Tackling Complex Web Projects
Museums and the Web 2016Sean O’Shea
1
UX Design
3
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
5
1. Lay the Foundation
2. Create Consensus & Momentum
3. Maintain Alignment
6
Lay the Foundation— Section 1 of 3 —
7
Adopting a Discovery Mindset
Lay the Foundation
8
“A problem well stated is a problem half solved.”
Charles Kettering
9
We need a better website.
10
We need a better website.↑ This is not a problem.
11
Parable of the Elephant“Many-sidedness”
12
Adopting a Discovery Mindset
Dig deeperDon’t settle for your current understanding
Take three steps backAcknowledge that proximity affects perspective
Tap into and unify perspectivesAlign visions to align momentum
13
Setting PreliminaryGoals
Lay the Foundation
14
Increase MembershipIncrease Attendance
Reduce Info Calls
WCAG Compliance
Immersive Online Collection
At-a-glance Info
17
Setting Preliminary Goals
Create initial North StarsThe first heading for your journey
Don’t set them in stoneContinually reassess throughout the project
18
19
DefiningYour Team
Lay the Foundation
20
25
Defining Your Team
Who is involved?Plot everyone who can or should have influence
Set expectationsMake sure everyone understands their role
26
27
Mapping YourEcosystem
Lay the Foundation
28
29
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
31
32
Create Consensus— Section 2 of 3 —
and Momentum
33
34
SpectrumPolling
Create Consensus and Momentum
35
1 2 3 4 5
36
1 2 3 4 5
Dog CatEqually Both
Are you a dog person or a cat person?
37
Keep users on the site
Get users to quality content
Equally Both
What is our primary goal?
38
Keep users on the site
Get users to quality content
Equally Both
What is our primary goal?
39
40
41
Spectrum Polling
Returns analog feedbackSolicits non-binary data
Equalizes playing fieldQuieter voices don’t get lost
Creates ownershipStakeholders are able to retain control
42
43
Personasand Empathy
Create Consensus and Momentum
44
“[Personas enable you to] focus on a manageable and memorable cast of characters.”
Shlomo Goltz, Smashing Magazine45
46
48
Everyone.↑ Not helpful.
49
Five Types of Museum Visitors
— John Falk, Identity and the Museum Visitor Experience
Explorers
Facilitators
Experience-Seekers
Professional/Hobbyists
Rechargers
50
Personas
Catalysts for empathyTool to get inside head and heart of others
Explore segmentationsReframe how you divide folks up
51
52
CardsortingCreate Consensus and Momentum
53
54
Cardsorting Supplies
Note cards or sticky notes
Sharpies/markers
Personas
Group of internal stakeholders.
55
Step 1
Create two columns—wants 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”?
56
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?
57
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?
58
Cardsorting
Content brainstorming methodPrioritize and qualify content
Approach from persona and museum POVBe purposeful about switching between them
59
60
Maintain Alignment— Section 3 of 3 —
61
Exploring withMood Boards
Maintain Alignment
62
— Laura Franz
http://branding.blogs.umassd.edu/2015/02/09/mood-boards/
63
64
Mood Boards
Prototyping for designLow-effort exploration of design directions
Tool for iterationGather feedback, explore more
68
69
SitemapsMaintain Alignment
70
71
72
73
74
76
The Three Click Rule↑ Forget it.
Sitemaps
Approach from users’ POVCheck your institutional baggage
Be wary of anecdotal evidenceBackup with research
77
78
Lo-Fi PagePrototyping
Maintain Alignment
79
80
Page Prototyping Supplies
Note cards or sticky notes
Sharpies/markers
Personas
Group of internal stakeholders.
81
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”?
82
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?
83
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.
84
Step 4
Decide where on the page content
should live.
At the top? Middle? Bottom?
Group content that might coexist.
86
87
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.
88
89
90
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 / @[email protected]@cuberis.com
Resources & Slidescuberis.com/mw2016
Special ThanksEmily Lytle-Painter
91
Recommended
