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  • Opportunities for AI in Accessibility

    Opportunities for AI in Accessibility

    I was completely moved by Joe Dolson’s subsequent article on the crossroads of AI and availability because I found it to be both skeptical about how widespread use of AI is. In fact, I’m very skeptical of AI myself, despite my role at Microsoft as an accessibility technology strategist who helps manage the AI for Accessibility award program. AI can be used in quite creative, inclusive, and accessible ways, as well as harmful, exclusive, and harmful ways, just like with any tool. Additionally, there are a lot of uses in the subpar center.

    I’d like you to consider this a “yes … and” piece to complement Joe’s post. Instead of refuting everything he’s saying, I’m pointing out some areas where AI may make real, positive impacts on people with disabilities. To be clear, I want to take some time to speak about what’s possible in hope that we’ll get there one evening. There are, and we’ve needed to address them, like, yesterday.

    Other text

    Joe’s article spends a lot of time examining how computer vision models can create other words. He raises a number of true points about the state of affairs right now. And while computer-vision concepts continue to improve in the quality and complexity of information in their information, their benefits aren’t wonderful. He argues to be accurate that the state of image research is currently very poor, especially for some graphic types, in large part due to the absence of contextual contexts in which to look at images ( as a result of having separate “foundation” models for words analysis and image analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( which should probably have descriptions ) and those that are purely decorative ( which might not even need a description ) either. However, I still think there’s possible in this area.

    As Joe points out, far text editing via human-in-the-loop should be a given. And if AI can intervene and provide a starting point for alt text, even if the rapid reads,” What is this BS?” That’s not correct at all … Let me try to offer a starting point— I think that’s a gain.

    If we can specifically teach a design to consider image usage in context, it might be able to help us more swiftly distinguish between images that are likely to be attractive and those that are more descriptive. That will help clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

    While complex images—like graphs and charts—are challenging to describe in any sort of succinct way ( even for humans ), the image example shared in the GPT4 announcement points to an interesting opportunity as well. Let’s say you came across a map that was simply the description of the chart’s name and the type of representation it was: Pie graph comparing smartphone usage to have phone usage in US households earning under$ 30, 000 annually. ( That would be a pretty bad alt text for a chart because it would frequently leave many unanswered questions about the data, but let’s just assume that that was the description in place. ) If your website knew that that picture was a pie graph ( because an ship model concluded this ), imagine a world where people could ask questions like these about the creative:

    • Would more people use smartphones or other types of phones?
    • How many more are there?
    • Is there a group of people that don’t fall into either of these containers?
    • That number, how some?

    For a time, the chance to learn more about images and data in this way may be innovative for people with low vision and blindness as well as for those with various forms of color blindness, mental disabilities, and other issues. It could also be helpful in education settings to help people who can see these figures, as is, to understand the data in the figures.

    What if you could request your website to make a complicated map simpler? What if you demanded that the line graph be isolated into just one collection? What if you could request your website to transform the colors of the various ranges to work better for type of colour blindness you have? What if you asked it to switch shades in favor of habits? That seems like a chance given the chat-based interface and our current ability to manipulate photos in modern AI tools.

    Now imagine a purpose-built unit that was extract the information from that table and turn it to another style. Perhaps it could convert that pie chart (or, better yet, a series of pie charts ) into more usable ( and useful ) formats, like spreadsheets, for instance. That would be incredible!

    Matching techniques

    When Safiya Umoja Noble chose to write her reserve Algorithms of Oppression, she hit the nail on the head. Although her book focused on the techniques that search engines can foster racism, I believe it to be extremely accurate to say that all laptop models have the potential to intensify issue, discrimination, and hatred. Whether it’s Online usually showing you the latest tweet from a tired billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what organic bodies look like, we know that terribly authored and maintained algorithms are very harmful. A large portion of this is a result of a lack of diversity in the people who design and construct them. However, when these platforms are built with inclusive features in mind, there is real potential for algorithm development to help people with disabilities.

    Take Mentra, for example. They serve as a network of employment for people who are neurodivers. Based on more than 75 data points, they match job seekers with potential employers using an algorithm. On the job-seeker side of things, it considers each candidate’s strengths, their necessary and preferred workplace accommodations, environmental sensitivities, and so on. On the employer side, it takes into account each work environment, communication strategies for each job, and other factors. Mentra made the decision to change the script when it came to traditional employment websites because it was run by neurodivergent people. They use their algorithm to propose available candidates to companies, who can then connect with job seekers that they are interested in, reducing the emotional and physical labor on the job-seeker side of things.

    More people with disabilities can be used to create algorithms, which can lessen the likelihood that they will harm their communities. That’s why diverse teams are so crucial.

    Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For instance, if you follow a group of white men who are not white or aren’t white and who also discuss AI, it might be wise to follow those who are also disabled or who are not white. If you followed its advice, you might be able to understand what is happening in the AI field more fully and nuancedly. These same systems should also use their understanding of biases about particular communities—including, for instance, the disability community—to make sure that they aren’t recommending any of their users follow accounts that perpetuate biases against (or, worse, spewing hate toward ) those groups.

    Other ways that AI can assist people with disabilities

    I’m sure I could go on and on about using AI to assist people with disabilities, but I’m going to make this last section into a bit of a lightning round. In no particular order:

      Voice preservation You might have heard about the voice-preserve offerings from Microsoft, Acapela, or others, or have seen the VALL-E paper or Apple’s Global Accessibility Awareness Day announcement. It’s possible to train an AI model to replicate your voice, which can be a tremendous boon for people who have ALS ( Lou Gehrig’s disease ) or motor-neuron disease or other medical conditions that can lead to an inability to talk. This technology can also be used to create audio deepfakes, so it’s something we need to approach responsibly, but the technology has truly transformative potential.
    • voice recognition is. Researchers like those in the Speech Accessibility Project are paying people with disabilities for their help in collecting recordings of people with atypical speech. As I type, they are actively recruiting people with Parkinson’s and related conditions, and they intend to expand this to other conditions as the project develops. More people with disabilities will be able to use voice assistants, dictation software, and voice-response services, as well as to use only their voices to control computers and other devices, according to this research.
    • Text transformation. The most recent generation of LLMs is capable of altering already-existing text without giving off hallucinations. This is incredibly empowering for those who have cognitive disabilities and who may benefit from text summaries or simplified versions, or even text that has been prepared for bionic reading.

    The importance of diverse teams and data

    Our differences must be acknowledged as important. The intersections of the identities we exist in have an impact on our lived experiences. These lived experiences—with all their complexities ( and joys and pain ) —are valuable inputs to the software, services, and societies that we shape. Our differences must be reflected in the data we use to develop new models, and those who provide it need to be compensated for doing so. Stronger models can be created using inclusive data sets, which lead to more equitable outcomes.

    Want a model that doesn’t demean or patronize or objectify people with disabilities? Make sure that you include information about disabilities that is written by people who have a range of disabilities and that is well represented in the training data.

    Want a model that uses ableist language without using it? You may be able to use existing data sets to build a filter that can intercept and remediate ableist language before it reaches readers. Despite this, AI models won’t soon replace human copy editors when it comes to sensitivity reading.

    Want a copilot for coding that provides recomprehensible recommendations after the jump? Train it on code that you know to be accessible.


    I have no doubts about how dangerous AI can and will be for people today, tomorrow, and for the rest of the world. However, I also think that we can acknowledge this and make thoughtful, thoughtful, and intentional changes in our approaches to AI that will reduce harm over time as well. Today, tomorrow, and well into the future.


    Many thanks to Kartik Sawhney for supporting the development of this article, Ashley Bischoff for providing me with invaluable editorial support, and, of course, Joe Dolson for the prompt.

  • The Wax and the Wane of the Web

    The Wax and the Wane of the Web

    When you begin to believe you have everything figured out, everything will change. This is a one piece of advice I can give to friends and family when they become innovative families. Simply as you start to get the hang of injections, diapers, and ordinary sleep, it’s time for solid foods, potty training, and nighttime sleep. When those are determined, school and occasional sleeps are in order. The cycle goes on and on.

    The same holds true for those of us who are currently employed in design and development. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Every day we as developers and designers re-enter the familiar pattern, a brand-new engineering or thought emerges to shake things up and completely alter the world.

    How we got below

    I built my first website in the mid-’90s. Design and development on the web back then was a free-for-all, with few established norms. For any layout aside from a single column, we used table elements, often with empty cells containing a single pixel spacer GIF to add empty space. We styled text with numerous font tags, nesting the tags every time we wanted to vary the font style. And we had only three or four typefaces to choose from: Arial, Courier, or Times New Roman. When Verdana and Georgia came out in 1996, we rejoiced because our options had nearly doubled. The only safe colors to choose from were the 216 “web safe” colors known to work across platforms. The few interactive elements (like contact forms, guest books, and counters) were mostly powered by CGI scripts (predominantly written in Perl at the time). Achieving any kind of unique look involved a pile of hacks all the way down. Interaction was often limited to specific pages in a site.

    website requirements were born.

    At the turn of the century, a new cycle started. Crufty code littered with table layouts and font tags waned, and a push for web standards waxed. Newer technologies like CSS got more widespread adoption by browsers makers, developers, and designers. This shift toward standards didn’t happen accidentally or overnight. It took active engagement between the W3C and browser vendors and heavy evangelism from folks like the Web Standards Project to build standards. A List Apart and books like Designing with Web Standards by Jeffrey Zeldman played key roles in teaching developers and designers why standards are important, how to implement them, and how to sell them to their organizations. And approaches like progressive enhancement introduced the idea that content should be available for all browsers—with additional enhancements available for more advanced browsers. Meanwhile, sites like the CSS Zen Garden showcased just how powerful and versatile CSS can be when combined with a solid semantic HTML structure.

    Server-side language like PHP, Java, and.NET took Perl as the primary back-end computers, and the cgi-bin was tossed in the garbage bin. With these improved server-side software, the first period of internet programs started with content-management techniques (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ) In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back finish. Websites now no longer needed to refresh their pages ‘ content. A grain of Script frameworks like Prototype, YUI, and ruby arose to aid developers develop more credible client-side conversation across browsers that had wildly varying levels of standards support. Techniques like image replacement enable the use of fonts by skilled designers and developers. And technologies like Flash made it possible to add animations, games, and even more interactivity.

    These new methods, standards, and technologies greatly boosted the sector’s growth. Web design flourished as designers and developers explored more diverse styles and layouts. However, we still relied heavily on hacks. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). All kinds of nested floats or absolute positioning ( or both ) were necessary for complicated layouts. Flash and image replacement for custom fonts was a great start toward varying the typefaces from the big five, but both hacks introduced accessibility and performance problems. And JavaScript libraries made it simple for anyone to add a dash of interaction to pages, even at the expense of double, even quadrupling, the download size of basic websites.

    The web as software platform

    The interplay between the front end and the back end continued to grow, which led to the development of the current era of modern web applications. Between expanded server-side programming languages ( which kept growing to include Ruby, Python, Go, and others ) and newer front-end tools like React, Vue, and Angular, we could build fully capable software on the web. Along with these tools, there were additional options, such as shared package libraries, build automation, and collaborative version control. What was once primarily an environment for linked documents became a realm of infinite possibilities.

    Mobile devices also increased in their capabilities, and they gave us access to internet in our pockets at the same time. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

    This fusion of potent mobile devices and potent development tools contributed to the growth of social media and other centralized tools for people to use and interact with. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media provided connections on a global scale, with both the positive and negative effects.

    Want a much more extensive history of how we got here, with some other takes on ways that we can improve? ” Of Time and the Web” was written by Jeremy Keith. Or check out the” Web Design History Timeline” at the Web Design Museum. Additionally, Neal Agarwal takes a fascinating tour of” Internet Artifacts.”

    Where we are now

    It seems like we’ve reached yet another significant turning point in recent years. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. From the tried-and-true classic of hosting plain HTML files to static site generators and content management systems of all kinds, there are many different ways to create websites. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. The IndieWeb‘s Webmentions, RSS, ActivityPub, and other tools can assist with this, but they’re still largely underdeveloped and difficult to use for the less geeky. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

    Especially with efforts like Interop, browser support for CSS, JavaScript, and other standards like web components has increased. New technologies gain support across the board in a fraction of the time that they used to. I frequently find out about a new feature and check its browser support only to discover that its coverage is already over 80 %. Nowadays, the barrier to using newer techniques often isn’t browser support but simply the limits of how quickly designers and developers can learn what’s available and how to adopt it.

    We can now prototype almost any idea with just a few commands and a few lines of code. All the tools that we now have available make it easier than ever to start something new. However, the upfront cost these frameworks may save in initial delivery eventually comes down as the maintenance and upgrading they become a part of our technical debt.

    If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks, which previously made it easier to adopt new techniques sooner, have since evolved into obstacles. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And frequently, when scripts fail ( whether due to poor code, network problems, or other environmental factors ), users are left with blank or broken pages.

    Where do we go from here?

    Hacks of today help to shape standards for the future. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we refuse to acknowledge that they are hacks or when we choose not to replace them. So what can we do to create the future we want for the web?

    Build for the long haul. Optimize for performance, for accessibility, and for the user. weigh the price of those user-friendly tools. They may make your job a little easier today, but how do they affect everything else? What is the cost to the users? To future developers? To adoption of standards? Sometimes the convenience may be worth it. Sometimes it’s just a hack that you’ve gotten used to. And sometimes it’s holding you back from even better options.

    Start with standards. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. The same isn’t always the case with third-party frameworks. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. Even after a few years, the same can’t be said about websites created with frameworks.

    Design with care. Consider the effects of each choice, whether it is your craft, which is code, pixels, or processes. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Use the time saved by modern tools to think more carefully and make decisions with care rather than rushing to “move fast and break things”

    Always be learning. If you constantly learn, you also develop. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. Even if you were to concentrate solely on learning standards, you might end up focusing on something that won’t matter next year. ( Remember XHTML? ) However, ongoing learning opens up new connections in your brain, and the techniques you learn in one day may be used to guide different experiments in the future.

    Play, experiment, and be weird! This website we created is the most incredible experiment. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be brave and make new friends. Build a playground for ideas. In your own bizarre science lab, conduct absurd experiments. Start your own small business. There has never been a place where we have more room to be creative, take risks, and discover our potential.

    Share and amplify. As you play, experiment, and learn, share what has worked for you. Write on your own website, post on whichever social media site you prefer, or shout it from a TikTok. Write something for A List Apart! But take the time to amplify others too: find new voices, learn from them, and share what they’ve taught you.

    Go ahead and create.

    As designers and developers for the web ( and beyond ), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s incorporate our values into the products we produce, and let’s improve the world for everyone. Create that thing that only you are uniquely qualified to make. Then share it, improve it, re-use it, or create something new. Learn. Make. Share. grow. Rinse and repeat. Everything will change whenever you believe you have mastered the web.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Image this. You’ve joined a club at your business that’s designing innovative product features with an focus on technology or AI. Or perhaps your business only started using a personalization website. Either way, you’re designing with statistics. What’s next? When it comes to designing for personalization, there are many warning stories, no immediately achievement, and some guidelines for the baffled.

    The personalization space is real, between the dream of getting it right and the worry of it going wrong ( like when we encounter “persofails” similar to a company’s constant plea to regular people to purchase additional bathroom seats ). It’s an particularly confusing place to be a modern professional without a map, a map, or a strategy.

    There are no Lonely Planet and some tour guides for those of you who want to personalize because successful personalization depends so much on each group’s talent, technology, and market position.

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

    There’s a DIY method to increase your chances for victory. You’ll at least at least disarm your boss ‘ irrational exuberance. Before the group you’ll need to properly plan.

    We refer to it as prepersonalization.

    Behind the song

    Take into account Spotify’s DJ element, which debuted this year.

    We’re used to seeing the polished final outcome of a personalization have. A personal have had to be developed, budgeted, and given priority before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. 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 decide where to position your customisation wagers? How do you design regular interactions that hasn’t journey up users or—worse—breed mistrust? We’ve discovered that several budgeted programs foremost needed one or more workshops to join key stakeholders and domestic customers of the technology to justify their continuing investments. Make it count.

    We’ve closely monitored the same evolution with our consumers, from major software to young companies. In our experience with working on small and large personalization work, a program’s best monitor record—and its capacity to weather tough questions, work steadily toward shared answers, and manage its design and engineering efforts—turns on how successfully these prepersonalization activities play out.

    Successful seminars consistently save time, money, and overall well-being by separating successful potential endeavors from unsuccessful ones.

    A personalization training involves a protracted work of testing and function development. It’s never a switch-flip in your software load. It’s ideal managed as a delay that usually evolves through three actions:

    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 democratic personalization platform and why we’re field-testing an following deck of cards: we believe that there’s a foundation grammar, a set of “nouns and verbs” that your organization can use to style experiences that are customized, personalized, or automated. These cards won’t be necessary for you. But we strongly recommend that you create something similar, whether that might be digital or physical.

    Set the timer for the kitchen.

    How long does it take to cook up a prepersonalization workshop? The activities we suggest including during the assessment can ( and frequently do ) last for weeks. For the core workshop, we recommend aiming for two to three days. Here’s a summary of our more general approach as well as information on the crucial first-day activities.

    The full arc of the wider workshop is threefold:

      Kickstart: This specifies the terms of engagement as you concentrate on both the potential and the team’s and leadership’s readiness and drive.
    1. 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.
    2. Work your plan: This stage consists of making it possible for team members to individually present their own pilots, which each include a proof-of-concept project, business case, and 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: Apt your appetite

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

    Create a conversation by mentioning consumer 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. These cards contain a catalog, which we have. Here’s a list of 142 different interactions to jog your thinking.

    It’s all about setting the tone. What are the possible paths for the practice in your organization? Here’s a long-form primer and a strategic framework for a broad perspective.

    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 ). We break down connected experiences into five categories in our cards: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to draw attention to the benefits of ongoing investment as well as the difference between what you deliver right now 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 crucial because it emphasizes how personalization can affect your own methods of working as well as your external customers. 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 decide where their focus should be placed for your product or service. Naturally, you can’t prioritize all of them. Here, the goal is to show how various departments may view their own benefits from the effort, which can vary from one department 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 filling in the personalization gap. Is your customer journey well documented? Will compliance with data and privacy be a significant challenge? Do you have content metadata needs that you have to address? It’s just a matter of acknowledging the magnitude of that need and finding a solution ( we’re fairly certain that you do ). In our cards, we’ve noted a number of program risks, including common team dispositions. For instance, our Detractor card lists six protracted behavior that is harmful to the development of our country.

    Effectively collaborating and managing expectations is critical to your success. Consider the potential obstacles to your progress in the future. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. As research has shown, personalization initiatives face a number of common obstacles.

    At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? You’re all set to go on, good.

    Hit that test kitchen

    What will you need next to bring your personalized recipes to life. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. They give you a variety of options for how your organization can conduct its activities because of their broad and potent capabilities. This presents the question: Where do you begin when you’re configuring a connected experience?

    What’s crucial here is to avoid treating the installed software like a dream kitchen from some imaginary 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.

    Over the course of the workshop, the ultimate menu of the prioritized backlog will come together. 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 be made using recipes that have predetermined ingredients.

    Verify your ingredients

    You’ll ensure that you have everything you need to create your desired interaction ( or that you can determine what needs to be added to your pantry like a good product manager ) and that you have validated with the right stakeholders present. 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.

    Not just discovering requirements, it is. Documenting your personalizations as a series of if-then statements lets the team:

    1. compare findings to a common method for developing features, similar to how artists paint with the same color palette,
    2. specify a consistent set of interactions that users find uniform or familiar,
    3. and establish parity between all important performance indicators and performance metrics.

    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.

    Create your recipe.

    What ingredients are important to you? Consider the construct of a who-what-when-why

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

    Five years ago, we developed these cards and card categories for the first time. We regularly play-test their fit with conference audiences and clients. And there are still fresh possibilities. But they all follow an underlying who-what-when-why logic.

    In the cards in the accompanying photo below, you can typically follow along with right to left in three examples of subscription-based reading apps.

    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: An email is sent when a newly registered user is a subscriber and is able to highlight the breadth of the content catalog.
    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.

    We’ve also found that cocreating the recipes themselves can sometimes be the most effective way to start brainstorming about what these cards might be for your organization. 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.

    The workshop’s later stages, which shift from focusing on cookbooks to focusing on customers, might seem more nuanced. 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.

    Architecture must be improved to produce better kitchens.

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

    When a team is overfitting, it’s because they aren’t designing with their best data, which is why personalization turns into a laugh line. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. For instance, your AI’s output quality is in fact impacted 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’t stand the heat, unquestionably…

    Personalization technology opens a doorway into a confounding ocean of possible designs. Only a deliberate and cooperative approach will produce the desired outcome. So banish the dream kitchen. Instead, head to the test kitchen to save time, preserve job security, and avoid imagining the creative concepts that come from the doers in your organization. There are meals to serve and mouths to feed.

    You have a better chance of lasting success and sound beginnings with this workshop framework. Wiring up your information layer isn’t an overnight affair. However, you’ll have solid ground for success if you use the same cookbook and the same recipes. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    Although there are associated costs associated with purchasing this kind of technology and product design, your time well spent is on sizing up and confronting your unique situation and digital skills. Don’t squander it. The pudding is the proof, as they say.

  • User Research Is Storytelling

    User Research Is Storytelling

    I’ve been fascinated by shows since I was a child. I loved the heroes and the excitement—but most of all the stories. I aspired to be an artist. And I believed that I’d get to do the things that Indiana Jones did and go on exciting activities. Perhaps my friends and I had movie ideas to make and sun in. But they never went any farther. However, I did end up working in user experience ( UI). Today, I realize that there’s an element of drama to UX— I hadn’t actually considered it before, but consumer analysis is story. And you must show a compelling story to entice stakeholders, such as the product team and decision-makers, to learn more in order to get the most out of consumer research.

    Think of your favourite film. It probably follows a three-act narrative architecture: the layout, the conflict, and the resolution, which is prevalent in literature. The second act shows what exists now, and it helps you get to know the figures and the challenges and problems that they face. Act two sets the scene for the fight and the action begins. Here, difficulties grow or get worse. The solution comes in the third and final action. This is where the issues are resolved and the figures learn and change. This structure, in my opinion, is also a fantastic way to think about consumer research, and it might be particularly useful for explaining user research to others.

    Use story as a framework for conducting research

    It’s sad to say, but many have come to see studies as being dispensable. Research is typically one of the first things to go when expenses or deadlines are tight. Instead of investing in study, some goods professionals rely on manufacturers or—worse—their personal judgment to make the “right” options for users based on their experience or accepted best practices. That may lead some groups, but that approach can so easily miss the chance to solve people ‘ real issues. To be user-centered, this is something we really avoid. User study improves pattern. It keeps it on record, pointing to problems and opportunities. Being aware of the problems with your goods and taking action can help you keep 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 take a look at the various functions and how they relate to consumer study.

    Act one: layout

    The basic research comes in handy because the layout is all about understanding the background. Basic research ( also called relational, discovery, or preliminary research ) helps you understand people and identify their problems. Just like in the movies, you’re learning about the difficulties customers face, what options are available, and how those challenges impact them. To do basic research, you may conduct situational inquiries or journal studies ( or both! ), which can assist you in identifying both prospects and issues. It doesn’t need to get a great investment in time or money.

    What is the least sustainable ethnography that Erika Hall can do is spend fifteen minutes with a consumer and say,” Walk me through your day yesterday. That’s it. Provide that one ask. Opened up and listen to them for 15 days. Do everything in your power to protect both your objectives and yourself. Bam, you’re doing ethnography”. According to Hall, “[This ] will definitely prove quite fascinating. In the very unlikely event that you didn’t learn anything new or helpful, carry on with increased confidence in your way”.

    This makes sense to me in all its entirety. And I love that this makes consumer studies so visible. You can simply attract individuals and carry out the recruitment process without having to make a lot of paperwork! This can offer a wealth of knowledge about your customers, and it’ll help you better understand them and what’s going on in their life. That’s what action one is really all about: understanding where people are coming from.

    Maybe Spool talks about the importance of basic research and how it may type the bulk of your research. If you can substitute what you’ve heard in the fundamental research by using more customer information that you can obtain, such as surveys or analytics, or to highlight areas that need more research. Together, all this information creates a clearer picture of the state of things and all its deficiencies. And that’s the start of a gripping tale. It’s the place in the story where you realize that the principal characters—or the people in this case—are facing issues that they need to conquer. This is where you begin to develop compassion for the characters and support their success, much like in films. And finally partners are now doing the same. Their concern may be with their company, which may be losing money because people are unable to complete specific tasks. Or probably they do connect with customers ‘ problems. In either case, action one serves as your main strategy for piqueing interest and investment from the participants.

    When partners begin to understand the value of basic research, that is open doors to more opportunities that involve users in the decision-making approach. And that can influence product team ‘ focus on improving. This gains everyone—users, the goods, and partners. It’s similar to winning an Oscar for a film; it frequently results in a favorable reception and success for your item. And this can be an opportunity for participants to repeat this process with different products. The secret to this approach is storytelling, and knowing how to tell a compelling story is the only way to entice partners to do more research.

    This brings us to work two, where you incrementally review a design or idea to see whether it addresses the problems.

    Act two: fight

    Act two is all about digging deeper into the issues that you identified in operate one. This typically involves conducting lateral study, such as accessibility tests, where you evaluate a potential solution ( such as a design ) to see if it addresses the problems you identified. The issues may include unfulfilled needs or problems with a circulation or procedure that’s tripping users off. More issues may come up in the process, much like in act two of a movie. It’s here that you learn more about the figures as they grow and develop through this work.

    According to Jakob Nielsen, five users should be normally in usability tests, which means that this number of users can generally identify the majority of the issues:” You learn less and less as you add more and more users because you will keep seeing the same things over and over again… After the fifth user, you are wasting your time by constantly observing the same findings but never 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. With fewer participants, each user’s struggles will be more memorable and accessible to other parties when presenting 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.

    Usability tests have been conducted in person for tens of thousands of years, but remote testing can also be done using software like Microsoft Teams, Zoom, or other teleconferencing tools. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You might consider in-person usability tests like watching a movie as opposed to remote testing like attending a play. There are advantages and disadvantages to each. Much more in-depth research is conducted on user experience. Stakeholders can experience the sessions with other stakeholders. Additionally, you get real-time reactions, including surprises, disagreements, 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 conducting usability testing in the field is like watching a play that is staged and controlled, where any two sessions may 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 conduct your research by meeting users at their locations. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. You have less control over how these sessions end as researchers, but this can occasionally 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 add a level of detail that remote usability tests frequently lack.

    That’s not to say that the “movies” —remote sessions—aren’t a good option. Remote training 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 make access to a much wider range of users in their own country. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

    The advantage of usability testing, whether conducted remotely or in person, is that you can ask real users questions to understand their reasoning and understanding of the problem. This can help you not only identify problems but also glean why they’re problems in the first place. You can also test your own ideas and determine whether they are true. 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. The excitement centers on Act 2, but there are also potential surprises in that Act. This is equally true of usability tests. Unexpected things that participants say frequently alter the way you look at things, and these unexpected revelations can lead to unexpected turns in the narrative.

    Unfortunately, user research is sometimes seen as expendable. Usability testing is also frequently the only research technique that some stakeholders believe they ever need, and too frequently. 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 down the area of focus on without considering the needs of the users. As a result, there’s no way of knowing whether the designs might solve a problem that users have. In the context of a usability test, it’s just feedback on a particular design.

    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 demonstrates the value of conducting both directional and foundational 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 encourage stakeholders to take action on the issues raised.

    Act three: resolution

    The third act is about resolving the issues from the first two acts, whereas the first two acts are about understanding the context and the tensions that can compel stakeholders to act. 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 includes all members of the product team, including developers, UX experts, business analysts, delivery managers, product managers, and any other parties who have a say in the coming development. It allows the whole team to hear users ‘ feedback together, ask questions, and discuss what’s possible within the project’s constraints. Additionally, it enables the UX design and research teams to clarify, suggest alternatives, or provide more context for their choices. So you can get everyone on the same page and get agreement on the way forward.

    This act is primarily told through 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 provide the stakeholders with their suggestions and suggestions for how to create this vision.

    Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. The most effective presenters employ the same methods as great storytellers: By reaffirming the status quo and then revealing a better way, they create 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 proof for “what is “—the issues you’ve identified. And “what could be “—your recommendations on how to address them. And so forth and 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 as visual as quick sketches of a potential solution to a problem. These can help generate conversation and momentum. And this continues until the session is over when you’ve concluded by bridging the gaps and offering suggestions for improvement. 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 provides stakeholders with the next steps, and hopefully, the motivation to take those steps as well!

    While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. The three-act structure of user research contains all the components for a good story:

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

    The researcher performs a number of tasks: they are the producer, the director, and the storyteller. The participants have a small role, but they are significant characters ( in the research ). And the audience are the stakeholders. 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 parties should have a goal and a desire to solve the product’s flaws.

    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. User research is ultimately a win-win situation for everyone, and all you need to do is pique stakeholders ‘ interest 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 for too many times, I can’t recall how many times I’ve seen promising ideas go from being heroes in a few weeks to being useless within months.

    Financial goods, which is the industry in which I work, are no exception. It’s tempting to put as many features at the ceiling as possible and expect something sticks because people’s true, hard-earned money is on the line, user expectations are high, and crowded market. However, this strategy is a formula for disaster. Why? How’s why:

    The drawbacks of feature-first growth

    It’s easy to get swept up in the enthusiasm of developing innovative features when you start developing a financial product from scratch or are migrating existing user journeys from papers or telephony channels to online bank or mobile applications. They may believe,” If I may only add one more thing that solves this particular person problem, they’ll enjoy me”! But what happens if you eventually encounter a roadblock as a result of your security team’s negligence? don’t like it, right? When a battle-tested film isn’t as well-known as you anticipated, or when it fails due to unforeseen difficulty?

    The concept of Minimum Viable Product ( MVP ) is applied to this. Even though Jason Fried doesn’t usually refer to it that way, his podcast Rework and his book Getting True frequently address this concept. An MVP is a product that offers only enough significance to your users to keep them interested, but not so much that it becomes difficult to keep up. Although the idea seems simple, it requires a razor-sharp eye, a ruthless edge, and the courage to stand up for your position because it is easy to fall for” the Columbo Effect” when there is always” just one more thing …” to add.

    The issue with most fund apps is that they frequently turn out to be reflections of the company’s internal politics rather than an experience created exclusively for the customer. Instead of offering a distinct value statement that is focused on what people in the real world want, the focus should be on delivering as some features and functionalities as possible to satisfy the needs and wants of competing inside sections. These products may therefore quickly become a muddled mess of confusing, related, and finally unlovable client experiences—a feature salad, you might say.

    The significance of the foundation

    What’s a better course of action then? How may we create products that are user-friendly, firm, and, most importantly, stick?

    The concept of “bedrock” comes into play in this context. The mainstay of your product is really important to people, and Bedrock is that. It serves as the foundation for the fundamental building block that creates price and maintains relevance over time.

    The rock has got to be in and around the standard cleaning journeys in the world of retail bank, which is where I work. People only look at their existing account once every five minutes, but they also look at it daily. They sign up for a credit card every year or two, but they check their balance and pay their bill at least once a quarter.

    The key is in identifying the main tasks that individuals want to complete and therefore persistently striving to make them simple, reliable, and trustworthy.

    But how do you reach the foundation? By focusing on the” MVP” strategy, giving clarity the top priority, and working toward a distinct value proposition. This means avoiding unnecessary functions and putting your users first, and adding real value.

    It also requires some nerve, as your coworkers might not always agree on your eyesight right away. And in some cases, it might even mean making it clear to clients that you won’t be coming over to their home and prepare their meal. Sometimes you may need to use the sporadic “opinionated user interface design” ( i .e. clunky workaround for edge cases ) to test a concept or to give yourself some room to work on something more crucial stuff.

    Functional methods for creating stick-like financial goods

    What are the main learnings I’ve made from my own research and practice?

    1. What trouble are you trying to solve first and foremost with a distinct “why”? Whom? Make sure your goal is unmistakable before beginning any work. Make certain it also aligns with the goals of your business.
    2. Avoid the temptation to put too many characteristics at once and focus on getting that right first. Choose one that actually adds benefit, and work from that.
    3. Give clarity the precedence it deserves over difficulty when it comes to financial products. Eliminate unwanted details and concentrate solely on what matters most.
    4. Accept constant iteration as Bedrock is a powerful process rather than a set destination. Continuously collect customer feedback, improve your product, and work toward that foundational state.
    5. Cease, look, and listen: You don’t just have to test your product during the delivery process; you must also test it consistently in the field. Use it for yourself. Work A/B testing. User comments on Gear. Speak to those who use it, and change things up correctly.

    The foundational dilemma

    This is an intriguing conundrum: sacrificing some of the potential for short-term growth in favor of long-term stability. But the reward is worthwhile because products built with a focus on bedrock will outlive and surpass their rivals over time and provide users with long-term value.

    How do you begin your quest for core, then? Take it slowly. Start by identifying the underlying factors that your customers actually care about. Focus on developing and improving a second, potent have that delivers real value. And most importantly, make an obsessive effort because, in the words of Abraham Lincoln, Alan Kay, or Peter Drucker ( whew! The best way to foretell the future is to build it, he said.

  • An Holistic Framework for Shared Design Leadership

    An Holistic Framework for Shared Design Leadership

    Picture this: Two people are conversing in what appears to be the same talk about the same pattern issue in a conference room at your tech company. One is talking about whether the staff has the proper skills to handle it. The other examines whether the answer really addresses the user’s issue. Similar place, the same issue, and entirely different perspectives.

    This is the lovely, sometimes messy fact of having both a Design Manager and a Guide Designer on the same group. And you’re asking the right question if you’re wondering how to make this job without creating confusion, coincide, or the feared” to some cooks” situation.

    The conventional solution has been to create a table with clear lines. The Design Manager handles persons, the Lead Designer handles art. Problem solved, is that correct? Except for fiction, fresh org charts. In fact, both roles care greatly about crew health, style quality, and shipping great work.

    When you start thinking of your style organization as a pattern organism, the magic happens when you embrace the collide rather than fighting it.

    The biology of a good design team

    Here’s what I’ve learned from years of being on both sides of this formula: think of your design team as a living cell. The layout manager is guided by the group dynamics, emotional security, and career growth. The Lead Designer is more focused on the body ( the user-generated design standards, the handcrafted skills ), than the hands-on work that is done.

    But just like mind and body aren’t totally separate systems, but, also, do these tasks overlap in significant ways. Without working in harmony with one another, you didn’t have a good man. The technique is to recognize those overlaps and how to understand them gently.

    When we look at how good team really function, three critical devices emerge. Each role must be combined, but one has to assume the lead role in keeping that structure sturdy.

    Folks & Psychology: The Nervous System

    Major caregiver: Design Manager
    Supporting position: Lead Designer

    The anxious system is all about mental health, comments, and signals. When this technique is good, information flows easily, people feel safe to take risks, and the staff may react quickly to new problems.

    The primary caregiver is around, the Design Manager. They are making sure the team’s emotional pulse is healthful, creating the ideal environment for growth, and keeping track of the team’s psychological pulse. They’re hosting job meetings, managing task, and making sure no single burns out.

    However, the Lead Designer has a significant supporting position. They’re offering visual feedback on build development needs, identifying stagnant design skills in someone, and pointing out potential growth opportunities that the Design Manager might overlook.

    Design Manager tends to:

    • discussions about careers and career development
    • mental stability and dynamics of the group
    • Job management and resource planning
    • Performance evaluations and opinions management methods
    • Providing understanding options

    Direct Custom supports by:

    • Providing craft-specific coaching for staff members
    • identifying opportunities for growth and style ability gaps
    • Providing style mentorship and assistance
    • indicating when a crew is prepared for more challenging tasks.

    The Muscular System: Design & Execution

    Major custodian: Lead Designer
    Supporting position: Design Manager

    The skeletal structure focuses on developing strength, coordination, and talent development. When this technique is healthy, the team can do complicated design work with precision, maintain regular quality, and adjust their craft to fresh challenges.

    The Lead Designer is in charge of everything here. They oversee the creation of quality standards, provide craft instruction, and set design standards. They’re the ones who can tell you if a design decision is sound or if we’re solving the right problem.

    However, a significant supporting role is played by the Design Manager. They’re making sure the team has the resources and support they need to perform their best work, such as proper nutrition and time for an athlete recovering.

    Lead Designer tends to:

    • Definition of system requirements and design standards
    • Feedback on design work that meets the required standards
    • Experience direction for the product
    • Design choices and product-wide alignment are at stake.
    • advancement of craft and innovation

    Design Manager supports by:

    • ensuring that all members of the team are aware of and adopting design standards
    • Confirming that a direction of experience is being pursued
    • Supporting practices and systems that scale without bottlenecking
    • facilitating design alignment among all teams
    • Providing resources and removing obstacles to outstanding craft work

    The Circulatory System: Strategy &amp, Flow

    Both the lead designer and the design manager were caretakers.

    How do decisions, energy, and information flow through the team according to the circulatory system? When this system is healthy, strategic direction is clear, priorities are aligned, and the team can respond quickly to new opportunities or challenges.

    True partnership occurs in this context. Although both roles are responsible for maintaining the circulation, they both have unique perspectives to offer.

    Lead Designer contributes:

    • The product fulfills the needs of the users.
    • overall experience and product quality
    • Strategic design initiatives
    • User requirements for each initiative are based on research.

    Design Manager contributes:

    • Communication to team and stakeholders
    • Stakeholder management and alignment
    • Inter-functional team accountability
    • Strategic business initiatives

    Both parties work together:

    • Co-creation of strategy and leadership
    • Team goals and prioritization approach
    • organizational structure decisions
    • Success frameworks and measures

    Keeping the Organism Healthy

    Understanding that all three systems must work together is the key to making this partnership sing. A team will eventually lose their way despite excellent craftmanship and poor psychological security. A team with great culture but weak craft execution will ship mediocre work. A team that has both but poor strategic planning will work hard on the wrong things.

    Be Specific About the System You’re Defending.

    When you’re in a meeting about a design problem, it helps to acknowledge which system you’re primarily focused on. Everyone has context for their input.” I’m thinking about this from a team capacity perspective” ( nervous system ) or” I’m looking at this through the lens of user needs” ( muscular system ).

    This is not about staying in your own path. It’s about being transparent as to which lens you’re using, so the other person knows how to best add their perspective.

    Create Positive Feedback Loops

    Which partnerships have created clear feedback loops between the systems in the most effective ways?

    Nervous system signals to muscular system:” The team is struggling with confidence in their design skills” → Lead Designer provides more craft coaching and clearer standards.

    The nervous system receives the message” The team’s craft skills are progressing more quickly than their project complexity.”

    We’re seeing patterns in team health and craft development that suggest we need to adjust our strategic priorities, both systems say to the circulatory system.

    Handle Handoffs Gracefully

    When something switches from one system to another, this partnership’s pivotal moment is. This might occur when a design standard ( muscular system ) needs to be implemented across the team ( nervous system ) or when a tactical initiative ( circulatory system ) requires specific craft execution ( muscular system ).

    Make these transitions explicit. The new component standards have been defined. Can you give me some ideas for how to get the team up to speed? or” We’ve agreed on this strategic direction. From here, I’ll concentrate on the specific user experience approach.

    Stay curious and avoid being territorial.

    The Design Manager who never thinks about craft, or the Lead Designer who never considers team dynamics, is like a doctor who only looks at one body system. Even when they aren’t the primary caretaker, great design leadership requires both people to be as concerned with the entire organism.

    This entails asking questions rather than making assumptions. ” What do you think about the team’s craft development in this area”? or” How do you think this is affecting team morale and workload”? keeps both viewpoints present in every choice.

    When the Organism Gets Sick

    This partnership has the potential to go wrong, even with clear roles. Here are the most typical failure modes I’ve seen:

    System Isolation

    The Design Manager ignores craft development and only concentrates on the nervous system. The Lead Designer ignores team dynamics and only concentrates on the muscular system. Both people retreat to their comfort zones and stop collaborating.

    The signs: Team members receive conflicting messages, poor morale, and poor communication.

    Reconnect with other people’s goals in the treatment. What are you both trying to achieve? It’s typically excellent design work that arrives on time from a capable team. Discover how both systems accomplish that goal.

    Poor Circulation

    There is no clear strategic direction, shifting priorities, or accepting responsibility for keeping information flowing.

    The signs are: Team members are unsure of their priorities, work is duplicated or dropped, and deadlines are missed.

    The treatment: Explicitly assign responsibility for circulation. Who is communicating with whom? How frequently? What’s the feedback loop?

    Autoimmune Response

    The other person’s expertise makes them feel threatened. The Design Manager thinks the Lead Designer is undermining their authority. The Design Manager is alleged to believe that the Lead Designer doesn’t understand craft.

    The symptoms: defensive behavior, territorial disputes, middle-class teammates, etc.

    The treatment: Remember that you’re both caretakers of the same organism. When one system fails, the entire team suffers. The team thrives when both systems are strong.

    The Payoff

    Yes, there is more communication required with this model. Yes, it requires that both parties be confident enough to assume full responsibility for team health. But the payoff is worth it: better decisions, stronger teams, and design work that’s both excellent and sustainable.

    The best of both worlds can be found in strong people leadership and deep craft expertise when both roles are healthy and effective together. One person can help keep the team’s health when one is sick, on vacation, or overjoyed. When a decision requires both the people perspective and the craft perspective, you’ve got both right there in the room.

    The framework scales, which is most important. As your team expands, you can use the same system thinking to new problems. Need to launch a design system? Both the muscular system ( standards and implementation ), the nervous system (team adoption and change management ), and both have a tendency to circulate ( communication and stakeholder alignment ).

    The End result

    The relationship between a Design Manager and Lead Designer isn’t about dividing territories. Multipliering impact is what is concerned with. Magic occurs when both roles are aware that they are promoting various aspects of a healthy organism.

    The mind and body work together. The team receives both the required craft excellence and strategic thinking. And most importantly, the work that is distributed to users benefits both sides.

    So the next time you’re in that meeting room, wondering why two people are talking about the same problem from different angles, remember: you’re watching shared leadership in action. And if it’s functioning well, your design team’s mind and body are both strengthening.

  • Unlocking Hidden Profits with Stacey Hylen

    Unlocking Hidden Profits with Stacey Hylen

    Learn more at Duct Tape Marketing about Unlocking Hidden Profits with Stacey Hylen, a book by John Jantsch.

    Listen to the full season: Overview In this instance of the Duct Tape Marketing Podcast, John Jantsch interviews Stacey Hylen, globally recognized business manager, development strategist, and writer of” Hidden Profits: More Clients and Cash”. Stacey offers practical advice on how business owners can generate long-term clients, raise prices confidently, and generate undiscovered income.

    Learn more at Duct Tape Marketing about Unlocking Hidden Profits with Stacey Hylen, a book by John Jantsch.

    Talk to the full season:

    Overview

    John Jantsch discussions Stacey Hylen, a well-known business manager, development strategist, and writer of” Hidden Profits: More Customers and Cash” in this show of the Duct Tape Marketing Podcast. Stacey shares meaningful insights on how business owners may discover untapped revenue, boost prices with confidence, and make long-term client relationships—often without spending a dime on fresh marketing. The conversation explains why perspective is crucial, how to transition from a commodity to a couture, and why small adjustments ( like a simple push question ) can have a significant impact.

    About the Guest

    Stacey Hylen is a globally recognized business manager, development planner, and speaker who has spent over two decades helping entrepreneurs—from single businesses to Fortune 500s—uncover hidden profits and increase efficiency. Stacey is renowned for her sensible, empowering approach to business growth as a former Chet Holmes International vice president and author of” Hidden Profits.”

    Practical Insight

    • Most business owners are very close to their businesses to spot hidden gain opportunities—outside view is strong.
    • Raising prices is frequently the quickest way to make money, but it necessitates a shift in perspective and ownership of your expertise.
    • Attracting the right clients ( and letting go of the wrong ones ) leads to higher revenue, less price sensitivity, and more enjoyable work.
    • ” Profit leaks” are brought on by avoiding crucial sales and marketing actions and focusing on low-impact tasks.
    • Reframing sales as service ( helping, not selling ) builds confidence and makes it easier to attract and close ideal clients.
    • Past clients are a goldmine—reactivation and” come on back” strategies can drive immediate revenue with minimal effort.
    • Do you want fries with that?- upsells and cross-sells at the point of sale create easy, recurring profit boosts.
    • Every team member should look for opportunities to help clients and add value, not just salespeople.
    • Even” commodity” businesses can reposition themselves as unique, high-value partners through better packaging, messaging, and client experience.
    • Small changes can have huge impact—one new question or process can increase sales by 40 % or more.

    Great Moments ( with Timestamps )

    • 00: 54 – Doubling Revenue with Hidden Profits
      Stacey describes how a client changed pricing and reactivated former customers for dramatic growth.
    • 02: 07 – Overcoming the Fear of Raising Prices
      Why mindset and confidence are essential to charging what you’re worth.
    • 03: 19 – The Power of Defining Your Focus
      How strategic positioning and language attract the right ( and repel the wrong ) clients.
    • 04: 58 – Spotting and Removing” Profit Leaks”
      Why low-impact busywork and avoidance hold businesses back from real growth.
    • 06: 02 – Sales as Service, Not Selling
      Why does rearranging the sales conversation help business owners overcome resistance and win business.
    • 08: 46 – The” Come on Back” Strategy
      How one client reactivated former customers to have their best month ever, even in December.
    • 10: 30 – The$ 700, 000 Mistake
      The cost of not keeping in touch—and how a single call can recover massive lost revenue.
    • The Hidden Profits Framework 12: 53
      Stacey outlines her step-by-step process for finding revenue you already have.
    • 13: 47 – Upsells and Cross-Sells at the Point of Sale
      Simple, proven ways to increase average transaction value.
    • 15: 52 – From Commodity to Couture
      How even price-sensitive businesses can reposition themselves to increase profits and loyalty.
    • 18: 00 – Surprising Results with Small Changes
      The story of a 48 % sales increase resulting from a single upsell question.

    Pulled Quotes

    ” Most business owners are too close to see the hidden profits in their business. It’s about becoming more resourceful, not just adding more.
    — Stacey Hylen

    ” Sales is the service. If you’re great at what you do, you owe it to your clients to help them—and that means being confident about your value”.
    — Stacey Hylen

    John Jantsch ( 00: 01.55 )

    The Duct Tape Marketing Podcast’s latest episode is here. This is John Jantsch. My guest today is Stacey Hylen. She has over 20 years of experience helping business owners uncover untapped revenue and performance in their businesses. She is a globally recognized business coach, growth strategist, and speaker. As a former vice president for Chet Holmes International, Stacey has worked with companies ranging from solo entrepreneurs to Fortune 500s. We’ll discuss her newest book.

    hidden profits, more clients and cash. So welcome to the show, Stacey.

    Stacey Hylen ( 00: 35.247 )

    Thanks John, I’m excited to be here.

    John Jantsch ( 00: 37.696 )

    So you open actually the book with a story, which is always awesome. A business owner doubled their revenue without new marketing spend. Can you explain a small amount of the hidden profit you helped them uncover and, perhaps also, how they couldn’t spot it themselves.

    Stacey Hylen ( 00: 54.649 )

    Yeah, well, the truth is that most business owners are stuck in the day to day activities all the time. so it’s really, really hard to see the things for yourself. So the hidden profits came about from when I worked with Tony Robbins and he said during the recession, it’s not about a lack of resources. It involves developing more resources.

    And so what we looked at is, all right, what are the ways that we can increase? And we examined the various unintended profits in his company. In this case, he was able to do a come on back strategy to reactivate a bunch of the clients that, that hadn’t been in his business for a while and increase his business that way. And then we also looked at tweaking his pricing because this is in a lot of places he was under pricing what he was doing.

    John Jantsch ( 01: 45.902 )

    Yeah, yeah, we could probably talk the whole show about that very thing. That’s especially true for service-based businesses. What would and you probably encountered that a lot, right? So just telling somebody they should raise their prices. It makes sense, I suppose. It’s pretty hard for them to sometimes stomach. How can you turn people around the resistance they’re used to experiencing?

    Stacey Hylen ( 02: 07.779 )

    Well, it’s funny because in the book I call that that fear factor, right? The hidden benefit of raising your prices is because people who are unable to raise prices do so because they lack mentality as opposed to abundance mentality. It also comes from not owning your expertise. And so, in my opinion, one of the biggest obstacles for entrepreneurs is to first have control over their expertise and the outcomes their clients ‘ clients receive. And when you.

    John Jantsch ( 02: 11.746 )

    Yes, that’s correct.

    Stacey Hylen ( 02: 37.315 )

    It’s much easier to say,” OK, this is worth charging more for, be willing, know, sometimes it’s baby steps that we have to do, you know, that we raise the price on one particular product, service, or program, and then, you know, step it up again and again until we get to the right spot.

    John Jantsch ( 03: 00.226 )

    You know, I also find a lot of that comes from them not really being very specific about who they can help. And as a result, they draw a lot of people who don’t value their services, don’t value their expertise, and are thus very price sensitive. Would you, would you say that’s also another, like getting people to narrow their focus as part of it too?

    Stacey Hylen ( 03: 19.331 )

    Yeah, it’s really important. And I think part of that comes from your language when you speak to in your marketing, you know, and really honing in that strategic positioning so that you become the expert that they want to work with. And I believe that yesterday I had a client here for a VIP day, as you may well know. And one of the things that was funny is he was saying words that he wanted, you know, to attract the clients and.

    None of the words he mentioned were the words that a transformation’s potential would be looking for or seeking in reality. So we had to really look at that. And then we also looked at, know, who are those clients that he didn’t want and what were the warning signs? Because I believe that a lot of times, again coming from a lack perspective versus an abundance perspective, they believe it’s a lead. have to take this client. However, having a lot of bad clients drains your energy. It sucks your time.

    And it’s not a great way to grow your business. While having a fun-to-work with, invested client is one of your ideal clients, that is a fantastic way to expand your company.

    John Jantsch ( 04: 15.278 )

    Yeah.

    John Jantsch ( 04: 23. 244 )

    Yeah, it’s funny, you know, you’re in this game very long at all. You know, you can almost, I can almost talk to a client. You know, well, if we go, you’re going to be a good client or not, so they ask me first. You know, you get really good at sort of recognizing that perfect client behavior, don’t you?

    Stacey Hylen ( 04: 39. 149 )

    Yes. And also it’s, it’s, it’s willing to be pay attention to your gut when you hear that, but you’re like, Ooh, that’s not going to be a good one. And being willing to simply release them and let them roam.

    John Jantsch ( 04: 44.118 )

    Yeah, yeah, yeah, yeah, yeah, yeah, yeah.

    John Jantsch ( 04: 52.022 )

    You identify something as being a problem that you call profit leaks. You want to briefly describe what those are.

    Stacey Hylen ( 04: 58.991 )

    Yes. So one of the things with the profit leaks is that people are focusing on the wrong thing in their business. They’re focusing on the minutia in their business that is not helping them create revenue. Right. And so this could be endlessly tweaking your website. could be anything that is so much simpler to accomplish than to actually conduct some marketing, go out there, talk to prospects, and get in front of, you know, places where your ideal clients are.

    John Jantsch ( 05: 13.417 )

    Right

    John Jantsch ( 05: 20.204 )

    Mm-hmm.

    Stacey Hylen ( 5: 26.883 )

    So I’m sure you see that in all of your work that people just like hide out. Because they don’t take the necessary steps, that’s where a lot of those revenue leaks actually occur.

    John Jantsch ( 05: 36.682 )

    Well, I can go a lot of directions with that. But I believe that’s a real problem. A lot of businesses, mean, a of people know how to do something. They entered a company to do it, but they didn’t actually enter one to sell to, you know, to actually talk to or persuade people as they might feel. So how do you get people past that? Because I mean, the whole profit conversation kind of breaks down if I can’t go out there and get clients.

    Stacey Hylen ( 06: 02.691 )

    The thing is, that I really help my clients shift from seeing sales as selling to helping them see it as serving. And the reason for that is that if I asked you what was your favorite restaurant, you would say, John, what is your favorite restaurant. It’s easy to say, right?

    John Jantsch ( 06: 18.35 )

    Okay, Trace Greengroce is playing in Nederland, Colorado, if you’re listening. Okay, go ahead.

    Stacey Hylen ( 06: 24.565 )

    Awesome. Awesome. And as you might expect, that’s simple because you think, my goodness, I’m going to help Stacey find a fantastic restaurant while she’s in Colorado. But the thing is, is your prospects are also having problems and challenges. And if you are truly skilled in what you do and are an expert at it, you should be willing to share what you do because you are actually helping someone solve their problem. So I think that’s really the first step to shift into that.

    that confidence and that’s where having a coach really helps is because sometimes they have, my clients have to borrow my confidence, both in selling, marketing, and also raising their prices, right? Because of all of those, confidence issues.

    John Jantsch ( 06: 51.02 )

    Yeah.

    John Jantsch ( 06: 56.056 )

    Yeah, yeah.

    John Jantsch ( 07: 02.604 )

    Yes. And I would extend that to referrals too, because a lot of people, even if they have a good customer, they’re like, I’m reluctant to ask, you know, for referrals, but it’s the same thing. Wouldn’t you be your friend if you were getting this amazing result, like, if you were? So it’s kind of the same mentality, isn’t it? So I should have asked this at the very beginning of the show. However, we should start by talking briefly about how people relate to the word “profit.” You know, a lot of business owners,

    don’t really think about profit, or, heaven forbid, some people actually see it as a negative thing. And so consequently, and you probably know Mike McCallewitz, my friend that’s been on the show a number of times, wrote Profit First. And you you said that a lot of business owners, all they really want to do is pay the bills and pay themselves a salary and, you know, amounts to being a job rather than building an asset. Do you ever discover that you have to actually set the tone at times?

    Stacey Hylen ( 07: 44.143 )

    Mm-hmm.

    John Jantsch ( 07: 59.532 )

    baseline for what profit is and why it’s a good thing?

    Stacey Hylen ( 08: 03.279 )

    It does depend on the client occasionally, right? But I think a lot of times what happens is, you know, the hidden profits are really revenue boosters that go direct line to bottom line profit. And that’s what makes this book different. Right, because that’s why this book has hidden profits, because there are things that…

    John Jantsch ( 08: 04.737 )

    Okay.

    John Jantsch ( 08: 08: 8 )

    Yeah, yeah.

    John Jantsch ( 08: 16.108 )

    Yes. Yeah. Raise your prices without raising your costs. Right.

    Stacey Hylen ( 08: 23.691 )

    increase your revenue, but because it doesn’t raise your cost, you’re not using the strategies in the book to generate more marketing or expense. It all goes to the bottom line profit. So it makes it much easier to boost your profit.

    John Jantsch ( 08:26.958 )

    Yeah.

    John Jantsch ( 08: 36.398 )

    So, if you were going to enter a company, which I know is different, but have you discovered that there are a few things like, that’s the low hanging fruit. Like here’s the first thing we’re gonna do.

    Stacey Hylen ( 08: 46.051 )

    Yes, absolutely. So the first thing is, know, what do you have for past clients that are currently not doing business with you? Because those people trust you, they love you, and you know they are shy or hesitant to do it, in general. People are, other than dentists, are hesitant to get people to come back, right? And so.

    John Jantsch ( 09: 10.156 )

    Yeah,

    Stacey Hylen ( 09: 11.247 )

    We want to implement a come on back approach. And I had a client that I talk about in the book that she was taking one of my live hidden profit programs and it was the slowest month of the year for her. It was December. She was selling weight loss. Nobody wants to lose weight in December. It’s time to eat your grandmother’s cookies, isn’t it? So we did, she, she was an action taker and she said, I’m going to do it even though it’s December. And I was like, well, this might not be the best month for this hidden profit, but go for it.

    John Jantsch ( 09: 26.486 )

    Right,

    Stacey Hylen ( 09: 39.809 )

    She increased her sales by more than 50 % in a single month. She had her best month ever in her business by doing that reactivation strategy. And it’s because she actually went back to them, gave them permission to come back. And sometimes that’s because you think the client is shy because they might have tried using another weight-loss product or using someone else to fix their car or cut their hair or whatever. And you’re saying like, Hey, I’d love to have you back.

    John Jantsch ( 09: 53. 861 )

    Yeah.

    John Jantsch ( 10: 01.932 )

    Yeah, yeah, yeah.

    Stacey Hylen ( 10: 09.017 )

    come on back and that works almost every single time to really boost profits very quickly.

    John Jantsch ( 10: 15. 148 )

    You know, it’s really interesting too, because I think most businesses feel like, they left because they weren’t getting what they wanted here or, but people leave for tons of reasons. Right. And so I believe that many people’s reaction to the idea that it was all about us is probably what holds them back.

    Stacey Hylen ( 10: 30.625 )

    Yes, this is going to be a rider-downer for both your listeners and viewers. I have a client, we call this the$ 700, 000 mistake. And he was coming to his coaching call and he canceled last minute. And I responded,” What happened?” And he said, well, I had a hundred thousand dollars sale. No, typically a sale for one hundred thousand dollars. I would be like, let’s do our happy dance. And he said, no, Stacy, this was not a happy dance moment. And I said,” Well, how can a thousand dollars sale not be a happy hour?” And he said, this client.

    John Jantsch ( 10: 34.904 )

    Okay, let’s hear it.

    John Jantsch ( 10: 51.084 )

    Right, right.

    Stacey Hylen ( 11: 00.111 )

    was a former client who has been trading with my competition for the past seven years. And because he had not said, come on back, he lost$ 700, 000 in sales. So I want your listeners to be thinking about that. Really, there is some hidden profit in there that you can easily re-engage with if you speak to these former clients.

    John Jantsch ( 11: 26.412 )

    I suppose, in any case, I believe he should have performed the happy dance. Okay. He learned a lesson, but take what you can get.

    Stacey Hylen ( 11: 33.769 )

    He learned a very expensive lesson.

    John Jantsch ( 11: 38.424 )

    So in some cases, people left because something was too expensive, their business had changed or something. mean, so how often do you find that the hidden profits might be in saying, hey, we need to relook at all of our products or all of our offerings and repackage or repositioning. How much of making new money kind of revitalizes what you’ve already made?

    Stacey Hylen ( 12: 01.711 )

    Yeah, well, when I, I have a mastermind, we hold retreats twice a year, and we do them every six months, I would say six months. It kind of gives us a time to like deep dive into the business and look at, okay, what’s working, what’s changed because you’re, you know, the markets change, the economy changes. AI has brought in a lot of stuff, right? Like myself, I recently obtained my AI consultant certification. like you can look at like.

    John Jantsch ( 12: 22. 892 )

    Right. Right.

    Stacey Hylen ( 12: 29. 817 )

    How can you refresh your offers to meet what your clients actually want right now? How can you arrange them differently? How can you drive them to those offers in a way that gets more clients quickly?

    John Jantsch ( 12: 45.048 )

    You do, therefore, mention the hidden profits section in the book. Is there a way for you to give the high level, here’s the step-by-step process?

    Stacey Hylen ( 12: 53. 581 )

    Yeah, so what we’re looking at is we’re looking at where you’re not getting the revenue coming in the door. So we talked about the reactivation, the come on back. That leaves you with clients who have already engaged with you. Another great spot to look at that’s a very quick win for most people is do you want fries with that? Right? The upsell. Now, when we were kids, we went to McDonald’s and they said, do you want fries with that? And our parents said,” OK.”

    And now they sell the happy meal, you know, the combo meal that has everything together with it. And they say,” Do you want to biggie-size it or to supersize it?” And so a lot of times people are leaving money on the table right there when people have their wallets out. So when people have their wallets out in your business, that’s an opportunity for you to say, okay, you’re signing up for this. Do you like this? The VIP level support? Do you like this?

    John Jantsch ( 13: 37.646 )

    Mm-hmm.

    Stacey Hylen ( 13: 47.407 )

    additional thing that will assist them in resolving their issue and expedite their goals. So those are two hidden profit points that are really quick to add into your business without any additional time, money, or, you know, team members to implement them.

    John Jantsch ( 14: 03. 31 )

    Let’s say you do have a team. I work with a lot of folks that have, you know, even salespeople in organizations, which, you know, their job is to sell more stuff, right? However, what you’re talking about is the reactivating customers who are looking for ways to sell more to, you know, even account managers, as they do in marketing firms. I isn’t that something that really ought to be, or a business ought to look at that as being everybody’s job, is to start adding those things?

    Stacey Hylen ( 14: 27. 725 )

    Yes, absolutely. Absolutely. Like I have a client for a long time. He’s been my client for over 15 years. And so what we consider to be your best clients every year is, okay, who are they? What additional products, services, what additional things can help them solve their problems and help their clients reach their goals faster. And then his team, he has salespeople and he has operations people, they are trained to look for.

    opportunities are also present in that account. Like what else does this client need? What other divisions could benefit from our services, according to this business? Who else could we meet in this company that could connect us to somebody else in the company that also needs our products or services? So absolutely, that’s something that should be constantly looked at and also rewarded, right? In terms of not just a sales team but also if you have an operations team that deals with clients frequently, they’re a really good person to work with.

    John Jantsch ( 15: 16.492 )

    Yeah, yeah, yeah.

    Stacey Hylen ( 15: 24. 089 )

    hear about the pain, to hear about the goals within the company, how they’ve changed since the person’s talked to the salesperson and bring in some additional revenue through that avenue as well.

    John Jantsch ( 15: 31.116 )

    Yes.

    John Jantsch ( 15: 35.852 )

    What about companies that feel like, and I run across them all the time, at least people have this mentality. I feel like I work in this commodity sector. It’s all about price. You know, there’s, there’s really nothing more we can squeeze out of this. Have you ever been able to influence businesses that are similar, or at least those that are?

    Stacey Hylen ( 15: 52.259 )

    That is absolutely true, and one of my favorite things to do is transition clients from being a commodity to a couture. And what that means is, you know, if you are competing on price, right? I had a client in the logistics industry, they are competing on price every single day and they’re competing against a hundred million dollar, billion dollar companies that are, you know, they have hundreds of salespeople smiling and dialing all day long, sending cold emails, all of that.

    John Jantsch ( 15: 56. 00 )

    Yeah.

    John Jantsch ( 16: 13.826 )

    Right.

    Stacey Hylen ( 16: 22.325 )

    And my client was a boutique company. He’s gone from six to eight figures since we’ve been working together because we positioned him as this couture brand of helping him solve a problem for his client and get a better result, not saying, Hey, can we quote you on, on shipping? Do you have a quote? And so what we’ve done is we’ve positioned him as how can we help you increase the client satisfaction on the back end?

    John Jantsch ( 16: 32.557 )

    Mm-hmm.

    Stacey Hylen ( 16: 48.267 )

    of the transaction once you make a sale in your company. Logistics also turns into a value-added service rather than a cost. that also, when you position yourself in that future manner, it also helps the person making that buying decision be more confident changing providers because they’re going towards something, not just like making a minute improvement in something or just cutting costs, which often means you’re getting less service, less quality.

    John Jantsch ( 17: 08. 172 )

    Yeah, right.

    John Jantsch ( 17: 17.398 )

    Yes. Well, and they also aren’t going to leave you for the next person that’s five cents cheaper, right? Because it’s like there’s no way around it. Have you had any results that that that you’ve gotten for somebody that even surprised you?

    Stacey Hylen ( 17: 22.723 )

    Absolutely, absolutely, absolutely.

    Stacey Hylen ( 17: 30.847 )

    Oh my goodness. Well, I would say that person doing the weight loss in December was a huge one. the other one, I had a client who had an auto parts store who is, you know, had all employees that were elderly and he was complaining about them when he did his intake form and is saying like, this wasn’t working, that wasn’t working. And the team was the focus. And I said, my gosh, how am going to help him if none of his team will do anything he said?

    John Jantsch ( 17: 35.822 )

    Yeah.

    John Jantsch ( 17: 55.555 )

    Mm-hmm.

    Stacey Hylen ( 18: 00.271 )

    So I said, we’re probably going to have to clean the house. And when we got on the call, he said, well, I’m not willing to let anybody go there. This small town is where we reside. They’re not gonna get any other employment. They’re family members, church members. So what we did was we conducted an one-question upsell. That was it. And that significantly increased his monthly sales. And it was just, he was blown away. I was blown away because he had such a hard, you know,

    John Jantsch ( 18: 09.347 )

    Hehehe.

    Stacey Hylen ( 18: 29.039 )

    Hill to climb with his staff to accomplish something? Just one question at a 48 % increase.

    John Jantsch ( 18: 35.278 )

    You and that’s a great lesson, too, because we occasionally try to do all of these, don’t you? At one time, and it just kind of overwhelms everybody. People enjoyed doing that one thing for themselves. And then they probably, when they started seeing success, they probably got a little jazzed in.

    Stacey Hylen ( 18: 50.711 )

    Yes, yes, because you want to have more of that when you get a yes and people are content. Right. Additionally, the employees had the employer being really happy, which created goodwill and improved the company culture as well.

    John Jantsch ( 18: 53.419 )

    you

    John Jantsch ( 19: 05.774 )

    Well, Stacey, I appreciate you stopping by the Duct Tape Marketing Podcast for a moment. Where would you invite people to connect with you, find out more about your work, and obviously pick up a copy of Hidden Profits?

    Stacey Hylen ( 1980 ): 14.

    Yeah, thanks for asking. This has been great. I can be found online at staceyhyland.com, and I’m Stacey Hyland everywhere. And then if you want to get on the early bird list for the book, you go to hiddenprofitbook .com and we’re going to have a bunch of resources there. I have some AI stuff that I’ve kind of hidden behind the scenes and have, you know, plugged in with the hidden profits. So that’s going to be great. So go to hiddenprofitbook .com to get that as well.

    John Jantsch ( 1942.24 )

    Awesome. I appreciate you stopping by, and I’m hoping to see you on the road one day.

    Stacey Hylen ( 19: 46.932 )

    Thanks John, have a great day.

    powered by
  • The Naked Gun Review: Liam Neeson Has Killer Deadpan

    The Naked Gun Review: Liam Neeson Has Killer Deadpan

    Humor can occasionally become an art form, but it’s also a research. Which is to say that there is some solid statistical evidence supporting your enjoyment of the narrative. A good description or a sense of pleasure expanded on from a satire’s most humorous of well-clipped could raise the respect of a charade.

    On Den of Geek, the second post was The Dressed Gun Review: Liam Neeson Has Killer Deadpan.

    Great ideas and stories abound in the contemporary game landscape. Some Professional video games have as much lore as a Homeric amazing. The wide tale areas of Elden Ring &#8216, which are located in the Lands Between!, were also completed by Game of Thrones father George R. R. Martin. But, that wasn’t always the case.

    The idea of &#8220, lore&#8221 was never frequently taken into account for &#8217, 90s and &#8217, 00s activities, which were primarily focused on creating a pleasant gameplay experience through basic graphics. Despite their small canon, gamers eventually learned to respect and value these titles. There is no better illustration of this occurrence than Sony’s automotive fight series Twisted Metal. In the midst of Calypso&#8217’s destruction derby, themes, characters, weaponry, locations, and also themes started to emerge.

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

    In its first year, the Peacock TV set version Twisted Metal made homage to that unknowable mythology. The second time is now poised to dig even further into the games ‘ story. Anthony Mackie ( John Doe ), Stephanie Beatriz ( Quiet ), Joe Seanoa ( Sweet Tooth ), and Anthony Carrigan ( Calypso ) among the showrunners at San Diego Comic-Con.

    &#8220, The legend is thus unhinged. Showrunner Smith says of the Twisted Metal company,” It’s really insane, &#8221. We have registries in the authors ‘ area, which is so full of all the weapons and rates, to ensure that viewers can always have all those Easter egg. It’s usually so enjoyable to include that thing. &#8221,

    Per Smith, the Leonardo DiCaprio-pointing joke stuff this time around will make some unexpected allusions to one of the book’s most adored characters.

    We included some crazy Axel legend, and we included it. I find it hard to believe that the Twisted Steel writers and designers included this thing unless you are really serious in the Twisted Metal mythology and you see what we included from Axel’s story. &#8217, It&#8217, s but strong and it &#8217, s but stupid how we included it. &#8221,

    While the iconic conflagratory clown Sweet Tooth (voiced by Joe Seanoa and voiced by Will Arnett ) was able to appear in Twisted Metal&#8216, the game’s first time, winter two thoroughly reveals the guy behind the demolition tournament screen. A wonderfully deranged dandy who fits the Twisted Metal universe as comfortably as his absurd wig fits his head, Calypso, played by Anthony Carrigan ( a.k .a. Noho Hank in Barry and Metamorpho in this summer’s Superman ).

    Actually, hair does all the acting. &#8220, I take very little credit, it &#8217, s all the hair, &#8221, Carrigan jokes. The character’s framework was that, but we were able to work together and have fun. I took a lot of rights, I’m going to say. many freedoms are involved. However, I believe the cast’s overall attitude is really truly good for having fun and pushing the limits while having a good time. &#8221,

    &#8220, It&#8217, s a bible to you, bro, &#8221, Mackie adds to Carrigan. A typical artist would have entered, never taken risks, not pushed the envelope, and instead just stood there and said the script. However, all the crazy shit came from you. You completely lost your mind. It was stunning to view. It was like &#8216, oh what &#8217, s this dude gonna be&#8217, and then you &#8217, d be on set and hear]INDESCRIBABLE HAUNTING LAUGH]. &#8221,

    The display &#8217, s premise’s flexible format also allows for Twisted Metal to experiment with some fresh personalities, including the introduction of a particular post-apocalyptic big who is so revolting that this recruiter begged Smith for an explanation.

    When we broke the concept of Big Baby, I told my wife, and she said,” I hate Big Baby,”’ Smith says. She was incredibly angry with me that we came up with it. She instructed me to reduce Great Baby, and I responded,” Big Baby stays, honey.” It&#8217, s Major Baby or me. ‘ &#8221,

    We appreciate the effort, Nan, to omit Major Baby in any case.

    The first three incidents of Twisted Metal winter 2 air on Peacock on Thursday, July 31. Fridays bring in new incidents, with the season’s conclusion set for August 28.

    The second article Strong Lore For a Beloved Game Character Will Be Included in Twisted Metal Season 2 appeared initially on Den of Geek.

  • 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 feedback can cause conflict in jobs, lower motivation, and negatively impact faith and teamwork over the long term. 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?

    On the web, we may find a long history of sequential comments: code was written and discussed on mailing lists since the beginning of open source. 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. It generally shares many of the principles with comments, but it also has some differences.

    The material

    The material of the feedback serves as the foundation for all effective critiques, so we need to begin there. There are many designs that you can use to form 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 pattern 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 a flaw in the situation. 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. Can they be altered?

    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? From the perspective of the project manager? A first-time user’s perspective?

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

    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.

    I anticipate one to go forward and the other to go back when I see these two buttons. 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 feedback in general, in my experience, going back to the question approach typically leads to the best solutions because designers are generally more at ease in being given an open space to explore.

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

    I anticipate one to go forward and the other to go back when I see these two buttons. 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:

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

    I anticipate one to go forward and the other to go back when I see these two buttons. 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 I reviewed feedback with other people a while back when I was putting a lot of effort into improving my feedback. 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. Surprise surprise, my next round of criticism from a specific 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 a person in this other team who had always 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 no. Let’s explore both sides.

    No, because of the length in question, this kind of feedback is effective and can provide just 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”. The designer receiving this feedback wouldn’t have much to go by, so 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. Without explaining the why, the designer might assume that the change is one of consistency, 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.

    Therefore, the equation above is intended to serve as a mnemonic to reflect and enhance the practice rather than a strict template for feedback. 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 lasting change in people, and tone alone can determine 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 the one for content: the 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 live, 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 needs varies. 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. Before writing, it’s important to make sure the person we’re writing will actually benefit them and improve the overall project. 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, and that’s okay. 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? How can I be more helpful?

    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 non-native speakers may not be able to comprehend all thenuances of some sentences, that our brains may be different, and that we may perceive the world differently. Neurodiversity is a requirement. 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 the way I typed “oh” into my list of replaced words (your choice between aText, TextExpander, or others ), so that it was instantly deleted when I typed “oh.”

    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 with someone I knew,” How does this sound,”” How can I do it better,” or even” How would you have written it,” I discovered that the two versions had different meanings.

    The format

    Asynchronous feedback also has a significant inherent benefit: we can devote more time to making sure that the suggestions ‘ clarity of communication 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 have a thorough understanding of the project, or is this your first encounter with it? Are you coming from a high-level perspective, or are you figuring out the details? Are there regressions? Which user’s point of view do you consider when providing 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 every improvement that could be made. 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 to 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 consider 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—I anticipate one to go forward and the other to go back when I see these two buttons. 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 they can be very useful in the right context. 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. Sometimes we might feel good or bad about something, so we don’t say it. 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 third, 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 feedback?” is perhaps one of the worst ways to ask for suggestions. 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.

    When we realize that receiving input can be seen as a form of pattern analysis, it might seem counterintuitive to begin the process with a question. 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 criticism is never 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. Problem, generation, and analysis. 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 view” at the conclusion of a presentation are likely to generate a lot of divergent thoughts, or worse, to make people follow the lead of the first speaker. And next… we get frustrated because vague issues like those can change a high-level moves review into folks rather commenting on the borders of buttons. Which topic may be a wholesome one, so it might be difficult to get the team to switch to the subject you wanted to concentrate on.

    But how do we get into this scenario? It’s a combination of various components. One is that we don’t often consider asking as a part of the input approach. Another is how healthy it is to assume that everyone else will agree with the problem and leave it alone. Another is that in nonprofessional conversations, there’s usually no need to be that exact. In summary, we tend to undervalue the value of the issues, and we don’t work to improve them.

    The work of asking good questions guidelines and focuses the criticism. It’s even a form of acceptance because it specifies what kind of comments 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 give opinions.

    There isn’t a second best method to request feedback. It simply needs to be certain, and precision may take several shapes. The concept of stage over level 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 consumer 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 future inquiries. 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 top-most error counter, which ensures that you can see the next error even when the error 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. Are there any ways to deal with 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 possible to appear specific, but the “good” qualifier can be found in an even better question,” When the block opens and the buttons appear, is it clear what the next action is?”

    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. I’m going to use the term iteration post for this. 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.

    Using iteration posts has a number of benefits:

    • It creates a rhythm in the design work so that the designer can review feedback from each iteration and prepare for the next.
    • It makes decisions accessible for upcoming review, and conversed 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. From there, there can be 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 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 every iteration post, I would copy and paste this, so I could do it again. 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 artifact, in essence. 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 objects since it makes them look better to refer to. Write the post in a way that helps people understand the work. It’s not very 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 design process is complete and the feature is ready.

    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 a draft, just a concept to start a discussion, or it might be a cumulative list of all the features that have been added 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. Everyone knows where to go to review things, and it’s simple to say” This was discussed in i4″ with each project.
    • 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 describe a design as complete enough to be worked on, even if there might be some bits that still need more attention and in turn, more iterations would be required, such as” with i8 we reached RC” or “i12 is an RC” to indicate when it is finished.

    The review

    What typically occurs during a design critique is an open discussion, with a back and forth between parties that can be very productive. This approach is particularly effective during live, synchronous feedback. However, when we work asynchronously, using a different approach is more effective: we can adopt 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.

    Asynchronous feedback is particularly effective around these friction points because of this shift’s significant benefits:

    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 feel pressured 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. When we treat 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, responding to all comments can be effective.

      One is to let the next iteration speak for itself. When the design changes and we publish a follow-up iteration, that’s the response. You might tag all the people who were involved in the previous discussion, but even that’s a choice, not a requirement.
    • Another option is to respond politely to acknowledge each comment, such as” Understood. Thank you”,” Good points— I’ll review”, or” Thanks. These will be included in the upcoming iteration. 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 quickly summarize 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, a brief response with a link to the previous discussion for additional information is typically sufficient if responding to a previously litigated point might be helpful. 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, presenting everything in aggregated 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 has the most background and knowledge to make the best 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.