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  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    As a UX skilled in today’s data-driven landscape, it’s extremely likely that you’ve been asked to design a personal digital experience, whether it’s a common website, user portal, or local application. Despite there still be a lot of advertising hype surrounding personalization systems, there are still very some standardized methods for implementing personalized UX.

    That’s where we come in. We set ourselves the challenge of developing a systematic personalization construction tailored to UX practitioners after finishing dozens of personalization tasks over the past few years. The Personalization Pyramid is a designer-centric model for standing up human-centered customisation programs, spanning information, classification, content delivery, and general goals. By using this strategy, you will be able to understand the core elements of a modern, UX-driven personalization system ( or at the very least understand enough to get started ).

    Getting Started

    For the sake of this article, we’ll believe you’re already familiar with the basics of online personalization. A nice guide can be found these: Website Personalization Planning. Although Graphic projects in this field can take a variety of forms, they frequently begin with identical starting points.

    Popular circumstances for launching a personalization project:

    • Your business or client made a purchase to personalize their content management system ( CMS ), marketing automation platform ( MAP ), or other related technology.
    • The CMO, CDO, or CIO has identified personalisation as a target
    • User data is disjointed or confusing
    • You are conducting some sporadic targeting strategies or A/B assessment.
    • On personalization method, participants disagree.
    • Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

    A powerful personalization plan will need the same fundamental building blocks regardless of where you begin. We’ve captured these as the “levels” on the tower. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

    From top to bottom, the amounts include:

      North Star: What larger corporate goal is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will the personalized experience been served?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. User Parts: What constitutes a special, suitable market?
    5. What trustworthy and credible information does our professional platform collect to enable personalization?
    6. Natural Data: What wider set of data is potentially available ( now in our environment ) allowing you to optimize?

    We’ll go through each of these amounts sequentially. To make this more bearable, we created a deck of cards that accompany it to show specific examples from each stage. We’ve found them useful in brainstorming about customisation, so we’ll provide examples for you here.

    Starting at the top

    The elements of the pyramids are as follows:

    North Star

    Ultimately, you want a North Star in your personalization plan, whether big or small. The personalisation program’s entire goal is described in The North Star. What do you wish to perform? North Stars cast a ghost. The bigger the sun, the bigger the dark. Example of North Starts may incorporate:

      Function: Personalize based on basic customer sources. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. Feature: Self-contained personalisation componentry. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
    2. Experience: Personal user experiences across many interactions and consumer flows. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
    3. Solution: Highly differentiating personal product experiences. Example: Standalone, branded experience with personalization at their base, like the “algotorial” songs by Spotify quite as Discover Weekly.

    Goals

    As in any great UX style, personalization may help promote designing with client intentions. Objectives are the military and measurable indicators that will show the success of the overall program. Start with your existing analytics and assessment system, as well as metrics that you can benchmark against. In some cases, new targets may be ideal. The most important thing to remember is that personalisation is more of a means of achieving an objective than a desired result. Common targets include:

    • Conversion
    • Time on work
    • Net promoter score ( NPS)
    • Consumer pleasure

    Touchpoints

    Touchpoints are where personalisation takes place. As a UX artist, this will be one of your largest areas of responsibility. The touchpoints you have will depend on how your personalization and the related technologies are configured, and they should be based on enhancing a person’s encounter at a specific point in the journey. Touchpoints can be multi-device ( mobile, in-store, website ) but also more granular ( web banner, web pop-up etc. ). Here are some examples:

    Channel-level Touchpoints

    • Email: Role
    • Email: Occasion of available
    • In-store display ( JSON endpoint )
    • Native game
    • Search

    Wireframe-level Touchpoints

    • Web overlay
    • Web call club
    • Web symbol
    • Web content wall
    • Web list

    If you’re designing for online interface, for instance, you will likely need to include personal “zones” in your wireframes. Based on our next action, context, and campaigns, the articles for these can be presented dynamically in touchpoints.

    Contexts and Campaigns

    After you’ve outlined some touchpoints, you may consider the actual personal information a user may acquire. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will be displayed to specific customer segments dynamically, as defined by consumer data. At this stage, we find it helpful to contemplate two distinct concepts: a framework design and a willing design. The environment helps you consider whether a consumer is engaging with the personalization process at the moment, such as when they are simply browsing the web or engaging in a deep dive. Think of it in conditions of activities for data recovery. The content model can then guide you in deciding which personalization to use in terms of the context ( for instance, an” Enrich” campaign that features related articles might be a good substitute for extant content ).

    Personalization Context Model:

    1. Browse
    2. Skim
    3. Nudge
    4. Feast

    Personalization Content Model:

    1. Alert
    2. Create Easier
    3. Cross-Sell
    4. Enrich

    We’ve written a lot about each of these concepts abroad, so if you’d like to learn more, check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

    User Parts

    User segments may be created based on consumer research, either prescriptively or flexibly ( for example, using principles and logic tied to set user actions or through A/B testing ). You will need to think about how to treat the logged-in visitor, the guest or returning visitor for whom you may have a stateful cookie ( or another post-cookie identifier ), or the authenticated visitor who is logged in at the very least. Here are a few illustrations from the personalisation pyramids:

    • Unknown
    • Guest
    • Authenticated
    • Default
    • Referred
    • Role
    • Cohort
    • Unique ID

    Actionable Data

    Every business with a online presence has information. It’s important to inquire about how to use the data you can ethically gather on users, its fundamental dependability and value, and what is the term for “data stimulation.” Fortunately, the tide is turning to first-party information: a recent study by Twilio estimates some 80 % of firms are using at least some type of first-party information to personalize the customer experience.

    First-party information represents multiple benefits on the UX before, including being relatively simple to acquire, more likely to be accurate, and less susceptible to the” creep issue” of third-party information. Therefore, determining which method of data collection is best for your audiences should be a crucial component of your UX strategy. Here are some examples:

    When it comes to recognizing and making decisions about various audiences and their signals, there is a trend of profiling. As user data volume and time and confidence increase, it varies more granularly to more precise constructs about ever-smaller cohorts of users.

    Although some combination of implicit and explicit data is typically required for any implementation ( more commonly known as first party and third-party data ), ML efforts are typically not cost-effective right away. This is because optimization requires a strong data backbone and content repository. These approaches, however, should be taken into account as part of the overall plan and may in fact help to speed up the organization’s progress overall. You’ll typically work together to create a profiling model with key stakeholders and product owners. The profiling model includes a defining approach to setting up profiles, profile keys, profile cards, and pattern cards. A multi-faceted approach to profiling which makes it scalable.

    Pulling it Together

    The cards serve as the foundation for an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the kind of personalization activities you aspire to deliver, but they are more valuable when grouped together.

    One can begin to chart the entire course of a card’s “hand” from leadership focus to a tactical and tactical execution. It serves as the foundation for the workshops that both co-authors have conducted to build a program backlog, which would make a good article topic.

    In the meantime, it is important to note that each colored class of cards is helpful in understanding the range of options that you might have, as well as making specific choices about who will be made these decisions: where, when, and how.

    Lay Down Your Cards

    Any sustainable personalization strategy must consider near, mid and long-term goals. There is simply no “easy button” where a personalization program can be installed and run without waiting for any meaningful results, even with the market leader CMS platforms like Sitecore and Adobe or the most innovative composable CMS DXP available today. That said, there is a common grammar to all personalization activities, just like every sentence has nouns and verbs. These cards attempt to map that territory.

  • Mobile-First CSS: Is It Time for a Rethink?

    Mobile-First CSS: Is It Time for a Rethink?

    The mobile-first style approach is great—it focuses on what really matters to the consumer, it’s well-practiced, and it’s been a popular style design for years. But developing your CSS mobile-first should also be fantastic, too…right?

    Well, not necessarily. Classic mobile-first CSS development is based on the principle of overwriting style declarations: you begin your CSS with default style declarations, and overwrite and/or add new styles as you add breakpoints with min-width media queries for larger viewports (for a good overview see “What is Mobile First CSS and Why Does It Rock?”). But all those exceptions create complexity and inefficiency, which in turn can lead to an increased testing effort and a code base that’s harder to maintain. Admit it—how many of us willingly want that?

    Mobile-first CSS may yet be the best option for your own projects, but you need to first determine how ideal it is in light of the physical design and user interactions you’re trying to create. To help you get started, here’s how I go about tackling the elements you need to watch for, and I’ll discuss some alternative remedies if mobile-first doesn’t seem to fit your job.

    Benefits of mobile-first

    Some of the points to enjoy with mobile-first CSS growth —and why it’s been the de facto growth strategy for thus long—make a lot of feeling:

    Development pyramid. One thing you definitely get from mobile-first is a great development hierarchy—you only focus on the cellular view and get developing.

    Tried and tested. It’s a tried-and-true method that has worked for years because it solves a problem actually well.

    Prioritizes the smart see. The smart see is the simplest and perhaps the most crucial because it covers all of the crucial consumer journeys and frequently accounts for more user visits ( depending on the project ) in terms of both simple and crucial aspects.

    Inhibits desktop-centric growth. It can be tempting to first focus on the desktop perspective because enhancement is done using pc servers. No one wants to spend their day retrofitting a desktop-centric website to work on mobile devices, but thinking about smart from the beginning prevents us from getting stuck in the future!

    Drawbacks of mobile-first

    Kind declarations can be set at lower breakpoints and therefore overwritten at higher breakpoints:

    More difficulty. The more unneeded code you inherit from lower thresholds the higher up the target order you ascend.

    Higher CSS sensitivity. A class name declaration with a restored default value for a style has a higher specificity today. When you want to preserve the CSS candidates as simple as possible, this can cause a headache on massive projects.

    Requires more analysis assessment. All higher thresholds must be regression tested if modifications to CSS at a lower see ( such as adding a new style ) are required.

    The browser can’t prioritize CSS downloads. At wider breakpoints, classic mobile-first min-width media queries don’t leverage the browser’s capability to download CSS files in priority order.

    The issue of home value surpasses

    Overwriting values is not necessarily essentially bad; CSS was created to do that. However, sharing incorrect values is counterproductive and can be burdensome and inadequate. When you have to replace styles to restore them back to their defaults, which may cause issues after, especially if you are using a combination of bespoke CSS and utility classes, it can also lead to more style precision. We won’t be able to use a utility class for a style that has been upgraded to have a higher specificity.

    With this in mind, I’m developing CSS with a focus on the default values much more these days. Since there’s no specific order, and no chains of specific values to keep track of, this frees me to develop breakpoints simultaneously. I concentrate on finding common styles and isolating the specific exceptions in closed media query ranges (that is, any range with a max-width set). 

    This approach opens up some opportunities, as you can look at each breakpoint as a clean slate. If a component’s layout looks like it should be based on Flexbox at all breakpoints, it’s fine and can be coded in the default style sheet. However, if it appears that Grid is much better for large screens and Flexbox is much better for mobile, both can be accomplished entirely independently when the CSS is entered into closed media query ranges. Additionally, developing simultaneously requires you to have a thorough understanding of any given component in all breakpoints right away. This can help identify issues with the design more quickly in the development process. We don’t want to travel down the rabbit hole while creating complex mobile components, only to discover that the desktop designs are just as complex and incompatible with the HTML we created for the mobile view!

    Though this approach isn’t going to suit everyone, I encourage you to give it a try. There are plenty of tools out there to help with concurrent development, such as Responsively App, Blisk, and many others.

    Having said that, I don’t feel the order itself is particularly relevant. If you like to work on one device at a time, are comfortable with focusing on the mobile view, and are familiar with the requirements for other breakpoints, then you should definitely follow the classic development order. The key is to find common styles and exceptions so that you can include them in the appropriate stylesheet, which is a manual tree-shaking procedure! Personally, I find this a little easier when working on a component across breakpoints, but that’s by no means a requirement.

    Closed media query ranges in practice

    In classic mobile-first CSS we overwrite the styles, but we can avoid this by using media query ranges. To illustrate the difference ( I’m using SCSS for brevity ), let’s assume there are three visual designs:

    • smaller than 768
    • from 768 to below 1024
    • 1024 and anything larger

    Take a simple example where a block-level element has a default padding of “20px,” which is overwritten at tablet to be “40px” and set back to “20px” on desktop.

    Classic min-width mobile-first

    .my-block { padding: 20px; @media (min-width: 768px) { padding: 40px; } @media (min-width: 1024px) { padding: 20px; }}

    Closed media query range

    .my-block { padding: 20px; @media (min-width: 768px) and (max-width: 1023.98px) { padding: 40px; }}

    The subtle difference is that the mobile-first example sets the default padding to “20px” and then overwrites it at each breakpoint, setting it three times in total. In contrast, the second example sets the default padding to “20px” and only overrides it at the relevant breakpoint where it isn’t the default value (in this instance, tablet is the exception).

    The goal is to: 

    • Only set styles when needed. 
    • Not set them with the expectation of overwriting them later on, again and again. 

    To this end, closed media query ranges are our best friend. If we need to make a change to any given view, we make it in the CSS media query range that applies to the specific breakpoint. We’ll be much less likely to introduce unwanted alterations, and our regression testing only needs to focus on the breakpoint we have actually edited. 

    Taking the above example, if we find that .my-block spacing on desktop is already accounted for by the margin at that breakpoint, and since we want to remove the padding altogether, we could do this by setting the mobile padding in a closed media query range.

    .my-block {  @media (max-width: 767.98px) {    padding: 20px;  }  @media (min-width: 768px) and (max-width: 1023.98px) {    padding: 40px;  }}

    The browser default padding for our block is “0,” so instead of adding a desktop media query and using unset or “0” for the padding value (which we would need with mobile-first), we can wrap the mobile padding in a closed media query (since it is now also an exception) so it won’t get picked up at wider breakpoints. At the desktop breakpoint, we won’t need to set any padding style, as we want the browser default value.

    separating the CSS from combining it

    Back in the day, keeping the number of requests to a minimum was very important because the browser's concurrent requests limit (typically around six ) was high. As a consequence, the use of image sprites and CSS bundling was the norm, with all the CSS being downloaded in one go, as one stylesheet with highest priority.

    With HTTP/2 and HTTP/3 now on the scene, the number of requests is no longer the big deal it used to be. This enables us to use a media query to break CSS into multiple files. The obvious benefit of this is that the browser can now request the CSS it currently requires with a higher priority than the CSS it doesn't. This is more effective and can shorten the amount of time a page is blocked overall.

    Which HTTP version are you using?

    To determine which version of HTTP you're using, go to your website and open your browser's dev tools. Next, select the Network tab and check whether the Protocol column is visible. If "h2" is listed under Protocol, it means HTTP/2 is being used.

    Note: to view the Protocol in your browser's dev tools, go to the Network tab, reload your page, right-click any column header ( e. g., Name ), and check the Protocol column.

    Also, if your site is still using HTTP/1... WHY?!! What are you anticipating? The HTTP/2 user support is excellent.

    Splitting the CSS

    Separating the CSS into individual files is a worthwhile task. Linking the separate CSS files using the relevant media attribute allows the browser to identify which files are needed immediately (because they’re render-blocking) and which can be deferred. Based on this, it allocates each file an appropriate priority.

    We can see that the mobile and default CSS are loaded with" Highest" priority in the following example of a website that is visited on a mobile breakpoint. The remaining CSS files ( print, tablet, and desktop ) are still downloaded in case they'll be needed later, but with" Lowest" priority.

    Before rendering can begin, the browser will need to download and parse the CSS file when using bundled CSS.

    While, as noted, with the CSS separated into different files linked and marked up with the relevant media attribute, the browser can prioritize the files it currently needs. Using closed media query ranges allows the browser to do this at all widths, as opposed to classic mobile-first min-width queries, where the desktop browser would have to download all the CSS with Highest priority. We can’t assume that desktop users always have a fast connection. For instance, in many rural areas, internet connection speeds are still slow. 

    Depending on project requirements, the media queries and the number of separate CSS files will vary from project to project, but the example below might look similar.

    Bundled CSS



    This single file contains all the CSS, including all media queries, and it will be downloaded with Highest priority.

    Separated CSS



    Separating the CSS and specifying a media attribute value on each link tag allows the browser to prioritize what it currently needs. Out of the five files listed above, two will be downloaded with Highest priority: the default file, and the file that matches the current media query. The others will be downloaded with Lowest priority.

    Depending on the project’s deployment strategy, a change to one file (mobile.css, for example) would only require the QA team to regression test on devices in that specific media query range. Compare that to the prospect of deploying the single bundled site.css file, an approach that would normally trigger a full regression test.

    Moving on

    The adoption of mobile-first CSS was a significant development milestone because it allowed front-end developers to concentrate on mobile web applications rather than creating websites for desktop use and attempting to retrofit them to work on other devices.

    I don't think anyone wants to return to that development model again, but it's important we don't lose sight of the issue it highlighted: that things can easily get convoluted and less efficient if we prioritize one particular device—any device—over others. For this reason, focusing on the CSS in its own right, always mindful of what is the default setting and what's an exception, seems like the natural next step. I've started to notice subtle simplifications in both the CSS of my own and that of other developers, and that testing and maintenance work is also a little more effective and streamlined.

    In the end, simplifying CSS rule creation whenever possible is a cleaner approach than circling around in circles of overrides. But whichever methodology you choose, it needs to suit the project. Mobile-first may—or may not—turn out to be the best choice for what's involved, but first you need to solidly understand the trade-offs you're stepping into.

  • 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 reports. I aspired to be an artist. And I backed up the idea that I would get to do the things Indiana Jones did and have interesting adventures. I also dreamed up suggestions for videos that my friends and I could render and sun in. But they never advanced more. 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 research is story. And you must tell 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 preferred film. More than likely it follows a three-act construction that’s frequently seen in story: the layout, the fight, and the quality. The second act provides an overview of the current events and allows you to understand the characters, their difficulties, and problems. Act two sets the scene for the fight and introduces the activity. Here, difficulties grow or get worse. The decision comes in the third and final action. This is where the problems are resolved and the figures grow and change. I believe that this architecture is also a great way to think about customer study, and I think that it can be particularly helpful in explaining person exploration to others.

    Use story as a framework for conducting analysis

    Unfortunately, some people now believe that study is unprofitable. If finances or timelines are small, analysis tends to be one of the first points to go. Some goods managers rely on designers or, worse, their own mind to make the “right” decisions for users based on their own knowledge or accepted best practices rather than investing in research. That may get groups a little bit out of the way, but that approach is therefore easily miss out on resolving people ‘ real issues. To be user-centered, this is something we really avoid. User study improves pattern. It provides opportunities and problems while keeping it on record. Being aware of the issues with your product and reacting to them can help you stay away of your competition.

    Each action in the three-act structure is crucial to telling the complete story, and each action corresponds to a specific stage of the process. Let’s examine the various functions and how they relate to customer study.

    Act one: layout

    The basic study comes in handy because the layout is all about understanding the background. Basic research ( also known as relational, discovery, or preliminary research ) assists in understanding users and identifying their issues. You’re learning about what exists now, the obstacles people have, and how the problems affect them—just like in the videos. You can conduct contextual inquiries or diary studies ( or both! ) to conduct foundational research. ), which may assist you in identifying both challenges and options. It doesn’t need to get a great investment in time or money.

    What is the least feasible ethnography that Erika Hall can do is spend fifteen minutes with a consumer and say,” Walk me through your day yesterday. That is it. Current that one ask. Locked up and spend fifteen minutes listening. Do everything in your power to keep yourself and your pursuits out of it. Bam, you’re doing ethnography”. Hall predicts that “[This ] will likely prove quite fascinating. In the unlikely event that you don’t learn anything new or helpful, move on with more assurance in your direction.

    This makes total sense to me. And I adore how customer research is now so simple. You don’t need to make a lot of paperwork; you can only attract people and do it! 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. Understanding where people are coming from is what action one is really all about.

    Jared Spool discusses the significance of basic research and how it does make up the majority of your study. If you can pick from any further user data that you can get your hands on, such as surveys or analytics, that can complement what you’ve heard in the fundamental studies or even time to areas that need more research. All of this information helps to give a more in-depth picture of the state of issues and all of its flaws. 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 presumably, partners are now doing the same. Their love may be with their company, which could be losing funds because people didn’t complete certain tasks. Or perhaps they have empathy for people ‘ problems. In either case, action one serves as your main strategy to pique the interest and interest of the participants.

    When stakeholders 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 teams ‘ focus on improving. Everyone benefits from this, including the product, stakeholders, and users. It’s like winning an Oscar in movie terms—it often leads to your product being well received and successful. And this might encourage producers to repeat the process with other goods. The secret to this process is storytelling, and knowing how to tell a compelling story is the only way to entice stakeholders to do more research.

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

    Act two: conflict

    Act two is all about resolving the issues you first raised. This usually involves directional research, such as usability tests, where you assess a potential solution ( such as a design ) to see whether it addresses the issues that you found. Unmet needs or issues with a flow or process that are making users uncomfortable could be the causes. Additional problems will arise in the course of act two of a film. It’s here that you learn more about the characters as they grow and develop through this act.

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

    There are also similarities to storytelling here: if you try to tell a story with too many characters, the plot may become lost. Having fewer participants means that each user’s struggles will be more memorable and easier to relay to other stakeholders when talking about the research. This can help to convey the problems that need to be addressed while also highlighting the significance of conducting initial research.

    Usability tests have been conducted in person for decades, but you can also conduct them remotely using software like Microsoft Teams, Zoom, or other teleconferencing software. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You might consider in-person usability tests like attending a play and remote sessions as more of a movie watching experience. Each has advantages and disadvantages. In-person usability research is a much richer experience. The sessions are conducted with other stakeholders in mind. You also get real-time feedback on what they’re seeing, including surprises, disagreements, and discussions about them. 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 conduct usability testing in the real world by creating a replica of the environment where users interact with the product and then conducting your research there. Or you can go out to meet users at their location to do your research. With either option, you can see how things work in context, how things develop, and how conversion can take a completely different turn. 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 sessions can reach a wider audience. They make it possible for much more people to participate in the research and learn what’s happening. 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.

    You can ask real users questions to understand their thoughts and understanding of the solution as a result of usability testing, whether it is done remotely or in person. This can help you identify issues as well as understand why they were initially issues. Furthermore, you can test hypotheses and gauge whether your thinking is correct. By the end of the sessions, you’ll have a much clearer understanding of how useful the designs are and whether or not they fulfill their intended purpose. Act two is where the excitement is at the heart of the narrative, but there are also potential surprises. This is equally true of usability tests. Unexpected things that are said by participants frequently alter how you view things, and these unexpected developments in the story can lead to unexpected turns in your perception.

    Unfortunately, user research can occasionally be viewed as unreliable. And too often usability testing is the only research process that some stakeholders think that they ever need. In fact, if the designs you’re evaluating in the usability test aren’t grounded in a thorough understanding of your users ( foundational research ), there isn’t much to be gained by conducting usability testing in the first place. Because you narrow down the subject matter of your feedback without understanding 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, you won’t know whether the thing you’re building will actually solve that until you only conduct foundational research, even though you might have attempted to solve the problem correctly. This illustrates the importance of doing both foundational and directional research.

    In act two, stakeholders will hopefully be able to observe the story develop during the user sessions, which reveal the conflict and tension in the current design’s 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, while the first two acts are about understanding the background and the tensions that can compel stakeholders to take action. While having an audience for the first two acts is crucial, having them stay for the final act is also important. That means the whole product team, including developers, UX practitioners, business analysts, delivery managers, product managers, and any other stakeholders that have a say in the next steps. It allows the entire team to discuss what is possible within the project’s constraints, ask questions, and discuss user feedback together. And it gives the UX design and research teams more time 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.

    Voiceover narration of this act is typically used with audience input. The researcher serves as the narrator, who depicts the issues and what the product’s potential future might look like in light of what the team has learned. They give the stakeholders their recommendations and their guidance on creating this vision.

    In the Harvard Business Review, Nancy Duarte describes a method for structuring presentations that follow a persuasive narrative. The most effective presenters” set up a conflict that needs to be resolved” using the same methods as great storytellers, Duarte writes. ” That tension helps them persuade the audience to adopt a new mindset or behave differently”.

    This kind of structure is in line with research findings, particularly those from usability tests. It provides evidence for “what is “—the problems that you’ve identified. And “what might be “—your suggestions for how to respond to 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 visual, like quick sketches of how a new design could look that solves a problem. These can help create momentum and conversation. And this continues until the end of the session when you’ve wrapped everything up in the conclusion by summarizing the main issues and suggesting a way forward. This is the section where you make the most of the main themes or issues and what they mean for the finished product, or the story’s denial. 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 of a good story:

      Act one: You encounter the protagonists ( the users ) and the antagonists ( the issues affecting users ). This is the beginning of the plot. Researchers might employ techniques like contextual inquiry, ethnography, diary studies, surveys, and analytics in act one. 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 difficulties, which they must overcome, and there is conflict and tension. Researchers might employ heuristics evaluation, usability testing, competitive benchmarking, and other methods in act two. The output of these can include usability findings reports, UX strategy documents, usability guidelines, and best practices.
      Act three: The protagonists win, and you can see a better future. 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 plays a variety of roles, including producer, director, and storyteller. Although the participants are only a small part in the study, they are significant characters. And the stakeholders are the audience. However, the most crucial thing is to get the narrative straight and to use storytelling to research users ‘ stories. 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.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    This is in the photo. 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. In any case, you’re designing using files. Then what? There are many warning tales, over successes, and several personalization design books for the perplexed.

    The personalization space is real, between the dream of getting it right and the fear of it going wrong ( like when we encounter “persofails” in the spirit of a company that regularly asks regular people to buy more toilet 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 powerful customisation is so dependent on each group’s talent, technology, and market position.

    However, you can make sure your team has properly packed its carriers.

    There’s a DIY method to increase your chances for achievement. You’ll at least at least disarm your boss ‘ irrational exuberance. You’ll need to properly plan before the celebration.

    We call it prepersonalization.

    Behind the song

    Take into account Spotify’s DJ element, which was introduced last month.

    We’re used to seeing the polished final outcome of a personalization function. A personal have had to be conceived, budgeted, and prioritized before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. A delay of thought-provoking tips to enhance customer experiences is present before any personalization function is implemented in your product or service.

    So how do you understand where to position your personalization bet? How can you create regular interactions that hasn’t irritate users or worse, breed trust? We’ve found that for many well-known budgeted programs to support their continued investments, they initially required one or more workshops to join vital technologies users and stakeholders. Make it count.

    We’ve closely monitored the same evolution with our consumers, from major software to young companies. How effective these prepersonalization actions play out, in our experiences working on small and large customisation efforts, and how effective is the program’s supreme track record and its ability to weather challenging questions, work steadily toward shared answers, and manage its design and engineering efforts.

    Time and again, we’ve seen successful workshops individual coming success stories from fruitless efforts, saving many time, resources, and social well-being in the process.

    A multiyear project of testing and feature development is a part of a personalization practice. Your tech stack is not experiencing a switch-flip. It’s best managed as a backlog that often evolves through three steps:

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

    We think there is a base grammar, a set of “nouns and verbs” that your organization can use to create experiences that are personalized, personalized, or automated, which is why we created our progressive personalization framework and why we’re field-testing an accompanying deck of cards. These cards are not 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 prepare a workshop on prepersonalization? The surrounding assessment activities that we recommend including can ( and often do ) span weeks. We suggest aiming for two to three days for the core workshop. Here are a summary of our broad approach and information on the most crucial first-day activities.

    The full arc of the wider workshop is threefold:

      Kickstart: This specifies the terms of your engagement as you concentrate on both your team’s and your team’s readiness and drive.
    1. Plan your work: This is where the card-based workshop activities take place, giving you a work plan and the work scope.
    2. Work your plan: This phase is all about creating a competitive environment for team participants to individually pitch their own pilots that each contain a proof-of-concept project, its business case, and its operating model.

    Give yourself at least a day, divided into two long time blocks, to work through a concentrated version of those initial 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 company. Any UX that necessitates the orchestration of multiple systems of record on the backend is a connected experience, in our opinion. This could be a content-management system combined with a marketing-automation platform. A customer-data platform and a digital asset manager could be combined.

    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. We have a list of these in the cards. To jog your mind, here is a list of 142 different interactions.

    This is all about setting the table. What are the potential paths the practice could take in your organization? Here’s a long-form primer and a strategic framework for a broader view.

    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. Here, you can size your own build. This will help to focus the conversation on the merits of ongoing investment as well as the gap between what you deliver today and what you want to deliver in the future.

    The following 2 2 grid, which lists the four enduring justifications for a personalized experience, should be used as the starting point for each idea. 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 vote on where they see your product or service putting its emphasis. You can’t give them all a priority, of course. Here, the goal is to demonstrate how various departments may view their own advantages over the effort, which can be different 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 the customer journey well documented in your business? Will data and privacy compliance be too big of a challenge? Do you have any needs for content metadata that you must 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 intractable behaviors that prevent progress.

    Your success depends on collaborating effectively and managing expectations. Consider the potential barriers to your future progress. Ask the participants to list specific actions you can take to help your organization overcome or reduce those obstacles. According to research, personalization initiatives face a number of common obstacles.

    You should have, at this point, discussed sample interactions, emphasized a significant benefit, and identified significant gaps. Good—you’re ready to continue.

    Hit the test kitchen

    Next, let’s take a look at what you’ll need to create personalization recipes. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. Their capabilities are broad and potent, and they give you a variety of ways to organize your company. When creating a connected experience, where do you start?

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

    Over the course of the workshop, the final menu of the prioritized backlog will be created. And by creating “dishes,” you can expect individual team members to create personalized interactions that either serve their or others ‘ needs.

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

    Verify your ingredients

    Like a good product manager, you’ll make sure you have everything you need to make your desired interaction ( or that you can figure out what needs to be added to your pantry ) and that you validate with the right stakeholders present. These elements include the audience you’re targeting, content and design elements, the interaction’s context, and your idea of how it’ll come together.

    This isn’t just about discovering requirements. The team can: Describe your personalizations as a series of if-then statements by documenting them as follows:

    1. compare findings to a unified approach 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.

    As a result, you can deliver a common palette of the main themes of your personalized or automated experience while reducing the number of technical efforts required.

    Compose your recipe

    What elements are significant to you? Consider a who-what-when-why construct:

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

    We first developed these cards and card categories five years ago. We regularly test their suitability with clients and audience members at conferences. And we still come across 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. When a visitor or an unidentified visitor interacts with a product title, a banner or alert bar appears that makes it simpler for them to read a related title, saving them time.
    2. Welcome automation: When there’s a newly registered user, an email is generated to call out the breadth of the content catalog and to make them a happier subscriber.
    3. Winback automation: A user receives an email before their subscription expires or after a recent failed renewal to request that they reconsider or remind them to do so.

    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 later stages of the workshop could be characterized as moving from focusing on a cookbook to a more nuanced customer-journey mapping. Individual” cooks” will pitch their recipes to the team using a standard jobs-to-be-done format to ensure consistency and outcomes, and from there, the resulting collection will be prioritized for finished design and production delivery.

    Better kitchens require better architecture

    For those who are inside delivering it, simplifying a customer experience is a challenging task. 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 overfits: they aren’t designing with their best data, personalization turns into a laughing line. Every organization has metadata debt to go along with its technical debt, which contributes to a drag on the effectiveness of personalization, much like a sparse pantry. Your AI’s output quality, for example, is indeed limited by your IA. Prior to their acquisition of a seemingly modest metadata startup that now powers the underlying information architecture, Spotify’s poster-child prowess today was beyond comprehension.

    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. Banish the ideal kitchen in all its glory. Instead, hit the test kitchen to save time, preserve job satisfaction and security, and safely dispense with the fanciful ideas that originate upstairs of the doers in your organization. Both food and mouths must be fed.

    This organizational framework gives you a fighting chance at long-term success as well as solid ground. Wiring up your information layer isn’t an overnight affair. However, if you use the same cookbook and the same recipes, you’ll have solid ground for success. We created these activities to ensure that your organization’s needs are clear and concise before the risks start to accumulate.

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

  • 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 fresh 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 pattern continues to grow.

    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 a routine pattern, a brand-new concept or technology emerges to shake things up and completely alter our 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.

    The beginning of website standards

    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 better server-side instruments came the first time of online applications, starting with content-management systems ( especially in the blog space with tools like Blogger, Grey Matter, Movable Type, and WordPress ). AJAX opened the door to sequential interaction between the front end and back end in the mid-2000s. Immediately, websites may update their information without needing to refresh. A grain of JavaScript structures, including Prototype, YUI, and jQuery, were created to aid designers in creating more trustworthy client-side interactions across browsers with wildly varying standards support. Techniques like photo alternative enable the use of fonts by skilled developers and developers. And technology like Flash made it possible to include movies, sports, and even more engagement.

    These new technology, standards, and approaches reinvigorated the market in many ways. As manufacturers and designers explored more diversified styles and designs, website design flourished. However, we also relied heavily on tricks. When it came to basic layout and text styling, early CSS was a significant improvement over table-based layouts, but its limitations at the time meant that designers and developers still rely heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds (among other hacks ) for the appearance of full-length columns. All kinds of nested floats or absolute positioning were required for complicated layouts ( or both ). The great five’s typefaces were widely varied, and display and photo replacement for tailor-made fonts was a great first step, but both hacks caused convenience and performance issues. Additionally, JavaScript libraries made it simple for anyone to add a dash of conversation to pages, even at the expense of double or even quadrupling the get size of basic websites.

    The internet as technology platform

    The front-end and back-end harmony continued to improve, leading to the development of the current online application. 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. Alongside these equipment came others, including creative type control, build technology, and shared bundle libraries. What was once mainly a place for linked records evolved into a world with endless possibilities.

    At the same time, wireless equipment became more ready, and they gave us online access in our wallets. Mobile applications and flexible style opened up possibilities for fresh relationships anytime, anywhere.

    This fusion of potent portable devices and potent creation tools contributed to the growth of social media and other centralized resources for people to use and interact with. As it became easier and more popular to interact with others immediately on Twitter, Facebook, and yet Slack, the need for held private websites waned. Social media provided links on a worldwide scale, with both the positive and negative effects.

    Want to learn more about how we came to be where we are today, along with some other suggestions for improvement? ” 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 journey of” Internet Artifacts.”

    Where we are now

    In the last couple of years, it’s felt like we’ve begun to achieve another big tone place. As social-media programs bone and fade, there’s been a growing interest in owning our personal information again. There are many different ways to create a website, from the tried-and-true classic of hosting plain HTML files to static site generators to content management systems of all varieties. Social media fracturing also has a price: we lose essential infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other tools of the IndieWeb can help with this, but they’re still relatively underimplemented and hard to use for the less nerdy. We can create incredible personal websites and update them frequently, but without discovery and connection, it can feel as though we should be yelling into the void.

    Browser support for CSS, JavaScript, and other standards like web components has accelerated, especially through efforts like Interop. In a fraction of the time that they once did, new technologies receive universal support. When I first learn about a new feature, I frequently discover that its coverage is already over 80 % when I check the browser support. The barrier to using more recent techniques isn’t browser support anymore; it’s more often the speed at which designers and developers can learn what’s available and how to adopt it.

    Today, with a few commands and a couple of lines of code, we can prototype almost any idea. With all the tools we currently have, it is simpler than ever to launch a new venture. However, as we upgrade and maintain these frameworks, we eventually pay the upfront costs that these frameworks may initially save in terms of our technical debt.

    Adopting new standards can sometimes take longer if we rely on third-party frameworks because we might have to wait for those frameworks to adopt those standards. These frameworks—which used to let us adopt new techniques sooner—have now become hindrances instead. Users must wait for scripts to load before they can read or interact with pages, as these same frameworks frequently come with performance costs as well. And when scripts fail ( whether through poor code, network issues, or other environmental factors ), there’s often no alternative, leaving users with blank or broken pages.

    Where do we go from here?

    Today’s hacks help to shape tomorrow’s standards. 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. What can we do to create the web’s future, then?

    Build for the long haul. Optimize for performance, for accessibility, and for the user. Weigh the costs of those developer-friendly tools. How do they affect everything else besides making your job a little easier today? What’s the cost to users? To future developers? To standards adoption? The convenience may be worthwhile at times. Sometimes it’s just a hack that you’ve gotten used to. And occasionally it’s preventing you from choosing better options.

    Start from standards. Although standards change over time, browsers have done a remarkably good job of staying current with outdated standards. The same isn’t always true of third-party frameworks. Even the most heinous of HTML from the 1990s still function perfectly today. The same can’t always be said of websites created with frameworks even after a few years.

    Design with care. Whether your craft is code, pixels, or processes, consider the impacts of each decision. Many modern tools have the convenience of having the ability to always understand the decisions that underlie their creation and to never consider the effects those decisions may have. Use the time saved by modern tools to consider more carefully and design with consideration rather than rush to “move fast and break things”

    Always be learning. If you’re always learning, you’re also growing. 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 neural connections in your brain, and the techniques you learn in one day may be used to inform different experiments in the future.

    Play, experiment, and be weird! This web that we’ve built is the ultimate experiment. Despite being the largest human endeavor in human history, each of us has the ability to make their own money there. Be courageous and try new things. Build a playground for ideas. Create absurd experiments in your own crazy science lab. Start your own small business. There has never been a more empowering place to be creative, take risks, and explore what we’re capable of.

    Share and amplify. As you experiment, play, and learn, share what’s 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 forth and make

    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 imbue our values into the things that we create, and let’s make the web a better place for everyone. Create something that you are uniquely qualified to make. Then share it, make it better, make it again, or make something new. Learn. Make. Share. Grow. Rinse and repeat. Every time you think that you’ve mastered the web, everything will change.

  • Opportunities for AI in Accessibility

    Opportunities for AI in Accessibility

    I thoroughly enjoyed reading Joe Dolson’s most recent article on the crossroads of AI and availability because of how skeptical he is of AI in general and how many people have been using it. Despite working for Microsoft as an affordability technology strategist and managing the AI for Accessibility grant program, I’m pretty skeptical of AI. As with any tool, AI can be used in quite productive, equitable, and visible ways, and it can also be used in dangerous, unique, and dangerous ones. And there are a lot of uses for the poor center as well.

    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’m not saying that there aren’t true threats or pressing problems with AI that need to be addressed—there are, and we’ve needed to address them, like, yesterday—but I want to take a little time to talk about what’s possible in hope that we’ll get there one day.

    Other words

    Joe’s article spends a lot of time examining how computer vision versions 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 ( that should probably have descriptions ) and those that are purely decorative ( which might not need a description ) either. However, I still think there’s possible in this area.

    As Joe mentions, human-in-the-loop publishing of alt word should definitely be a factor. 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 win.

    If we can specifically station a design to examine image usage in context, it might help us more quickly determine which images are likely to be elegant and which ones are likely to need a description. That will clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

    The image example provided in the GPT4 announcement provides an intriguing opportunity, even though complex images like graphs and charts are challenging to summarize succinctly ( even for humans ). Let’s say you came across a map that merely stated the chart’s name and the type of representation it was:” Pie chart comparing smartphone use to have phone usage in US households making 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. ) Imagine a world where people could ask questions about the vivid if their browser knew that it was a pie chart ( because an onboard model determined this ).

    • Perform more people use have telephones or smartphones?
    • How many more?
    • Exists a group of people who don’t fall under either of these categories?
    • How many is that?

    Setting aside the realities of large language model ( LLM) hallucinations—where a model just makes up plausible-sounding “facts” —for a moment, the opportunity to learn more about images and data in this way could be revolutionary for blind and low-vision folks as well as for people with various forms of color blindness, cognitive disabilities, and so on. It might also be helpful in education settings to assist those who can see these graphs as they are able to comprehend the information in the charts.

    What if you could request your website to make a complicated chart simpler? What if you asked it to separate a single line from a range curve? What if you could request your website to change the color combinations in your website so that it works better for your type of color blindness? What if you asked it to switch shades in favor of habits? Given these resources ‘ chat-based interface and our existing ability to manipulate photos in today’s AI devices, that seems like a chance.

    Now imagine a specially designed model that could take the data from that chart and convert it to another format. For example, perhaps it could turn that pie chart ( or better yet, a series of pie charts ) into more accessible ( and useful ) formats, like spreadsheets. That would be amazing!

    Matching algorithms

    When Safiya Umoja Noble chose to put her book Algorithms of Oppression, she hit the nail on the head. Although her book focused on the ways that search engines can foster racism, I believe it’s equally true that all computer models have the potential to foster conflict, prejudice, and intolerance. We all know that poorly designed and maintained algorithms are incredibly harmful, whether it’s Twitter that keeps bringing you the most recent tweet from a drowsy billionaire, YouTube that keeps us in a q-hole, or Instagram that keeps us guessing what natural bodies look like. Many of these are the result of a lack of diversity in the people who create and build them. When these platforms are built with inclusively baked in, however, there’s 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 considers each work environment, communication factors related to each job, and the like. Mentra made the decision to change the script when it came to the typical employment websites because it was run by neurodivergent people. They lower the emotional and physical labor on the job-seeker side of things by recommending available candidates to companies who can then connect with job seekers they are interested in.

    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 important.

    Imagine if the social media company’s recommendation engine was tuned to prioritize follow recommendations from people who discussed topics of interest to those who were fundamentally different from your current 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 took its recommendations, perhaps you’d get a more holistic and nuanced understanding of what’s happening in the AI field. 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 helps 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 if I weren’t trying to put this together in between other tasks. In no particular order:

      Voice preservation. You may have seen the VALL-E paper or Apple’s Global Accessibility Awareness Day announcement or you may be familiar with the voice-preservation offerings from Microsoft, Acapela, or others. People who have ALS ( Lou Gehrig’s disease ), motor-neuron disease, or other medical conditions that can prevent them from talking can greatly benefit from having an AI model that can mimic your voice. This is, of course, the same tech that can also be used to create audio deepfakes, so it’s something that we need to approach responsibly, but the tech has truly transformative potential.
    • Voice recognition. Researchers are assisting people with disabilities in the collection of recordings of people with atypical speech, thanks to the assistance of the Speech Accessibility Project. As I type, they are actively recruiting people with Parkinson’s and related conditions, and they have plans to expand this to other conditions as the project progresses. 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, simplified versions, or even text that has been prepared for Bionic Reading.

    The value of various teams and sources of data

    We must acknowledge the importance of our differences. The intersections of the identities that 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 that valuable information must be compensated for doing so. More robust models are produced by inclusive data sets, which promote more justifiable 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 doesn’t use ableist language? You might be able to use already-existing data sets to create a filter that can read ableist language before it is read. That being said, when it comes to sensitivity reading, AI models won’t be replacing human copy editors anytime soon.

    Want a coding copilot who can provide you with useful recommendations after the jump? Train it on code that you know to be accessible.


    I have no doubt that AI can and will harm people … today, tomorrow, and well into the future. But I also believe that we can acknowledge that and, with an eye towards accessibility ( and, more broadly, inclusion ), make thoughtful, considerate, 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 helping me with the development of this piece, Ashley Bischoff for her invaluable editorial assistance, and, of course, Joe Dolson for the prompt.

  • Beware the Cut ‘n’ Paste Persona

    Beware the Cut ‘n’ Paste Persona

    This Person Does Not Exist is a website that uses a machine learning algorithm to create individual faces. It takes actual photos and recombines them into false people faces. We just squinted past a LinkedIn article that claimed this site might be helpful “if you are developing a image and looking for a photo.”

    We concur that computer-generated heads may be excellent candidates for personas, but not for the purpose you might think otherwise. Ironically, the website highlights the core issue of this very common design method: the person ( a ) does not exist. Personas are deliberately created, just like in the photos. Knowledge is combined into a sporadic, unreliable preview that is taken out of context.

    But strangely enough, manufacturers use personalities to encourage their style for the real world.

    Personas: A action up

    Most manufacturers have at least once in their careers created, used, or encountered personalities. In their content” Personas- A Plain Introduction”, the Interaction Design Foundation defines profile as “fictional characters, which you create based upon your study in order to reflect the unique user types that might use your service, product, site, or brand”. Personas typically include a title, profile picture, rates, populations, goals, wants, behavior in relation to a particular service or product, feelings, and desires ( for instance, see Creative Companion’s Persona Core Poster ). According to design firm Designit, the goal of personas is to “make the research relateable, ]and ] easy to communicate, digest, reference, and apply to product and service development.”

    The decontextualization of identities

    People are well-known because they make “dry” study information relevant and more people. However, this approach places a cap on the author’s ability to exclude the target customers from their particular contexts. As a result, personalities don’t describe important factors that make you know their decision-making method or allow you to connect to users ‘ thoughts and behavior, they lack stories. You are aware of the persona’s actions, but you lack the knowledge to know why. You end up with less human-like user images.

    This “decontextualization” we see in identities happens in four way, which we’ll discuss below.

    People are assumed to be stable, according to individuals.

    Here’s a painfully obvious truth: people are not a fixed set of features. Although many businesses still try to box in their employees and customers with outdated personality tests ( referring to you, Myers-Briggs ), You act, think, and feel different according to the situations you experience. You may work pleasant to some people, or you might act rude to others because you appear distinct to different people. And you constantly refute the selections you’ve made.

    Modern psychology agree that while persons usually behave according to certain styles, it’s actually a combination of history and culture that determines how people act and take decisions. The context determines the kind of person you are at each particular time, including the environment, the effect of other people, your mood, and the whole story that led up to a situation.

    Personas present a user as a fixed set of features in an effort to simplify reality, but do so without taking this variability into account. Like personality tests, personas snatch people away from real life. Even worse, people are labeled as” that kind of person” with no means to exercise their innate flexibility and are reduced to a label. This behavior defies stereotypes, diminishes diversity, and doesn’t reflect reality.

    Personas focus on individuals, not the environment

    You’re designing for a context, not an individual, in the real world. There are environmental, political, and social factors to consider when a person lives in a family, a community, or an ecosystem. A design is never meant for a single user. Instead, you create a product that is intended to be used by a certain number of people. However, personal experiences don’t explicitly describe how a user feels about the environment. Instead, they show the user only.

    Would you always make the same decision over and over again? Despite your pledge to eat vegan, you may still choose to purchase some meat when your relatives visit. Your decisions, including your behavior, opinions, and statements, are not only completely accurate but highly contextual because they vary with various circumstances and variables. The persona that “represents” you wouldn’t take into account this dependency, because it doesn’t specify the premises of your decisions. It doesn’t offer a justification for why you act in the way you do. People practice the well-known attribution error, which states that they too often attribute others ‘ behavior to their personalities and not to the circumstances.

    As mentioned by the Interaction Design Foundation, personas are usually placed in a scenario that’s a” specific context with a problem they want to or have to solve “—does that mean context actually is considered? Unfortunately, what frequently occurs is that you choose a fictional character to play with a particular circumstance based on the fiction. How could you possibly understand how someone you want to represent behave in new circumstances if you hadn’t even fully investigated and understood the current context of the people you want to represent?

    Personas are meaningless averages

    A persona is depicted as a specific person but is not a real person, as stated in Shlomo Goltz’s introduction article on Smashing Magazine; rather, it is synthesized from observations of many people. The famous example of the USA Air Force designing planes based on the average of 140 of their pilots ‘ physical dimensions and not a single pilot actually fit within that average seat is a well-known criticism of this aspect of personas.

    The same limitation applies to mental aspects of people. Have you ever heard a famous person say something was taken out of context? They uttered my words, but I didn’t mean it that way. The celebrity’s statement was reported literally, but the reporter failed to explain the context around the statement and didn’t describe the non-verbal expressions. In the end, the intended meaning was lost. You do the same when you create personas: you collect someone’s statement ( or goal, or need, or emotion ), whose meaning can only be understood if you give its own particular context, and then report it as an isolated finding.

    But personas go a step further, extracting a decontextualized finding and joining it with another decontextualized finding from somebody else. The resultant set of findings frequently does not make sense because it is unclear or even contradictory because it lacks the underlying causes for and how that finding came about. It lacks any significance. And the persona doesn’t give you the full background of the person ( s ) to uncover this meaning: you would need to dive into the raw data for each single persona item to find it. What then is the persona’s usefulness?

    The validity of personas can be deceiving.

    To a certain extent, designers realize that a persona is a lifeless average. Designers create “relatable” personas to make them appear like real people in order to overcome this. Nothing better explains the absurdity of this than a phrase from the Interaction Design Foundation,” Add a few fictional personal details to make the persona a realistic character.” In other words, you add non-realism in an attempt to create more realism. You purposefully understate the fact that” John Doe” is an abstract representation of research findings, but wouldn’t it be much more responsible to emphasize that John is only an abstraction? Let’s say something is artificial, and let’s say it is.

    It’s the finishing touch of a persona’s decontextualization: after having assumed that people’s personalities are fixed, dismissed the importance of their environment, and hidden meaning by joining isolated, non-generalizable findings, designers invent new context to create ( their own ) meaning. They do so by introducing a number of biases, as with everything they create. As designers, as Designit puts it, we can” contextualize]the persona” based on our experience and reality. We create connections that are familiar to us“. With every new detail added, this practice furthers stereotypes, doesn’t reflect real-world diversity, and gets further away from people’s actual reality.

    Everyone should use their own empathy and develop their own interpretation and emotional response if we want to conduct good design research by reporting the reality “as-is” and making it relatable for our audience.

    Dynamic Selves: The alternative to personas

    What should we do instead if we shouldn’t use personas?

    Designit suggests using mindsets rather than personas. Each Mindset is a” spectrum of attitudes and emotional responses that different people have within the same context or life experience”. It challenges designers to avoid becoming fixated on just one person’s way of life. Unfortunately, despite being a step in the right direction, this proposal disregards the fact that people are influenced by how their personality, behavior, and, yes, mindset are shaped by their surroundings. Therefore, Mindsets are also not absolute but change in regard to the situation. What determines a particular Mindset, remains to be seen.

    Another option is provided by Margaret P., the author of the article” Kill Your Personas,” who has argued for replacing personas with persona spectrums that include a range of user abilities. For example, a visual impairment could be permanent ( blindness ), temporary ( recovery from eye surgery ), or situational (screen glare ). Because they recognize that the context is the pattern, not the personality, Persona spectrums are extremely useful for more inclusive and context-based design. However, their only drawback is that they have a very functional perspective on users that misses the relatability of a real person taken from within a spectrum.

    In developing an alternative to personas, we aim to transform the standard design process to be context-based. Similar to how we previously dealt with people, contexts are generalizable and have patterns that we can identify. So how do we learn these patterns? How do we ensure truly context-based design?

    Understand real people in a variety of contexts

    Nothing can be more relatable and inspiring than reality. Therefore, we have to understand real individuals in their multi-faceted contexts, and use this understanding to fuel our design. We refer to this method as Dynamic Selves.

    Let’s take a look at how the approach looks based on an illustration from a recent study that examined Italians ‘ habits around energy consumption. We drafted a design research plan aimed at investigating people’s attitudes toward energy consumption and sustainable behavior, with a focus on smart thermostats.

    1. Select the appropriate sample.

    When we argue against personas, we’re often challenged with quotes such as” Where are you going to find a single person that encapsulates all the information from one of these advanced personas]? ]” The simple answer is that you are not required to. Your insights need not be extensive and meaningful, as you don’t need to know much about everyone.

    In qualitative research, validity does not derive from quantity but from accurate sampling. You pick the people who best fit the “population” you’re designing for. If this sample is chosen wisely and you have a deep understanding of the sampled people, you can infer how the rest of the population thinks and acts. There’s no need to study seven Susans and five Yuriys, one of each will do.

    In fifteen different situations, Susan is not necessary. Once you’ve seen her in a few different settings, you’ve grasped Susan’s general scheme of action. Not Susan as an atomic being but Susan in relation to the surrounding environment: how she might act, feel, and think in different situations.

    It becomes clear why each person should be portrayed as an individual because each already represents an abstraction of a larger group of people in similar circumstances because each person is representative of a portion of the population you’re researching. You don’t want to see abstractions of abstractions! These selected people need to be understood and shown in their full expression, remaining in their microcosmos—and if you want to identify patterns you can focus on identifying patterns in contexts.

    However, the question persists: how do you choose a sample representative? First, you must consider the target market for the product or service you are designing. It might be helpful to examine the company’s objectives and strategy, the current customer base, and/or a potential future target audience.

    In our example project, we were designing an application for those who own a smart thermostat. Everyone in their home could have a smart thermostat in the future. However, only early adopters currently own one. To build a significant sample, we needed to understand the reason why these early adopters became such. We then recruited by enticing customers to explain their needs and sources of purchase. There were those who had made the decision to purchase it, those who had been influenced by others to do so, and those who had located it in their homes. So we selected representatives of these three situations, from different age groups and geographical locations, with an equal balance of tech savvy and non-tech savvy participants.

    2. Conduct your research

    After having chosen and recruited your sample, conduct your research using ethnographic methodologies. Your qualitative data will be enriched with examples and anecdotes thanks to this. Given COVID-19 restrictions, we turned an internal ethnographic research project into home-based remote family interviews that were followed by diary research in our example project.

    To gain an in-depth understanding of attitudes and decision-making trade-offs, the research focus was not limited to the interviewee alone but deliberately included the whole family. Each interviewee would provide a story that would later become much more interesting and precise with the additions made by their spouses, partners, kids, or occasionally even pets. We also paid attention to the behaviors that came from having relationships with other meaningful people ( such as coworkers or distant relatives ) and the relationships that came from those relationships. This wide research focus allowed us to shape a vivid mental image of dynamic situations with multiple actors.

    It’s crucial that the research’s scope remain broad enough to cover all potential actors. Therefore, it typically works best to define broad research areas with broad questions. Interviews are best set up in a semi-structured way, where follow-up questions will dive into topics mentioned spontaneously by the interviewee. The most insightful findings will be made with this open-minded “plan to be surprised.” One of our participants responded to our question about how his family controlled the house temperature by saying,” My wife has not installed the thermostat’s app; she uses WhatsApp instead. If she wants to turn on the heater and she is not home, she will text me. I serve as her thermostat.

    3. Analysis: Create the Dynamic Selves

    You begin to represent each individual with several Dynamic Selves, each” Self” representing one of the circumstances you have examined throughout the research analysis. A quote serves as the foundation of each Dynamic Self, which is supported by a photo and a few relevant demographics that help to illustrate the larger context. The research findings themselves will show which demographics are relevant to show. In our case, the important demographics were family type, number and type of houses owned, economic status, and technological maturity because our research focused on families and their way of life to understand their needs for thermal regulation. To facilitate the stakeholders ‘ transition from personas and be able to connect multiple actions and contexts to the same person, we also included the individual’s name and age, but they are optional.

    To capture exact quotes, interviews need to be video-recorded and notes need to be taken verbatim as much as possible. This is crucial to ensuring that each participant’s various selves are truthful. To create authentic selves in ethnographic research using real-world actors and photos of the setting are necessary. Ideally, these photos should come directly from field research, but an evocative and representative image will work, too, as long as it’s realistic and depicts meaningful actions that you associate with your participants. One of our interviewees, for instance, shared a story of his mountain home where he used to spend weekends with his family. Therefore, we depicted him taking a hike with his young daughter.

    At the end of the research analysis, we displayed all of the Selves ‘” cards” on a single canvas, categorized by activities. A quote and a unique photo were displayed on each card, each illustrating a situation. Each participant had several cards about themselves.

    4. Identify potential designs

    You’ll start to notice patterns when you’ve written down all of the key phrases from the interview transcripts and diaries as self-cards. These patterns will highlight the opportunity areas for new product creation, new functionalities, and new services—for new design.

    A particularly intriguing finding was made in our example project regarding the concept of humidity. We became aware of the importance of monitoring humidity for health and that people don’t know what it is because an environment that’s too dry or wet can cause respiratory problems or worsen already existing ones. This highlighted a big opportunity for our client to educate users on this concept and become a health advisor.

    Benefits of Dynamic Selves

    When you conduct your research using the Dynamic Selves method, you start to notice peculiar social relations, peculiar circumstances that people face, and the consequences of their actions, as well as the fact that people are surrounded by constantly changing environments. In our thermostat project, we have come to know one of the participants, Davide, as a boyfriend, dog-lover, and tech enthusiast.

    Davide is a person we might have once consigned to the persona of a “tech enthusiast.” However, there are also those who love technology who have families or are single, who are wealthy or poor. Their motivations and priorities when deciding to purchase a new thermostat can be opposite according to these different frames.

    You can generalize how he would act in a different situation once you have understood Davide in more detail and have fully understood the underlying causes of his behavior for each circumstance. You can infer what he would think and do in the circumstances ( or scenarios ) you design for using your understanding of him.

    The Dynamic Selves approach aims to dismiss the conflicted dual purpose of personas—to summarize and empathize at the same time—by separating your research summary from the people you’re seeking to empathize with. This is crucial because scale affects how we feel empathy for people and how difficult it is to do so with other people. We have the deepest sympathy for people who are able to relate to us.

    If you take a real person as inspiration for your design, you no longer need to create an artificial character. No more developing plot devices to “realize” the character, and no more need for additional bias. This is exactly how this person lives out. In fact, in our experience, personas quickly become nothing more than a name in our priority guides and prototype screens, as we all know that these characters don’t really exist.

    Another significant benefit of Dynamic Selves is that it raises the stakes of your work: if you ruin your design, someone you and the team know and have met will suffer the consequences. It might prompt you to perform daily design checks and may prevent you from taking shortcuts.

    And finally, real people in their specific contexts are a better basis for anecdotal storytelling and therefore are more effective in persuasion. Real research documentation is necessary to obtain this result. It reinforces your design arguments by adding more weight and urgency:” When I met Alessandra, the conditions of her workplace struck me. Noise, bad ergonomics, lack of light, you name it. I’m worried that her life will become more complicated if we choose to use this functionality.

    Conclusion

    Designit stated in their article on Mindsets that “design thinking tools offer a shortcut to deal with reality’s complexities, but this process of simplification can occasionally flatten out people’s lives into a few general characteristics.” Unfortunately, personas have been culprits in a crime of oversimplification. They fail to account for the complex nature of our users ‘ decision-making processes and don’t take into account the fact that people are immersed in contexts.

    Design needs to be simplified, not necessarily generalized. You have to look at the research elements that stand out: the sentences that captured your attention, the images that struck you, the sounds that linger. Use those as metaphors for the person in all of their contexts. People and insights are subject to a context, but they cannot be removed because it would detract from the context’s meaning.

    It’s high time for design to move away from fiction, and embrace reality—in its messy, surprising, and unquantifiable beauty—as our guide and inspiration.

  • Designing for the Unexpected

    Designing for the Unexpected

    Although I’m not certain when I first heard this statement, it has stuck with me over the centuries. How do you generate solutions for scenarios you can’t think? Or create materials that are functional on products that have not yet been created?

    Flash, Photoshop, and flexible style

    My go-to program when I first started designing platforms was Photoshop. I created a 960px paint and set about creating a design that I would eventually lose information in. The growth phase aimed to achieve pixel-perfect accuracy by using set widths, fixed heights, and absolute setting.

    Ethan Marcotte’s speak at An Event Off and subsequent content” Responsive Web Design” in A List Off in 2010 changed all this. As soon as I learned about flexible style, I was convinced, but I was even terrified. The pixel-perfect models full of special figures that I had formerly prided myself on producing were no longer good enough.

    My first encounter with reactive style didn’t help my fear. My second project was to get an active fixed-width website and make it reactive. I quickly realized that you didn’t just put responsiveness at the end of a job. To make smooth design, you need to prepare throughout the style phase.

    A novel method of style

    Developing flexible or smooth sites has always been about removing limitations, producing material that can be viewed on any system. It relies on using percentage-based layouts, which I immediately achieved using native CSS and power courses:

    .column-span-6 { width: 49%; float: left; margin-right: 0.5%; margin-left: 0.5%;}.column-span-4 { width: 32%; float: left; margin-right: 0.5%; margin-left: 0.5%;}.column-span-3 { width: 24%; float: left; margin-right: 0.5%; margin-left: 0.5%;}

    Then with Sass so I could take advantage of @includes to re-use repeated slabs of script and walk up to more semantic premium:

    .logo { @include colSpan(6);}.search { @include colSpan(3);}.social-share { @include colSpan(3);}

    internet inquiries

    The next ingredient for reactive design is press queries. Without them, regardless of whether the information was still readable, may shrink to fit the available storage.

    internet inquiries prevented this by allowing us to add breakpoints where the design could adapt. Like most people, I started out with three breakpoints: one for desktop, one for tablets, and one for mobile. Over the years, I added more and more for phablets, wide screens, and so on. 

    For years, I happily worked this way and improved both my design and front-end skills in the process. The only problem I encountered was making changes to content, since with our Sass grid system in place, there was no way for the site owners to add content without amending the markup—something a small business owner might struggle with. This is because each row in the grid was defined using a div as a container. Adding content meant creating new row markup, which requires a level of HTML knowledge.

    String premium was a mainstay of early flexible design, present in all the frequently used systems like Bootstrap and Skeleton.

    1 of 7
    2 of 7
    3 of 7
    4 of 7
    5 of 7
    6 of 7
    7 of 7

    Another difficulty arose as I moved from a design firm building websites for smaller- to medium-sized companies, to larger in-house teams where I worked across a collection of related sites. In those capacities, I began to work many more with washable pieces.

    Our rely on multimedia queries resulted in parts that were tied to frequent screen sizes. If modify is the goal of part libraries, then this is a real issue because you can just use these components if the devices you’re designing for match the window sizes in the design library, which prevents you from actually achieving the “devices that don’t already exist” goal.

    Then there’s the problem of space. internet inquiries allow components to adapt based on the viewport size, but what if I put a component into a sidebar, like in the figure below?

    Container queries: a false dawn or our lord?

    Container concerns have long been touted as an improvement upon advertising questions, but at the time of writing are unsupported in most computers. Workarounds for JavaScript exist, but they can lead to dependencies and compatibility issues. The basic theory underlying container queries is that elements should change based on the size of their parent container and not the viewport width, as seen in the following illustrations.

    One of the biggest arguments in favor of container queries is that they help us create components or design patterns that are truly reusable because they can be picked up and placed anywhere in a layout. This is a significant step in the direction of a component-based design that can be used on any device of any size.

    In other words, responsive components to replace responsive layouts.

    Container queries will enable us to design components that can be placed in a sidebar or in the main content rather than pages that respond to the browser or device size.

    My concern is that we are still using layout to determine when a design needs to adapt. This approach will always be restrictive because we will still require predetermined breakpoints. For this reason, my main question with container queries is, How would we decide when to change the CSS used by a component?

    A component library that is disconnected from context and real content is probably not the best place to make that choice.

    As the diagrams below illustrate, we can use container queries to create designs for specific container widths, but what if I want to change the design based on the image size or ratio?

    The container’s dimensions shouldn’t be the design’s, but rather the image should.

    It’s hard to say for sure whether container queries will be a success story until we have solid cross-browser support for them. Responsive component libraries would undoubtedly change the way we design, and they would increase the possibilities for reuse and design at scale. But maybe we will always need to adjust these components to suit our content.

    CSS is evolving.

    Whilst the container query debate rumbles on, there have been numerous advances in CSS that change the way we think about design. The days of fixed-width elements measured in pixels and floated div elements used to cobble layouts together are long gone, consigned to history along with table layouts. Flexbox and CSS Grid have revolutionized layouts for the web. We can now create elements that wrap onto new rows when they run out of space, not when the device changes.

    .wrapper { display: grid; grid-template-columns: repeat(auto-fit, 450px); gap: 10px;}

    The repeat() function paired with auto-fit or auto-fill allows us to specify how much space each column should use while leaving it up to the browser to decide when to spill the columns onto a new line. Similar things can be achieved with Flexbox, as elements can wrap over multiple rows and “flex” to fill available space. 

    .wrapper { display: flex; flex-wrap: wrap; justify-content: space-between;}.child { flex-basis: 32%; margin-bottom: 20px;}

    The biggest benefit of all this is you don’t need to wrap elements in container rows. Without rows, content is not tied to page markup in the same way, allowing for changes or additions to content without further development.

    This is a significant improvement when it comes to developing designs that allow for dynamic content, but CSS Subgrid is the real game changer for flexible designs.

    Remember the days of crafting perfectly aligned interfaces, only for the customer to add an unbelievably long header almost as soon as they’re given CMS access, like the illustration below?

    Subgrid allows elements to respond to adjustments in their own content and in the content of sibling elements, helping us create designs more resilient to change.

    .wrapper { display: grid; grid-template-columns: repeat(auto-fit, minmax(150px, 1fr)); grid-template-rows: auto 1fr auto; gap: 10px;}.sub-grid { display: grid; grid-row: span 3; grid-template-rows: subgrid; /* sets rows to parent grid */}

    CSS Grid allows us to separate layout and content, thereby enabling flexible designs. Subgrid, in contrast, allows us to create designs that can be modified to fit changing content. Subgrid at the time of writing is only supported in Firefox but the above code can be implemented behind an @supports feature query.

    Intrinsic layouts

    I’d be remiss not to mention intrinsic layouts, the term created by Jen Simmons to describe a mixture of new and old CSS features used to create layouts that respond to available space.

    Columns with percentages are flexible in responsive layouts. Intrinsic layouts, on the other hand, use the fr unit to create flexible columns that won’t ever shrink so much that they render the content illegible.

    frunits is a statement that says,” I want you to distribute the extra space in this way, but… don’t ever make it smaller than the content that is inside of it.”

    —Jen Simmons,” Designing Intrinsic Layouts”

    Intrinsic layouts can also make use of a mix of fixed and flexible units, letting the content choose how much space it occupies.

    What distinguishes intrinsic design is that it not only creates designs that can withstand future devices but also helps scale designs without losing flexibility. Components and patterns can be lifted and reused without the prerequisite of having the same breakpoints or the same amount of content as in the previous implementation.

    We can now make designs that work in harmony with the content inside and the content around them. With an intrinsic approach, we can construct responsive components without depending on container queries.

    Another 2010 moment?

    This intrinsic approach should in my view be every bit as groundbreaking as responsive web design was ten years ago. It’s another “everything changed” moment for me.

    But it doesn’t seem to be moving quite as fast, I haven’t yet had that same career-changing moment I had with responsive design, despite the widely shared and brilliant talk that brought it to my attention.

    One possible explanation for that is that I now work for a sizable company, which is quite different from the design agency position I held in 2010. In my agency days, every new project was a clean slate, a chance to try something new. Modern projects frequently improve existing websites with an existing codebase and use existing tools and frameworks.

    Another could be that I feel more prepared for change now. I was brand-new to design in general in 2010, and the shift involved a lot of learning. Also, an intrinsic approach isn’t exactly all-new, it’s about using existing skills and existing CSS knowledge in a different way.

    You can’t framework your way out of a content issue.

    Another reason for the slightly slower adoption of intrinsic design could be the lack of quick-fix framework solutions available to kick-start the change.

    Ten years ago, responsive grid systems were everywhere. With a framework like Bootstrap or Skeleton, you had a responsive design template at your fingertips.

    Because having a selection of units is a hindrance when creating layout templates, intrinsic design and frameworks do not work together quite as well. The beauty of intrinsic design is combining different units and experimenting with techniques to get the best for your content.

    There are also design tools. We probably all, at some point in our careers, used Photoshop templates for desktop, tablet, and mobile devices to drop designs in and show how the site would look at all three stages.

    How do you do that right away, with each component reacting to content and layout flexing as needed? This type of design must happen in the browser, which personally I’m a big fan of.

    Another topic that has persisted for years is the debate over whether designers should code. When designing a digital product, we should, at the very least, design for a best- and worst-case scenario when it comes to content. It’s not ideal to do this in a graphics-based software package. In code, we can add longer sentences, more radio buttons, and extra tabs, and watch in real time as the design adapts. Does it continue to function? Is the design too reliant on the current content?

    Personally, I look forward to the day that a design component can truly be flexible and adapt to both its space and content without relying on the device or container dimensions. This is the day intrinsic design is the standard for design.

    Content first

    Content is not a fixed thing. After all, to design for the unknown or unexpected we need to account for content changes like our earlier Subgrid card example that allowed the cards to respond to adjustments to their own content and the content of sibling elements.

    Thankfully, there’s more to CSS than layout, and plenty of properties and values can help us put content first. Subgrid and pseudo-elements like ::first-line and ::first-letter help to separate design from markup so we can create designs that allow for changes.

    Instead of the dated markup tricks below,

    First line of text with different styling...

    —we can target content based on where it appears.

    .element::first-line { font-size: 1.4em;}.element::first-letter { color: red;}

    Much bigger additions to CSS include logical properties, which change the way we construct designs using logical dimensions (start and end) instead of physical ones (left and right), something CSS Grid also does with functions like min(), max(), and clamp().

    This flexibility allows for directional changes according to content, a common requirement when we need to present content in multiple languages. This was frequently accomplished with Sass mixins in the past, but it was frequently limited to switching from left-to-right to right-to-left orientation.

    In the Sass version, directional variables need to be set.

    $direction: rtl;$opposite-direction: ltr;$start-direction: right;$end-direction: left;

    These variables can also be used as values—

    body { direction: $direction; text-align: $start-direction;}

    —or as properties.

    margin-#{$end-direction}: 10px;padding-#{$start-direction}: 10px;

    However, with native logical properties, there is no longer a need to rely on Sass ( or another similar tool ) or pre-planning, which made using variables throughout a codebase necessary. These properties also start to break apart the tight coupling between a design and strict physical dimensions, creating more flexibility for changes in language and in direction.

    margin-block-end: 10px;padding-block-start: 10px;

    There are also native start and end values for properties like text-align, which means we can replace text-align: right with text-align: start.

    Like the earlier examples, these properties help to build out designs that aren’t constrained to one language, the design will reflect the content’s needs.

    Fluid and fixed

    We briefly covered the power of combining fixed widths with fluid widths with intrinsic layouts. The min() and max() functions are a similar concept, allowing you to specify a fixed value with a flexible alternative. 

    For min() this means setting a fluid minimum value and a maximum fixed value.

    .element { width: min(50%, 300px);}

    As long as the element’s width is not greater than 300px, the element in the figure above will cover 50 % of its container.

    For max() we can set a flexible max value and a minimum fixed value.

    .element { width: max(50%, 300px);}

    As long as the element’s width is at least 300px, the element will now be 50 % of its container. This means we can set limits but allow content to react to the available space.

    The clamp() function builds on this by allowing us to set a preferred value with a third parameter. Now we can allow the element to shrink or grow if it needs to without getting to a point where it becomes unusable.

    .element { width: clamp(300px, 50%, 600px);}

    This time, the element’s width will be 50 % ( the preferred value ) of its container, with no exceptions for 300px and 600px.

    With these techniques, we have a content-first approach to responsive design. We can distinguish between markup and content, which means that user modifications will not have an impact on the design. We can start to future-proof designs by planning for unexpected changes in language or direction. Additionally, we can increase flexibility by enabling more or less content to be displayed correctly by matching desired dimensions with adaptable alternatives.

    Situation first

    We can address device flexibility by changing our approach, which focuses on content and space rather than devices, as we’ve discussed so far. But what about that last bit of Jeffrey Zeldman’s quote,”… situations you haven’t imagined”?

    It’s a lot different to design for someone using a mobile phone and walking through a crowded street in glaring sunshine than it is for someone using a desktop computer. Situations and environments are hard to plan for or predict because they change as people react to their own unique challenges and tasks.

    Choice is so crucial because of this. One size never fits all, so we need to design for multiple scenarios to create equal experiences for all our users.

    Thankfully, we have many options available to you.

    Responsible design

    There are places in the world where mobile data is prohibitively expensive and where there is little or no broadband infrastructure.

    I Used the Web for a Day on a 50 MB Budget

    Chris Ashton

    One of the biggest assumptions we make is that people interacting with our designs have a good wifi connection and a wide screen monitor. However, in the real world, our users may be commuters using smaller mobile devices that may experience drops in connectivity while traveling on trains or other modes of transportation. There is nothing more frustrating than a web page that won’t load, but there are ways we can help users use less data or deal with sporadic connectivity.

    The srcset attribute allows the browser to decide which image to serve. This means we can create smaller ‘cropped’ images to display on mobile devices in turn using less bandwidth and less data.

    Image alt text

    The preload attribute can also help us to think about how and when media is downloaded. It can be used to tell a browser about any critical assets that need to be downloaded with high priority, improving perceived performance and the user experience. 

      

    Additionally, there is native lazy loading, which indicates that assets should only be downloaded when they are required.

    …

    With srcset, preload, and lazy loading, we can start to tailor a user’s experience based on the situation they find themselves in. What none of this does, however, is allow the user themselves to decide what they want downloaded, as the decision is usually the browser’s to make. 

    So how can we put users in control?

    The return of media inquiries

    internet inquiries have always been about much more than device sizes. They allow content to adapt to different situations, with screen size being just one of them.

    We’ve long been able to check for media types like print and speech and features such as hover, resolution, and color. Because of these checks, we can offer options that work for more than one situation. It’s less about one-size-fits-all and more about providing adaptable content.

    As of this writing, the Media Queries Level 5 spec is still under development. It brings up some really intriguing queries that will eventually enable us to design for a number of other unanticipated situations.

    For example, there’s a light-level feature that allows you to modify styles if a user is in sunlight or darkness. These features, which have custom properties, make it simple to create designs or themes for particular environments.

    @media (light-level: normal) { --background-color: #fff; --text-color: #0b0c0c; }@media (light-level: dim) { --background-color: #efd226; --text-color: #0b0c0c;}

    Another key feature of the Level 5 spec is personalization. Instead of creating designs that are the same for everyone, users can choose what works for them. This is achieved by using features like prefers-reduced-data, prefers-color-scheme, and prefers-reduced-motion, the latter two of which already enjoy broad browser support. These features tap into preferences set via the operating system or browser so people don’t have to spend time making each site they visit more usable. 

    internet inquiries like this go beyond choices made by a browser to grant more control to the user.

    Expect the unanticipated

    In the end, the one thing we should always expect is for things to change. With foldable screens already available, especially in the form of tablets, we can’t keep up with them.

    We can’t design the same way we have for this ever-changing landscape, but we can design for content. We can create more robust, flexible designs that increase the longevity of our products by putting content first and allowing that content to adapt to whatever space surrounds it.

    A lot of the CSS discussed here is about moving away from layouts and putting content at the heart of design. There are still many more things we can do to adopt a more intrinsic approach, from responsive to fluid and fixed. Even better, we can test these techniques during the design phase by designing in-browser and watching how our designs adapt in real-time.

    When it comes to unexpected circumstances, we must make sure our goods are accessible whenever and wherever needed. We can move closer to achieving this by involving users in our design decisions, by creating choice via browsers, and by giving control to our users with user-preference-based media queries.

    Unexpected design should give our users, who we serve, choice and control over how they interact with the environment.

  • Asynchronous Design Critique: Getting Feedback

    Asynchronous Design Critique: Getting Feedback

    ” Any opinion”? is perhaps one of the worst ways to ask for suggestions. It’s obscure and unfocused, and it doesn’t give a clear picture of what we’re looking for. Great feedback begins sooner than we might anticipate: it begins with the request.

    It might seem contradictory to start the process of receiving feedback with a problem, but that makes sense if we realize that getting feedback can be thought of as a form of pattern research. The best way to ask for feedback is to write strong issues, just like we wouldn’t do any studies without the right questions to get the insight we need.

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

    Finally, we need to review what we received, get to the heart of its insight, and taking action, like with any good research. Problem, generation, and evaluation. Let’s take a closer look at each of those.

    The query

    Being available to input is important, but we need to be specific about what we’re looking for. Any comments,” What do you think,” or” I’d love to hear your mind” at the conclusion of a presentation are likely to garner a lot of different ideas, or worse, to make everyone follow the lead of the first speaker. And finally, we become irritated because ambiguous queries like those can result in people leaving reviews that don’t even consider keys. Which might be a savory matter, so it might be hard at that point to divert the crew to the topics that you had wanted to focus on.

    But how do we enter this circumstance? 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 keep the issue open and assume that everyone else will agree. Another is that being extremely detailed is frequently not necessary in non-professional conversations. In short, we tend to underestimate the importance of the issues, so we don’t work on improving them.

    The practice of asking nice questions guidelines and concentrates the criticism. It also serves as a form of acceptance, outlining your willingness to make comments and the types of responses you want to receive. It puts people in the right emotional state, especially in situations when they weren’t expecting to give opinions.

    There isn’t a second best way to ask for opinions. Sensitivity can take countless forms, and it just needs to be that. A design for design critique that I’ve found especially helpful in my training is the one of stage over depth.

    The term” level” refers to each of the stages of the process, in our case, the design phase. The type of input changes as the consumer research moves forward 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 levels of customer experience may serve as a starting point for future inquiries. What are the project targets, in your opinion? User requirements? Funnality? the glad Contact design? a system of information layout Interface style Navigation style? physical architecture Brand?

    Here’re a some example questions that are specific and to the place that refer to different levels:

    • Functionality: Is it attractive to automate accounts creation?
    • Contact design: Please review the updated flow for any errors or steps I might have missed.
    • Information infrastructure: We have two competing bits of information on this site. Does the construction work to effectively communicate both of them?
    • User interface design: What do you think about the top-of-the-page problem counter, which makes sure you can see the following error even when the error is outside the viewport?
    • Navigation style: From study, we identified these second-level routing items, but when you’re on the webpage, the list feels very long and hard to understand. Exist any recommendations for resolving this?
    • Are the thick alerts in the bottom-right corner of the page visible enough?

    The other plane of sensitivity is about how heavy you’d like to go on what’s being presented. For instance, we may have introduced a new end-to-end movement, but you might want to know more about a particular viewpoint you found challenging. This can be especially helpful when switching between iterations because it’s crucial to identify the changes made.

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

    Eliminating generic finals from your questions like “good,” “well,” “nice,” “bad,” “okay,” and” cool” is a simple strategy. Asking,” When the stop opens and the switches appear, is this conversation excellent, for instance?” may seem precise, but you can place the “good” tournament, and transfer it to an even better query:” When the wall opens and the buttons appear, is it clear what the next action is”?

    Sometimes we do want a lot of 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 is obvious that what you’re asking is open ended but focused on a person’s impression after their first five seconds of inquiry.

    Sometimes the project is particularly expansive, and some areas may have already been explored in detail. In these circumstances, it might be helpful to state explicitly that some parts are already locked in and aren’t accessible for feedback. Although it’s not something I’d recommend in general, I’ve found it helpful in avoiding getting back into rabbit holes like those that could lead to even more refinement if what’s important right now isn’t.

    Asking specific questions can completely change the quality of the feedback that you receive. People who have less refined critique abilities will now be able to provide more useful feedback, and even experienced designers will appreciate the clarity and effectiveness gained from concentrating solely on what is required. It can save a lot of time and frustration.

    The iteration

    Design iterations are probably the most recognizable component of the design process, and they act as a natural feedback loop. Many design tools have inline commenting, but many of them only display changes as a single fluid stream in the same file. In addition, these kinds of design tools automatically update shared UI components, make conversations disappear and require designs 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’s probably not the most effective way to go about designing critiques, but even if I don’t want to be too prescriptive, it might work for some teams.

    The asynchronous design-critique approach that I find most effective is to make 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 that is followed by some sort of discussion thread. Any platform that can accommodate this type of structure can use this. By the way, when I refer to a “write-up or presentation“, I’m including video recordings or other media too: as long as it’s asynchronous, it works.

    There are many benefits to using iteration posts:

      It establishes a rhythm in the design process, allowing the designer to review the feedback from each iteration and get ready for the following.
    • It makes decisions visible for future review, and conversations are likewise always available.
    • It keeps track of how the design evolved over time.
    • It might also make it simpler to collect and act on feedback depending on the tool.

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

    There isn’t, in my opinion, a universal format for iteration posts. But there are a few high-level elements that make sense to include as a baseline:

    1. The objective is.
    2. The layout
    3. The list of changes
    4. The querys

    A goal for each project is likely to be one that has already been condensed into a single sentence, such as the request for the project owner, the product manager, or the client brief. So this is something that I’d repeat in every iteration post—literally copy and pasting it. To avoid having to search through information from multiple posts, the goal is to provide context and repeat what is necessary to complete each iteration post. The most recent iteration post will provide all I need 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 helps to ensure that everyone is on the same page.

    The actual series of information-architecture outlines, diagrams, flows, maps, wireframes, screens, visuals, and any other design work that has been done is what the design is then called. In short, it’s any design artifact. In the work’s final stages, I prefer to use the term “blank” to emphasize that I’ll be displaying complete flows rather than individual screens to facilitate comprehension of the larger 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.

    A bullet list of the changes made in the previous iteration should also be included for an effective discussion so that attendees can concentrate on what’s changed. This can be especially useful for larger works of work where keeping track, iteration after iteration, might prove difficult.

    And finally, as noted earlier, it’s essential that you include a list of the questions to drive the design critique in the direction you want. Making a numbered list of questions available in the form of a number can also make it simpler to refer to each one by its name.

    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.

    Even if these iteration posts are written and intended as checkpoints, I want to point out that they are not by any means required to be exhaustive. A post might be a draft—just a concept to get a conversation going—or it could be a cumulative list of each feature that was added over the course of each iteration until the full picture is done.

    I also started using specific labels for incremental iterations over time: 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 functions like versions ( such as v1, v2, and v3 ), but versions give the impression of something that is large, exhaustive, and complete. Iterations must be able to be exploratory, incomplete, partial.
    • Future proof—It resolves the “final” naming issue that versions can have. No more files with the title “final final complete no-really-its-done” Within each project, the largest number always represents the latest iteration.

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

    The evaluation

    What usually happens during a design critique is an open discussion, with a back and forth between people that can be very productive. This strategy is particularly successful when synchronous feedback is being received live. 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.

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

      It lessens the need to respond to everyone.
    1. It reduces the frustration from swoop-by comments.
    2. It lowers the stakes we have in ourselves.

    The first friction point is having to press yourself to respond to each and every comment. Sometimes we write the iteration post, and we get replies from our team. It’s just a few of them, it’s simple, and there isn’t much of a problem with it. Sometimes, however, some solutions may require more in-depth discussions, and the number of responses can quickly rise, which can cause tension between trying to be a good team player by responding to everyone and attempting the next design iteration. This might be especially true if the person who’s replying is a stakeholder or someone directly involved in the project who we feel that we need to listen to. It’s human nature to try to accommodate those we care about, and we need to accept that this pressure is completely normal. When responding to all comments, it can be effective, but when we consider a design critique more like user research, we realize that we don’t need to respond to every comment, and there are alternatives in asynchronous spaces:

      One is to let the next iteration speak for itself. When the design changes and we publish a follow-up iteration, that’s the response. You could tag everyone in the previous discussion, but even that is a choice, not a requirement.
    • Another is to briefly reply 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”!
    • One more thing is to quickly summarize the comments before proceeding. This may be particularly helpful if your workflow allows you to create a simplified checklist that you can use for the following iteration.

    The second friction point is the swoop-by comment, which is the kind of feedback that comes from someone outside the project or team who might not be aware of the context, restrictions, decisions, or requirements —or of the previous iterations ‘ discussions. One can hope that they will learn something from them, starting with acknowledging that they are doing this and making their location more explicit. It can be annoying to have to repeat the same response repeatedly in swoop-by comments.

    Let’s begin by acknowledging again that there’s no need to reply to every comment. However, if responding to a previously litigated point is useful, a brief response with a link to the previous discussion for additional information is typically sufficient. Remember that repetition results in alignment; therefore, it’s acceptable to occasionally repeat things!

    Swoop-by commenting can still be useful for two reasons: they might point out something that still isn’t clear, and they also have the potential to stand in for the point of view of a user who’s seeing the design for the first time. Yes, you’ll still be frustrated, but that might at least make things better for you.

    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 ). And in the end, presenting everything in aggregated form helps us to prioritize our work more.

    Remember to always remember that you don’t have to accept every piece of feedback, even though you need to listen to stakeholders, project owners, and specific advice. You have to analyze it and make a decision that you can justify, but sometimes “no” is the right answer.

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

    Thanks to Mike Shelton and Brie Anne Demkiw for their contributions to the initial draft of this article.

  • Asynchronous Design Critique: Giving Feedback

    Asynchronous Design Critique: Giving Feedback

    One of the most powerful smooth abilities we have at our disposal is the ability to work together to improve our designs while developing our own abilities and perspectives, regardless of how it is used or what it might be called.

    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 opinions can lead to conflict in projects, lower morale, and long-term, undermine trust and teamwork. Quality comments 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 suggestions be changed for isolated and distributed workplaces?

    On the web, we may discover a long history of sequential suggestions: from the early weeks of open source, script was shared and discussed on email addresses. Developers and sprint masters discuss ideas on tickets, designers make comments in their favourite design tools, and so on.

    Design analysis is frequently used as a term for a type of collaborative feedback that is provided to improve our work. So it shares a lot of the rules with comments in public, but it also has some variations.

    The information

    The content of the feedback is the basis of every effective criticism, so where do we need to begin? There are many versions that you can use to design your content. This one from Lara Hogan is the one I personally like best because it’s obvious and actionable.

    This calculation, which is typically used to provide feedback to users, even fits really well in a design critique because it finally addresses one of the main issues that we address: 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 anything that needs to be improved. You’ll have a mental design that will enable you to get more accurate and effective if you keep in mind the three components of the equation.

    Here is a reply that could be given as a part of some comments, and it might seem reasonable at a first glimpse: it seems to casually serve the elements in the equation. Does it, though?

    Not sure about the hierarchy and styles of the buttons; it seems off. Can you change them?

    Finding a perspective that is as specific as possible when conducting design feedback refers to more than just pointing out which area of the interface. Do you offer the user’s viewpoint? Your expert perspective? from a business perspective? From the perspective of the project manager? A first-time user’s perspective?

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

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

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

    The question approach is intended to give open guidance by encouraging the designer to think critically while receiving the feedback. Notably, Lara’s equation includes a second approach: request, which instead provides instructions on how to find a particular solution. While that’s a viable option for feedback in general, for design critiques, in my experience, defaulting to the question approach usually reaches the best solutions because designers are generally more comfortable in being given an open space to explore.

    For the question approach, consider the difference between the two:

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

    Or, for the request approach:

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

    In some situations, it might be helpful to include an additional reason why you think the suggestion is better at this point.

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

    Choosing between the request and question approaches can occasionally be a matter of personal preference. I spent a while working on improving my feedback, conducting anonymous feedback reviews and sharing feedback with others. 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 switched teams. Surprise surprise, one particular person gave me a lot of negative feedback. The reason is that I had previously tried not to be prescriptive in my advice—because the people who I was previously working with preferred the open-ended question format over the request style of suggestions. However, there was one person in this other team who now preferred specific guidance. So I changed my feedback so that it included 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 look at both sides.

    No, this style of feedback is actually efficient because the length here is a byproduct of clarity, and spending time giving this kind of feedback can provide exactly enough information for a good fix. Additionally, if we zoom out, it may lessen misunderstandings and back-and-forth conversations in the future, thereby increasing overall effectiveness and efficiency of collaboration beyond the single comment. Consider the example above where the feedback would be simply” 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 apply the change. The interface might change in later iterations or new features might be introduced, and perhaps the change won’t 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 type of feedback is not always effective because some comments don’t always need to be thorough, some times because some changes are made because they don’t always follow our instructions, and others because the team may have extensive internal knowledge, which makes some of the whys possible be implied.

    Therefore, the above equation serves 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

    The foundation of feedback is well-rounded content, 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.

    Tone is crucial to work on because our goal is to be understood and to have a positive working environment. Over the years, I’ve tried to summarize the required soft skills in a formula that mirrors the one for content: the receptivity equation.

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

    Timing refers to when the feedback happens. When given at the wrong time, to-the-point feedback has little chance of receiving favorable reception. When a new feature’s entire high-level information architecture is about to go on sale, it might still be relevant if the questioning raises a significant blocker that no one saw, but those concerns are much more likely to have to wait for a later revision. So in general, attune your feedback to the stage of the project. Early iteration? Iteration that was later? Polishing work in progress? Each of these needs varies. The ideal setting will increase the likelihood that your feedback will be appreciated.

    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. Perhaps we don’t want to admit that we don’t really appreciate that person when we reflect on them. Hopefully that’s not the case, but that can happen, and that’s okay. How would I write if I really cared about them? Acknowledging that and owning that can help you make up for it. How can I stop acting aggressively? How can I be more constructive?

    Form is important in multicultural and cross-cultural workplaces because having excellent writing, perfect timing, and the right attitude might not be as effective if the writing style leads to miscommunications. 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 ago, I asked for some feedback on how I respond. 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 just realized that I had been giving them feedback for months and that I had always made them feel foolish. 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.”

    People tend to beat around the bush, which is something to emphasize because it happens quite frequently, especially in teams with strong group spirit. It’s important to remember here that a positive attitude doesn’t mean going light on the feedback—it just means that even when you provide hard, difficult, or challenging feedback, you do so in a way that’s respectful and constructive. You can help someone grow the best way you can.

    Giving feedback in written form can be reviewed by someone else who isn’t directly involved, which can help to reduce or eliminate any bias that might exist. I found that the best, most insightful moments for me have happened when I’ve shared a comment and I’ve asked someone who I highly trusted,” How does this sound”?,” How can I do it better”, and even” How would you have written it” ?—and I’ve learned a lot by seeing the two versions side by side.

    The format

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

    Let’s imagine that someone shared a design iteration for a project. You are commenting on it while reviewing it. There are many ways to accomplish this, and context is of course important, but let’s try to think about some things that might be worthwhile to take into account.

    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 time seeing it? Do you have a high-level perspective, or are you just learning the details? Are there regressions? Which user’s point of view are you addressing when offering feedback? Is the design iteration at the point where it would be acceptable to ship this, or are there important issues that need to be addressed first?

    Providing context is helpful even if you’re sharing feedback within a team that already has some information on the project. And context is absolutely necessary when providing cross-team feedback. If I were to review a design that might be directly connected to my work, and if I had no idea how the project might have come to that conclusion, I would say so, highlighting my opinion as external.

    We often focus on the negatives, trying to outline all the things that could be done better. That’s obviously important, but it’s even more crucial to concentrate on the positive aspects, especially if you saw improvement in the previous iteration. Although this may seem superfluous, it’s important to keep in mind that design is a field with hundreds of possible solutions for each problem. So pointing out that the design solution that was chosen is good and explaining why it’s good has two major benefits: it confirms that the approach taken was solid, and it helps to ground your negative feedback. Sharing positive feedback can help prevent regressions in things that are going well because those things will have been deemed significant in the long run. 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.

    Depersonalizing the feedback is another way to improve it: comments should always be about the work and never the creator of 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.

    One of the best ways to assist the designer who is reading through your feedback in terms of actionability is to divide it into bullet points or paragraphs, which are easier to review and analyze one by one. For longer pieces of feedback, you might also consider splitting it into sections or even across multiple comments. Of course, adding screenshots or identifying markers for the specific area of the interface you’re referring to can also be very helpful.

    Emojis have been a method I’ve personally used to enhance the bullet points in some situations. So a red square � � means that it’s something that I consider blocking, a yellow diamond � � is something that I can be convinced otherwise, but it seems to me that it should be changed, and a green circle � � is a detailed, positive confirmation. A blue spiral is also used for either something I’m uncertain about, an exploration, an open alternative, or just a note. However, I’d only use this strategy on teams where I’ve already established a high level of trust because the impact could be quite demoralizing if I had to deliver a lot of red squares, and I’d change how I’d communicate that a little.

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

    • 🔶 Navigation—When I see these two buttons, I anticipate one to go forward and the other to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same two forward and back buttons so that users don’t get confused.
    • Overall, I believe the page is strong, and this is a good candidate for a version 1. 1.0 release.
    • � � 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 gives the impression that it’s a positive action because green is typically seen as a confirmation color. Do we need to look for a different color?
    • 🔶Tiles—Given the number of items on the page, and the overall page hierarchy, it seems to me that the tiles shouldn’t be using the Subtitle 1 style but the Subtitle 2 style. This will help maintain consistency in the visual hierarchy.
    • Background: Using a light texture is effective, but I’m not sure if doing so will cause too much noise on this kind of page. What is the thinking in using that?

    What about using Figma or another design tool that enables in-place feedback to provide feedback directly? 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 last word: avoid the obvious. Sometimes we might feel that something is clearly right or wrong, and 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. Don’t hold it back. You might have to reword it a little to make the reader feel more at ease. Good feedback is transparent, even when it may be obvious.

    Another benefit of asynchronous feedback is that written feedback automatically monitors decisions. Why did we do this, especially in large projects? could be a question that pops up from time to time, and there’s nothing better than open, transparent discussions that can be reviewed at any time. For this reason, I suggest using software to save these discussions without keeping them hidden until they are resolved.

    Content, tone, and format are all present. Each one of these subjects provides a useful model, but working to improve eight areas—observation, impact, question, timing, attitude, form, clarity, and actionability—is a lot of work to put in all at once. One way to take them one by one is to first identify the area you most need from both your own perspective and feedback from others. Then the second, followed by the third, and so on. At first you’ll have to put in extra time for every piece of feedback that you give, but after a while, it’ll become second nature, and your impact on the work will multiply.

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