Presented at Webvisions 2013 (Portland, Barcelona and Chicago).
We live in a world of increasing complexity, time challenges and utter distractions. As designers, we're routinely called upon to create digital experiences that help reduce perceived complexity, remove unnecessary "noise" and potential frustration for our users. It's an attempt to create a bit less stress, ease decision making and perhaps even instill a bit of surprise and delight.
So what happens when you experience the same sort of chaos in your own personal life as a designer?
A perspective, or a framework, is born to tackle it.
And, of course, it's then applied to how you approach the things you create.
This presentation will share in the personal discovery that derived a framework for identifying the strategy, purpose and evaluation technique for simplifying the experiences we create.
3. @webbit
THIS PAST YEAR...
โข Loft with 3/4 walls and no doors
โข Wifeโs opposite work schedule
โข New baby & 1st time dad
โข Energetic chocolate labrador
โข Eat, sleep, work & relax in 1 room
โข New and growing clients & team
โข Teaching and speaking
โข Planning an international event (UX for Good)
oh, boy.
8. @webbit
SO, I STARTED MODELING IT
Importance
Control
Change wifeโs work schedule
Save the world
Really budget
Delegate at work
Rent out our current place
Find a new place and move
Win the lottery
Master new video game
See new movie
9. @webbit
A FEW INSIGHTS EMERGED
1. We needed to revisit our game plan
2. Everything we were doing needed to
be evaluated to ensure we were
focused in the right way
3. We were going to need some
support from friends and family
17. @webbit
Simplicity is about subtracting
the obvious and adding the
meaningful. Itโs about living
life with more enjoyment and
less pain.
โ
โ
John Maeda
The Laws of Simplicity: Design, Technology, Business, Life
Set Strategy1 2 3
20. @webbit
WHAT IS โSTRATEGYโ?
A planned, doable sequence
of actions designed to achieve
a distinct, measurable goal.
โ
โ
Howell Malham
I Have a Strategy (No You Donโt)
Set Strategy1 2 3
21. @webbit
FOUR INGREDIENTS
1. purpose
2. plan
3. sequence of actions or tactics
4. distinct, measurable goal
... wrapped in a story that tells it.
Set Strategy1 2 3
23. @webbit
THE BROCCOLI GAME (STRATEGY)
Purpose:
Help kid grow up strong and healthy.
Plan:
Prepare well-balanced dinners with
vegetables that have minerals and iron.
Sequence of actions:
Plan menu. Boil broccoli. Set table. Play game.
Distinct, measurable goal:
Kid must ingest at least 6.2 pieces of broccoli.
Set Strategy1 2 Assess & Evaluate 3 Enlist Support
24. @webbit
KIDS OR CLIENTS = SAME QUESTIONS
โข How do we disrupt the status quo?
โข How can we make the experience
delightful?
โข What motivates people to do what
they do (how and why)?
โข What are our strengths? Weaknesses?
Set Strategy1 2 3
25. @webbit
OUR ACTIONS INFORM STRATEGY
โข Get to know your stakeholders
Interview them to uncover the underlying problem and their
perspective (e.g. your spouse, partner, client, end user).
โข Examine competing forces
Know where you need to make a difference. Look at people,
organizations and other forces that have influence.
โข Get to know your โuserโ
Gather data to inform an understanding of peopleโs needs.
Set Strategy1 2 3
28. @webbit
RECOGNIZE WHERE YOU STAND
Company 4
Company 1
Company 2
Company 3
Company 5
Company 6
Competing factors set expectations.
Set Strategy1 2 3
29. @webbit
WHAT WAS MY STRATEGY?
Purpose:
Strike a better balance between our personal and professional lives.
Plan:
Rebalance my familyโs personal and professional schedules and
environment.
Sequence of actions:
Look at all responsibilities and activities. Assess with family whatโs
important. Remove or push out/away the distractors.
Distinct, measurable goal:
Move our family and rebalance our schedules before summer starts.
Set Strategy1 2 Assess & Evaluate 3 Enlist Support
30. Determine the fate of โstuffโ and align with your strategy
2. ASSESS & EVALUATE
30
31. @webbit
SO NOW WHAT?
โขFind patterns and themes
Identify behavioral patterns, gaps in the experience
and understand how you (or would) support it
โขModel what youโre finding
Organize it into related โchunksโ, determine
evaluation criteria and prioritize and define
potential measures of success
Assess & Evaluate21 3
34. @webbit
ABSTRACT TO FIND THEMES
Template 01
4 Column Asymmetrical Grid
Template 02
3 Column Symmetrical Grid
Template 03
3 Column Asymmetrical Grid
Template 04
2 Column Asymmetrical Grid
Template 05
2 Column Asymmetrical Grid
with inset Grid
Template 02
3 Column Symmetrical Grid
Template 04
4 Column Asymmetrical Grid
Template 02
3 Column Symmetrical Grid
TO TO
TO BACK TO
BACK TO
Assess & Evaluate21 3
35. @webbit
Asking โwhyโ is tricky. It
gets to the core of how
people think.
โ
โ
Bill DeRouchey
โThe Power of Whyโ
UX Week 2012
http://uxweek.com/2012/speakers/bill-derouchey/
Assess & Evaluate21 3
37. @webbit
โWHYโ UNLOCKS CRITERIA
Technical Feasibility
โบโฏ Difficulty of implementation
โบโฏ Does solution need front or back-end
coding, or both?
โบโฏ Does the solution require integration with
other systems or third-party solutions?
Resource Feasibility
โบโฏ Do we have the data and tools to do this?
โบโฏ Do we have the people to do this?
โบโฏ Is the solution cost-effective?
FEASIBILITY
Importance to the Business
โบโฏ Increases investment/conversion
โบโฏ Promotes product and brand awareness
โบโฏ Increases credibility and trust
โบโฏ Provides additional advisor value/education
Importance to the Consumer
โบโฏ Facilitates access to product information
โบโฏ Provides research and insights
โบโฏ Offers client-ready sales/education materials
โบโฏ Helps me with my business
IMPORTANCE
And everything is evaluated against it.
Assess & Evaluate21 3
38. @webbit
THE SOCK LAW Socks perform a simple
function. Whether
conservative or wacky,
matched or not, socks
do what they need to.
So with function
inherently accounted
for, its easier, more fun
and often more
memorable to leave
form to chance.
Patrick DiMichele
โ
โ
@theParanoids
Assess & Evaluate21 3
40. @webbit
APPLYING THAT TOOL
Assess & Evaluate21 3
Importance
Control
Change wifeโs work schedule
Save the world
Really budget
Delegate at work
Rent out our current place
Find a new place and move
Win the lottery
Master new video game
See new movie
41. @webbit
ORGANIZE KEY THEMES
Look for affinities across features.
Foundational Updates
โบโฏ Site structure, navigation and labeling, branding
and multi-device capability
โบโฏ Content refresh and optimization
โบโฏ Analytics program
Features/Functions
โบโฏ Document accessibility
โบโฏ Advisor site (registration required)
โบโฏ Comments/discussion and event calendar
โบโฏ Context-specific feedback
โบโฏ Targeted content and content syndication
Content
โบโฏ Thought leadership, practice management, and
client-facing content
โบโฏ Multimedia/interactive content
โบโฏ Social/community and third-party content
โบโฏ Content processes: editorial calendar, controlled
vocabulary
Tools
โบโฏ Fund finder and comparison tool, portfolio map
โบโฏ Benchmark performance and exposure analysis
โบโฏ Price performance and premium/discount charts
โบโฏ Correlation tracker and stock screener
โบโฏ Portfolio constructor/analyzer
Assess & Evaluate21 3
42. @webbit
ILLUSTRATE THE PLAN
Blend short and long term focus.
CAPABILITIES:!
โบโฏ Advisor comments and
discussion
โบโฏ Advisor site (registration
required)
โบโฏ Content syndication
โบโฏ Additional third-party
content
โบโฏ Targeted content delivery
CAPABILITIES:!
โบโฏ Tools for advisor analysis
โบโฏ Multimedia content
โบโฏ Client-facing content
โบโฏ Social media and
community content
development
โบโฏ Feedback and surveys
โบโฏ Event calendar
CAPABILITIES:!
โบโฏ Thought leadership,
research and insights
content
โบโฏ Credibility-enhancing
content (case studies, etc.)
โบโฏ Tools and processes for
content maintenance
โบโฏ Additional Contact Us/
About Us content
โบโฏ Document accessibility
โบโฏ Controlled vocabulary
CAPABILITIES:!
โบโฏ Updated site structure,
navigation and labeling
โบโฏ Refreshed design/branding
โบโฏ Mobile-friendly platform
โบโฏ Content refresh/
optimization
โบโฏ Web analytics
Assess & Evaluate21 3
43. @webbit
TIPS TO REMEMBER
โข Donโt do this on your own
Involve key decision makers in the prioritization exercise to ensure
buy-in and alignment with your goals (e.g., family, wife, kids, clients).
โข Set communication expectations EARLY
Ensure an open dialogue exists to tackle the tough decisions that youโll
have to negotiate or compromise (e.g., work schedules, planning
dinner, business budgets, tech framework, etc.).
โข Framing matters
Problems can be opportunities in disguise. It all depends on how you
frame it.
Assess & Evaluate21 3
44. Build support and advocacy within your team/company
3. ENLIST SUPPORT
44
45. @webbit
SO NOW WHAT?
โข Seek out advocates and enlist others
Who are your supporters? Those on the fence? Move them.
โข Align incentives with desired outcome
What does success look like (e.g., for you, your family, team
members, clients)?
โข Communicate & share the direction
How do we socialize it with others?
Enlist Support31 2
48. @webbit
I ask the employees to do
it [set their goals] once a
year, to publish it and
make it transparent for all
the other employees. To
take those five questions
and constantly think
about where we are
positionally.
Marc
Benioff
CEO, Salesforce.com
http://www.endeavor.org/blog/marc-benioff-keynote/
โ
โ
Enlist Support31 2
51. @webbit
NOT GONNA LIE, THE REALLY HARD PART
โขKnow what you value (and why)
โขBe prepared and willing to move
aside less valuable things
โขUnderstand the risk of not doing
what youโve pushed aside
โขTell a great story to get buy-in
52. @webbit
Out of clutter, FIND SIMPLICITY.
From discord, FIND HARMONY.
In the middle of difficulty LIES OPPORTUNITY.
โ
โ
Albert
Einstein
53. @webbit
CONTINUING MY JOURNEY...
โ Adjusted my wifeโs work schedule
โ Taught a new class
โ Gave 3 new talks
โ Built walls and doors in the loft
โ Planned an international UX for Good event
โ Found renters for the loft
โ Moved into a new house
... and enjoying a renewed focus and balance!