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  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Photo this. You’ve joined a club at your business that ’s designing innovative product attributes with an emphasis on technology or AI. Or your business has really implemented a personalization website. Either approach, you’re designing with information. Then what? When it comes to designing for personalization, there are many warning stories, no immediately achievement, and some guidelines for the baffled.

    Between the dream of getting it right and the fear of it going wrong—like when we encounter “persofails ” in the spirit of a company regularly imploring everyday users to buy additional potty seats—the personalization difference is real. It’s an particularly confusing place to be a modern competent without a chart, a map, or a plan.

    For those of you venturing into customisation, there’s no Lonely Planet and some tour guides because powerful personalization is so specific to each organization’s talent, technology, and market place.

    But you can ensure that your group has packed its carriers rationally.

    There’s a DIY method to increase your chances for victory. At least, you’ll relieve your boss’s foolish excitement. Before the gathering you’ll needed to successfully plan.

    We call it prepersonalization.

    Behind the audio

    Acquire Spotify’s DJ element, which debuted this past year.

    We’re used to seeing the polished final outcome of a personalization have. Before the year-end prize, the making-of story, or the behind-the-scenes success shoulder, a personalized have had to be conceived, budgeted, and valued. Before any customisation have goes live in your product or service, it lives amid a delay of valuable ideas for expressing consumer experiences more automatically.

    So how do you know where to place your personalization bets? How do you design consistent interactions that won’t trip up users or—worse—breed mistrust? We’ve found that for many budgeted programs to justify their ongoing investments, they first needed one or more workshops to convene key stakeholders and internal customers of the technology. Make yours count.

    ​ From Big Tech to fledgling startups, we’ve seen the same evolution up close with our clients. In our experiences with working on small and large personalization efforts, a program’s ultimate track record—and its ability to weather tough questions, work steadily toward shared answers, and organize its design and technology efforts—turns on how effectively these prepersonalization activities play out.

    Time and again, we’ve seen effective workshops separate future success stories from unsuccessful efforts, saving countless time, resources, and collective well-being in the process.

    A personalization practice involves a multiyear effort of testing and feature development. It’s not a switch-flip moment in your tech stack. It’s best managed as a backlog that often evolves through three steps:

    1. customer experience optimization ( CXO, also known as A/B testing or experimentation )
    2. always-on automations ( whether rules-based or machine-generated )
    3. mature features or standalone product development ( such as Spotify’s DJ experience )

    This is why we created our progressive personalization framework and why we’re field-testing an accompanying deck of cards: we believe that there’s a base grammar, a set of “nouns and verbs ” that your organization can use to design experiences that are customized, personalized, or automated. You won’t need these cards. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set your kitchen timer

    How long does it take to cook up a prepersonalization workshop? The surrounding assessment activities that we recommend including can ( and often do ) span weeks. For the core workshop, we recommend aiming for two to three days. Here’s a summary of our broader approach along with details on the essential first-day activities.

    The full arc of the wider workshop is threefold:

    1. Kickstart: This sets the terms of engagement as you focus on the opportunity as well as the readiness and drive of your team and your leadership. .
    2. Plan your work: This is the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
    3. Work your plan: This phase is all about creating a competitive environment for team participants to individually pitch their own pilots that each contain a proof-of-concept project, its business case, and its operating model.

    Give yourself at least a day, split into two large time blocks, to power through a concentrated version of those first two phases.

    Kickstart: Whet your appetite

    We call the first lesson the “landscape of connected experience. ” It explores the personalization possibilities in your organization. A connected experience, in our parlance, is any UX requiring the orchestration of multiple systems of record on the backend. This could be a content-management system combined with a marketing-automation platform. It could be a digital-asset manager combined with a customer-data platform.

    Spark conversation by naming consumer examples and business-to-business examples of connected experience interactions that you admire, find familiar, or even dislike. This should cover a representative range of personalization patterns, including automated app-based interactions ( such as onboarding sequences or wizards ), notifications, and recommenders. We have a catalog of these in the cards. Here’s a list of 142 different interactions to jog your thinking.

    This is all about setting the table. What are the possible paths for the practice in your organization? If you want a broader view, here ’s a long-form primer and a strategic framework.

    Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature ( or something similar ). In our cards, we divide connected experiences into five levels: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to focus the conversation on the merits of ongoing investment as well as the gap between what you deliver today and what you want to deliver in the future.

    Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is critical because it emphasizes how personalization can not only help your external customers but also affect your own ways of working. It’s also a reminder ( which is why we used the word argument earlier ) of the broader effort beyond these tactical interventions.

    Each team member should vote on where they see your product or service putting its emphasis. Naturally, you can’t prioritize all of them. The intention here is to flesh out how different departments may view their own upsides to the effort, which can vary from one to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

    The third and final kickstart activity is about naming your personalization gap. Is your customer journey well documented? Will data and privacy compliance be too big of a challenge? Do you have content metadata needs that you have to address? ( We’re pretty sure that you do: it ’s just a matter of recognizing the relative size of that need and its remedy. ) In our cards, we’ve noted a number of program risks, including common team dispositions. Our Detractor card, for example, lists six stakeholder behaviors that hinder progress.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential barriers to your future progress. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. As studies have shown, personalization efforts face many common barriers.

    At this point, you ’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? Good—you’re ready to continue.

    Hit that test kitchen

    Next, let’s look at what you’ll need to bring your personalization recipes to life. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. Their capabilities are sweeping and powerful, and they present broad options for how your organization can conduct its activities. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s important here is to avoid treating the installed software like it were a dream kitchen from some fantasy remodeling project ( as one of our client executives memorably put it ). These software engines are more like test kitchens where your team can begin devising, tasting, and refining the snacks and meals that will become a part of your personalization program’s regularly evolving menu.

    The ultimate menu of the prioritized backlog will come together over the course of the workshop. And creating “dishes ” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

    The dishes will come from recipes, and those recipes have set ingredients.

    Verify your ingredients

    Like a good product manager, you’ll make sure—andyou’ll validate with the right stakeholders present—that you have all the ingredients on hand to cook up your desired interaction ( or that you can work out what needs to be added to your pantry ). These ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together.

    This is n’t just about discovering requirements. Documenting your personalizations as a series of if-then statements lets the team:

    1. compare findings toward a unified approach for developing features, not unlike when artists paint with the same palette;
    2. specify a consistent set of interactions that users find uniform or familiar;
    3. and develop parity across performance measurements and key performance indicators too.

    This helps you streamline your designs and your technical efforts while you deliver a shared palette of core motifs of your personalized or automated experience.

    Compose your recipe

    What ingredients are important to you? Think of a who-what-when-why construct:

    • Who are your key audience segments or groups?
    • What kind of content will you give them, in what design elements, and under what circumstances?
    • And for which business and user benefits?

    We first developed these cards and card categories five years ago. We regularly play-test their fit with conference audiences and clients. And we still encounter new possibilities. But they all follow an underlying who-what-when-why logic.

    Here are three examples for a subscription-based reading app, which you can generally follow along with right to left in the cards in the accompanying photo below.

    1. Nurture personalization: When a guest or an unknown visitor interacts with a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
    2. Welcome automation: When there’s a newly registered user, an email is generated to call out the breadth of the content catalog and to make them a happier subscriber.
    3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

    A useful preworkshop activity may be to think through a first draft of what these cards might be for your organization, although we’ve also found that this process sometimes flows best through cocreating the recipes themselves. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

    You can think of the later stages of the workshop as moving from recipes toward a cookbook in focus—like a more nuanced customer-journey mapping. Individual “cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

    Better kitchens require better architecture

    Simplifying a customer experience is a complicated effort for those who are inside delivering it. Beware anyone who says otherwise. With that being said, “Complicated problems can be hard to solve, but they are addressable with rules and recipes. ”

    When personalization becomes a laugh line, it ’s because a team is overfitting: they aren’t designing with their best data. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. Your AI’s output quality, for example, is indeed limited by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

    You can definitely stand the heat …

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a disciplined and highly collaborative approach will bring about the necessary focus and intention to succeed. So banish the dream kitchen. Instead, hit the test kitchen to save time, preserve job satisfaction and security, and safely dispense with the fanciful ideas that originate upstairs of the doers in your organization. There are meals to serve and mouths to feed.

    This workshop framework gives you a fighting shot at lasting success as well as sound beginnings. Wiring up your information layer is n’t an overnight affair. But if you use the same cookbook and shared recipes, you’ll have solid footing for success. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    While there are associated costs toward investing in this kind of technology and product design, your ability to size up and confront your unique situation and your digital capabilities is time well spent. Don’t squander it. The proof, as they say, is in the pudding.

  • User Research Is Storytelling

    User Research Is Storytelling

    Ever since I was a child, I’ve been fascinated with shows. I loved the figures and the excitement—but most of all the reports. I wanted to be an actor. And I believed that I’d get to do the things that Indiana Jones did and go on interesting activities. I also dreamed up suggestions for videos that my friends and I could render and sun in. But they never went any farther. I did, however, end up working in user experience ( UX). Today, I realize that there’s an element of drama to UX— I had n’t actually considered it before, but consumer research is story. And to get the most out of consumer research, you need to show a good account where you bring stakeholders—the solution team and choice makers—along and getting them interested in learning more.

    Think of your favorite film. More than likely it follows a three-act framework that ’s frequently seen in story: the layout, the fight, and the quality. The second act shows what exists now, and it helps you get to know the characters and the challenges and problems that they face. Act two introduces the fight, where the action is. Here, difficulties grow or get worse. And the third and final work is the solution. This is where the issues are resolved and the figures learn and change. I believe that this architecture is also a great way to think about customer study, and I think that it can be particularly helpful in explaining person exploration to others.

    Use story as a framework to complete research

    It’s sad to say, but many have come to view studies as being inconsequential. If finances or timelines are small, analysis tends to be one of the first points to go. Instead of investing in research, some product managers rely on designers or—worse—their own opinion to make the “right ” choices for users based on their experience or accepted best practices. That may get clubs some of the way, but that approach is so quickly miss out on solving people ’ real problems. To be user-centered, this is something we really avoid. User studies puts style. It keeps it on trail, pointing to problems and opportunities. Being aware of the issues with your product and reacting to them can help you stay ahead of your competition.

    In the three-act structure, each action corresponds to a part of the process, and each part is important to telling the whole story. Let’s look at the different functions and how they align with customer study.

    Act one: installation

    The layout is all about understanding the history, and that ’s where basic research comes in. Basic research ( also called conceptual, discovery, or original research ) helps you understand people and identify their problems. You’re learning about what exists now, the obstacles people have, and how the problems affect them—just like in the videos. To do basic research, you may conduct cultural inquiries or journal studies ( or both! ), which can help you start to identify issues as well as opportunities. It does n’t need to be a great expense in time or money.

    Erika Hall writes about minimum practical anthropology, which can be as easy as spending 15 minutes with a customer and asking them one point: ‘Walk me through your day yesterday. ’ That’s it. Present that one request. Shut up and listen to them for 15 minutes. Do your damndest to keep yourself and your interests out of it. Bam, you’re doing ethnography. ” According to Hall,[ This ] will probably prove quite illuminating. In the highly unlikely case that you did n’t learn anything new or useful, carry on with enhanced confidence in your direction. ”

    This makes total sense to me. And I love that this makes user research so accessible. You don’t need to prepare a lot of documentation; you can just recruit participants and do it! This can yield a wealth of information about your users, and it’ll help you better understand them and what’s going on in their lives. That’s really what act one is all about: understanding where users are coming from.

    Jared Spool talks about the importance of foundational research and how it should form the bulk of your research. If you can draw from any additional user data that you can get your hands on, such as surveys or analytics, that can supplement what you ’ve heard in the foundational studies or even point to areas that need further investigation. Together, all this data paints a clearer picture of the state of things and all its shortcomings. And that ’s the beginning of a compelling story. It’s the point in the plot where you realize that the main characters—or the users in this case—are facing challenges that they need to overcome. Like in the movies, this is where you start to build empathy for the characters and root for them to succeed. And hopefully stakeholders are now doing the same. Their sympathy may be with their business, which could be losing money because users can’t complete certain tasks. Or maybe they do empathize with users ’ struggles. Either way, act one is your initial hook to get the stakeholders interested and invested.

    Once stakeholders begin to understand the value of foundational research, that can open doors to more opportunities that involve users in the decision-making process. And that can guide product teams toward being more user-centered. This benefits everyone—users, the product, and stakeholders. It’s like winning an Oscar in movie terms—it often leads to your product being well received and successful. And this can be an incentive for stakeholders to repeat this process with other products. Storytelling is the key to this process, and knowing how to tell a good story is the only way to get stakeholders to really care about doing more research.

    This brings us to act two, where you iteratively evaluate a design or concept to see whether it addresses the issues.

    Act two: conflict

    Act two is all about digging deeper into the problems that you identified in act one. This usually involves directional research, such as usability tests, where you assess a potential solution ( such as a design ) to see whether it addresses the issues that you found. The issues could include unmet needs or problems with a flow or process that ’s tripping users up. Like act two in a movie, more issues will crop up along the way. It’s here that you learn more about the characters as they grow and develop through this act.

    Usability tests should typically include around five participants according to Jakob Nielsen, who found that that number of users can usually identify most of the problems: “As you add more and more users, you learn less and less because you will keep seeing the same things again and again… After the fifth user, you are wasting your time by observing the same findings repeatedly but not learning much new. ”

    There are parallels with storytelling here too; if you try to tell a story with too many characters, the plot may get lost. Having fewer participants means that each user’s struggles will be more memorable and easier to relay to other stakeholders when talking about the research. This can help convey the issues that need to be addressed while also highlighting the value of doing the research in the first place.

    Researchers have run usability tests in person for decades, but you can also conduct usability tests remotely using tools like Microsoft Teams, Zoom, or other teleconferencing software. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You can think of in-person usability tests like going to a play and remote sessions as more like watching a movie. There are advantages and disadvantages to each. In-person usability research is a much richer experience. Stakeholders can experience the sessions with other stakeholders. You also get real-time reactions—including surprise, agreement, disagreement, and discussions about what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors ’ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

    If in-person usability testing is like watching a play—staged and controlled—then conducting usability testing in the field is like immersive theater where any two sessions might be very different from one another. You can take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can go out to meet users at their location to do your research. With either option, you get to see how things work in context, things come up that would n’t have in a lab environment—and conversion can shift in entirely different directions. As researchers, you have less control over how these sessions go, but this can sometimes help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests provide another level of detail that ’s often missing from remote usability tests.

    That’s not to say that the “movies ”—remote sessions—aren’t a good option. Remote sessions can reach a wider audience. They allow a lot more stakeholders to be involved in the research and to see what’s going on. And they open the doors to a much wider geographical pool of users. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

    The benefit of usability testing, whether remote or in person, is that you get to see real users interact with the designs in real time, and you can ask them questions to understand their thought processes and grasp of the solution. This can help you not only identify problems but also glean why they’re problems in the first place. Furthermore, you can test hypotheses and gauge whether your thinking is correct. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. Act two is the heart of the story—where the excitement is—but there can be surprises too. This is equally true of usability tests. Often, participants will say unexpected things, which change the way that you look at things —and these twists in the story can move things in new directions.

    Unfortunately, user research is sometimes seen as expendable. And too often usability testing is the only research process that some stakeholders think that they ever need. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users ( foundational research ), there’s not much to be gained by doing usability testing in the first place. That’s because you’re narrowing the focus of what you’re getting feedback on, without understanding the users ‘ needs. As a result, there’s no way of knowing whether the designs might solve a problem that users have. It’s only feedback on a particular design in the context of a usability test.

    On the other hand, if you only do foundational research, while you might have set out to solve the right problem, you won’t know whether the thing that you’re building will actually solve that. This illustrates the importance of doing both foundational and directional research.

    In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can help motivate stakeholders to address the issues that come up.

    Act three: resolution

    While the first two acts are about understanding the background and the tensions that can propel stakeholders into action, the third part is about resolving the problems from the first two acts. While it ’s important to have an audience for the first two acts, it ’s crucial that they stick around for the final act. That means the whole product team, including developers, UX practitioners, business analysts, delivery managers, product managers, and any other stakeholders that have a say in the next steps. It allows the whole team to hear users ’ feedback together, ask questions, and discuss what’s possible within the project’s constraints. And it lets the UX research and design teams clarify, suggest alternatives, or give more context behind their decisions. So you can get everyone on the same page and get agreement on the way forward.

    This act is mostly told in voiceover with some audience participation. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They give the stakeholders their recommendations and their guidance on creating this vision.

    Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. “The most effective presenters use the same techniques as great storytellers: By reminding people of the status quo and then revealing the path to a better way, they set up a conflict that needs to be resolved, ” writes Duarte. “That tension helps them persuade the audience to adopt a new mindset or behave differently. ”

    This type of structure aligns well with research results, and particularly results from usability tests. It provides evidence for “what is ”—the problems that you ’ve identified. And “what could be”—your recommendations on how to address them. And so on and so forth.

    You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be visual, like quick mockups of how a new design could look that solves a problem. These can help generate conversation and momentum. And this continues until the end of the session when you ’ve wrapped everything up in the conclusion by summarizing the main issues and suggesting a way forward. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. This stage gives stakeholders the next steps and hopefully the momentum to take those steps!

    While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. All the elements of a good story are there in the three-act structure of user research:

      Act one: You meet the protagonists ( the users ) and the antagonists ( the problems affecting users ). This is the beginning of the plot. In act one, researchers might use methods including contextual inquiry, ethnography, diary studies, surveys, and analytics. The output of these methods can include personas, empathy maps, user journeys, and analytics dashboards.
    • Act two: Next, there’s character development. There’s conflict and tension as the protagonists encounter problems and challenges, which they must overcome. In act two, researchers might use methods including usability testing, competitive benchmarking, and heuristics evaluation. The output of these can include usability findings reports, UX strategy documents, usability guidelines, and best practices.
      Act three: The protagonists triumph and you see what a better future looks like. In act three, researchers may use methods including presentation decks, storytelling, and digital media. The output of these can be: presentation decks, video clips, audio clips, and pictures.

    The researcher has multiple roles: they’re the storyteller, the director, and the producer. The participants have a small role, but they are significant characters ( in the research ). And the stakeholders are the audience. But the most important thing is to get the story right and to use storytelling to tell users ’ stories through research. By the end, the stakeholders should walk away with a purpose and an eagerness to resolve the product’s ills.

    So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you ’ve done, think about how you can weave in some storytelling. Ultimately, user research is a win-win for everyone, and you just need to get stakeholders interested in how the story ends.

  • From Beta to Bedrock: Build Products that Stick.

    From Beta to Bedrock: Build Products that Stick.

    As a solution contractor over too many years to explain, I’ve lost count of the number of days I’ve seen promising suggestions go from zero to warrior in a few days, only to fade out within months.

    Financial items, which is the area I work in, are no exception. With people’s true hard-earned money on the line, person objectives running high, and a crowded industry, it’s tempting to put as many functions at the ceiling as possible and expect something sticks. But this strategy is a recipe for disaster. Here’s why:

    The perils of feature-first growth

    When you start building a financial product from the ground up, or are migrating existing client expeditions from paper or phone channels onto online bank or mobile software, it’s easy to get caught up in the pleasure of creating new functions. You might think,” If I can only add one more thing that solves this particular person trouble, they’ll love me! ” But what happens when you ultimately hit a barrier because the narcs (your safety group! ) don’t like it? When a hard-fought have isn’t as common as you thought, or it breaks due to unforeseen difficulty?

    This is where the concept of Minimum Viable Product ( MVP ) comes in. Jason Fried’s text Getting True and his audio Overhaul usually touch on this idea, even if he does n’t often call it that. An MVP is a product that provides just enough significance to your users to keep them engaged, but not so much that it becomes overwhelming or difficult to maintain. It sounds like an easy concept but it requires a razor sharp eye, a ruthless edge and having the courage to stick by your opinion because it is easy to be seduced by “the Columbo Effect”… when there’s always “just one more thing … ” that someone wants to add.

    The problem with most fund apps, however, is that they often become a mirror of the domestic politics of the business rather than an encounter entirely designed around the consumer. This means that the focus is on delivering as many features and functionalities as possible to satisfy the needs and desires of competing internal departments, rather than providing a clear value proposition that is focused on what the people out there in the real world want. As a result, these products can very easily bloat to become a mixed bag of confusing, unrelated and ultimately unlovable customer experiences—a feature salad, you might say.

    The importance of bedrock

    So what’s a better approach? How can we build products that are stable, user-friendly, and—most importantly—stick?

    That’s where the concept of “bedrock” comes in. Bedrock is the core element of your product that truly matters to users. It’s the fundamental building block that provides value and stays relevant over time.

    In the world of retail banking, which is where I work, the bedrock has got to be in and around the regular servicing journeys. People open their current account once in a blue moon but they look at it every day. They sign up for a credit card every year or two, but they check their balance and pay their bill at least once a month.

    Identifying the core tasks that people want to do and then relentlessly striving to make them easy to do, dependable, and trustworthy is where the gravy’s at.

    But how do you get to bedrock? By focusing on the” MVP” approach, prioritizing simplicity, and iterating towards a clear value proposition. This means cutting out unnecessary features and focusing on delivering real value to your users.

    It also means having some guts, because your colleagues might not always instantly share your vision to start with. And controversially, sometimes it can even mean making it clear to customers that you’re not going to come to their house and make their dinner. The occasional “opinionated user interface design ” ( i. e. clunky workaround for edge cases ) might sometimes be what you need to use to test a concept or buy you space to work on something more important.

    Practical strategies for building financial products that stick

    So what are the key strategies I’ve learned from my own experience and research?

    1. Start with a clear “why”: What problem are you trying to solve? For whom? Make sure your mission is crystal clear before building anything. Make sure it aligns with your company ’s objectives, too.
    2. Focus on a single, core feature and obsess on getting that right before moving on to something else: Resist the temptation to add too many features at once. Instead, choose one that delivers real value and iterate from there.
    3. Prioritize simplicity over complexity: Less is often more when it comes to financial products. Cut out unnecessary bells and whistles and keep the focus on what matters most.
    4. Embrace continuous iteration: Bedrock isn’t a fixed destination—it’s a dynamic process. Continuously gather user feedback, refine your product, and iterate towards that bedrock state.
    5. Stop, look and listen: Don’t just test your product as part of your delivery process—test it repeatedly in the field. Use it yourself. Run A/B tests. Gather user feedback. Talk to people who use it, and refine accordingly.

    The bedrock paradox

    There’s an interesting paradox at play here: building towards bedrock means sacrificing some short-term growth potential in favour of long-term stability. But the payoff is worth it—products built with a focus on bedrock will outlast and outperform their competitors, and deliver sustained value to users over time.

    So, how do you start your journey towards bedrock? Take it one step at a time. Start by identifying those core elements that truly matter to your users. Focus on building and refining a single, powerful feature that delivers real value. And above all, test obsessively—for, in the words of Abraham Lincoln, Alan Kay, or Peter Drucker ( whomever you believe! ! ), “The best way to predict the future is to create it. ”

  • The Last of Us Season 2 Episode 3 Review: Picking Up the Pieces

    The Last of Us Season 2 Episode 3 Review: Picking Up the Pieces

    This assessment contains trailers for The Last of Us season 2 show 3. Last month, The Last of Us delivered an event full of season-finale quality emotional stress. Abby ( Kaitlyn Dever ) got her revenge on Joel ( Pedro Pascal ) and Jackson survived an attack by infected all within one action-packed episode. It may seem daunting to [ … ]

    The blog The Last of Us Season 2 Episode 3 Review: Picking Up the Pieces appeared first on Den of Geek.

    Warning: contains trailers for Doctor Who set 15 show 3 “The Well”.

    The first time the Doctor survived the malicious object on Planet Midnight, he was n’t able to accurately show Donna Noble what it was, or whether it was still intact. Thousands of centuries later, after his second meeting with the mysterious force in new show “The Well”, the Doctor told Belinda unequivocally that it had gone and that they were healthy.

    Well, the Doctor lies, but apparently here, he just was n’t paying enough attention to know that he was bad. One tiny, very-easy-to-miss detail in “The Well ” reveals a secret about the “Midnight ” monster ( listed as “It Has No Name” as played by Who creature actor Paul Kasey on IMDb), namely: there’s more than one of them.

    cnx. command. push(function( ) {cnx({playerId:” 106e33c0-3911-473c-b599-b1426db57530″ ,}). render ( “0270c398a82f44f49c23c16122516796” ); });

    We know that the thing attaches itself parasitically to a network, and when that number is killed, it jumps to the predator. That’s how colony base cook Aliss ( Rose Ayling-Ellis ) ended up with the entity permanently behind her back, after she murdered her infected best friend in self-defence. The Doctor’s mercury-reflection plan got the monster off Aliss ’ back without killing her, after which point we understood that it chased the gang and attached itself to Belinda, who could hear its malevolent whispers at her ear.

    Troop leader Shayla ( Caoilfhionn Dunne ) heroically volunteered to ‘kill ’ Belinda with a tricky shot through the heart that, if carried out with enough precision, would prove non-fatal, and thereby attract the creature to attach itself to her. The plan worked and Shayla sacrificed herself by jumping with the demon into the miles-deep me wheel, killing them both. Job done?

    Half. Just before Belinda’s disease was discovered, a small detail suggests that one of the animals had previously escaped. Look at the lift section when Aliss and Troopers Seven and Nine are in ready to get transported to health. Shayla ordered two soldiers to visit Aliss, meaning there are only three individuals in the pull, but the screen counts four.

    Screengrab of a lift panel read-out from Doctor Who episode "The Well"
    Screengrab of a scene of space troopers running around and three people in a lift from Doctor Who episode "The Well"

    Is one of those Soldiers infected with an unseen thing that the elevate weight system is able to find? ( Aliss can’t become infected because the Soldiers are standing directly behind her, which would make them vulnerable to attack. ) Are they able to learn its whispers because of their hi-tech place helmets, just as Aliss being blind made her unable to discover it on the colony base?

    In the episode’s closing scene, after Trooper Mo ( Bethany Antonia ) has been debriefed by Mrs Flood disguised as a space mining corp leader, Mo’ s partner appears to see a display of something identical behind her again, just like Belinda saw behind Aliss. That suggests at least one thing left Planet 6-7-6-7 after Shayla’s devotion. If one now went off in the lift riffing on a Trooper, then it could already be two out there.

    Unless, you know, the lift screen reading is just a generation mistake caused by brain freeze due to the extreme cold of the episode’s Welsh quarry night shoot, but certainly that would have been fixed in post by then? If there was a thing in that pull, let’ s hope that Aliss really did get home safely to her child …

    Doctor Who continues with “Lucky Day ” on Saturday May 3 on BBC One and iPlayer in the UK and on Disney + around the world.

    The post Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well ” appeared first on Den of Geek.

  • The Last of Us Season 2: Who Are the Seraphites?

    The Last of Us Season 2: Who Are the Seraphites?

    This article contains spoilers for HBO’s The Last of Us winter 2 show 3 and The Last of Us Part II Episode 3 of The Last of Us winter 2 has introduced viewers to yet another party in this world, providing a look back at what kinds of people call post-apocalyptic Seattle house. We know [ … ]

    The blog The Last of Us Season 2: Who Are the Seraphites? appeared primary on Den of Geek.

    Warning: contains trailers for Doctor Who set 15 show 3 “The Well”.

    The first time the Doctor survived the malicious object on Planet Midnight, he was n’t able to accurately show Donna Noble what it was, or whether it was still intact. Thousands of centuries later, after his second meeting with the mysterious force in new show “The Well”, the Doctor told Belinda unequivocally that it had gone and that they were healthy.

    Well, the Doctor lies, but apparently here, he just was n’t paying enough attention to know that he was bad. One tiny, very-easy-to-miss detail in “The Well ” reveals a secret about the “Midnight ” monster ( listed as “It Has No Name” as played by Who creature actor Paul Kasey on IMDb), namely: there’s more than one of them.

    cnx. command. push(function( ) {cnx({playerId:” 106e33c0-3911-473c-b599-b1426db57530″ ,}). render ( “0270c398a82f44f49c23c16122516796” ); });

    We know that the thing attaches itself parasitically to a network, and when that number is killed, it jumps to the predator. That’s how colony base cook Aliss ( Rose Ayling-Ellis ) ended up with the entity permanently behind her back, after she murdered her infected best friend in self-defence. The Doctor’s mercury-reflection plan got the monster off Aliss ’ back without killing her, after which point we understood that it chased the gang and attached itself to Belinda, who could hear its malevolent whispers at her ear.

    Troop leader Shayla ( Caoilfhionn Dunne ) heroically volunteered to ‘kill ’ Belinda with a tricky shot through the heart that, if carried out with enough precision, would prove non-fatal, and thereby attract the creature to attach itself to her. The plan worked and Shayla sacrificed herself by jumping with the demon into the miles-deep me wheel, killing them both. Job done?

    Largely. Just before Belinda’s illness was discovered, a small detail suggests that one of the animals had now escaped. Look at the lift section when Aliss and Troopers Seven and Nine are in ready to get transported to health. Shayla ordered two soldiers to visit Aliss, meaning there are only three individuals in the pull, but the screen counts four.

    Screengrab of a lift panel read-out from Doctor Who episode "The Well"
    Screengrab of a scene of space troopers running around and three people in a lift from Doctor Who episode "The Well"

    Is one of those Soldiers infected with an unseen thing that the elevate weight system is able to find? ( Aliss can’t become infected because the Soldiers are standing directly behind her, which would make them vulnerable to attack. ) Are they able to learn its whispers because of their hi-tech place helmets, just as Aliss being blind made her unable to discover it on the colony base?

    In the episode’s closing scene, after Trooper Mo ( Bethany Antonia ) has been debriefed by Mrs Flood disguised as a space mining corp leader, Mo’ s partner appears to see a display of things identical behind her again, just like Belinda saw behind Aliss. That suggests at least one thing left Planet 6-7-6-7 after Shayla’s devotion. If one now went off in the lift riffing on a Trooper, then it could already be two out there.

    Unless, you know, the lift screen reading is just a generation error caused by brain freeze due to the extreme cold of the episode’s Welsh quarry night shoot, but certainly that would have been fixed in post by then? If there was a creature in that lift, let’ s hope that Aliss really did get home safely to her daughter …

    Doctor Who continues with “Lucky Day ” on Saturday May 3 on BBC One and iPlayer in the UK and on Disney + around the world.

    The post Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well ” appeared first on Den of Geek.

  • Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well”

    Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well”

    Warning: contains clues for Doctor Who set 15 show 3 “The Well”. The first time the Doctor survived the malicious object on Planet Midnight, he was n’t able to accurately show Donna Noble what it was, or whether it was still alive. Hundreds of centuries later, after his second encounter with the alien force in new [ … ]

    The post Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well ” appeared first on Den of Geek.

    Warning: contains trailers for Doctor Who set 15 show 3 “The Well”.

    The first time the Doctor survived the malicious object on Planet Midnight, he was n’t able to accurately show Donna Noble what it was, or whether it was still intact. Thousands of centuries later, after his second meeting with the mysterious force in new show “The Well”, the Doctor told Belinda unequivocally that it had gone and that they were healthy.

    Well, the Doctor lies, but apparently here, he just was n’t paying enough attention to know that he was bad. One tiny, very-easy-to-miss detail in “The Well ” reveals a secret about the “Midnight ” monster ( listed as “It Has No Name” as played by Who creature actor Paul Kasey on IMDb), namely: there’s more than one of them.

    cnx. command. push(function( ) {cnx({playerId:” 106e33c0-3911-473c-b599-b1426db57530″ ,}). render ( “0270c398a82f44f49c23c16122516796” ); });

    We know that the thing attaches itself parasitically to a network, and when that number is killed, it jumps to the predator. That’s how colony base cook Aliss ( Rose Ayling-Ellis ) ended up with the entity permanently behind her back, after she murdered her infected best friend in self-defence. The Doctor’s mercury-reflection plan got the monster off Aliss ’ back without killing her, after which point we understood that it chased the gang and attached itself to Belinda, who could hear its malevolent whispers at her ear.

    Troop leader Shayla ( Caoilfhionn Dunne ) heroically volunteered to ‘kill ’ Belinda with a tricky shot through the heart that, if carried out with enough precision, would prove non-fatal, and thereby attract the creature to attach itself to her. The plan worked and Shayla sacrificed herself by jumping with the demon into the miles-deep me wheel, killing them both. Job done?

    Partly. Just before Belinda’s disease was discovered, a small detail suggests that one of the animals had previously escaped. Look at the lift section when Aliss and Troopers Seven and Nine are in ready to get transported to health. Shayla ordered two soldiers to visit Aliss, meaning there are only three persons in the pull, but the screen counts four.

    Screengrab of a lift panel read-out from Doctor Who episode "The Well"
    Screengrab of a scene of space troopers running around and three people in a lift from Doctor Who episode "The Well"

    Is one of those Soldiers infected with an unseen thing that the elevate weight system is able to find? ( Aliss can’t become infected because the Warriors are standing directly behind her, which would make them vulnerable to attack. ) Are they able to learn its whispers because of their hi-tech place helmets, just as Aliss being blind made her unable to discover it on the colony base?

    In the episode’s closing scene, after Trooper Mo ( Bethany Antonia ) has been debriefed by Mrs Flood disguised as a space mining corp leader, Mo’ s partner appears to see a display of things identical behind her again, just like Belinda saw behind Aliss. That suggests at least one thing left Planet 6-7-6-7 after Shayla’s devotion. If one now went off in the lift riffing on a Trooper, then it could already be two out there.

    Unless, you know, the lift screen reading is just a generation mistake caused by brain freeze due to the extreme cold of the episode’s Welsh quarry night shoot, but certainly that would have been fixed in post by then? If there was a thing in that pull, let’ s hope that Aliss definitely did get home safely to her child …

    Doctor Who continues with “Lucky Day ” on Saturday May 3 on BBC One and iPlayer in the UK and on Disney + around the world.

    The post Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well ” appeared first on Den of Geek.

  • The Dark Avengers Shadow Hanging Over Thunderbolts*

    The Dark Avengers Shadow Hanging Over Thunderbolts*

    “We are the Thunderbolts! ” shouts Alexei Shostakov the Red Guardian in the trucks for the next MCU access Thunderbolts*. “We can’t call ourselves that, ” responds an irritated Bucky. It’s a strange change, one that goes beyond the usual snarky humour that ’s marked the Marvel Studios model since nearly the end. Why, exactly, can’t they call [ … ]

    The post The Dark Avengers Shadow Hanging Over Thunderbolts * appeared first on Den of Geek.

    Warning: contains trailers for Doctor Who set 15 show 3 “The Well”.

    The first time the Doctor survived the malicious object on Planet Midnight, he was n’t able to accurately show Donna Noble what it was, or whether it was still intact. Thousands of centuries later, after his second meeting with the mysterious force in new show “The Well”, the Doctor told Belinda unequivocally that it had gone and that they were healthy.

    Well, the Doctor lies, but apparently here, he just was n’t paying enough attention to know that he was bad. One tiny, very-easy-to-miss detail in “The Well ” reveals a secret about the “Midnight ” monster ( listed as “It Has No Name” as played by Who creature actor Paul Kasey on IMDb), namely: there’s more than one of them.

    cnx. powershell. push(function( ) {cnx({playerId:” 106e33c0-3911-473c-b599-b1426db57530″ ,}). render ( “0270c398a82f44f49c23c16122516796” ); });

    We know that the thing attaches itself parasitically to a network, and when that number is killed, it jumps to the predator. That’s how colony base cook Aliss ( Rose Ayling-Ellis ) ended up with the entity permanently behind her back, after she murdered her infected best friend in self-defence. The Doctor’s mercury-reflection plan got the monster off Aliss ’ back without killing her, after which point we understood that it chased the gang and attached itself to Belinda, who could hear its malevolent whispers at her ear.

    Troop leader Shayla ( Caoilfhionn Dunne ) heroically volunteered to ‘kill ’ Belinda with a tricky shot through the heart that, if carried out with enough precision, would prove non-fatal, and thereby attract the creature to attach itself to her. The plan worked and Shayla sacrificed herself by jumping with the demon into the miles-deep me wheel, killing them both. Job done?

    Half. Just before Belinda’s disease was discovered, a small detail suggests that one of the animals had now escaped. Look at the lift section when Aliss and Troopers Seven and Nine are in ready to get transported to health. Shayla ordered two soldiers to visit Aliss, meaning there are only three persons in the pull, but the screen counts four.

    Screengrab of a lift panel read-out from Doctor Who episode "The Well"
    Screengrab of a scene of space troopers running around and three people in a lift from Doctor Who episode "The Well"

    Is one of those Soldiers infected with an unseen thing that the raise weight system is able to find? ( Aliss can’t become infected because the Warriors are standing directly behind her, which would make them vulnerable to attack. ) Are they able to learn its whispers because of their hi-tech place helmets, just as Aliss being blind made her unable to discover it on the colony base?

    In the episode’s closing scene, after Trooper Mo ( Bethany Antonia ) has been debriefed by Mrs Flood disguised as a space mining corp leader, Mo’ s partner appears to see a display of things identical behind her again, just like Belinda saw behind Aliss. That suggests at least one thing left Planet 6-7-6-7 after Shayla’s devotion. If one now went off in the lift riffing on a Trooper, then it could already be two out there.

    Unless, you know, the lift screen reading is just a generation mistake caused by brain freeze due to the extreme cold of the episode’s Welsh quarry night shoot, but certainly that would have been fixed in post by then? If there was a creature in that lift, let’ s hope that Aliss really did get home safely to her daughter …

    Doctor Who continues with “Lucky Day ” on Saturday May 3 on BBC One and iPlayer in the UK and on Disney + around the world.

    The post Doctor Who: Blink-And-You’ll-Miss-It Clue Feeds Theory About the Monster in “The Well ” appeared first on Den of Geek.

  • That’s Not My Burnout

    That’s Not My Burnout

    Do you find it hard to connect when I read about people who are dying as they experience exhaustion? Do you feel like your feelings are invisible to the earth because you’re experiencing burnout different? Our main comes through more when stress starts to press down on us. Beautiful, quiet souls get softer and dissipate into that remote and distracted fatigue we’ve all read about. But some of us, those with fires constantly burning on the sides of our key, getting hotter. I am a blaze in my brain. When I face fatigue I twice over, triple down, burning hotter and hotter to try to best the issue. I don’t fade; I’m consumed by passionate stress.

    But what on earth is a zealous stress?

    Imagine a person determined to do it all. She is homeschooling two wonderful children while her father, who works remotely, is furthermore working remotely. She has a demanding customer fill at work—all of whom she loves. She wakes up early to get some movement in ( or frequently catch up on work ), prepares dinner as the kids are having breakfast, and works while positioning herself near “fourth grade” to listen in as she balances clients, tasks, and budgets. Sound like a bit? Yet with a supportive group both at home and at work, it is.

    This person seems to need self-care because she has too much going on. But no, she doesn’t have occasion for that. In truth, she begins to feel as though she’s dropping balloons. No accomplishing enough. There’s not enough of her to be here and that, she is trying to divide her head in two all the time, all day, every day. She begins to question herself. And as those thoughts creep in more and more, her domestic tale becomes more and more important.

    She immediately KNOWS what she must would! She really Would MORE.

    This is a painful and dangerous period. Know the reasons. Because when she doesn’t end that new purpose, that storyline will get worse. She instantly starts failing. She isn’t doing much. SHE is not enough. She’ll discover more she may do because she might neglect, or perhaps her home. She doesn’t nap as much, proceed because much, all in the attempts to do more. Not succeeds in any objective target despite constantly trying to prove herself to herself. Not feeling “enough”.

    But, yeah, that’s what zealous burnout looks like for me. It doesn’t develop immediately in a magnificent sign; it develops gradually over the course of several weeks and months. My burning out process looks like speeding up, hardly a man losing focus. I move up and up and up, and therefore I simply quit.

    I am the one who had

    It’s amusing the things that shape us. Through the camera of my youth, I witnessed the battles, sacrifices, and fears of a person who had to make it all work without having much. I was happy that my mom was so competent and my dad sympathetic, I never went without and also got an extra here or there.

    Growing up, I didn’t feel shame when my mom gave me food postcards; in fact, I would have likely sparked debates about the subject, orally eviscerating anyone who dared to criticize the disabled person who was attempting to ensure all of our needs were met with so little. As a child, I watched the way the worry of not making those ends meet impacted persons I love. As the non-disabled people in my home, I did take on many of the real things because I was” the one who was” make our lives a little easier. I soon realized that I had to put more of myself into it because I was the one who could. I learned first that when something frightens me, I can double down and work harder to make it better. I am capable of taking on the problem. When people have seen this in me as an child, I’ve been told I seem brave, but make no mistake, I’m not. If I seem courageous, it’s because this behavior was forged from another person’s fears.

    And here I am, surrounded by enormous tasks ahead of me, assuming that I am the one who is and therefore should, more than 30 years later, also feeling the urge to aimlessly drive myself forward. I find myself driven to prove that I can make things happen if I work longer hours, take on more responsibility, and do more.

    I don’t see people who struggle financially as failures because I have seen how strong that tide can be; it pulls you along the way. I truly get that I have been privileged to be able to avoid many of the challenges that were present in my youth. That said, I am still” the one who can” who feels she should, so if I were faced with not having enough to make ends meet for my own family, I would see myself as having failed. Despite my best efforts and education, the majority of this is due to chance. I will, however, allow myself the arrogance of saying I have been careful with my choices to have encouraged that luck. My sense of identity comes from the notion that I am” the one who can” and feel compelled to accomplish the most. I can choose to stop, and with some quite literal cold water splashed in my face, I’ve made the choice to before. But that choosing to stop is not my go-to, I move forward, driven by a fear that is so a part of me that I barely notice it’s there until I’m feeling utterly worn away.

    Why the long history, then? You see, burnout is a fickle thing. Over the years, I have read and heard a lot about burnout. Burnout is real. Especially now, with COVID, many of us are balancing more than we ever have before—all at once! It’s difficult, and the avoidance, shutting down, and procrastination have an impact on so many amazing professionals. There are important articles that relate to what I imagine must be the majority of people out there, but not me. Not at the time of my burnout, though.

    The dangerous invisibility of zealous burnout

    A lot of work environments see the extra hours, extra effort, and overall focused commitment as an asset ( and sometimes that’s all it is ). They see someone attempting to overcome obstacles, not a person who is ensnared in fear. Many well-meaning organizations have safeguards in place to protect their teams from burnout. However, in situations like this, alarms don’t always ring, and some organization members are surprised and depressed when the inevitable stop occurs. And sometimes maybe even betrayed.

    Parents—more so mothers, statistically speaking—are praised as being so on top of it all when they can work, be involved in the after-school activities, practice self-care in the form of diet and exercise, and still meet friends for coffee or wine. Many of us have watched endless streaming episodes of COVID to see how challenging the female protagonist is, but she is strong and funny, and can do it. It’s a “very special episode” when she breaks down, cries in the bathroom, woefully admits she needs help, and just stops for a bit. Truth be told, countless people are avoiding tears or doomscrolling to flee. We know that the media is a lie to amuse us, but often the perception that it’s what we should strive for has penetrated much of society.

    Women and burnout

    I adore men. And though I don’t love every man ( heads up, I don’t love every woman or nonbinary person either ), I think there is a beautiful spectrum of individuals who represent that particular binary gender.

    Despite this, women are still more frequently at risk of burnout than their male counterparts, especially in these COVID stressed out times. Mothers in the workplace feel the pressure to do all the “mom” things while giving 110 %. Mothers not in the workplace feel they need to do more to” justify” their lack of traditional employment. Women who are not mothers frequently feel the need to do even more because they don’t feel the pressure that comes with being a mother. It’s vicious and systemic and so a part of our culture that we’re often not even aware of the enormity of the pressures we put on ourselves and each other.

    And there are costs that go beyond happiness. Harvard Health Publishing released a study a decade ago that “uncovered strong links between women’s job stress and cardiovascular disease”. The CDC noted,” Heart disease is the leading cause of death for women in the United States, killing 299, 578 women in 2017—or about 1 in every 5 female deaths”.

    According to what I’ve read, this connection between work stress and health is more dangerous for women than it is for their non-female counterparts.

    But what if your burnout isn’t like that either?

    You might not be the same as that. After all, each of us is so different and how we respond to stressors is too. It’s part of what makes us human. Don’t put too much emphasis on how burnout manifests; rather, learn to recognize it in yourself. Here are a few questions I sometimes ask friends if I am concerned about them.

    Are you content? This simple question should be the first thing you ask yourself. Chances are, even if you’re burning out doing all the things you love, as you approach burnout you’ll just stop taking as much joy from it all.

    Do you feel like you have the authority to decline? I have observed in myself and others that when someone is burning out, they no longer feel they can say no to things. Even those who don’t” speed up” feel pressured to say yes to not let the people around them be disappointed.

    What are three things you’ve done for yourself? Another observance is that we all tend to stop doing things for ourselves. anything from avoiding conversations with friends to skipping showers and eating poorly. These can be red flags.

    Are you using justifications? Many of us try to disregard feelings of burnout. Over and over I have heard,” It’s just crunch time”,” As soon as I do this one thing, it will all be better”, and” Well I should be able to handle this, so I’ll figure it out”. And it might actually be crunch time, a single objective, and/or a set of skills you need to master. That happens—life happens. BE CRUD if this doesn’t stop. If you’ve worked more 50-hour weeks since January than not, maybe it’s not crunch time—maybe it’s a bad situation that you’re burning out from.

    Do you have a plan to stop feeling this way? If something has an exit route with a pause button if it is only temporary and you have to push through it.
    defined end.

    Take the time to listen to your friend in the same way. Be honest, allow yourself to be uncomfortable, and break the thought cycles that prevent you from healing.

    So now what?

    What I just described is a different path to burnout, but it’s still burnout. There are well-established approaches to working through burnout:

    • Get enough sleep.
    • Eat healthy.
    • Work out.
    • Go outside.
    • Take a break.
    • Practice self-care in general.

    Those are hard for me because they feel like more tasks. If I’m in the burnout cycle, doing any of the above for me feels like a waste. Why would I take care of myself when I’m dropping all those other balls if I’m already failing, as the narrative suggests? People need me, right?

    Your inner voice might be pretty bad by now if you’re deeply in the cycle. If you need to, tell yourself you need to take care of the person your people depend on. If your roles are pushing you toward burnout, use them to help make healing easier by justifying the time spent working on you.

    I have come up with a few things that I do when I start to feel like I’m going into a zealous burnout to help remind myself of the airline attendant advice to put the mask on yourself first.

    Cook an elaborate meal for someone!

    Okay, since I’m a “food-focused” person, I’ve always been a fan of cooking for people. There are countless tales in my home of someone walking into the kitchen and turning right around and walking out when they noticed I was” chopping angrily”. But it’s more than that, and you should give it a try. Seriously. It’s the perfect go-to if you don’t feel worthy of taking time for yourself—do it for someone else. Because the majority of us work in a digital world, cooking can pique all of your senses and make you immerse in the moment in all your ways of seeing the world. It can break you out of your head and help you gain a better perspective. In my house, I’ve been known to pick a place on the map and cook food that comes from wherever that is ( thank you, Pinterest ). I enjoy making Indian food because the smells are warm, the bread needs just enough kneading to keep my hands engaged, and the process requires real attention for me because it’s not what I was raised making. And in the end, we all win!

    Vent like a sniveling jerk.

    Be careful with this one!

    I have been making an effort to practice more gratitude over the past few years, and I recognize the true benefits of that. Having said that, sometimes you just need to let it all out, even the ugly ones. Hell, I’m a big fan of not sugarcoating our lives, and that sometimes means that to get past the big pile of poop, you’re gonna wanna complain about it a bit.

    When that is required, approach a trusted friend and express your concerns verbally. You need to trust this friend not to judge, to see your pain, and, most importantly, to tell you to remove your cranium from your own rectal cavity. Seriously, it’s about getting a reality check here! One of the things that I admire most about my husband is how he manages to simplify things down to the simplest. ” We’re spending our lives together, of course you’re going to disappoint me from time to time, so get over it” has been his way of speaking his dedication, love, and acceptance of me—and I could not be more grateful. Of course, it required that I remove my head from that rectal cavity. So, again, usually those moments are appreciated in hindsight.

    Pick up a book!

    There are many books out there that are more like people sharing their stories and how they’ve come to find greater balance than they are self-help. Maybe you’ll find something that speaks to you. Among the titles that have stood out to me are:

    • Thrive by Arianna Huffington
    • Tools of Titans by Tim Ferriss
    • Girl, Stop apologizing, Rachel Hollis
    • Dare to Lead by Brené Brown

    Or, a tactic I enjoy using is to read or listen to a book that is NOT related to my work-life balance. I’ve read the following books and found they helped balance me out because my mind was pondering their interesting topics instead of running in circles:

    • The Drunken Botanist by Amy Stewart
    • Darin Olien’s Superlife
    • A Brief History of Everyone Who Ever Lived by Adam Rutherford
    • Toby Hemenway’s Gaia’s Garden is available.

    If you’re not into reading, pick up a topic on YouTube or choose a podcast to subscribe to. I’ve watched countless permaculture and gardening topics in addition to how to raise chickens and ducks. For the record, I don’t currently have a particularly large food garden or raise any kind of livestock. I just find the topic interesting, and it has nothing to do with any aspect of my life that needs anything from me.

    Give yourself a break.

    You are never going to be perfect—hell, it would be boring if you were. It’s OK to be broken and flawed. It’s human nature to be depressed, anxious, and tired. It’s OK to not do it all. You can’t be brave without being imperfect, which is scary, but you can’t be brave without being imperfect.

    This last one is the most important: allow yourself permission to NOT do it all. You never promised to be everything to everyone at all times. We have greater power than the repressed fears that motivate us.

    This is hard. I struggle with it. It’s what’s driven me to write this—that it’s OK to stop. It’s OK that your unhealthy habit that might even benefit those around you needs to end. You can continue to succeed in life.

    I recently read that we are all writing our eulogy in how we live. What will your professional accomplishments say, knowing that your speech won’t include them? What do you want it to say?

    Look, I get that none of these ideas will “fix it”, and that’s not their purpose. Only how we react to the things around us is what we control. These suggestions are to help stop the spiral effect so that you are empowered to address the underlying issues and choose your response. They are the things that largely work for me. Maybe they’ll work for you.

    Does this sound familiar?

    If this sounds familiar, you’re not just going to know about it. Don’t let your negative self-talk tell you that you “even burn out wrong”. It’s not improper. Even if rooted in fear like my own drivers, I believe that this need to do more comes from a place of love, determination, motivation, and other wonderful attributes that make you the amazing person you are. We’re going to be OK, ya know. The lives that come before us might never have the same meaning as the one we’re striving for, which is acceptable because the only way to judge is in the mirror when we stop and look around.

    Do you remember that Winnie the Pooh sketch that had Pooh eat so much at Rabbit’s house that his buttocks couldn’t fit through the door? It came as no surprise when Rabbit abruptly declared that this was unacceptable because I already associate a lot with him. But do you recall what happened next? He put a shelf across poor Pooh’s ankles and decorations on his back, and made the best of the big butt in his kitchen.

    We are resourceful and aware that we can push ourselves when we are needed, even when we are exhausted to the core or have a ton of clutter in our room. None of us has to be afraid, as we can manage any obstacle put in front of us. And maybe that means we need to redefine success in order to make room for comfort for being uncomfortable human, but that doesn’t really sound that bad either.

    So, wherever you are right now, please breathe. Do what you need to do to get out of your head. Give thanks and be considerate.

  • Asynchronous Design Critique: Giving Feedback

    Asynchronous Design Critique: Giving Feedback

    One of the most successful soft skills we have at our disposal is opinions, in whatever form it takes, and whatever it may be called. It helps us collaborate to improve our designs while developing our own abilities and perspectives.

    Feedback is also one of the most underestimated equipment, and generally by assuming that we’re already good at it, we settle, forgetting that it’s a talent that can be trained, grown, and improved. Bad comments can lead to conflict in projects, lower confidence, and long-term, undermine trust and teamwork. Quality opinions can be a revolutionary force.

    Practicing our knowledge is absolutely a good way to enhance, but the learning gets yet faster when it’s paired with a good base that programs and focuses the exercise. What are some fundamental components of providing effective opinions? And how can comments be adjusted for rural and distributed job settings?

    A long history of sequential comments can be found online: code was written and discussed on mailing lists before becoming an open source standard. Currently, engineers engage on pull calls, developers post in their favourite design tools, project managers and sprint masters exchange ideas on tickets, and so on.

    Design analysis is often the label used for a type of input that’s provided to make our job better, jointly. So it generally adheres to many of the principles with comments, but it also has some differences.

    The information

    The content of the feedback serves as the foundation for every effective analysis, so we need to start there. There are many versions that you can use to design your content. The one that I personally like best—because it’s obvious and actionable—is this one from Lara Hogan.

    This formula is typically used to provide feedback to people, but it also fits really well in a design criticism because it finally addresses one of the main inquiries that we work on: What? Where? Why? How? Imagine that you’re giving some comments about some pattern function that spans several screens, like an onboard movement: there are some pages shown, a stream blueprint, and an outline of the decisions made. You notice things that needs to be improved. If you keep the three components of the equation in mind, you’ll have a mental unit that can help you become more precise and effective.

    Here is a reply that could be included in some feedback, and it might appear fair at first glance because it appears to merely fit the equation. But does it?

    Not confident about the keys ‘ patterns and hierarchy—it feels off. Does you alter them?

    Observation for style feedback doesn’t really mean pointing out which part of the software your input refers to, but it also refers to offering a viewpoint that’s as specific as possible. Do you offer the user’s viewpoint? Your expert perspective? A business perspective? The perspective of the project manager A first-time user’s perspective?

    When I see these two buttons, I anticipate one to go forward and the other to go back.

    Impact is about the why. Just pointing out a UI element might sometimes be enough if the issue may be obvious, but more often than not, you should add an explanation of what you’re pointing out.

    When I see these two buttons, I anticipate one to go forward and the other to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow.

    The question approach is meant to provide open guidance by eliciting the critical thinking in the designer receiving the feedback. Notably, in Lara’s equation she provides a second approach: request, which instead provides guidance toward a specific solution. While that’s a viable option for general feedback, in my experience, going back to the question approach typically leads to the best solutions because designers are generally more at ease with having an open space to experiment with.

    The difference between the two can be exemplified with, for the question approach:

    When I see these two buttons, I anticipate one to go forward and the other to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Would it make sense to unify them?

    Or, for the request approach:

    When I see these two buttons, I anticipate one to go forward and the other to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same pair of forward and back buttons.

    At this point in some situations, it might be useful to integrate with an extra why: why you consider the given suggestion to be better.

    When I see these two buttons, I anticipate one to go forward and the other to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same two forward and back buttons so that users don’t get confused.

    Choosing the question approach or the request approach can also at times be a matter of personal preference. I did rounds of anonymous feedback and reviewed feedback with other people before putting a lot of effort into improving it a while ago. After a few rounds of this work and a year later, I got a positive response: my feedback came across as effective and grounded. Until I changed teams. Quite unexpected, my next round of criticism from one particular person wasn’t very positive. The reason is that I had previously tried not to be prescriptive in my advice—because the people who I was previously working with preferred the open-ended question format over the request style of suggestions. However, there was one person in this other team who now preferred specific guidance. So I adapted my feedback for them to include requests.

    One comment that I heard come up a few times is that this kind of feedback is quite long, and it doesn’t seem very efficient. Yes, but also no. Let’s explore both sides.

    No, this kind of feedback is effective because the length is a byproduct of clarity, and giving this kind of feedback can provide precisely enough information for a sound fix. Also if we zoom out, it can reduce future back-and-forth conversations and misunderstandings, improving the overall efficiency and effectiveness of collaboration beyond the single comment. Imagine that in the example above the feedback were instead just,” Let’s make sure that all screens have the same two forward and back buttons”. Since the designer receiving this feedback wouldn’t have much to go by, they might just implement the change. In later iterations, the interface might change or they might introduce new features—and maybe that change might not make sense anymore. The designer might assume that the change is about consistency without the explanation, but what if it wasn’t? So there could now be an underlying concern that changing the buttons would be perceived as a regression.

    Yes, this style of feedback is not always efficient because the points in some comments don’t always need to be exhaustive, sometimes because certain changes may be obvious (” The font used doesn’t follow our guidelines” ) and sometimes because the team may have a lot of internal knowledge such that some of the whys may be implied.

    The equation above is not intended to provide a predetermined template for feedback, but rather a mnemonic to reflect and enhance the practice. Even after years of active work on my critiques, I still from time to time go back to this formula and reflect on whether what I just wrote is effective.

    The atmosphere

    Well-grounded content is the foundation of feedback, but that’s not really enough. The soft skills of the person who’s providing the critique can multiply the likelihood that the feedback will be well received and understood. It has been demonstrated that only positive feedback can lead to sustained change in people. It can be determined by tone alone whether content is rejected or welcomed.

    Since our goal is to be understood and to have a positive working environment, tone is essential to work on. I’ve tried to summarize the necessary soft skills over the years using a formula that resembles that of the content receptivity equation.

    Respectful feedback comes across as grounded, solid, and constructive. It’s the kind of feedback that, whether it’s positive or negative, is perceived as useful and fair.

    The time when feedback occurs is known as timing. To-the-point feedback doesn’t have much hope of being well received if it’s given at the wrong time. When a new feature’s entire high-level information architecture is about to go on sale, it might still be relevant if the questioning raises a significant blocker that no one saw, but those concerns are much more likely to have to wait for a later revision. So in general, attune your feedback to the stage of the project. Early iteration? Iteration that was later? Polishing work in progress? Each of these has unique needs. The right timing will make it more likely that your feedback will be well received.

    Attitude is the equivalent of intent, and in the context of person-to-person feedback, it can be referred to as radical candor. That entails checking before writing to see if what we have in mind will actually help the person and improve the project overall. This might be a hard reflection at times because maybe we don’t want to admit that we don’t really appreciate that person. Hopefully that’s not the case, but it can happen, which is fine. Acknowledging and owning that can help you make up for that: how would I write if I really cared about them? How can I avoid being passive aggressive? What can I do to encourage constructive behavior?

    Form is relevant especially in a diverse and cross-cultural work environments because having great content, perfect timing, and the right attitude might not come across if the way that we write creates misunderstandings. There could be many reasons for this, including the fact that occasionally certain words may cause specific reactions, that nonnative speakers may not be able to comprehend all thenuances of some sentences, that our brains may be different and that our world may be perceived differently; hence, neurodiversity must be taken into account. Whatever the reason, it’s important to review not just what we write but how.

    A few years back, I was asking for some feedback on how I give feedback. I was given some sound advice, but I also got a surprise comment. They pointed out that when I wrote” Oh, ]… ]”, I made them feel stupid. That’s not what I meant to say! I felt really bad, and I just realized that I provided feedback to them for months, and every time I might have made them feel stupid. I was horrified … but also thankful. I quickly changed my spelling mistake by adding “oh” to my list of replaced words (your choice between aText, TextExpander, or others ) so that when I typed “oh,” it was immediately deleted.

    Something to highlight because it’s quite frequent—especially in teams that have a strong group spirit—is that people tend to beat around the bush. It’s important to keep in mind that having a positive attitude doesn’t necessarily mean passing judgment on the feedback; rather, it simply means that even when you give difficult, or difficult feedback, you do so in a way that’s respectful and constructive. The nicest thing that you can do for someone is to help them grow.

    We have a great advantage in giving feedback in written form: it can be reviewed by another person who isn’t directly involved, which can help to reduce or remove any bias that might be there. When I shared a comment and asked someone I trusted,” How does this sound,”” How can I do it better,” or even” How would you have written it,” I discovered that the best, most insightful moments for me occurred when I saw the two versions side by side.

    The format

    Asynchronous feedback also has a significant inherent benefit: it allows us to spend more time making sure that the suggestions ‘ clarity and actionability meet two main objectives.

    Let’s imagine that someone shared a design iteration for a project. You are reviewing it and leaving a comment. Let’s try to think about some factors that might be helpful to consider, as there are many ways to accomplish this, and context is of course a factor.

    In terms of clarity, start by grounding the critique that you’re about to give by providing context. This includes specifically describing where you’re coming from: do you know the project well, or do you just see it for the first time? Are you coming from a high-level perspective, or are you figuring out the details? Are there regressions? Which user’s point of view are you addressing when offering your feedback? Is the design iteration at a point where it would be okay to ship this, or are there major things that need to be addressed first?

    Even if you’re giving feedback to a team that already has some project information, providing context is helpful. And context is absolutely essential when giving cross-team feedback. If I were to review a design that might be indirectly related to my work, and if I had no knowledge about how the project arrived at that point, I would say so, highlighting my take as external.

    We frequently concentrate on the negatives and attempt to list all the things that could be improved. That’s of course important, but it’s just as important—if not more—to focus on the positives, especially if you saw progress from the previous iteration. Although this may seem superfluous, it’s important to keep in mind that design is a field with hundreds of possible solutions for each problem. So pointing out that the design solution that was chosen is good and explaining why it’s good has two major benefits: it confirms that the approach taken was solid, and it helps to ground your negative feedback. In the longer term, sharing positive feedback can help prevent regressions on things that are going well because those things will have been highlighted as important. Positive feedback can also help, as an added bonus, prevent impostor syndrome.

    There’s one powerful approach that combines both context and a focus on the positives: frame how the design is better than the status quo ( compared to a previous iteration, competitors, or benchmarks ) and why, and then on that foundation, you can add what could be improved. There is a significant difference between a critique of a design that is already in good shape and one that isn’t quite there yet.

    Another way that you can improve your feedback is to depersonalize the feedback: the comments should always be about the work, never about the person who made it. It’s” This button isn’t well aligned” versus” You haven’t aligned this button well”. This can be changed in your writing very quickly by reviewing it just before sending.

    In terms of actionability, one of the best approaches to help the designer who’s reading through your feedback is to split it into bullet points or paragraphs, which are easier to review and analyze one by one. You might also think about breaking up the feedback into sections or even across multiple comments if it is longer. Of course, adding screenshots or signifying markers of the specific part of the interface you’re referring to can also be especially useful.

    One approach that I’ve personally used effectively in some contexts is to enhance the bullet points with four markers using emojis. A red square indicates that it is something I consider blocking, a yellow diamond indicates that it needs to be changed, and a green circle provides a thorough, positive confirmation. I also use a blue spiral � � for either something that I’m not sure about, an exploration, an open alternative, or just a note. However, I’d only use this strategy on teams where I’ve already established a high level of trust because the impact could be quite demoralizing if I had to deliver a lot of red squares, and I’d change how I’d communicate that a little.

    Let’s see how this would work by reusing the example that we used earlier as the first bullet point in this list:

    • 🔶 Navigation—When I see these two buttons, I anticipate one to go forward and the other to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same two forward and back buttons so that users don’t get confused.
    • � � Overall— I think the page is solid, and this is good enough to be our release candidate for a version 1.0.
    • � � Metrics—Good improvement in the buttons on the metrics area, the improved contrast and new focus style make them more accessible.
    • Button Style: Using the green accent in this context, which conveys a positive action because green is typically seen as a confirmation color. Do we need to explore a different color?
    • Given the number of items on the page and the overall page hierarchy, it seems to me that the tiles should use Subtitle 2 instead of Subtitle 1. This will keep the visual hierarchy more consistent.
    • � � Background—Using a light texture works well, but I wonder whether it adds too much noise in this kind of page. What is the purpose of using that?

    What about giving feedback directly in Figma or another design tool that allows in-place feedback? These are generally difficult to use because they conceal discussions and are harder to follow, but in the right setting, they can be very effective. Just make sure that each of the comments is separate so that it’s easier to match each discussion to a single task, similar to the idea of splitting mentioned above.

    One final note: say the obvious. We don’t say something because we sometimes think it’s obvious that something is either good or wrong. Or sometimes we might have a doubt that we don’t express because the question might sound stupid. Say it, that’s fine. You might have to reword it a little bit to make the reader feel more comfortable, but don’t hold it back. Good feedback is transparent, even when it may be obvious.

    Another benefit of asynchronous feedback is that written feedback automatically monitors decisions. Especially in large projects,” Why did we do this”? There’s nothing better than open, transparent discussions that can be reviewed at any time, which could be a question that arises from time to time. For this reason, I recommend using software that saves these discussions, without hiding them once they are resolved.

    Content, tone, and format. Although each of these subjects offers a useful model, improving eight of the subjects ‘ observation, impact, question, timing, attitude, form, clarity, and actionability is a lot of work to put in all at once. One effective approach is to take them one by one: first identify the area that you lack the most (either from your perspective or from feedback from others ) and start there. Then the second, followed by the third, and so on. At first you’ll have to put in extra time for every piece of feedback that you give, but after a while, it’ll become second nature, and your impact on the work will multiply.

    Thanks to Brie Anne Demkiw and Mike Shelton for reviewing the first draft of this article.

  • Asynchronous Design Critique: Getting Feedback

    Asynchronous Design Critique: Getting Feedback

    ” Any opinion”? is perhaps one of the worst ways to ask for opinions. It’s obscure and unfocused, and it doesn’t give us a sense of what we’re looking for. Getting good opinions starts sooner than we might hope: it starts with the demand.

    Starting the process of receiving feedback with a question may seem counterintuitive, but it makes sense if we consider that receiving feedback can be considered a form of pattern research. In the same way that we wouldn’t perform any studies without the correct questions to get the insight that we need, the best way to ask for feedback is also to build strong issues.

    Design analysis is not a one-time procedure. Sure, any great comments process continues until the project is finished, but this is especially true for layout because architecture work continues iteration after iteration, from a high level to the finest details. Each stage requires its unique set of questions.

    And suddenly, as with any great research, we need to review what we got up, get to the base of its perspectives, and take activity. Iteration, evaluation, and problem. This look at each of those.

    The query

    Being available to input is important, but we need to be specific about what we’re looking for. Any comments,” What do you think,” or” I’d love to hear your mind” at the conclusion of a presentation are likely to garner a lot of different ideas, or worse, to make everyone follow the lead of the first speaker. And next… we get frustrated because vague issues like those you turn a high-level moves review into folks rather commenting on the borders of buttons. Which topic may be important, so it might be difficult to get the team to pay attention to it.

    But how do we get into this scenario? It’s a combination of various aspects. One is that we don’t often consider asking as a part of the input approach. Another is how healthy it is to keep the issue open and assume that everyone else will agree. Another is that in nonprofessional debate, there’s usually no need to be that exact. In summary, we tend to undervalue the value of the issues, so we don’t work to make them better.

    The work of asking good questions guidelines and focuses the criticism. It’s even a form of acceptance because it specifies what kind of feedback you’d like to receive and how you’re open to them. It puts people in the right emotional position, especially in situations when they weren’t expecting to provide feedback.

    There isn’t a second best method to request feedback. It simply needs to be certain, and sensitivity can take several shapes. The concept of level than depth is a design for design criticism that I’ve found to be particularly helpful in my coaching.

    Stage” refers to each of the steps of the process—in our event, the design process. The type of input changes as the customer research moves on to the final design. But within a single stage, one might also examine whether some assumptions are correct and whether there’s been a suitable language of the amassed input into updated designs as the job has evolved. The layers of user experience could serve as a starting point for potential questions. What do you want to know: Project objectives? User requirements? Functionality? Content? Interaction design? Information architecture UI design? navigation planning Visual design? branding?

    Here’re a few example questions that are precise and to the point that refer to different layers:

    • Functionality: Is it desirable to automate account creation?
    • Interaction design: Take a look through the updated flow and let me know whether you see any steps or error states that I might’ve missed.
    • Information architecture: On this page, we have two competing pieces of information. Is the structure effective in communicating them both?
    • User interface design: What do you think about the error counter at the top of the page, which makes sure you see the next error even if it is outside the viewport?
    • Navigation design: From research, we identified these second-level navigation items, but once you’re on the page, the list feels too long and hard to navigate. Exist any recommendations for resolving this?
    • Visual design: Are the sticky notifications in the bottom-right corner visible enough?

    How much of a presentation’s depth would be on the other axis of specificity. For example, we might have introduced a new end-to-end flow, but there was a specific view that you found particularly challenging and you’d like a detailed review of that. This can be especially helpful from one iteration to the next when it’s crucial to highlight the areas that have changed.

    There are other things that we can consider when we want to achieve more specific—and more effective—questions.

    A quick fix is to get rid of the generic qualifiers from questions like “good”, “well,” “nice,” “bad,” “okay,” and” cool.” For example, asking,” When the block opens and the buttons appear, is this interaction good”? is it possible to look specific, but you can spot the “good” qualifier and make the question” When the block opens and the buttons appear, is it clear what the next action is” look like?

    Sometimes we actually do want broad feedback. Although that is uncommon, it is possible. In that sense, you might still make it explicit that you’re looking for a wide range of opinions, whether at a high level or with details. Or perhaps just say,” At first glance, what do you think”? so that it’s clear that what you’re asking is open ended but focused on someone’s impression after their first five seconds of looking at it.

    Sometimes the project is particularly broad, and some areas may have already been thoroughly explored. In these situations, it might be useful to explicitly say that some parts are already locked in and aren’t open to feedback. Although it’s not something I’d recommend in general, I’ve found it helpful in avoiding falling into rabbit holes like those that could lead to further refinement but aren’t what’s important right now.

    Asking specific questions can completely change the quality of the feedback that you receive. People with less refined criticism will now be able to provide more actionable feedback, and even expert designers will appreciate the clarity and effectiveness gained from concentrating solely on what’s needed. It can save a lot of time and frustration.

    The iteration

    Design iterations are probably the most visible part of the design work, and they provide a natural checkpoint for feedback. Many design tools have inline commenting, but many of them only display changes as a single fluid stream in the same file. These types of design tools cause conversations to end after they are resolved, update shared UI components automatically, and require designers to always display the most recent version unless these would-be useful features were manually disabled. The implied goal that these design tools seem to have is to arrive at just one final copy with all discussions closed, probably because they inherited patterns from how written documents are collaboratively edited. That approach to design critiques is probably not the best approach, but some teams might benefit from it even if I don’t want to be too prescriptive.

    The asynchronous design-critique approach that I find most effective is to create explicit checkpoints for discussion. For this, I’m going to use the term iteration post. It refers to a write-up or presentation of the design iteration followed by a discussion thread of some kind. This can be used on any platform that can accommodate this structure. By the way, when I refer to a “write-up or presentation“, I’m including video recordings or other media too: as long as it’s asynchronous, it works.

    There are many benefits to using iteration posts:

    • It creates a rhythm in the design work so that the designer can review feedback from each iteration and prepare for the next.
    • Decisions are made immediately available for future review, and conversations are also always available.
    • It creates a record of how the design changed over time.
    • It might also make it simpler to collect and act on feedback depending on the tool.

    These posts of course don’t mean that no other feedback approach should be used, just that iteration posts could be the primary rhythm for a remote design team to use. And from there, there can develop additional feedback techniques ( such as live critique, pair designing, or inline comments ).

    I don’t think there’s a standard format for iteration posts. However, there are a few high-level components that make sense to include as a baseline:

    1. The goal
    2. The layout
    3. The list of changes
    4. The querys

    Each project is likely to have a goal, and hopefully it’s something that’s already been summarized in a single sentence somewhere else, such as the client brief, the product manager’s outline, or the project owner’s request. In other words, I would copy and paste this into every iteration post to make it work. The idea is to provide context and to repeat what’s essential to make each iteration post complete so that there’s no need to find information spread across multiple posts. The most recent iteration post will have everything I need if I want to know about the most recent design.

    This copy-and-paste part introduces another relevant concept: alignment comes from repetition. Therefore, repeating information in posts is actually very effective at ensuring that everyone is on the same page.

    The design is then the actual series of information-architecture outlines, diagrams, flows, maps, wireframes, screens, visuals, and any other kind of design work that’s been done. It’s any design object, to put it briefly. For the final stages of work, I prefer the term blueprint to emphasize that I’ll be showing full flows instead of individual screens to make it easier to understand the bigger picture.

    It might also be helpful to have clear names on the artifacts so that it is easier to refer to them. Write the post in a way that helps people understand the work. It’s not much different from creating a strong live presentation.

    For an efficient discussion, you should also include a bullet list of the changes from the previous iteration to let people focus on what’s new, which can be especially useful for larger pieces of work where keeping track, iteration after iteration, could become a challenge.

    Finally, as mentioned earlier, a list of the questions must be included in order to help you guide the design critique. Doing this as a numbered list can also help make it easier to refer to each question by its number.

    Not every iteration is the same. Earlier iterations don’t need to be as tightly focused—they can be more exploratory and experimental, maybe even breaking some of the design-language guidelines to see what’s possible. Then, later, the iterations begin coming to a decision and improving it until the feature development is complete.

    I want to highlight that even if these iteration posts are written and conceived as checkpoints, by no means do they need to be exhaustive. A post might be just a concept to start a conversation, or it might be a cumulative list of all the features that have been added gradually over the course of each iteration until the full picture is achieved.

    Over time, I also started using specific labels for incremental iterations: i1, i2, i3, and so on. Although this may seem like a minor labeling tip, it can be useful in many ways:

    • Unique—It’s a clear unique marker. One can quickly say,” This was discussed in i4″ with each project, and everyone knows where to go to review things.
    • Unassuming—It works like versions ( such as v1, v2, and v3 ) but in contrast, versions create the impression of something that’s big, exhaustive, and complete. Attempts must be exploratory, incomplete, or partial.
    • Future proof—It resolves the “final” naming problem that you can run into with versions. No more files with the title “final final complete no-really-its-done” Within each project, the largest number always represents the latest iteration.

    The wording release candidate (RC ) could be used to indicate when a design is finished enough to be worked on, even if there are some bits that still need work and, in turn, need more iterations:” with i8 we reached RC” or “i12 is an RC” to illustrate this.

    The review

    What typically occurs during a design critique is an open discussion that can be very productive between two people. This approach is particularly effective during live, synchronous feedback. However, using a different approach when we work asynchronously is more effective: adopting a user-research mindset. Written feedback from teammates, stakeholders, or others can be treated as if it were the result of user interviews and surveys, and we can analyze it accordingly.

    This shift has some significant advantages, making asynchronous feedback particularly effective, especially around these friction points:

    1. It removes the pressure to reply to everyone.
    2. It lessens the annoyance of snoop-by comments.
    3. It lessens our personal stake.

    The first friction point is having to press yourself to respond to each and every comment. Sometimes we write the iteration post, and we get replies from our team. It’s simple, straightforward, and doesn’t cause any issues. But other times, some solutions might require more in-depth discussions, and the amount of replies can quickly increase, which can create a tension between trying to be a good team player by replying to everyone and doing the next design iteration. This might be especially true if the respondent is a stakeholder or a person who is directly involved in the project and whom we feel we need to speak with. We need to accept that this pressure is absolutely normal, and it’s human nature to try to accommodate people who we care about. Responding to all comments at times can be effective, but when we consider a design critique more like user research, we realize that we don’t need to respond to every comment, and there are alternatives in asynchronous spaces:

      One is to let the next iteration speak for itself. That is the response when the design changes and we publish a follow-up iteration. You might tag all the people who were involved in the previous discussion, but even that’s a choice, not a requirement.
    • Another tactic is to formally acknowledge each comment in a brief response, such as” Understood. Thank you”,” Good points— I’ll review”, or” Thanks. In the upcoming iteration, I’ll include these. In some cases, this could also be just a single top-level comment along the lines of” Thanks for all the feedback everyone—the next iteration is coming soon”!
    • Another option is to provide a quick summary of the comments before moving on. Depending on your workflow, this can be particularly useful as it can provide a simplified checklist that you can then use for the next iteration.

    The swoop-by comment, which is the kind of feedback that comes from a member of a team or non-project who might not be aware of the context, restrictions, decisions, or requirements, or of the discussions from earlier iterations, is the second friction point. On their side, there’s something that one can hope that they might learn: they could start to acknowledge that they’re doing this and they could be more conscious in outlining where they’re coming from. Swoop-by comments frequently prompt the simple thought,” We’ve already discussed this,” and it can be frustrating to have to keep saying the same thing over and over.

    Let’s begin by acknowledging again that there’s no need to reply to every comment. However, if responding to a previously litigated point might be helpful, a brief response with a link to the previous discussion for additional information is typically sufficient. Remember, alignment comes from repetition, so it’s okay to repeat things sometimes!

    Swoop-by commenting can still be useful for two reasons: first, they might point out something that isn’t clear, and second, they might have the power to represent a user’s first impression of the design. Sure, you’ll still be frustrated, but that might at least help in dealing with it.

    The personal stake we might have in relation to the design could be the third friction point, which might cause us to feel defensive if the review turned out to be more of a discussion. Treating feedback as user research helps us create a healthy distance between the people giving us feedback and our ego ( because yes, even if we don’t want to admit it, it’s there ). In the end, putting everything in aggregate form helps us to prioritize our work more.

    Always remember that while you need to listen to stakeholders, project owners, and specific advice, you don’t have to accept every piece of feedback. You must examine it and come up with a rationale for your choice, but sometimes “no” is the best choice.

    As the designer leading the project, you’re in charge of that decision. In the end, everyone has their area of specialization, and the designer is the one with the most background and knowledge to make the right choice. And by listening to the feedback that you’ve received, you’re making sure that it’s also the best and most balanced decision.

    Thanks to Mike Shelton and Brie Anne Demkiw for their initial review of this article.