Category: Blog

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

Flash, Photoshop, and flexible pattern

When I first started designing sites, my go-to technology was Photoshop. I started by making a design for a 960px canvas that I would later add glad to. The growth phase was about attaining pixel-perfect precision using set widths, fixed levels, and absolute placement.

All of this was altered by Ethan Marcotte’s 2010 post in A List Off entitled” Responsive Web Design.” I was sold on reactive style as soon as I heard about it, but I was even terrified. The pixel-perfect models full of special figures that I had formerly prided myself on producing were no longer good enough.

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

A new way to style

Making flexible or liquid websites has always been about removing restrictions and creating content that can be viewed on any system. It relies on the use of percentage-based design, which I immediately achieved with local CSS and power groups:

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

Therefore with Sass but that I could use @includes to re-use repeated blocks of code and transition to more semantic premium:

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

Media concerns

The next ingredient for flexible design is press queries. Without them, content would shrink to fit the available space, regardless of whether it remained readable ( The exact opposite issue resulted from the development of a mobile-first approach ).

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

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

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

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

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

Our rely on multimedia queries resulted in parts that were tied to frequent window sizes. If the goal of part libraries is modify, then this is a real problem because you can just use these components if the devices you’re designing for correspond to the viewport sizes used in the pattern library—in the process never really hitting that “devices that don’t already occur” goal.

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

Container queries: our savior or a false dawn?

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

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

In other words, responsive elements should be used to replace responsive layouts.

Container queries will help us move from designing pages that respond to the browser or device size to designing components that can be placed in a sidebar or in the main content, and respond accordingly.

My issue is that layout is still used to determine when a design needs to adapt. This approach will always be restrictive, as we will still need pre-defined breakpoints. For this reason, my main question with container queries is, How would we decide when to change the CSS used by a component?

The best place to make that choice is probably a component library that is disconnected from context and real content.

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

In this example, the dimensions of the container are not what should dictate the design, rather, the image is.

Without reliable cross-browser support, it’s difficult to say for certain whether container queries will succeed. Responsive component libraries would definitely evolve how we design and would improve the possibilities for reuse and design at scale. However, we might always need to modify these elements to fit our content.

CSS is changing

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

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

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

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

The biggest benefit of all of this is that you don’t have to wrap elements in container rows. Without rows, content isn’t tied to page markup in quite the same way, allowing for removals or additions of content without additional development.

This is a big step forward when it comes to creating designs that allow for evolving content, but the real game changer for flexible designs is CSS Subgrid.

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

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

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

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

Intrinsic layouts

I’d be remiss not to mention intrinsic layouts, a term used by Jen Simmons to describe a mix of contemporary and traditional CSS features to create layouts that respond to available space.

Responsive layouts have flexible columns using percentages. Intrinsic layouts, on the other hand, use the fr unit to create flexible columns that won’t ever shrink so much that they render the content illegible.

frunits is a statement that says,” I want you to distribute the extra space in this way, but never make it smaller than the content that is inside.”

—Jen Simmons,” Designing Intrinsic Layouts”

Additionally, intrinsic layouts can mix and match both fixed and flexible units, letting the content choose how much space is taken up.

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

We can now create designs that adapt to the space they have, the content within them, and the content around them. We can create responsive components using an intrinsic approach without relying on container queries.

Another 2010 moment?

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

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

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

Another possibility is that right now I feel more prepared for change. In 2010 I was new to design in general, the shift was frightening and required a lot of learning. Additionally, an intrinsic approach isn’t exactly all-new; it’s about applying existing skills and CSS knowledge in a unique way.

You can’t framework your way out of a content problem

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

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

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

And then there are design tools. We probably all used Photoshop templates for desktop, tablet, and mobile devices at some point in our careers to drop designs in and demonstrate how the site would look at each of the three stages.

How do you do that now, with each component responding to content and layouts flexing as and when they need to? This kind of design must take place in the browser, which is something I’m very fond of.

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

Personally, I look forward to the day intrinsic design is the standard for design, when a design component can be truly flexible and adapt to both its space and content with no reliance on device or container dimensions.

First, the content

Content is not constant. After all, to design for the unanticipated or unexpected, we must take into account changes in content, such as in our earlier Subgrid card illustration, which allowed the cards to make adjustments to both their own and sibling elements.

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

Instead of the dated markup tricks below,

 First line of text with different styling...

—we can target content based on where it appears.

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

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

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

Directional variables must be set in the Sass version.

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

These variables can be used as values—

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

—or as properties.

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

However, now we have native logical properties, removing the reliance on both Sass ( or a similar tool ) and pre-planning that necessitated using variables throughout a codebase. These properties also start to break apart the tight coupling between a design and strict physical dimensions, creating more flexibility for changes in language and in direction.

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

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

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

Fluid and fixed

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

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

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

The element in the figure above will be 50 % of its container as long as the element’s width doesn’t exceed 300px.

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

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

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

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

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

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

With these techniques, we have a content-first approach to responsive design. We can separate content from markup, meaning the changes users make will not affect the design. By making plans for unanticipated changes in language or direction, we can begin to future-proof designs. And we can increase flexibility by setting desired dimensions alongside flexible alternatives, allowing for more or less content to be displayed correctly.

First, the situation

Thanks to what we’ve discussed so far, we can cover device flexibility by changing our approach, designing around content and space instead of catering to devices. But what about that last bit of Jeffrey Zeldman’s quote,”… situations you haven’t imagined”?

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

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

Thankfully, there is a lot we can do to provide choice.

Responsible design is important.

” There are parts of the world where mobile data is prohibitively expensive, and where there is little or no broadband infrastructure”.

On a 50 MB budget, I spent a day surfing the web.

Chris Ashton

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

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

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

There’s also native lazy loading, which indicates assets that should only be downloaded when they are needed.

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

So how can we put users in control?

The return of media inquiries

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

We’ve long been able to check for media types like print and speech and features such as hover, resolution, and color. These checks allow us to provide options that suit more than one scenario, it’s less about one-size-fits-all and more about serving adaptable content.

The Media Queries Level 5 spec is still being developed as of this writing. It introduces some really exciting queries that in the future will help us design for multiple other unexpected situations.

For instance, a light-level feature allows you to alter a user’s style when they are in the sun or in the dark. Paired with custom properties, these features allow us to quickly create designs or themes for specific environments.

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

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

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

Expect the unexpected

In the end, we should always anticipate that things will change. Devices in particular change faster than we can keep up, with foldable screens already on the market.

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

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

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

Good design for the unexpected should allow for change, provide choice, and give control to those we serve: our users themselves.

This book will provide you with that plan of action. It covers how to incorporate safety principles into your design work in order to make tech that’s secure, how to persuade your stakeholders that this work is important, and how to respond to the critique that what we really need is more diversity. ( Spoiler: we do, but diversity alone is not the solution to fixing unethical, unsafe technology. )

The procedure for diverse safety

Your objectives when designing for protection are as follows:

• discover ways your solution can be used for abuse,
• style ways to prevent the maltreatment, and
• offer assistance for harmed people to regain control and power.

The Process for Inclusive Safety is a tool to help you reach those goals ( Fig 5.1 ). It’s a method I developed in 2018 to better understand the different methods I used to create products that were designed with safety in mind. Whether you are creating an entirely new product or adding to an existing element, the Process can help you produce your product secure and diverse. The Process includes five public areas of action:

• conducting studies
• Creating tropes
• Pondering issues
• Designing options
• Testing for health

It is intended to be flexible, so teams might not want to apply every action in all circumstances. Use the parts that are related to your special function and environment, this is meant to be something you can put into your existing style process.

And once you use it, if you have an idea for making it better or simply want to give perspective of how it helped your staff, please get in touch with me. It’s a living document, which I hope technicians may use as a practical and useful tool throughout their day-to-day tasks.

If you’re working on a product especially for a resilient team or survivors of some form of injury, such as an application for survivors of domestic violence, sexual abuse, or drug addiction, be sure to read Section 7, which covers that position directly and should be handled a bit different. The principles set forth here are for putting safety first when designing a more general product with a broad user base ( which, as we already know from statistics, will include some groups that should be protected from harm ). Chapter 7 is focused on products that are specifically for vulnerable groups and people who have experienced trauma.

Step 1: Conduct research

A thorough analysis of how your technology might be used for abuse as well as specialized insights into the experiences of those who have witnessed and perpetrated that kind of abuse should be included in design research. At this stage, you and your team will investigate issues of interpersonal harm and abuse, and explore any other safety, security, or inclusivity issues that might be a concern for your product or service, like data security, racist algorithms, and harassment.

broad research

Your project should begin with broad, general research into similar products and issues around safety and ethical concerns that have already been reported. For example, a team building a smart home device would do well to understand the multitude of ways that existing smart home devices have been used as tools of abuse. If your product involves artificial intelligence, make sure to learn about the potential for racism and other issues that have been reported in other AI products. Nearly all types of technology have some kind of potential or actual harm that’s been reported on in the news or written about by academics. Google Scholar is a useful resource for locating these studies.

Specific research: Survivors

When possible and appropriate, include direct research ( surveys and interviews ) with people who are experts in the forms of harm you have uncovered. In order to gain a better understanding of the subject and be better positioned to avoid traumatizing survivors, you should first interview those who work in the area of your research. If you’ve uncovered possible domestic violence issues, for example, the experts you’ll want to speak with are survivors themselves, as well as workers at domestic violence hotlines, shelters, other related nonprofits, and lawyers.

It is crucial to pay people for their knowledge and lived experiences, especially when interviewing survivors of any kind of trauma. Don’t ask survivors to share their trauma for free, as this is exploitative. While some survivors may not want to be paid, you should always make the offer in the initial ask. As an alternative to paying, you can donate to a group fighting against the violence the interviewee experienced. We’ll talk more about how to appropriately interview survivors in Chapter 6.

Abusers specifically: research

It’s unlikely that teams aiming to design for safety will be able to interview self-proclaimed abusers or people who have broken laws around things like hacking. Don’t make this a goal, rather, try to get at this angle in your general research. Attempt to understand how abusers or bad actors use technology to harm others, how they use it against others, and how they justify or explain the abuse.

Step 2: Create archetypes

Use your research after you’ve finished conducting it to create abuser and survivor archetypes. Archetypes are not personas, as they’re not based on real people that you interviewed and surveyed. Instead, they’re based on your research into likely safety issues, much like when we design for accessibility: we don’t need to have found a group of blind or low-vision users in our interview pool to create a design that’s inclusive of them. Instead, we base those designs on already-existing research to satisfy the requirements of this audience. Personas typically represent real users and include many details, while archetypes are broader and can be more generalized.

The abuser archetype is someone who views a product as a means of harm ( Fig. 5.2 ). They may be trying to harm someone they don’t know through surveillance or anonymous harassment, or they may be trying to control, monitor, abuse, or torment someone they know personally.

The survivor archetype describes a person who is being abused with the product. There are various situations to consider in terms of the archetype’s understanding of the abuse and how to put an end to it: Do they need proof of abuse they already suspect is happening, or are they unaware they’ve been targeted in the first place and need to be alerted ( Fig 5.3 )?

You may want to make multiple survivor archetypes to capture a range of different experiences. They may be aware of the abuse being occurring but not be able to stop it, such as when a stalker keeps tracing their whereabouts or when an abuser locks them out of IoT devices ( Fig. 5.4). Include as many of these scenarios as you need to in your survivor archetype. These suggestions will be used later when creating solutions to assist your survivor archetypes in achieving their objectives of preventing and ending abuse.

It may be useful for you to create persona-like artifacts for your archetypes, such as the three examples shown. Focus on their objectives rather than the demographic details we frequently see in personas. The goals of the abuser will be to carry out the specific abuse you’ve identified, while the goals of the survivor will be to prevent abuse, understand that abuse is happening, make ongoing abuse stop, or regain control over the technology that’s being used for abuse. Later, you’ll think about how to help the survivor’s goals and the abuser’s goals.

And while the “abuser/survivor” model fits most cases, it doesn’t fit all, so modify it as you need to. For example, if you uncovered an issue with security, such as the ability for someone to hack into a home camera system and talk to children, the malicious hacker would get the abuser archetype and the child’s parents would get survivor archetype.

Step 3: Remind yourself of your issues

After creating archetypes, brainstorm novel abuse cases and safety issues. You’re trying to identify entirely new safety issues that are unique to your product or service by using the term” Novel” in terms of things that are not discovered in your research. The goal with this step is to exhaust every effort of identifying harms your product could cause. You aren’t worrying about how to prevent the harm yet—that comes in the next step.

What other uses could your product be used for besides what you’ve already identified in your research? I recommend setting aside at least a few hours with your team for this process.

Try conducting a Black Mirror brainstorming if you’re looking for a place to start. This exercise is based on the show Black Mirror, which features stories about the dark possibilities of technology. Try to figure out how your product would be used in an episode of the show—the most wild, awful, out-of-control ways it could be used for harm. Participants typically have a lot of fun when I lead Black Mirror brainstorms ( which is great because having fun when designing for safety! ). I recommend time-boxing a Black Mirror brainstorm to half an hour, and then dialing it back and using the rest of the time thinking of more realistic forms of harm.

After identifying as many opportunities for abuse as you can, you may still not feel confident that you have found every potential source of harm. A healthy amount of anxiety is normal when you’re doing this kind of work. It’s common for teams designing for safety to worry,” Have we really identified every possible harm? What if something is missing, then? If you’ve spent at least four hours coming up with ways your product could be used for harm and have run out of ideas, go to the next step.

It’s impossible to say 100 % assurance that you’ve done everything right, but instead of aiming for 100 % assurance, acknowledge that you’ve taken this step and have done everything you can, and pledge to keep putting safety first in the future. Once your product is released, your users may identify new issues that you missed, aim to receive that feedback graciously and course-correct quickly.

Step 4: Design solutions

You should now be aware of the ways your product can be used for harm as well as survivor and abuser archetypes describing opposing user objectives. The next step is to identify ways to design against the identified abuser’s goals and to support the survivor’s goals. This is a good idea to include this one alongside other areas of your design process where you’re offering solutions to the various issues your research has identified.

Some questions to ask yourself to help prevent harm and support your archetypes include:

• Can you design your product in such a way that the identified harm cannot happen in the first place? If not, what barriers can you place to stop the harm from occurring?
• How can you make the victim aware that abuse is happening through your product?
• How can you assist the victim in understanding what they need to do to stop the problem?
• Can you identify any types of user activity that would indicate some form of harm or abuse? Could your product help the user access support?

It’s possible to anticipate harm from occurring in some products. For example, a pregnancy app might be modified to allow the user to report that they were the victim of an assault, which could trigger an offer to receive resources for local and national organizations. Although this kind of proactiveness is not always possible, it’s worthwhile to spend a half hour talking about how your product could help the user receive help in a safe manner if any kind of user activity would indicate some form of harm or abuse.

That said, use caution: you don’t want to do anything that could put a user in harm’s way if their devices are being monitored. If you do offer some kind of proactive help, always make it voluntary, and think through other safety issues, such as the need to keep the user in-app in case an abuser is checking their search history. In the next chapter, we’ll walk through a good illustration of this.

Step 5: Test for safety

The final step is to evaluate your prototypes from the perspective of your archetypes, who wants to harm the product and the victim of the harm who needs to regain control over the technology. Just like any other kind of product testing, at this point you’ll aim to rigorously test out your safety solutions so that you can identify gaps and correct them, validate that your designs will help keep your users safe, and feel more confident releasing your product into the world.

Ideally, safety testing happens along with usability testing. If you work for a company that doesn’t conduct usability testing, you might be able to use safety testing to deftly perform both. A user who uses your design while trying to use it against someone else can also be encouraged to point out interactions or other aspects of the design that don’t make sense to them.

You’ll want to conduct safety testing on either your final prototype or the actual product if it’s already been released. It’s okay to test an existing product that wasn’t created with safety goals in mind right away; “etrofitting” it for safety is a good thing to do.

Remember that testing for safety involves testing from the perspective of both an abuser and a survivor, though it may not make sense for you to do both. Alternatively, if you made multiple survivor archetypes to capture multiple scenarios, you’ll want to test from the perspective of each one.

You as the designer are most likely too closely connected to the product and its design by this point to be a valuable tester, you know the product too well, as with other forms of usability testing. Instead of doing it yourself, set up testing as you would with other usability testing: find someone who is not familiar with the product and its design, set the scene, give them a task, encourage them to think out loud, and observe how they attempt to complete it.

Abuse testing

The goal of this testing is to understand how easy it is for someone to weaponize your product for harm. Unlike with usability testing, you want to make it impossible, or at least difficult, for them to achieve their goal. Use your product in an effort to accomplish the objectives in the abuser archetype you created earlier.

For example, for a fitness app with GPS-enabled location features, we can imagine that the abuser archetype would have the goal of figuring out where his ex-girlfriend now lives. With this in mind, you’d make every effort to discover the location of a different user who has their privacy settings in place. You might try to see her running routes, view any available information on her profile, view anything available about her location ( which she has set to private ), and investigate the profiles of any other users somehow connected with her account, such as her followers.

If by the end of this you’ve managed to uncover some of her location data, despite her having set her profile to private, you know now that your product enables stalking. Reverting to step 4 and figuring out how to stop this from occurring is your next step. You may need to repeat the process of designing solutions and testing them more than once.

Testing for Survivors

Testing for Survivors involves identifying how to give information and power to the survivor. It might not always make sense based on the product or context. Thwarting the attempt of an abuser archetype to stalk someone also satisfies the goal of the survivor archetype to not be stalked, so separate testing wouldn’t be needed from the survivor’s perspective.

However, there are cases where it makes sense. A survivor archetype’s goal would be to discover who or what causes the temperature change when they aren’t doing it themselves, for instance. You could test this by looking for the thermostat’s history log and checking for usernames, actions, and times, if you couldn’t find that information, you would have more work to do in step 4.

Another goal might be regaining control of the thermostat once the survivor realizes the abuser is remotely changing its settings. Are there any instructions that explain how to remove a user and change the password, and are they simple to locate? For your test, this would involve trying to figure out how to do this. This might again reveal that more work is needed to make it clear to the user how they can regain control of the device or account.

Stress testing

To make your product more inclusive and compassionate, consider adding stress testing. This concept comes from Design for Real Life by Eric Meyer and Sara Wachter-Boettcher. The authors noted that personas typically focus on those who are having a good day, but that real users are frequently anxious, stressed out, having a bad day, or even going through tragedy. These are called” stress cases”, and testing your products for users in stress-case situations can help you identify places where your design lacks compassion. More information about how to incorporate stress cases into your design can be found in Design for Real Life, as well as in many other effective methods for designing with compassion.

In the 1950s, many in the elite running community had begun to believe it wasn’t possible to run a mile in less than four minutes. Runners had been attempting it since the late 19th century and were beginning to draw the conclusion that the human body simply wasn’t built for the task. 

But on May 6, 1956, Roger Bannister took everyone by surprise. It was a cold, wet day in Oxford, England—conditions no one expected to lend themselves to record-setting—and yet Bannister did just that, running a mile in 3:59.4 and becoming the first person in the record books to run a mile in under four minutes. 

This shift in the benchmark had profound effects; the world now knew that the four-minute mile was possible. Bannister’s record lasted only forty-six days, when it was snatched away by Australian runner John Landy. Then a year later, three runners all beat the four-minute barrier together in the same race. Since then, over 1,400 runners have officially run a mile in under four minutes; the current record is 3:43.13, held by Moroccan athlete Hicham El Guerrouj.

We achieve far more when we believe that something is possible, and we will believe it’s possible only when we see someone else has already done it—and as with human running speed, so it is with what we believe are the hard limits for how a website needs to perform.

Establishing standards for a sustainable web

In most major industries, the key metrics of environmental performance are fairly well established, such as miles per gallon for cars or energy per square meter for homes. The tools and methods for calculating those metrics are standardized as well, which keeps everyone on the same page when doing environmental assessments. In the world of websites and apps, however, we aren’t held to any particular environmental standards, and only recently have gained the tools and methods we need to even make an environmental assessment.

The primary goal in sustainable web design is to reduce carbon emissions. However, it’s almost impossible to actually measure the amount of CO₂ produced by a web product. We can’t measure the fumes coming out of the exhaust pipes on our laptops. The emissions of our websites are far away, out of sight and out of mind, coming out of power stations burning coal and gas. We have no way to trace the electrons from a website or app back to the power station where the electricity is being generated and actually know the exact amount of greenhouse gas produced. So what do we do? 

If we can’t measure the actual carbon emissions, then we need to find what we can measure. The primary factors that could be used as indicators of carbon emissions are:

1. Data transfer 
2. Carbon intensity of electricity

Let’s take a look at how we can use these metrics to quantify the energy consumption, and in turn the carbon footprint, of the websites and web apps we create.

Data transfer

Most researchers use kilowatt-hours per gigabyte (kWh/GB) as a metric of energy efficiency when measuring the amount of data transferred over the internet when a website or application is used. This provides a great reference point for energy consumption and carbon emissions. As a rule of thumb, the more data transferred, the more energy used in the data center, telecoms networks, and end user devices.

For web pages, data transfer for a single visit can be most easily estimated by measuring the page weight, meaning the transfer size of the page in kilobytes the first time someone visits the page. It’s fairly easy to measure using the developer tools in any modern web browser. Often your web hosting account will include statistics for the total data transfer of any web application (Fig 2.1).

The nice thing about page weight as a metric is that it allows us to compare the efficiency of web pages on a level playing field without confusing the issue with constantly changing traffic volumes. 

Reducing page weight requires a large scope. By early 2020, the median page weight was 1.97 MB for setups the HTTP Archive classifies as “desktop” and 1.77 MB for “mobile,” with desktop increasing 36 percent since January 2016 and mobile page weights nearly doubling in the same period (Fig 2.2). Roughly half of this data transfer is image files, making images the single biggest source of carbon emissions on the average website. 

History clearly shows us that our web pages can be smaller, if only we set our minds to it. While most technologies become ever more energy efficient, including the underlying technology of the web such as data centers and transmission networks, websites themselves are a technology that becomes less efficient as time goes on.

You might be familiar with the concept of performance budgeting as a way of focusing a project team on creating faster user experiences. For example, we might specify that the website must load in a maximum of one second on a broadband connection and three seconds on a 3G connection. Much like speed limits while driving, performance budgets are upper limits rather than vague suggestions, so the goal should always be to come in under budget.

Designing for fast performance does often lead to reduced data transfer and emissions, but it isn’t always the case. Web performance is often more about the subjective perception of load times than it is about the true efficiency of the underlying system, whereas page weight and transfer size are more objective measures and more reliable benchmarks for sustainable web design. 

We can set a page weight budget in reference to a benchmark of industry averages, using data from sources like HTTP Archive. We can also benchmark page weight against competitors or the old version of the website we’re replacing. For example, we might set a maximum page weight budget as equal to our most efficient competitor, or we could set the benchmark lower to guarantee we are best in class. 

If we want to take it to the next level, then we could also start looking at the transfer size of our web pages for repeat visitors. Although page weight for the first time someone visits is the easiest thing to measure, and easy to compare on a like-for-like basis, we can learn even more if we start looking at transfer size in other scenarios too. For example, visitors who load the same page multiple times will likely have a high percentage of the files cached in their browser, meaning they don’t need to transfer all of the files on subsequent visits. Likewise, a visitor who navigates to new pages on the same website will likely not need to load the full page each time, as some global assets from areas like the header and footer may already be cached in their browser. Measuring transfer size at this next level of detail can help us learn even more about how we can optimize efficiency for users who regularly visit our pages, and enable us to set page weight budgets for additional scenarios beyond the first visit.

Page weight budgets are easy to track throughout a design and development process. Although they don’t actually tell us carbon emission and energy consumption analytics directly, they give us a clear indication of efficiency relative to other websites. And as transfer size is an effective analog for energy consumption, we can actually use it to estimate energy consumption too.

In summary, reduced data transfer translates to energy efficiency, a key factor to reducing carbon emissions of web products. The more efficient our products, the less electricity they use, and the less fossil fuels need to be burned to produce the electricity to power them. But as we’ll see next, since all web products demand some power, it’s important to consider the source of that electricity, too.

Carbon intensity of electricity

Regardless of energy efficiency, the level of pollution caused by digital products depends on the carbon intensity of the energy being used to power them. Carbon intensity is a term used to define the grams of CO₂ produced for every kilowatt-hour of electricity (gCO₂/kWh). This varies widely, with renewable energy sources and nuclear having an extremely low carbon intensity of less than 10 gCO₂/kWh (even when factoring in their construction); whereas fossil fuels have very high carbon intensity of approximately 200–400 gCO₂/kWh. 

Most electricity comes from national or state grids, where energy from a variety of different sources is mixed together with varying levels of carbon intensity. The distributed nature of the internet means that a single user of a website or app might be using energy from multiple different grids simultaneously; a website user in Paris uses electricity from the French national grid to power their home internet and devices, but the website’s data center could be in Dallas, USA, pulling electricity from the Texas grid, while the telecoms networks use energy from everywhere between Dallas and Paris.

We don’t have control over the full energy supply of web services, but we do have some control over where we host our projects. With a data center using a significant proportion of the energy of any website, locating the data center in an area with low carbon energy will tangibly reduce its carbon emissions. Danish startup Tomorrow reports and maps this user-contributed data, and a glance at their map shows how, for example, choosing a data center in France will have significantly lower carbon emissions than a data center in the Netherlands (Fig 2.3).

That said, we don’t want to locate our servers too far away from our users; it takes energy to transmit data through the telecom’s networks, and the further the data travels, the more energy is consumed. Just like food miles, we can think of the distance from the data center to the website’s core user base as “megabyte miles”—and we want it to be as small as possible.

Using the distance itself as a benchmark, we can use website analytics to identify the country, state, or even city where our core user group is located and measure the distance from that location to the data center used by our hosting company. This will be a somewhat fuzzy metric as we don’t know the precise center of mass of our users or the exact location of a data center, but we can at least get a rough idea. 

For example, if a website is hosted in London but the primary user base is on the West Coast of the USA, then we could look up the distance from London to San Francisco, which is 5,300 miles. That’s a long way! We can see that hosting it somewhere in North America, ideally on the West Coast, would significantly reduce the distance and thus the energy used to transmit the data. In addition, locating our servers closer to our visitors helps reduce latency and delivers better user experience, so it’s a win-win.

Converting it back to carbon emissions

If we combine carbon intensity with a calculation for energy consumption, we can calculate the carbon emissions of our websites and apps. A tool my team created does this by measuring the data transfer over the wire when loading a web page, calculating the amount of electricity associated, and then converting that into a figure for CO₂ (Fig 2.4). It also factors in whether or not the web hosting is powered by renewable energy.

If you want to take it to the next level and tailor the data more accurately to the unique aspects of your project, the Energy and Emissions Worksheet accompanying this book shows you how.

With the ability to calculate carbon emissions for our projects, we could actually take a page weight budget one step further and set carbon budgets as well. CO₂ is not a metric commonly used in web projects; we’re more familiar with kilobytes and megabytes, and can fairly easily look at design options and files to assess how big they are. Translating that into carbon adds a layer of abstraction that isn’t as intuitive—but carbon budgets do focus our minds on the primary thing we’re trying to reduce, and support the core objective of sustainable web design: reducing carbon emissions.

Browser Energy

Data transfer might be the simplest and most complete analog for energy consumption in our digital projects, but by giving us one number to represent the energy used in the data center, the telecoms networks, and the end user’s devices, it can’t offer us insights into the efficiency in any specific part of the system.

One part of the system we can look at in more detail is the energy used by end users’ devices. As front-end web technologies become more advanced, the computational load is increasingly moving from the data center to users’ devices, whether they be phones, tablets, laptops, desktops, or even smart TVs. Modern web browsers allow us to implement more complex styling and animation on the fly using CSS and JavaScript. Furthermore, JavaScript libraries such as Angular and React allow us to create applications where the “thinking” work is done partly or entirely in the browser. 

All of these advances are exciting and open up new possibilities for what the web can do to serve society and create positive experiences. However, more computation in the user’s web browser means more energy used by their devices. This has implications not just environmentally, but also for user experience and inclusivity. Applications that put a heavy processing load on the user’s device can inadvertently exclude users with older, slower devices and cause batteries on phones and laptops to drain faster. Furthermore, if we build web applications that require the user to have up-to-date, powerful devices, people throw away old devices much more frequently. This isn’t just bad for the environment, but it puts a disproportionate financial burden on the poorest in society.

In part because the tools are limited, and partly because there are so many different models of devices, it’s difficult to measure website energy consumption on end users’ devices. One tool we do currently have is the Energy Impact monitor inside the developer console of the Safari browser (Fig 2.5).

You know when you load a website and your computer’s cooling fans start spinning so frantically you think it might actually take off? That’s essentially what this tool is measuring. 

It shows us the percentage of CPU used and the duration of CPU usage when loading the web page, and uses these figures to generate an energy impact rating. It doesn’t give us precise data for the amount of electricity used in kilowatts, but the information it does provide can be used to benchmark how efficiently your websites use energy and set targets for improvement.

However, how can a content management system ( CMS ) be set up to reach your audience both now and in the future? I learned the hard way that creating a content model—a concept of information types, attributes, and relationships that let people and systems understand content—with my more comfortable design-system wondering would collapse my patient’s holistic information strategy. By developing conceptual material models that also connect related content, you can avoid that result.

I just had the opportunity to direct the CMS application for a Fortune 500 company. The customer was excited by the benefits of an holistic information plan, including material modify, multichannel marketing, and robot delivery—designing content to be comprehensible to bots, Google knowledge panels, snippets, and voice user interfaces.

For our information to be understood by many systems, the unit needed conceptual types, which are names given based on their meaning rather than their presentation. This is crucial for an multichannel content strategy. Our goal was to allow writers to produce original content that could be used wherever they felt was most useful. But as the job proceeded, I realized that supporting material utilize at the range that my client needed required the whole group to identify a new pattern.

Despite our best efforts, we remained influenced by design systems, which we were more familiar with. An omnichannel content strategy cannot rely on WYSIWYG tools for design and layout, unlike web-focused content strategies. Our tendency to approach the content model with our familiar design-system thinking constantly led us to veer away from one of the primary purposes of a content model: delivering content to audiences on multiple marketing channels.

Two fundamental tenets must be followed in order to create a successful content model

We needed to explain to our designers, developers, and stakeholders that we were undertaking a very different task from their earlier web projects, where it was common for everyone to view content as visual building blocks that fit into layouts. The previous approach was not only more familiar but also more intuitive—at least at first—because it made the designs feel more tangible. The team was able to understand how a content model differs from the design systems we were familiar with by discovering two principles:

1. Instead of layout, semantics must be used by content models.
2. And content models should connect content that belongs together.

Semantic content models

Type and attribute names for semantic content models are used to reflect the content’s intended purpose and not its intended display. For example, in a nonsemantic model, teams might create types like teasers, media blocks, and cards. Although these types might make it simple to present content, they don’t aid in understanding the meaning of the content, which would have opened the door to the content presented in each marketing channel. To allow each delivery channel to comprehend the content and use it as it sees fit, a semantic content model uses type names like product, service, and testimonial.

When you’re creating a semantic content model, a great place to start is to look over the types and properties defined by Schema. a community-driven resource for type definitions that are understandable on platforms like Google search .org

Benefits of a semantic content model include:

Even if your team doesn’t care about omnichannel content, a semantic content model decouples content from its presentation so that teams can evolve the website’s design without needing to refactor its content. In this way, content can withstand irrational website redesigns.
• A competitive advantage can also be gained by a semantic content model. By adding structured data based on Schema. Using its types and properties, a website can provide hints to help Google understand the content, display it in search snippets or knowledge panels, and use it to respond to voice-interface user questions. Potential visitors could access your content without ever walking into your website.
• Beyond those practical benefits, you’ll also need a semantic content model if you want to deliver omnichannel content. Delivery channels must be able to comprehend the same content in order to use it across multiple marketing channels. For instance, if your content model provided a list of questions and answers, it could be easily displayed on a frequently asked questions ( FAQ ) page as well as be used by a bot to answer frequently asked questions.

For example, using a semantic content model for articles, events, people, and locations lets A List Apart provide cleanly structured data for search engines so that users can read the content on the website, in Google knowledge panels, and even with hypothetical voice interfaces in the future.

connective content models

Instead of slicing up related content across disparate content components, I’ve come to the realization that the best models are those that are semantic and also connect related content components ( such as a FAQ item’s question and answer pair ). A good content model connects content that should remain together so that multiple delivery channels can use it without needing to first put those pieces back together.

Consider creating an essay or article. The unity of an article’s parts determines its meaning and usefulness. Would one of the headings or paragraphs be meaningful on their own without the context of the full article? Our well-versed in designing systems frequently led us to want to develop content models that would break content into smaller pieces to fit the web-centric layout. This had a similar effect to an article that had had its headline removed. Because we were slicing content into standalone pieces based on layout, content that belonged together became difficult to manage and nearly impossible for multiple delivery channels to understand.

Let’s take a look at how connecting related content works in a real-world setting to illustrate. A complex layout for a software product page that included multiple tabs and sections was presented by the client’s design team. Our instincts were to follow suit with the content model. Shouldn’t we make adding any number of tabs in the future as simple and flexible as possible?

We felt like we needed a content type called “tab section” because our design-system instincts were so well-known, so that multiple tab sections could be added to a page. Each tab section would display various types of content. The software’s overview or specifications might be available in one tab. A list of resources might be found under another tab.

Our inclination to break down the content model into “tab section” pieces would have led to an unnecessarily complex model and a cumbersome editing experience, and it would have also created content that couldn’t have been understood by additional delivery channels. How would a different system have been able to determine which “tab section” referred to a product’s specifications or resource list, for instance? Would that system have had to have used tab sections and content blocks to calculate these terms? This would have prevented the tabs from ever being rearranged, and it would have required adding logic to each other delivery channel to interpret the layout of the design system. Furthermore, if the customer were to have no longer wanted to display this content in a tab layout, it would have been tedious to migrate to a new content model to reflect the new page redesign.

Our customer had a breakthrough when we realized that for each tab, a specific purpose in mind would be revealed, such as the software product’s overview, specifications, related resources, and pricing. Once implementation began, our inclination to focus on what’s visual and familiar had obscured the intent of the designs. It wasn’t long after a little digging that the content model didn’t like the idea of tabs. What was important was the meaning of the content they were planning to display in the tabs.

In fact, the customer could have decided to display this content in a different way—without tabs—somewhere else. In response to this realization, we decided to create content types for the software product based on the meaningful qualities the client wanted to display on the web. There were rich attributes like screenshots, software requirements, and feature lists as well as obvious semantic attributes like name and description. The software’s product information stayed together because it wasn’t sliced across separate components like “tab sections” that were derived from the content’s presentation. Any delivery channel, including those that follow, could comprehend and display this content.

Conclusion

In this omnichannel marketing project, we discovered that the best way to keep our content model on track was to ensure that it was semantic ( with type and attribute names that reflected the meaning of the content ) and that it kept content together that belonged together ( instead of fragmenting it ). These two ideas made it easier for us to decide what to do with the content model based on the design. Remember: If you’re developing a content model to support an omnichannel content strategy, or even if you just want to make sure Google and other interfaces understand your content, keep in mind:

• A design system isn’t a content model. You should maintain the semantic value and contextual structure of the content strategy throughout the entire implementation process because team members might be drawn to conflate them and force your content model to resemble your design system. Without the use of a magic decoder ring, every delivery channel can now consume the content.
• If your team is struggling to make this transition, you can still reap some of the benefits by using Schema. structured data from org–based on your website. The advantage of search engine optimization is a compelling argument on its own, even if additional delivery channels are not in the works.
• Additionally, remind the team that decoupling the content model from the design will let them update the designs more easily because they won’t be held back by the cost of content migrations. They’ll be able to create new designs without compromising the compatibility between the content and the design, and they’ll be prepared for the upcoming big thing.

By firmly defending these ideas, you’ll help your team treat content the way it deserves as the most important component of your user experience and the best way to engage with your audience.

Here’s the key. You must engage stakeholders to determine high-risk conclusions and buried complexity, so that they can become just as motivated as you are to receive responses from users. Generally, you need to make them think it’s their plan.

By bringing the group up around two straightforward issues, I’ll show you how to collectively introduce alignment and cracks in the group’s shared understanding in this article.

1. What are the things?
2. What are the interactions between those things?

A cross between camera design and analysis

These two issues correlate to the first two methods of the ORCA approach, which may be your new best friend when it comes to reducing speculation. Delay, what’s ORCA? Glad you asked.

ORCA stands for Things, Relationships, CTAs, and Values, and it outlines a process for creating good object-oriented user experience. My style philosophy is based on object-oriented UX. ORCA is an iterative strategy for synthesizing person study into an elegant fundamental foundation to help monitor and conversation design. My work as a UX designer has become more creative, productive, successful, fun, proper, and meaningful thanks to OOUX and ORCA.

The ORCA approach has four incremental shells and a staggering fifteen steps. In each round we get more precision on our System, Rupees, Computer, and As.

ORCA is often described as a “garbage in, garbage out” procedure. To ensure that the verifiable design produced in the last round truly tests properly, the procedure needs to be fed by good research. The beginning of the ORCA approach, however, serves another function: it helps you buy the need for research if you don’t have a ton of study.

In other words, the ORCA process serves as a gauntlet between research and design. You can gracefully ride the killer whale from research to design with good research. But without good research, the process effectively spits you back into research and with a cache of specific open questions.

Getting back in the same curiosity-boat

What gets us into trouble is not what we don’t know. It’s what we know for sure that just ain’t so.

Mark Twain

The first two steps of the ORCA process—Object Discovery and Relationship Discovery—shine a spotlight on the dark, dusty corners of your team’s misalignments and any inherent complexity that’s been swept under the rug. It begins to reveal what this timeless comic so skillfully demonstrates:

This is one reason why so many UX designers are frustrated in their job and why many projects fail. Every decision-maker is confident in their own mental picture, which is another reason why we frequently can’t sell research.

Once we expose hidden fuzzy patches in each picture and the differences between them all, the case for user research makes itself.

However, how we go about doing this is crucial. However much we might want to, we can’t just tell everyone,” YOU ARE WRONG”! Instead, we need to facilitate and guide our team members to self-identify holes in their picture. When stakeholders accept responsibility for their beliefs and understanding gaps, BAM! Suddenly, UX research is not such a hard sell, and everyone is aboard the same curiosity-boat.

Let’s say you have doctors on your staff. And you have no idea how doctors use the system you are tasked with redesigning.

You might try to sell research by honestly saying:” We need to understand doctors better! What are their issues? How do they use the current app”? But here’s the issue with that. Those questions are vague, and the answers to them don’t feel acutely actionable.

Instead, you want your stakeholders themselves to ask super-specific questions. This is more similar to the conversation you need to facilitate. Let’s listen in:

” Wait a sec, how frequently do doctors share patients?” Does a patient in this system have primary and secondary doctors”?

” Can a patient even have more than one primary doctor”?

Is it a “primary doctor” or “primary caregiver” ?Can’t that position be considered a nurse practitioner?

” No, caregivers are something else… That’s the patient’s family contacts, right”?

Are caregivers included in this redesign, then?

” Yeah, because if a caregiver is present at an appointment, the doctor needs to note that. Like, tag the caregiver on the note… Or on the appointment”?

We are currently traveling somewhere. Do you see how powerful it can be getting stakeholders to debate these questions themselves? Here, the diabolical goal is to diplomatically and diplomatically shake their confidence.

When these kinds of questions bubble up collaboratively and come directly from the mouths of your stakeholders and decision-makers, suddenly, designing screens without knowing the answers to these questions seems incredibly risky, even silly.

If we create software without understanding the real-world information environment of our users, we will likely create software that does not align to the real-world information environment of our users. And most likely as a result of this, software will be more confusing, complicated, and less intuitive.

The two questions

But how do we approach these kinds of contentious inquiries diplomatically, effectively, collaboratively, and reliably?

We can do this by starting with those two big questions that align to the first two steps of the ORCA process:

1. What are the things?
2. What are the interactions between those things?

In practice, getting to these answers is easier said than done. I’m going to demonstrate how these two straightforward questions can serve as the Object Definition Workshop’s starting point. During this workshop, these” seed” questions will blossom into dozens of specific questions and shine a spotlight on the need for more user research.

Noun foraging prep work

In the next section, I’ll show you how to run an Object Definition Workshop with your stakeholders ( and entire cross-functional team, hopefully ). But first, you need to do some prep work.

In essence, look for nouns that are specific to the subject matter or industry of your project and use at least a few sources. I call this noun foraging.

Just a few excellent noun foraging sources can be found here:

• the product’s marketing site
• the product’s competitors ‘ marketing sites ( competitive analysis, anyone? )
• the labeled version of the already-existing product!
• user interview transcripts
• notes from interviews with stakeholders or vision documents from stakeholders are both important.

Put your detective hat on, my dear Watson. Get resourceful and leverage what you have. Use those if all you have are a marketing website, some screenshots of the current legacy system, and access to customer service chat logs.

As you peruse these sources, watch for the nouns that are used over and over again, and start listing them ( preferably on blue sticky notes if you’ll be creating an object map later! …

You’ll want to focus on nouns that might represent objects in your system. If you are having trouble determining if a noun might be object-worthy, remember the acronym SIP and test for:

1. Structure
2. Instances
3. Purpose

Consider a library app, for instance. Is “book” an object?

Can you think of a few attributes for this potential object? Title, author, publish date … Yep, it has structure. Check!

What are some instances of this conceivable “book” object? Can you name a few? Check out The Alchemist, Ready Player One, and Everybody Poops!

Purpose: why is this object important to the users and business? Well, “book” is what our library client is providing to people and books are why people come to the library … Check, check, check!

Concentrate on capturing the nouns with SIP as you go noun foraging. Avoid capturing components like dropdowns, checkboxes, and calendar pickers—your UX system is not your design system! Components are just the packaging for objects—they are a means to an end. No one is using your dropdown to play in your digital space! They are coming for the VALUABLE THINGS and what they can do with them. These things, or objects, are what we are trying to identify.

Let’s say we work for a startup disrupting the email experience. This is how I’d start my noun foraging.

I’d like to take a look at my own email client, which is Gmail. I’d then look at Outlook and the new HEY email. I would examine Hotmail, Yahoo, and even Basecamp and other’email replacers’. I’d read some articles, reviews, and forum threads where people are complaining about email. While doing all this, I would look for and write down the nouns.

( Before moving on, feel free to go noun foraging for this fictitious product as well, and then scroll down to see how closely our lists correspond. Just don’t get lost in your own emails! Remain with me!

Drumroll, please…

Here are a few nouns I came up with during my noun foraging:

• email message
• thread
• contact
• client
• rule/automation
• email address that is not a contact?
• contact organizations
• attachment
• Google doc file / other integrated file
• newsletter? ( HEY views this in a different way )
• saved responses and templates

Scan your list of nouns and pick out words that you are completely clueless about. It might be a client or automation in our email example. Do as much homework as you can before your session with stakeholders: google what’s googleable. But other terms might be so specific to the product or domain that you need to have a conversation about them.

Aside: Here are some real nouns that I needed my stakeholders to understand during my own past project work:

• Record Locator
• Home Incentive
• Augmented Line Item
• Curriculum-Based Measurement Probe

A list of nouns that represent potential objects and a short list of nouns that need to be further defined are really all you need to prepare for the workshop session.

Facilitate an Object Definition Workshop

You could start your workshop by doing noun foraging; this can be done in concert. If you have five people in the room, pick five sources, assign one to every person, and give everyone ten minutes to find the objects within their source. When the time’s up, come together and find the overlap. Here, affinity mapping is your friend!

If your team is short on time and might be reluctant to do this kind of grunt work ( which is usually the case ) do your own noun foraging beforehand, but be prepared to show your work. I enjoy showing screenshots of documents and screens that have all the highlighted nouns. Bring the artifacts of your process, and start the workshop with a five-minute overview of your noun foraging journey.

HOT TIP: before jumping into the workshop, frame the conversation as a requirements-gathering session to help you better understand the scope and details of the system. We’ll keep that a secret; you just need to let them know that you‘re looking for gaps in the team’s understanding so that you can demonstrate the need for more user research. Instead, go into the session optimistically, as if your knowledgeable stakeholders and PMs and biz folks already have all the answers.

Let the whack-a-mole question then start.

1. What is this thing?

Want to have some genuine fun? At the beginning of your session, ask stakeholders to privately write definitions for the handful of obscure nouns you might be uncertain about. Have everyone then show their cards at once, and see if there are any variations (you will ). This is gold for exposing misalignment and starting great conversations.

As your discussion unfolds, capture any agreed-upon definitions. And when uncertainty sets in, quietly ( but clearly ) begin an “open questions” parking lot. � �

Here’s a fantastic follow-up after definitions solidify:

2. Do our users know what these things are? What is the name of this thing by users?

Stakeholder 1: They probably call email clients “apps”. I’m not certain, though.

Stakeholder 2: Automations are often called “workflows”, I think. Or, maybe users think workflows are something different.

Ask the group if they can agree to use only that term as they go along if a more user-friendly term comes up. This way, the team can better align to the users ‘ language and mindset.

Okay, let’s get to the next part.

If you have two or more objects that seem to overlap in purpose, ask one of these questions:

3. Are these the same thing? Or are these different? How are they different if they are different from one another?

You: Is a saved response the same as a template?

Stakeholder 1: Yes! Absolutely.

Stakeholder 2: I don’t think so… A saved response is text with links and variables, but a template is more about the look and feel, like default fonts, colors, and placeholder images.

Continue to expand your expanding glossary of terms. And continue to capture areas of uncertainty in your “open questions” parking lot.

If you successfully determine that two similar things are, in fact, different, here’s your next follow-up question:

4. What’s the relationship between these objects?

You: Are saved responses and templates in any way connected to each other?

Stakeholder 3: Yeah, a template can be applied to a saved response.

You, always with the follow-ups: When is the template applied to a saved response? When a user is creating a saved response, does that occur? Or when they apply the saved response to an email? How does that actually operate?

Listen. Capture uncertainty. When the number of “open questions” reaches a critical mass, pause and begin asking questions of groups or individuals. Some questions might be for the dev team ( hopefully at least one developer is in the room with you ). Someone who couldn’t make it to the workshop might have a question. And many questions will need to be labeled “user”.

Do you see how we are building up to our UXR sales pitch?

5. Is this object in scope?

Your next query makes it easier for the team to concentrate on what your users are most interested in. You can simply ask,” Are saved responses in scope for our first release”?, but I’ve got a better, more devious strategy.

By now, you should have a list of clearly defined objects. Ask participants to arrange these items either in small breakout groups or independently according to their importance. Then, like you did with the definitions, have everyone reveal their sort order at once. Unsurprisingly, it’s not unusual for the VP to place something like” saved responses” at the top of the list while everyone else places it at the bottom. Try not to look too smug as you inevitably expose more misalignment.

I did this for a startup a few years ago. The three groups ‘ wildly different sort orders were displayed on the whiteboard.

The CEO sat back, examined it, and said,” This is why we haven’t been able to move forward in two years.”

Admittedly, it’s tragic to hear that, but as a professional, it feels pretty awesome to be the one who facilitated a watershed realization.

Once you have a good idea of in-scope, clearly defined things, this is when you move on to doing more relationship mapping.

6. Create a visual representation of the objects ‘ relationships

We’ve already tried to figure out what two things are different, but this time, we wanted to ask the team about every possible relationship. For each object, ask how it relates to all the other objects. In what ways are the objects connected? Use your dependable boxes and arrows technique to make the connections all recognizable. Here, we are connecting our objects with verbs. I prefer to keep my verbs to simple statements like “has a” and “has many”

This system modeling activity brings up all sorts of new questions:

• Can attachments be included in a saved response?
• Can a saved response use a template? Can the user override a template in an email that has been saved as a template?
• Do users want to see all the emails they sent that included a particular attachment? For example,” show me all the emails I sent with ProfessionalImage. attached .jpg I’ve changed my professional photo and I want to alert everyone to update it”.

Strong responses might come directly from the workshop participants. Great! Capture that new shared understanding. However, as uncertainty arises, keep adding new questions to your expanding parking lot.

Light the fuse

You’ve set up the explosives strategically along the floodgates. Now you simply have to light the fuse and BOOM. Watch the buy-in for user research flooooow.

Have the group reflect on the list of open questions before the workshop ends. Make plans for getting answers internally, then focus on the questions that need to be brought before users.

This is your final move. Take those questions you’ve compiled for user research and discuss the level of risk associated with NOT answering them. Ask, “if we design without an answer to this question, if we make up our own answer and we are wrong, how bad might that turn out”?

With this approach, we are making our decision-makers fight for user research because they themselves define questions as high-risk. Sorry, not sorry.

Your moment of truth is right now. With everyone in the room, ask for a reasonable budget of time and money to conduct 6–8 user interviews focused specifically on these questions.

HOT TIP: if you are new to UX research, please note that you’ll likely need to rephrase the questions that came up during the workshop before you present them to users. Make sure your questions are non-ending and don’t force the user to choose any default responses.

Final words: Hold the screen design!

Seriously, if you’re ever going to design screens again, make sure you first address these fundamental inquiries: what are the objects and how do they relate?

I promise you this: if you can secure a shared understanding between the business, design, and development teams before you start designing screens, you will have less heartache and save more time and money, and ( it almost feels like a bonus at this point! ) users will be more receptive to what you put out into the world.

I sincerely hope this will give you the time and money to spend talking to your users and getting a clear understanding of what you are designing before you begin creating screens. If you find success using noun foraging and the Object Definition Workshop, there’s more where that came from in the rest of the ORCA process, which will help prevent even more late-in-the-game scope tugs-of-war and strategy pivots.

Wish you the best of luck! Now go sell research!

However, we’re still very far from this best.

At the time, I didn’t realize yet how to functionally incorporate morality. Yes, I did discover some tools in other jobs that had worked well for me, such as using checklists, notion monitoring, and “dark truth” sessions. I was still struggling for time and support, and at best I had only partially achieved a higher ( moral ) quality of design—which is far from my definition of structurally integrated.

I made the decision to investigate deeper the causes of organization that prevent us from practicing regular social style. Today, after much research and experimentation, I believe that I’ve found the code that will let us functionally combine morality. And it’s unexpectedly easy! However, we must second move out to understand what we’re going through.

Control the system

Unfortunately, we’re confined to a capitalist system that encourages commercialism and inequality and is obsessed with the irrationality of infinite expansion. Sea levels, temperature, and our demand for energy continue to rise unquestioned, while the divide between rich and poor continues to increase. Owners expect ever-higher returns on their investments, and firms feel forced to set short-term goals that reflect this. Over the past few decades, those goals have transformed our well-meaning human-centered mentality into a potent tool that encourages ever-higher levels of consumption. When we’re working for an organization that pursues “double-digit growth” or “aggressive sales targets” ( which is 99 percent of us ), that’s very hard to resist while remaining human friendly. Yet with our best motives, and despite the fact that we like to claim that we provide solutions for people, we’re a part of the issue.

What can we do to alter this?

We may start by acting on the appropriate level of the system. A program thinker named Donna H. Meadows after outlined ways to influence a system in terms of effectiveness. When you apply these to style, you get:

You can influence things like usability ratings or the number of design critiques at the least effective level. But none of that may change the direction of a business.
• Similarly, affecting buffers ( such as team budgets ), stocks ( such as the number of designers ), flows ( such as the number of new hires ), and delays ( such as the time that it takes to hear about the effect of design ) won’t significantly affect a company.
• Instead of focusing on feedback loops like control power, employee reputation, or design-system investments, a company can become more effective at achieving its goals. But that doesn’t alter the goals themselves, which means that the business will also work against your ethical-design ideals.
• The change of moral methods, toolkits, articles, conferences, workshops, and so on is what most ethical-design initiatives are currently focused on at the next stage, information flows. This is also where moral style has remained largely theoretical. We’ve been focusing on the wrong level of the system all this day.
• Take, for instance, the regulations; they consistently outwit information. There can be commonly accepted guidelines, such as how fund works, or a sprint group’s concept of done. However, illegal laws intended to maintain profits is also smother social design, which are frequently revealed through statements like” the customer didn’t ask for it” or “don’t make it very big.”
• Changing the rules without holding official energy is extremely difficult. That’s why the next stage is so significant: self-organization. Research, bottom-up initiatives, love projects, self-steering teams, and other such self-organization techniques all contribute to the resilience and creativity of a business. It’s precisely this diversity of viewpoints that’s needed to functionally address major structural issues like materialism, money injustice, and climate change.
• But goals and measures are even more powerful than self-organization. Our businesses want to make more money, which means that everything and everyone in the business does their best to… make the company more money. And when I realized that income is nothing more than a measurement, I understood how important a very particular, defined measurement may be toward pushing a company in a particular direction.

What is the takeaway? If we truly want to incorporate ethics into our daily design practice, we must first change the measurable objectives of the company we work for, from the bottom up.

Redefine success

Traditionally, we consider a product or service successful if it’s desirable to humans, technologically feasible, and financially viable. You tend to see these represented as equals, if you type the three words in a search engine, you’ll find diagrams of three equally sized, evenly arranged circles.

However, we all know that the three dimensions are not equally important: viability is ultimately what determines whether a product will become operational. So a more realistic representation might look like this:

The means are feasibility and desire, and viability is the aim. Companies—outside of nonprofits and charities—exist to make money.

A genuinely purpose-driven company would try to reverse this dynamic: it would recognize finance for what it was intended for: a means. Therefore, both the company’s goals and its viability are important in order to realize what they are trying to accomplish. It makes intuitive sense: to achieve most anything, you need resources, people, and money. Fun fact: the Italian language is completely unaware of the differences between feasibility and viability; both are merely fattibilità.

But simply swapping viable for desirable isn’t enough to achieve an ethical outcome. Desirability is still linked to consumerism because the associated activities aim to identify what people want—whether it’s good for them or not. When it comes to a product’s usability, such as user satisfaction or conversion, don’t take into account whether it is good for people. They don’t prevent us from creating products that distract or manipulate people or stop us from contributing to society’s wealth inequality. They are unsuitable for striking a healthy balance with the natural world.

There’s a fourth dimension of success that’s missing: our designs also need to be ethical in the effect that they have on the world.

This is hardly a new idea. There are many variations of these models, some calling the fourth dimension accountability, integrity, or responsibility. What I’ve never seen before, however, is the necessary step that comes after: to influence the system as designers and to make ethical design more practical, we must create objectives for ethical design that are achievable and inspirational. There is no one way to accomplish this because it greatly depends on your country’s culture, values, and industry. But I’ll give you the version that I developed with a group of colleagues at a design agency. Consider it a template to get started.

pursue equity, sustainability, and well-being.

We created objectives that address design’s effect on three levels: individual, societal, and global.

An objective on the individual level teaches us that success transcends the typical area of focus on usability and satisfaction, taking into account factors like how much time and effort are required from users. We pursued well-being:

We create products and services that allow for people’s health and happiness. Our solutions are non-misleading, transparent, and calm. We respect our users ‘ time, attention, and privacy, and help them make healthy and respectful choices.

We must consider our impact beyond the user, widening our focus to the economy, communities, and other indirect stakeholders, as a result of establishing an objective on the societal level. We called this objective equity:

We create products and services that have a positive social impact. We think of racial justice, inclusiveness and diversity of people as teams, users, and customer segments as indicators of economic equality. We listen to local culture, communities, and those we affect.

Finally, the global goal of maintaining harmony with humanity’s sole home is the ultimate goal. Referring to it simply as sustainability, our definition was:

We create products and services that reward sufficiency and reusability. Our solutions promote the circular economy by generating value from waste, reusing products, and giving priority to sustainable choices. We deliver functionality instead of ownership, and we limit energy use.

In essence, ethical design ( to us ) meant achieving the wellbeing of each user and an equitable value distribution within society through a design that can sustain our living planet. When we introduced these objectives in the company, for many colleagues, design ethics and responsible design suddenly became tangible and achievable through practical—and even familiar—actions.

Measure impact

However, it is still necessary to define these goals. What truly caught the attention of senior management was the fact that we created a way to measure every design project’s well-being, equity, and sustainability.

In this overview, you can use examples of metrics to measure your progress toward equity, well-being, and sustainability:

There’s a lot of power in measurement. As the saying goes, what gets measured gets done. This example was once shared by Donella Meadows:

” If the desired system state is national security, and that is defined as the amount of money spent on the military, the system will produce military spending. It may or may not lead to national security.

This phenomenon explains why desirability is a poor indicator of success: it’s typically defined as the increase in customer satisfaction, session length, frequency of use, conversion rate, churn rate, download rate, and so on. But none of these metrics increase the health of people, communities, or ecosystems. What if we instead used metrics for ( digital ) well-being to measure success, such as ( reduced ) screen time or software energy consumption?

There’s another important message here. If we set an objective to create a calm interface, we might still end up with a screen that makes people anxious, even if we set the wrong metric for calmness, such as the number of interface elements. Choosing the wrong metric can completely undo good intentions.

Additionally, choosing the right metric is enormously helpful in focusing the design team. You are forced to consider what success looks like in real life and how you can demonstrate that you have met your ethical goals once you have chosen the metrics to use. It also forces you to consider what we as designers have control over: what can I include in my design or change in my process that will lead to the right type of success? The response to this query provides a lot of insight and clarity.

And finally, it’s good to remember that traditional businesses run on measurements, and managers love to spend much time discussing charts ( ideally hockey-stick shaped ) —especially if they concern profit, the one-above-all of metrics. For good or ill, to improve the system, to have a serious discussion about ethical design with managers, we’ll need to speak that business language.

daily ethical design

Once you’ve defined your objectives and you have a reasonable idea of the potential metrics for your design project, only then do you have a chance to structurally practice ethical design. It” simply” turns into a matter of using your imagination and sprinkling from the knowledge and tools that are already at your disposal.

I think this is quite exciting! It opens a whole new set of challenges and considerations for the design process. Would a brief illustration suffice, or should you go with that enticing video? Which typeface is the most calm and inclusive? What brand-new equipment and techniques do you employ? When is the website’s end of life? How can you provide the same service while requiring less attention from users? How can you ensure that those who are affected by decisions are present when they are made? How can you measure our effects?

What doing good design means will be completely altered by the new definition of success.

There is, however, a final piece of the puzzle that’s missing: convincing your client, product owner, or manager to be mindful of well-being, equity, and sustainability. For this, it’s essential to engage stakeholders in a dedicated kickoff session.

Start it off or return to the pre-existing

The kickoff is the most important meeting that can be so easy to forget to include. There are two main stages in it: 1 ) coordinating expectations; 2 ) defining success as a goal.

In the first phase, the entire ( design ) team goes over the project brief and meets with all the relevant stakeholders. Everyone gets to know one another and express their expectations on the outcome and their contributions to achieving it. Possumptions are raised and discussed. The aim is to get on the same level of understanding and to in turn avoid preventable miscommunications and surprises later in the project.

For instance, we conducted an online kickoff with the client, a subject-matter expert, and two other designers for a recent freelance project that aimed to design a digital platform that facilitates US student advisors ‘ documentation and communication. We used a combination of canvases on Miro: one with questions from” Manual of Me” ( to get to know each other ), a Team Canvas ( to express expectations ), and a version of the Project Canvas to align on scope, timeline, and other practical matters.

The above is the traditional purpose of a kickoff. However, agreeing on the project’s success means expressing expectations just as crucial as expressing expectations in terms of desire, viability, feasibility, and ethics. What are the objectives in each dimension?

It is crucial to reach an understanding of what success means at this early stage because you can rely on it for the duration of the project. If, for example, the design team wants to build an inclusive app for a diverse user group, they can raise diversity as a specific success criterion during the kickoff. If the client agrees, the team can refer back to that promise throughout the project. As we agreed in our first meeting, having a diverse user group that includes A and B is essential to creating a successful product. So we do activity X and follow research process Y”. Compare those odds to a scenario where the team had to request permission halfway through the project and didn’t agree to it in advance. The client might argue that that came on top of the agreed scope—and she’d be right.

In the case of this freelance project, to define success I prepared a round canvas that I call the Wheel of Success. An inner ring with the intention of capturing ideas for objectives and an outer ring with the intention of capturing ideas for measuring those objectives are included. The rings are divided into five dimensions of successful design: healthy, equitable, sustainable, desirable, feasible, and viable.

We recorded ideas on digital sticky notes as we traversed each dimension. Then we discussed our ideas and verbally agreed on the most important ones. For example, our client agreed that sustainability and progressive enhancement are important success criteria for the platform. Additionally, the subject-matter expert stressed the value of involving students from underprivileged and low-income groups in the design process.

After the kickoff, we summarized our ideas and shared understanding in a project brief that captured these aspects:

the project’s history and purpose: Why do we do this project?
• the problem definition: what do we want to solve?
• the concrete goals and metrics for each success dimension: what do we want to achieve?
• the objectives, procedures, and role descriptions: how will we accomplish them?

With such a brief in place, you can use the agreed-upon objectives and concrete metrics as a checklist of success, and your design team will be ready to pursue the right objective—using the tools, methods, and metrics at their disposal to achieve ethical outcomes.

Conclusion

A number of my coworkers have questioned me over the past year,” Where do I begin with ethical design?” My answer has always been the same: organize a session with your stakeholders to ( re ) define success. Even though you might not always be 100 percent successful in agreeing on goals that cover all responsibility objectives, that beats the alternative ( the status quo ) every time. There is no skipping this step if you want to design in an ethical, responsible way.

To be even more specific: if you consider yourself a strategic designer, your challenge is to define ethical objectives, set the right metrics, and conduct those kick-off sessions. If you think of yourself as a system designer, you need to understand how your industry influences consumerism and inequality, how finance drives business, and how to think creatively about how to use the most powerful tools to influence the system. Then redefine success to create the space to exercise those levers.

And for those who consider themselves service designers or UX designers or UI designers: if you truly want to have a positive, meaningful impact, stay away from the toolkits and meetups and conferences for a while. Gather your coworkers and instead define design goals for well-being, equity, and sustainability. Engage your stakeholders in a workshop and challenge them to think of ways to achieve and measure those ethical goals. Give them their opinions, make them known and understandable, ask for their consent, and expect them to follow through with it.

Otherwise, I’m genuinely sorry to say, you’re wasting your precious time and creative energy.

Of course, engaging your stakeholders in this way can be uncomfortable. Many of my coworkers had questions to ask, such as” Will they take this seriously?” and” Wouldn’t we just do it within the design team instead”? In fact, a product manager once asked me why ethics couldn’t just be a structured part of the design process—to just do it without spending the effort to define ethical objectives. It’s a tempting thought, isn’t it? We wouldn’t have to have difficult discussions with stakeholders about what values or which key-performance indicators to pursue. It would let us focus on what we like and do best: designing.

That’s not enough, according to systems theory. For those of us who aren’t from marginalized groups and have the privilege to be able to speak up and be heard, that uncomfortable space is exactly where we need to be if we truly want to make a difference. We can’t continue to live in the design-for-designers bubble and enjoy our privileged working-from-home environment without access to the real world. For those of us who have the possibility to speak up and be heard: if we solely keep talking about ethical design and it remains at the level of articles and toolkits—we’re not designing ethically. It’s just theory. By challenging them to redefine success in business, we must actively engage with our coworkers and clients.

With a bit of courage, determination, and focus, we can break out of this cage that finance and business-as-usual have built around us and become facilitators of a new type of business that can see beyond financial value. We simply need to come to terms with the right goals when starting each design project, identify the appropriate metrics, and acknowledge that we already have everything in place. That’s what it means to do daily ethical design.

For their inspiration and support over the years, I would like to thank Emanuela Cozzi Schettini, José Gallegos, Annegret Bönemann, Ian Dorr, Vera Rademaker, Virginia Rispoli, Cecilia Scolaro, Rouzbeh Amini, and many others.

Containers are used to style CSS. In fact, the whole website is made of containers, from the computer viewport to components on a webpage. However, every now and then a new element emerges that prompts us to reevaluate our style philosophy.

Square features, for instance, make it fun to play with round picture areas. Mobile display holes and electronic keyboards offer issues to best manage content that stays clear of them. Additionally, dual-screen or portable devices force us to consider how to make the most of the available room in various device configurations.

These latest changes to the online platform have made it both more challenging and fascinating to design items. They’re wonderful opportunities for us to break out of our rectangular boxes.

I’d like to talk about a new feature similar to the above: the Window Controls Overlay for Progressive Web Apps ( PWAs ).

Democratic Web Apps are bridging the gap between websites and apps. They combine the best of both worlds. On the one hand, they’re flexible, linkable, and stable, just like sites. On the other hand, they provide more effective features, work online, and read documents just like local apps.

As a style area, PWAs are really exciting because they challenge us to think about what mixing online and device-native user interface can get. We have more than 40 years of experience telling us what software may look like, especially on desktop computers, and it’s challenging to get out of this psychological design.

At the end of the day though, PWAs on desktops are constrained to the glass they appear in: a square with a name bar at the top.

What does a standard desktop PWA app look like:

Sure, as the author of a PWA, you get to choose the color of the title bar (using the Web Application Manifest theme_color home ), but that’s about it.

What if we could assume differently and regain the full glass of the app? Doing so would give us a chance to create our applications more wonderful and feel more included in the operating system.

The Window Controls Overlay offers precisely this. This innovative PWA operation makes it possible to take advantage of the full floor area of the app, including where the name bar usually appears.

About the subject bar and screen controls

Let’s get started with an explanation of what the window and name handles are.

The title bar is the place displayed at the top of an game glass, which frequently contains the phone’s name. The buttons or buttons that are displayed at the top of an app’s window allow you to lessen, increase, or close it.

Window Controls Overlay removes the natural barrier of the name bar and windows controls areas. The title bar and windows control buttons are overlayed on top of the user’s web content, allowing for total height to be the game window.

If you are reading this article on a desktop computer, get a quick glance at another software. Prospects are they’re currently doing something similar to this. In fact, the internet browser you are using uses the major area to show tabs.

Spotify displays album artwork to the top of the application window all the way up.

Microsoft Word uses the available title bar space to display the auto-save and search functionalities, and more.

The whole point of this feature is to allow you to make use of this space with your own content while providing a way to account for the window control buttons. And it makes it possible to offer this modified experience across a variety of platforms without having a negative impact on browsers or other devices that don’t support Window Controls Overlay. After all, PWAs are all about progressive enhancement, so this feature is a chance to enhance your app to use this extra space when it’s available.

Let’s use the feature.

For the rest of this article, we’ll be working on a demo app to learn more about using the feature.

The demo app is called 1DIV. Users can create designs using CSS and a single HTML element in a simple CSS playground.

The app has two pages. The first lists your existing CSS designs:

The second page enables you to create and edit CSS designs:

We can install the app as a PWA on desktop because I added a straightforward web manifest and service worker. Here is what it looks like on macOS:

And on Windows:

Our app is looking good, but the white title bar in the first page is wasted space. It would be really nice if the design area reached the top of the app window on the second page.

Let’s use the Window Controls Overlay feature to improve this.

Enabling Window Controls Overlay

The feature is still experimental at the moment. To try it, you need to enable it in one of the supported browsers.

It has currently been incorporated into Chromium as a result of a collaboration between Microsoft and Google. We can therefore use it in Chrome or Edge by going to the internal about: //flags page, and enabling the Desktop PWA Window Controls Overlay flag.

Using the overlay of window controls

To use the feature, we need to add the following display_override member to our web app’s manifest file:

{ "name": "1DIV", "description": "1DIV is a mini CSS playground", "lang": "en-US", "start_url": "/", "theme_color": "#ffffff", "background_color": "#ffffff", "display_override": [ "window-controls-overlay" ], "icons": [ ... ]}

On the surface, the feature is really simple to use. The only thing required is for this manifest change to transform the window controls into an overlay and make the title bar disappear.

However, to provide a great experience for all users regardless of what device or browser they use, and to make the most of the title bar area in our design, we’ll need a bit of CSS and JavaScript code.

Here is how the app currently looks:

Our logo, search field, and NEW button are now partially covered by the window controls, but the title bar has been removed, which is what we wanted. Our layout now begins at the top of the window.

It’s similar on Windows, with the difference that the close, maximize, and minimize buttons appear on the right side, grouped together with the PWA control buttons:

Using CSS to keep clear of the window controls

New CSS environment variables have also been introduced along with the feature:

• titlebar-area-x
• titlebar-area-y
• titlebar-area-width
• titlebar-area-height

You use these variables with the CSS env ( ) function to position your content where the title bar would have been while ensuring it won’t overlap with the window controls. Our header, which includes the logo, search bar, and NEW button, will be placed using two of the variables in our case.

header { position: absolute; left: env(titlebar-area-x, 0); width: env(titlebar-area-width, 100%); height: var(--toolbar-height);}

The titlebar-area-x variable gives us the distance from the left of the viewport to where the title bar would appear, and titlebar-area-width is its width. (Remember, this is not equivalent to the width of the entire viewport, just the title bar portion, which as noted earlier, doesn’t include the window controls.)

By doing this, we make sure our content remains fully visible. We’re also defining fallback values (the second parameter in the env() function) for when the variables are not defined (such as on non-supporting browsers, or when the Windows Control Overlay feature is disabled).

Now our header adapts to its surroundings, and it doesn’t feel like the window control buttons have been added as an afterthought. The app appears much more like a native app.

Changing the window controls background color so it blends in

Now let’s take a closer look at our second page: the CSS playground editor.

Not very good. Our CSS demo area does go all the way to the top, which is what we wanted, but the way the window controls appear as white rectangles on top of it is quite jarring.

We can fix this by changing the app’s theme color. There are a few ways to define it:

PWAs can define a theme color in the web app manifest file using the theme_color manifest member. The OS then uses this color in various ways. On desktop platforms, it is used to provide a background color to the title bar and window controls.
• Websites can use the theme-color meta tag as well. It’s used by browsers to customize the color of the UI around the web page. For PWAs, this color can override the manifest theme_color.

In our case, we can set the manifest theme_color to white to provide the right default color for our app. The OS will read this color value when the app is installed and use it to make the window controls background color white. This color works great for our main page with the list of demos.

The theme-color meta tag can be changed at runtime, using JavaScript. So we can do that to override the white with the right demo background color when one is opened.

Here is the function we’ll employ:

function themeWindow(bgColor) { document.querySelector("meta[name=theme-color]").setAttribute('content', bgColor);}

With this in place, we can imagine how using color and CSS transitions can produce a smooth change from the list page to the demo page, and enable the window control buttons to blend in with the rest of the app’s interface.

Dragging the window

Now, getting rid of the title bar entirely does have an important accessibility consequence: it’s much more difficult to move the application window around.

Users can drag and click their way to a sizable area in the title bar, but when using the Window Controls Overlay feature, they are limited to where the control buttons are, and must carefully place their fingers in between these buttons to move the window.

Fortunately, this can be fixed using CSS with the app-region property. This property is, for now, only supported in Chromium-based browsers and needs the -webkit- vendor prefix. 

We can use the following to make any feature of the app a drag target for the window:

-webkit-app-region: drag;

It is also possible to explicitly make an element non-draggable:

-webkit-app-region: no-drag; 

These choices might be beneficial to us. We can make the entire header a dragging target, but make the search field and NEW button within it non-draggable so they can still be used as normal.

However, because the editor page doesn’t display the header, users wouldn’t be able to drag the window while editing code. So let’s take a different strategy. We’ll create another element before our header, also absolutely positioned, and dedicated to dragging the window.

...

.drag { position: absolute; top: 0; width: 100%; height: env(titlebar-area-height, 0); -webkit-app-region: drag;}

With the above code, we’re making the draggable area span the entire viewport width, and using the titlebar-area-height variable to make it as tall as what the title bar would have been. This way, our draggable area is aligned with the window control buttons as shown below.

And, now, to make sure our search field and button remain usable:

header .search,header .new { -webkit-app-region: no-drag;}

Users can now click and drag the title bar back into the above code. It is an area that users expect to be able to use to move windows on desktop, and we’re not breaking this expectation, which is good.

Adapting to window resize

It may be useful for an app to know both whether the window controls overlay is visible and when its size changes. The search field, logo, and button would need to be pushed down a little bit if the user made the window very narrow.

The Window Controls Overlay feature comes with a JavaScript API we can use to do this: navigator.windowControlsOverlay.

Three intriguing things are provided by the API:

• navigator.windowControlsOverlay.visiblelets us know whether the overlay is visible.
• navigator.windowControlsOverlay.getBoundingClientRect()lets us know the position and size of the title bar area.
• navigator.windowControlsOverlay.ongeometrychangelets us know when something changes in size or visibility.

Let’s use this to be aware of the size of the title bar area and move the header down if it’s too narrow.

if (navigator.windowControlsOverlay) { navigator.windowControlsOverlay.addEventListener('geometrychange', () => { const { width } = navigator.windowControlsOverlay.getBoundingClientRect(); document.body.classList.toggle('narrow', width < 250); });}

In the example above, we set the narrow class on the body of the app if the title bar area is narrower than 250px. We could do something similar with a media query, but using the windowControlsOverlay API has two advantages for our use case:

• It’s only fired when the feature is supported and used, we don’t want to adapt the design otherwise.
• We can see the title bar area on different operating systems, which is great because Mac and Windows have different title bar sizes. Using a media query wouldn’t make it possible for us to know exactly how much space remains.

.narrow header { top: env(titlebar-area-height, 0); left: 0; width: 100%;}

When the window is too small, we can use the above CSS code to move our header down and move the thumbnails down in accordance with this.

Thirty pixels of exciting design opportunities

We were able to convert our simple demo app to something that felt much more connected to desktop devices by using the Window Controls Overlay feature. Something that reaches out of the usual window constraints and provides a custom experience for its users.

In reality, this feature only gives us about 30 more pixels of room and presents challenges when using the window controls. And yet, this extra room and those challenges can be turned into exciting design opportunities.

More devices of all shapes and forms get invented all the time, and the web keeps on evolving to adapt to them. To make it easier for us, web authors, to integrate more and more deeply with those devices, new features are added to the web platform. From watches or foldable devices to desktop computers, we need to evolve our design approach for the web. We can now think outside the rectangular box when building for the web.

So let’s embrace this. Let’s use the standard technologies already at our disposal, and experiment with new ideas to provide tailored experiences for all devices, all from a single codebase!

If you have the chance to try the Window Controls Overlay feature and have feedback on it, you can open issues in the spec’s repository. It’s still early in the development of this feature, and you can help make it even better. You can also look at this demo app and the source code, the feature’s existing documentation, or the feature’s existing documentation.

The mobile-first style approach is fantastic because it concentrates on what is most important to the consumer, it’s well-practiced, and it’s a well-known layout design for years. But developing your CSS mobile-first should also be wonderful, too…right?

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

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

merits of mobile-first technology

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

Development order. A good development hierarchy is one thing you definitely get from mobile-first; you simply 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.

prioritizes the smart 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. However, considering mobile from the beginning prevents us from getting stuck eventually; no one wants to spend their day getting a site that is focused on desktops to work on mobile devices!

Drawbacks of mobile-first

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

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

higher CSS sensitivity Styles that have been returned to the default value in a class name charter then have a higher precision. This can be a pain on big projects when you want to preserve the CSS candidates as simple as possible.

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

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

Property price issue overrules its own.

There is nothing intrinsically wrong with overwriting beliefs, CSS was designed to do just that. However, inheriting incorrect principles can be laborious and ineffective, which is counterproductive. When you need to replace styles to restore them to their defaults, which may cause issues after, especially if you’re using a combination of bespoke CSS and energy classes, does this also lead to more style specificity. 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 blank slate, this strategy opens up some opportunities. It’s acceptable and can be coded in the default style plate if a product’s layout appears to be based on Flexbox at all thresholds. 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 knowledge of any given portion in all thresholds right away. This can help identify issues in the style more quickly during the creation process. We don’t want to get stuck down a rabbit hole building a sophisticated component for wireless, and then get the designs for desktop and find they are extremely difficult and inconsistent with the HTML we created for the cellular 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 have a good understanding of the requirements for other breakpoints, then you should definitely stick to 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 kind of manual tree-shaking procedure! Personally, I find this a little easier when working on a component across breakpoints, but that’s by no means a requirement.

Closed media query ranges are used in real life

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.

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

.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.

Also, if your website is still using HTTP/1... WHY?! What are you waiting for? Excellent user support exists for HTTP/2.

CSS is split in half.

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. In case they are needed later, the remaining CSS files ( print, tablet, and desktop ) are still being downloaded with" Lowest" priority, though they are still needed.

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

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 may vary from one project to the next, but the example below may look similar.

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

Moving on

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

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

In 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. For the reasons given, mobile-first may turn out to be the best option for the situation, but first you must fully comprehend the trade-offs you're entering.

Humility, a writer’s most important quality, has a great circle to it. What about sincerity, an business manager’s necessary value? Or a surgeon’s? Or a student’s? They all have fantastic sounds. When humility is our guiding light, the course is usually available for fulfillment, development, relation, and commitment. We’re going to speak about 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 render myself a little prone along the way. I call it:

The Ludicrous 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, how could these fundamental skills be applied to a developing electric landscape was what piqued my interest. This theme may eventually form the rest of my job.

But I drained 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 were the guidelines? 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 the visual presentation of the idea of a living sketchbook. Quite skeuomorphic. On this one, we would first picture and then slip a Photoshop record back and forth to trap things up and play with various customer interactions. I co-founded the creative project organizing app Milanote and my dear friend, fellow designer Marc Clancy. Then, I’d break it down and code it into a digital layout.

Along with design folio pieces, the site also offered free downloads for Mac OS customizations: desktop wallpapers that were effectively design experimentation, custom-designed typefaces, and desktop icons.

GUI Galaxy was a design, pixel art, and Mac-centric news portal that graphic designer friends and I developed from the beginning.

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. There are a few content panes here, with both Mac-focused news and general news (tech, design ) to be seen. 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, which included global design, illustration, and news author collaboration, was the backbone of the website. And the collaboration effort here, in addition to experimentation on a’ brand’ and content delivery, was hitting my core. We were creating a global audience by creating something bigger than just one of us.

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

Now, why am I taking you on this trip through design memory lane? 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 is relevant 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 Mac OS 7.5 is available, 8 and 9 are not very different.

How could any single icon, at any point, stand out and grab my attention, fascinated me? 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. Under such absurd constraints, this seemed to me to be the embodiment of digital visual communication. 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 I made using 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. Problem-solving 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 that I was one of their very limited group of news writers who could contribute 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 colossal asshole in about a year of school, not less. The press and the praise became what fulfilled me, and they went straight to my head. My ego was inflated by them. I actually felt somewhat superior to my fellow designers.

The casualties? My design stagnated. My evolution has stagnated, as is its evolution.

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 ). Any criticism of my work from my fellow students was frequently vehemently dissented. 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.

It was a gift I initially did not accept but which I, on the whole, was able to reflect on in depth. I was soon able to accept, and process, and course correct. Although the realization made me feel uneasy, the re-awakening was necessary. 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 to me to be foreign languages. 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 my first ethnographic observational experience, which involved visiting the Fermilab location and observing how the physicists used the tool in their own environments, on their own terminals. 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. This made it easier for them to pore over a lot of data during the day and lessen their strain on their eyes. And Fermilab and CERN are government entities with rigorous accessibility standards, so my knowledge in that realm also grew. Another crucial form of connection 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. I checked my ego before entering those values, which opened the door for those values.

An evergreen willingness to listen, learn, understand, grow, evolve, and connect yields our best work. I want to pay attention to the phrases “grow” and “evolve” in particular. 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 work portfolio with monograms. Or, ultimately, decades of a career behind us.

However, remember that “experience” does not equate to “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. The creator who we can be will never be there.

In tomorrow’s data-driven environment, it’s becoming more and more common for a UX expert to be asked to create a personal digital experience, whether it’s a common website, user portal, or local application. However 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? The Personalization Pyramid is a designer-centric framework for establishing human-centered personalization initiatives that cover data, classification, content delivery, and overall objectives. 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 begin with identical starting points.

Common scenarios for starting a personalisation 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 personalisation as a target
• User data is unclear or disjointed.
• You are running some secluded targeting strategies or A/B tests
• On personalization strategy, 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 creating stones. These are the “levels” on the tower, as we’ve made them. Whether you are a UX artist, scholar, or planner, understanding the core components may help make your contribution effective.

From top to bottom, the amounts include:

North Star: What larger corporate goal is driving the personalization system?
1. Objectives: What are the specific, tangible benefits of the system?
2. Touchpoints: Where will you get a personal knowledge?
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 more extensive set of data is conceivable ( as of right now in our environment ) for personalization?

We’ll go through each of these amounts in turn. An associated deck of cards serves as an example of each level’s specific examples 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

What overall goal do you have with your personalization program ( big or small ) is a northern star. The North Star defines the (one ) overall mission of the personalization program. What do you hope to accomplish? North Stars cast a ghost. The larger the sun, the larger the dark. Example of North Starts may include:

Function: Personalized based on fundamental person inputs. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
1. Feature: Self-contained customisation component. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
2. Experience: Individualized person 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 calculation system, as well as indicators you can benchmark against. In some cases, new targets may be suitable. The most important thing to keep in mind is that personalisation is certainly a desired outcome. Common targets include:

• Conversion
• Time spent on work
• Net promoter score ( NPS)
• Satisfaction of the customers

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 ), as well as more specific ( web banner, web pop-up, etc. ). Voici some illustrations:

Touchpoints at the channel level

• 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
• menu on the web

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 to specific user segments programmatically, 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 user’s level of engagement at the personalization moment, such as when they are casually browsing information or 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 about each of these models elsewhere, so if you’d like to read more, 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 ID

Actionable information

Every organization with any digital presence has data. It’s important to inquire about how to use the data you can ethically collect on users, its inherent reliability and value, and how to 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 on the user experience front, 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 content repository and data backbone. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. At this point, you will typically work with key stakeholders and product owners to create a profiling model. 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 is also at the heart of the way that both co-authors have organized workshops to build a backlog of programs, which would make a good subject for a separate article.

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

Near, medium, and long-term goals must be taken into account in any sustainable personalization strategy. 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.