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

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

    The mobile-first design approach is excellent because it concentrates on what the customer truly needs, is well-practiced, and has become a standard design practice 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 whether it is appropriate in light of the physical design and user interactions you’re creating. 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.

    merits of mobile-first technology

    Some of the benefits of mobile-first CSS growth, and why it’s been the de facto growth strategy for so long, make a lot of sense:

    Development pyramid. A good development hierarchy is one thing you definitely get from mobile-first; you just concentrate on the cellular view and start developing.

    tested and verified. It’s a tried and tested technique that’s worked for years for a cause: it solves a problem actually also.

    emphasizes the portable viewpoint. The smart watch is the simplest and perhaps the most crucial because it covers all of the crucial user 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 desktop computers are used for growth. 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 higher breakpoints and therefore overwritten at higher breakpoints:

    More breadth. The farther up the target order you go, the more unnecessary script you inherit from lower thresholds.

    higher CSS precision A school name declaration with a restored default value for a style has a higher specificity today. This can be a pain on big projects when you want to preserve the CSS candidates as simple as possible.

    Takes more analysis analysis. All higher thresholds must be regression tested if CSS changes at lower views ( such as adding a new fashion ).

    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.

    Home price issue is overruled by the issue.

    There is nothing intrinsically wrong with overwriting beliefs, CSS was designed to do just that. Even so, inheriting wrong values may be laborious and ineffective. 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 power classes, it can also lead to more fashion precision. We won’t be able to use a power school for a design that has been restore with a higher precision.

    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). 

    As you can view each target as a clean slate, this technique opens up some opportunities. If a product’s layout appears to be based on Flexbox at all baselines, that is acceptable and can be coded in the definition style sheet. But if it looks like Grid would be much better for large windows and Flexbox for portable, these can both be done entirely freely when the CSS is put into finished media keyword 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 get stuck down a rabbit hole building a complex component for mobile, and then get the designs for desktop and find they are equally complex and incompatible with the HTML we created for the mobile view!

    Although this strategy won’t work for everyone, I urge you to try it. Responsively App, Blisk, and many others are among the many tools available to assist with concurrent development.

    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.

    In practice, closed media query ranges

    We overwrite the styles in the classic mobile-first CSS, but we can prevent 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 less than 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.

    Bundling versus separating the CSS

    Back in the day, keeping the number of requests to a minimum was very important because the browser's concurrent request limit (typically around six ) was high. In consequence, using image sprites and CSS bundling was the norm, with all the CSS being downloaded as a single stylesheet with the 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 performant and can reduce the overall time page rendering is blocked.

    What version of HTTP do you use?

    Go to your website and open the dev tools in your browser to find out which version of HTTP you're using. Next, select the Network tab and make sure the Protocol column is visible. If "h2" is included in the protocol list, that indicates that HTTP/2 is being used.

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

    If your website still uses HTTP/1, please check it out. WHHY!! What are you waiting for? Excellent user support exists for HTTP/2.

    CSS should be split.

    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.

    In the following example of a website visited on a mobile breakpoint, we can see the mobile and default CSS are loaded with" Highest" priority, as they are currently needed to render the page. The last three CSS files ( print, tablet, and desktop ) are still being downloaded in case they need to be 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 milestone in web development 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, it seems like the natural next step to concentrate on the CSS in its own right, always mindful of what is the default setting and what constitutes an exception. I've started to notice subtle simplifications in the CSS I write for myself as well as other developers, and that the testing and maintenance work is also a little more organized and effective.

    In general, simplifying CSS rule creation whenever we can is ultimately a cleaner approach than going around in circles of overrides. However, the project must fit the methodology you choose. Mobile-first may turn out to be the best option for the situation at hand, but first you need to fully comprehend the trade-offs you're entering.

  • Humility: An Essential Value

    Humility: An Essential Value

    Humility, a writer’s most important quality, has a great circle to it. What about sincerity, an business manager’s vital value? Or a surgeon’s? Or a teacher’s? They all have excellent sounding voices. When humility is our guiding light, the course is usually available for fulfillment, development, relation, and commitment. We’re going to discuss why in this section.

    That said, this is a guide for developers, and to that conclusion, I’d like to begin with a story—well, a voyage, actually. It’s a personal one, and I’m going to make myself a little prone along the way. I call it:

    The Absurd Pate of Justin: The Tale of Justin

    When I was coming out of arts school, a long-haired, goateed novice, write was a known quantity to me, design on the web, however, was riddled with complexities to understand and learn, a problem to be solved. Although I had formal training in typography, layout, and creative design, what piqued my interest was how these traditional skills could be applied to a young modern landscape. This style would eventually form the rest of my profession.

    So I devoured HTML and JavaScript novels into the wee hours of the morning and self-taught myself how to code during my freshman year rather than student and go into print like many of my companions. I wanted—nay, needed—to better understand the underlying relevance of what my design decisions may think when rendered in a website.

    The so-called” Wild West” of website design was the late 1990s and early 2000s. Manufacturers at the time were all figuring out how to use layout and visual connection to the online environment. What regulations were in place? How may we break them and also engage, entertain, and present information? How was my values, which include modesty, respect, and connection, coincide with that on a more general level? I was eager to find out.

    Those are amazing factors between non-career relationships and the world of design, even though I’m referring to a different era. What are your main passions, or ideals, that elevate medium? The main themes remain the same, much like the primary parallels between what fulfills you, who is independent of the physical or digital worlds.

    First within tables, animated GIFs, Flash, then with Web Standards, divs, and CSS, there was personality, raw unbridled creativity, and unique means of presentment that often defied any semblance of a visible grid. Splash screens and “browser requirement” pages aplenty. Usability and accessibility were typically victims of such a creation, but such paramount facets of any digital design were largely (and, in hindsight, unfairly) disregarded at the expense of experimentation.

    For instance, this iteration of my personal portfolio site (” the pseudoroom” ) from that time was experimental if not a little overt in terms of visualizing how the idea of a living sketchbook was conveyed. Quite skeuomorphic. This one involved sketching and then passing a Photoshop file back and forth to experiment with various customer interactions with fellow artist and dear companion Marc Clancy, who is now a co-founder of the creative task organizing app Milanote. Finally, I’d break it down and script it into a modern layout.

    Along with pattern book pieces, the site even offered free downloads for Mac OS customizations: pc wallpapers that were successfully design experimentation, custom-designed typefaces, and desktop icons.

    GUI Galaxy was a design, pixel art, and Mac-centric news portal that my friends and I conceptualized, designed, developed, and deployed around the same time.

    Design news portals were incredibly popular at the time, and they now accept tweet-sized, small-format excerpts from relevant news from the categories I previously covered. If you took Twitter, curated it to a few categories, and wrapped it in a custom-branded experience, you’d have a design news portal from the late 90s / early 2000s.

    We as designers had changed and developed a bandwidth-sensitive, award-winning, much more accessibility-conscious website. Still ripe with experimentation, yet more mindful of equitable engagement. Below are some content panes that show general news (tech, design ) and news centered on Mac. We also offered many of the custom downloads I cited before as present on my folio site but branded and themed to GUI Galaxy.

    The presentation layer consists of international design, illustration, and news author collaboration, and the backbone of the website was a homegrown CMS. And the collaboration effort here, in addition to experimentation on a’ brand’ and content delivery, was hitting my core. We were creating something bigger than just one of us and establishing a global audience.

    Collaboration and connection transcend medium in their impact, immensely fulfilling me as a designer.

    Why am I taking you on this journey of design memory lane, now? Two reasons.

    First of all, there’s a reason for the nostalgia for that design era ( the” Wild West” era, as I put it ): the inherent exploration, personality, and creativity that dominated many design portals and personal portfolio websites. Ultra-finely detailed pixel art UI, custom illustration, bespoke vector graphics, all underpinned by a strong design community.

    The web design industry has experienced stagnation in recent years. I suspect there’s a strong chance you’ve seen a site whose structure looks something like this: a hero image / banner with text overlaid, perhaps with a lovely rotating carousel of images ( laying the snark on heavy there ), a call to action, and three columns of sub-content directly beneath. Perhaps there are selections that vaguely relate to their respective content in an icon library.

    Design, as it’s applied to the digital landscape, is in dire need of thoughtful layout, typography, and visual engagement that goes hand-in-hand with all the modern considerations we now know are paramount: usability. accessibility. Load times and bandwidth- sensitive content delivery. A user-friendly presentation that connects with people wherever they are. We must be mindful of, and respectful toward, those concerns—but not at the expense of creativity of visual communication or via replicating cookie-cutter layouts.

    Pixel Issues

    Websites during this period were often designed and built on Macs whose OS and desktops looked something like this. Although this is Mac OS 7.5, 8 and 9 aren’t all that different.

    How could any single icon, at any given moment, stand out and grab my attention? That is a fascinating question. In this example, the user’s desktop is tidy, but think of a more realistic example with icon pandemonium. How did it maintain cohesion among the group, for example, if an icon was a part of a larger system grouping ( fonts, extensions, control panels )?

    These were 32 x 32 pixel creations, utilizing a 256-color palette, designed pixel-by-pixel as mini mosaics. This, in my opinion, was the embodiment of digital visual communication under such absurd constraints. And often, ridiculous restrictions can yield the purification of concept and theme.

    So I started to research and do my homework. I was a student of this new medium, hungry to dissect, process, discover, and make it my own.

    I wanted to see how I could push the boundaries of a 32×32 pixel grid with that 256-color palette, expanding upon the idea of exploration. Those ridiculous constraints forced a clarity of concept and presentation that I found incredibly appealing. I was thrown the digital gauntlet, and that challenge fueled my determination. And so, in my dorm room into the wee hours of the morning, I toiled away, bringing conceptual sketches into mini mosaic fruition.

    These are some of my creations that made use of ResEdit, the only program I had at the time, to create icons. ResEdit was a clunky, built-in Mac OS utility not really made for exactly what we were using it for. Research is at the center of all of this work. Challenge. solving problems. Again, these core connection-based values are agnostic of medium.

    There’s one more design portal I want to talk about, which also serves as the second reason for my story to bring this all together.

    Kaliber 1000 is short for K10k. K10k was founded in 1998 by Michael Schmidt and Toke Nygaard, and was the design news portal on the web during this period. It was the place to be, my friend, with its pixel art-fueled presentation, ultra-focused care given to every aspect of every detail, and many of the more influential designers of the time who were invited to be news authors on the site. With respect where respect is due, GUI Galaxy’s concept was inspired by what these folks were doing.

    For my part, the combination of my web design work and pixel art exploration began to get me some notoriety in the design scene. K10k eventually figured out and added me as one of their very limited group of news writers to add content to the website.

    Amongst my personal work and side projects —and now with this inclusion—in the design community, this put me on the map. Additionally, my design work has started to appear on other design news portals, as well as in publications abroad and domestically. With that degree of success while in my early twenties, something else happened:

    I actually changed into a massive asshole in about a year of high school, not less. The press and the praise became what fulfilled me, and they went straight to my head. They inflated my ego. I actually felt somewhat superior to my fellow designers.

    The casualties? My design stagnated. Its evolution, which is what I evolved, has stagnated.

    I felt so supremely confident in my abilities that I effectively stopped researching and discovering. When I used to lead myself to iterate through concepts or sketches, I leaped right into Photoshop. I drew my inspiration from the smallest of sources ( and with blinders on ). My peers frequently vehemently disapproved of any criticism of my work. The most tragic loss: I had lost touch with my values.

    My ego almost destroyed some of my friendships and blossoming professional relationships. I was toxic in talking about design and in collaboration. But thankfully, those same friends gave me a priceless gift: candor. They called me out on my unhealthy behavior.

    Although it was something I initially rejected, I eventually had a chance to reflect on it in depth. I was soon able to accept, and process, and course correct. Although the re-awakening was necessary, the realization let me down. I let go of the “reward” of adulation and re-centered upon what stoked the fire for me in art school. Most importantly, I returned to my fundamental values.

    Always Students

    Following that temporary regression, I was able to advance in both my personal and professional design. And I could self-reflect as I got older to facilitate further growth and course correction as needed.

    Let’s use the Large Hadron Collider as an example. The LHC was designed” to help answer some of the fundamental open questions in physics, which concern the basic laws governing the interactions and forces among the elementary objects, the deep structure of space and time, and in particular the interrelation between quantum mechanics and general relativity”. Thank you, Wikipedia.

    Around fifteen years ago, in one of my earlier professional roles, I designed the interface for the application that generated the LHC’s particle collision diagrams. These diagrams are often regarded as works of art unto themselves because they depict what is actually happening inside the Collider during any given particle collision event.

    Designing the interface for this application was a fascinating process for me, in that I worked with Fermilab physicists to understand what the application was trying to achieve, but also how the physicists themselves would be using it. In order to accomplish this, this role requires,

    I cut my teeth on usability testing, working with the Fermilab team to iterate and improve the interface. To me, their language and the topics they discussed seemed foreign. And by making myself humble and working under the mindset that I was but a student, I made myself available to be a part of their world to generate that vital connection.

    I also had the opportunity to observe the physicists ‘ use of the tool in their own homes, on their own terminals, during my first ethnographic observation. For example, one takeaway was that due to the level of ambient light-driven contrast within the facility, the data columns ended up using white text on a dark gray background instead of black text-on-white. They were able to focus on their eyes while working during the day while poring over enormous amounts of data. And Fermilab and CERN are government entities with rigorous accessibility standards, so my knowledge in that realm also grew. Another crucial form of communication was the barrier-free design.

    So to those core drivers of my visual problem-solving soul and ultimate fulfillment: discovery, exposure to new media, observation, human connection, and evolution. Before I entered those values, I had to check my ego before entering it, which opened the door to those values.

    An evergreen willingness to listen, learn, understand, grow, evolve, and connect yields our best work. I want to pay attention to the words “grow” and “evolve” in particular in that statement. If we are always students of our craft, we are also continually making ourselves available to evolve. Yes, we have years of practical design experience under our belt. Or the focused lab sessions from a UX bootcamp. Or the monogrammed portfolio of our work. Or, ultimately, decades of a career behind us.

    However, with all that being said, experience does not make one an “expert.”

    As soon as we close our minds via an inner monologue of’ knowing it all’ or branding ourselves a” #thoughtleader” on social media, the designer we are is our final form. There will never be a designer like us.

  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    In tomorrow’s data-driven environment, it’s becoming more and more common for a UX specialist to be asked to create a personal digital experience, whether it’s a common website, user portal, or local application. But while there continues to be no lack of marketing buzz around personalization systems, we also have very few defined approaches for implementing personalized UX.

    That’s where we come in. After completing tens of personalisation projects over the past few years, we gave ourselves a purpose: could you make a systematic personalization platform especially for UX practitioners? A human-centered personalization program that includes data, classification, content delivery, and general objectives can be compared to the Personalization Pyramid, a design-focused type. By using this strategy, you will be able to understand the core components of a modern, UX-driven personalization system ( or at the very least understand enough to get started ).

    Getting Started

    We’ll assume that you are already comfortable with the fundamentals of modern personalization for the purposes of this article. A nice guide can be found these: Website Personalization Planning. Although Graphic projects in this field can take a variety of forms, they frequently start from the same place.

    Common scenarios for starting a customisation task:

    • 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 customisation as a target
    • User data is unclear or disjointed.
    • You are running some secluded targeting strategies or A/B tests
    • On personalization method, participants disagree.
    • Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

    Regardless of where you begin, a powerful personalization system will require the same key building stones. These are the “levels” on the tower, which we have identified. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

    From top to bottom, the rates include:

      North Star: What larger geopolitical goal is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will the personal service be provided?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. What constitutes a distinct, suitable audience? User Parts
    5. Actionable information: What dependable and credible information is captured by our professional platform to generate personalization?
    6. What wider set of data is conceivable ( now in our environment ) to allow you to optimize?

    We’ll go through each of these amounts in turn. An associated deck of cards was created to highlight specific examples from each level to make this more meaningful. We’ve found them helpful in customisation pondering periods, and will include cases for you here.

    Starting at the Top

    The parts of the pyramids are as follows:

    North Star

    Ultimately, you want a North Star in your personalization plan, whether big or small. The North Star defines the (one ) overall mission of the personalization program. What are your goals, exactly? North Stars cast a ghost. The larger the sun, the larger the darkness. Example of North Starts may incorporate:

      Function: Use simple user inputs to optimize. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. Self-contained customisation component is a feature. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
    2. Experience: Individualized customer experiences across a range of consumer flows and interactions. 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 distinctive, personalized solution experiences. Example: Standalone, branded encounters with personalization at their base, like the “algotorial” songs by Spotify quite as Discover Weekly.

    Goals

    Personalization can aid in developing with client intentions, just like it is with any great UX design. Goals are the military and tangible metrics that may prove the entire program is effective. Start with your existing analytics and measurement system, as well as metrics that you can benchmark against. In some cases, new targets may be ideal. The most important thing to keep in mind is that personalisation is certainly a desired outcome. It is a means to an end. Common targets include:

    • Conversion
    • Time spent on work
    • Net promoter score ( NPS)
    • pleasure of the client

    Touchpoints

    Touchpoints are where the personalisation happens. One of your main responsibilities as a UX developer will be in this area. The connections available to you will depend on how your personalization and associated technology features are instrumented, and should be rooted in improving a person’s experience at a certain point in the trip. Touchpoints can be multi-device ( mobile, in-store, website ), but they can also be more specific ( web banner, web pop-up, etc. ). Voici some illustrations:

    Channel-level touchpoints

    • Email: Role
    • Email opens at what time?
    • In-store display ( JSON endpoint )
    • Native app
    • Search

    Wireframe-level Touchpoints

    • Web overlay
    • Web alert bar
    • Web banner
    • Web content block
    • Web home page

    If you’re designing for web interfaces, for example, you will likely need to include personalized “zones” in your wireframes. Based on our next step, context, and campaigns, the content for these can be presented programmatically in touchpoints.

    Contexts and Campaigns

    Once you’ve identified some touchpoints, you can decide what kind of personalized content a user will receive. 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 programmatically to specific user segments, as defined by user data. At this stage, we find it helpful to consider two separate models: a context model and a content model. The context helps you consider the level of user engagement at the personalization moment, for instance, if they are just casually browsing information rather than engaging in a deep dive. Think of it in terms of information retrieval behaviors. The content model can then guide you in deciding what kind of personalization to use in 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

    Content model for personalization:

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

    We’ve written a lot more in depth about each of these models elsewhere, so be sure to check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

    User Groups

    User segments can be created prescriptively or adaptively, based on user research ( e. g. via rules and logic tied to set user behaviors or via A/B testing ). You will need to consider 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 at the least. Here are some examples from the personalization pyramid:

    • Unknown
    • Guest
    • Authenticated
    • Default
    • Referred
    • Role
    • Cohort
    • Unique Identification Number

    Actionable information

    Every organization with any digital presence has data. It’s a matter of examining what user data you can ethically collect, its inherent reliability and value, and how you can use it ( sometimes referred to as “data activation” ). Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

    First-party data has a number of benefits for the user experience, including being relatively simple to collect, more likely to be accurate, and less susceptible to the” creep factor” of third-party data. So a key part of your UX strategy should be to determine what the best form of data collection is on your audiences. Voici some illustrations:

    There is a progression of profiling when it comes to recognizing and making decisioning about different audiences and their signals. As time and confidence and data volume increase, it varies to more granular constructs about smaller and smaller cohorts of users.

    While some combination of implicit / explicit data is generally a prerequisite for any implementation ( more commonly referred to as first party and third-party data ) ML efforts are typically not cost-effective directly out of the box. This is because optimization requires a strong data backbone and content repository. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. You’ll typically work together to create a profiling model with key stakeholders and product owners. The profiling model includes defining approach to configuring profiles, profile keys, profile cards and pattern cards. a scalable, multi-faceted approach to profiling.

    Pulling it Together

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

    In assembling a card “hand”, one can begin to trace the entire trajectory from leadership focus down through a strategic 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, what is important to note is that each colored class of card is helpful to survey in understanding the range of choices potentially at your disposal, it is threading through and making concrete decisions about for whom this decisioning will be made: where, when, and how.

    Lay Down Your Cards

    Any effective personalization plan must take into account near, middle, and long-term objectives. Even with the leading CMS platforms like Sitecore and Adobe or the most exciting composable CMS DXP out there, there is simply no “easy button” wherein a personalization program can be stood up and immediately view meaningful results. Having said that, all personalization activities follow the same grammatical convention, just like every sentence contains both nouns and verbs. These cards attempt to map that territory.

  • User Research Is Storytelling

    User Research Is Storytelling

    I’ve been fascinated by shows since I was a child. I loved the figures and the excitement—but most of all the reports. I aspired to be an artist. And I believed that I’d get to do the things that Indiana Jones did and go on exciting activities. Yet my friends and I had movie ideas to make and sky in. But they never went any farther. However, I did end up in the user experience ( UX) field. 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 to get the most out of customer studies, you must tell a compelling story that involves stakeholders, including the product team and decision-makers, and piques their interest in learning more.

    Think of your favorite film. It more than likely follows a three-act narrative construction: the installation, the turmoil, and the resolution. The second act shows what exists now, and it helps you get to know the characters and the challenges and problems that they face. Act two sets the scene for the fight and the activity begins. Here, issues grow or get worse. The decision comes in the third and final action. This is where the issues are resolved and the figures learn and change. This construction, in my opinion, is also a fantastic way to think about consumer research, and it might be particularly useful for introducing user research to others.

    Use story as a framework for conducting analysis

    It’s sad to say, but many have come to see studies as being inconsequential. Research is typically one of the first things to go when expenses or deadlines are tight. Instead of investing in study, some goods professionals rely on manufacturers or—worse—their personal judgment to make the “right” options for users based on their experience or accepted best practices. That might lead to some groups getting in the way, but it’s too easy to overlook the real problems facing users. To be user-centered, this is something we really avoid. User study improves pattern. It keeps it on trail, pointing to problems and opportunities. Being aware of the problems with your goods and taking action can help you be ahead of your competition.

    In the three-act structure, each action corresponds to a part of the process, and each part is important to telling the whole story. Let’s take a look at the various functions and how they relate to consumer study.

    Act one: installation

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

    Erika Hall discusses the most effective anthropology, which can be as straightforward as spending 15 hours with a customer and asking them to” Walk me through your morning yesterday.” That’s it. Give that one demand. Opened up and listen to them for 15 days. Do everything in your power to protect both your objectives and yourself. Bam, you’re doing ethnography”. According to Hall, “[This ] will probably prove quite fascinating. In the very unlikely event that you didn’t learn anything new or helpful, carry on with increased confidence in your way”.

    I think this makes sense. And I love that this makes consumer studies so visible. 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.

    Maybe Spool talks about the importance of basic research and how it may type the bulk of your research. If you can substitute what you’ve heard in the fundamental research by using more customer information that you can obtain, such as surveys or analytics, or to highlight areas that need more research. Together, all this information creates a clearer picture of the state of things and all its deficiencies. And that’s the start of a gripping tale. It’s the place in the story where you realize that the principal characters—or the people in this case—are facing issues that they need to conquer. This is where you begin to develop compassion for the characters and support their success, much like in films. And maybe partners are now doing the same. Their business may lose money because users can’t finish particular tasks, which may be their love. Or probably they do connect with customers ‘ problems. In either case, action one serves as your main strategy for piqueing interest and investment from the participants.

    When partners begin to understand the value of basic research, that is open doors to more opportunities that involve users in the decision-making approach. And that can influence product teams ‘ focus on improving. This benefits everyone—users, the product, and stakeholders. It’s similar to winning an Oscar for a film because it frequently results in a favorable and successful outcome for your product. And this can be an incentive for stakeholders to repeat this process with other products. Knowing how to tell a good story is the only way to convince stakeholders to care about doing more research, and storytelling is the key to this process.

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

    Act two: conflict

    Act two is all about digging deeper into the problems that you identified in act one. In order to evaluate a potential solution ( such as a design ), you typically conduct directional research, such as usability tests, to see if it addresses the issues you identified. The issues could include unmet needs or problems with a flow or process that’s tripping users up. More issues will come up in the process, much like in act two of a movie. It’s here that you learn more about the characters as they grow and develop through this act.

    According to Jakob Nielsen, five users should be typically in usability tests, which means that this number of users can typically identify the majority of the issues:” You learn less and less as you add more and more users because you will keep seeing the same things over and over again… After the fifth user, you are wasting your time by repeatedly observing the same findings but not learning much new.”

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

    Usability tests have been conducted in person for decades, but you can also do 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 interpret in-person usability tests as a form of theater watching as opposed to remote testing. There are advantages and disadvantages to each. Usability research in person is a much more valuable learning experience. Stakeholders can experience the sessions with other stakeholders. 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 take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can meet users at their location to conduct your research. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. You have less control over how these sessions end as researchers, but this can occasionally help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. Usability tests in person offer a level of detail that is frequently absent from remote testing.

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

    The advantage of usability testing, whether conducted remotely or in person, is that you can ask real users questions to understand their reasoning and understanding of the problem. This can help you not only identify problems but also glean why they’re problems in the first place. You can also test your own ideas and determine whether they are true. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. The excitement centers on Act 2, but there are also potential surprises in that Act. This is equally true of usability tests. Unexpected things that 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 is sometimes seen as expendable. Usability testing is often the only method of research that some stakeholders believe they ever need, especially in this regard. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users ( foundational research ), there’s not much to be gained by doing usability testing in the first place. Because you’re narrowing the scope of what you’re receiving feedback on 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 only feedback on a particular design.

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

    In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can encourage stakeholders to take action on the issues raised.

    Act three: resolution

    The third act is about resolving the issues raised by the first two acts, whereas the first two are about comprehending the context and the tensions that can compel action. While it’s important to have an audience for the first two acts, it’s crucial that they stick around for the final act. That includes all members of the product team, including developers, UX experts, business analysts, delivery managers, product managers, and any other interested parties. It allows the whole team to hear users ‘ feedback together, ask questions, and discuss what’s possible within the project’s constraints. Additionally, it enables the UX design and research teams to clarify, suggest alternatives, or provide more context for their choices. So you can get everyone on the same page and get agreement on the way forward.

    Voiceover narration of this act is typically used with audience input. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They offer the stakeholders their suggestions and suggestions for how to create this vision.

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

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

    You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be as visual as quick sketches of a potential solution to a problem. These can help generate conversation and momentum. And this continues until the session is over when you’ve concluded everything by summarizing the key points and offering suggestions for a solution. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. This stage provides stakeholders with the next steps, and hopefully, the motivation to take those steps as well!

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

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

    The researcher performs a number of tasks: they are the producer, the director, and the storyteller. The participants have a small role, but they are significant characters ( in the research ). And the audience are the stakeholders. But the most important thing is to get the story right and to use storytelling to tell users ‘ stories through research. By the end, the parties should have a goal and a desire to solve the product’s flaws.

    So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. In the end, user research is beneficial to everyone, and all parties must be interested in the conclusion.

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

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

    The personalization space is true, between the dream of getting it right and the worry of it going wrong ( like when we encounter “persofails” similar to a company’s repeated pleas for more toilet seats from regular people ). 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.

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

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

    We refer to it as prepersonalization.

    Behind the audio

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

    We’re used to seeing the polished final outcome of a personalization function. A personal have had to be developed, budgeted, and given priority before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. Before any customisation have goes live in your product or service, it lives amid a delay of valuable ideas for expressing consumer experiences more automatically.

    How do you decide where to position customisation wagers? How do you design regular interactions that didn’t journey up users or—worse—breed mistrust? We’ve discovered that several budgeted programs second required one or more workshops to join key stakeholders and domestic customers of the technology in order to justify their continuing investments. Make it matter.

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

    Effective seminars consistently distinguish successful future endeavors from ineffective ones, saving many hours of time, resources, and overall well-being in the process.

    A personalization training involves a protracted work of testing and function development. Your technical load is not experiencing a switch-flip. It’s ideal managed as a queue that usually evolves through three methods:

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

    This is why we created our democratic personalization platform and why we’re field-testing an following deck of cards: we believe that there’s a foundation grammar, a set of “nouns and verbs” that your organization can use to style experiences that are customized, personalized, or automated. These cards 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 your kitchen.

    How long does it take to cook up a prepersonalization workshop? The activities we suggest including during the assessment can ( and frequently do ) last for weeks. For the core workshop, we recommend aiming for two to three days. Details on the essential first-day activities are included in a summary of our broad approach.

    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 the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
    2. Work your plan: This stage consists of making it possible for team members to individually pitch their own pilots that each include a proof-of-concept project, business case, and operating model.

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

    Kickstart: Apt your appetite

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

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

    It’s all about setting the tone. What are the possible paths for the practice in your organization? Here’s a long-form primer and a strategic framework for a 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. Size your own build here. This will help to draw attention to both the benefits of ongoing investment and the difference between what you currently offer and what you intend to deliver in the future.

    Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is crucial because it emphasizes how personalization can affect your own ways of working as well as your external customers. It’s also a reminder ( which is why we used the word argument earlier ) of the broader effort beyond these tactical interventions.

    Each team member should decide where their focus should be placed for your product or service. Naturally, you can’t prioritize all of them. Here, the goal is to show how various departments may view their own benefits from the effort, which can vary from one department to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

    The third and final kickstart activity is about filling in the personalization gap. Is your customer journey well documented? Will compliance with data and privacy be a significant challenge? Do you have content metadata needs that you have to address? It’s just a matter of acknowledging the magnitude of that need and finding a solution ( we’re fairly certain that you do ). In our cards, we’ve noted a number of program risks, including common team dispositions. For instance, our Detractor card lists six intractable stakeholder attitudes that prevent progress.

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

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

    Hit that 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. This presents the question: Where do you begin when you’re configuring a connected experience?

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

    Over the course of the workshop, the final menu of the prioritized backlog will be created. And creating “dishes” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

    The dishes will be made using recipes that have predetermined ingredients.

    Verify your ingredients

    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 ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together.

    This doesn’t just involve identifying requirements. Documenting your personalizations as a series of if-then statements lets the team:

    1. compare findings to a common strategy 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 among performance indicators and key performance indicators as well.

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

    Create your recipe.

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

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

    Five years ago, we created these cards and card categories. We regularly play-test their fit with conference audiences and clients. 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. Nurture personalization: When a guest or an unknown visitor interacts with a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
    2. Welcome automation: An email is sent when a new user registers to highlight the breadth of the content catalog and convert them to happy subscribers.
    3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

    We’ve also found that cocreating the recipes themselves can sometimes be the most effective way to start brainstorming about what these cards might be for your organization. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

    The workshop’s later stages could be characterized as shifting from focusing on a cookbook to a more nuanced customer-journey mapping. Individual” cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

    Better architecture is necessary for better kitchens.

    Simplifying a customer experience is a complicated effort for those who are inside delivering it. Beware of anyone who contradicts your advice. 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. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. For instance, your AI’s output quality is in fact impacted by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

    You can withstand the heat without a doubt.

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

    This framework of the workshop gives you a strong chance at long-term success as well as solid ground. Wiring up your information layer isn’t an overnight affair. However, you’ll have solid ground for success if you use the same cookbook and the same recipes. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

    Although there are costs associated with purchasing this type of technology and product design, time well spent on sizing up and confronting your unique situation and digital skills. Don’t squander 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, everyone does change, in my experience. 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 naps are in order. The cycle goes on and on.

    The same holds true for those of us who are currently employed in design and development. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Every day we as developers and designers re-enter 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.

    online requirements were born.

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

    Server-side language like PHP, Java, and.NET took Perl as the primary back-end computers, and the cgi-bin was tossed in the garbage bin. With these improved server-side equipment, the first period of internet programs started with content-management methods (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ) In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back finish. Pages was now revise their content without having to reload it. A grain of Script frameworks like Prototype, YUI, and ruby arose to aid developers develop more credible client-side interaction across browsers that had wildly varying levels of standards support. Techniques like image replacement enable skilled designers and developers to display fonts of their choosing. And technologies like Flash made it possible to add animations, games, and even more interactivity.

    These new methods, standards, and technologies greatly reenergized the sector. Web design flourished as designers and developers explored more diverse styles and layouts. However, we still relied heavily on hacks. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). All kinds of nested floats or absolute positioning ( or both ) were necessary for complicated layouts. Flash and image replacement for custom fonts was a great start toward varying the typefaces from the big five, but both hacks introduced accessibility and performance problems. Additionally, JavaScript libraries made it simple to add a dash of interaction to pages without having to spend the money to double or even quadruple the download size for basic websites.

    The web as software platform

    The front-end and back-end symbiosis continued to improve, leading to the development of the modern web 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. Along with these tools, there were additional options, such as collaborative build automation, collaborative version control, and shared package libraries. What was once primarily an environment for linked documents became a realm of infinite possibilities.

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

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

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

    Where we are now

    It seems like we’ve been at a new significant inflection point over the past couple of years. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content 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. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other IndieWeb tools can be useful in this regard, but they’re still largely underdeveloped and difficult to use for the less geeky. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

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

    We can prototype almost any idea today with just a few commands and a few lines of code. All the tools that we now have available make it easier than ever to start something new. However, as the initial cost of these frameworks may be saved in the beginning, it eventually becomes due as their upkeep and maintenance becomes a component of our technical debt.

    If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks, which previously made it easier to adopt new techniques sooner, have since evolved into obstacles. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And when scripts fail ( whether due to poor code, network issues, or other environmental factors ), users frequently have no choice but to use blank or broken pages.

    Where do we go from here?

    Hacks of today help to shape standards for the future. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we refuse to acknowledge that they are hacks or when we refuse to take their place. So what can we do to create the future we want for the web?

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

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

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

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

    Play, experiment, and be weird! The ultimate experiment is this web we created. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be brave and try something new. Build a playground for ideas. Create absurd experiments in your own crazy science lab. Start your own small business. There has never been a place where we have more room to be creative, take risks, and discover our potential.

    Share and amplify. Share what you think has worked for you as you experiment, play, and learn. 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.

    Make a move and make it happen.

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

  • 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 mobility because of how skeptical he is of AI in general and how many people have been using it. In fact, I’m very skeptical of AI myself, despite my role at Microsoft as an accessibility technology strategist who helps manage the AI for Accessibility award program. As with any device, AI can be used in very positive, equitable, and visible ways, as well as in destructive, unique, and harmful ways. Additionally, there are a lot of uses in the subpar midsection 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 real challenges or pressing problems with AI that need to be addressed; there are, and we’ve needed to address them, like, yesterday; instead, I want to take a moment to talk about what’s possible so that we can find it one day.

    Other text

    Joe’s article spends a lot of time examining how computer vision models can create other word. He raises a lot of legitimate points regarding the state of the world 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 image types, in large part due to the lack of context-based analysis that exists in the AI systems ( which is a result of having separate “foundation” models for text analysis and image analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( should probably have descriptions ) and those that are purely decorative ( couldn’t possibly need a description ) either. However, I still think there’s possible in this area.

    As Joe points out, alt text publishing via human-in-the-loop should be a given. And if AI can intervene to provide a starting place for alt text, even if the rapid might say 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, this may help us more quickly determine which images are likely to be elegant and which ones are likely to be descriptive. That will clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

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

    • Perform more people use have telephones or smartphones?
    • How many more are there?
    • Is there a group of people that don’t fall into either of these containers?
    • How many people are that?

    For a moment, the chance to learn more about graphics and data in this way could be innovative for people who are blind and low vision as well as for those with various types of color blindness, cognitive impairments, and other issues. Putting aside the challenges of large language model ( LLM) hallucinations, where a model only makes up plausible-sounding “facts,” It could also be useful in educational contexts to help people who can see these charts, as is, to understand the data in the charts.

    What if you could ask your browser to make a complicated chart simpler? What if you asked it to separate a single line from a line graph? What if you could ask your browser to transpose the colors of the different lines to work better for form of color blindness you have? What if you could ask it to switch colors for patterns? That seems like a possibility given the chat-based interfaces and our current ability to manipulate images in the AI tools of today.

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

    Matching 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 how search engines can foster racism, I believe it’s equally true that all computer models have the potential to foster conflict, prejudice, and intolerance. Whether it’s Twitter always showing you the latest tweet from a bored billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what natural bodies look like, we know that poorly authored and maintained algorithms are incredibly harmful. Many of these are the result of a lack of diversity in the people who create and build them. There is real potential for algorithm development when these platforms are built with inclusive features in, though.

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

    When more people with disabilities are involved in developing algorithms, this can lower the likelihood that these algorithms will harm their communities. Diverse teams are crucial because of this.

    Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For instance, if you follow a group of white men who are not white or aren’t white and who also discuss AI, it might be wise to follow those who are also disabled or who are not white. If you followed its advice, you might gain a more in-depth 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 assist people with disabilities

    I’m sure I could go on and on about using AI to assist people with disabilities, but I’m going to make this last section into a bit of a lightning round if I weren’t trying to put this together in between other tasks. In no particular order:

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

    The importance of diverse teams and data

    We must acknowledge that our differences matter. 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 it need to 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 has been written by people with a variety of disabilities in the training data.

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

    Want a 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 doubts about how dangerous AI will be for people today, tomorrow, and for the rest of the world. However, I also think that we can acknowledge this and make thoughtful, thoughtful, and intentional changes in our approaches to AI that will reduce harm over time as well. Today, tomorrow, and well into the future.


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

  • I am a creative.

    I am a creative.

    I have a creative side. What I do involves science. It’s a puzzle. I prefer to let it be done through me rather than through me.

    I am imaginative. Not all aspiring artists approve of this brand. No everyone sees themselves in this way. Some innovative people practice technology in their work. That is their perception, and I regard it. Perhaps I also have a little bit of envy for them. However, my being and approach are unique.

    It distracts you to apologize and qualify in progress. That’s what my head does to destroy me. I’ll leave it alone for today. I may come back later to make amends and define. after I’ve said what I should have. Which is too difficult.

    Except when it is simple and flows like a beverage valley.

    Sometimes it does go that approach. Maybe I have to create something right away. I’ve learned to avoid saying it right away because they think you don’t work hard enough when you realize that sometimes the thought just comes along and it is the best plan and you know it is the best idea.

    Maybe I work and work and work until the thought strikes me. Maybe it arrives right away and I don’t remind people for three days. Often I blurt out the plan so quickly that I didn’t stop myself. like a child who discovered a prize in one of his Cracker Jacks. Maybe I get away with this. Yes, that is the best idea, but sometimes another persons disagree. The majority of the time, they don’t, and I regret that joy has faded.

    Joy should only be saved for the meet, when it will matter. not the informal gathering that two different gatherings precede that meeting. Nothing understands why we hold these gatherings. We keep saying we’re going to get rid of them, but we end up really trying to. They occasionally yet excel. But occasionally they detract from the actual labor. Depending on what you do and where you do it, the ratio between when conferences are valuable and when they are a sad distraction vary. And who you are and how you go about doing it. I’ll go over it once more. I have a creative side. That is the style.

    Occasionally, a lot of hours of diligent and diligent work ends up with something that is rarely useful. Often I have to accept that and move on to the next task.

    Don’t inquire about the procedure. I have a creative side.

    I am imaginative. I have no control over my desires. And I have no power over my best tips.

    I may hammer apart and often find it useful to surround myself with images or information. I can go for a move, which occasionally works. There is a Eureka, which has nothing to do with boiling pots and sizzling oil, and I may be making dinner. I frequently have a sense of direction when I awaken. The idea that may have saved me disappears almost as frequently as I become aware and part of the world once more in a mindless weather of oblivion. For imagination, in my opinion, comes from that other planet. the one that we enter in ambitions and, possibly, before and after dying. I’m not a writer, so that’s up to writers to think about. I have a creative side. Theologians should circulate mass armies throughout their artistic globe, which they claim to be true. That is yet another diversion, though. And a miserable one. Possibly on a much bigger issue than whether or not I am creative. But that’s not how I came around, though.

    Often the outcome is evasion. also suffering. Do you know the designer who is tortured by the cliché? Even when the artist attempts to create a soft drink song, a callback in a worn-out sitcom, or a budget request, that noun is real.

    Some individuals who detest the idea of being called artistic perhaps been closeted artists, but that’s between them and their gods. No offence here, that’s meant. Your facts is also true. But I should take care of me.

    Creatives identify artists.

    Disadvantages are aware of cons, just like queers are aware of queers, just like real rappers are aware of actual rappers. People have a lot of regard for designers. We revere, follow, and almost deify the great types. Of course, it is dreadful to revere any person. We have been given warning. Better is what we are. We are aware that people are really people. They argue, they are depressed, they regret their most critical decisions, they are weak and hungry, they can be violent, and they can be as ridiculous as we can if, like us, they are clay. But. But. However, they produce this incredible issue. They give birth to something that was unable to arise before them or otherwise. They are the inspirations ‘ mother. And I suppose I should add that they are the mother of technology because it’s just lying it. Ba ho backside! That’s done, I suppose. Continue.

    Creatives denigrate our personal small accomplishments because they are compared to those of the great ones. Wonderful video I‘m not Miyazaki, so I‘m not. Greatness is then that. That is brilliance directly from God’s heart. This meagre much creation that I made? It essentially fell off the back of the pumpkin vehicle. And the carrots weren’t actually new.

    Designers is aware that they are at best Salieri. Also Mozart’s original artists believe that.

    I am imaginative. In my hallucinations, my previous artistic managers are the ones who judge me because I haven’t worked in advertising in 30 times. They are correct in doing so. My mind goes blank when it really counts because I’m too stupid and complacent. No medication is available to treat artistic function.

    I am imaginative. Every project I create has a goal that makes Indiana Jones appear older and snoring in a deck head. The more I pursue my creative endeavors, the faster I progress in my work, and the more I slog through lines and gaze blankly before beginning that task.

    I can move ten times more quickly than those who aren’t creative, those who have just been creative for a short while, and those who have just been creative for a short time in their careers. Only that I spend twice as long as they do putting the job of before I work ten times as quickly as they do. When I put my mind to it, I am so confident in my ability to do a great career. I am completely dependent on the excitement scramble of delay. I also have a fear of the climb.

    I am hardly a painter.

    I am imaginative. hardly a musician. Though as a boy, I had a dream that I would one day become that. Some of us like and criticize our talents because we are not Michelangelos and Warhols. That is narcissism, but at least we aren’t in elections.

    I am imaginative. Despite my belief in reason and science, my decisions are based on my own senses. and sit in the aftermath of both the triumphs and disasters.

    I am imaginative. Every term I’ve said these may irritate another artists who have different viewpoints. Ask a question to two artists, and three views will be formed. No matter how we perhaps think about it, our debate, our passion for it, and our responsibility to our own truth, at least in my opinion, are the best indications that we are artists.

    I am imaginative. I lament my lack of taste in almost all of the areas of human understanding, which I know very little about. And I put my preference before all other things in the areas that are most dear to my soul, or perhaps more precisely, to my passions. Without my addictions, I’d probably have to spend the majority of our time looking ourselves in the eye, which is something that almost none of us can do for very long. No seriously. No actually. Because a lot of living is intolerable if you really look at it.

    I am imaginative. I think that when I’m gone, some of the good parts of me will stay in the head of at least one additional person, just like a family does.

    Working frees me from worrying about my job.

    I am imaginative. I worry that my little product will disappear unexpectedly.

    I am imaginative. I spend way too much time making the next thing, given that almost nothing I create did achieve the level of brilliance I conceive of.

    I am imaginative. I think there is the greatest secret in the process. I think I have to consider it so strongly that I actually made the foolish decision to publish an essay I wrote without having to go through or edit. I swear I didn’t do this frequently. But I did it right away because I was even more frightened of forgetting what I was saying because I was afraid of you seeing through my sad gestures toward the beautiful.

    There. I believe I said it correctly.

  • The Brain Science Behind Successful Marketing

    The Brain Science Behind Successful Marketing

    Learn more at Duct Tape Marketing about John Jantsch’s The Head Science Behind Effective Marketing.

    Catch the Full Episode: Overview On this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Michael Aaron Flicker, founder and CEO of ZenoSci Ventures and co-founder ( with Richard Shotton ) of the Consumer Behavior Lab. Michael stock insight from their most recent book,” Hacking the Human Mind: The Behavioral Science Strategies Behind 17 of]…] […]

    Learn more at Duct Tape Marketing about John Jantsch’s The Head Science Behind Effective Marketing.

    Catch the Full Episode:

     

    Michael Aaron FlickerOverview

    John Jantsch conversations Michael Aaron Flicker, the co-founder of the Consumer Behavior Lab and the co-founder and CEO of ZenoSci Ventures, on this season of the Duct Tape Marketing Podcast. Michael stock insight from their fresh book”, Hacking the Human Mind: The Behavioral Science Strategies Behind 17 of the World’s Best Brands. They discuss how the world’s leading brands use fundamental behavioural science principles to create legendary campaigns, foster brand loyalty, and often knowingly drive memorable marketing.

    About the Guest

    Michael Aaron Flicker is the founder and CEO of ZenoSci Ventures and co-founder of the Consumer Behavior Lab, an institution dedicated to applying the science of human behaviour to advertising and promotion. Michael, along with distinguished behavioral scientist Richard Shotton, examines how behavioural science can be put to practice to create more effective brands, campaigns, and customer journeys.

    • Website: consumerbehaviorlab.com
    • Consumer Behavior Lab, Masterclass, Book &
    • Podcast: Behavioral Science for Brands

    Practical Insight

    • Great brands frequently make use of cognitive science, even if they are unaware of the scientific research that underlies their strategies.
    • Marketers should focus on concrete, image-rich messaging ( e. g.”, a thousand songs in your pocket” ) rather than abstract claims or feature lists, concrete language is proven to be more memorable and persuasive.
    • Specificity and the appearance of effort ( such as” 17 brands, 127 prototypes, etc. ) increase credibility and audience trust.
    • Creating peak moments —unexpected, memorable experiences—can dramatically elevate brand loyalty ( e. g., a popsicle hotline at an average hotel ).
    • Behavioural science helps decipher why people actually buy, understanding these concepts arms you to style better campaigns and better experiences.
    • Marketers must responsibly employ these strategies; understanding human shortcuts requires making informed, no manipulative, decisions.
    • The best way to apply these concepts is to examine them: work A/B testing, observe outcomes, and iterate—even small businesses can study and learn.
    • Moving beyond gut impulse to evidence-based marketing is how success comes from a mindset that is scientific, calculation, and constant observation.

    Great Moments ( with Timestamps )

    • 00: 55 – What Does It Mean to” Steal the People Mind”?
      Why does the book usually conclude with” so what?” and starts with brands, never academic studies?
    • 02: 00 – Ground-Level Psychology
      Why do owners of large corporations and small businesses have such strong knowledge of customer behavior.
    • 03: 20 – Debunking the Feature Stack
      The Five Men history: Why less is more, and target beat feature overloaded.
    • The Power of Concrete Messaging at 06 :53
      How Apple’s” a thousand songs in your pocket “leverages proven behavioural technology.
    • 21:21: Why” 17 Brands”?
      Precision and the fantasy of effort make figures more reliable and wonderful.
    • 11: 00 – The Peak-End Rule and Creating Brand Moments
      Why does a lollipop line at a typical motel generate glowing reviews?
    • 13: 32 – How Any Business You Build Peak Events
      Any brand may gain wonderful, potent experiences from small, deliberate actions.
    • 15: 10 – Morals and the” Dark Side” of Behavioral Science
      Why marketers may use these perspectives properly and teach consumers.
    • 17: 20 – How to Begin Behavioral Science Marketing
      Adopt a science-based, test-and-learn mindset—not only gut impulse.
    • Assessment and Testing 18: 52
      Why actually small businesses may see, study, and run.

    Insights

    ” Excellent brands use cognitive science principles—sometimes deliberately, often by instinct—to create unforgettable, effective marketing.”

    Four days more wonderful than abstract statements, according to the statement” practical, image-rich language.” Show, don’t really inform.”

    ” Caliber and apparent effort, like a large number of prototypes, build trust and credibility.

    ” A one, sudden top moment can make an average experience famous in the minds of customers.”

    ” Cognitive science is about understanding humanity’s organic shortcuts and designing much, not more deceptive, marketing.”

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    Consumer Behavior Lab ( 00: 00. 365 )

    perfect.

    John Jantsch ( 00: 02.467 )

    Hello and welcome to another season of the Duct Tape Marketing Podcast. John Jantsch is who I am. My host today is Michael Aaron Flicker. Together with distinguished social scientist Richard Schotton, he is the co-founder and founder of ZenoSci Ventures and the co-founder of the Consumer Behavior Lab. The CBL’s objective is to examine how behavioural science may be applied to improve the effectiveness and efficiency of media and advertising. Michael Aaron and Richard’s text.

    is the subject of our discussion now, hacking the human brain, and the behavioral science behind 17 of the world’s top manufacturers. But I go welcomed the show.

    Consumer Behavior Lab ( 00: 42. 91. )

    Thanks so much for having me, John. Excited to be here with you.

    John Jantsch ( 00: 44.909 )

    But this start, a lot of times I have to begin with the name of a guide. What does it really mean to “hack” the human brain when marketing and branding are concerned?

    Consumer Behavior Lab ( 00: 55.723 )

    Consequently, so many books about cognitive science, about the academics of selling begin with the studies or begin with the, with mystical research. And we said,” What if we turned it around?” And what if we said some of the best brands in the world have insights into human psychology that they’re taking advantage of whether they know it or not. Let’s get those instances, then.

    break them down, know what they’re doing, and then discuss some of the science behind it so that you can include trust using it in your own business for your own product. So we wanted to begin with the companies rather than with the scientific research and make sure that we always ended it with, what? What should I do with this information to make use of it in your companies or businesses, then?

    John Jantsch ( 01: 48.579 )

    You mentioned anything that made me curious, then. said whether they know it or not. I mean, how frequently did you find that businesses were like, what are you talking about? We really, it’s of, that’s why my mother advised you to treat people. Is that not great?

    Consumer Behavior Lab ( 02: 00.014 )

    I think what we find is that great marketing managers, excellent marketing designers have an insight into people philosophy in a way that many of us do not have. But we also found people that are selling hot dogs on the street, those that are running flower stores on the spot market have those same insights because they’re this close to the customer.

    They are selling every day and are next to the consumer. And so at both extremes in the vaulted agencies and brands of the world, and at the ground level, when you’re actually selling to people every day, you learn things about human psychology that get put into practice. So it was that our, our, and other beliefs were that the majority of the campaigns and the majority of the brands we looked at understood that they had access to something special.

    We don’t think they knew many of the academic studies behind it that proved why it was likely to work.

    John Jantsch ( 03: 01.687 )

    Yes. So in some ways you were validating something they had already discovered, but didn’t realize it was a secret. So, did you discover any myths or best practices in quotes that you could challenge head on or that you even attempted to challenge head on?

    Consumer Behavior Lab ( 03: 05.902 )

    It’s a nice way to say it.

    Consumer Behavior Lab ( 03: 20. 375 )

    I don’t think we sought, we set out to challenge this, but one of the most common things we see marketers do is they have something they want to sell and then they start stacking the RTBs, the reasons to believe this thing goes faster and is quieter and by the way, it’ll clean your teeth while you do all those other things. We opened the book with a tale about five guys, as you may well know, but we did not intend to refute that.

    which is, if you’re an American listener, one of America’s fastest growing, better burger chains. And that founder, Jerry Morrell, started with an insight that he was just walking along a Maryland boardwalk where he sees one company stall with a massive line when everybody else’s stalls were empty. And Thrasher’s fries on the Maryland boardwalk

    John Jantsch ( 03: 48.697 )

    Mm-hmm.

    Consumer Behavior Lab ( 04: 16.63 )

    had this massive line. And he got to thinking, is this stall that only sells one thing fries, doing something better than everybody else that sold burgers and milkshakes and sodas? That’s one of the founding principles of Five Guys, to be honest. And even to today,$ 1.6 billion franchise, they don’t sell chicken, they don’t sell salads, they don’t sell ice cream, they only sell burgers and fries. Additionally, there are some intriguing academic articles.

    studies that back that up.

    John Jantsch ( 04: 47.213 )

    Yes, yes.

    I can think just in my own experience of some kind of local places that only do like fried chicken or something. And they’re just, they’re kind of legendary because, in my opinion, there’s a special something about that experience as well. It’s like, we know why we’re going there. So let’s get into the lab work. mean, you, Richard, and you both have consumer behavior labs. So there is a little bit of laboratory work involved in that, right. in the study. How do you take insights?

    Consumer Behavior Lab ( 05: 15.55 )

    That is correct.

    John Jantsch ( 05: 19.006 )

    I don’t know, academic behavioral science, and convert them to actual campaigns or product designs.

    Consumer Behavior Lab ( 05: 26.528 )

    I think what we’re always looking for is that there’s an incredible wealth of knowledge happening in the universities that stops short of, so what do we do about it? And so are these valuable insights and observations validated. But then the question is, so what do you do? So we’ve been hoping that someone will say,” Well, we have high performing campaigns in the UK.” They have something called.

    John Jantsch ( 05: 38.497 )

    Yes, yes.

    Consumer Behavior Lab ( 05 :55.786 )

    the IPA effectiveness database, is campaigns that are proven to drive sales. And that is supported by a lot of data. So you look at famously effective campaigns, and then you look at, what’s the academics that could help understand that. And there’s not always a match, but when you can find a match, you can mine the academics and you can match it to the effective work. We now have a place to start.

    But if that match is just kind of a fun uncover, we don’t think that matters. Then we must make sure you can use it to promote a company or a certain brand. And then we feel we have some material that’s worthy of conversation.

    John Jantsch ( 06: 39.641 )

    Do you want to provide me with a few concrete, specific, and in-depth examples of, I don’t necessarily mean a campaign at all, but we did discover that you could have an impact on this by doing it. Give us an example.

    Consumer Behavior Lab ( 06: 53. 155 )

    So often as marketers, we get this idea that we can just paint in the picture of the mind of somebody, how amazing our brand or our product is, that they’re just going to buy it. And what the data tells us is that may be true, but how you paint it really matters. And Apple, not all of it, especially when Steve Jobs took over the book, was a brand we dissected.

    reveals the iPod and he stands up in stage and he holds the iPod up and what he says is it’ll be a thousand songs in your pocket. And up until that point, everyone else was recommending 128 kilobytes of this, 5 gigabytes of storage, and 5 gigabytes of this. And so what we got thinking was, well, what’s the science behind why a thousand songs in your pocket really connects with people?

    And the study that we went to was in 1972, Ian Begg, Western Ontario University, recruits 25 students and he reads them 22 word phrases. Some phrases are unattainable, like a rusty engine or flaming forests, while others are simply common fate. And when he asked the group to remember as many terms as they could, they can recall

    just about 23 %, or about one in five. But here’s the observation that matters. They can only remember 9 % of the abstract words, like impossible amount, but 36 % of the concrete terms, like white horse. If they can picture it in their minds, that’s a four-fold increase. And so what it teaches us is that great taglines, great phrases,

    Create a picture of red bull in your mind. It gives you wings Eminem it melts in your mouth Not in your hand skittles taste the rainbow Maxwell’s house good to the last drop you can picture what I’m saying as you say it and that really can make the same idea much more sticky and much more concrete in the mind of the buyer

    John Jantsch ( 09: 09.594 )

    Stunning illustration. I was curious when I read the subtitle, did you choose 17 different, was there some sort of like psychological trick being played or hack being played by the number 17?

    Consumer Behavior Lab ( 09: 21. 606 )

    the answer is yes. The answer is yes. And, you’re aware, there are, there are a few things at play here, but Richard and I are really, really interested in the illusion of effort. And the basic psychological principle here is that by getting to a very specific number, it shows a lot more intentionality and a lot more purpose. We just roll over it if we had said 20 of the best brands in the world, we know.

    There’s some interesting science behind it, but that’s why. Yes, we’re trying to show specificity. We’re attempting to demonstrate the effort put forth in that. And we know that that has caught more people’s attention because of it.

    John Jantsch ( 10: 03. 354 )

    Yeah, 3000 % increase as opposed to 3217. Way more believable, right?

    Consumer Behavior Lab ( 10: 09. 916 )

    In our book, we dissect a brand Dyson. And I’m not sure if everyone is aware that this is a well-known vacuum cleaner. James Dyson is the inventor. And when he invents it, his first ad that he puts into the market was 5, 127 prototypes to get to the world’s first bagless vacuum. In his autobiography, he loves it so much. It’s the first line of his autobiography. Look at the work involved in removing the bag from the vacuum. It’s just more believable.

    John Jantsch ( 10: 35.508 )

    the

    Consumer Behavior Lab ( 10: 39. 721 )

    than if he had said 5200 prototypes.

    John Jantsch ( 10: 44. 056 )

    Yeah, yeah, yeah, yeah. you, since you did profile and you, actually chose 17 brands, were there any like that really surprised you? mean something that you didn’t expect to do was behaviorally significant or savvy.

    Consumer Behavior Lab ( 11: 00.714 )

    You know, I believe there was one that had a significant impact that I didn’t anticipate. And it’s this concept that comes from Daniel Kahneman, Nobel Prize winner economics. 1993 Kahneman and his colleague, Donald Radelmeier come up with a study on colonoscopy patients. And this is the study’s conclusion. The colonoscopy patients are going through an actual procedure and every 60 seconds,

    they indicate how painful they are. At the end of the experience, they get two chances to give a retrospective rating. One right after the experience is over, and then another one a month later. And what you discover is that those retrospective ratings do not at all match the overall pain level. In fact, the retrospective ratings, whether it was the hour after or a month later, coincide with two

    crucial moments, the highest level of intensity that occurred during the process and the procedure’s conclusion. so Kahneman calls this the peak and rule. So that’s kind of interesting. This is where academic pursuits end. But what does that mean for brands and marketers? A hotel in Los Angeles is known as the Magic Castle Hotel. It was featured in Chip and Dan Heath’s book, The Power of Moments. And the Magic Castle Hotel

    has the top 5 percent of all hotels on TripAdvisor in LA. 94 % of their reviews are very good or excellent, better than the Four Seasons in Beverly Hills. What’s surprising about this hotel is that it’s a 1950s motel. Gated decor, mediocre rooms, small swimming pool in the courtyard. But what have they done so well? And what is it that almost every review discusses? They have a popsicle hotline in the pool. And you pick up the call.

    John Jantsch ( 12: 44.74 )

    Mm.

    Consumer Behavior Lab ( 12: 59.165 )

    day or night, and they will have as many popsicles as you’d like to eat on a silver platter. It’s a peak moment in a average hotel, and that makes everybody love going there, and everybody loves to dial the phone. You don’t have to redo everything, so when you consider how to use what would otherwise be a very difficult to advertise LA motel and make it an all-star in the city.

    John Jantsch ( 13: 05.242 )

    Yeah,

    Consumer Behavior Lab ( 13: 26.736 )

    In fact, if you could just create something that everyone would adore, you would have a lot more fans.

    John Jantsch ( 13: 32.858 )

    Well, and I suspect one of the other key ingredients is the fact that it’s kind of unexpected. Like, who does that? Right.

    Consumer Behavior Lab ( 13: 37. 98 )

    I think you’re right. Yes, I mean, I believe the significance of the peak is that it stands out from the competition. If they had just the softest pillows, somehow you think it might not make as much of a difference, but something fun and social in a courtyard surrounded by all these relatively uninspired rooms, it stands out.

    John Jantsch ( 14: 02.298 )

    Yes. And I think the beauty of that message, I mean, obviously it’s a hotel, they’ve got a different application, but almost any business could do something like that, couldn’t they? you got to see what these guys did, or something that just really makes someone go.

    Consumer Behavior Lab ( 14: 16.416 )

    I think it can be a customer experience like that. It might also be that a guest from a few weeks ago who was on our podcast was talking about, who travels to this shore town every month and stays at their favorite restaurant there. And the favorite restaurant has flowers on some of the tables.

    However, whenever they arrive, he brings the flowers over and places them on the table they were sitting at. And they say, now the table’s ready for you. It’s a small act. It was done on purpose. He’s just using this little vase with three flowers sticking out of it. However, it makes the individual feel special. That’s a peak moment that requires no extra money, requires no grand strategy, but it does require intentionality and consistency. And that’s another example of how anybody can use it.

    John Jantsch ( 14: 50. 68 )

    Yes.

    John Jantsch ( 15: 10.522 )

    Okay, let’s explore the dark side, shall we? Understanding these things, what risk do we run in exploiting, manipulating, using them to not necessarily do what’s in the best interest perhaps of the customer?

    Consumer Behavior Lab ( 15: 13.286 )

    Yes.

    Consumer Behavior Lab ( 15: 30.951 )

    So we would say, first of all, that these insights into human behavior and human psychology are facts. And understanding them requires first understanding why we are naturally prone. We have a quote from Kahneman in the beginning of the book, thinking is to humans like swimming is to cats. They can do it, they just prefer not to.

    Humans are naturally looking for quick fixes. naturally want to think as little as possible to get to the decisions we need. first, understanding humanity and human psychology is essential to understanding these. Second, we write books for everybody to read so everybody can be aware of them. So we’re educating marketers about how they can use them for positive ends. And we want customers to be aware that these are products.

    our natural leanings and inclinations that we got to be aware of. But yes, for sure there is ethics in behavioral science, just like there is ethics in marketing, just like there is ethics in AI. And we have to be aware that we’ve got to use these for ethical and moral purposes.

    John Jantsch ( 16: 43.07 )

    Years ago, had Dr. Childani on the show wrote influence, know, probably the earliest. Yes, yes. And, and he told me during that interview that he actually wrote the book, so people wouldn’t be exploited. And of course, you know, then, unfortunately, you know, people turned around and used a lot of what was in it, you know, in a way that wasn’t intended necessarily. So if a marketer is listening to this, and they want to hack their own campaign,

    Consumer Behavior Lab ( 16: 47. 59 )

    a seminal book in our field. Yes.

    John Jantsch ( 17: 12.154 )

    or customer journeys or whatever it is they’re working on. Do they need to adopt any behaviors or mindsets in particular? mean, where do they start?

    Consumer Behavior Lab ( 20. 687 )

    Yes. So we would say that this is a field, behavioral science is a field that’s really blown out in Europe and in the United Kingdom. It’s much more of a nascent and budding place here in America. So if you’re interested in the approach of behavioral science and how it could prove marketing, lots of material online, lots available, of course, including our book.

    However, I believe you must have an interest in the scientific background and the academics to begin. If you’re a marketer that believes everything’s done on hunches or on gut instinct, it’s going to be hard to embrace this type of marketing because this is based on a belief that you can decode human behavior through science and through observation.

    It’s not that you can guarantee what’s going to happen, but you can make your campaigns more likely to be successful if you use this science-backed thinking. So we’re boosting the likelihood that your marketing efforts will produce positive results.

    John Jantsch ( 18: 33.754 )

    However, the flip of that mindset is measurement, mean, understanding, and yes, we have a hunch. If this is our hypothesis based on research, how can we demonstrate that we were correct? And is that become a stumbling block for a lot of folks?

    Consumer Behavior Lab ( 18: 38.757 )

    you

    Consumer Behavior Lab ( 18: 52. 269 )

    We would say that there’s a massive industry around consumer insights that has its place for some marketers, but for every marketer doing tests and seeing the outcomes, everybody can do. A-B tests are incredibly simple to administer whether you are an online retailer or a web user. If you’re not, we would advocate for observational research.

    John Jantsch ( 18: 59.876 )

    Mm-hmm.

    Consumer Behavior Lab ( 19: 19.043 )

    do something and see what happens. And you could do it on a small scale, observe the results, and then either continue to innovate or choose to follow this path. So what we would say is, if you’re a small business owner, if you’re a solopreneur, use these tactics and then find ways to test them small and learn from those tests.

    John Jantsch ( 19: 42.01 )

    Mike Irwin, I appreciate you stopping by to talk about how to hack people’s minds. Is there some place you’d invite people to connect with you?

    Consumer Behavior Lab ( 1985 ): 48. 866

    We have our website, the consumerbehaviorlab.com, where you can learn about the book, about the masterclass. And then we also have a podcast that’s been much shorter than John’s called Behavioral Science for Brands that we invite everybody to take a listen to.

    John Jantsch ( 20: 06.383 )

    Well, again, I appreciate you taking a few moments to stop by and hopefully we’ll run into you one of these days out there on the road.

    Consumer Behavior Lab ( 20: 11 91 )

    Thank you, John.

    powered by
  • An Holistic Framework for Shared Design Leadership

    An Holistic Framework for Shared Design Leadership

    Imagine this: Two people are conversing in what appears to be the same pattern issue in a conference room at your software company. One is talking about whether the staff has the right abilities to handle it. The other is examining whether the solution really addresses the user’s issue. Similar room, the same issue, and entirely various perspectives.

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

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

    When you begin to think of your design organization as a design species, the magic happens when you accept collide rather than fight it.

    The biology of a good design team

    Here’s what I’ve learned from years of being on both sides of this formula: consider of your design team as a living organism. The Design Manager concentrates on the internal security, career advancement, team dynamics, and other factors. The Lead Designer concentrates on the body ( the handiwork, the design standards, the hands-on projects that are delivered to users ).

    But just like mind and body aren’t totally separate systems, but, also, do these tasks overlap in significant ways. Without working in harmony with one another, you didn’t have a healthier person. The technique is to know where those aligns are and how to manage them gently.

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

    The Nervous System: Persons & Psychology

    Major caregiver: Design Manager
    Supporting position: Lead Designer

    Signs, comments, emotional health are all important components of the nervous program. When this technique is good, information flows easily, people feel safe to take risks, and the staff may react quickly to new problems.

    The main caregiver here is the Design Manager. They are keeping track of the team’s emotional state, making sure feedback loops are good, and creating the environment for growth. They’re hosting job meetings, managing task, and making sure no single burns out.

    However, the Lead Designer has a vital enabling position. They’re offering visual feedback on build development requirements, identifying stagnant design skills, and assisting with the design manager’s potential growth opportunities.

    Design Manager tends to:

    • discussions about careers and career development
    • internal security and dynamics of the group
    • Overhead management and resource allocation
    • Performance evaluations and opinions management methods
    • Providing opportunities for learning

    Direct Custom supports by:

    • Providing craft-specific coaching for crew members
    • identifying opportunities for growth in style skills gaps
    • Providing design mentoring and assistance
    • indicating when staff members are prepared for more challenging problems.

    The Muscular System: Design, Design, and Execution

    Major custodian: Lead Designer
    Design Manager supporting part

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

    The Lead Designer is in charge of everything here. They are raising the bar for quality work, providing craft instruction, and ensuring that shipping work is done to the highest standards. They’re the ones who can tell you if a design decision is sound or if we’re solving the right problem.

    However, a significant supporting role is played by the Design Manager. They are making sure the team has the resources and support they need to perform their best work, including ensuring that an athlete receives adequate nutrition and time for recovery.

    Lead Designer tends to:

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

    Design Manager supports by:

    • ensuring that all members of the team are aware of and adopting design standards
    • Confirming that the right direction is being used is being done
    • Supporting practices and systems that scale without bottlenecking
    • facilitating team-wide design alignment
    • Providing resources and removing obstacles to outstanding craft work

    The Circulatory System: Strategy &amp, Flow

    Both the lead designer and the design manager were caretakers.

    The circulatory system is concerned with how the team’s decisions and energy are distributed. When this system is healthy, strategic direction is clear, priorities are aligned, and the team can respond quickly to new opportunities or challenges.

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

    Lead Designer contributes:

    • User requirements are satisfied with the finished product
    • overall experience and product quality
    • Strategic design initiatives
    • User needs based on research for each initiative

    Contributes the design manager:

    • Communication to team and stakeholders
    • Stakeholder management and alignment
    • Team accountability across all levels
    • Strategic business initiatives

    Both parties work together on:

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

    Keeping the Organism Healthy

    Understanding that all three systems must work together is the key to making this partnership sing. A team with excellent craftmanship but poor psychological protection will eventually burn out. A team with great culture but weak craft execution will ship mediocre work. A team that has both but poor strategic planning will concentrate on the wrong things.

    Be Specific About the System You’re Defending.

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

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

    Create wholesome feedback loops

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

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

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

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

    Handle Handoffs Gracefully

    When something switches from one system to another, this partnership’s most crucial moments occur. This might occur when a design standard ( muscular system ) needs to be implemented across the team ( nervous system ) or when a tactical initiative ( circulatory system ) requires a particular craft system ( muscular system ) rollout.

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

    Stay original and avoid being a tourist.

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

    Rather than making assumptions, one must ask questions. ” What do you think about the team’s craft development in this area”? or” How do you think this is affecting team morale and workload”? keeps both viewpoints at the forefront of every choice.

    When the Organism Gets Sick

    This partnership can go wrong even with clear roles. What are the most typical failure modes I’ve seen:

    System Isolation

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

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

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

    Poor Circulation

    There is no clear strategic direction, shifting priorities, or accepting responsibility for the flow of information.

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

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

    Autoimmune Response

    One person feels threatened by the other’s skill set. The Design Manager thinks the Lead Designer is undermining their authority. The Design Manager is alleged to believe that the Lead Designer doesn’t understand craft.

    The signs: defensive behavior, territorial disputes, team members stifled in the middle.

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

    The Payoff

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

    The best of both worlds can be found in the combination of strong people leadership and deep craft expertise. When one person is overly sick, on vacation, or overworked, the other can help keep the team’s health. When a decision requires both the people perspective and the craft perspective, you’ve got both right there in the room.

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

    Bottom Line

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

    The mind and body work together. The team benefits from both strategic thinking and craftmanship. And most importantly, the work that is distributed to users benefits both sides.

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