://designschool.canva.com/blog/design-rules/
Typography in Action:
iOS 9 San Francisco
Typography in Action:
iOS 9 San Francisco
Typography in Action:
iOS 9 San Francisco
taller
x-height
https://developer.apple.com/videos/play/wwdc2015-804/
Typography Tools
Font discovery, comparison
https://www.google.com/fonts
https://typekit.com/fonts
http://www.fontsquirrel.com
https://www.typetester.org/
Testing out font pairs:
http://fontpair.co/
http://webfont-test.com/
Try out a font on a live site
http://typewonder.com/
http://ffffallback.com/
Explore type hierarchy
http://type-scale.com/
Design Process
Learn
Refine
Build
Typography
Grids
Colors
Style Guides
Voice & Tone
Grids
Grids
Types of grids
Web/Responsive grids
Golden Ratio
Grids
order out of chaos
http://thinkingwithtype.com/contents/grid
Web Grids: Bootstrap
12 columns
responsive
Web Grids: Foundation
12 columns, responsive
Web Grids: 960
16 columns 24 columns
Golden Ratio
based on the ‘golden rectangle’ concept
https://www.flickr.com/photos/oddsmedsrud/4566766452/
Golden Ratio
based on the ‘golden rectangle’ concept
https://www.flickr.com/photos/oddsmedsrud/4566766452/
Golden Ratio
a
b
= 1.618
Golden Ratio
a
b
= 1.618
Grids: Golden Ratio
Grid: Column Widths
Grids: Whitespace
http://www.indextwo.com/
aim for 45-75
characters/line
shorter lengths
for mobile
line lengths
Breaking the Grid
http://www.writingfordesigners.com/?p=14270
Grid Guidelines
Which grid system should I use?
it’s important that you use one, any will do
Where do I place my content?
consider whitespace, golden ratio, grid breaks
Can there be too much white space?
not a common complaint
Design Process
Learn
Refine
Build
Typography
Grids
Colors
Style Guides
Voice & Tone
Colors
Colors
Basic color theory (color wheel, shades/tints)
Color combinations (complementary, analogous, etc)
Color and typography
Color Wheel
Simple Color Wheel
Primary Colors
Secondary Colors
Tertiary Colors
Analogous Colors
Hue, Tints, Shades, Tones
Tints: add
to a pure hue
Shades: add
to a pure hue
Tones: add
to a pure hue
hue
Color Wheel
Color Combinations
Monochromatic
shading/tinting of same hue
Analogous
choose one hue to accent,
others hues to support
Complementary
high contrast, use to accent
Split Complementary
less tension than complementary,
good starting point
Triadic
tends to be vibrant, two
uses for accent
Double Complementary
watch for warm & cool colors,
lots of potential variations
Clashing Colors
Vibrating Text?
Color Contrasts
The quick brown fox jumps over the lazy dog
The quick brown fox jumps over the lazy dog
The quick brown fox jumps over the lazy dog
The quick brown fox jumps over the lazy dog
Color Illusions
Color Tools
Compose your own palette and explore community palettes
https://color.adobe.com
http://paletton.com/
Palette generator
https://coolors.co/app/
Extract colors from images
http://www.colr.org
Color blindness simulator
http://colorfilter.wickline.org
Design Process
Learn
Refine
Build
Typography
Grids
Colors
Style Guides
Voice & Tone
Style Guides
Style guide (n): a set of standards for the design of
documents (apps, sites, etc.) that establishes and
enforces style to improve communication.
Style Guides
Designer Developers
Style Guide: Bootstrap
Style Guide: Foundation
Bootstrap, Foundation:
consider it a starting point
http://www.zingdesign.com/5-reasons-not-to-use-twitter-bootstrap/
Bootstrap, Foundation:
consider it a starting point
Style Guides Examples
http://www.yelp.com/styleguide
http://primercss.io/
http://www.starbucks.com/styleguide/
https://www.lightningdesignsystem.com
http://ux.mailchimp.com/patterns
https://playbook.cio.gov/designstandards
US Digital Services
https://playbook.cio.gov/
designstandards/
Many Kinds of Style Guides
Front End Developers:
http://ux.mailchimp.com/patterns/
Content Developers:
http://styleguide.mailchimp.com/voice-and-tone/
Voice & Tone
Voice
the identity and personality
of your brand. Should be
consistent across all
aspects of your product.
Remember: People come to your site for the content, so
don’t leave it for last.
Tone
choice of language for a
particular situation or
audience. Should vary
depending on the context.
MailChimp: Voice & Tone Style Guide
“MailChimp’s voice is human. It’s
familiar, friendly, and straightforward…”
MailChimp is…
Fun but not silly
Confident but not cocky
Smart but not stodgy
Informal but not sloppy
Helpful but not overbearing
Expert but not bossy
Weird but not inappropriate
http://mailchimp.com/about/brand-assets/
Style Guides Examples
http://www.yelp.com/styleguide
http://primercss.io/
http://www.starbucks.com/styleguide/
https://www.lightningdesignsystem.com
http://ux.mailchimp.com/patterns
https://playbook.cio.gov/designstandards
Special Topics
Mobile Design: Android’s Material Design
Evolving Design Patterns: Motion Design
Material Design
Adding depth to flat design
A layered approach to building a UI
https://www.google.com/design/spec/material-design/introduction.html
https://dribbble.com/shots/1717947-Keynote-Animation-Material-Design
Benefits of Animations
Naturally draws users’ attention
Can unobtrusively point users to the next step
A Little Bit of Motion Goes a Long Way
A Little Bit of Motion Goes a Long Way
A Little Bit of Motion Goes a Long Way
A Little Bit of Motion Goes a Long Way
A Few Animation Principles
Easing vs. Linear Motion
Squash and Stretch
Exaggeration
A Few Animation Principles
Easing vs. Linear Motion
Squash and Stretch
Exaggeration
A Few Animation Principles
Special Topics
Mobile Design: Android’s Material Design
Evolving Design Patterns: Motion Design
What other areas are evolving?
Wearable, IoT, robotics, … any others?
Wearables: Design Challenges
Glanceable and meaningful
Micro-interactions
Privacy
Design for different contexts
http://www.wired.com/2015/08/5-principles-designing-wearables/
http://www.wired.com/2015/08/5-principles-designing-wearables/
Design Process
Learn
Refine
Build
Typography
Grids
Colors
Style Guides
Voice & Tone
Storyboards
Personas
Critiques
Journey Maps
Feedback & QA
Questions? Comments?
Are there topics you wished we spent more time on?
How do you see some of these topics applying to
your current work?
Thank you!
Meg Kurdziolek
meg.kurdziolek@gmail.com
www.megkurdziolek.com
Karen Tang
karen@kptang.com
www.kptang.com
Resources
Storyboarding
http://johnnyholland.org/2011/10/storyboarding-ux-part-1-an-introduction/
http://johnnyholland.org/2011/10/storyboarding-ux-part-2-creating-your-
own/
Personas
http://www.ux-lady.com/diy-user-personas/
Sketching & Prototyping
http://www.usability.gov/how-to-and-tools/methods/prototyping.html
Design Studios
https://zapier.com/blog/run-a-design-studio/
Journey Maps
http://www.smashingmagazine.com/2015/01/all-about-customer-journey-mapping/
http://conversionxl.com/customer-journey-maps-better-website-retention/
Resources
Typography
http://designinstruct.com/tools-basics/the-basics-of-typography/
http://www.thinkingwithtype.com
http://practicaltypography.com/
http://webtypography.net/
Grids
https://getbootstrap.com
http://foundation.zurb.com
http://960.gs
Great UX Design Books
Don't Make Me Think by Steven Krug
Design of Everyday Things by Don Norman
About Face by Alan Cooper

UI/UX Foundations Part 1 - Design