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  • Designers, (Re)define Success First

    Designers, (Re)define Success First

    About two and a half years before, I introduced the concept of normal social style. It was born out of my disappointment with the many obstacles to achieving style that’s accessible and equal, protects people’s protection, firm, and target, benefits society, and restores nature. I argued that we must address the difficulties that prevent us from acting morally and that we must functionally integrate style ethics into our normal routines, procedures, and tools to achieve this goal.

    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 past projects that had worked for me, such as using checklists, notion monitoring, and “dark fact” sessions, but I wasn’t able to use them in every task. 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 program

    Unfortunately, we’re confined to a capitalist system that encourages consumerism 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. Our well-meaning human-centered mentality has been transformed into a powerful device that encourages ever-higher levels of consumption over the past ten years due to these objectives. 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. System intellectual Donna H. Meadows when outlined ways to increase the effectiveness of a system. When you apply these to architecture, you get:

      You can change figures like functionality results or the number of layout critiques at the lowest level of effectiveness. 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 improve its ability to achieve its goals. But that doesn’t alter the goals themselves, which means that the business may also work against your ethical-design ideals.
    • The change of honest methods, toolkits, articles, conferences, workshops, and other topics are what most ethical-design initiatives are currently focusing on at the next level, details 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.
    • Get rules, for instance; they consistently defeat 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 income, frequently revealed through comments like” the customer didn’t ask for it” or “don’t make it too big” can smother social style.
    • Changing the rules without holding established energy is extremely difficult. That’s why the next stage is thus important: self-organization. Bottom-up initiatives, love projects, self-steering teams, and experiment all contribute to a company’s resilience and creativity. 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 income. 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 specific 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 go live. So a more realistic representation might look like this:

    The means are feasibility and desire, while viability is the objective. 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: Italian speakers are completely unaware of the distinction between feasibility and viability; both terms 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 desirability goals, 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 ineffective for maintaining a healthy relationship with nature.

    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 single way to accomplish this because it depends greatly on your country’s values, culture, 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.

    Ensure social justice, equity, and sustainability.

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

    An objective on a personal level teaches us that success transcends the typical area of user experience and satisfaction, taking into account factors like how much time and effort are required of 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.

    A societal goal requires us to consider our impact beyond the mere user, widening our focus to the economy, communities, and other involuntary parties. 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 well as racial justice and economic equality. We listen to local culture, communities, and those we affect.

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

    We create products and services that reward sufficiency and reusability. Our products are repurposed, given, and given priority to making sustainable choices in order to support the circular economy. 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, defining these goals is still insufficient. 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.

    This overview provides examples of metrics you can use 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 provided 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, like ( reduced ) screen time or software energy consumption, to measure success?

    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. Once you complete the task of selecting metrics for our goals, you are forced to consider what success looks like in terms of words and how you can demonstrate that you’ve accomplished your ethical goals. 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.

    Practice 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” becomes a matter of using your imagination and sifting through 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 simple illustration suffice, or should you go with that energizing 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 impacted by decisions are present when they are made? How can you measure our effects?

    The definition of success will fundamentally alter what doing good design entails.

    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 meeting with the client, a subject-matter expert, and two other designers for a recent freelance project that aimed to create 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?

    You need to be sure that you can trust success at this early stage because it will determine the project’s future. 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 and B’s diverse user group is essential to creating a successful product. So we do activity X and follow research process Y”. Compare those odds to a situation where the team had to ask for permission halfway through the project and didn’t agree to that beforehand. 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 explored each dimension and recorded ideas on digital sticky notes. 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 work on 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 be an ethical, responsible designer.

    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 first understand how your industry influences consumerism and inequality, how finance drives business, and how to think creatively about how to best 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 to set design goals for sustainability, well-being, and equity. Engage your stakeholders in a workshop and challenge them to think of ways to achieve and measure those ethical goals. Give them their opinions, clarify them, and demand their consent.

    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”?,” Will they take it seriously?” and “Can’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 allow ourselves to be disconnected from the real world and enjoy our preferred working-from-home lifestyle while remaining trapped in the design-for-design bubble. 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 at the start of each design project, identify the appropriate metrics, and acknowledge that we already have everything in place to begin. 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.

  • Breaking Out of the Box

    Breaking Out of the Box

    CSS is all about styling containers. 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 appears 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.

    The design of products has become more challenging and interesting as a result of new changes to the internet system. They’re wonderful opportunities for us to break out of our triangular 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 are flexible, linkable, and stable, just like websites. 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 can be 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 a standard pc PWA app looks 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 house ), but that’s about it.

    What if we could consider other ways and reclaim the whole screen in the app? Doing so would give us a chance to create our programs more wonderful and feel more included in the operating system.

    This is exactly what the Window Controls Overlay provides. 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 glass controls

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

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

    Window Controls Overlay removes the actual requirement of the name bar and windows controls areas. The title bar and glass 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. Odds 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 at the very top.

    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 on a variety of platforms without having a negative impact on the experience 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 the CSS designs you’ve already created:

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

    We can install the app as a PWA on the 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 overlay for window control

    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 the title bar to disappear and the window controls to become an overlay as a result of this manifest change.

    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:

    Screenshot of the Windows operating system’s Window Controls Overlay-enabled 1DIV app thumbnail display. The separate top bar area is gone, but the window controls are now blocking some of the app’s content.

    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. In our case, we’ll position our header, which includes the logo, search bar, and NEW button, using two of the variables.

    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 surroundings, and it doesn’t feel like the window control buttons have been added as an ur he a 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 method 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 dragging 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. In our situation, there wouldn’t be enough room for the search field, logo, and button to fit because the user made the window very narrow. We would want to push them a little lower.

    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 the visibility or size change.

    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 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 fully 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!


    You can open issues on the spec’s repository if you get the chance to try the Window Controls Overlay feature and have feedback on it. 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.

  • How to Sell UX Research with Two Simple Questions

    How to Sell UX Research with Two Simple Questions

    Do you find yourself designing screens with only a vague idea of how the things on the screen relate to the things elsewhere in the system? Do you leave stakeholder meetings with unclear directives that often seem to contradict previous conversations? You know a better understanding of user needs would help the team get clear on what you are actually trying to accomplish, but time and budget for research is tight. When it comes to asking for more direct contact with your users, you might feel like poor Oliver Twist, timidly asking, “Please, sir, I want some more.” 

    Here’s the trick. You need to get stakeholders themselves to identify high-risk assumptions and hidden complexity, so that they become just as motivated as you to get answers from users. Basically, you need to make them think it’s their idea. 

    In this article, I’ll show you how to collaboratively expose misalignment and gaps in the team’s shared understanding by bringing the team together around two simple questions:

    1. What are the objects?
    2. What are the relationships between those objects?

    A gauntlet between research and screen design

    These two questions align to the first two steps of the ORCA process, which might become your new best friend when it comes to reducing guesswork. Wait, what’s ORCA?! Glad you asked.

    ORCA stands for Objects, Relationships, CTAs, and Attributes, and it outlines a process for creating solid object-oriented user experiences. Object-oriented UX is my design philosophy. ORCA is an iterative methodology for synthesizing user research into an elegant structural foundation to support screen and interaction design. OOUX and ORCA have made my work as a UX designer more collaborative, effective, efficient, fun, strategic, and meaningful.

    The ORCA process has four iterative rounds and a whopping fifteen steps. In each round we get more clarity on our Os, Rs, Cs, and As.

    I sometimes say that ORCA is a “garbage in, garbage out” process. To ensure that the testable prototype produced in the final round actually tests well, the process needs to be fed by good research. But if you don’t have a ton of research, the beginning of the ORCA process serves another purpose: it helps you sell the need for research.

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

    Getting 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 expose what this classic comic so beautifully illustrates:

    This is one reason why so many UX designers are frustrated in their job and why many projects fail. And this is also why we often can’t sell research: every decision-maker is confident in their own mental picture. 

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

    But how we do this is important. 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 take ownership of assumptions and gaps in understanding, BAM! Suddenly, UX research is not such a hard sell, and everyone is aboard the same curiosity-boat.

    Say your users are doctors. 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 pain points? How do they use the current app?” But here’s the problem 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 like the kind of conversation you need to facilitate. Let’s listen in:

    “Wait a sec, how often 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 just a ‘primary caregiver’… Can’t that role be a nurse practitioner?”

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

    “So are caregivers in scope for this redesign?”

    “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?”

    Now we are getting somewhere. Do you see how powerful it can be getting stakeholders to debate these questions themselves? The diabolical goal here is to shake their confidence—gently and diplomatically.

    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 this will, hands down, result in a more confusing, more complex, and less intuitive software product.

    The two questions

    But how do we get to these kinds of meaty questions diplomatically, efficiently, 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 objects?
    2. What are the relationships between those objects?

    In practice, getting to these answers is easier said than done. I’m going to show you how these two simple questions can provide the outline for an Object Definition Workshop. During this workshop, these “seed” questions will blossom into dozens of specific questions and shine a spotlight on the need for more user research.

    Prep work: Noun foraging

    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.

    Basically, look for nouns that are particular to the business or industry of your project, and do it across at least a few sources. I call this noun foraging.

    Here are just a few great noun foraging sources:

    • the product’s marketing site
    • the product’s competitors’ marketing sites (competitive analysis, anyone?)
    • the existing product (look at labels!)
    • user interview transcripts
    • notes from stakeholder interviews or vision docs from stakeholders

    Put your detective hat on, my dear Watson. Get resourceful and leverage what you have. If all you have is a marketing website, some screenshots of the existing legacy system, and access to customer service chat logs, then use those.

    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

    Think of a library app, for example. Is “book” an object?

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

    Instance: what are some examples of this potential “book” object? Can you name a few? The Alchemist, Ready Player One, Everybody Poops… OK, check!

    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!

    As you are noun foraging, focus on capturing the nouns that have SIP. 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 coming to your digital place to play with your dropdown! They are coming for the VALUABLE THINGS and what they can do with them. Those 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.

    First I’d look at my own email client, which happens to be Gmail. I’d then look at Outlook and the new HEY email. I’d look at Yahoo, Hotmail…I’d even look at Slack and Basecamp and other so-called “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 hypothetical product, too, and then scroll down to see how much our lists match up. Just don’t get lost in your own emails! Come back to 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 groups
    • attachment
    • Google doc file / other integrated file
    • newsletter? (HEY treats this differently)
    • saved responses and templates

    Scan your list of nouns and pick out words that you are completely clueless about. In our email example, it might be client or automation. 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 foraged during my own past project work that I needed my stakeholders to help me understand:

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

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

    Facilitate an Object Definition Workshop

    You could actually start your workshop with noun foraging—this activity can be done collaboratively. 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. Affinity mapping is your friend here!

    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 love presenting screenshots of documents and screens with all the nouns already highlighted. 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. You don’t need to let them know that you’re looking for gaps in the team’s understanding so that you can prove the need for more user research—that will be our little secret. Instead, go into the session optimistically, as if your knowledgeable stakeholders and PMs and biz folks already have all the answers. 

    Then, let the question whack-a-mole commence.

    1. What is this thing?

    Want to have some real fun? At the beginning of your session, ask stakeholders to privately write definitions for the handful of obscure nouns you might be uncertain about. Then, have everyone show their cards at the same time and see if you get different definitions (you will). This is gold for exposing misalignment and starting great conversations.

    As your discussion unfolds, capture any agreed-upon definitions. And when uncertainty emerges, quietly (but visibly) start an “open questions” parking lot. 😉

    After definitions solidify, here’s a great follow-up:

    2. Do our users know what these things are? What do users call this thing?

    Stakeholder 1: They probably call email clients “apps.” But I’m not sure.

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

    If a more user-friendly term emerges, ask the group if they can agree to use only that term moving forward. This way, the team can better align to the users’ language and mindset.

    OK, moving on. 

    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? If they are not the same, how are they different?

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

    Stakeholder 1: Yes! Definitely.

    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 build out your growing glossary of objects. 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 related in any way?

    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? Does that happen when the user is constructing the saved response? Or when they apply the saved response to an email? How does that actually work?

    Listen. Capture uncertainty. Once the list of “open questions” grows to a critical mass, pause to start assigning questions to groups or individuals. Some questions might be for the dev team (hopefully at least one developer is in the room with you). One question might be specifically for someone who couldn’t make it to the workshop. 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 question narrows the team’s focus toward what’s most important to your users. 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 sort these objects from most to least important, either in small breakout groups or individually. Then, like you did with the definitions, have everyone reveal their sort order at once. Surprisingly—or not so surprisingly—it’s not unusual for the VP to rank something like “saved responses” as #2 while everyone else puts it at the bottom of the list. Try not to look too smug as you inevitably expose more misalignment.

    I did this for a startup a few years ago. We posted the three groups’ wildly different sort orders on the whiteboard.

    The CEO stood back, looked at 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 done a bit of this while trying to determine if two things are different, but this time, ask the team about every potential relationship. For each object, ask how it relates to all the other objects. In what ways are the objects connected? To visualize all the connections, pull out your trusty boxes-and-arrows technique. Here, we are connecting our objects with verbs. I like to keep my verbs to simple “has a” and “has many” statements.

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

    • Can a saved response have attachments?
    • Can a saved response use a template? If so, if an email uses a saved response with a template, can the user override that 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.jpg attached. I’ve changed my professional photo and I want to alert everyone to update it.” 

    Solid answers might emerge directly from the workshop participants. Great! Capture that new shared understanding. But when uncertainty surfaces, continue to add questions to your growing parking lot.

    Light the fuse

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

    Before your workshop wraps up, have the group reflect on the list of open questions. Make plans for getting answers internally, then focus on the questions that need to be brought before users.

    Here’s your final step. 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 methodology, we are cornering our decision-makers into advocating for user research as they themselves label questions as high-risk. Sorry, not sorry. 

    Now is your moment of truth. 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 open-ended and don’t lead the user into any default answers.

    Final words: Hold the screen design!

    Seriously, if at all possible, do not ever design screens again without first answering these fundamental questions: 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 helps you win time and budget to go talk to your users and gain clarity on what you are designing before you start building 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. 

    All the best of luck! Now go sell research!

  • Humility: An Essential Value

    Humility: An Essential Value

    Humility, a designer’s essential value—that has a nice ring to it. What about humility, an office manager’s essential value? Or a dentist’s? Or a librarian’s? They all sound great. When humility is our guiding light, the path is always open for fulfillment, evolution, connection, and engagement. In this chapter, we’re going to talk about why.

    That said, this is a book for designers, and to that end, I’d like to start with a story—well, a journey, really. It’s a personal one, and I’m going to make myself a bit vulnerable along the way. I call it:

    The Tale of Justin’s Preposterous Pate

    When I was coming out of art school, a long-haired, goateed neophyte, print was a known quantity to me; design on the web, however, was rife with complexities to navigate and discover, a problem to be solved. Though I had been formally trained in graphic design, typography, and layout, what fascinated me was how these traditional skills might be applied to a fledgling digital landscape. This theme would ultimately shape the rest of my career.

    So rather than graduate and go into print like many of my friends, I devoured HTML and JavaScript books into the wee hours of the morning and taught myself how to code during my senior year. I wanted—nay, needed—to better understand the underlying implications of what my design decisions would mean once rendered in a browser.

    The late ’90s and early 2000s were the so-called “Wild West” of web design. Designers at the time were all figuring out how to apply design and visual communication to the digital landscape. What were the rules? How could we break them and still engage, entertain, and convey information? At a more macro level, how could my values, inclusive of humility, respect, and connection, align in tandem with that? I was hungry to find out.

    Though I’m talking about a different era, those are timeless considerations between non-career interactions and the world of design. What are your core passions, or values, that transcend medium? It’s essentially the same concept we discussed earlier on the direct parallels between what fulfills you, agnostic of the tangible or digital realms; the core themes are all the same.

    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 example, this iteration of my personal portfolio site (“the pseudoroom”) from that era was experimental, if not a bit heavy- handed, in the visual communication of the concept of a living sketchbook. Very skeuomorphic. I collaborated with fellow designer and dear friend Marc Clancy (now a co-founder of the creative project organizing app Milanote) on this one, where we’d first sketch and then pass a Photoshop file back and forth to trick things out and play with varied user interactions. 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.

    From around the same time, GUI Galaxy was a design, pixel art, and Mac-centric news portal some graphic designer friends and I conceived, designed, developed, and deployed.

    Design news portals were incredibly popular during this period, featuring (what would now be considered) Tweet-size, small-format snippets of pertinent news from the categories I previously mentioned. 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 evolved and created a bandwidth-sensitive, web standards award-winning, much more accessibility-conscious website. Still ripe with experimentation, yet more mindful of equitable engagement. You can see a couple of content panes here, noting general news (tech, design) and Mac-centric news below. 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 site’s backbone was a homegrown CMS, with the presentation layer consisting of global design + illustration + news author collaboration. And the collaboration effort here, in addition to experimentation on a ‘brand’ and content delivery, was hitting my core. We were designing something bigger than any single one of us and connecting with a global audience.

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

    Now, why am I taking you down this trip of design memory lane? Two reasons.

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

    Today’s web design has been in a period of stagnation. 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. Maybe an icon library is employed with selections that vaguely relate to their respective content.

    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 responsive presentation that meets human beings wherever they’re engaging from. 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 Problems

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

    Desktop icons fascinated me: how could any single one, at any given point, stand out to get my attention? In this example, the user’s desktop is tidy, but think of a more realistic example with icon pandemonium. Or, say an icon was part of a larger system grouping (fonts, extensions, control panels)—how did it also maintain cohesion amongst a group?

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

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

    Expanding upon the notion of exploration, I wanted to see how I could push the limits of a 32×32 pixel grid with that 256-color palette. Those ridiculous constraints forced a clarity of concept and presentation that I found incredibly appealing. The digital gauntlet had been tossed, and that challenge fueled me. 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, utilizing the only tool available at the time to create icons called ResEdit. ResEdit was a clunky, built-in Mac OS utility not really made for exactly what we were using it for. At the core of all of this work: Research. 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.

    This is K10k, short for Kaliber 1000. K10k was founded in 1998 by Michael Schmidt and Toke Nygaard, and was the design news portal on the web during this period. With its pixel art-fueled presentation, ultra-focused care given to every facet and detail, and with many of the more influential designers of the time who were invited to be news authors on the site, well… it was the place to be, my friend. 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. Eventually, K10k noticed and added me as one of their very select group of news authors to contribute content to the site.

    Amongst my personal work and side projects—and now with this inclusion—in the design community, this put me on the map. My design work also began to be published in various printed collections, in magazines domestically and overseas, and featured on other design news portals. With that degree of success while in my early twenties, something else happened:

    I evolved—devolved, really—into a colossal asshole (and in just about a year out of art school, no less). The press and the praise became what fulfilled me, and they went straight to my head. They inflated my ego. I actually felt somewhat superior to my fellow designers.

    The casualties? My design stagnated. Its evolution—my evolution— stagnated.

    I felt so supremely confident in my abilities that I effectively stopped researching and discovering. When previously sketching concepts or iterating ideas in lead was my automatic step one, I instead leaped right into Photoshop. I drew my inspiration from the smallest of sources (and with blinders on). Any critique of my work from my peers was often vehemently dismissed. The most tragic loss: I had lost touch with my values.

    My ego almost cost me some of my friendships and burgeoning 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.

    Admittedly, it was a gift I initially did not accept but ultimately was able to deeply reflect upon. I was soon able to accept, and process, and course correct. The realization laid me low, but the re-awakening was essential. I let go of the “reward” of adulation and re-centered upon what stoked the fire for me in art school. Most importantly: I got back to my core values.

    Always Students

    Following that short-term regression, I was able to push forward in my personal design and career. And I could self-reflect as I got older to facilitate further growth and course correction as needed.

    As an example, let’s talk about the Large Hadron Collider. 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.” Thanks, 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 the rendering of what’s actually happening inside the Collider during any given particle collision event and are often considered works of art unto themselves.

    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. To that end, in this role,

    I cut my teeth on usability testing, working with the Fermilab team to iterate and improve the interface. How they spoke and what they spoke about was like an alien language to me. 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 observation experience: going to the Fermilab location and observing how the physicists used the tool in their actual environment, on their actual 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 enabled them to pore over reams of data during the day and ease their eye strain. And Fermilab and CERN are government entities with rigorous accessibility standards, so my knowledge in that realm also grew. The barrier-free design was another essential form of connection.

    So to those core drivers of my visual problem-solving soul and ultimate fulfillment: discovery, exposure to new media, observation, human connection, and evolution. What opened the door for those values was me checking my ego before I walked through it.

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

    But all that said: experience does not equal “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 designer we can be will never exist.

  • Personalization Pyramid: A Framework for Designing with User Data

    Personalization Pyramid: A Framework for Designing with User Data

    In tomorrow’s data-driven environment, it’s becoming more and more common for a UX specialist to be asked to create a personal digital experience, whether it’s a common website, user portal, or local application. 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 elements 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 tasks in this field can take a variety of forms, they frequently start from the same place.

    Common scenarios for starting a personalisation task:

    • Your business or client made a purchase to support personalization of a content management system ( CMS ), marketing automation platform ( MAP ), or other related technology.
    • The CMO, CDO, or CIO has identified customisation as a target
    • Consumer 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 rates include:

      North Star: What larger geopolitical goal is driving the personalization system?
    1. Objectives: What are the specific, tangible benefits of the system?
    2. Touchpoints: Where will you get a customized experience?
    3. Contexts and Campaigns: What personalization information does the person view?
    4. What makes up a distinct, useable market according to consumer segments?
    5. Actionable information: What dependable and credible information is captured by our professional platform to generate personalization?
    6. What wider set of data is conceivable ( now in our environment ) to allow you to optimize?

    We’ll go through each of these amounts in change. 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 brainstorming periods, and will include cases for you here.

    Starting at the Top

    The parts of the pyramids are as follows:

    North Star

    With your personalisation plan, whether large or small, you aim for a general north 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 darkness is bigger the sun the bigger the sun. Example of North Starts may incorporate:

      Function: Use simple user inputs to optimize. Examples:” Raw” messages, basic search effects, system user settings and settings options, general flexibility, basic improvements
    1. 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 help speed up designing with user intentions, as in any great UX design. Goals are the military and tangible metrics that may prove the entire program is effective. Start with your existing analytics and measurement system, as well as metrics that you can benchmark against. In some cases, fresh targets may be ideal. The most important thing to remember is that personalisation is more of a means of achieving an objective than a desired result. Common targets include:

    • Conversion
    • Time 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 artist will be in this area. The connections available to you will depend on how your personalization and associated technology features are instrumented, and should be rooted in improving a person’s experience at a certain point in the trip. Touchpoints can be multi-device ( mobile, in-store, website ), but they can also be more specific ( web banner, web pop-up, etc. ). Here are a few 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
    • Web home page

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

    Contexts and Campaigns

    Once you’ve identified some touchpoints, you can decide what kind of personalized content a user will receive. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will be displayed programmatically to specific user segments at specific touchpoints, 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 which personalization to use in terms of the context ( for instance, an” Enrich” campaign that features related articles might be a good substitute for extant content ).

    Personalization Context Model:

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

    Content model for personalization

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

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

    User Groups

    User segments can be created prescriptively or adaptively, based on user research ( e. g. via rules and logic tied to set user behaviors or via A/B testing ). You will need to think about how to treat the unidentified or first-time visitor, the guest or returning visitor for whom you may have a stateful cookie ( or an equivalent post-cookie identifier ), or the logged-in visitor who is authenticated. 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 what is the term for “data activation.” Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

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

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

    While some combination of implicit / explicit data is generally a prerequisite for any implementation ( more commonly referred to as first party and third-party data ) ML efforts are typically not cost-effective directly out of the box. This is because optimization requires a strong data backbone and content repository. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. 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 the foundation for an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the kind of personalization activities you aspire to deliver, but they are more valuable when grouped together.

    In assembling a card “hand”, one can begin to trace the entire trajectory from leadership focus down through a strategic and tactical execution. It serves as the foundation for the workshops that both co-authors have conducted to build a program backlog, which would make a good article topic.

    In the meantime, what is important to note is that each colored class of card is helpful to survey in understanding the range of choices potentially at your disposal, it is threading through and making concrete decisions about for whom this decisioning will be made: where, when, and how.

    Lay Down Your Cards

    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, every personalization activity has a common grammar, just like every sentence has nouns and verbs. These cards attempt to map that territory.

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

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

    The mobile-first design approach is excellent because it concentrates on what the customer truly needs, is well-practiced, and has become a standard design practice for years. But developing your CSS mobile-first should also be 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 tasks, but you need to first determine whether it is appropriate in light of the physical design and user interactions you’re creating. To help you get started, here’s how I go about tackling the elements you need to watch for, and I’ll discuss some alternative remedies if mobile-first doesn’t seem to fit your job.

    merits of mobile-first technology

    Some of the benefits of mobile-first CSS 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 something you can definitely get from mobile-first; you simply get developing while paying attention to the mobile view.

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

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

    Drawbacks of mobile-first

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

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

    higher CSS precision A group name declaration’s default style has then a higher specificity that has been returned to the browser’s default value. This can be a pain on big projects when you want to preserve the CSS candidates as simple as possible.

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

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

    Home value issue is overruled by the issue.

    There is nothing intrinsically wrong with overwriting beliefs, CSS was designed to do just that. Even so, inheriting wrong values may be laborious and ineffective. When you 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 power 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, having a thorough understanding of any given component in all breakpoints upfront is necessary for developing simultaneously. This can help identify issues with the design more quickly in the development process. We don’t want to get stuck down a rabbit hole building a complex component for mobile, and then get the designs for desktop and find they are equally complex and incompatible with the HTML we created for the mobile view!

    I encourage you to try this method, even though it won’t work for everyone. 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. Stick to the classic development order if you like to concentrate on the mobile view, understand the requirements for other breakpoints, and prefer to work on multiple devices at once. The key is to find common styles and exceptions so that you can include them in the appropriate stylesheet, which is a manual tree-shaking procedure! Personally, I find this a little easier when working on a component across breakpoints, but that’s by no means a requirement.

    In practice, closed media query ranges

    We overwrite the styles in the traditional mobile-first CSS, but media query ranges can be used to prevent this. To illustrate the difference ( I’m using SCSS for brevity ), let’s assume there are three visual designs:

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

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

    Classic min-width mobile-first

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

    Closed media query range

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

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

    The goal is to: 

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

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

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

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

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

    Bundling versus separating the CSS

    Back in the day, keeping the number of requests to a minimum was very important because the browser's concurrent requests 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. By using a media query, we can separate the CSS into several 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 for 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... WHHY!! 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. The last three CSS files ( print, tablet, and desktop ) are still being downloaded in case they need to be later, but with" Lowest" priority.

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

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

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

    bundled CSS



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

    CSS that is separated



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

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

    Moving on

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

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

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

  • Weekend Favs March 1st

    Weekend Favs March 1st

    Weekend Favs March 1st written by John Jantsch read more at Duct Tape Marketing

    My weekend blog post routine includes posting links to a handful of tools or great content I ran across during the week. I don’t go into depth about the finds, but I encourage you to check them out if they sound interesting. The photo in the post is a favorite for the week from an online […]

    Why Selling Less Could Be the Key to Earning More written by John Jantsch read more at Duct Tape Marketing

    The Duct Tape Marketing Podcast with Chuck Blakeman

    In this episode of the Duct Tape Marketing Podcast, I interviewed Chuck Blakeman, a successful entrepreneur, business advisor, and author of Sell Less, Earn More. Chuck has built 13 businesses across 10 industries and has worked with top companies like Google, Microsoft, and Apple. His approach to business growth challenges the traditional sales mindset, proving that relationship marketing and trust-based sales strategies can generate more revenue than aggressive selling.

    During our conversation, Chuck shared powerful insights on why selling less can actually lead to earning more. He explains how business owners can shift away from outdated sales techniques and instead focus on client acquisition through relationships, referrals, and networking. His strategies help entrepreneurs break free from transactional selling and build sustainable, long-term business success.

    Chuck Blakeman’s fresh take on business development and sales strategy provides a clear roadmap for entrepreneurs looking to earn more with less selling. By prioritizing relationships, referrals, and trust, business owners can ditch aggressive sales tactics and create a more sustainable and enjoyable way to grow their businesses.

    Key Takeaways:

    • Stop Selling, Start Serving – The best way to grow your business is by building relationships and providing value, not pushing sales.
    • Leverage Your Existing Network – Your best clients and referrals often come from people you already know, not cold calls or ads.
    • Trust-Based Sales Work Better – Consumers prefer buying from businesses they trust. Building trust leads to higher conversion rates.
    • The Role of Recency and Frequency – Staying top of mind through consistent, value-driven communication is key to effective small business marketing.
    • Find the Right Partnerships – Instead of chasing individual clients, connect with “lumberjacks”—people who already have access to your ideal customers.
    • Shift from Pain Points to Joy Points – Traditional sales focuses on problems; instead, focus on helping customers achieve their goals and aspirations.

    Chapters:

    • [00:09] Introducing Chuck Blakeman
    • [02:27] What Does Sell Less, Earn More Mean?
    • [03:35] Why Do Business Owners Hate Selling?
    • [06:40] Serve. Don’t Sell.
    • [013:54] Staying Recent and Frequent
    • [15:21] The Four Quadrants of Relationship Marketing
    • [17:21] Getting Started in Relationship Marketing
    • [18:54] Relationship Marketing on Modern Platforms

    More About Mike Ganino: 

    John Jantsch (00:00.776)

    Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Chuck Blakeman. He’s a successful entrepreneur, bestselling author, TEDx speaker and business advisor. built 13 businesses across 10 industries on four continents and has worked with companies like Google, Microsoft and Apple. Today we’re going to talk about his new book, Sell Less, Earn More.

    Double your income in 90 days with people you already know. Sounds like an amazing promise. Chuck, welcome to the show.

    Chuck (00:32.908)

    Thanks, John. Those things always sound like obituaries to me.

    John Jantsch (00:35.444)

    Well, I’ve been doing this a long time and somebody found one of mine that like went back to second grade. It was really painful. at any rate, you know, I want to talk about the book, of course, but I can’t pass over the 13 businesses, 10 industries, four continents. Do you have like the two minute version of what all that was?

    Chuck (00:56.738)

    Sure, yeah. In high school, was left-handed, right-brained, ADHD and dyslexic, and they thought I was stupid. They wanted me to be a tinsmith because nobody knew what ADHD and dyslexic was back then. So I went into the Army. While I was in the Army, I stumbled into doing something for somebody else, and they paid me. And fast forward 45 years later, I had started 13 businesses and 10 industries on four continents. And so, yeah, I guess I have something to offer. But when I graduated from high school, I literally thought I’d be the only kid who wouldn’t get a job.

    John Jantsch (01:26.708)

    Well, so what tell us about at least one of those exits. I mean, is it a, you have a, do you have a good sexy story or were they all just all just meat and potatoes?

    Chuck (01:34.382)

    Yeah, now I’ll give you, everybody has good sexy stories. So I’ll give you the ugly one because nobody ever gives us, we built a business that we bought it for a million. It was pretty much done. It had been losing business for 10 years. We bought it for a million and we grew it to nine and a half million in two years and had to sell it in a fire sale. Because I didn’t understand that when you, the faster you grow, the less money you have. I just assumed that the faster you grow, the more money you have. No, it’s called cashflow.

    John Jantsch (01:58.982)

    Yeah.

    Yeah, yeah.

    Chuck (02:03.822)

    So I had, you know, the books, I’ve written four books now and the books I’ve read, I same most of them. This is not a book I wrote, this is a life I lived, you you just bleed over this stuff. So that was one of them. And then we had some more successful stories than that one.

    John Jantsch (02:13.348)

    Yeah, yeah, yeah.

    John Jantsch (02:19.738)

    Awesome. Well, go into the title of the book, sell less earn more sort of counterintuitive a little bit. You want to explain kind of what the core concept you’re trying to get across there?

    Chuck (02:30.638)

    Yes, John, people have accused me of being counterintuitive and I realized I’m actually not, counter logical. It doesn’t make sense, but intuitively it does make sense. It’s really for this book I wrote because I’m a business owner and I’m a business owner’s advocate and I do all kinds of stuff with business owners. This is the anti-sales book specifically written for business owners, not for salespeople. And these are business owners who are looking for a permanent cure to the common cold call. You know, if you want to stop selling,

    John Jantsch (02:36.072)

    Yeah. Yeah.

    John Jantsch (02:50.066)

    Yeah.

    Chuck (03:00.462)

    and still earn more. This is the right book for you. So we teach people to do the things I did, because I didn’t like selling. It was a rude awakening for me to wake up one morning. If you’re making chairs and they’re piling up in your basement, you figure out, oh no, I actually have to sell these darn things. And you end up doing something you didn’t want to do. Very few business owners go into business to want to sell. So we teach them how to get out of sales and to stop doing it by building relationships with people they already know.

    John Jantsch (03:15.828)

    Right, right.

    John Jantsch (03:31.252)

    So for the, you you hit on a very key point. A lot of people didn’t go into business because they were great at selling and actually end up saying, I hate that part of it. Is there a reason they hated and does it really kind of lie in the way that sales is traditionally thought about and experienced and taught?

    Chuck (03:49.102)

    Yeah, I love your book and I love your approach to things. Absolutely. We inherited this funny thing from the industrial age called selling. Before the factory system, we produced what we needed. By 1850, most factories were producing way more than they needed. So they had to invent selling to sell you stuff you didn’t need. And we call it stabbing strangers with your business card. You’re doing all this kind of crazy stuff to try and gin up sales that people don’t need. Welcome to consumerism.

    John Jantsch (03:57.417)

    Yeah.

    John Jantsch (04:11.806)

    Yeah.

    Chuck (04:18.74)

    Absolutely. goes back to the whole idea that we we were sold this bill of goods, target marketing, selling to strangers, pitching pain points. Why don’t we find somebody’s joy point instead? A cold calls, know, cold calls, the conversation. This is my favorite. hear this all the time. I can, someone very proudly will say to me, I contacted my database. Why don’t you connect with a few people you know?

    John Jantsch (04:26.398)

    Yeah.

    Yeah, yeah.

    John Jantsch (04:42.216)

    Right.

    Chuck (04:47.374)

    There’s a message in those two statements. One is transactional and the other is relational. So we’ve inherited a transactional view of business and sales is the worst aberration of that.

    John Jantsch (04:50.324)

    Sure.

    John Jantsch (05:00.116)

    So I work with lot of consultants, agencies that are, you know, they need three or four more clients or maybe they’re just getting started. And they’re very drawn to the, can have a thousand emails and I can automate a funnel and I can use AI to contact all these people. And I do the same thing. I say, why don’t you just pick up the phone and call five people and see what happens. But people don’t want to do that. They’d rather sit through agonizing days of setting up a funnel.

    Chuck (05:18.83)

    You

    John Jantsch (05:27.208)

    you know, then to actually reach out. how do you get people past that?

    Chuck (05:30.658)

    Yes, so would I. I mean, most business owners, they don’t want to talk to strangers. They love talking to customers, but they don’t want to talk to strangers. Go to networking events. Nobody wants to do that. So how do we get them past the idea? Well, they get themselves past it. Usually they come to the end of themselves either in time or in money because it takes a bucket load of money and time to get all that stuff moving for you. There’s two ways to find clients.

    John Jantsch (05:55.956)

    Yeah, yeah.

    Chuck (05:59.926)

    You can buy them, which is extremely expensive in time and money, or you can pick up the phone and say hello to people. But the key here, John, for me is I’m not asking you to go find people you don’t know that I hate that. What if you could go to a friend and talk to them? call it finding your lumberjacks. What if you, instead of going to the networking forest and finding the next tree and doing all the seasoning you have to do in that relationship, what if you found somebody who’d been to the forest?

    John Jantsch (06:12.116)

    Yeah, Yeah, yeah, yeah, yeah.

    Chuck (06:28.448)

    and had 20 years worth of trees in their database, and they could see the value of giving their customers to you. Make friends with that person you already know and show them the benefit, and off you go.

    John Jantsch (06:39.346)

    Yeah, yeah. So, so…

    There are lot of people that that started business and, you know, they really, again, I coach them. was like, look at your contacts in your database. That’s your, like, you got a hundred people in there. Probably that’s where you start. But then they kind of come to this point of like, yeah, okay. They know me, but like, how do I warm them up? How do I get, how do I get a conversation that actually has something to do with maybe them purchasing or maybe them referring? How do you, how do you do that? How do you get that, that contact who’s not really expecting you to call them and talk to you about your new business?

    Chuck (07:12.486)

    Yeah, the first, the overriding principle of the book, Sell Less Earn More is serve, don’t sell, which you’re all over that. And we teach people specific ways to get involved in that. We have the four buying questions. When you meet with someone individually, I challenge business owners to never talk about their business again in a one-to-one unless they are asked. And almost always I’m asked because I have four buying questions where I’m,

    John Jantsch (07:18.664)

    Yeah. Yeah.

    Chuck (07:41.888)

    asking them about things that have nothing to do with business. I’m showing interest as a human being. And you know, trust is our number one asset. If you don’t have trust, you’re done. So asking for buying questions, how did you get into this business? Where is it taking you? What do you want out of it? And just simple things like that will give them the idea that maybe this person actually cares about me as a human being. The guard goes down. Jeffrey Gitmer made this famous, but was in 1930s. People were saying nobody wants to buy.

    Nobody wants to be sold, everybody wants to buy. The four buying questions flip the script. Don’t talk about your business. Ask them about them as human beings or about their business. Show interest. know, Stephen Covey, seek first to understand rather than be understood. I didn’t make this stuff up. But we get all that and we all say, I understand, but we don’t do it.

    John Jantsch (08:29.555)

    Yeah.

    Chuck (08:35.447)

    What if we actually went in with four buying questions and we didn’t we never we never talked about our business again Unless we were asked I guarantee you will make more money

    John Jantsch (08:44.436)

    Do you want to share those? I mean, are they set questions or they it’s really.

    Chuck (08:47.438)

    Yeah, there’s some questions. they’re really different for individuals, based on whether you’re talking to consumers or businesses. I’ll give you the business to business version. Past is the first question. So you can say something like, so tell me, John, what motivated you to leave your job and get into this business? That’s the past. That’s something John hasn’t thought about for years. It serves John. Why in the world did I do this? then the second one is exactly.

    John Jantsch (09:11.604)

    I couldn’t get a job, that’s why.

    Chuck (09:15.79)

    And the second one is the future. You got that right. The second one is the future. So John, if this is why you got into business, what do you want out of it? What’s your personal long-term desire for this thing? Most business owners never do that. They just figure out, if I make a bucket load of money, somehow I’ll be happy. And we know it doesn’t work. So that serves them to ask that question. And then the third question is present. So past, future, and then present. If this is why you got into it and this is what you want out of it, what’s the one thing?

    We call it bottlenecks. What’s the one thing standing in your way right now to get you to that place that you want to be when you say, this business has really served me? Most business owners are too busy in the day to day to even think about what is the one strategic thing I need to do? I need more customers. I need more space. I need better training. What is the one thing that’s holding me back right now? And then the third, fourth one, if you ever get to, because by then usually they’re asking you questions. But if you get to the fourth one, the fourth one is, John, who’s your perfect client?

    John Jantsch (10:10.568)

    Right.

    Chuck (10:10.794)

    And how could I find, because I want to know who that is so I can send you some of those. So those are the four buying questions. My friend John was a wealth manager. He took our training. We have we’ve been doing this for 20 years. He took our our fast track sales business development training course. And he had at the time he started he had 2200 clients and he was taking home a quarter million dollars a year. Now he has under 20 clients and he takes home way over a million dollars a year.

    John Jantsch (10:37.224)

    Yeah, yeah.

    Chuck (10:38.062)

    because he took the four buying questions and he started using that instead of, me show you what I got. Stop me when you see something like, I got something up the sleeve. got something up. Nobody cares.

    John Jantsch (10:44.66)

    Yeah. So tell me, how much permission do you need for those questions? And the reason I ask that is, you know, I have a lot of what I would, I mean, we all now have very, we all have networks of people who we know, but you know, we’ve never met, we’re connected on LinkedIn, maybe, you know. And so then I get that question where somebody says, what are you most excited about? I’m like,

    Chuck (11:03.426)

    Yeah.

    John Jantsch (11:12.296)

    I’m not telling you what I’m excited about. I mean, how much permission do we need to get into what might feel a little more personal?

    Chuck (11:19.406)

    Well, and that is an intuitive question because you have to read the person across from you and say, is this a person who gets excited about sharing that stuff? So you might have to go a little slower. But in general, I’ve never found anybody who didn’t want to talk about themselves in some way. So even if they, when you ask them why did you get into this business, they won’t tell you because they couldn’t find a job. But they will tell you some other really good stuff about why they got into it because then that’s fine. So tell me whatever you want.

    John Jantsch (11:34.194)

    Yeah.

    Chuck (11:47.81)

    This can sound like an interrogation if you don’t respond. So I’m always ready to say, well, let me tell you how I got into business and with somebody who’s uncomfortable, I’ll do that first. And in one of them, I will say, because I couldn’t get a job. And it just opens them up. So I have to be transparent so they will.

    John Jantsch (11:50.568)

    Yeah, yeah, yeah, yeah.

    Yes.

    Yeah, yeah, yeah.

    Yeah, yeah, yeah. So, I think you really hit on this and not everybody has the emotional quotient for this, quite frankly, but the whole goal is to serve, is not to sell, right? And if you’re coming from that point of view, it eventually comes across, doesn’t it?

    Chuck (12:19.842)

    Yeah, know, people think I make some of this stuff up and then I remind them, Zig Ziglar, 1970s, you know, if you help enough other people get to their goals, you’ll get to yours. You really believe that we all give lip service to these things, but I can show you hundreds, thousands of business owners who have done these things have actually finally actually practiced this with passion and found that, yeah, you know, it actually does work if I just serve other people. I had a one-to-one with a woman once who I was going to do my dog and pony show and she

    John Jantsch (12:24.466)

    Yeah, yeah, yeah.

    Yeah, yeah, yeah, yeah.

    Chuck (12:49.922)

    She showed up and said, hey, I gotta find a babysitter. We just lost our babysitter for our 20th anniversary and it’s four hours from now. We spent 45 minutes finding her a babysitter because that’s what she needed. She didn’t need my dog and pony show. I never talked to her again. A year later, her sister called me and she became a client for two years. I made a lot of money from that meeting because I served the other person. Do we really believe that that’s the way to go?

    John Jantsch (13:00.808)

    Yeah.

    John Jantsch (13:15.144)

    Yeah. And I think it really takes, it really takes not only that serving, but a long-term mindset too, right? I you, you, you, you have seen, this play out. You knew at some time in the future, this babysitting job was going to pay off, didn’t you?

    Chuck (13:20.778)

    It… You got it Johnny.

    Chuck (13:30.274)

    Well, and I know your stuff well, but I don’t know if you actually ever said this, but you live it out. You are a you live out the idea of long term decision making, making decisions based on what will actually help you in the long term, not today. And boy, when we take on that that approach, it is actually harder for the first year because that’s what people think. I’m going to start to doubt if I actually take note, you’d be surprised. But boy, is it freeing to actually think in the long term and to work with people based on what is their long term

    That’s my definition of business love, is putting the interest of the other person, the long-term best interest of that person first.

    John Jantsch (14:01.182)

    Yeah. Yeah.

    John Jantsch (14:07.764)

    So a lot of times when you’re having a conversation with your network, they don’t need anything today. They can’t think of anybody that they could refer you to. Where does this role of like staying top of mind recency frequency? mean, how, how big are part of that?

    Chuck (14:19.042)

    There you go. You just know that we use those two words, recency and frequency, to build any relationship, whether it’s with your dog, your pet orca whale, or your wife, or your friend, you need to be recent and frequent. How recently did you talk to me and how frequently? So we have to have drip systems and we have to have drip systems they actually want to open.

    John Jantsch (14:35.304)

    Yeah.

    Chuck (14:42.594)

    So it’s not about me. I have a realtor who sends me something on a regular basis and I open it because it’s always interesting, fun stuff that I would want to hear. It’s not how great am I as a realtor. And so we have to figure that out and do the recency and frequency. And you put together a simple little drip system. We got Microsoft as a client, $3 million a year client, because for a year and a half, I tickled the guy at Microsoft who was my contact.

    John Jantsch (14:42.696)

    Yeah, right.

    Chuck (15:09.23)

    with everything from a phone call to a press release to once in a while coming out to visit him. And he called me one day and said, hey, I got this press release from you yesterday. I’m glad I did, because I’d forgotten all about you. It’s like, I’ve been pinging you forever, but if you’re not recent and frequent, it’s not going to work. So you got to have that as part of your deal.

    John Jantsch (15:20.648)

    Right.

    John Jantsch (15:25.704)

    Plus, mean, you we’re all overloaded with information. So it’s like, what, what, why one, why did one thing work? Right. It’s because they were ready to hear it that day. Right. Yeah. So you have actually, and I love it when people have frameworks for quadrants of marketing that you talk about, when it comes to relationship marketing, you want to kind of unpack that idea for people.

    Chuck (15:28.397)

    Yes.

    Chuck (15:32.94)

    Yeah. Yes.

    Chuck (15:47.202)

    Yeah, so quadrant number one is advertising. That’s what the big boys use. And quadrant number two is direct mail. Those two are more, or direct marketing. Those two are more the purview of people with a lot of money and not a lot of time. So you can buy a gecko or a duck or a funny comedian and put them on the airways for millions and millions of dollars for years. And we just love, we fall in love with that insurance company because we fell in love with fill in the blank, that you the guy.

    John Jantsch (15:50.792)

    Yep.

    John Jantsch (15:56.254)

    Yeah, yeah.

    John Jantsch (16:15.57)

    Yeah.

    Chuck (16:16.952)

    Good luck with that. I don’t have that kind of money as a business owner. And the second one is direct marketing. That one I can do a little bit more of and a lot more of in some ways, but still it’s expensive. The third quadrant is public relations. We told a guy who wanted to do rugby vacations, set up rugby vacations with a guy and his wife and 30 guys and go on a 10 day vacation in Brazil and play two or three rugby games. We told him, go kick a rugby ball across America.

    He figured out he could get $150,000 in sponsors, and it would take him like three months to kick the ball across, and he’d get news in every town. It’s paid marketing if you do it right. But the one that really works for us is what we call, everybody calls relationship marketing. That’s the one that costs the least amount of money and the most amount of time. But I say this all the time, and you say it in your stuff, you just don’t say it with this phrase, the closer you get to a hug,

    John Jantsch (16:55.694)

    Yeah, yeah, yeah.

    John Jantsch (17:02.088)

    Yeah, yeah.

    Chuck (17:15.202)

    the more likely you are to sell something. So sit across the table from somebody and watch what happens. And again, don’t do it one customer at a time. Find the lumberjack who has all those customers who will just open their database to you. You got 100 people in your database, you’re going to wear them out. He or she has 300, and you have two or three of those, you got a thousand person database. Let’s just do it that way. Make friends with a few people.

    John Jantsch (17:15.432)

    Yeah. Yeah. Yeah. Yeah.

    John Jantsch (17:31.368)

    Yeah.

    John Jantsch (17:39.796)

    So let’s say I am a somebody getting started maybe in a new business. And I come to you and I say, look, I want to get this. I love what you’re talking about. I want to get this going. Like what’s the checklist? Like what are the 10 things I need to do to, to kind of set this in motion? I know it’s not going to happen overnight, but how do I set it in motion?

    Chuck (17:59.15)

    Yeah, so we have a, these are all things I did to build my businesses. We didn’t make anything up to sell on the internet or any of that kind of stuff. We just feel like people need a specific set of tools. So we talk about what we call the lumberjack buying system. It’s a simple way to alliterate the three different places in your database that a person might be living. They’re either a new contact or you’re in a conversation or they’re on the fire or they’re a new client.

    John Jantsch (18:07.08)

    Yeah, yeah.

    John Jantsch (18:16.456)

    Mm-hmm.

    Chuck (18:27.758)

    And then things like gold veins, where you can show up on a regular basis and you’ll see the same people over and over again, very different than networking. And they’re all the ideal clients of yours. Catalyst events, tier three listening, the four buying questions, the four walking in commitments. So there’s some mindset things that people have to do to shift out of the industrial age mindset guilt trip that we’ve been giving, you stabbing people with their business cards. That’s mindset stuff. And then there’s a few simple tools.

    John Jantsch (18:36.243)

    Yeah.

    Eh-heh-heh.

    Chuck (18:57.486)

    that people have. We have a 10 week training course that we use and there’s about six tools that we give people over those 10 weeks. And you don’t have to use all of them. This is one of the other problems with sales is that we give people these really rigid sales processes that are built for nobody or 70 % and not for me.

    John Jantsch (19:08.092)

    Yeah.

    John Jantsch (19:16.744)

    How do some of the newish, been around for a while now, but newish platforms like LinkedIn, how do they play into this game?

    Chuck (19:27.551)

    Yeah, well, you know, 10 years ago, somebody in one of our courses said, I’m going to use LinkedIn to develop my relationships. Right after I had said the closer you get to a hug, the more likely you to tell something. but she went in 10 weeks, she doubled her income by just talking to people on LinkedIn that she knew in alphabetical order, and she didn’t get past E.

    John Jantsch (19:39.132)

    Yeah. Right, right.

    John Jantsch (19:52.446)

    Yeah.

    Chuck (19:53.166)

    Now, if you looked at what she had, she had a lot of good existing relationships on LinkedIn. So it wasn’t a cold call. She was talking to people she already knew. So it doesn’t matter what medium you’re on. I made $100,000 plus in about a year and a half off of Twitter 15 years ago. So you can do that, but it’s still the same principles. Nothing changes. The closer you get to a hug, the more likely you are to sell something. Serve, don’t sell. Tier three listening, it’s all the same.

    John Jantsch (19:58.612)

    Yeah. Yeah.

    John Jantsch (20:22.708)

    Chuck, I appreciate you taking a few moments to stop by. there a place you’d invite people to connect to you to learn more about sell less earn more?

    Chuck (20:29.516)

    Yeah, they can find it on Amazon, sell less, more. They can also go to 3to5club.com, the number 3-T-O-5 club.com, or just find me chuck at cranksetgroup.com. I also have a web page, chuckblakeman.com. So any of that stuff, if you look up Chuck Blakeman, you’re going to find me, unfortunately, if that’s your thing.

    John Jantsch (20:31.614)

    me.

    John Jantsch (20:48.724)

    Awesome. Well, again, I appreciate you stopping by. Hopefully we’ll run into you one of these days out there on the road,

    Chuck (20:55.0)

    Look forward to it, John. Thank you.

    powered by

     

     

  • User Research Is Storytelling

    User Research Is Storytelling

    Ever since I was a boy, I’ve been fascinated with movies. I loved the characters and the excitement—but most of all the stories. I wanted to be an actor. And I believed that I’d get to do the things that Indiana Jones did and go on exciting adventures. I even dreamed up ideas for movies that my friends and I could make and star in. But they never went any further. I did, however, end up working in user experience (UX). Now, I realize that there’s an element of theater to UX—I hadn’t really considered it before, but user research is storytelling. And to get the most out of user research, you need to tell a good story where you bring stakeholders—the product team and decision makers—along and get them interested in learning more.

    Think of your favorite movie. More than likely it follows a three-act structure that’s commonly seen in storytelling: the setup, the conflict, and the resolution. The first act shows what exists today, and it helps you get to know the characters and the challenges and problems that they face. Act two introduces the conflict, where the action is. Here, problems grow or get worse. And the third and final act is the resolution. This is where the issues are resolved and the characters learn and change. I believe that this structure is also a great way to think about user research, and I think that it can be especially helpful in explaining user research to others.

    Use storytelling as a structure to do research

    It’s sad to say, but many have come to see research as being expendable. If budgets or timelines are tight, research tends to be one of the first things to go. Instead of investing in research, some product managers rely on designers or—worse—their own opinion to make the “right” choices for users based on their experience or accepted best practices. That may get teams some of the way, but that approach can so easily miss out on solving users’ real problems. To remain user-centered, this is something we should avoid. User research elevates design. It keeps it on track, pointing to problems and opportunities. Being aware of the issues with your product and reacting to them can help you stay ahead of your competitors.

    In the three-act structure, each act corresponds to a part of the process, and each part is critical to telling the whole story. Let’s look at the different acts and how they align with user research.

    Act one: setup

    The setup is all about understanding the background, and that’s where foundational research comes in. Foundational research (also called generative, discovery, or initial research) helps you understand users and identify their problems. You’re learning about what exists today, the challenges users have, and how the challenges affect them—just like in the movies. To do foundational research, you can conduct contextual inquiries or diary studies (or both!), which can help you start to identify problems as well as opportunities. It doesn’t need to be a huge investment in time or money.

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

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

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

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

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

    Act two: conflict

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

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

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

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

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

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

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

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

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

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

    Act three: resolution

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

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

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

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

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

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

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

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

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

  • To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    To Ignite a Personalization Practice, Run this Prepersonalization Workshop

    Picture this. You’ve joined a squad at your company that’s designing new product features with an emphasis on automation or AI. Or your company has just implemented a personalization engine. Either way, you’re designing with data. Now what? When it comes to designing for personalization, there are many cautionary tales, no overnight successes, and few guides for the perplexed. 

    Between the fantasy of getting it right and the fear of it going wrong—like when we encounter “persofails” in the vein of a company repeatedly imploring everyday consumers to buy additional toilet seats—the personalization gap is real. It’s an especially confounding place to be a digital professional without a map, a compass, or a plan.

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

    But you can ensure that your team has packed its bags sensibly.

    There’s a DIY formula to increase your chances for success. At minimum, you’ll defuse your boss’s irrational exuberance. Before the party you’ll need to effectively prepare.

    We call it prepersonalization.

    Behind the music

    Consider Spotify’s DJ feature, which debuted this past year.

    We’re used to seeing the polished final result of a personalization feature. Before the year-end award, the making-of backstory, or the behind-the-scenes victory lap, a personalized feature had to be conceived, budgeted, and prioritized. Before any personalization feature goes live in your product or service, it lives amid a backlog of worthy ideas for expressing customer experiences more dynamically.

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

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

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

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

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

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

    Set your kitchen timer

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

    The full arc of the wider workshop is threefold:

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

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

    Kickstart: Whet your appetite

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

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

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

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

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

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

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

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

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

    Hit that test kitchen

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

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

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

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

    Verify your ingredients

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

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

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

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

    Compose your recipe

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

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

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

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

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

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

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

    Better kitchens require better architecture

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

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

    You can definitely stand the heat…

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

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

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

  • The Wax and the Wane of the Web

    The Wax and the Wane of the Web

    I offer a single bit of advice to friends and family when they become new parents: When you start to think that you’ve got everything figured out, everything will change. Just as you start to get the hang of feedings, diapers, and regular naps, it’s time for solid food, potty training, and overnight sleeping. When you figure those out, it’s time for preschool and rare naps. The cycle goes on and on.

    The same applies for those of us working in design and development these days. Having worked on the web for almost three decades at this point, I’ve seen the regular wax and wane of ideas, techniques, and technologies. Each time that we as developers and designers get into a regular rhythm, some new idea or technology comes along to shake things up and remake our world.

    How we got here

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

    The birth of web standards

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

    Server-side languages like PHP, Java, and .NET overtook Perl as the predominant back-end processors, and the cgi-bin was tossed in the trash bin. With these better server-side tools came the first era of web applications, starting with content-management systems (particularly in the blogging space with tools like Blogger, Grey Matter, Movable Type, and WordPress). In the mid-2000s, AJAX opened doors for asynchronous interaction between the front end and back end. Suddenly, pages could update their content without needing to reload. A crop of JavaScript frameworks like Prototype, YUI, and jQuery arose to help developers build more reliable client-side interaction across browsers that had wildly varying levels of standards support. Techniques like image replacement let crafty designers and developers display fonts of their choosing. And technologies like Flash made it possible to add animations, games, and even more interactivity.

    These new technologies, standards, and techniques reinvigorated the industry in many ways. Web design flourished as designers and developers explored more diverse styles and layouts. But we still relied on tons of hacks. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes (such as rounded or angled corners) and tiled backgrounds for the appearance of full-length columns (among other hacks). Complicated layouts required all manner of nested floats or absolute positioning (or both). Flash and image replacement for custom fonts was a great start toward varying the typefaces from the big five, but both hacks introduced accessibility and performance problems. And JavaScript libraries made it easy for anyone to add a dash of interaction to pages, although at the cost of doubling or even quadrupling the download size of simple websites.

    The web as software platform

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

    At the same time, mobile devices became more capable, and they gave us internet access in our pockets. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

    This combination of capable mobile devices and powerful development tools contributed to the waxing of social media and other centralized tools for people to connect and consume. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media offered connections on a global scale, with both the good and bad that that entails.

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

    Where we are now

    In the last couple of years, it’s felt like we’ve begun to reach another major inflection point. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. There are many different ways to make a website, from the tried-and-true classic of hosting plain HTML files to static site generators to content management systems of all flavors. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other tools of the IndieWeb can help with this, but they’re still relatively underimplemented and hard to use for the less nerdy. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

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

    Today, with a few commands and a couple of lines of code, we can prototype almost any idea. All the tools that we now have available make it easier than ever to start something new. But the upfront cost that these frameworks may save in initial delivery eventually comes due as upgrading and maintaining them becomes a part of our technical debt.

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

    Where do we go from here?

    Today’s hacks help to shape tomorrow’s standards. And there’s nothing inherently wrong with embracing hacks—for now—to move the present forward. Problems only arise when we’re unwilling to admit that they’re hacks or we hesitate to replace them. So what can we do to create the future we want for the web?

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

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

    Design with care. Whether your craft is code, pixels, or processes, consider the impacts of each decision. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Rather than rushing headlong to “move fast and break things,” use the time saved by modern tools to consider more carefully and design with deliberation.

    Always be learning. If you’re always learning, you’re also growing. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. You might end up focusing on something that won’t matter next year, even if you were to focus solely on learning standards. (Remember XHTML?) But constant learning opens up new connections in your brain, and the hacks that you learn one day may help to inform different experiments another day.

    Play, experiment, and be weird! This web that we’ve built is the ultimate experiment. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be courageous and try new things. Build a playground for ideas. Make goofy experiments in your own mad science lab. Start your own small business. There has never been a more empowering place to be creative, take risks, and explore what we’re capable of.

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

    Go forth and make

    As designers and developers for the web (and beyond), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s imbue our values into the things that we create, and let’s make the web a better place for everyone. Create that thing that only you are uniquely qualified to make. Then share it, make it better, make it again, or make something new. Learn. Make. Share. Grow. Rinse and repeat. Every time you think that you’ve mastered the web, everything will change.