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Developing Information Architecturewith Non-Technical StakeholdersVanessa Turke (@vcreatrix)Senior Solution Architect at I...
presentation outline★   What is the value of good information architecture?★   Identifying project stakeholders★   Effecti...
information architecture components 1. Organization systems - How we categorize information 2. Labeling systems - How we r...
IA process overview ★   Identify the project needs ★   Conduct research ★   Review content life cycle ★   Document user ex...
who are project stakeholders
identifying stakeholders
potential stakeholders ★   Marketing & Sales ★   Content Strategist ★   HR People ★   Faculty / Educational Consultants ★ ...
effectively facilitating stakeholder groups  ★   Agree on what the project is about on a high level  ★   Take an evidence ...
first agree on the purpose of the project
background and high-level analysis ★    Type of Organization ★    Type of Website ★    Type of Audience     Carolyn Chandl...
organization type ★    Company, Non-profit, etc. ★    Philosophy ★    Process ★    Role of website in their organization  ...
website type 1.   Brand Presence 2.   Marketing Campaign 3.   Content Source 4.   Task-based application 5.   E-Commerce (...
primary audience ★   Customers/Clients ★   Organizational Members ★   Employees/Staff ★   ???
conducting research
research★    Research Meetings★    Stakeholder Interviews★    Content Analysis★    Content Mapping★    Competitive Researc...
stakeholder meetings and interviews★   Sales & Marketing Team - branding, direction★   Strategy Team - mission, vision, au...
information gathering tools ★   Spreadsheet ★   PowerPoint ★   Websort / Optimalsort ★   Naview ★   Usertesting.com ★   Us...
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 comple...
user goal: information★    Browsing, comparing, comprehending:★    Maps★    News readers★    Dashboards★    Media players★...
user goal: process★    Providing information in a structured manner:★    Product configuration★    Tool setup, or installa...
user goal: creation★    Create new content or modify existing content:★    Publishing new content★    Revising / editing c...
leading stakeholder conversations★   “Walk me through the current process of...”★   “Would you imagine that it would work ...
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.   Community...
organize, classify & label
organizing, classifying & labeling★    Identify content types★    Identify attributes & values★    Identify relationships★...
when labeling, eschew obfuscation!★    Research industry terms★    Highlight every industry term, phrase, or buzzword★    ...
varied search titles by user★   Human Resources Manager, “HR Form V3051”★   Team Manager, “Leave Application”★   Staff Mem...
example of inconsistent site-wide labels for “locations”  ★   Branch  ★   Store  ★   Location  ★   Bureaux  ★   Airport lo...
designing the navigation and     information model
cardsorting★    Do the users want to see the information grouped by    subject, process, business group, or information ty...
sitemap
navigation stress test★    What is this page about?★    What site is this?★    What are the major sections of this site?★ ...
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 tex...
user roles
understanding search approach ★    Known-item ★    Exploratory ★    Don’t know what you need to know ★    Re-finding     h...
multiple pathways example: “vegan chocolate cake”★   By ingredient (e.g. “chocolate”)★   By dietary consideration (“vegan”...
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://w...
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  ★   S...
common stumbling blocks ★   Conflicting vocabularies ★   Inexperience with CMS (still thinking in terms of pages) ★   Stee...
symptoms of an unproductive committee ★   Unable to come to decisions ★   Revisiting the decisions multiple times ★   Chan...
causes of an unproductive committee ★   Lack of a clearly stated objective ★   Lack of milestone based deadline ★   No pro...
staying focused★    Schedule regular web meetings and stick to the schedule★    Provide regular status updates★    Provide...
stakeholder communications structure
thank you!Vanessa Turkehttp://imagexmedia.com/vanessaPresentation Resources:http://www.vanessaturke.net/ia-ux
Developing Information Architecture with Non-Technical Stakeholders
Developing Information Architecture with Non-Technical Stakeholders
Developing Information Architecture with Non-Technical Stakeholders
Developing Information Architecture with Non-Technical Stakeholders
Developing Information Architecture with Non-Technical Stakeholders
Developing Information Architecture with Non-Technical Stakeholders
Developing Information Architecture with Non-Technical Stakeholders
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.

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Developing Information Architecture with Non-Technical Stakeholders

  1. 1. 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
  2. 2. 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?
  3. 3. 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
  4. 4. 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
  5. 5. who are project stakeholders
  6. 6. identifying stakeholders
  7. 7. 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
  8. 8. 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
  9. 9. first agree on the purpose of the project
  10. 10. 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
  11. 11. 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
  12. 12. 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
  13. 13. primary audience ★ Customers/Clients ★ Organizational Members ★ Employees/Staff ★ ???
  14. 14. conducting research
  15. 15. 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
  16. 16. 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
  17. 17. information gathering tools ★ Spreadsheet ★ PowerPoint ★ Websort / Optimalsort ★ Naview ★ Usertesting.com ★ Usabilityhub ★ Google Analytics ★ Usabilla ★ SilverBack ★ IntuitionHQ ★ Custom tool
  18. 18. consulting analytics http://www.alistapart.com/articles/taking-the-guesswork-out-of-design/
  19. 19. a content audit
  20. 20. usability audit http://www.userfocus.co.uk/articles/heuristics.html
  21. 21. documenting the user experience
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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?”
  27. 27. as a [type of user] I want to [goal] so that I can [reason].
  28. 28. writing user storieshttp://blog.mountaingoatsoftware.com/advantages-of-the-as-a-user-i-want-user-story-template
  29. 29. reviewing the content life cycle
  30. 30. the 7 ‘C’s of content management
  31. 31. the 7 ‘C’s of content management1. Conception
  32. 32. the 7 ‘C’s of content management1. Conception2. Creation
  33. 33. the 7 ‘C’s of content management1. Conception2. Creation3. Categorization
  34. 34. the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation
  35. 35. the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation5. Changes
  36. 36. the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation5. Changes6. Community
  37. 37. the 7 ‘C’s of content management1. Conception2. Creation3. Categorization4. Confirmation5. Changes6. Community7. Consumption
  38. 38. organize, classify & label
  39. 39. organizing, classifying & labeling★ Identify content types★ Identify attributes & values★ Identify relationships★ Identify terms & vocabulary http://www.agiledata.org/essays/dataModeling101.html
  40. 40. 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/
  41. 41. 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/
  42. 42. example of inconsistent site-wide labels for “locations” ★ Branch ★ Store ★ Location ★ Bureaux ★ Airport locations ★ Airport branches ★ Retail locations ★ City Locations ★ Boutique storefront locations
  43. 43. designing the navigation and information model
  44. 44. 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
  45. 45. sitemap
  46. 46. 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
  47. 47. content types
  48. 48. 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
  49. 49. user roles
  50. 50. 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
  51. 51. 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”)
  52. 52. keyword search issues example: “DRESSING”
  53. 53. pattern libraries, mockups and/or proof of concept
  54. 54. creating wireframes
  55. 55. 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/
  56. 56. sketching out initial layout http://37signals.com/svn/posts/466-sketching-with-a-sharpie
  57. 57. IA deliverables ★ Content Audit ★ Data modeling: content types, relationships and taxonomy ★ Access Matrix ★ Sitemap / navigation system ★ Publishing workflow & conversion workflow ★ User Stories ★ Wireframes
  58. 58. 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!)
  59. 59. 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
  60. 60. 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
  61. 61. 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/
  62. 62. stakeholder communications structure
  63. 63. thank you!Vanessa Turkehttp://imagexmedia.com/vanessaPresentation Resources:http://www.vanessaturke.net/ia-ux

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