spread it, split it & stack it - 3 methods for qualifying content

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Ever find yourself staring at a blank sheet of paper?

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Spread it, Split it & Stack it - 3 Methods for Qualifying Content. This the presentation I gave at the 2010 Big Design Conference In Dallas

TRANSCRIPT

Page 1: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Ever find yourself staring at a blank sheet of paper?

Page 2: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Populating a page requires qualification (Same goes for a book or a website)

What is the context of this collection of stuff? What is the source of the stuff? How should it be organized? How will maintenance be managed?

Page 3: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

What is the context of this particular collection of stuff?

AudienceWho will read this?

UsefulnessWhat will they do with it?

TimelinessWhen will they be reading it?

LocationWhere will they read it?

RelevanceWhy do they care?

Context will shape the information within it

Context

Page 4: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

What is the source of the stuff?

User GeneratedReviews, Editorials, Announcements

Corporate CommunicationAnnouncements, Mandates, Programs

IndustryCompetitors, Trends

TrainingPersonal Development, Applications?

AdministrationTools, Forms?

Content

Page 5: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

How will the content be organized?

Geographically Organizationally Discipline or Skill set Posting Date Topic

Organization

Page 6: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

How will the maintenance be managed?

Automated Content Management System Content Manager Role Criteria for Content

Maintenance

Page 7: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

3 Methods of Qualifying Content*

*before you EVEN get into page layout

Stack it

Split it

Spreadit

Page 8: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

• Travelocity• Texas Instruments • Dr Pepper• Radio City Entertainment

Been there

• Art Director• Information Architect• Consultant• Speaker/Lecturer• Author

Done that

Page 9: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Spread it

Card Sorting

Page 10: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Method #3: Spread it

Card Sorting

Page 11: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

“Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.”

- Donna Spencer

This is Donna. She literally wrote the book on Card Sorting (Rosenfeld Media – 2009)

Method #3: Spread it

Page 12: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Manual Software

Method #3: Spread it

Page 13: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Open SortWhat would you call this group?

Closed SortThis group is called _______

What items would go in this group?

Method #3: Spread it

Page 14: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Once upon a time…

Method #3: Spread it

Page 15: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

• Items difficult to find• Not relevant to all users• Main content least used

Major Pain PointsMethod #3: Spread it

Page 16: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Wireframe IMethod #3: Spread it

Page 17: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Card Names & Descriptions

Method #3: Spread it

Page 18: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Card Sort UI

Method #3: Spread it

Page 19: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Card Names & Descriptions

Method #3: Spread it

Page 20: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Drag

Method #3: Spread it

Page 21: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Drop

Method #3: Spread it

Page 22: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Repeat

Method #3: Spread it

Page 23: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Repeat that bit too

Label

Method #3: Spread it

Page 24: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

If you must

Comment

Method #3: Spread it

Page 25: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

The Data

Method #3: Spread it

Page 26: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

1

3

2

3

Most used

Essentially the sa

me

Close variations

Collective trend

Trend Cloud

Method #3: Spread it

Page 27: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Wireframe II

Method #3: Spread it

Page 28: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

This I need often

This not so much

Final Development

Method #3: Spread it

Page 29: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Split it

Context Targeting

Page 30: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Cool Feature!

Goal

How closely does this feature support the goal?

Method #2: Split it

Page 31: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Extraneous

Ancillary

Corollary

Required

Method #2: Split it

First level validation of user goal upon arrival to the site

Directly supports one of the primary user goals - strategic placement

Indirectly supports primary user goals - Peripheral

Does not directly or indirectly support primary user goals - Least emphasis

Page 32: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Extraneous

Ancillary

Corollary

Required

Method #2: Split it

Page 33: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Extraneous (4)

Ancillary(3)

Corollary (2)

Required (1)

NewAncillary

Establish User-centered hierarchy of existing page elements

Establish User-centered criteria for characterizing future page elements

Gain basis for determining elements that might be placed further down the path to better use real-estate on page

Outcomes

Method #2: Split it

Page 34: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Stack it

Faceted Feature Analysis

Page 35: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Raw Material • Business Requirements Document• Field Inquiry• Brainstorm• Competitive Analysis• User Stories• Existing Features

Method #1: Stack it

Page 36: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Itemized list of

unqualified requirements

Method #1: Stack it

Make a list

Page 37: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Business ValueWhat is the importance of this feature to the business goals of the project.

Making/Saving money

Rate the list: 3 Criteria

Method #1: Stack it

Page 38: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Technical Ease of ImplementationWhat is the feasibility of the development of each feature. This can take in sophistication, amount of work or discovery.

Rate the list: 3 Criteria

Method #1: Stack it

Page 39: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

User ValueHow does this feature contribute to the goals of the user both internal and external.

Rate the list: 3 Criteria

Method #1: Stack it

Page 40: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Ratings from 1 to 5 5 being highest

Rate the list: 3 Criteria

Method #1: Stack it

Page 41: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

QUALITY

COST

TIME

USER

BUSINESS

TECH

Least Flexibility Most F

lexibi

lity

X

XX

x3 x2 x1

Create a Flexibility Matrix

Method #1: Stack it

Page 42: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Multiply the values in each column by their weight from the matrix

28

12

22

24

Sort on the weighted scores

x1 x2 x3

Map the matrix to the criteria

Method #1: Stack it

Page 43: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Effort can be mapped directly to Cost or Time

Score the list

Method #1: Stack it

Page 44: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Natural Cut-offPoint

Complete Solution

Alternative features, later phase

or discards

Sort the list

Method #1: Stack it

Page 45: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Up for Negotiation

Fine tune the list

Method #1: Stack it

Page 46: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Objectivity Using over-riding, agreed-upon constraints as the means of emphasis rather than personal influence.

So…What do you get?

Method #1: Stack it

Page 47: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Project PlanningScope and estimates provide the basis for a project plan

But wait! There’s more!

Method #1: Stack it

Page 48: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Mitigates ChurnReduces down-stream, second-guessing. There are fewer surprises.

But wait! There’s more!

Method #1: Stack it

Page 49: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

PoliticsFeatures rise or drop in the list on their own merit not because anyone knocked it down or ram-rodded it to the top.

But wait! There’s more!

Method #1: Stack it

Page 50: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

New boss

Client with 2 stated goals

• Marketing: Differentiate brands

• Business: Drive revenue

Boss’s suggestion doesn’t support goals

Can’t call boss stupid

Once upon a time…

Method #1: Stack it

Page 51: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Stack-it

Content hierarchy

Split-it

Match content to goals

Spread-it

Expectations for

content

Page 52: Spread it, Split it & Stack it - 3 Methods for Qualifying Content

Q&A