Tackling Complex Web Projects

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  • Tackling Complex Web Projects

    Museums and the Web 2016Sean OShea

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  • Hello!Im Sean.@sposhe / @cuberissean@cuberis.com

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  • UX Design

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    Strategy

    Advocate for the user throughout all project phases.

    Adapt project processand empower internal stakeholders

  • Building a website* is a complex endeavor.

    *or any digital experience4

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  • 1. Lay the Foundation

    2. Create Consensus & Momentum

    3. Maintain Alignment

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  • Lay the Foundation Section 1 of 3

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  • Adopting a Discovery Mindset

    Lay the Foundation

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  • A problem well stated is a problem half solved.

    Charles Kettering

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  • We need a better website.

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  • We need a better website. This is not a problem.

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  • Parable of the ElephantMany-sidedness

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  • Adopting a Discovery Mindset

    Dig deeperDont settle for your current understanding

    Take three steps backAcknowledge that proximity affects perspective

    Tap into and unify perspectivesAlign visions to align momentum

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  • Setting PreliminaryGoals

    Lay the Foundation

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  • Increase MembershipIncrease Attendance

    Reduce Info Calls

    WCAG Compliance

    Immersive Online Collection

    At-a-glance Info

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  • Setting Preliminary Goals

    Create initial North StarsThe first heading for your journey

    Dont set them in stoneContinually reassess throughout the project

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  • DefiningYour Team

    Lay the Foundation

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  • Defining Your Team

    Who is involved?Plot everyone who can or should have influence

    Set expectationsMake sure everyone understands their role

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  • Mapping YourEcosystem

    Lay the Foundation

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  • Mapping Your Ecosystem

    Include all touchpointsEvery way your audiences interact with you

    Include all integrationsEverywhere your data goes

    Look for opportunitiesReuse, new connections, path optimizations

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  • Create Consensus Section 2 of 3

    and Momentum

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  • SpectrumPolling

    Create Consensus and Momentum

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  • 1 2 3 4 5

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  • 1 2 3 4 5

    Dog CatEqually Both

    Are you a dog person or a cat person?

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  • Keep users on the site

    Get users to quality content

    Equally Both

    What is our primary goal?

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  • Keep users on the site

    Get users to quality content

    Equally Both

    What is our primary goal?

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  • Spectrum Polling

    Returns analog feedbackSolicits non-binary data

    Equalizes playing fieldQuieter voices dont get lost

    Creates ownershipStakeholders are able to retain control

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  • Personasand Empathy

    Create Consensus and Momentum

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  • [Personas enable you to] focus on a manageable and memorable cast of characters.

    Shlomo Goltz, Smashing Magazine45

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    Everyone. Not helpful.

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  • Five Types of Museum Visitors

    John Falk, Identity and the Museum Visitor Experience

    Explorers

    Facilitators

    Experience-Seekers

    Professional/Hobbyists

    Rechargers

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  • Personas

    Catalysts for empathyTool to get inside head and heart of others

    Explore segmentationsReframe how you divide folks up

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  • CardsortingCreate Consensus and Momentum

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    Cardsorting Supplies

    Note cards or sticky notes

    Sharpies/markers

    Personas

    Group of internal stakeholders.

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    Step 1

    Create two columnswants and needs

    Go over your personas

    Assign each stakeholder a persona to inhabit

    Ask what content or functionality do you need to see on the site to accomplish your goals?

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    Step 2

    Stakeholders create cards, announcing to the group as they do

    Stakeholders place cards in what they feel is the appropriate columns

    Ask stakeholders to step out of their personas back into themselves

    Is there anything missing?

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    Step 3

    Collectively, stakeholders group similar concepts or families of cards

    At the same time, they discuss if cards need to switch columns

    Have each explain the content they attributed to their persona

    Do others have anything to add?

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  • Cardsorting

    Content brainstorming methodPrioritize and qualify content

    Approach from persona and museum POVBe purposeful about switching between them

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  • Maintain Alignment Section 3 of 3

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  • Exploring withMood Boards

    Maintain Alignment

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  • Laura Franz

    http://branding.blogs.umassd.edu/2015/02/09/mood-boards/

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  • Mood Boards

    Prototyping for designLow-effort exploration of design directions

    Tool for iterationGather feedback, explore more

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  • SitemapsMaintain Alignment

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    The Three Click Rule Forget it.

  • Sitemaps

    Approach from users POVCheck your institutional baggage

    Be wary of anecdotal evidenceBackup with research

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  • Lo-Fi PagePrototyping

    Maintain Alignment

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    Page Prototyping Supplies

    Note cards or sticky notes

    Sharpies/markers

    Personas

    Group of internal stakeholders.

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    Step 1

    Go over your personas

    Assign each stakeholder a persona

    to inhabit

    Ask what content or functionality

    do you need to see on this page to accomplish your goals?

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    Step 2

    Stakeholders create cards,

    announcing to the group as they do

    Ask stakeholders to step out of

    their personas back into

    themselves

    Is there anything missing?

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    Step 3

    Prune content that is better suited

    to a different location on the site.

    If this is the homepage, think of it

    as your 30s elevator pitch.

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    Step 4

    Decide where on the page content

    should live.

    At the top? Middle? Bottom?

    Group content that might coexist.

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  • Lo-Fi Page Prototyping

    Approach from persona and museum POVBe purposeful about switching between them

    Remember to pruneNo one page should do all the heavy lifting for your site.

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    Project Roadmap

    Laying the Foundation

    Discovery Mindset

    Preliminary Goals

    Defining Your Team

    Ecosystem Maps

    Consensus and Momentum

    Spectrum Polling

    Personas

    Cardsorting

    Maintaining Alignment

    Mood Boards

    Sitemaps

    Lofi Page Prototyping

  • Thanks!

    Follow-Up & Feedback@sposhe / @cuberissean@cuberis.comray@cuberis.com

    Resources & Slidescuberis.com/mw2016

    Special ThanksEmily Lytle-Painter

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