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Understanding Goals and Requirements
The document outlines a class led by Abby Covert focused on understanding goals and requirements in project management and design. It covers topics like scoping, stakeholder needs, the types of goals (directional and specific), and the SMART criteria for measurable goals. Students are assigned group and individual homework to apply their learnings in creating specific measurable goals and developing requirements for projects.
Understanding Goals and Requirements
- 1. Class 5: Understanding Goals & Requirements Instructor: Abby Covert
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- 3. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ 2
- 4. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ • Discussed the impact of assumption based scoping 2
- 5. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ • Discussed the impact of assumption based scoping • Discussed the needs of (stake)makers and stakeholders 2
- 6. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ • Discussed the impact of assumption based scoping • Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific) 2
- 7. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ • Discussed the impact of assumption based scoping • Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific) • Workshopped continuums to express our directional goals for the semester 2
- 8. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ • Discussed the impact of assumption based scoping • Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific) • Workshopped continuums to express our directional goals for the semester • Assigned group homework that is due today! 2
- 9. Last Class we... •Introduced the topics ‘scope’ and ‘stake’ • Discussed the impact of assumption based scoping • Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific) • Workshopped continuums to express our directional goals for the semester • Assigned group homework that is due today! • Assigned workshop prep homework individually around specific goals, which we will use today 2
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- 11. Homework Share • Eachteam will have 5 minutes to present their continuums to the class. 3
- 12. Pop Quiz: Attaching measurement tomake specific goals 4
- 13. Specific Goals shouldbe S.M.A.R.T so you know if you are going in the right direction q Specific q Measurable q Achievable q Relevant q Time bound
- 14. Finding the rightmeasures If you have a question about Examples to be looking at… If something is effective Completion rates Whether something is findable Speed to find People’s Expectations Bounce Rates & Time on Site Satisfaction Interviews, Surveys, Ask Sales and CSRs Is enough Information provided? Are people clicking to further information consistently? Are people using the path as designed? Click path data (Courtesy of Richard Dalton)
- 15. Two Goal MadLibs: <Increase, Decrease or Establish> _______ by ____% over the next _______ as measured by ______. <Increase, Decrease or Establish> _______ with <audience> over the next _______ as measured by ______.
- 16. Workshop Assignment Attaching measurement tomake specific goals 8
- 17. Example: mapping Specific Goalsto directional goals Measure Measure Engagement Conversion 5 4 3 2 1 0 1 2 3 4 5 6 Month Today Goal – Establish an average time on site with our loyalty users of 2+ minutes (matching industry standards for news sites) – Increase the likelihood of loyalty users to click on secondary materials from 10% to 20% through better content tagging and human curation
- 18. Workshop Time! Spend thenext 40 minutes sharing your specific measurable goals with your group. Put them in a google document. Each must be: q Specific q Measurable q Achievable q Relevant q Time bound q & ladder up to a directional goal 10
- 19. What time isit? 11
- 20. What time isit? 11
- 21. I am an information architect Iintend to because I believe make the unclear clear everything is complex put the what architecture frames before the how problems, design solves them facilitate understanding understanding is organize meaning, always good but it is create clarity and equally important to establish truth not understand support goals, makers clarity is a and users prerequisite of truth by: Abby Covert & Dan Klyn 12
- 22. I am an information architect Iintend to because I believe make the unclear clear everything is complex put the what architecture frames before the how problems, design solves them facilitate understanding understanding is organize meaning, always good but it is create clarity and equally important to establish truth not understand support goals, makers clarity is a and users prerequisite of truth by: Abby Covert & Dan Klyn 12
- 23. What is theWhat 13
- 24. What as anadverb is Used to indicate an estimate or approximation What as a determiner means Asking for information specifying something 14
- 25. Why we need Change? Stakeholder Interviews Competitive Research Heuristic Evaluation Existing User Research What Are How will we doing? we do this? Touchpoint Mapping Workshop tools I use + Wireframes and Prototypes User Segmentation Workshop questions I help Functional Specifications Goal Setting Workshop Content Inventory Experience Brief Answer Who to When Are we Consider? Doing what? User Research Flow, Maps and Roadmaps Persona Development Scoping Workshop Collaborative Design Session 15
- 26. Why we need Change? Stakeholder Interviews Competitive Research Heuristic Evaluation Existing User Research What Are How will we doing? we do this? Touchpoint Mapping Workshop tools I use + Wireframes and Prototypes User Segmentation Workshop questions I help Functional Specifications Goal Setting Workshop Content Inventory Experience Brief Answer Who to When Are we Consider? Doing what? User Research Flow, Maps and Roadmaps Persona Development Scoping Workshop Collaborative Design Session 15
- 27. How is what differentthan how? 16
- 28. Why we need Change? Stakeholder Interviews Competitive Research Heuristic Evaluation Existing User Research What Are How will we doing? we do this? Touchpoint Mapping Workshop tools I use + Wireframes and Prototypes User Segmentation Workshop questions I help Functional Specifications Goal Setting Workshop Content Inventory Experience Brief Answer Who to When Are we Consider? Doing what? User Research Flow, Maps and Roadmaps Persona Development Scoping Workshop Collaborative Design Session 17
- 29. Why we need Change? Stakeholder Interviews Competitive Research Heuristic Evaluation Existing User Research What Are How will we doing? we do this? Touchpoint Mapping Workshop tools I use + Wireframes and Prototypes User Segmentation Workshop questions I help Functional Specifications Goal Setting Workshop Content Inventory Experience Brief Answer Who to When Are we Consider? Doing what? User Research Flow, Maps and Roadmaps Persona Development Scoping Workshop Collaborative Design Session 17
- 30. Why = For whatreason or purpose 18
- 31. Why = Forwhat reason or purpose What = An approximation for information specifying something 18
- 32. Why = Forwhat reason or purpose What = An approximation for information specifying something How = In what way or manner or by what means 18
- 33. Why Because someoneelse has taken over our brand on social media 19
- 34. Why Because someoneelse has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. 19
- 35. Why Because someoneelse has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. How 19
- 36. Why Because someone else has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. How A photo sharing FB application focused on spreading happy pictures 19
- 37. Why Because someone else has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. How A photo sharing A t-shirt FB application giveaway focused on mechanism spreading happy pictures 19
- 38. Why Because someone else has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. How A photo sharing A t-shirt A bot that FB application giveaway detects non- focused on mechanism faces and spreading happy flags them for pictures moderation 19
- 39. Why Because someone else has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. How A photo sharing A t-shirt A bot that Full Package FB application giveaway detects non- redesign focused on mechanism faces and focused on spreading happy flags them for “happy” pictures moderation 19
- 40. Why Because someone else has taken over our brand on social media What We need a launch strategy for fall 2010 that builds a strong baseline fan base on social media. Our target is moms and we know there is the potential for millions based on other brands. How A photo sharing A t-shirt A bot that Full Package A TV FB application giveaway detects non- redesign Commercial focused on mechanism faces and focused on mentioning the spreading happy flags them for “happy” social media pictures moderation links 19
- 41. when what is beforewhy 20
- 42. Everyone feels a lossof satisfaction 21
- 43. Everyone feels a lossof satisfaction User satisfaction 21
- 44. Everyone feels a lossof satisfaction User Stakeholder satisfaction Satisfaction 21
- 45. Everyone feels a lossof satisfaction User Stakeholder MAKER satisfaction Satisfaction Satisfaction 21
- 46. when how is beforewhat 22
- 47. Spray-n-Pray 23
- 48. A simple wayto think about Why, What & How in the right order 24
- 49. Goal Vs. Requirement vs. Feature 25
- 50. Goal 26
- 51. Goal (Defines Why) An aim or desired result 26
- 52. Goal (Defines Why) An aim or desired result Requirement Requirement (Defines what) A thing that is needed or wanted, or compulsory 26
- 53. Goal (Defines Why) An aim or desired result Requirement Requirement (Defines what) A thing that is needed or wanted, Feature Feature Feature Feature or compulsory Feature Feature Feature Feature (Defines how) A distinctive attribute or Feature Feature Feature Feature aspect of something Feature Feature Feature Feature 26
- 54. Goal 27
- 55. Goal (Defines Why) Take back social media for brand 27
- 56. Goal (Defines Why) Take back social media for brand Requirement Requirement (Defines what) A social media launch strategy 27
- 57. Goal (Defines Why) Take back social media for brand Requirement Requirement (Defines what) A social media launch strategy Feature Feature Feature Feature Feature Feature Feature Feature (Defines how) A facebook application Feature Feature Feature Feature Feature Feature Feature Feature 27
- 58. The many facesof a requirement: • Potential New stuff/processes that could help to reach goals • Existing stuff/processes that will need to be taken care of or changed to reach goals • Communication efforts needed to support goals • Research that is still needed • Data that is still needed 28
- 59. Example Requirements • Potential New stuff/processes: A custom facebook app with Moderation team to manage the flow of entries. A giveaway mechanism with a randomizer. A TV commercial. A Magazine ad. • Existing stuff/processes: Redesign of packaging and corporate site structure to accommodate social media initiative. • Communication efforts: Press release on the effort to increase awareness. Media buy for new TV spot and Magazine ads. Social media team to respond to user comments. • Research: How to get non-faces rejected? What kind of apps did “Moms” enjoy and respond to? • Data: baseline on # of social media followers of like (but not competitive) brands 29
- 60. Homework • As agroup: Document requirements for meeting your goals. – What is potential new stuff? – What is the old stuff? How must it be changed? – What will need to be communicated? – What research is still needed? – What data is still needed? • Please submit your group homework by 6 PM Monday October 15 via email • Each of you should additionally come to the next class with a list of 20 (yes, 20) feature ideas based on your requirements. • (Note: it may be best to designate areas for each group member to explore, it will save you time in the next assignment) 30
- 61. Questions? CovertA@newschool.edu @ Abby_The_IA www.Abbytheia.com