What goes into a user testing script

I have talked before about the benefits of user testing. I have discussed how to user test on a budget. Now, I want to look at some basics that go into every usability test script.

What should go in a usability test script? That largely depends on what you are testing. If you are testing design concepts then your testing will be limited to questions about the navigation and communication of core messages. You could carry out some flash testing but your options are fairly limited.

However, if you are testing a wireframe or version of your site then more options are available. In such cases, the testing is about completion of tasks. For example, could the user find the price of a particular product, or the contact details for a key member of staff.

The choice of tasks to test should be based on key activities that your personas wish to complete. Let me give you an example. Let us say we have a persona called Jane who was considering attending a health spa. The first two pieces of information Jane wants about the spa is price and availability. It is therefore logical that any testing for the spa should include tasks to find this information.

Although what is tested will vary, there is some information that should always be included. Below are highlights from a fictional transcript demonstrating what should always be covered.

Hi Jane. My name is Marcus and I am going to be running the session. Joining me is Paul. I have asked him along to take some notes as we talk. I hope that is okay.

By introducing yourself and others in the room you help to put the user at their ease. Offering coffee can help too! Be sure to explain any recording equipment in the room as this can be intimidating.

The idea of this meeting is to see if we can improve a website that is currently under development. You are going to help us test the site. Its important to understand that we are testing the site and not you. So you can relax!

By explaining to the user that you are testing the site and not them, they will behave more naturally.

I should also explain that there are no right or wrong answers so don’t worry about messing up.

We need you to be honest. If you are struggling with something or don’t like the way it works, say so. You aren’t going to offend anybody.

If the user perceives the session as a test (with right and wrong answers) they will tell you what they think is right, rather than what they feel.

Also, many users are worried about offending the facilitator with negative comments. This is why it is important to stress that you want honest answers and no offense will be taken.

The most important thing to remember is that we need you to explain what you are thinking. Try to think out loud and talk about the various options you are considering. Before you click on any link explain what other options you considered and why you picked the one you did.

Getting the user to articulate their thoughts is fundamental to the success of the session. It cannot be stressed enough. Even though you have explained this up front, you will still need to prompt them throughout the session.

Finally, if you have any questions please feel free to ask. I might not be able to answer them straight away because this could prejudice the testing. However, I will answer them at the end.

It is important to explain why you may not answer their questions during the session. If they do ask questions be sure to address them at the end.

Let’s start off with something easy. Can you tell me a bit about yourself? Tell me about your job?

It is always good to begin a session with some simple personal questions such as family status, age and job title. This helps build the users confidence and provides useful background information.

Tell me a bit about your computer experience. How confident do you feel using a PC? Do you use them for work? What about at home?

How much do you use the internet? What kind of sites do you use regularly and find most useful?

Building up an understanding of the users computer and web experience provides context for the session. It also indicates how representative they are of the target audience.

Okay, lets talk about the site. Its a site for a health spa. Before I show you the site I want to ask about your expectations. What do you think a health spa website should look like and what information would it contain?

It is helpful before revealing the site to ask users about their expectations. If the expectations do not meet the reality it can cause confusion. Asking about expectations also provides opportunity to find out more about what users want from the site.

The session would then continue to address issues specific to the stage of development the website was currently at, This part of the test is primarily either “do they understand what they are seeing” questions or task completion.

109. Rissington?

On Show 109. IE8 divides the web design community, Anton Peck talks about imagery, and the Rissington Podcast crew stand in for Marcus.

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News and events | Anton Peck on imagery | Listener emails

Unfortunately Marcus is not yet back on active duty but does thank you all for your kind support. However, do not fret. You do not have to endure another show of me waffling on by myself. Stepping into Marcus’ still warm shoes are two giants in the world of web design and podcasting. From the infamous Rissington Podcast we have Jon Hicks and John Oxton.

News and events

Microsoft to automatically roll out IE7

First up I was sent an article by several listeners which seems to indicate Microsoft is intending to do an auto-update of Internet explorer on the 12th February.

When IE7 was initially released Microsoft made the decision to make the upgrade to their latest browser optional. So even though a user had requested automatic updates they would not receive IE7 unless they specifically approved it. This decision not to force users to update frustrated those in the web design community who wanted to wave goodbye to the evils of IE6.

However, it would now appear Microsoft has decided to take the plunge and will be rolling out IE7 as part of the automatic update. Not all users are signed up to receive these updates but those who are will be using IE7 from February 12th (if they are not already).

Expect to see a significant decline in IE6 users to your site very soon. Perhaps it will not be long before IE6 follows IE5.

IE8 divides the standards community

Talking of Microsoft and Internet Explorer, probably the biggest story of the week is Microsoft’s plans for IE8.

IE8 promises to be a huge step forward in standards support and has been significantly rebuilt in order to enable this. However, such dramatic changes in their rendering engine comes at a cost. They fear that by becoming more standards compliant they will break many websites which are not built with standards in mind.

The way they have dealt with this problem is to introduce a small piece of code that you drop into your pages which can be used to specify what version of IE your site is designed to work with. The browser then renders the webpage as if it was that version of the browser. So for example you could specify that a page was designed for IE7 and a person viewing the page in IE8 would see the page as if it was rendered in IE7.

If no browser is specified then it defaults to rendering the page in IE7 that way no matter what changes Microsoft make in future browsers legacy sites are still rendered correctly.

What on the face of it seems like a very sensible plan has caused uproar in the web design community. A List Apart and Eric Meyer seem to be generally supporting the principle while many others including the likes of Jeremy Keith strongly object.

One of the main sticking point seems to be that this approach breaks progressive enhancement. In other words I may choose to implement a piece of functionality on my site knowing that it wont currently work in IE7 but does work in other more compliant browsers such as Firefox. If i don’t add this special code when IE8 comes along it will look at my page see the code is absent and so render it as IE7. That means even if IE8 supports the functionality now it wont use it because it is rendering my site as IE7.

Its a complex issue with good arguments on both sides. In next week’s show Eric Meyer and myself will discuss it in more depth.

HTML 5 is coming

Still on the subject of the future of web design we now turn to HTML 5 which has just been released in draft format. Sitepoint provides a nice little summary of what is in and what’s out. There is also a summary of the differences between HTML 4 and 5 which is very useful as well.

I cannot claim to have read the entire specification yet but I have to say what I have seen contains some exciting stuff. Having HTML tags to define common areas like headers, footers and navigation offers some interesting possibilities and its good to see built in support for video and audio.

The big shame is that practical application of this is still a long way off but its nice to know that there is potential there.

Career advice for web designers

Of course all these upcoming technologies wont matter to you if my predications of a couple of weeks ago come true and we all find ourselves without a job! This week I was pleased to discover I was not the only one with a pessimistic attitude towards the coming year. Robert Scoble has posted a entry entitled “what to do if you are laid off in 2008 recession“, which I thought was a particularly cheery title.

Actually it is a really good post with some excellent advice. What I like most about it is that the advice applies as much to a student trying to break into web design for the first time as it does to a out of work professional.

In fact if you are considering a career change of any kind (or have had one forced upon you) then this is a good read.

Advice includes…

  • Spend at least 30% of your day job hunting
  • Start a blog
  • Share your knowledge with the world
  • Demonstrate your skills on youtube
  • Networking
  • Contact web start ups because they are hiring.
  • Volunteer
  • Prioritise friends and family

The list goes on and is definitely worth reading.

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Expert interview: Anton Peck on imagery

Paul: So joining me today, as I said at the start of the show, is Anton Peck. How are you Anton?

Anton Peck: I’m doing great Paul. Thank you.

Paul: It’s good to have you on the show.

Anton Peck: I know. It’s about time isn’t it? *laughs*

Paul: It seems like it’s been a while. We haven’t actually had you on BoagWorld before have we?

Anton Peck: No, no. This is the first time.

Paul: But I’ve known you from… Where did we first meet? Was it South By Southwest?

Anton Peck: Yeah. I think we had sorta done virtual communication before then through email, IM or whatever. But we actually first met at South By Southwest last time.

Paul: Cool. So Anton, tell me and the listeners a little bit about yourself. How do you describe yourself? Do you primarily describe yourself as a web designer or an illustrator?

Anton Peck: That’s a tough call. The illustration is more my fancy, my hobby. It’s where my passion lies but the design is what I’ve been doing for a long time. So it’s sort of my trade of skill.

Paul: I see. So you’re kind of torn between two worlds.

Anton Peck: A little bit.

Paul: But fortunately those two worlds do overlap quite a lot which is why we have you on the show today. We thought it would be good to get Anton in really not to just talk about illustration but to talk about imagery on the web generally as that’s kind of his thing really, amongst many others, because you have a growing reputation. You do art-casts don’t you which are like illustration tutorials? Is that a good way to describe them?

Anton Peck: Yeah, that’s probably a good way to describe them. That is the rumor that I do those isn’t it. I don’t do them as often as I should but I do manage to get them out every once in a while.

Paul: And they are excellent. I have to say, I really do enjoy watching them. So let’s talk a little about imagery on websites and the use of imagery on websites. Let’s start off with a really nebulous and broad question that I guess is pretty impossible to answer but I’m going to ask anyway, which is what makes good imagery for a website? How do you go about picking imagery for a website?

Anton Peck: Well there’s a few things and some of them might seem obvious. First of all the images should complement the content of the website so that the substance isn’t too diluted from its original intent. I know that might seem kinda out there and obvious but it’s probably disappointing and surprising that there’s a lot of website owners that would want to put an image on a website because it’s really pretty or cool.

Paul: I guess it’s important to have imagery that relates to the branding or message you are trying to communicate.

Anton Peck: Right because imagery is meant to support the content rather than take away from it. You don’t want to pull everybody’s focus right away to the images but at the same time you want to support what’s already there. The images should have some interesting quality about them which could mean how well they have been cropped or resized. They should be saved at a pretty decent quality if they are JPEG’s or GIF’s. Not over compressed as they can sometimes diminish the personality of the website. When you go to a website and you see that it’s over compressed it really doesn’t look very good.

Paul: So for a relative newbie, an amateur that’s getting into web design, there’s always this question of GIF vs. JPEG. What do you use and when?

Anton Peck: Well for photographic style images that have a lot of… I would say colours but that’s not quite accurate but more photographic style images I would use JPEG’s. Then for images like logos, things that seem very flat and have a limited palette, maybe go with the GIF’s. Although I tend to do that a little bit less now that PNG’s are finding a little bit more broad support among browsers.

Paul: So do you use PNG’s very much?

Anton Peck: Every so often. They compress nicely especially when you use the adaptive palette which is similar to a GIF format but they can actually get a little bit smaller.

Paul: Cool, yeah. That’s been my experience as well.

Anton Peck: It just gets a little tricky when you are trying to do transparency.

Paul: Yes, exactly.

Anton Peck: That’s a whole other discussion.

Paul: Yeah, I don’t think I’m going to open that can of worms today. So any other tips for selecting good imagery?

Anton Peck: Well I would say it’s got to be appropriate and tasteful of course. So that way you can minimise the risk of offending someone or losing possible business. If you might have a certain sense of humour and want to put something on your website, you might have to watch out for how that might appear to someone else.

Paul: And I guess cultural considerations come in there as well. It’s easy to forget that the worldwide web is worldwide.

Anton Peck: Definitely.

Paul: The next big issue that a lot of people face is this whole kind of stock imagery kind of question. You reach a point where your website’s becoming relatively important to your business or you’re a web designer that’s working for certain clients. At what stage do you say that actually stock imagery isn’t the way to go, perhaps I should be getting something specifically commissioned whether that be commissioned illustrations, commission photography or whatever. It’s a difficult line. What’s your opinion on stock imagery? Is it the devil’s spawn or does it have a place? What do you think?

Anton Peck: No, I think it definitely has a place. It offers a great solution for those trying to find a good quality image when they can’t afford a commissioned photograph.

Paul: So what kinds of site do you use for stock imagery?

Anton Peck: I’ve been a fan of Crestock.com lately.

Paul: Ooo! I haven’t heard of that one.

Anton Peck: Yes and actually they have this huge contest going on where you can win a Mac Pro and all kinds of equipment. It’s a Photoshop contest and I happen to be one of the few judges on that particular site.

Paul: Ahh. So what’s this website again?

Anton Peck: It’s Crestock.com.

Paul: OK. I’ll check that out. Sounds good. So does that do both illustration and photography or…

Anton Peck: Yeah. They have a wide range of different material. They have background textures and you can search for pretty much anything there. A lot of it is user supported so if you even feel that you are a good photographer you can submit your work and see if you can even sell it and make a little bit of money off of it.

Paul: Oh cool. So when selecting stock photography, what should you look for? What should you avoid? The trouble with stock photography is a lot of it can look really similar to one another. What advice would you give about selecting stock imagery?

Anton Peck: Well there’s no real secret to it. There’s not a lot of advice either other than just go through a lot of it. Don’t try to find the very first searches you come across as that would be a higher chance it would be used somewhere else. You want to get a unique image, something that’s probably not as commonly found. It’s always a little disconcerting when you come across a new image that you see on 13 different sites like, “Oh that’s the same image used there”.

Paul: Yeah. It becomes obvious that it’s stock imagery.

Anton Peck: Right. So you want to find that unique image.

Paul: Yeah, couldn’t agree more.

Anton Peck: And the only way to find the perfect, unique image is to just go through a lot of it.

Paul: Yes! Which does take time doesn’t it.

Anton Peck: Certainly.

Paul: When it comes to commissioning stuff is there any particular advice you would give there in regards to briefing the photographer or the illustrator? I mean when somebody commissions you to do a piece of work, what kind of information are you after from them?

Anton Peck: Since they would commission me as an illustrator rather than an actual photographer, I’d mainly look at what they are trying to achieve for their website and how they expect it to support what they’ve done. One of the things that I was gong to talk about for commission photography, even though I’m not one, was the benefits for the websites because you can have a one of a kind image that fits exactly what is needed for the page. A photographer can come out to the business and take photos of the staff and location which is obviously something you can’t do with stock photos.

Paul: Yeah, which obviously makes a huge difference. I think often at times people actually want to see that kind of stuff because on the web you’ve got no way of judging what the company behind the website is really like. So to be able to see real imagery of real people and real locations does add some credibility and trustworthiness to a company. It’s not just somebody working out their back bedroom or whatever.

Anton Peck: Exactly what I was thinking, yes.

Paul: OK so you have a budget. How much difference does it make actually commissioning imagery rather than getting stock imagery. Is there really a difference? Is it really worth going out and getting stuff specifically commissioned?

Anton Peck: I would say if you are looking to get high exposure and if you were a big enough business I would definitely say do it.

Paul: So why is that? What difference does it make?

Anton Peck: Well that’s exactly what I mentioned earlier. It’s the one image that you are going to own or the website is going to own and it’s not going to be found anywhere else. Completely unique.

Paul: You do feel that when you go through these thousands and thousands of stock images that “Well, it’s pretty much unique. Who else is going to use it?” but it’s amazing how often images turn up. I’ve got a little program that changes my desktop image on a regular basis and I’ve had this really nice one that I loved and kept for a while which was a cityscape of London that had been made all futuristic and I thought “Wow! What a great image”. And then I’m going on the tube and there’s the same image plastered across the wall. It’s amazing how often they do turn up again.

Anton Peck: Yeah it’s takes away a little bit doesn’t it?

Paul: Yeah definitely. Definitely. You’re an illustrator, let’s get onto the role of illustration. What advances or disadvantages do you think that illustration has over photography. When should you be using photography, when should you be using illustration?

Anton Peck: Illustration’s gonna provide a whole different type of personality to a website that you can never find in a photo. You can create situations, objects, environments that would either be too expensive to reproduce or they just don’t exist in the real world. Things that you just can’t do with a photograph. Again, that’s going to have to be through the interview of the illustrator trying to describe whether the job is appropriate or not. Actually that would be up to the art director trying to commission to decide whether they need an illustrator or a photographer. But custom website illustrations are so unique right now. When you do have a custom illustration it stands out a great deal more than a photograph. I think one of the greatest examples that stands out on the top of my mind would be Andy Clark’s website with Kevin Cornell’s image that he did of that scooterboy, the guy on the scooter.

Paul: Yeah, it looks superb. That’s stuffandnonense.com, if I remember.

Anton Peck: .co.uk

Paul: Oh .co.uk. Well check that out.

Anton Peck: Just try to imagine if Andy would have reproduced that with a photograph. It wouldn’t have the same personality I don’t think. He wouldn’t have been able to pull it off.

Paul: So do you think that photography has less personality generally or is it just the stock photography that has less personality?

Anton Peck: I wouldn’t call it a more or less personality thing as much it would be a different type of personality. It depends on what you’ve going for.

Paul: Do you think there’s some situations where illustration just isn’t appropriate because it would create the wrong kind of personality or is illustration flexible enough to be able to work in most situations?

Anton Peck: No I think illustration is not appropriate for everything. I think there’s probably a time and a place where an illustration is not going to do the job of a photograph. The photograph tends to look a little bit more… I was going to say professional but I don’t think that’s the word for it. There’s a sort of business approach… I don’t know. Illustration is very personal. It’s one of a kind. It seems that if you have a corporation maybe an illustration isn’t going to work unless it’s a certain kind of illustration.

Paul: Yeah I kind of know what you mean. There’s something… A photograph has a kind of… trustworthiness isn’t the right word but a realism to it perhaps that lends itself to certain circumstances.

Anton Peck: Definitely. It’s really hard to distinguish between the two. It would really boil down to the specific case that it was going to be used.

Paul: Tell us a little bit about some of the different types of illustration and why you would pick when. Obviously every kind of illustrator has very different styles but are they any kinds of broad categories you would recommend in certain circumstances?

Anton Peck: Well, let me think off the top of my head. It seems like you have a real nice vector, flowery styles with flat colours like Veerle. Her work is fabulous and it’s all Illustrator. Her style is just so unique. Then I think of Kevin Cornell. His style is so organic and painted. Then there’s styles like my own. I tend to learn for more photorealism in some cases. My own personal gallery doesn’t lean that way too much. There’s a few different styles out there and it’s hard to say when it’s going to be used properly.

Paul: Do you think that some styles date more quickly than others? You talked about that flowery style where you see a lot of art deco type shapes being used on the web at the moment. Do you think that illustration goes through more fashion trends than photograph does?

Anton Peck: I would venture to say yes and in a way. However like all fashion trends, it always comes back. Right now the big popular thing is artwork that looks like it’s straight from the 70′s. The muted brown colours and the nice organic curves, swirls and circles, things like that. Those are going over quite well I think.

Paul: It’s interesting isn’t it. I think there some sites that need to be fashion conscious and on the cutting edge of what’s going on and there are others that need to be generic and long lasting. It very depends on what kind of industry you are in as whether you should follow these trends or not I guess.

Anton Peck: Right. Or then if it seems to expire then you can just change it out and get a new one.

Paul: The glory of CSS, the separation of content from design.

Anton Peck: Absolutely.

Paul: OK Anton. Thank you very much for coming on the show. It’s really interesting that we haven’t tackled the discussion of imagery before.

Anton Peck: I did have one real quick public service announce if you’ll let me have another minute.

Paul: Yeah, go for it.

Anton Peck: For your listeners I’m wanted to just bring up that they shouldn’t take images, and I know it’s kind of obvious, take images from fountain sites or Flickr or Google Image search. That’s just bad practice and they are normally just going to get found out and it’s not a very nice thing to do. If they find images on sites that they like, they can contact the owner to obtain permission.

Paul: And it’s surprising. Often the owners are very happy and flexible to accommodate that. If you take the time to contact them they are often very flattered that you asked. Good piece of advice. OK thank you very much Anton and we’ll get you back on the show again in the future. Good to talk to you.

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Listeners email:

Textmate reviewed

Teifion shares his thoughts on Textmate for the mac, an incredibly powerful text editor with a sophisticated plug-in architecture.

I have to confess that I have only opened Textmate once and found myself unsure where to begin. I do know however that Teifion and many other web developers rate it extremely highly and use it as their primary development tool. In the show I pick Mr Hicks and Oxton’s collective brains about its benefits and whether I should make the effort to learn it properly.

Javascript or JQuery

The second listener contribution comes from Will who writes…

I was listening to your last one and you said it would be important to learn javascript for 2008. I know bits of javascript but don’t particularly like it and don’t know ajax yet, however, I have been playing with jQuery and find it much simpler. Do you think it’s a good alternative to learning all of javascript and have you used it at all?

Personally I think it is important to learn a language from scratch and that relying too heavily on libraries can cause problems in the long run. Although there is nothing wrong with you learning jQuery I would suggest it should be an addition to learning Javascript rather than a replacement.

If you want to know if Mr Oxton and Hicks disagree with me you will have to listen to the show :)

To leave an audio comment for the show skype “boagworldshow” or call +44 20 8133 5122.

107. Running to keep up

On show 107: What should you be learning about in 2008, Jason Beaird on web design basics and how to deal with portfolio pages.

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News and events

Setting expectations

Our first news story today is an article on working with your clients. Specifically it focuses on the subject of setting your clients expectations and clearly communicating with them.

We all work for somebody. We all have clients in some form. Whether our clients are other companies or simply our boss we all know the feeling when they seem to expect something which we believed we never promised.

This article looks at two ways of managing this kind of scenario. First be diligent up front. As the article says…

Setting expectations isn’t difficult, or mysterious, but it does take time and you have to be diligent about it.

Second it suggests being consistent. That doesn’t mean you are inflexible. It means that you need to be consistent in your communications throughout a project. If goal posts move, it is important that you explain the ramifications.

The principles of this article are universally applicable. So whoever you are take a few minutes to check it out.

Great websites do, not say

The next post I found falls into the category of “it’s funny because it’s true”. It’s a post by one of my favourite bloggers Gerry McGovern who seems to rant against websites that spend more time talking about user experience rather than offering it. He begins his rant by focusing on welcome copy…

I don’t want to pass meaningless pleasantries with your website. I don’t want to shake its hand. Or talk about the weather. I’m at your website for a reason. I’m in a hurry. I’m impatient. So kill the welcome, please.

He goes on to criticise sites that waste valuable copy explaining how easy their sites are…

If it’s really easy, why are you telling me it’s really easy and quick? For starters, you’ve wasted my time by making me read your meaningless sentence.

If you ever write copy for websites then you should read this post. If you don’t then check it out anyway if only for the pure entertainment value.

CSS: The All-Expandable Box

My final suggestion for your reading pleasure is a post on the Web Designers Wall entitled The All-Expandable Box. This solves a problem which I encounter all the time.

As you will know if you listen to this show regularly I am a great fan of using ems for typography. I like the idea users can resize their text to suit their own requirements.

The downside of this approach is that it can quickly break designs especially when text is contained within a box. The box will naturally expand vertically but not horizontally. The result is that you loose control of line length. Enabling the whole interface to expand including the box itself is very useful. This article shows you how.

Its a nice clean technique that should act as a building block for much more complex things. So if you are considering doing more ems based design then this should be a nice starting point.

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Feature: Where to focus in 08

As web designers we are all busy people. We are in such a fast moving sector that it can be hard to know what is worthy of our attention. Should we be focusing on Silverlight or brushing up on Javascript? Learning Rails or grappling with mobile devices? This week I want to share my thoughts of where you should be focusing your energies in 2008.

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Expert interview: Jason Beaird on design basics

Paul Boag: Joining me today is Jason beard author of an incredibly useful and wonderful book that I’ve really come to love. That’s – How would you describe it? Is it a basic introduction to designing?

Jason Beaird: It’s a basic introduction to graphic design principles. The book was really first intended for web developers in fact the initial working title was web design for developers and it kind of expanded into just a introduction to graphic design principles for anybody not just for developers, not people already creating websites. But anybody interested in design really.

Paul Boag: Mmm what’s so great about it is that you’ve kind of really taken time to go over the basic principle of creating a beautiful website. Which I guess is the title of the book, “The Principles of beautiful of web design” that’s the title isn’t it?

Jason Beaird: That’s correct.

Paul Boag: I really should have it in front of me shouldn’t I [Jason laughs] Oh but you’ve got to be fairly impressed that I knew that of the top of my head.

Jason Beaird: I’m just impressed that you have a copy yourself.

Paul Boag: Well yes I do. And it’s good because a lot of people that listen to this show are not necessarily professional designers we have a lot of people who listen to the show who are website owners but have to do a bit of design in order to maintain their site. We’ve got Developers that developing applications and having to do some design as part of that and we’ve also got people who probably are designers but not full time so are interested in how the professionals go about doing these things. So it’s a really good book for the boagworld listeners and why I’ve been so desperate to get you on the show for so long Jason, so it’s good to have you Jason.

Jason Beaird: So everybody laughs along.

Paul Boag: Well you’re a busy man; you’ve got a lot to do. So I thought what we would basically do is take the chapters from the book and maybe pick out some of the basic principles from each of those chapter and get you to talk about them little bit. So the chapters in your book are layout and composition, colour, texture, typography and imagery and that for a start made me very enthusiastic. Because it’s like really obvious, basic stuff that here are the main issues you are going to come across from a design prospective and you know we’re going to do a chapter on each which I just thought very refreshing and very logical and that’s good. So let’s kick off with layout and composition so tell us a bit about some of the stuff you cover in that chapter maybe and some of the basic principles that non-designers need to know about.

Jason Beaird: Well the entire book is really just basics, in my opinion. It’s just stuff that a lot of people think designers have as intuition and really it’s just stuff you can learn and learning these principle is like learning how to hand code. Really you can a website using a WYSIWYG but understanding the tags and selectors allows you to see inside and know what’s going on. And these are just basic. But really this is going to be the fire hose version of the book.

< p>Paul Boag: Yeah, I’m asking you to compress the entire book into about 20-30 minutes. [Both laugh]

Jason Beaird: I’ll give it a shot. We’ll start out with layout, some of the main principles of graphic design theory is balance, unity and emphasis and learning how to take all three of those and use them effectively in a layout is a pretty good place to start, from a layout prospective. By balance I mean symmetry. Is it divided right down the middle, or does it still feel balanced even though it’s divided into columns? By unity I mean do the elements of the website feel like they are one cohesive thing. You know does it feel like it’s a singular unit rather than a bunch of different bits. Then emphasis obviously is about creating a focal point on the page. And keeping that focal point and understanding where people are going to look and why they are going to look there and so there there’s different ways to create all three of those things. One thing I talked about in the first chapter about balance and creating balance is design proportion which some people call the golden mean or the golden ratio. Really it’s just a rule that if you divide a width by 1.62 just a number called Phi** you get a pleasing proportionate division. And so to make that simpler it can also be known as the rule of thirds. If you divide something by thirds it’s pretty close to the 1/ 1.62 ratio and you can come up with a pleasing kind of division for a navigation column and content area by using that kind of division. But really that’s sort of an overview.

< p>Paul Boag: Yeah, I wonder why the rule of thirds works, did you find out anything in your research about why that is pleasing?

Jason Beaird: I didn’t really find out a whole lot of solid information about it. But there is some out there, pythagorans noticed that it was a very common division in nature things like with leaves and shells had the same division and ratio and then started to develop the concept that anything designed around that is designing around nature so is therefore designing around gods design so you know. So the Romans and the Greeks built there some of their architecture on the golden ratio, the golden mean it’s a stable of graphic design since those times.

Paul Boag: Yeah and it really does work. I remember even back in Art College when I was being taught photography the same principles apply to photography composition you know or really anything you do, whether its print design or web design. So yeah the rule of thirds I think is a good one to take away.

Jason Beaird: Yep.

Paul Boag: Ok, what about colour tells us a little bit about colour because that’s a huge subject that people have written entire books on and you had one chapter so what did you chose to pick out on the subject of colour?

Jason Beaird: That’s the important thing to remember about these chapters is that there are entire books dedicated to each. I feel like was already trying to squeeze it already into the book. But with colour I think the most important thing to remember is that people’s perception of colour depend on their own personal experiences and cultural like right now, red and green means Christmas, for most Americans and most people around the globe whether they believe in that or not it’s just something that we’ve been exposed to so much that that’s the way we see it.

Paul Boag: Yeah.

Jason Beaird: But beyond those personal perceptions and traditional perceptions it’s good to know that there are ways to align colours where you really can’t make too big a mistake. [Laughs] and that are using a colour wheel and to rely on colour schemes that exist. With any rule it can be broken for whatever purpose you want but it’s good to know what the good colour choices look like before you start making your own and relying on color schemes or a colour wheel is a good way to get started.

Paul Boag: I think when you talk about these rules exist to be broken, ok that’s true but the kind of audience you are trying to reach, maybe a non-designer audience kind of playing safe is kind of always a good way to go.

Jason Beaird: That’s true.

Paul Boag: And you know using a colour wheels and stuff. Don’t you also mention in the book about finding a photograph that you like and or is that somewhere else, that might be somewhere else but it’s a nice idea anyway, taking a photograph and extracting the colours from that. I think is quite a nice way of doing it as well. Have you ever tried that?

Jason Beaird:I have tried that, I use that quite often. I don’t know if I mentioned that in the book or not. I mention a few other software based colour chooses and one that come out around the time I was writing the book that I didn’t get a chance to include was adobe kuler, at

Paul Boag: Yeah I think using a tool like that is very handy indeed. Because let’s face it we perceive colour in slightly different ways and what is it one in ten or is it one in 20 men are colour blind anyway.

Jason Beaird: I believe it’s 1 in 10 have slight colour blindness where they can’t tell, usually a red green; where they can’t tell the difference between red and green. Yeah so I mean yes, using a tool is a good idea if you are not a designer who’s really confident in colour.

Paul Boag: Now what about the subject of texture that was an interesting one I was quite interested that that was included in the chapter listings. And I, I intuitively do stuff with texture but I’ve never really thought about it that much so tell us a little bit about why you decided to include that and what advice would you give?

Jason Beaird: That for me was probably one of the hardest chapters to write because it was a lot of intuition and I like to use texture a lot in my own designs and I think that where truly the design begins. But there is not much principle wise to it. You can talk about points and lines and shape and that’s where all visual effects begin. But texture is really about creating a tactile quality and a theme for you website. Whether that is a smooth shape like apple computer with rounded corners and glossy buttons or whether that is a wicked worn look with a brick texture or something that makes it look nostalgia or old or whatever feel you want to create you can do that with texture. And I was trying to just convey that in that chapter.

Paul Boag: Yeah I mean texture kind a gives character to the site in many ways doesn’t it from the kind of grunge look you get through to the highly reflective look, or like what you say, sites like Apple. So what kind of, you talked about points and lines and perhaps you could explain some of those concepts to us.

Jason Beaird: Right you can create any kind of visual effect with just points. I showed an example; a picture of my cat, abbie, created with a dot matrix printer kind of effect on it. It’s just points. And then you can move in and use lines and shapes. It’s just important to remember that lines can create movement, horizontal line doesn’t have as much movement as say a diagonal line or vertical lines lead you up and down the page. It’s important to remember eye movement when you are creating textures. But really it’s just like what I said about creating a tactile quality and theme for the website.

Paul Boag: So as far as people may be, say a developer who has just developed an application and he needs it to look kind of half decent but doesn’t want to do anything too risky incase he screws it up and he’s not a designer. I mean what kind of advice do you give a person like that? Do you encourage them, probably best to stay away from doing too much textual stuff or is that something you should get into?

Jason Beaird: I think it’s something you should think about. Texture can easily be overdone and it can become goofy and silly rather than being professional. And I think it’s just in moderation. The thing to remember is to not leave your website backgrounds on div’s, backgrounds colors on div’s. Create some kind of texture, feel to it, whether that’s rounded corners or whether to go for the minimal stick where you don’t really use background images but rely on negative space. It’s just the fact of going beyond the standard HTML look. I mean obviously with style sheets you can’t just leave it un-styled because it’s styled content has no structure to it any more because, we’ve taken out the tables we’ve taken out the design in HTML and now we are relying on style sheets, so now you really have to build something up. That’s good I think, it makes people think about texture and all these typography, colour all these elements of design. But to think about it and just go beyond the basics. Just try to recreate something that you already like, picture wise, that doesn’t mean stealing the design but looking at another website you think captures the professional look and feel that you are going for and try to recreate that in your website.

Paul Boag: Yeah, it’s interesting that you talk about looking for inspiration. What kind of advice do you give people for a good place to look, should they just be looking at other websites or should they be looking beyond the web a bit?

Jason Beaird: I really believe that people need to look beyond the web. One of the tags for this book is that you don’t need to go to art school to design great looking websites and well I was kind scared of that headline, that professors from collage would hate me for it. [Paul laugh] It’s really true because if you have a passion for it, it will draw an inspiration from all sorts of sources whether it is architecture, or goofy things like traffic patterns or a door that you see, anything really can really inspire a look and feel to a website. Jonathan Stickler wrote an article about how he was inspired by an art deco building and that’s what gave him the design idea for his current website design.

Paul Boag:Yeah, and I thinks that particularly true when it comes to texture and colour as well as you can see textures and colors around you in everything from a plant pot through to a magazine so yeah.

Jason Beaird: One of the other big things from going through a collage art programs is that if you go to school for graphic design you’re not just going to school for graphic design you actually have to take all the traditional art classes, painting, drawing, pottery sometimes, a lot of history and really the reason for that is to create a foundation to a visual exposure to art. So you have this vocabulary and this experience pool to draw from when you are creating other designs.

Paul Boag: You mentioned earlier, negative space when you were talking about texture as another kind of approach to things. Negative space is something I think designers always throw around; it’s a term that we like to use quite a lot. But it’s not something we ever kind of explain. Just spend a couple of minutes explaining how negative space works and why it’s so important, if you would.

Jason Beaird: Negative space is important because it allows you eye to move around things if you had a page completely crammed with text you wouldn’t have any focal point to start with apart from the top of the page. Our eyes usually gravitate towards the center of the composition, so if you think about that you can have an element something around the center of the composition that can lead you to another element. Negative space is really a tool for moving the eye around.

Paul Boag: Right.

Jason Beaird: If you have, like I said before diagonal lines create movement. If you have diagonal lines that move you up towards something else. I gave a few examples in the book; it’s hard to talk about it with having any visuals.

Paul Boag: Yeah I know. It’s frustrating isn’t it? I really sometimes, I really regret doing an audio podcast, it’s a bad choice. [laughs] Ok, let’s look at the subject of typography. I’m guessing it must have been a hard chapter to write because A) typography is a massive subject and B) typography on the web is quite a tricky area. It’s kind of easy to almost easy, as a non-designer, to dismiss typography by going; well there are only about 4 fonts I’m allowed to use anyway so therefore typography on the web doesn’t exist. Why is that wrong, why is that not the truth and how did you squeeze a chapter out of this.

Jason Beaird: Well just like a lot of the chapters there are a lot of books on the subject of typography that go way beyond our experience with web or even print graphic design that go way back to the roots of communication and that’s really what typography is about. Its communication and all websites you’re trying to communicate something so if you can’t do that with pictures and ideas you have to do that with words so the way those words appear to people should become part of your design. It’s on hard with the state that it’s in with the web, having a limited palette of fonts to choose from. But at the same time it’s a good thing, I think for the novice because even though we are limited to this certain number of fonts that everybody has in their computers. Most of those fonts aside from comic sans are decent [laughs] for body text and things like that. The most important thing to remember is that there are other fonts out there and to have sensitivity towards things like spacing between lines and the vertical rhythm. Vertical rhythm isn’t something I talked about in my book because I thought it was an advanced subject but right after the book was published it sort of exploded into a big topic in web design and there’s a lot great articles out there written by other great web designers about vertical rhythm and how that affects your typography.

Paul Boag: So what is vertical rhythm for those that don’t know?

Jason Beaird: Vertical rhythm is just creating a space between your lines that kind of matches up throughout the website so that the spacing in the lines in your navigation area and the spacing in your lines in the content area kind of line up and their not just randomly spaced apart so you get weird alignments between things. It’s creating vertical rhythm, it itself is a good description; you’re creating a rhythm or pattern for your eye to follow down the page.

Paul Boag: So it’s all about basically making sure multiple typographic elements across columns have some kind of relationship to one another and that they are not just higaty pigaty all over the place.

Jason Beaird: That s the way I understand it, that’s the way I think of it is it’s really about creating a pattern and paying attention to the way the text lines up.

Paul Boag: So whatever, bearing in mind that we are limited to such a small set of fonts. What sort of basic advice would you give to someone starting on in web typography. You mentioned line spacing, what are you getting at there?

Jason Beaird: The default line spacing for HTML is very tight. And with tight text like that it’s kind of hard to read And also thinking about the width of the text you are reading . When you are reading a newspaper article or a magazine article the reason the columns are so narrow is because it’s easy, or a book even, it’s easy for your eye to scan a certain width of text and it’s easy for your eye to move to the next line if there is a little bit of space between it. And if you kind of know those basic concepts you can make it a little more pleasing to read that the default set up for typography on the web.

Paul Boag: Yeah, because especially if you’ve got a fluid site you can end up with ridiculously long line lengths if you don’t.

Jason Beaird: Right and I think that’s a lot of the beef people have with fluid layouts is that not only are you taking power from the graphic designer but you’ll also making line widths that are incredibly hard to read. But in my opinion if the user is comfortable expanding the site out to that width, and it’s readable having the line width that long, then obviously they don’t have a problem with it. But you should sort of leave that up to the user if you can. But it’s been proven that it’s easier to read text that’s been set to a certain width.

Paul Boag: Are there certain type faces that are better suited to kind of headings in preference to body’s and vice versa?

Jason Beaird: Well with body text, traditionally it use to be that body text for books and that were set to times or serif fonts because the serifs sort of lead your eye to the next character, but because of the resolution we have with the monitors and the way the text is being presented it’s actually been proven that sans serif fonts are better, fonts like Arial and Helvetica, are easier to read in smaller sizes because you don’t get the kind of resolution, the kind of detail that you get with printed type. And now that’s changing, we’re getting higher and higher resolutions in displays so maybe that will change in the future. But it’s just important to know those kinds of idea when choosing the body type for your website. But when you are choosing a heading, when you’ve got something that is very large it really just matters how the text displays and because you can use images and because you can use things like (scalable Inman Flash Replacement) sIFR to display another font besides the standard 6 or 7 fonts that are available – I call it the ok 5 9 [laughs] that are available across the Mac and web computers, Mac and PC computers sorry. You can choose other fonts that are outside those fonts to use for headers or areas where you want to give a little more design appeal. So there is a world of fonts out there, some good, some corny, that are available, some free and some very expensive that you can use for the headline on your website and it’s just important to be aware of those other fonts. I gave a few resources for free fonts I like www.1001 fonts.com is a good place to go for licensed fonts is a great font boundary, there is just a lot of fonts makers that make excellent fonts, not just for printed material like books but for web designers and people working on the web should be aware as well.

Paul Boag: Cool. So the last chapter in your book talks about imagery and I’m fascinated, and I have to confess that I haven’t read that chapter yet, so I’m kind of fascinated to know what you cover in that chapter as far as using imagery on the web. What kind of advice do you give?

Jason Beaird: Well the imagery. The graphic design doesn’t stop creating the frame around the website. It’s also about formatting the inside which is kind of difficult when you give the power to the user, give them content management. But choosing supporting content imagery is one thing that can really enhance the user experience of the web site. And finding and creating supporting imagery for awebsite content can be very difficult if you don’t know where to look or if you’re not a good illustrator or if you are not good at Photoshop. So I just try to give a basic primer on finding this type of supporting imagery and if you find an image that might work, how to tweak it to work for your needs. I just wanted to give a basic intro to using stock photo sites like iPhoto or stock photo exchange which is sxc.hu is a free stock photography site that is really great it has a lot of images. Finding images and then using them in your site is one way to really enhance the experience for your user, beyond that also I try to warn people from stealing images from Google and stop using the stock images and stock photography that we are all use to seeing in most free publication. I mean really here are a lot of stock images that have been created; the guy with the light bulb over his head, the hands holding the tree that’s growing in the soil in the persons hands. These are clique in the stock photography world you have to be aware when choosing images, to enhance the user experience.

Paul Boag: Yeah, yeah, defiantly , did you cover any of the technical aspects of compressing images or whether to go gif or jpeg and that kind of thing.

Jason Beaird: Yeah I did give a quick primer on jpegs, gifs and pings. And just a quick for everybody, if you are using a photo you obviously want to use a jpeg because usually with photos you usually have a lot of different tones and images. And gifs and pings the file space is based on the number of colours in the image. If you are using an icon type thing or a colour field where you have a limited number of colours then gif or pings are the way to go. And choosing between gifs and pings is really all about choosing between the types of transparency you want to have. Internet explorer 6 and below doesn’t support alpha transparency where you have a sort of gradient from opaque to transparent it just supports on an off. So with pings if you have transparency then you get a pink halo around them. Areas where there is transparency you can’t see it, now there are fixes for that but it’s kind of hacky still and for that reason people still hang onto the good old gif format which has transparency and unfortunately also has animation. [Both laugh]

Paul Boag: So is that one of your rules? Never ever use animated gifs?

Jason Beaird: Actually no it’s not, because I’ve used animated gifs even on my own site if you go to my site jasongraphics.com and hover over the logo it was sort of an experiment toy to play with I was designing my current layout, it was a sliding door type image where I’ve got the still part of the Jason graphics logo and then when you move over it jumps up, the position of the image jumps up so you see the animated moving, like sunrays over the logo. So that’s an animated gif and I’m not ashamed of that. But I think that animated gifs in a lot of ways degrade the professionalism of a lot of websites.

Paul Boag: It sounds a superb book, for anyone that’s not from a design background. Where can they get a hold of a copy, where can they find out more about it, how can they buy it I guess is the next question?

Jason Beaird: Well I’d love you to buy it.

Paul Boag: Obviously.

Jason Beaird: I set a little promo site for the book at www.principlesofbeautifulwebdesign.com were you can kind of hover over, I did a fun little thing where if you hover over each of the chapter names it sort of point s out in the website design itself how the things play a part of the design I made for the promo site.

Paul Boag: Oh cool.

Jason Beaird: Beyond that amazon.com has a good price for the book usually and you can go of course to site point.com to buy directly from them, and most people prefer to do is buy directly from Sitepoint. They sent you lots of emails about books that are coming out and specials. A lot of people are big fans of Sitepoint. I really like them a lot too.

Paul Boag: Yeah if you haven’t checked out Sitepoint before, then it’s worth saying that they are a lot more than a book publisher they have got a huge site with tons of great articles of all aspects of web design and a really active forum as well.

Jason Beaird: The forums are a great place to get involved and a great place to learn new things.

Paul Boag: Thank you so much for coming on the show I can’t say I normally get people on the show to pimp their book and to be honest that wasn’t what I originally ask you to do either. But the more I think about it the more I’ll looked at it, the more I think it’s a perfect book for a lot people that listen to this show if you are starting out in any form of design and don’t come from a design background then I can highly recommend this is a book to check out. Jason, we’ll get you back again in the future no doubt and make you cover some of these things in more depth. But for now thanks you very much for being on the show.

Jason Beaird: I appreciate it, it’s like being on the Dave Letterman show or the Conon O’Brien [Paul laughs] it’s like a status symbol. But I’m glad to be here and thanks for having me on the show.

Paul Boag: Thanks very much.

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Listeners email:

A excellent wire-framing tool

Robin:I’m a part-time web developer, committed to web standards, one day I’d like to make it my job. I’m a regular listener of boagworld in my car (traffic jam) going to work.

Remembering your discussion with Marcus about wire-framing (Powerpoint or Visio) i just came across this product: http://www.axure.com/demo.aspx. Looks spectacular although much to expensive for me (still).

Keep up the good work.

Building an online portfolio

Sultan:On the Headscape website I notice you have “related links” and “related pages”. What is the logic of that?

Also in your portfolio section when I click on a thumbnail why don’t you guys link to the actual sites rather than to a screen shot?

First of all let me say there is a lot about the Headscape website which I don’t like. It was built a while ago and our thinking has moved on.

One example of this is related pages and links. The logic was that related pages referred to other pages on the same website. Related links where external links to third parties. However in hindsight I don’t think that is a very clear distinction and should probably be changed.

I am however more happy with what we have done in our portfolio section. We have several reasons for the decision to link to screen shots rather than live sites. These include…

  • Some of the sites are intranets and not available to the public
  • Some sites had limited shelf life and are no longer available
  • We wanted the user to be able to click through multiples sites in quick succession

However, the primary reason is that clients often make significant alternations to the sites we deliver. After the end of the project we simply cannot guarantee that the quality of design and code will be maintained and so prefer not to directly link to the sites.

I am not suggesting that this is the right decision however it is the course of action we have chosen for Headscape.

Show 102: Worktime blues

On this week’s show: Paul looks at why you should have a training budget and how to spend it. Marcus looks at capturing requirements and Roo Reynolds introduces us to the possibilities of virtual worlds and their impact on web design.

Download this show.

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News and events | Marcus Requirements capture | Paul: Spending the training budget | Roo Reynolds on virtual worlds | Question of the week

News and events

10 Absolute “Nos!” for Freelancers

I know that many of the people that listen to the boagworld podcast are freelancers so I keep an eye out for stories that appeal to this group. I was therefore drawn to an article in my news reader entitled 10 Absolute “Nos!” for freelancers. It’s a great article that lists 10 questions asked by clients to which the answer should always be no.

The questions include classics such as “Can you show me a mock-up to help us choose a designer/developer?”, “Can I pay for my e-commerce site from my website sales?” and “Can I just pay the whole amount when it’s done?”. Almost without exception I agreed with every item on this list. The only exception is “Will you register and host my site?” because I think a lot of clients expect this even if it is a pain in the arse. Of course, the fact that I work for an agency rather than as a freelancer could be colouring my view on this one. However, whether you are a freelancer, an agency employee or just an enthusiastic amateur this is all good advice.

Making the most of working with designers

Adaptive Path are an agency I really admire. Not only do they produce some cutting edge work they are also some of the foremost thinkers in the world of web design. I was therefore understandably interested when one of their clients recently asked them how to make the most of working with a design agency.

The resulting blog post called “Making the Most of a Design Engagement” is a fascinating collection of tips that is definitely worth a read.

The subject of how an agency and client engage is something that I have posted on a number of times [1], [2], [3]. However, reading the perspective of another agency (especially one so well respected) is very enlightening. What I found most encouraging of all is that they obviously struggle with the same kind of client issues we all do.

Whether you are somebody who commissions web designers or whether you are a designer yourself take the time to read this short post.

How Open ID will change your site

Just before I went away on holiday (did I mention I had been away?) there was a new post on the Think Vitamin website about OpenID. I am a big fan of OpenID and have spoken about it before on the show. However, its a tricky concept to explain. At its heart it allows you to login to all the many services you use on the web from one single site so having to deal with only a single username and password.

I sincerely believe that if you are building a new website that has any form of login then you should consider including an OpenID login. The problem at the moment is that you will have to do this in addition to the normal login process. You might wonder if it is worth the effort.

The article on the Think Vitamin site does an excellent job at explaining just how significant OpenID is going to be (even though it exaggerates it in places). It explains the background, the problem and the possibilities. If you haven’t looked at OpenID yet or are sceptical about its worth then the Think Vitamin is a great place to start.

Good practice when working with Tag Clouds

Tagging is everywhere these days. From Flickr to Delicious every site seems to have tags. Even blogs like this one has tags. Tags are a useful alternative form of navigation that allows users to quickly find related content no matter where it is in the sites hierarchy. There is no doubt they are powerful and incredibly useful especially on larger sites with a lot of content.

The problem is that they are relatively new. We are still working out how to successfully integrate them into our websites and what role they play. Fortunately a recent article entitled “Tag Clouds Gallery: Examples And Good Practices” attempts to establish some best practice for tagging and makes some suggestions about their design and integration.

If you are doing some design work with tags or if you are looking to add tags to your own site then you may want to take a look at this post. My only word of caution is that it only tells half the story. It addresses tag clouds but says little about how tags on individual pages should be displayed.

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Marcus’ bit: Requirements capture

While Paul has been buddying up with Mickey, Donald and Pluto, I have been working with a UK higher education institution at the very early stages of their website redesign project.

One of the things that we have been discussing in detail is the process we will go through to capture requirements and set objectives for the site. I thought I should share them here.

Existing site review

I have looked in the past at carrying out an expert review relating solely on a site’s information architecture. A site review takes on board some aspects of the existing site’s IA but is more general than that.

I tend to look at the following site features very much from a usability point of view:

  • Navigability – can I find things?
  • Consistency of navigation
  • Visual hierarchy – consistency of the design
  • Writing style
  • Processes – search, making a comment, ordering etc
  • Terminology
  • Content – grouping, repetition, wide/narrow mix, internal/external mix etc

The main purposes of the review are:

  • To highlight to all stakeholders what the site issues are
  • To highlight to all stakeholders positive aspects of the existing site
  • To suggest possible solutions to issues
  • To explain the processes involved in achieving goals

Stakeholder interviews

We have found that interviewing key internal staff (i.e. content owners) and sometimes key users, is the most valuable exercise in creating a requirements and objectives document.

Each interview is done on a one-to-one basis to ensure that people say what they really mean! The interviews are semi-structured which means that we will create a script of questions but will happily allow people move off-track.

The interviews aim to gather opinion on the site’s user base, weighting of content, issues and opportunities.

Work together

Though we are usually brought in as experts to consult on this type of process it is imperative that the client is involved at every step of the way. This is because one of the purposes of the exercise is information gathering. For example, creating user personas based just on stakeholders interview input may miss something that discussing/reviewing with the web team would not.

Create the document

What we are trying to do is record all findings in a manner that can be used as a basis for all the work to follow – IA, design, copywriting, build etc. In other words – create a list of requirements for the new site and give them an order of priority.

It needs to get into detail to be useful. A recent review we carried out contained over twenty specific opportunities for the site, which target audience groups each issue related to and how the site could deliver each opportunity.

This was coupled with a detailed list of requirements per audience group – 25 audience groups with over a hundred requirements. The requirements we also graded for importance into ‘must haves’, ‘should haves’ and ‘nice to haves’.

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Paul’s corner: Spending your training budget

I recently received a question from Harry asking “what approach do you take to training?”. He has some budget set aside and is wondering how he should spend it. As I am always keen to spend other people’s money this seemed the perfect subject for me to talk about… read keeping your skills sharp.

Training course give away

While I am on the subject of training, the guys over at Clearleft have two training courses coming up on January the 24th and 25th in Brighton. The first is CSS mastery by Andy Budd and the second is Bulletproof AJAX by Jeremy Keith. If you would like to attend but cannot get your company to produce the £345 + VAT for the early bird fee then I might be able to help. I have one free place to give away to either course (your choice) for a lucky random winner. We will announce the winner on our Christmas special so entries need to be in by Friday 14th of December. Just send me an email with your name and contact details with “clearleft competition” in the subject line.

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Ask the expert: Roo Reynolds on virtual worlds

Paul: Okay, so joining me today is Roo Reynolds who is a meta verse evangelist for IBM, Its nice to have you on the show Roo

Roo: Hi Paul,

Paul: What on earth is a meta verse evangelist?

Roo: That’s a good question, I guess a meta verse evangelist is someone who helps people understand the very exciting and confusing area of virtual worlds.

Paul: Ah, virtual worlds. Now the people listening to this show might be thinking what has that got to do with web design, why have we got someone one on here talking about virtual worlds and I am quite happy to admit that that’s not our normal fair. Its not what we normally cover on the show but I wanted to get Roo on partly because um, well to be frank we grew up together didn’t we pretty much

Roo: we did we were family friends for many, many years

Paul: yeah, which was very bizarre to then discover the he is a kind of world authority on virtual worlds. so that sounds very dramatic doesn’t it

Roo: A thought leader?

Paul: A thought Leader

Roo: I remember inheriting your old star wars toys Paul

Paul: There we go, So I set you of on a good direction in your career by getting you into Sci-fi early. I am now taking all of the credit for all that you have achieved since then.

Roo: Its all thanks to you (giggle)

Paul: yeah (hahahaha) Well um, but I though it was quite interesting. I was doing a presentation where one of the things I wanted to talk about in this discussion was upcoming and emerging technologies and how they would affect things and I wanted to talk about virtual worlds and realised that I knew absolutely nothing about them so I gave Roo a call and we had a chat on the phone. Then I got educated so I figured I ought to pass on that education to everybody that listens to this show so that’s um, a bit of the background. So lets kick of the with the first questions. So what exactly are virtual worlds and why do you think there is so much hype surrounding them at the moment there has been lots of talk about, you know, things like second life and that kind of thing. Perhaps if you could explain them a bit, and explain why there is so much enthusiasm about it at the moment

Roo: yeah I can try. So I guess I can ask you to think about it. as it a good an example anyway, probably the most popular example of a virtual world. At the moment. So these are things which are kind of digital online environments or as some people would describe the as multi-user virtual environments its that kind of online social space. So to the untrained eye they might look a lot like game but there are no game elements inside virtual worlds or rather there are but they exist within the broader world. So something like second life doesn’t really have any point there is no final point no enemies to kill there is no “x” level to achieve its just a world and if you want to inhabit that world and build a shop or you want to habit that and be an explorer and wonder around finding interesting things and talking to people then that cool as well.

Paul: Hmm, I mean the immediate thing which comes out of that is well, you know, what is the point. Why do people take part in virtual worlds and what kind of ways are people using them

Roo: Yeah, there are a lot of different answers to that, almost as many answers as there are different people really so as in the real world there is not point. people make up their own point they decide that the are going to make a lot of money or they are going to be an artist and be well known or open a sex shop or whatever it might be and people will have different personal goals which they set themselves. So really any goal is a tangible thing that people will almost determine for themselves

Paul: So I guess in many ways its like the web itself it’s a tool and how chose to use that tool is largely up to you

Roo: Yeah exactly. And within that you will get lots of different things, I mentioned some, you will also get games within that so people play chess inside virtual worlds and people do all kinds of crazy things. Yeah I guess the answer to your question is really why is there so much hype about them, its because over the last 12 months or 16 months or so the press has been covering this is quite a bit way. That turned it into a kind of hype feeding frenzy. Garner had a very famous prediction about how 80% of active internet users by 2011 I think it was will be using virtual worlds and will have an avatar. Not necessarily in second life but in a virtual world. And all of this make people realise that this might just be the next “big thing” its gone from being the kind of space where people will, I don’t mean this in any derogatory way, everyday people will would hang out in to becoming a space that a lot of big companies and small companies and advertising and marketing firms are really getting interested in. You know we have all seen “the web” in that ,very early in my career, was the web being picked up by corporation and some people almost missed the boat and had to catch up later on

Paul: So Why do you think this is going to be the next big thing? Why do you think a virtual worlds are going to be you know, you talked about how some companies had to play catch up on the internet you almost imply that this I going to be as big as the internet is. Did I miss interpret that or do you really think its going to be incredibly significant and if so why?

Roo: Well, I think it is always going to be a subset of the internet, you know, this is just another communications media and its probably will remain a subset of the web. There will always be a place for flat 2D content, But once you start getting into 3D social stuff and giving people a real time opportunity to relate to each other and see each other and this sense of presence where you can see what the other is paying attention to. For me joining a circle for the first time, a circle of people talking and I walked up to it, and you know people took a step back to invite me into that circle. That was a really compelling moment to me. It was also a real eye opener that the “real world etiquette” that we see in society all the time actually was playing out for real in this virtual space as well. In terms of why it might be the next big thing a lot of different elements are coming together at the same time here, we finally have, almost complete availability of broadband, certainly in this country and in the west. We have got fairly powerful machines now that have 3D graphics accelerators and sound cards, this is something which is now also happening in corporate environments as well as at home. There is kind of a point in time where the… someone might describe it as a tipping point where there is this lot of interest and we have seen this massive press interest, but also big companies getting involved, you know when you see Sony with their playstation home project which is going to be like a lobbying environment for the playstation 3 its been delayed a little bit, but that is really the kind of mass Market application for virtual worlds and it is things like that which really opened my eyes to where this might take is. This is not going to be a niche thing with a few geeks hanging around and some would argue that it has never been that. Really virtual worlds have been attractive to creative people and to the people who feel like they want to kind of express themselves and share things, Its not full of 16 year old boy with glasses sitting in their bedrooms and really there is a difference between games, traditional online games and Massively multiplayer online role-playing games And a space like virtual worlds that allows them to be attractive to the mass market . So yeah I wouldn’t say it is going to replace the web or even be the largest portion of the internet. But there is certainly a growing space for these virtual worlds

Paul: so what, I mean, I can understand how some people are maybe making money out of being involved in virtual worlds where, I don’t know, where they are creating things which they are selling inside that virtual world, but what about other companies, how are larger organisations using it. For example, how do IBM use it?

Roo: well, we are maybe quite weird in because we do an awful lot in virtual worlds. We do everything from recruitment too employee discussions and meetings. although of course we cannot use a virtual world for confidential discussion, we certainly have the types of meetings we would have in public spaces, like conferences, we also have virtual facets to real world conferences like forties a really big conference we run, and we had that for the first time happening in second life running in parallel to the real world event so people who could not make it to the real world event could at least attend. They could see and hear some of the presentations and they could mingle and network. So like I said we are a bit weird in that in that we do so much, that’s partly because we are such a big company. Now a lot of other people would look at it and say they have a very particular need or desire, something they want to get out of it and for some people historically it has been marketing, or advertising, it has been to reach a wider audience or to reach them in a different way. Which is more playful and allows them to be really participants rather than just eye balls

Paul: yeah, I mean one thing you said was earlier was that you referred to virtual worlds as a subset of the internet and the web. Its another that that going on online. One of the things which strikes me is that if you do something, in something like second life, say if you run a conference that conference is kind of just fenced into the second life world so its not going to get picked up by search engines, its not going to be very accessible and things like that do you think that there are going to be changes in that, do you think there will be more crossover between virtual and maybe the more traditional web

Roo: yeah absolutely this is one of the areas that really excites me at the moment, this whole area of interoperability and that needs to be not just between different virtual worlds but also between the web and virtual worlds so this idea of the virtual universe sort of thing as a virtual world or virtual worlds is something that IBM even throws this term 3D internet around quite a lot. In a kind of evolutionary next step when you look at virtual worlds today they tend to be proprietary walled gardens and actually a lot of people would compare them to AOL in the mid nineties but actully when you start thinking about how they may interconnect, and that inset just moving your avatar from world of war craft to second or habbo or whatever its actually much more interesting than that. Its things like bringing you wallet with you your friends list with you being able to blur the lines between virtual worlds and bring content in from the web and share content back out to the web, these things are beginning to be possible and in some ways one of the reason I think second life is so successful because it does have the ability to make request to web content and bring that in so you have dynamic stuff going on. But that is still very early days and I think that we will probably see a massive focus and in fact the big conference in san hosa very recently where this came out in a very big way but a lot of companies will be wanting to get together and its very, you know the will is definitely there to have a real focus in the next few month on interactivity

Paul: I mean so, I am kind of very aware this for many of the people listening to this show that are kind of a mixture of designers, developers, you know, people that are running websites that a lot of this is very theoretical and it is not something they would be directly involved in at the moment. I mean do you think there is anything that they should be doing, that they should be aware of when it comes to virtual worlds. Is this an area you think they should be keeping an eye on or doing anything actively.

Roo: Yeah, I guess most people I talk to even if they are not going to rush out tomorrow and buy some space in some virtual world and um, you know its not for everyone. But most people who I talk to at least want to stay informed once they have got that hook in their head that this is, you know, I obviously find it very interesting but people tend to come away with the a sensation that this might go somewhere and there is enough evidence already today that its fairly compelling, if you look at it on the “garnet height curve” this idea that things go though a life cycle of interest it haven’t yet peaked the top of that and it is now falling back down into this trough of disillusionment in the long run what might happen it might reach the stable plateau where it will actually become a really useful space that interesting work will happen and kind of follow the same progression as so many technologies before it. Most people come away with the feeling that they want to keep an eye on it. Now I guess if I am going to step back a little bit and look more broadly at what is going on, on the web then for web designers and for almost all of them, this is very big on their radar the whole area of social online collaboration and this whole “web 2.0″ umbrella which you started talking about a year ago if not longer and has been you know really quite large for me, that fits very neatly into this same space. What you are talking about are people sharing content and whether that is a a chat or something they have built themselves you know, you look at a world like second life and most of it is not built but the company that runs it. As with youtube and del.icio.us and as with flickr and so many other popular services and site these days, it is built by its users. So maybe it is something people need to be aware of maybe its something which will gradually fit into a growing mentally of this is how the web works. Yes it happens to be 3D at the moment on the popular ones and yes they are not all currently delivered through websites, mind there are plenty that are, and there probably will be an increasing number that are delivered though the browser. So yeah, if people find this stuff interesting then they should keep an eye on it, maybe read a bit more about it.

Paul: Where is a good place for them to go then to wrap up, as far as if they want to find out more information or want to read up about the potential of it, where would you recommend they start by looking?

Roo: well there are a lot o very good blogs out there, if they have a very academic mind then they and want to read some really good writing on the subject then the best one I can think of is http://terranova.blogs.com/ , its one that I have guest authored for, but not the one I regularly write for, the one I regularly write for is http://eightbar.co.uk/about/roo, which has got a growing profile in the space of virtual worlds, That is written by a bunch of IBMers writing about what they find interesting. I have a personal blog a personal blog at http://rooreynolds.com if anyone wants to follow that although, please don’t all come at once

Paul: (Laughs) its really not that popular out podcast that it would…

Roo: no you are paul, you wouldn’t know how popular you are, but you are.

Paul: That’s okay, Thank you very much for you time , I think it is interesting we spend so much time on it with the immediate here and now problems, but every now and again it is nice to poke out heads above the parapet and see what is going on a bit further afield; so thank you very much for time coming and being on the show

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Question of the week

Do you think virtual worlds are going to be a mainstream method of online communication or are they a novelty doomed to failure? Answers in the comments.

Intranet delusions

Every business can benefit from some form of intranet whether it is a collection of online tools or a large corporate system. The problem is that many organisations make fundamental mistakes in how they approach their intranet.

I have been asked a number of times to talk about Intranet development and I have always avoided doing so. This is partly because I am not an expert in the field (although that doesn’t normally stop me talking about something!) However, it is also because intranets are a massive area and one in which so many mistakes are made. There seems to be a huge amount of naivety about developing and running Intranets. Against such a backdrop I am somewhat unsure where to begin.

In the end I have decided to take 5 of the most common misconceptions about Intranets and see if we can shed some light on why they are wrong.

A money pit

“The intranet is not important like the website. It doesn’t generate a return on investment”

This seems to be a common perception especially among senior management. Unlike a website, the intranet isn’t perceived as business critical. Instead it is seen as nothing more than a hole into which money is poured. The problem is that an intranet doesn’t typically generate revenue. However, it does generate a return on investment.

The real benefit of an Intranet is in productivity gains. If used a correctly it can:

  • dramatically reduce the time to access key information
  • act as an effective method of disseminating information
  • be a way to manage workflow
  • become a key component in improving communication

Accessibility free

” I don’t need to worry about accessibility because I know exactly who is using the site”

The perception that you don’t need to worry about accessibility on an intranet is naive. Just because you don’t have users with disabilities at this stage doesn’t mean you never will. Moreover, accessibility is about a lot more than the disabled. By building your intranet with accessibility in mind you can offer up the chance to deliver it to other devices such as mobiles.

Finally, many people who are not registered as disabled have accessibility issues. This is especially true with an elderly user who may have poor eyesight or arthritis. Building your intranet with accessibility in mind can improve the usability for everyone.

Browser specific

“We only need to design for Internet Explorer 6 because we use that across the entire company”

Single browser support on your intranet is a risk. Building for the peculiarities of one browsers can easily come back and bite you later. A company wont stay with the same browser forever. Even an upgrade from IE 6 to IE 7 could easily break your site. Build from a solid base of web standards and you have the confidence that changes to the browser platform will have a minimal impact.

The other advantage of this approach is that it is entirely possible to open up parts of your intranet to suppliers even if they do not share the same IT infrastructure as you.

Employee motivation

“Its not like a website, people are required to use the Intranet as part of their job”

It is true that people are expected to use things like the intranet as part of their job. However theory and reality are very different. I have seen many intranets effectively abandoned because they were just too difficult to use. It is quicker to use other methods (such as the telephone or email) to find the information required.

An intranet will only succeed if it:

  • has the right information
  • is easy to use
  • is engaging

Some of the most successful intranets are those that work as hard to be sticky as any website would. Adding social features is a good way of doing this as well as making sure your site has the right “killer” applications. However, most importantly you need to ensure that the site is easy to use and people can quickly find the content they require.

Unregulated content

“The idea is that everybody adds and maintains the content. It doesn’t need a web master”

In a utopian world an intranet should not need a web manager. Each employee should add and maintain their own information on the system. However, the reality is that this doesn’t happen. Some people are simply too busy to “mess around with the intranet” while others upload far too much erroneous “stuff”.

An intranet needs a web manager in the same way as a website does. It needs somebody to be a guardian for the content ensuring that the right stuff is online and organised in a logical manor.

Conclusion

Developing intranets is a huge subject and one that I shall return to in the future. However, hopefully these few misconceptions have helped challenge your thinking of how to approach their design and build. Although designing an intranet is very different to designing a website, it is actually surprising how much they have in common too.

An international web

I hope you will excuse the slightly self-absorbed nature of this post. It is mainly an apology but also hopefully an opportunity to learn some lessons and look at how communicating on the web is a unique experience.

When I first started the podcast I had a very specific tone I wanted to strike. I wanted it to feel like it was a bunch of mates sitting in the pub talking about web design. A simple enough goal you might imagine but in reality it may well be almost impossible to achieve. Let me explain what I mean…

The apology

Yesterday I received an email from a first time listener to the show complaining about me teasing Americans. At first I thought nothing of it. I have learnt to be fairly thick skinned. Whenever you put content out on the web you are bound to attract criticism from time to time. However, I did post on twitter about it and this kicked off an interesting conversation.

It quickly became apparent that my “jokes” could be seen as offensive by some of my American listeners. So, before I go any further let me say that I am sorry if this is the case. It was certainly never my intention to offend anybody and I will certainly try and tone things done in the future.

Analyzing the mistake

That said, lets go on to look at what went wrong and what broader lessons can be learnt. Lessons which can apply to us all rather than to just an insensitive podcaster.

When you screw up as much as I do you quickly learn to analysis your mistake to avoid repeating history. As a result the email obsessed me for much of yesterday afternoon. Thanks to contributions from Thomas Vander Wal and Anton Peck it quickly became clear that the problem lay in my failure to accept the nature of the medium in which I work. Unlike my original desire for the tone of the show, producing a podcast cannot be like chatting with your mates in the pub. I think there are three specific problems with that premise:

My audience are not my mates – However much I would like to convey that feeling, ultimately my audience do not know me. They do not understand my sense of humor or know that I mean no offense when I overstep the line.

They are not sitting with me – The listeners to Boagworld cannot see me. They cannot pick up on my body language or see the grin on my face. They have only the tone of my voice to judge the intent behind my words. As we all know body language is a huge part of how we understand what is being said.

“The pub” and “mates” are very British centric – Even in my thinking about the tone of the show I was exhibiting a very British outlook on the world. Any web based content is very international in its reach. It isn’t confined to a people group even if that is your intention. Even though the British and Americans speak the same language we have very different cultures. I am not going to embarrass myself by trying to guess the differences. However, I know that when programmes such as the Simpsons or Family guy portray the english as buck toothed, weedy, posh blokes this doesn’t offend me. To me they are poking fun at a stereotype, not me personally. Perhaps this has something to do with the perception of national identity. I don’t know. All I know is there is a difference, a difference that until now I have largely ignored.

Lessons learnt

So enough peering at my navel. What lessons can we learn from this. We all run websites. Most of us blog. We are constantly speaking to a world wide audience. How can we ensure that our communications do not cause offense or indeed drive users away. Here are some suggestions.

Be careful with humor

I think my personal mistake makes it very clear that humor can be a particularly dangerous area. For example British humor is very sarcastic, subtle and self deprecating. There is a good reason why most UK sitcoms don’t do well abroad or have to be remade.

Don’t be fooled by a common language

Just because people are reading your website in your language doesn’t mean they have the same cultural background. I am constantly amazed at how different the english speaking world is. I think the fact that we speak the same language lulls us into a false sense of security. Of course there is also a mass of people who will still read your website, but english is their second language. These need even more care because it is easy for them to misunderstand what you have written if their english is not perfect.

Consider getting a copywriter

If people struggle to understand humor in a podcast, where you can hear somebody speaking, how much more of a problem is it in written word? I often talk about the fact that the copy on your site should be engaging and draw users in. It is hard to do this with the written word alone. How do you communicate enthusiasm, empathy or indeed any other emotion without body language or tone of voice. This is a highly skilled area and I think as website owners we need to seriously consider using professional writers to help us get it right.

Review before posting

Think twice before posting anything. We all know that don’t we? You read through the copy of your website over and over again, right? Same with your blog posts? What about your posts on twitter? Hmm… maybe not :)

Look beyond the written word

Finally, I just wanted to mention that I don’t think this problem of cultural differences and misunderstandings due to medium is limited solely to the written word. We have already seen it applies to audio, but what about the video or the imagery on your site. A lot of websites contain imagery that convey huge cultural meaning. I am not even talking about the obvious stuff like showing bare flesh in an Islamic country. I am talking about the more subtle things too. For example recently I went to a website that offered a service which allows users to record audio messages for the podcast by calling a normal telephone number. I have looked at loads of these sites before and they always only provide a US phone number. Well I arrived at this new site hoping it would be different but took one look at the design and use of imagery and immediately left. The look of the site was so US centric and the stock imagery was full of people who were obviously American that I left before even checking the details.

So there you have it. My screw up, my apology and hopefully some stuff we can all learn from it. Am I going to dramatically change the show? Absolutely not. Am I going to give more consideration to some aspects of how I present stuff? Absolutely.

Website feedback mechanisms

For many businesses a website is a lead generation tool. However, although a lot of thought is put into the website itself, very little is put into the gathering of the leads that result from the website.

As normal, when I returned from holiday I found myself faced with a mountain of email. Among the pile I have found several enquiries from the Headscape website which have remained unanswered for the week that I was away. Obviously, this is not good and it has started me thinking about how we as website owners handle enquiries and feedback that come from our websites.

As far as I am aware there isn’t much written on the subject of enquiry processing, which is strange considering that correspondence between website owners and site users is fundamental to the success of many sites. As nobody else seems to be talking about this much I thought I would jot down my thoughts on the subject.

Mechanisms for feedback gathering

A good place to start is by examining the methods you allow users to communicate through. It is easy to underestimate just how many options are available and each has its own pros and cons. Think carefully about your site and the people that use it. Are you really providing the right mechanisms for your users?

Email

Email is probably the most common form of communication from a website to its owner. Its easy to add an email address on your website and a lot of users prefer to email directly rather than use a form, because they can then keep a copy of the correspondence.

However, email is not without its problems. Not every user has an email address or access to their email client at a particular time. Also publishing your email address on a website opens yourself up to spam. There are ways to mask your address from spammers, but this often creates accessibility problems.

Forms

The next most common option is to allow communication through forms. A contact us form has an advantage over email because it doesn’t require the user to have an email client. However it can still suffer from spam. One advantage of a form is that it allows you to funnel emails in different directions based on the type of user enquiry. For example if a user specifies the message as a support query it can be sent to a different person than a sales enquiry.

Forms are probably the most versatile and powerful communication technique available and certainly work well on larger sites. However they are not always the right solution 100% of the time.

Forums

Although forums are often perceived as “user to user environments” rather than “user to website owner”, that doesn’t have to be true. Forums are an excellent way of communicating directly with your users. They are particularly good on a site where the enquiries are not confidential in nature and where you are getting the same enquiry again and again. A typical example of this is a support forum. By answering a support question publicly you avoid having to answer the same question multiple times and empower users to find their answers quicker without having to wait for your response.

Obviously, this approach wouldn’t be appropriate for sales enquiries and it still can suffer from spam however in certain circumstances forums can be very powerful.

Comments

Comments are a growing feedback mechanism, made popular by the growth of blogging. In many ways they provide similar benefits to a forum however they are slightly more limiting. On a forum a user can start a new thread dedicated to any subject they choose. When posting a comment it is normally attached to an existing web page on a specific topic. Although this is restrictive it can be appropriate if you are looking for feedback on a specific issue and want to avoid too much secondary discussion.

Ratings and reviews

Ratings and reviews can work particularly well when you are looking for feedback on a product line or article. Although ratings provide only limited feedback (a score) this also means that it is very easy for a user to participate. The ease of contribution makes it more likely a user will feedback than otherwise would have been the case. This approach works well when a website owner wants feedback on a specific web page. Having questions like “did this page answer your question. Yes or No?” is much more likely to get a response than an open comments box.

Live chat

More and more sites are introducing “live chat” facilities. To be honest I have mixed feelings about live chat. On the right site I am convinced it can be a powerful tool, however it can also create usability and accessibility problems. The best use of live chat I have seen is for answering support queries. They allow users to get instant answers without having to pay international phone call rates to contact foreign websites. They also allow website owner to handle a greater number of simultaneous enquiries than would be possible on a phone call. However live chat can be intrusive when the website owner initiates the conversation and on smaller sites the demands of having somebody available to answer queries can be prohibitive.

Of course, unlike every other method mentioned so far, live chat doesn’t seem to attract spam and so in that regards it is appealing.

Instant messaging

A cheaper and easier to implement alternative to live chat is simply to publish an instant messaging address on your site. Of course this does require your visitors to have an instant messaging client installed but that is less of an issue these days. Although instant messaging is a nice extra to have, I don’t think it will ever be more than an alternative for people who particularly like to communicate that way.

Offline mechanisms

It is easy to forget offline mechanisms of communication such as telephone and post. In fact it is surprising just how many organisations fail to include their telephone number and postal address on their sites.

Different mediums are good for different things and although a website can be an amazing tool there are some times when you just want to pick up the phone and talk to somebody. If you fail to put traditional contact information on your site then you do it at your own peril.

Dealing with feedback

Although the different communication methods are interesting, I guess the real question is how do you deal with enquiries when they come in (from whatever source). It is in this area that my own site currently fails and that is what got me thinking about how we approach the problem with our clients. This is the advice we normally give:

Feedback manager

One of the biggest problems I encounter when it comes to handling enquiries is that nobody sees it as there responsibility. Probably the best thing that can be done to improve how feedback is handled, is to ensure that there is at least one person in the organisation that has a clearly defined responsibility to respond to these correspondence.

Depending on the size of the website and the structure of your organisation, this may need to be multiple individuals, but the key is to ensure that these individuals are in no doubt about what is required from them.

Collection mechanisms

As I have learnt from personal experience over the last week the way that feedback is collected and processed is crucial. When somebody completes an online form where does it go? What happens if the person collecting those emails is away? How do you make sure that email is not lost in transit? How do you ensure the feedback has been responded to?

I remember working on a classic example of a bad collection mechanism a few years back. We were working for a travel company would created personalized quotes based on a form completed via their website. The problem was that enquiry form was sent as an email to a public folder in outlook. Sales staff would check that folder periodically and respond to any outstanding emails.

The whole process was incredibly painful. The folder wasn’t checked regularly enough and sales people would cherry pick the best leads leaving many emails unanswered in the hope that some other “sap” would deal with them. Emails would be responded to multiple times in some cases while others were simply lost in the scramble.

Eventually we built them a backend system that allowed administrators to assign enquiries and track their progress through the system, as well as provide reporting on response times and conversion.

Having a clearly defined and efficient mechanism for dealing with feedback from your site ensures that nothing slips through the cracks.

Speed of response

Ensuring that you respond quickly to enquiries is one of the best ways of differentiating yourself from your competition. One of the most common ways of achieving this is with an automated response as soon as a form is completed or an email sent. Although these kind of responses do provide some value as they let the user know the enquiry has been received, they do nothing to improve the users perception of your service. Automated response are impersonal and are the email equivalent of an automated telephone system saying that “your call is important to us”.

In my opinion nothing is better than a quick personal email thanking somebody for their enquiry and promising a more detailed response as soon as possible. Of course this isn’t always possible if you are dealing with a large number of enquiries, but for most businesses this is more than achievable.

Tracking feedback history

There is nothing more annoying than having to repeat yourself and with electronic communication at least, there should be no need to do so. Make sure that whatever system you use to track feedback also has the ability to archive and retrieve previous correspondence so that you don’t need to ask the user to cover old ground.

Personally I am a fan of customer management systems that allow for the tracks of all correspondence with a client whatever method is used. There are loads of greats systems around with something appropriate for your business, whatever its size.

Choosing a response mechanism

Finally I wanted to mention the mechanism by which we choose to respond to an enquiry. I recently listens to an interview with the authors of “Send: The How, Why, When – and When Not – of Email” who talked about the importance of knowing which medium to use in communications. The temptation is to respond in the medium with which you were originally contacted. For example, if somebody sends you an email you should respond with email. However, depending on the nature of the enquiry and the dialogue you need with the enquirer, it might be better to pick up the phone, instant message them or even use good old snail mail.

As with so much in life, always pick the right tool for the job.

Advice for CMS users

I have been putting together a document for work that provides some basic advice for people who work with content management systems. It covers things like accessibility and writing for the web.

Introduction

Although content management systems enable anybody to publish content to the web, they do not guarantee the quality of what is published. Many content managed websites are hard to use, inaccessible and poorly structured not because of any failure in the design or technology but simply because the quality of content is poor.

This document aims to introduce the reader to good practice for generating web content. In particular it focuses on advice about writing for the web and ensuring that what is produced is accessible to the widest audience possible.

Writing for the web

Writing great web content is a particular skill. Although it shares some characteristics with writing for other medium, there are many unique elements too.

Two traits make writing for the web, particularly challenging. Firstly is the perception that most people have that computers are being cold and impersonal. Many see technology as the enemy and so a good copywriter has to work hard to ensure their copy has a friendly and approachable tone.

Second is the fact that users rarely read pages in their entirety, but rather scan read. The emphasis is on looking for the next link that will take them one step closer to their goal.

Below we investigate these two challenges in more depth and suggest some possible solutions.

Writing style

Well-written copy should be both engaging and accessible. In other words it should overcome people’s inherent suspicion of technology and ensure that, as wide an audience as possible understand what is written.

Engaging with the user

Computers are immensely unfriendly. This is mainly due to their total inability to interpret or communicate the more subtle forms of human communication such as body language and tone of voice.

The result is that most people find interacting with a computer a cold and frustrating experience. However, there are techniques you can use to avoid the problem. These include:

Using a personal tone

By ensuring that your copy is friendly, informal and approachable, you help to counteract the inherent lack of personality associated with computers and the web. Even on a relatively formal site add more informality than you normally would in order to offset the users default perception.

Writing how you speak

If you are experienced in writing more formal offline documentation, writing in a more informal manner can be difficult. Although there is no one catchall solution to this, writing as you speak will certainly aid comprehension and generate a more informal feel.

Avoid being patronizing

The danger of writing in a more informal tone is that you overcompensate and your writing style becomes ‘chummy’ and patronizing. The writing as you speak rule comes in useful here. Picture your audience and ask yourself whether you would speak to them like that in a face-to-face meeting.

Making your copy clear

The W3C accessibility guidelines clearly state:

Use the clearest and simplest language appropriate for a site’s content.

In other words ensure that your reader can understand what you have written.

Many people make huge assumptions about what their audience understands and careful consideration needs to be put into this subject. Particular assumptions are made in regards to:

Jargon

A common pitfall is the use of abbreviations and acronyms within web copy. The assumption is that your target audience will already be aware of the jargon used. However, this is an entirely false assumption.

You cannot always assume that your audience will be aware of every acronym around. For example there are so many acronyms within web design that it would be impossible for one individual to know them all.

Secondly, the reader maybe relative new to your target audience and so still learning much of the ‘lingo’.

When writing copy ensure that whenever possible jargon is avoided and where that is not possible that it is accompanied by an explanation. We discuss acronyms and abbreviations further in the accessibility section.

Reading level

There are reasons why tabloid newspapers like the Sun sell so well. One of those reasons is because they require such a low reading level. As many as 40% of the population have a low literacy level and yet little consideration is given to their accessibility needs.

Even when writing for a well-educated audience you cannot make assumptions about their reading level. Many people suffer from attention deficit disorder, dyslexia or other conditions that could affect their ability to process what you have written.

Below is some advice on how you might go about improving comprehension of your copy:

  • Simplify punctuation – People suffering from a low literacy levels struggle with long sentences that include a lot of complex punctuation. Keep your sentences short and your punctuation simple.
  • Be consistent – There is often a desire when writing copy to vary your language to prevent a document appearing repetitive. Although this has its place it does make copy harder to comprehend. Where possible, use terms in a consistent manner across the whole site.
  • Use numbers not words – By simply referring to 1223 instead of ‘one thousand two hundred and twenty three’ you increase comprehension dramatically as well as shorten sentences and aid scanability.
  • Specify clear actions – If you wish a user to complete an action (for example to click on a button) clearly specify this. Do not assume the user will instinctively understand what is required of them.
  • Use imagery – The saying ‘an image speaks a thousand words’ is very true for low literacy users. If an image will help to convey the meaning of a page be sure to use it to support existing copy.

Although the techniques above are of particular benefit to low literacy users, they do actually offer benefits to all users. Ease to comprehend copy aids the speed at which information can be digested and helps users scan copy as we are going to look at next.

Making web pages easy to scan

It can be a depressing realization that users will probably not read your carefully crafted text. However, the sooner you accept this reality the sooner you can start to adapt copy to aid users in their hunt for information.

There are a number of techniques that can be used to help a user quickly scan through a page and identify the information they require:

Front loading

Front loading applies in two different contexts. Firstly, front-load the page by including a summary of the entire page right at the beginning of the document. This helps the user ascertain quickly whether the page is relevant to them or not. Secondly, front-load each individual paragraph so that the main point is first. Ideally a paragraph should only make a single point (see 2.2.2) but if it is longer then the user can get the gist by reading the first sentence.

Keep it short

Usability expert, Steve Krug recommends in his book “Don’t Make Me Think!: A Common Sense Approach to Web Usability” that a copywriter should take his copy, edit it down to half its original length and then half it again. This sounds like an impossible task but it is often easier than it appears. By removing repetition, marketing speak, and ‘happy talk’ (content with no real substance like ‘welcome to this site’) you will quickly find your content substantially reduced.

Keep paragraphs short

As well as keeping the page as a whole sort, you should ensure individual paragraphs are short too. Each paragraph should make a single point as this aids both user scanning and comprehension.

 

Keep sentences short

 

At a micro level you should also endeavor to keep each individual sentence as short as possible. Again this aids scanability and comprehension but also helps to remove any unnecessary ‘waffle’.

Break your copy up

As well as breaking up copy into short sentences and paragraphs you can also aid scanability by using other techniques as well. Look at each paragraph and ask yourself the following:

  • Can I associate a heading or sub heading with this block of text?
  • Could this paragraph be reduced to an easy to scan bullet point list?
  • Is there a key message in this paragraph that users need to instantly see?

If the answer to the last question is yes, then you might wish to use a breakout box (also known as a pull out). This is a technique originally introduced in magazines to ‘hook the user’. They would take a key line from an article and highlight it in someway (usually in a separate box) to draw the reader into reading the rest of the article. The same technique can be used on a web page to draw a users attention to a key point that they maybe searching for.

Many good content management systems (including Headscape’s own CMS) provide this functionality.

Accessibility

We have already touched on the importance of accessibility when talking about writing clear copy, however accessibility extends beyond simply the copy you write.

As a content management system user, you are required to go beyond just writing the copy. You are also required to enter the copy into the system so that it can be displayed on the site. This requires you to ‘markup’ your copy correctly.

The importance of markup

So what exactly is markup? Markup is the method by which you tell the browser what the content you are entering is, so that the browser knows how to display it to the user. This markup is usually written as HTML.

So, if for example you want to tell the browser that something is a heading you would mark it up like this:

<h1>This is a heading</h1>

or a paragraph would be marked up like this:

<p>This is a paragraph of text</p>

Of course, one of the main attractions of most content management systems is that you don’t have to know how to write HTML. Instead the content management system will add the code for you.

Historically content management systems didn’t even try to understand what any individual piece of content was. Instead they let you as the content management user, style the content to look however you wanted. So instead of telling the system that this is a heading you simply made it look big and bold so users of the site would know.

Although this sounds like a good approach in principle, it actually opens up a whole load of problems that are too extensive to cover here.

More modern content management systems, such as the ones deployed by Headscape, ask the user to explain what each piece of content is so that the system can add the proper HTML code.

The way the content management user does this is normally through a drop down menu of styles much like you find in Microsoft word. You simply select a block of text and choose the style which best describes that text.

Marking up content in this way brings a whole host of advantages including (but not limited to):

  • The ability to redesign how an individual style looks universally across the entire site without editing each page.
  • The ability to change the appearance of styles based on what device is accessing the content (for example a mobile device style).
  • The ability for screen readers and other assistive technologies to understand the site.

In short, a well marked up piece of content will be available to a much larger audience and is easier to change and adapt.

Text alternatives

Well marked up content is not the only way to improve the accessibility of your site. Another is to provide text alternatives for elements that some users will not be able to access.

The most common example of this is with the inclusion of images into your pages.

There are a number of reasons why a user may not be able to see the images on a page. These could range from viewing the page via a mobile device to the user suffering from some form of visual impairment. However, whatever the reason the solution is the same; add alternative text that describes the image.

Alternative text is only visible to users who cannot see the image and so does not impact the design in anyway. The method of adding alternative text will vary between content management systems but in most cases (including on the Headscape system) you will be asked to add some text when you try and insert an image. A good system will go as far as requiring alternative text before approving an image for insertion.

A common mistake that is made with alternative text is to use it as a caption for the image rather than a description of the image. The difference is subtle but important. An image of Marcus Lillington our sales director might read ‘Marcus Lillington is more than happy to speak to you about your requirements’. This would be a caption rather than alternative text. Alternative text should describe the image and nothing more. So in the case of our example it should read simply; ‘Photograph of Marcus Lillington – sales director’.

Finally it is worth saying that the principle of alternative text does not apply just to images. It should apply to any screen element that can only be understood visually. That includes Flash, video, audio or other plugin.

Meaningful links

Another common accessibility mistake is with link text. When a content management user creates a link between pages it is not uncommon to see links with phrases like ‘click here’ or ‘read more’. This presents a problem for two reasons:

Firstly, users who access the web using screen readers often have all links on a page read back as a list in order to save listening to every piece of text when all they want to do is find the next link. A link like ‘click here’ means nothing when read out of context.

Secondly, many users will scan a page looking specifically at the links. They don’t read the text before or after the link so again they see it out of context. The result is that, like screen reader users, terms like ‘read more’ mean nothing.

This problem is easily avoided by ensuring that all links make sense out of context. So instead of linking the words ‘click here’ in the sentence ‘click here for more news’ you simply link to the phase ‘more news’ or ‘news archive’.

Acronyms and abbreviations

Earlier we talked about how where possible jargon, acronyms and abbreviations should be avoided. However there are occasions where that is not possible.

In such situations your choices are very much dictated by the functionality provided by the CMS you are using. Unfortunately, many content management systems are not particularly helpful in this regard and you maybe limited to typing out a description in brackets each time.

However, more modern content management systems such as that provided by Headscape, allow you to select an abbreviation style. You can then enter the full description and this becomes available to the user without destroying the flow of your text.

This is achieved in a variety of ways but the most common is using a dotted underline. If a piece of text has been marked up as an acronym or abbreviation it will appear to the end user as text with a dotted underline. When the user moves her cursor over the text the cursor changes to a help symbol and displays the full description as a tooltip.

This provides a full description to users encountering a piece of jargon for the first time, without getting in the way of those who already know what it means.

Using tables correctly

Web design has changed a lot over the last few years and so have content management systems. One of the most significant changes has been a move away from table-based layout.

Table-based layout is a technique that uses tables to position content on a page. However this is an abuse of the table feature in HTML and can cause significant accessibility problems especially for users running on older PCs or using mobile devices.

We therefore strongly recommend that using tables for layout is avoided at all costs. Instead clearly markup the content using the descriptive styles provided. The system will do the formatting and positioning.

That said there is still a place for tables. Tables were originally intended for tabular data (data made up of columns and rows, like that found in a spreadsheet). If you have information like this you wish to include on a page, then this is when you should use a table.

Working with imagery

Although we have already spoken about imagery in the context of alternative text it is worth noting that there are other accessibility issues relating to imagery you should be aware of:

Animation

Animation can be a problem area if not handled correctly, so generally speaking it is better to avoid the use of animated imagery unless it helps explain the content in someway.

The main reason that animation can be problematic is because certain forms of cognitive disability can be made worse by flashing animation. It can prove distracting and make it harder to process the content being read.

If animation is to be used we recommend:

  • That the user is given the ability to disable the animation
  • That the animation is not too rapid so that it proves less distracting
Colour

Finally, it is worth noting that a considerable proportion of your users will suffer from some form of colour blindness. For example almost 1 in 10 men are colour blind. In addition it is possible that other users will be accessing your site through black and white monitors on mobile devices. It is therefore important to ensure that any imagery you use is not reliant on colour to communicate information and that there is sufficient contrast between foreground and background colours.

These two issues are addressed in the W3C guidelines on accessibility:

2.1 Ensure that all information conveyed with color is also available without color, for example from context or markup.

2.2 Ensure that foreground and background color combinations provide sufficient contrast when viewed by someone having color deficits or when viewed on a black and white screen.

Further information

Hopefully this document has been useful in outlining some of the basics of writing content for a website. However, we have obviously only been able to scratch the surface.

If you would like further information, please do not hesitate to contact Paul Boag (the author of this document) using [email protected].

Show 63: More than iPhone

This week on Boagworld, Paul looks at whether it is possible to build HTML emails with CSS, Marcus discusses how to write a good brief and Christian Heilmannwades into the current Javascript library debate.

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News and events

Seems like there is loads going on in the world of web design this week and we struggled to narrow it down to four items. However, this is our pick of the best:

Getting a job as a developer

Christian Heilmann has written a post on his experiences of hiring developers at Yahoo! He gives some really sound advice to any developers in search of employment. Definitely worth a read if you are considering a change of job.

Talking of changing jobs, if you are a developer considering a career move then you might want to take a look at the developer position currently available within Headscape.

Global free stock imagery

Luke Sanderson (an old friend of mine) has taken the Google Coop and configured it to search all of the free image stock libraries from one place. Saves a bit of trawling around looking for that perfect (free) image.

The future of flash

Now, I don’t know much about flash but I know a man who does and he has just posted his impressions of the Flashforward keynote at MacWorld. He talks about Flash CS3, flash on alternative devices and reveals some fascinating stats on the take-up of Flash 9.

iPhone

Apples announcement of the iPhone seems to have caused a lot of excitement in all quarters not least the web design community. Brian Fling believes it could “revolutionaries the web”. Personally I find myself agreeing more with Cameron Moll who takes a more cautious view.

Agony Uncle: HTML emails built using CSS

This week has seen the discovery that Outlook 2007 uses Word to render its HTML emails rather than IE7. This severely limits what is possible when it comes to HTML emails and standards. It was therefore very topical that this week’s Agony Uncle Question is about using standards with HTML email. We look at what is possible and what is not referencing articles both on the A List Apart website and Campaign Monitor.

Ask the Expert: Javascript Libraries

The debate about the value of Javascript libraries has been raging for a while now but seems to be back with vengeance at the moment. That is why on this week’s show we have Christian Heilmann sharing his thoughts on the question, “Javascript libraries: Friend or Foe?”

Review: Pro CSS Techniques

Pro CSS Techniques is a new book by Ian Lloyd, Jeff Croft and Dan Rubin aimed at experienced CSS developers looking to take their skills on to the next level. Jonathan Snook provides an excellent review on this book that we reference in this week’s show.

Clients corner: Writing a web design brief

Writing an effective brief for web design agencies will not only make the selection process easier but helps to avoid potential miscommunications over requirements further down the line. In this week’s show Marcus looks at the issue of invitations to tender and how to go about writing an effective brief that will help your project run smoothly

Oh yes… don’t forget the boagworld meetup

Podcast 42: Choosing the right design

It’s not unusual to be in a position where you have to choose between more than one design for a site. This podcast may help with the question “which design do I pick?”.

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In this week’s podcast Paul and Marcus discuss the decision making process involved in settling on a design for your site. Whether you are a designer or web site owner this podcast provides some interesting techniques for choosing the right design.

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How to approach choosing a design

Your approach to assessing a design is as important as the quality of design itself. Approaching your assessment in the wrong way can quickly lead to the wrong conclusions. Below are a few quick tips on assessing a design:

Avoid personal opinions

Design is very subjective. We all know what we like and yet we very rarely agree on what that is. It is easy to simply assess a design based on your personal preference. However, the chances are you will not be the end user of your site and so the design should cater for a wider audience than just you.

Be careful who you show

Although you don’t want your decision to be based on your personal preference you still need to think twice before you start showing it around. The temptation is to show it to work colleagues to get their feedback however they aren’t your target audience either (unless you are building an intranet). Try and avoid design by committee, have one decision maker that collates feedback from end users rather than co-workers.

View the design in context

It’s important that you assess a design within its context. Never print a design out to make your decision. Access each design on screen and within a web browser. After all, that is how other people will view it.

Check on multiple monitors

A design can look radically different on various monitors due to colour balance and gamma settings. Make sure you look at the designs on as many different screens as possible. A good design needs to be flexible enough to accommodate the different screens your site visitors will be using.

View at different resolutions

A design not only needs to work on different monitors but also at different resolutions. The resolution your PC is running at affects what can be seen on a design before you need to scroll. It is therefore vitally important to ensure key content doesn’t slip below the fold.

Accessing the design

Once you have worked out how you are going to go about assessing the design the next step is to establish the criteria by which you are going to make that assessment. Below are some initial ideas you might wish to use. Each of these areas could go into a lot more depth but I have tried to keep to the main points within each area.

Colour

Colour is a very subjective area, so rather than asking people what they think of a colour, ask them what words they associate with a colour palette. That way if they say a colour conjures up images of "progressiveness" you can compare this with the messages you want the site to convey.

Layout

There are two things to look out for when assessing the layout. Does the design have enough white space and does it have an underlying grid structure. White space allows a design to breath, making content more readable. A grid structure provides some organisation to the design and its absence can leave a design feeling chaotic.

Weighting and flow

Does the design draw the eye to key content and show the user what to look at next? Ensure that the design you choose puts the emphasis on the right elements in the same way a newspaper always makes it clear what the lead story is.

Typography

As with layout there are two key things to look out for when it comes to the text on your site. Firstly, make sure that the text has a decent space between lines. Tightly packed text can be really hard to read and will dramatically reduce dwell time. Secondly make sure that the designer has broken up larger blocks of text with headings, sub headings, bullets etc, as this dramatically improves scanability.

Accessibility

Obviously accessibility is a huge area but within the context of choosing a design there is only one main thing you need to know: Can you read the copy? Is there sufficient contrast between foreground text and the background? Avoid designs that you have to strain to read because ultimately they will drive users away.

Usability

Is it obvious what the user should do next? Do links look like links? Is the main navigation clearly positioned and labelled? Is the user overwhelmed with too many options? In many ways usability is the key criteria I use for judging design. Ultimately users just want to get at information as quickly and easily as possible and the design should not get in the way of that objective.

Branding

To a website owner this is probably the most obvious of the assessment criteria. How well does the design conform to your style guide and tie in with existing print material. A continuity across marketing collateral is vital for establishing a strong brand identity and the web is very much a part of that.

Imagery

The final area of assessment is the choice of imagery. Imagery can make or break a website. Some warning signs to look out for include:

  • Small busy images that are hard to see
  • A lack of consistency across the site with different styles of imagery, all mixed up together
  • Images that grab your attention away from content rather than directing you to it.

The golden rule

If there is a golden rule to choosing the right design it would be communication between client and designer. A client should listen carefully to what a design has to say about their design approach and the designer should be able to clearly communicate their ideas and why they have made the decision to produce a certain design. Too many designers fail to justify their approach and too my clients make up their minds about a design without listening to the logic behind it.

Also in this show

In this week’s show we take a look at a number of web conferences including the @media podcast feed, Refresh Orlando (which Paul will be speaking at) and d.contruct. We also discuss the ethical issues surrounding being "inspired" by another website, as well as a review of the Wiltshire Farm Foods website.

Podcast 34: The roles of the client and the web designer

Getting the relationship right between the client and web design agency can make or break a web design project.

In this weeks show Paul and Marcus discuss the sometimes problematic relationship between web design agencies and clients. They also cover how the line between web pages and the browser have been blurred, the evils of speculative work and a great new book by Ian Lloyd.

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The roles of the client and the web designer

Getting the relationship right between the client and web design agency can make or break a web design project. Often both parties enter into a project with very different expectations of who will do what. This is partly because there is such a wide range of approaches adopted by the web design community.

In this show Paul and Marcus discusses how clients can find web design agencies that suit their working approach and how to get the most value for money out of the agencies they choose.

They also propose some general principles for improving communication between client and agency:

Advice for clients

Paul and Marcus suggest the following guidelines for clients:

  • Recognise that the success of your web project is as reliant on you as it is on the web design agency.
  • Don’t under estimate the time you will need to put into the project, especially when it comes to preparing content.
  • Try to avoid getting drawn into subjective design discussions. Rely on the expertise of your designer.
  • Always consider the bottom line and whether additional functionality will generate a return on investment.
  • Be willing to compromise and take on board the agencies advice.
  • Clearly state your expectations up front. Don’t presume the agency will approach the project as you would expect.
  • Remember, the customer is NOT always right!

Advice for agencies

The discussion then moved on to advice for web design agencies when working with clients:

  • Use the kick off meeting to clearly understand any expectations the client has for the project.
  • Remember it is the design agencies responsibility to educate and inform the client about what works well online. If a client fails to grasp the logic of your approach it is a failure on your part to communicate it effectively.
  • Recognise that designing a web site is about compromise. It is sometimes necessary to compromise design and usability for the sake of business drivers.
  • Pick your battles! The client is ultimately paying you to produce a great website so don’t be afraid to stand your ground when their opinion undermines that objection. However, know when to back down.

Site evolution

Finally, Paul and Marcus wrap up the discussion by touching on the subject of site evolution and the need to change the client/agency relationship from sporadic redesign to ongoing site evolution.

For more on this subject see my site evolution post.

Also this week…

Also in the show:

Next week Paul interviews Andy Budd, the author of CSS Mastery, to get his take on the state of web design.

No more speculative designs

Arriving at a design for a website is a process rather than a flash of creative inspiration. A whole range of factors influence how a design develops and none of these steps are present in speculative work.

One of the worst parts of my job is doing design work for pitches. You simply don’t have enough information to produce a quality design. Recently I discovered I was not the only one to feel like this and that in fact there was a growing movement campaigning for an end to speculative work.
 

 

It’s not that I have a particular problem with doing speculative unpaid work in order to win a new client. I have no problem, for example, in the hours spent producing a proposal or going to presentations. My problem is that speculative designs provide no real value to the client in making their choice of a web design agency. They might perceive them as useful but in reality they are less than worthless.

Design is a process

Arriving at a design for a website is a process rather than a flash of creative inspiration. A whole range of factors influence how a design develops and none of these steps are present in speculative work.

Producing a truly good design involves:

  • A collaborative process with the client in which you understand their organisation and vision for the site.
  • Usability testing with end users to see how they respond to different design approaches.
  • An understanding of the competition and how they present themselves online.
  • Detailed analysis of brand guidelines and other marketing collateral.
  • An iterative process where a design is refined and evolved through a number of stages.
  • A solid grasp of other external factors which may impact the look and feel, including accessibility, technology constraints and internal business factors.

At the proposal stage of a project you have little or no communication with the client, have undertaken no usability testing and have little in the way of background information on the company and their objectives.

Everybody loses

Of course many clients see things differently. They want to see what the design agency is capable of “creatively”. Of course the web design agencies are all too aware of this and so the designs produced are often not realistic. Instead the designs become part of the sales process and are more about selling than providing a viable solution. The emphasis is on “looking cool” and “creating impact” rather than tackling the harder to understand issues of accessibility, usability and business objectives. Showmanship replaces substance and everybody loses.

The client loses because they are being shown the superficial rather than a real world solution.

The design agency loses because even if they win the project they will almost certainly have to throw out the initial design work done as being unfeasible.

If you are in the process of issuing an invitation to tender, seriously consider whether you need to ask for speculative designs. Instead, take the time to review the web design agencies portfolio and speak to their clients. Far more can be learnt from accessing their “final designs” on actual sites than can ever be gleaned from a design produced with the single objective of selling you their services!

Check out the NO!SPEC campaign

Podcast 23: Defining your project

This week on boagworld.com Paul and Marcus discuss the need to define clearly the scope of your web project before rushing into the build.

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TechnoBuster: Semantic code

Semantic code is a term that is thrown around a lot at the moment, but what is it and why should you care? I try to explain to Marcus in very small words what it’s all about!

Check out our article on this subject

Main feature: Scoping your web project

Carefully planning your website before you start to build might not sound like the most exciting theme for a podcast but it is fundamental to a successful website project. I know from bitter experience that not doing so can lead to a world of pain for both the developer and the client. In this weeks show we share loads of tips that we have learnt over the years. Here are just a few of them:

Take the long view

Many clients force agencies to start projects before they are fully prepared, either because they are unwilling to pay for a scoping phase or because they have a tight deadline to meet. This kind of short-term view does nobody any favours. If a project is not properly defined at the outset, it will inevitably lead to slippages and additional expense. A developer needs time to understand the requirements before they begin to build. If they don’t, they will be unprepared when they encounter unforeseen technical issues.

Everybody has to sign off

Having a statement of work that everybody has signed off on is a great way to ensure client, developer and designer are all singing off of the same hymn sheet. It avoids miscommunication and misunderstanding by clearly defining what is going to be delivered.

Do you really need that?

The scoping phase should not only identify what tasks need to be done, it should also take a long hard look at what functionality is being considered. If you are not careful, your statement of work can turn into a wish list of functionality rather than a considered document which factors in return on investment. Ask yourself, if I spend all of this time building a certain piece of functionality, will it pay dividends for my organisation.

Be specific

It is easy to be vague about your scope, but if you do, there is room for confusion. The statement of work should cover everything from how many design iterations there should be, to what browsers the site is going to be tested on. Make sure your list of tasks is as detailed as possible, that way you will avoid any nasty surprises half way through the project.

Phased development

Don’t be afraid to phase a project especially when faced with a tight deadline. If your website has to be live by a certain date, it might be wise to leave out some of the "bells and whistles" until post launch. It is easy to forget that your website should be an evolving animal that can grow over time. After all, saving some of the functionality and rolling it out later gives you a good PR opportunity.

The hidden technology killers

Beware of those little technology issues that are so easy to overlook. For example, pay particular attention to which browsers you are going to support and what accessibility level you will be conforming to. Finally don’t forget to factor in time to deal with those extra style sheets for print, mobile or low vision users.

Web resources: Getting your layout right

This week I picked two sites that help designers develop the perfect layout.

Web Design Practices
A great site that shows you the trends in layout based on an analysis of several hundred websites. This site answers invaluable questions such as; "where does the search box normally appear" and "do most sites use side or top navigation?"

Although slightly out of date and centred largely on ecommerce sites, this is still an excellent resource. However, remember, just because a lot of sites do something a certain way doesn’t make it good practice!

Layout cookbooks
Have you ever had a client who knows what they like when they see it? If so, send them over to the layout cookbook and get them to look through the hundreds of different screen layouts available there. It’s also a great place to get some inspiration when you feel like all your designs are using the same basic layout!

Podcasting, no excuse!

Back in July of last year, I posted an entry, which talked about the potential of podcasting to promote your business. Now here we are in January 2006 and not only has podcasting hit the mainstream but even my own dad is using it to promote his business.

Okay, I could understand if back in July of last year you had your doubts about the potential of podcasting. Many people were describing it as a fad and it wasn’t simple to create your own podcast. However, six months on, the podcasting landscape is very different. I would once again encourage you to consider podcasting as a marketing or communication tool.

What has changed?

So what has changed over the last six months?

Bigger players

Podcasting is no longer exclusively the domain of the enthusiastic amateur. The last six months has seen podcasting start to attract larger organisations such as the BBC, Disney and Fox (to name just three). It is also attracting some serious sponsorship as advertisers look for other mediums beyond the declining TV market.

Wider audience

In my original article I suggested that podcasting was most suited to those trying to reach a younger demographic. However, the last six months have seen a dramatic widening of the audience listening to podcasts. The fact that BBC radio 4 has three of its podcasts in the top twenty listing on iTunes is a fair indication of this change.

Easier to publish

The last six months has also seen the arrival of several services designed to make the publishing of podcasting much easier. From software like propaganda, to sites like podomatic and libsyn, podcasting has never been simpler to do.

A classic example

Now is the time for your organisation to consider using podcasting as another marketing or communication channel

Probably the best example I can give of this change over the last six months is my own dad. My father is a well-known wildlife author, photographer and lecturer. He has numerous books on the subject of natural history and is an internationally recognised speaker.

Now six months ago podcasting wouldn’t have been worth his while. The majority of people that follow his work wouldn’t have been podcast listeners. The demographic was too narrow at the time to be of interest to him. Equally, none of his potential sponsors would have been interested in supporting his podcast because the return on investment would have been too low. Finally, the technological barrier was too high and my dad wouldn’t have been interested in editing RSS feeds and faffing around with podcast aggregators.

Today things are very different. Dad published his first podcast on Tuesday of last week and already his subscriber base is growing nicely. There is definitely an audience interested in what he has to say and we are confident that when his subscriber levels are high enough that companies will be interested in sponsoring it. However, probably the key factor in my dad adopting podcasting is just how easy it is to do now. Although the recording quality is still a bit rough around the edges (but then who am I to talk!) the process of uploading and publishing his podcast is a snap.

So, if you dismissed my article last time, I would encourage you to take another look. Maybe now is the time for your organisation to consider using podcasting as another marketing or communication channel.

Web Design Podcast (15) – Project Management

Project management lies at the heart of a successful web project. This week Paul and Marcus discuss project management and look at was to ensure your web projects run smoother.

Play

Download this show.

Whether you are a manager working with in house developers, a client commissioning a third party design agency or a freelance web designer working on a site, it is vital that you have good project management processes in place.

In this podcast, we cover:

  • Setting success criteria
  • Writing statements of work
  • Handling disputes
  • Managing changes
  • Setting milestones
  • Running kick off meetings
  • Ensuring successful sign off

However, most of all we look at ensuring good communication between client, developer and designer to ensure successful completion of your site.

Boagworld.com news

The boagworld.com podcast will stop over the Christmas break with our last show going out on the 12th December. We will start again on the 9th January 2006.

Design 101 Podcast

The next episode goes out on the week beginning the 5th December and will provide an introduction to front end interface design. If you have any questions or comments on this subject make sure you email them to Paul before this date

Christmas special

Our final podcast of 2005 will air on the week beginning the 12th December and is our Christmas special. I hope that this will be largely based on your feedback. We are looking to cover:

  • Your top 5 favourite new sites of 2005
  • Your top 5 web developments of 2005
  • The top 5 things that annoy you about the web
  • Examples of the worst Christmas sites you can find (extra points if you built it yourself!)

Please email your votes to Paul before the 5th December.

Web Design Podcast (6) – The future of the web

So what does the future of the internet have in store? How will this affect your website? This week Paul and Marcus look at emerging technologies and how you can use them on your own site. All without technobabble!

Play

To download the latest podcast click here.

Below is a brief outline of the things covered in this week’s podcast as well as links to some of the sites mentioned:

Avoiding the technobabble

What we try to do is explain the complexity of web design in a way that is accessible to those who are responsible for their organisations website but do not necessarily have the hands on skills to build a site.

The boagworld.com blog and podcast aims to avoid in-depth technical discussion. After all, there are many people out there already doing that. What we try to do is explain the complexity of web design in a way that is accessible to those who are responsible for their organisations website but do not necessarily have the hands on skills to build a site.

With that in mind, this week on the boagworld.com podcast we look at how the web is changing and what impact this will have on your site.

Web 2.0.

The web is currently undergoing a dramatic transformation and many people have referred to this change as the birth of the 2nd generation web, otherwise known as web 2.0. So what changes are occurring and how do they affect your site:

The growth of broadband

Recently years has seen a dramatic growth in broadband with 50% of UK home users now connecting to the internet in this way. But, how does this affect your site?

Multimedia

It gives you the freedom to add more multimedia content such as video, audio, and product demonstrations.

Casual surfing

Broadband users tend to use the web more casually and are not so task orientated. Your website needs to take into account this shift in behaviour by using hooks to keep them coming back until they respond to your call to action.

Broadband services

Less consideration has to be given to the depth of your information architecture, as broadband users do not have to wait as long for additional pages to load. Things can be more clicks away if that helps your architecture be more logical.
Broadband users are more comfortable with services like Skype (internet telephony), podcasting and even IPTV. Consider how these services might fit on your site. Could you provide a "call us" button for Skype users or perhaps a podcast would compliment your site offering.

However, remember, it is more than likely a significant proportion of your users still use dial up so be careful how you implement broadband related changes.

RSS and XML

You will need to listen to the podcast for the details on this one. However, among other things XML provides the following opportunities to website owners:

  • The ability to put your content or products on a partner’s site so exposing them to a wider user base
  • Allowing better communication with users, while avoiding the pitfalls of email such as SPAM filters and poorly displayed HTML emails.

At the very least you should be considering adding an RSS feed for the news on your site.

User lead services

There is currently a new wave of social services such as digg.com, flickr.com and delicious that gives power to the users. Instead of relying on search engines to find content, these services allow users to recommend content to other users. This will affect the marketing strategy of your site:

  • You will need to place less time ensuring good search engine ranking and put more emphasis on the quality of your site
  • Because these services are user driven, old tricks used to "trick" automated search engines will no longer work.
  • Content will really become king and there will be a greater need than ever to ensure it is engaging.
  • Viral marketing techniques may become a more attractive option.

Web standards

I have talked enough about web standards elsewhere in this site so I wont say much here expect to point out that web standards (the separation of content from design) opens up a wide range of possibilities when it comes to branding. The same site could have multiple brands (looks and feels) depending on who is viewing the site and how they found it. Your site no longer needs to have a single look and feel, rather it can change to suit the person viewing or the device they are viewing on.

AJAX

AJAX is the coming together of a number of technologies which have been around for a while. They offer a new range of functionality that can really enhance the usability of your site. I recommend you take a look at the examples below and think about how that kind of functionality could benefit your site:

Google suggest (try typing in a search term)
Google maps (you can add this directly to your own site!)
Personalised Google (try dragging the boxes of content around once logged in)
Other great examples of AJAX at work

But remember not everybody’s browser can handle this kind of code so its important you can still use the site without it. Also, be careful that you do not just use it because it looks cool. Make sure it is useful to your visitors.

News: Headscape is recruiting

If you have a good understanding of XML/XSL/XSLT, web standards, JavaScript, ASP/PHP and SQL server then get in touch. We are happy to consider new graduates, however some form of commercial experience would be required.

You will be required to work alongside our lead developer and so will need to be able to commute to the Southampton area.

Send your CV to [email protected]

For more information on Headscape, visit our very out of date website :)

For more web design related news why not subscribe to my digg.com RSS feed or if you are a digg member add me as a friend at: http://www.digg.com/users/boagworld

Website storyboarding

With a project as complex as producing a new website, there is a lot of room for misunderstanding and confusion. That is why it is so important to have a clear specification of what the site will do and how it is structured. Enter the HTML storyboard.

Molly Holzschlag on her site has raised the issue of prototyping techniques and different ways of storyboarding a website. It would appear that everybody has his or her own method of doing this so I thought I would throw my approach into the ring.

Why storyboarding is important

Before I tell you how I go about storyboarding a site, let us recap on why it is so important. The structure and content of a site can have profound effects on design, budget, choice of technology and delivery timescales. Without a storyboard, there is room for confusion as to what exactly the nature of the site is. This can lead to last minute changes that in turn push out deadlines and increase costs. A good storyboard can provide everybody with a clear understand of the sites scope and minimise any late additions.

My approach

As I have already said, there are many approaches to storyboarding but my preferred approach is to create an HTML storyboard. This involves building a completely un-styled outline of the site using HTML. Although the storyboard does not include every individual page on the site, it does try to cover the major functional areas and main sections. Each page in the storyboard will include the main navigation, related links, a functional description of the page, and some notes on content for that page. Although each page has no design elements, it will indicate all of the major elements to appear on each page. Sometimes I also try to approximate the position of these elements to give a better impression of the final site.

The benefits of this approach

I believe that producing an HTML storyboard has several advantages beyond the improved communication I have already mentioned.

  • It allows the client to navigate around the storyboard as if it is the final site. This helps them get a much better feel of how things fit together.
  • You can also carry out valuable usability testing against this kind of wireframe
  • It is possible to layer additional css formatting on top of the HTML in order to try out different design concepts
  • If built right these HTML storyboards can also act as the basic HTML structure for the final site as well therefore reducing overall production time

Conclusion

Do I always use this approach? No. Sometimes the site (or budget) is too small to justify the work involved. I have also come to recognise that some of the theoretical benefits listed above do not always pan out in practice. However, on the right project, implemented in the right way, this can be a very powerful tool. A good HTML storyboard can act as the road map for the entire project.

Home working and departing friends

Well, today sees the first member of staff to leave Headscape since setting the company up in January 2002. It is a strange experience having a member of staff leave when you are a virtual company.

I do not think I have mentioned in this blog before that Headscape is a virtual company. This is probably not the best term to use as it gives the impression we don’t do real work, but I cannot think of a better way of wording it.

The benefits of a virtual company

By virtual company, I mean we do not have a central office. Each member of staff works from home and we communicate and file share with tools such as Skype, CVS and Groove.

People are often curious about an entire company home working and ask how well it works in reality. My answer is usually that it is brilliant. From the employee perspective, you do not have to commute and you can see a lot more of your family. For example, if I were still working for IBM when I used to commute an hour and a half everyday, I would only see my 2-year-old son at weekends. As it is, I see him throughout the day whether I want to or not! As an employer, I love it because my staff tend to work the hours they would commute and generally home working is seen as a big bonus that keeps people at the company longer. Not to mention the savings made on premises.

Communication really is not a big problem. There are so many tools out there these days that help, and broadband means that even telephone conversations are now free.

The drawbacks of a virtual company

I guess the only thing you lack is some of the social aspects of working in an office. Rob leaving Headscape today has brought this into sharp focus. There was no office party, no embarrassing speeches, and not even any goodbyes really. No doubt, he will log on to MSN messenger again on Monday and we will see almost as much of him as we normally would anyway. I think the fact that 99% of my communication with Rob has been online or the telephone means that his departure will take a long time to sink in.

A friend moving on

What I do know is that from a work point of view he will be sorely missed. He joined us as a graduate and has grown to be a talented web developer who has been hard working and really got stuck into the business. He has left Headscape to shape young minds by teaching IT and web development in school. How can any company compete with the opportunity to influence the next generation?

I wish him all the best in his future career and advise any web design companies out there looking for a web developer to offer him obscene amounts of money to lure him away from his noble new calling!