Web design news 02/08/10

This week: The 7 sins of web project management, Safari Extensions and Unicorn, an all-in-one validator from the W3C.

The 7 sins of managing web projects

First up this week, Rob Mills weaves a web based version of the 7 deadly sins by creating the 7 sins of managing web projects and explains how your projects will run better if you avoid Pride (by not being ashamed to admit mistakes), Envy (by not stealing *too* many ideas from other sites), Gluttony (by not acquiescing to every single client demand), Lust (by sanity checking your work against the client brief), Anger (by planning properly to identify risk points), Greed (by delegating and not handling everything yourself) and Sloth (by motivating your team).

Safari Extensions

Safari 5 was released this week and now adds extension support into the mix. Built with HTML5, CSS3 and JavaScript they allow you to extend the functionality of the Safari browser, much the way that Firefox, Opera and Chrome have done for a while. The Safari Extensions gallery has a growing selection to choose from, and the developer program allows you to develop your own.

W3C releases ‘Unicorn’, an all-in-one validator

The W3C validators remain one of the de-facto tools in the web developers toolbox, allowing us to check the validity of our code and fix any issues that are highlighted. Wether you’re checking the validity of markup, CSS or RSS, Unicorn rolls multiple validation tests into a single, easy interface and is inviting developers to enhance the service by creating new modules. Unicorn allows multiple tests to be performed on a given website address and collates the results, so you no longer have to do separate tests on your markup and CSS, for example.

Controlling the website animal

Has your website grown into an out of control monster? Does it consume your time and energy with its mountains of legacy content? If so its time to put it on a diet.

Ask any in-house team whether their website is bigger than it should be and the answer will always be yes.

The bigger the organisation, the bigger the website. However, just because the company is bigger does not mean its website should be. Most of the time the site is bigger because there are simply more people who want their say!

Unfortunately big sites, with lots of legacy content, create serious problems.

Why monster sites suck

Monsters demanding to be fed

Cristian34, Shutterstock

There are in fact a plethora of problems. However the big five are:

  • Time consuming to maintain – When your website comprises of many thousands of web pages, it takes considerable man hours to update and maintain. Rarely do web teams have sufficient resources to stay on top of the sheer number of updates required.
  • Often out of date – Because there is just so much content, it becomes next to impossible to keep everything up-to-date. If a product line is dropped or a key member of staff is replaced, you may need to review thousands of pages to find every reference and correct it. Admittedly most sites of this size are managed by a distributed team of content providers, but realistically you cannot rely on them to keep their content current.
  • Difficult to migrate – With different pages built on different systems and using different code it becomes a nightmare if you wish to update the sites look and feel. In fact the task is so overwhelming that in-house teams often only update the central site vowing to ‘get around to the rest’ as soon as they can. This creates an inconsistent user experience of undermines the professionalism of the site.
  • Hard for users to find content - If finding a needle in a haystack is hard, imagine trying to find a needle in a barn of straw. The bigger the site, the harder it is for users to find what they want. Navigation and information architecture becomes increasingly complex while search returns an overwhelming number of results. Content providers put up content because ‘somebody might want it’ but all they are doing is making it harder for users to find what they really need.
  • Creates a lack of strategic thinking – Because the web team is spending so much time just staying on top of the existing website they have no time to stop and take stock. They never have the chance to step back from the site and plan its strategic direction. In essence they cannot see the wood for the trees. They work on the micro rather than macro level.
  • Little quality control – Finally with a website too big for any web team to successfully manage the quality begins to slip. Content providers do not present content in a consistent manner, they make unwise design decisions and their copy is bland and uninspiring. Without some central group overseeing the output of content providers, the quality of the site will inevitably suffer.

If the drawbacks are so obvious, why is it that so many websites have grown out of control.

Why things don’t change

Large organisations suffer from two evils, bureaucracy and politics.

Two monsters representing politics and bureaucracy

Cristian34, Shutterstock

Bureaucracy says certain things have to be done whether or not they make sense. For example, university research groups have to have a website in order to secure funding. These sites have to exist even though many researchers don’t care about them and they receive next to no traffic.

The problem is that nobody has the time or evidence to challenge these bureaucratic rulings, or think of alternative approaches.

The bigger problem however is politics. In the grand scheme of things most web teams rate fairly low in the pecking order. When somebody comes along requesting an update to an unused webpage, they simply don’t have the authority to say no. They certainly cannot get away with arbitrarily removing unused, irrelevant or out of date content.

How then can we control the growth of monster websites?

Avoiding politics, create policy

In many cases organisations turn to companies like Headscape to solve these issues. They know that calling in an outside specialist (especially one experienced in dealing with company politics) will get stuff done. Strangely senior management will pay more attention to an outside consultant than their own in-house team.

An outside consultant can also get away with asking naive questions and suggesting unacceptable solutions because they “don’t know how things work”. It is amazing how powerful the question “why?” is in challenging long held political decisions.

That said, there are things you can do yourself without outside help.

Large organisations like rules and structure, so create some. Instead of turning every change into a political or personal battle, make it a policy instead.

People are much more likely to buy into a policy that isn’t directly targeted at them, than to a direct confrontation. Confrontation forces people to depend their position and that never leads to a good place.

What am I talking about in practice? I am suggesting you let the numbers do the talking. Here are three policies you might want to introduce at your organisation…

The link on the homepage that receives the least clicks will be automatically replaced.

If you think about it this makes a lot of sense. Everybody would agree in theory that the most important content should appear on the homepage. They also believe that their content is the most important. This is why so many homepages become a battleground.

By implementing a policy like this you are ensuring that the content most crucial to users floats to the homepage. More importantly the web team is not the group making the tough decisions and dealing with the internal politics. Instead it is a policy that everybody has agreed to.

Pages that do not meet a minimum thresholds of page views and dwell time will be unpublished until rewritten.

Depending on the threshold this could dramatically reduce the size of your website.

By combining page views and dwell time you ensure that any content remaining is both popular and useful.

Admittedly this one is going to be slightly tougher to sell which is why I have softened the consequences. I could have suggested that such pages are just deleted. However, instead I propose they should be rewritten. This gives you the opportunity to help whoever published that content to improve their copy so it meets the threshold next time.

Webpages that has not been update in the last six months will be unpublished until the content can be reviewed.

This is my favourite. In a single stroke you have dealt with out-of-date content on your website. What is more everybody will agree that content needs keeping up-to-date.

The only possible argument against such a position is that some content does not need updating every six months. That is true. However, all the content providers needs to do is review their pages in the CMS and the page will remain online. If they can’t be bothered or forget then the page is only unpublished, not deleted.

Softening the blow

Boxer

Cristian34, Shutterstock

I know what you are thinking. You are not sure if you could get this through. You are also thinking about all of the external and internal links that lead to the pages we have just unpublished.

Fortunately you can soften the blow if necessary. Instead of unpublishing the pages you can remove them from the main navigation and search results. This means that navigating and finding content becomes easier, but the page still exists for those who desperately need it.

I would however add one caveat to this suggestion. Because these pages could be out-of-date, misleading or downright bad, I think it is important to add a notice to them which reads…

This page could contain out of date information or no longer reflect our organisations current position. The page is currently under review and will either be updated or removed.

I would then set a time limit for content providers to review the page and update it accordingly. If they fail to, then the page will be unpublished.

So what do you think? Could this work? Let me know in the comments below.

Need help overcoming internal politics so you can improve your site? Give me a call (+44 7760 123 120) or drop me an email, I would be glad to help.

Web Design News 11/05/10

This week: Engaging and helping your users, the power of habits, why business writing is so awful and things to do at the beginning of each project.

Engaging and helping users

For the longest time usability was the mantra of the web design community. However simply making our websites usable is not enough. We also need to make them engaging too. We need to build a relationship with our users so they are passionate enough to spread the word.

However, engaging and motivating users is still in its infancy and has proved a learning process. This is beautifully demonstrated by three posts this week.

If you are new to the idea of engaging and enthusing users I recommend you start with Simple Strategies for Engaging Your Visitors. This post on six revisions lays out the basic principles of engaging visitors. In particular it looks at…

  • The ability of great content to engage
  • Engagement through giving users status
  • The power of letting your personality shine through
  • The use of humour
  • The need to communicate regularly
  • And the importance of usability

Although a great article it does not delve very deeply into the subject and has relatively superficial suggestions. However, Mashable has released a post entitled HOW TO: Cultivate Your Brand’s Super Users that delves a little deeper.

Image of a lego man streaking

Image Source: balakov

Instead of asking the question “How can get users to pay more attention” it suggests…

[We] flip that traditional marketing question around and ask, “How can we pay more attention to our users?”

The post then goes on to give four example case studies of websites that have done exactly that.

However according to Kathy Sierra in her recent talk at Business of Software 09, even that is not the right question. She proposes we should be focusing instead on how to empower users by creating sites that allow them to do things better, faster and smarter.

It’s a superb presentation that I recommend it to anybody with a desire to service their customers/clients/users better. If you don’t have the time to watch the entire presentation at least  read the summary on Konigi.

The power of habit

My second news item this week isn’t really directly related to web design even though it appears on A List Apart. Habit Fields is a fascinating post about how we form habits around objects. Here is how the author explains it…

Every object emits a habit field. When we sit down at the desk in our office to work, we shape its habit field into a productive one. When we sit down in a lounge chair to watch our favorite TV program, we nudge the chair’s habit field toward relaxation and consumption. The more we repeat the same activity around an object, the stronger its habit field gets. And the stronger its habit field gets, the easier it is for us to effortlessly fall into that mode of behavior the next time we’re around the object.

He goes on to explain how this can be problematic for a productive working environment especially in regards to computers. Its easy for you to ‘nudge’ the habit field of your computer so that you associate it with checking email, IM and tweeting rather than actually getting stuff done.

All of this sounds a little fanciful but the article does suggest some useful ways of controlling your environment in order to generate more productive habits.

Although it is an interesting article from a productivity perspective, it also got me thinking about how users form habits around our websites. Consequently small changes and decisions we make can nudge those habits in different directions. We certainly need to be careful when changing an existing site. Yet more evidence that large design changes are not always a good idea. Beyond that I don’t have any great insights but the article was certainly inspiring.

Have a read and let me know in the comments below whether you can see parallels with site design too.

Why is business writing so awful

It would appear that Jason Fried of 37Signals is jumping on the content bandwagon with a couple of posts on the subject.

The first is for Inc. Magazine and is entitled “Why is Business Writing so Awful?” His conclusion – because it all sounds the same. He writes…

When you write like everyone else and sound like everyone else and act like everyone else, you’re saying, “Our products are like everyone else’s, too.” Or think of it this way: Would you go to a dinner party and just repeat what the person to the right of you is saying all night long? Would that be interesting to anybody? So why are so many businesses saying the same things at the biggest party on the planet — the marketplace?

He then goes on to highlight some great examples of well written copy.

He concludes with this…

I can already hear some of you saying, “Sounds great. But I can’t write.” So hire a writer.

I have said it before and I will say it again, it amazes me why businesses invest so much in design and so little in copy.

Tired woman are sleeping and holding cup. Laptop is situated on the table.

Tokar Dima, Shutterstock

Of course writing isn’t just limited to website copy. It also applies to the emails we write in response to user enquiries. On the 37Signals blog Jason gives an example of how important it is to be positive when saying no to a customers question. He concludes by saying…

Tone makes all the difference in the world.

I couldn’t agree more.

Things to do at the beginning of each project

I want to end today with a nice little checklist from Leah Buley at Adaptive Path. “Things to do at the beginning of each project” does exactly what it says on the tin with a list of things to remember when starting work on a new project.

Photo of the A Team

This is a worthwhile read for both web professionals and website owners. Although written from an agency perspective the list is applicable from both sides of the fence.

Some of my favourite items include…

  • Plan for a mid-point triage period. Even if you think things will go swimmingly, you’ll need it. Treat this as unstructured time for resolving lingering design questions. If possible, this should be face-to-face time when you get the the whole team together (including clients) and poke a stick at the designs (in the interest of making them better, of course!).
  • Create “this week” and “next week” signs. Pick a prominent spot on the wall and put up 2 signs: one that says “this week,” and one that says “next week.” As the weeks roll on, put whatever you’re supposed to be working on this week in the “this week” spot. And put whatever you’re supposed to be working on next week in the “next week” spot. When you feel overwhelmed by the amount of work left to be done, look at the “this week” sign and feel calm.
  • Communicate a lot. Use the back channel. Call people up and ask them how they think it’s going. If you have important information, try to think of everyone who will be impacted by it, and then try to share it, in whatever form is appropriate. Give senior or influential people previews before any “big reveals” to avoid unpleasant surprises during the Big Presentation.

Do you have a project checklist like this? If not it is definitely worth creating one. Rolling out a web project is extremely challenging and complex. It is not the kind of thing you can easily hold in your head. Make a list!

Web Design News 13/04/10

This week: How to be the worlds worst project manager and how to alienate visitors. Also, why FAQs are failing and why page weight still matters.

How to be the world’s worst project manager

Project management is a thankless job. Most of us undertake it reluctantly and yet moan about those who do it as a full time job.

At Headscape we have 3 project managers for a company of 18. Sounds like a lot doesn’t it? However, we have learnt that setting our designers and developers free from the burden of project management does wonders for their productivity and having somebody constantly available for our clients makes a dramatic difference to customer satisfaction.

Unfortunately smaller agencies or freelancers do not have project managers. This shifts the burden of project management onto the client or the person actually building the website. The problem is that these people often do not have much experience or training on how to run projects smoothly.

Fortunately Sitepoint has a bit of advice for those of you who are landed with managing projects. Entitled “14 Ways to Be the World’s Worst Web Project Manager” the post outlines a number of ways you can improve how you manage projects. It does this by highlighting 14 ways things can go wrong and explaining how to avoid these pitfalls.

Whether you are a website owner running a project or a freelancer dealing with clients this article is a good read.

sambarnes.com

Infrequently asked questions

Does your website have an FAQ section? Chances are it does. Most websites seem to have them these days.

The question is why? Do we have FAQs because users find them invaluable or do we have them as a sales tool or dumping area for stuff we don’t know where else to put?

image of question mark

Stephen Gracey certainly doesn’t have much time for them. He writes on A List Apart

FAQs often read like a fictitious back-and-forth conversation between the eager, inexperienced user and the wise, venerable expert, covering all the basics from the beginning, and urging purchase at every step:

Q: What is this product?
A: It’s a widget. It’s the best widget you’ll ever find. You should buy one.

Q: Is it hard to use?
A: NO! It’s the easiest widget on the market. You should buy one…

On the whole, FAQs like these patronize users.

Personally I tend to agree. For a long time I built websites with FAQ sections. However I have seen them abused so many times, that I have lost faith in them.

In his post Stephen goes on to ask if FAQs are ever appropriate and if so how they should be used.

Despite his negative attitude to FAQs he actually writes a constructive article that suggests the best ways FAQs can be used and outlines scenarios where they are actually appropriate.

If your website has an FAQ section or you are considering adding one, please read this post.

Loses some weight

You work out everyday and eat a healthy diet. However you could really do with losing some weight.

No I am not encouraging anorexia, I am referring to your website.

fat stomach

For fear of sounding old, I remember the days when websites had to be under 50k to be usable. Anything larger would take too long to download.

However todays websites have become fat and bloated. What made us suddenly think this is acceptable?

Sure, most of us have broadband and so speed is not as big an issue. However as Sitepoint explains in “minimising page weight matters” there are still 3 good reasons for keeping your website lean…

  • 10% of users in western countries still use dialup.
  • Internet use in Asia and Africa is exploding. However their connection speed is typically slower.
  • Mobile devices are quickly becoming a major method of accessing the web and yet have slower connections than their PC cousin.

Personally I would add a couple more reasons to the list…

  • Google is considering making performance a factor in how they rank websites.
  • Jacob Nielsen reports that speed considerably impacts a sites usability.

Fortunately there are loads of things you can do to make your website faster. For a start you can read my post ‘5 ways to give your site a speed boost in less than 30 minutes‘.

How not to alienate visitors

Engagement is the ‘in’ phrase at the moment. We should all be ‘engaging’ with our users. Marketeers and website owners are particularly enthusiastic about the idea and not surprisingly. Talking to your users provides a lot of benefits…

  • It can improve your product and site
  • It can reduce costs
  • It can encourage users to promote your brand
  • It improves customer satisfaction

The list goes on.

However, despite this enthusiasm among marketeers and website owners many seem to continually put barriers in the way of that engagement. From hiding phone numbers to overly demanding forms, it would seem that many are actively trying to discourage their users from talking to them.

Sample feedback form

In his post for boagworld, Andy Wickes looks at the problem and suggests a number of ways you can make yourself more accessible to your users. In particular he looks like…

  • Social networks
  • The telephone
  • Contact forms
  • Asking questions
  • Thanking users

If you are struggling to engage with users this may be a useful starting point for identifying what is going wrong.

Web Design News 30/03/10

This week: Does the fold matter after all, 5 quick ways to improve your sites usability, how to blog when you’re not a writer and ensure your projects run smoothly.

Does the fold matter after all?

It is with much fear and trepidation that I include this story. Many website owners are obsessed with this mythical element called the fold (the point at which users start to scroll). As a result they often insist that content is crammed as near to the top of a page as possible.

Of course in reality there is no such thing as the fold. The point where scrolling begins varies massively depending on browser, screen resolution and plugins installed. Also, if you insist that too much content is above the fold, it will do more harm than good.

That is why generally speaking I have encouraged clients to ignore the fold. However, although users do scroll and so in a sense the fold is redundant, we do know they give more attention to content higher on the page.

Jakob Nielsen reinforced this fact in a recent post entitled Scrolling and Attention. He writes…

Web users spend 80% of their time looking at information above the page fold. Although users do scroll, they allocate only 20% of their attention below the fold.

Eye Tracking image from Nielen's post

So in truth we should be looking to allocate important information as high on the page as possible. However, that does not mean cramming all information above the fold. Instead we should follow Nielsen’s advice…

The material that’s the most important for the users’ goals or your business goals should be above the fold.

This doesn’t mean the rest of your content will be ignored. As Nielsen goes on to say…

People will look very far down a page if (a) the layout encourages scanning, and (b) the initially viewable information makes them believe that it will be worth their time to scroll.

Essentially the content above the fold has to draw the user in and encourage them to scroll.

5 quick and easy ways to improve your sites usability

So recently we had Steve Krug on the show talking about how we should all be user testing our websites more.

This is something that we all know but often fail to do. Part of the problem is that we are simply not in the habit of thinking about usability enough.

Well this week I stumbled across a post that shares 5 quick and easy ways of improving your website’s usability, while getting in the habit of thinking about usability.

All 5 suggestions are excellent. However, the one I particularly wanted to mention was a service called the 5 Second Test. As the post explains…

It allows you to create two different user tests by uploading a screenshot of your webpage. The first test is a memory test: users get 5 seconds to have a look at your screenshot and need to describe afterwards what they remembered. In the second test, the user can click on the screenshot for a period of 5 seconds and can give a descriptive text on each point.

The results are shown in a handy heatmap-like overview which can be downloaded for further analyses. It is free and you can share these tests with your twitter friends.

http://fivesecondtest.com/

What is so great about this service is that it provides an excellent way to establish if your design has the right visual hierarchy. Do users spot key elements and do they understand what those elements do?

Blogging when you’re not a writer

I have written a fair amount about the challenges of blogging (1)(2). However a recent article on pro blogger has identified another reason why so few corporate blogs succeeded… people are afraid of writing.

notepad

Image Source

Running a corporate blog can be an excellent way of increasing search engine visibility, attracting new customers and engaging existing users. However, many are put off because they feel they cannot write.

This post provides some excellent advice about on to start writing, and even how to blog without writing at all!

The author talks about how to structure posts, how to proof them and also looks at the use of imagery and video. It really is an encouraging place to start if you feel intimidated by blogging but want to try.

There is also some great additional advice in the comments too, so make sure you check them out as well.

Ensure your projects run smoothly

Simon Collison has written a superb series of posts on ensuring projects run smoothly.

There are nine posts in total covering…

  • Goal directed design
  • Collaboration
  • Audience
  • Methodologies
  • Roadmaps
  • Creativity
  • Conventions
  • Prototyping
  • Narrative

I have to confess I have yet to read all nine, but what I have read is absolutely spot on. I cannot recommend them highly enough.

My favourite so far has been the post on collaboration with your client. This is essentially what I was talking about this year at SXSW. He obviously takes a very similar approach. He writes…

I wholly believe that our processes should be inclusive, and that all members of a team can influence all aspects of the design and build of a product.

One of my most stringent rules as a creative director is that anyone, anywhere in the team can feel free to add value. They all have brains and common sense. Anyone, at any stage can contribute an idea, pose a question, throw a spanner in the works.

Amen to that. Best of all, he goes on to say he considers the client apart of that team…

I believe that the client team has an incredible amount to contribute. It’s easy to dismiss those new to the web who may be commissioning the project as “clueless technophobes”…

The danger is to dismiss the insight they can give you with regard to the organisation itself. The client can educate us about their sector, area, community or their place within it. Our job is to listen, discuss, and interpret this knowledge for a web audience.

client, designer and developer working together

I really could just quote from these posts all day, they are that good.

I know nine posts feels like a lot of information to read. However, I cannot recommend this series strongly enough. He should be packaging these as an ebook and selling it for an outrageous price.

198. jQuery goodness

This week on Boagworld: Dave interviews Remy Sharp creator of jQuery for Designers and Matt Bee dares to review the Website Owners Manual.

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Quick tips for better design

We all need design tips whether we are a designer, developer or website owner. No matter what our job, we all have to present things and could do with advise on how to do so better.

Enter “Make your design pop” a great little guide to small changes that make a big difference.

The post consists of 8 tips that will allow you to quickly improve pretty much any design. My favourite tips are:

  • Layout on a grid
  • Defy image boundaries
  • Add whitespace

However, the whole list is worth a read.

One other thing they could have included is ‘add some depth.’ Fortunately there is another blog post that deals with this ‘Six fundamental ways to add depth to your design.’ One thing I particularly liked in this post was there advice on shadows. Apparently subtlety is the key. Although I may struggle with this in life, I would have to agree that with design shadows at least, it is true.

Examples of different levels of shadowing

How web designers frustrate clients

I am in the middle of writing a post about how frustrated web designers get with our clients and how to overcome the problem.

I was therefore interested to see a post that looks at what frustrates clients about web designers.

According to this post the 5 most frustrating comments a designer can make are:

  • I can’t do that
  • That’s going to be expensive
  • Sorry for the delay but I’m working on other projects
  • I know you asked for X, but I thought it would be better to do Y
  • What was that?

Although I am not sure I agree with every point raised in this post, the underlying message is spot on – as web designers we need to learn to communicate better.

As I said in my dubiously entitled post ‘hiring a web designer is like getting married‘ communication is essential:

Too many web projects fail because their is a lack of communication. You want an agency that is always on the end of the phone, quick to respond to emails and constantly giving you feedback on the project.

Both sides can learn from this lesson.

Should we be designing in the browser?

Outside of the IE6 controversy (which I am fed up of talking about) probably the biggest discussion point is whether we should be designing in the browser.

Andy Clarke has been pushing hard for this approach and puts forward a good argument. However, others are concerned it could damage creativity.

It is something we have debated extensively in Headscape. Our answer? – It depends.

It’s not an either or decision. In my opinion (and that of the others at Headscape) you need to pick the right approach on a per project basis.

If a client is switched on or the project requires a greater degree of creativity then design in a package like photoshop maybe the way to go.

On the other hand if the website is more utilitarian and the client has trouble with things like liquid layout or progressive enhancement, then building in the browser may be better.

That said, if you are going to build in the browser you might want to read 12 killer tips for designing in the browser.

The article tackles font embedding, rounded corners, shadows, colour opacity and much more. Of course these are techniques useful to you whether you design in the browser or not. However, the article emphasises their importance in that context and even provides a summary argument for browser based design at the beginning.

Remote user testing: Good or evil?

Have you noticed how many remote user testing services have started to appear? Essentially these services allow you to video users interacting with your website and completing tasks you set.

I have to confess that until recently I rejected the idea out of hand. It simply could not compare with face to face user testing where you could ask questions and respond to users actions.

However, after reading ‘Unmoderated, Remote Usability Testing: Good or Evil?’ I have modified my view.

I still believe that remote testing cannot replace face to face testing. However, I do now see it as complementary.

The article lays out a lot of good reasons for considering remote testing. However, the two that convinced me are:

  • It’s quantitative testing – Typically people only test between 5-8 users face to face. Although we know this is enough to find most problems, sometimes others need convincing. Remote testing allows you to test considerably more users and build up a statistical perspective.
  • Potentially it can be more realistic – Some remote testing services allow you to intercept real users who are completing real tasks on your site and ask them if they are willing partake in remote testing. This means that unlike traditional testing they are considerably more motivated because they are completing their own tasks. They are also doing so in their natural environment and on their own PC.

If like me you have dismissed remote testing out of hand, or if you have not encountered it before, definitely take the time to read this post. They also have an excellent list of remote testing services.

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Remy Sharp talks about jQuery

Remy Sharp is the creator of jQuery for Designers, a superb collection of screencasts and tutorials for adding jquery to your website.

Listen to the Remy Sharp interview

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Review: The Website Owners Manual

The website owners manual by Paul Boag, published by Manning Publications

The website owners manual by Paul Boag is targeted to help those who own, run or manage web sites make them more successful. A quiet and humble man Paul has attempted to deliver all the lessons learned through more than 10 years of experience, at all stages of a site lifecycle, into a single resource. The result is a book that will help those responsible for websites be as successful as they can.

Covering topics ranging from selecting the right web agency all the way through to planning for the future, not all content might be appropriate for all website owners, but if the desired audience pick up this book, I don’t think there a single reader that will not learn something and become more successful in their role because of this book.

The book contains succinct well considered advice, which will not overwhelm any reader. I thought there might not be quite enough in depth information, or further resources, provided some sections to really make a difference, like reviewing site analytics. The book could have also better proofed, but this is a matter for the publishers. Not to mention one of the images depicting a developer in a tie.

The website owners manual is divided into standalone chapters that each covers a different stage or process involved in running a website. The 12 chapters cover:

  • The secret to a successful website
  • Stress free planning
  • The perfect team
  • Differences over design
  • Creating killer content
  • User centric design
  • Ensuring access for all
  • Taking control
  • Decoding technobable
  • Engaging visitors
  • And finally, Planning for the future

Although not all chapters will be relevant to all website owners, and any experienced website owner will probably have a lot of the advice and recommendations in place, there is still an awful lot to either learn, or be reminded of while running your website.

The topics covered in the book do a good job of providing a feel for the requirements of each stage in the web site process. Some really useful content includes stress free planning, the perfect team, decoding technobabble and becoming number 1 on google.

firstly, Stress free planning, where in the “picture your users” section, Paul explains how you can research properly, prioritize your users and use fictional personas to better understand and relate to your target audience.

The Perfect team does an excellent job of explaining why a brief is so vital, even for small changes. Including an annotated example brief for fictional client “The Joke Factory” to explain why each part of a brief is so important.

Selecting the right people to work on your website might be the most important (and expensive) decision you make in the whole life of your website so it was good to see the steps Assessing proposals, interviewing the short list and evaluating agencies (especially with advice on talking to references).

Decoding technobabble is a problem for all us developers, so despite Paul claiming web developers are going to hate this chapter, I know my clients won’t hate me reading it. Not using simple terms to explain how a website works and introducing concepts like hosting is something I know I frustrate people I work with, but not for much longer.

Whilst reading the becoming number 1 on google section in the chapter driving traffic I was very pleased to read Paul explains about Black hat search marketing methods and why site owners should steer well clear of these underhand techniques.

In Planning for the future, I can take a lot from concepts such as Microformats, APIs and alternative devices concisely explained direct to my clients.

I really think this book is a must for any person responsible for a website, due to the wide range of topics covered. Although as I said, not all chapters will be relevant to all website owners, there will be more than enough for the book to be a real valuable resource. I like to think of it as a fully fledged consultant sitting on my bookshelf.

There were real moments of enlightenment about how I can help clients really grasp the requirements behind an effective site. I hope this will dramatically improve my client communication using Paul’s thorough but clear explanations of the concepts required for a successful website.

So that’s what I thought about the website owners manual, but its only the tip of the iceberg, and each person that reads the book will take learn something different, so I urge you to buy it and see what it can do for you.

By Matt Bee

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Don't reduce your designers and developers to stereotypes

Rob Borley warns against reducing your designers and developers to stereotypes if you want to get the best work from them.

At Headscape I have the privilege of working with a group of very talented people. Both our development team and our design team are on top of their game and it makes my job of Project Managing a little more straight forward because of it. A big part of my job is getting the most out of both of these teams by facilitating them working together in the most effective way. I’m often asked questions like, “Who do you prefer to work with; designers or developers?” and “how does working with developers differ from working with designers?” So here is my inside track on this age old tussle. Designers or Developers?

Your stereotypical developer is a rather pale individual (as they are afraid of the outdoors) with no social skills. They come in two sizes; 9 stone weakling or 30 stone monster. They spent their childhood playing Dungeons and Dragons and have now matured to a level 70 paladin in World of Warcraft (usually playing as a member of the opposite sex). They were always picked last for any kind of sport and have spent every waking hour since they were twelve in front of a screen, in a room with no natural light, talking to their ‘friends’; online. 99% of all developers die a virgin. 1% are scared of the question, curl up into a ball, and cry.

Illustration of a code monkey

Image credit: JawboneRadio

Your stereotypical designer on the other hand is a charismatic, in your face, individual. Both confident and creative; a dangerous combination. They have lots of real world friends but are secretly hated by most of them. Constantly seeking inspiration they bore easily and become irritable as result. All designers, without exception suffer from Attention Deficit Hyperactivity Disorder.

A recipe for disaster

Putting these two groups together is not a good cocktail. Fortunately, these caricatures, in my experience, are not entirely accurate.

I’m actually loathe to put either designers or developers into boxes. From what I can tell they don’t seem to follow any discernible pattern in character traits. Some developers are quite introverted while others are quite the opposite. Some designers are sporty while others couldn’t catch a cold. Some developers enjoy the great outdoors while some designers find their inspiration in Second Life. In trying to manage the team I need to gather an understanding of them as individuals.

It’s important to understand how your team works. One individual will work most effectively when set a whole stream of tasks with a distant deadline and left to get on with it. While another will be more efficient given bite sized chunks and offered more consistent interaction and faster feedback.One member of your team will thrive on pressure and enjoy short timescales while another will need shielding from the realities of your deadlines and coaxing gentling into delivering on time. You may have an individual that needs to go for a walk regularly to be at peak productivity while another works most effectively if they get their head down and charge for 6 hours straight.

As a PM your goals are always the same. You need to deliver your project on time. However your route to your goal is dependant on the resources that you have available. Your number one resource is your team. Trying to force team members to all work the same way is counter productive and, while you may enjoy some success, is not sustainable.

The best route to goal

Get to know your team. Discover their quirks and eccentricities and use these to get the most out of them. I enjoy my role as a PM because, more than anything else, it’s a job about people. I guess this means that the answer to the question is that I really have no preference over designers or developers. I enjoy getting to know my team and discovering the best way to work with them as individuals.

I believe that this is the most effective way of getting the job done. And hopefully it makes for a better experience for all involved.

What about you?

So what about you? How do you work with designers and developers? What has experience taught you?

Maybe you are a designer or a developer? How have you been treated by clients and project managers? Have you been reduced to a stereotype that you resent?

184. HTML5

On this week’s show: We interview Jeremy Keith about the truth of HTML5 and Ryan Carson shares some more advice about building your own web application.

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News

Apple and UI design

Whether you are a fan of the Mac OS or Windows, there is no denying that Apple know what they are doing when it comes to user experience design. There is a lot that can be learnt from them whether you are developing a piece of software or even a website.

This week I have come across two sites which perfectly demonstrates just how deep Apple’s knowledge of UI design goes. The first is Finer Things in Mac, which is a site dedicated to highlighting the small details in the mac OS UI which makes it shine. Examples include:

  • The naming of buttons so they are more descriptive than “Okay” or “Cancel”
  • The way Time machine changes the clock in the menu bar as you go back in time
  • The accuracy of progress bars when compared to windows

The second area that demonstrates Apple’s expertise is in how they have chosen to tackle accessibility on the iPhone 3.1 interface. It is hard to imagine that a touchscreen device with only one physical button could ever be accessible to blind users. However, it would appear they have made it happen.

Marco, a totally blind user who works with Mozilla wrote in his post My first experience using an accessible touch screen device:

I must say this was an amazing experience! My fingers definitely need to get used to gestures such as flicking or tapping, or using a rotor. But having an iPod Nano 4th generation helped with that, since moving the finger over the screen like on a dialer felt most like tracking around the iPod’s click wheel. Even the sound the rotor makes is the same.

This amazing result is made possible by Apple’s VoiceOver technology which is extremely hard to describe. However Apple do provide a video that demonstrates the technology in action and I highly recommend you watch it.

Do you need cake if the icing is amazing?

On last week’s show I talked about 3 Ways to Stand Out From the Crowd. One of the things I mentioned as part of that post was Paul Annett’s talk at SXSW called Oh… that’s clever. In this talk he looked at ways to add design delights that excite and amuse users.

Although I am a massive fan of this approach, it can be taken too far. A Sitepoint article entitled: Do You Need Cake if the Icing is Amazing? looks at one example of where this happened.

The article is about the HEMA website where as the author describes it:

The site renders as what appears to be a garden-variety, IKEA-like online store: navigation tabs along the top and popular products displayed in a grid. Yawn. yawn.

That’s when reality seems to break, and strange and wonderful stuff start to happen.

It all begins when a plastic cup tumbles over, bumps the sticky tape, and a domino effect is set in motion. The tape then crashes onto the stapler before squishing the cake, noisily sliding down the xylophone, and knocking over the fluorescent pens like skittles.

This chain of slapstick events continues, drawing ironing boards, blenders, yo-yos, coat hangers, and kettles into the growing maelstrom before eventually breaking out into parts of the site navigation and text.

By the time this sequence of events has all played out, the tabs are torn and frayed, the navigation text has collapsed into a puddle, and confetti flutters about from above. Very, very cute.

The post is an interesting analysis of the pros and cons of this kind of approach. It concludes by saying:

But as sublimely clever as the animation is, I have to wonder if this project, and the buzz it created, has translated into anything particularly useful for the HEMA business.

What’s more, I wonder how many users have ended up feeling disappointed, frustrated, or confused by being unable to find some of the “bread and butter” basics like locating a store, giving feedback, or asking a question.

I have to say I agree. Although adding design delights and easter eggs is nice, it is easy to overstep the line and end up damaging usability and accessibility.

GIT: Your new best friend

If you develop websites as part of a team you probably use a version control system. We do at Headscape and it seems to be common practice. At the most basic level a version control system allows you to manage files, prevent overwriting by multiple contributors and allow rollback to previous versions of an entire site or a particular file.

The dominant player in this market is Subversion but there is a new kid on the block which seems to be getting a lot of press.

Git is a free & open source, distributed version control system designed to handle everything from small to very large projects. Every Git clone is a full-fledged repository with complete history and full revision tracking capabilities, not dependent on network access or a central server.

This distributed approach has a number of obvious benefits, but it would appear this is just the tip of the iceberg. Think Vitamin has published a post entitled “Why You Should Switch from Subversion to Git” which explains the advantages of Git in full.

There is also a detailed introduction to Git on Sitepoint entitled “Git: Your New Best Friend“.

I freely confess that I know nothing about version control systems (that is Dave and Craig’s areas of expertise). However, I have seen a lot of love for Git online and if you are a developer this is almost certainly worth checking out.

Project management and simplicity

Building and running a successful website is about a lot more than having a great design team. It is also about having a visionary website owner who can think creatively and manage projects successfully.

However, being able to manage projects and have time to think creatively about your site can be a challenging combination. Life is simply too hectic.

Fortunately there are two posts this week that might go someway to inspiring and organising you better.

The first is “How Simplicity Can Help Creativity“. It looks at how simple changes to your routine can help grow your creativity. It contains good solid advice, although admittedly some of the suggestions are primarily aimed at writers.

The second is a Smashing Magazine article entitled “How to Find Time For Everything!” This is essentially a productivity post. However, it is particularly aimed at web workers. It covers everything from your working environment to prioritising and planning.

Both posts are worth a read if you find yourself constantly caught up in the day to day running of your website and never get the opportunity to think more strategically.

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Interview: Jeremy Keith talks about HTML5

Paul: So we are doing our first interview of the day at dConstruct, and joining us, of course, is Jeremy Keith – hello Jeremy.

Jeremy: Hello.

Marcus: Such a happy hello.

Paul: It is, he’s a happy, jolly person; well known for his jolliness.

Jeremy: It’s true.

Paul: So, HTML 5.

Jeremy: Yes.

Paul: There has been so much talk about HTML 5 recently, we thought, as we’re going to be seeing you, as we’re going to be at dConstruct, we ought to grab you and talk about the subject of HTML 5. Now, I haven’t thought through in a huge amount of depth want I want to cover…

Marcus: Surely Jeremy in cartoon form is want you want to cover?

Paul: Yes, that’s a really good point.

Jeremy: I was really shocked you haven’t prepared.

Paul: Yeah, but actually I managed to watch the cartoon, or read the cartoon.

Jeremy: So that was about you’re level.

Paul: That was about my level, yeah, I felt happy there. So maybe just run through this fundamental issue that XHTML 2 has gone away; HTML 5 seems to be the new thing that all the cool kids like, so what’s going on there?

Jeremy: Okay, well first of all HTML 5 has been around for quite a while; they’ve been working on this, so nothing has particularly changed. Well, Google had their IO Summit thing a few months back, and they came out and said, “We totally support HTML 5, and we think it’s the future”, and suddenly a lot of people got very interested in HTML 5 who hadn’t been paying attention, which is a bit weird. It’s like it’s been going on for ages, but as soon as Google says it’s interesting then people are interested. So that was one thing that kind of sparked a bit of interest in HTML 5 which is kind of good to see. But then the whole XHTML 2 thing was just really bizarre because I hadn’t realised the misconceptions that a lot of plain old working web developers were under about the format. Basically, XHTML 2 has been dead for years, and I thought everyone understood this.

Paul: No.

Jeremy: Okay, so HTML 4.01 was finalised around 2001, and after that W3C said okay, HTML is done, and we think the future is XML based… all these various XML based technologies, and amongst that is XHTML. Now, we all rated XHTML 1, but all that was, was just HTML 4, really. I mean all it is, is just an XML version of HTML. Nothing new was added, it’s all the same elements; everything works pretty much the same. So, really, XHTML 1 is just HTML, and most people used it that way, they would serve it as HTML. This upset a lot of people who thought, “Oh no, you’re serving XML as HTML and that’s bad,” but most of us didn’t care, you know. Browsers rendered it, we were able to validate against it, and that was good. I mean that’s why I use XHTML 1. I serve it as text/html, I don’t care that browsers then treat it as HTML, I get the validator telling me if I forget to close a paragraph, or if I forget to quote an attribute; that’s useful to me as a web developer. But it’s not a completely different format to HTML, it’s just HTML redefined as XML.

XHTML 2 is what the W3C started working on after HTML 4 was finished. XHTML 2 was going to be a complete break; an utterly new format. I mean things like you wouldn’t have an image element, you would have ‘object’ to cover any kind of thing you would put on a page. All sorts of things that really, theoretically, were wonderfully pure and abstract, but practically, just no way anybody’s ever going to use this, because it wasn’t backwards compatible with all the content on the web today.

So there was this kind of split in this W3C around 2004. There was this one particular meeting where the W3C really put their foot down and said, “The future is XML and particularly, XHTML 2. We know it’s not backwards compatible, we don’t care, we’re going to plough forward with this.” And some people in the W3C said “That’s it, we can’t deal with this”, and split off into this separate splinter group (this was Opera and Mozilla at this point), and they called themselves the ‘WHAT Working Group’. Web Hypertext Application something… I don’t know. It’s clearly a ‘back-ronym’ right? They came up with the word ‘what’ and figured out words to go around it.

So, they start work on this thing which they call HTML 5. That’s kind of this buzzword umbrella term to cover one, the next version of the mark-up language we know as HTML, two, XForms which is a good thing that the W3C have been working on to make life better for web developers, but mostly this idea of what they were calling web applications one, which was the idea that we’re moving from documents to web apps, and that’s what real people working on the web really need; fill in the gaps in HTML… We’re working with HTML now to kind of force things to act like applications, we don’t have native things to build applications like, let’s be able to make applications natively so that we don’t have to rely on a plug-in like Flash, or Silverlight, or any of these other non-open technologies.

So that started in 2004. Meanwhile XHTML 2 is being developed at the W3C in the ivory tower where no-one is actually going to use it, and in 2006 Tim Berners Lee wrote a blog post and said, “Yeah we were wrong, we were wrong.”

Paul: Good for him.

Jeremy: Yeah he said, “Actually HTML is still good and is actually the future on the web,” and restarted a charter for the HTML working group. So in 2007, the W3C start work on HTML 5, as in the sequel to HTML 4.

Paul: Corr, this is complicated!

Jeremy: Working with the W… what, working with the WHAT working group?

Marcus: I need a coffee.

Jeremy: I know, I know.

So basically now you’ve got two groups working on this one spec. You’ve got the WHATWG which has a very open process, you’ve got the W3C which is generally more closed, although the HTML working group is more open than most W3C things. A lot of things with W3C happen behind closed doors. Actually with the HTML working group now, anybody can join; it’s a little bit convoluted how you join, but anybody can join.

Meanwhile XHTML 2 was still being developed, you know, down in the cellar they’re working on XHTML 2. But everyone knew, or I assume everyone knew, that it was like this kind of joke really – it wasn’t really intended for working web authors to use on the public web. So earlier this year, finally, 2009, W3C announced, “Oh buy the way, we’re not renewing the charter for XHTML 2″, and most of them went, yeah, no surprise there – really it’s been dead for years.

But a lot of people got really confused, “Oh no I have to change from XHTML to HTML now; I have to change all my mark-up back.” No, if you’re writing XHTML 1, that is basically HTML anyway, and HTML 4 and XHTML 1, those doctypes aren’t going anywhere, your documents are still perfectly good, you don’t have to change anything; everything’s absolutely fine. And what also happened was that some of these people, who were sort of traditionally, as I said, hated it when people like me would serve XHTML 1 as HTML, “Oh no the browser’s treated it as HTML”… They started gloating and saying, “Ah, this is great, this proves that the problem is XML and XHTML in particular, and everyone who ever used XHTML was a fool”, more or less… which really bugged, because like I said, Gareth Rushgrove write a great blog post about this. The reason I use XHTML is to make the validator more powerful, it catches those little things. Basically, it’s like a best practices coding style. So in the same way you’ve got things like JSLint that catches JavaScript coding practices, even if your JavaScript is perfectly valid and will execute, this thing will catch little things which aren’t best practices. That’s what I use the validator for when I write XHTML – it catches little things that wouldn’t be caught if I was writing HTML. So even though I think that’s the reason most developers use XHTML, these people who really looked down on XHTML from the start were like, “Hah-hah, we won!” and were gloating now, and that kicked off a whole shit storm. I’m sorry I shouldn’t say that!

Paul: That’s okay.

Marcus: You can say what you like!

Jeremy: Yeah, so that needed clearing up and a bunch of us were like, “Okay, this is the story and this is what it’s like with XHMTL 2. I know it sounds like XHTML 1, but actually they’re different as chalk and cheese.” I wrote a blog post, and that was okay, and this guy Brad turned it into a comic, and then everyone read it. Then they were, “Oh now I get it – cartoon Jeremy says it’s like cheese, so now I understand it.” No seriously, it did make a big difference, it was more accessible…

Marcus: You must have been happy with ham and hamster…

Jeremy: That I did like; that got quoted on Twitter a lot.

Marcus: Fantastic.

Paul: So this leaves you writing what now? Are you still writing XHTML?

Jeremy: Let’s take sites I’ve built already, so my own personal site, adactio.com, that’s XHTML 1, it has been since 2001, I’m not going to change that. Actually I’ve made a vow not to change my mark-up anyway. Because I kind of assume when people redesign their sites, they change their CSS and they change their mark-up, and I think…

Paul: That kind of destroys the whole point of it, yeah.

Jeremy: So whenever I do a redesign, what I actually do is I add sort of a skin on top. So I’ve got a bunch of skins to my site, I kind of made a vow to myself that even if I’m doing a redesign and think it’ll be really useful to change the mark-up here, but that’s just me personally. Actually at work, and on other projects, I do now use HTML 5.

Paul: Right. Now how does that work, because everybody says, “Well, HTML 5 isn’t supported.”

Jeremy: It’s not ready yet.

Paul: No, exactly.

Jeremy: 2022…

Paul: Yeah, yeah – all of that kind of stuff.

Jeremy: Here’s the thing. If you want to write HTML 5, you take whatever doctype you’re using today, XHTML 1, HTML 4, HTML 3.2, and you change that doctype to ‘doctype HTML’, and there you go you’re writing HTML 5.

Paul: Okay!

Jeremy: So most of HTML 5 is HTML 4. The vast, vast majority of it is exactly the same language, and yet even that is really, really ambitious because one of the things they’re doing is they’re going to define error handling for HTML. Every version of HTML before this, 3.2, 4… All of these previous version, they just defined here’s what authors can do, you’ve got this element, you’ve got that element, boom – the end.

They never defined what happens when you do something wrong, or what a browser should do when it encounters mis-nested tags, things like that. So the browsers have had to kind of invent it, and what happens is that most browsers… Talk to a browser maker and they spend fifty percent of their time figuring out how does Internet Explorer handle this error, and recreating that. A huge amount of time is wasted on this. Or, whatever the leading browser maker is today, how does that browser handle errors? We need to copy that and reverse engineer it. The spec doesn’t tell them how to handle errors. So HTML 5, one of the ambitions is to take HTML 4 and define error handling for everything in it. That alone is massive; massively ambitious. And that alone would take a long time.

In addition, there’s new stuff. So you’ve got this web form stuff, you’ve got new types of inputs, user agents will be able to give us, you know, calendars and sliders and all this stuff, really cool. You’ve got some new structural elements, you’ve got some new rich media stuff like audio and video, you’ve got canvas… So that’s on top of the error handling. So, yes HTML 5 has a lot of new stuff that, frankly, you can’t use today, although a lot of it’s quite well supported, obviously not Internet Explorer, but in a lot browsers, you can use stuff like audio and video, and canvas and stuff like that.

You can’t use all of HTML 5 today, that’s true. But we probably don’t use all of HTML 4 today. For example, if you say, “I’m not going to use a mark-up spec if all of it isn’t implemented in the major browser vendor,” which would be like Internet Explorer, you say, “I’m not going to use a mark-up spec unless Internet Explorer fully implements it.” And yet you would have been using HTML 4 for years. Now, Internet Explorer didn’t fully implement HTML 4 until Internet Explorer 8 when they added support for the abbreviation element.

Paul: Right, okay.

Jeremy: Internet Explorer 7, Internet Explorer 6, Internet Explorer 5, didn’t support HTML 4, if you define support as every single thing in the spec. And you’ve been using CSS 2.1 for years. There isn’t a browser out there… Actually Internet Explorer is the first browser to fully support CSS 2.1, although you could quibble on some stuff, and yet we’ve been using it for years. Because if, ideally, you have to wait until something is fully support until you use it, it’s kind of silly, you just support features. You decide this feature is supported enough that I can use it. Enough browsers support video or canvas that I can use it today. So when people say, “I can’t use it because it’s not ready or it’s not support,” that’s too binary; it’s too simplistic a way of looking at it, because all the technologies we use today, CSS, HTML, are partially support in different browsers – that’s just the way it is.

Paul: Let’s talk about the new structural elements that have been added in to HTML 5. So you’ve got header and footer, and these various other things. I mean obviously you can’t use those as is at the moment because the support isn’t wide enough, is that correct or incorrect?

Jeremy: Well, support’s actually pretty wide in a lot of browsers. What a lot of browsers will do… It’s not so much that they’re supporting these elements, it’s just that they allow you to use arbitrary elements. So in Firefox and Safari, I could write a tag called ‘foo’, and in my style sheets I could say ‘foo, display block, colour red’ and it would work. So if you define working, or support as that, then actually yeah in Firefox and Safari and Opera you can use these new elements today.

Internet Explorer doesn’t have that, Internet Explorer doesn’t let you use arbitrary elements, but there’s a little JavaScript hack you can use to make Internet Explorer behave. In fact we’ve been using this for years with the abbreviation element. If I wanted to use abbreviation and style it in Internet Explorer, in JavaScript I would say ‘document.createElement(‘abbr’)', and suddenly I could style it. It doesn’t make any sense, but then again whatever does with Internet Explorer. So we use the same hack to say create all these new elements.

Paul: Okay, so are you using them at the moment?

Jeremy: No. What I’m doing is, I’m trying to get my head around how these structural concepts work, but I’m not ready to make the move to new elements, and I’m not ready to do client side work that relies on JavaScript, which is what I’d be doing if I used this JavaScript hack. So what I do is, I take the concept, I take the names – header, footer, section – and I use them as my class names. So I’ll have div class equals section, div class equals header, div class equals footer, and it’s partly so I can get my head round how these things work together, and also, it allows me to basically have self documenting code in that when I’m handing it off to developers that are back end developers who are building a system, I often give templates – HTML templates. And I would usually have to write out this is how this class works, and I’d have to comment everything and say the class of ‘foobar’ is used for this kind of content. And now I can kind of say, just link to the HTML 5 spec; header is for this, footer is for that, section is for this, and okay I’m using classes not elements, but the definitions…

Paul: Are the same.

Jeremy: Are the same. So there’s benefit for me getting my head round this new stuff and sort of getting a jump up on what we’re going to be using in the future, and it’s a benefit for documentation because it’s a great big spec documenting all this stuff. So I’m using them but not really in day to day work.

Paul: Because there’s some debate, is there not, about these pre-defined elements, you know, things like footer I mean. I was reading Zeldman about, well footer isn’t what you expect it to be. So potentially, as this is still in draft, you might be using footer in what will ultimately end up being the wrong way because they might change the way footer works and then you’re going to be out of sync with things.

Jeremy: Yeah, but it’s by using these things that you get to know these problems, and flag them up and bring them to the working group. In Zeldman’s thing, he said… So Zeldman asked a bunch of us to get together with him in New York about two weeks ago, because basically we’re all working web developers, we’re all interested in HTML 5, but we’re kind of sceptical of it, so like we’d be hearing conflicting things people say, there’s a lot of rumours going round, we don’t know what to believe, let’s all get together in one room and go through the spec.

We spent two days literally just going through the spec, and figured out how it affects us. And we’re not interested in the browser features, and the DOM stuff and the APIs, we’re interested in the structural stuff; we spent most of the time talking about this and the semantic meanings of these new elements, and that’s where we came against these issues. Like, wait a minute, the content model for what they call footer is totally different from what any working web developer would call a footer. So in our element, footer, you can’t put a nav element, and you can’t use headings, you can’t use H1s or H2s. But you ask a working web developer what footer is, and they point you to Flickr, or their blog they have, you know, “Oh a footer’s where I pull in my pictures from Flickr, and I have other navigation, and stuff like that.” So instead you have a flat footer which has kind of got a bit more popular in the last few years. So there’s a clash there in the semantic meaning of footer in English for most working web developers, and the semantic meaning of footer the element, and that’s something that came out of that meeting, we realised okay, this is an issue. That’s one of the things that we flagged up.

And there’s a few things like that, that when you really sit down and look you realise hang on, these two elements sound really, really similar, why are there two of them? So there’s a section and an article… For historical reasons I can see why they’re different, but they’ve actually evolved over time now to converge and get really similar. So we found a bunch of these things as authors we realised there were issues with, and we’re bringing them to the working group, we’re flagging them up, we’re publishing them, we’re blogging about it. And I think the reason this hasn’t really come to light before, is that most of the people on the list, and in IRC and the WHAT Working Group, they’re kind of hard core developers making web apps. These are the people building Google Wave, and building these big, big apps, and they’re not really thinking so much about the semantic meaning of documents. And also, there’s the browser makers, which is good – you want browser makers involved in the spec so that you know this stuff’s going to be implemented…

Paul: Yeah, of course.

Jeremy: As Hicksy keeps saying, you know, if one browser maker says I won’t implement this feature, that feature comes out of the spec, because otherwise the spec is just fiction, and it wants to be practical. And of course, that means the spec won’t be the best possible spec it could be, but it will be the best possible spec it can be and be implemented…

Paul: …Realistically.

Jeremy: Exactly, realistically. So, there hasn’t been enough working web developers involved in the process, in my opinion. There’s a lot of programmers, a lot of browser makers, not enough just, you know, working web developers. So, recently, Zeldman made this effort, let’s all get together. I’d been researching it a lot, and so I was explaining stuff to them, they were telling me about how they felt about this stuff, there was Eric Meyer there who’s got a lot of history with working with specs, and Tantek was there and he knows about how to read these kind of specs. So together we had a really good group of people, and we were able to come to the consensus that we can all… I mean, we disagreed on some stuff, I’d like to have this feature, and I don’t care about that feature, but there was a core set of stuff we all agreed on that was in the spec: this was confusing, that needs to either change, be dropped, stuff like that, and that would be our concerns. And what I what I’ve been encouraging people to do on my blog, which has kind of turned into an HTML 5 blog…

Paul: Yeah it has, I’ve noticed this!

Jeremy: …Is to get you, the kind of people who would read my blog, to get involved in the process, to get involved in the WHAT WG, and I’ve seen it happening, it’s great. I’ve seen web developers going on the IRC channel asking really basic questions like, “I’m confused by this element, how am I supposed to use it?” And then these people who are writing the spec, having to explain in normal words how it’s supposed to work, and then realising hang on this might be a problem, if I can’t explain it well then maybe this element is going to be an issue, and things like footer are obviously a problem; it’s got to change.

Paul: I read some article which seemed very left field, which was basically saying why is the W3C actually defining things like nav, and footer, and article, and section and all the rest of it? Why can’t we make up our own tags? Which kind of almost brings you back to XML I guess.

Jeremy: Yeah, the idea of extensibility. I think it’s probably John Allsopp’s List-A-Part article you talking about.

Paul: It wasn’t actually, but yeah I was aware of that one as well.

Jeremy: So there’s basically two schools of thought. What you need to provide is a mechanism for extensibility that allows anybody to extend it, and this kind of is the W3C idea of RDF and RDFA, that potentially you could encode any data in the universe, it’s infinitely extendable, and any author can define a vocabulary. And then there’s the other school of thought which is you keep the extensibility deliberately limited, and deliberately centralised to a community, and that people have to cooperate to decide what extensibility is to be used. Now that basically comes from the micro-format school of thought, where you don’t try and encode everything in the universe. You look for what’s the most common use cases, what’s the minimum you need to allow people to encode those cases, and you quantify that. You say we’ll create an element for that because eighty percent of people are publishing it, but we’re not going to create an element for something that’s really fringe, and sort of left field.

And that’s the way the HTML 5 group have gone, it’s like we’re going to keep things scarce and controlled, and if we create a new element it’s for a really good reason; we’ve thought about it, and it’s actually going to help web developers. And if anything, I think they might have created too many, not too few, and it’s only a handful, there’s maybe like ten new elements, you know structural elements, and if anything I think so of them could go.

So there’s these two very different schools of thought, and I was reading a blog post from 2006, nothing to do with HTML 5, it was to do with this idea of namespaces in HTML, which is what you get in XML – allows namespaces to allow you to create your vocabulary, you can put anything in there. It said if namespaces had been allowed in HTML then during the browser wars in the late nineties when this browser was inventing this tag, and that browser was inventing that tag, and it was just this mess of stuff, if there was a way to infinitely extend HTML, it would have legitimised that. They would have been okay with that, and we couldn’t have complained. As it was, they had to sit down in the end and sit around the table and hash this stuff out, because we complained and said, “It’s a messed up landscape and you’ve got some browsers supporting some stuff and some browsers support another thing.”

So, because HTML is limited, you have a certain amount of interoperability, and so I’ve come around to that point of view. That actually I can see the case for extending HTML and we have some mechanisms, we have the class attribute, a fairly limited extensibility thing, and I can see why for your own personal needs you might want to extend HTML, but I do actually think there’s a benefit to having a community deciding what’s the best elements, as long as that community is listening to all concerns, and that includes authors. My concern is that the community isn’t getting enough input from working web developers, but I see that changing. So I’m actually pretty reassured.

Paul: Okay, that makes a lot more sense. There’s one other question that I want to ask before we wrap things up, which is this canvas element. There seems to be a lot of excitement about canvas, but very little descriptions about what it does and why it’s exciting that is accessible to a lot of people, and understandable by a lot of people. Can you kind of summarise the canvas?

Jeremy: The canvas is a dynamic image.

Paul: Right.

Jeremy: The image element is static, and the canvas element is dynamic over time, and it can be interactive. So basically I believe you can have interactive graphs, you can have moving things like animation, you can draw on it and define movements… So it can do a lot of stuff that say, you know, Flash 1 could do, all this basic sort of stuff, and it is very exciting that where you would have needed a plug-in, you can now write an element and write some script, and you don’t need a powerful piece of software to write this stuff, you just need a text editor and everything’s cool.

So that’s good, and it’s already implemented in a lot of browsers; Safari, Firefox – they’ve got canvas, and people have already done really exciting things. John Resic has ported the processing language into JavaScript, processing.js, that uses canvas; it’s amazing. You’ve got this ball bouncing, and lines going, and generative art; all this amazing stuff – no plug-in required, it’s all native to the browser. That’s great. So the spec that defines canvas is for interactive or dynamic images. It is not for text. The spec doesn’t ever say… in fact it will forbid you from using text. But because it can, people have started putting text in there and then dynamically…

Paul: Because doesn’t Google Wave use it?

Jeremy: Err, I’m not sure about Google Wave, I haven’t really checked that out…

Paul: Perhaps I’m getting confused…

Jeremy: But Google is certainly experimenting with canvas with some things. But there’re things like… Have you seen Bespin? It’s this Mozilla project which is basically a text editor in your browser, or a code editor in your browser, and it’s all built using canvas. It’s incredibly powerful, it’s really impressive. But, those bits of text that are in canvas are just shapes to the DOM, there is no DOM saying this is a string, this is an element, it’s just there are some vector shapes, because canvas is just vector. So any piece of assistive technology just sees a bunch of… like there’s an image here of some kind. And you can find some fallback to describe the image, this is a chart showing blah blah blah, but if you’re putting a text editor in there, there’s no way they can interact with it, it’s just impossible.

Now, you could say, “But that’s not the point,” and the spec should maybe say you don’t use it for this, but people are going to use it for that because you can. So you say, okay, then the challenge is, if people are going to use it for that, even if they should be using a different technology like SVG or Flash, if people are going to do that how do we make it accessible, and that’s where there’s a lot of work going on. There’s people at Apple working on this, James Craig, who’s a really smart guy, he’s working on this idea of a shadow DOM that’s in canvas, so there is work on that. I personally think it’s such a big issue, it’s such a big thing, it’s such a powerful thing, I think it might benefit from being split off into its own spec.

Paul: Oh, okay.

Jeremy: Which has already happened with some HTML 5 stuff. Things like storage and client-side database, there’s all this powerful stuff. A lot of that ends up being spun off into a separate spec because it’s like it’s getting too unwieldy for the mark-ups.

Paul: Yeah, yeah.

Jeremy: And I kind of have this suspicion that this might be the case with canvas, because otherwise it may hold up the rest of the spec, and we’ve seen this happen with CSS 3. There were certain parts of the modules that were really important to solve for internationalisation reasons like text modules, but because that one part of CSS 3 was hard to solve it held up all this other stuff like multiple background images and border radius, and it held the hold thing back, and I would rather see things split off and worked on separately than be part of a spec and holding it back. So we’ll see; canvas is a big, big issue.

Paul: So you wouldn’t be doing a huge amount yourself in Clear Left, doing huge amount with canvas at the moment?

Jeremy: No, but that’s not the kind of work we do, it doesn’t really require…

Paul: But then the kind of work you do is the kind of work that a lot of the people listening to this will be doing. Rather than big fancy web apps.

Jeremy: Yeah, what we tend to do is documents that have interactive elements to them rather than applications that sometimes have document-like parts, and I think most people working on the web are like that, you know documents… Some things you want to be more interactive. So there’s other things in HTML 5 I would use, but that wouldn’t be one of them.

I’ll use some of the new input types already, because the default behaviour, if you say input type equals foo, the browser doesn’t know what foo is, it will just display a text input. That’s the default fallback behaviour for every browser. So if you try one of these new things like input type equals search, well in Safari will get this nice search field the same way you get in the Google search part of Safari; you get this nice styled thing with a little ‘x’ in the corner. Every other browser just gets a text input, which is what you would have got anyway. And there’s a few things like that I use today, because there’s no harm and because there is that kind of degradation that works well. But it’s the little things I use.

Paul: So, let’s finish things by saying okay, there’s some people that have listened to this and thought, “Yeah, really cool. I want to be doing some of that kind of stuff that you’ve just mentioned.” Where do they go to learn that stuff? And don’t say the spec!

Marcus: Where do normal people go?

Jeremy: The full spec has got loads of stuff for browser makers; we don’t care about that – we’re not browser makers. Michael Smith at W3C has actually spun off… Parse the spec, take out all the stuff for browser makers, and that just leaves the stuff for authors.

Paul: See, now didn’t that… That was like today that came out wasn’t it?

Jeremy: No, no, it’s been out for a while, but I pointed Zeldman to it and he blogged about it.

Paul: Ah, that’s where I read about it. There we go.

Jeremy: Yeah, because we’ve got this basecamp going for our HTML 5 super-friends group, and err…

Paul: You’re a super-friend!

Jeremy: Yeah, with unicorns.

Paul: Okay, that’s good!

Jeremy: And Eric was saying, “We should create a version for the spec that’s just the author’s stuff without the browser stuff,” and I was like actually that exists and it’s over here and then Zeldman linked to it. If you look at Zeldman, he’s linked to it; I’ve linked to it in my blog a few times as well. So there’s that, that’s really useful for just getting the semantics. Going to the IRC channel and the chat there, there’s also sites like html5doctor.com, that’s people like Bruce Lawson, and Remi Sharp, and these people. You have a question, you write to them, they answer the question.

Paul: Brilliant.

Jeremy: They also get questions from people with genuine medical problems, because they give out good Google juice for the word ‘doctor’.

So that’s very useful for web developers who say, “How do I do this? I don’t understand this element.” Yeah, start using it. I would say you’ve basically got three options today. You can just swap out your doctype to ‘doctype html’ and stop there, and just carry on doing what you’re doing – that’s one way. You can swap out your doctype and start using the class names that are taken from these structural elements, that’s what I’m doing, that’s another way. Or you can be hardcore. Swap out your doctype and start actually using these new elements, and use this JavaScript hack for IE.

So you’ve got these three levels of how far you want to go. I mean, on your personal site you could use that third option, push the boat out and go for it. I wouldn’t really do it on a client’s site yet. So you’ve got those things, there’s a validator, html5.validator.nu, and actually the W3C validator uses that, so you can validate HTML 5 today, and that means you can use Aria roles in HTML 5, which you can’t do in HTML 4 or XHTML and validate at the same time. So that’s really, really useful having Aria and HTML together. So you can do it today, keep up with HTML 5 Doctor, hang out in the RSD channel, and if you’re up to it, join the mailing list, although there’s a lot of talk from browsers makers. It goes way over my head.

Paul: Okay, thank you so much Jeremy, that was really useful. I think that has certainly clarified a lot for me, and I’m sure for a lot of people listening too.

Jeremy: I sew clarity.

Paul: Yes, thank you for passing your wisdom on to us.

Jeremy: Any time Paul.

Paul: Okay thanks.

Thanks goes to Gareth James for transcribing this interview.

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Ryan Carson: advice on building web apps part 3

Hey everyone, I’m Ryan Carson, founder of Carsonified.com, the makers of Think Vitamin, DropSend and the events Future of Web Apps and Future of Web Design.

We’ve both failed and succeeded in building web apps so I’m going to share a few tips that we learned the hard way. Hope you find them useful!

  1. Measure marketing success. As developers and designers, we often shy away from marketing as it’s perceived as dirty. This will absolutely kill your web app. So make sure every time you place an ad, send out an email newsletter or ask someone to link to you, use the Google URL Builder and track the results as a campaign in Google Analytics.
  2. Write out the signup steps for your app. Before you even begin wireframing, spend a day jotting down the rough steps that the user will go through to sign up for an account. This helps you spot potential areas for improving the user experience. Make sure to pay special attention to which form fields should be required and what kind of help text you’ll write to accompany the page.
  3. Give away free-upgrade coupons. When we were running DropSend.com, we placed a simple status message at the top of every page of the app. We changed it weekly to make sure people noticed it and we also made it really noticeable with colour. We regularly offered a coupon code which allowed users to upgrade for free for the month and it worked surprisingly well. I think this is because it removes the risk of trying out the more expensive plan. I’d definitely recommend it.
  4. Create content for your potential users. One of the most powerful ways to do marketing for your product is to offer valuable content to your potential customers. This is expensive and time consuming but it’s highly effective. For example, if you’re building a todo list web app, write a blog that offers a free daily productivity tip or GTD hack. Make sure to offer a weekly newsletter – they’re very effective if they’re based on good content (and not cheesy sales offers).
  5. Get your hosting and deployment nailed down. The thing that will haunt you forever is poor hosting and deployment methods. I’d highly recommend that you make a 1-button deployment system that quickly deploys from a development environment to a staging environment and then to a production server. Make sure the database on the staging environment is identical to production, as this will help you spot bugs. I can’t tell you how many times we’ve had trouble because no one except the developer new how to deploy the site. It needs to be easy, bullet-proof, and reversible if things go wrong.

That’s it – hope everyone found those simple tips useful.

By the way, we’ll be discussing other important web app topics at The Future of Web Apps on Sep 30 – Oct 2nd in London. Speakers include Twitter, Facebook, Mozilla, Gary Vaynerchuk, Kevin Rose of digg, Mike Arrington of TechCrunch and more. Feel free to stop by the site at http://bit.ly/fowa-london-09

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183. Inspired

On this week’s show: Paul shares 3 ways to make your site stand out from the crowd. Matt Curry introduces us to Google website optimiser and Lyle Barras reviews Dropbox.

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Housekeeping

A couple of random pieces of housekeeping this week.

Sponsor SXSW

First, we are looking for some Micro sponsors for this year’s Great British Boozeup. In case you don’t know the Great British Boozeup is a party that Headscape and Clearleft have thrown for the last few years at SXSW.

This year we are looking for some additional sponsors. So if you are a company interested in reaching out to the web design community and have £500 to spend, drop us an email and will look at making you a sponsor.

We want to showcase your work

Second, I really want to start showcasing upcoming members of the web design community on Boagworld. Therefore, if you have written a great blog post that you think Boagworld readers would like, drop me a line with a link to the post and we will look at reprinting it on Boagworld. Obviously we will link back to your own blog and publish a little bio about yourself.

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News

6 Steps to Creating a Unique Selling Proposition

One of the first questions we ask new clients before beginning a site redesign is “what are your unique selling points?” Of course in reality it is extremely rare to find an organisation that have truly unique selling points. However, every organisation should have a clear idea of what their distinguishing features are. What are the things that makes them stand out from the crowd.

What surprises is how few clients know what their USPs are. This is fundamental stuff and yet many organisations fail to address them. Whether online or off an organisation needs to be able to clearly articulate what sets them apart.

There is an excellent post on Sitepoint this week entitled “6 Steps to Creating a Unique Selling Proposition” that kinds the reader through the process of establishing their USPs. The six steps include:

  • Describing your target audience
  • Explaining the problem you solve
  • Listing the biggest distinctive benefits
  • Defining your promise
  • Combining and reworking your promises
  • Cutting the whole thing down into a single statement

It is a great post and definitely worth a read if you are a website owner trying to communicate what your organisation is about online.

Building a blog with HTML 5

Last week I was at the Future of Web Design Tour in Bristol and was fortunate enough to hear Bruce Lawson talk about building a blog with HTML 5. It was a real eye opener.

Many of us have the perception that HTML 5 is a technology we will work with in the dim and distant future, when all the major browsers fully support it. However, that is not the case. Browser manufacturers already support many of the elements in HTML 5 and handle gracefully many of those they do not. The result is that we can start building sites using HTML 5 now.

In Bruce’s talk he built a basic blog live on stage demonstrating many of the new characteristics of HTML. It was an amazing demonstration that significantly improved my understanding of how this new specification would work in practice.

Unfortunately the talk is not online yet. However in the meantime Bruce has released an article on HTML 5 Doctor which covers exactly the same subject.

This is a ‘must read’ if you code HTML. There really is nothing stopping you using HTML 5 right now. However, if you are still to be convinced listen to next week’s show where we plan to interview Jeremy Keith on exactly this subject.

Colour communicates meaning

Colour is one of the most powerful tools in a designers arsenal. Colour can have a profound impact on how we respond to design and significantly influences our behaviour.

However, it is often an area that is underestimated by website owners. They view colour as a personal preference not as something that we respond to collectively. That is why I was so pleased to see Rob Mills post “How Colour Communicates Meaning.”

The post is a great introduction into colour theory and the meanings that are communicated through your choice of colour. The post looks at:

  • How colour affects our mood
  • How different colour communicates different messages
  • The cultural significance of colour
  • How colour is inspired by our surroundings
  • The political and religious associations of colour

It is a great post that introduces the reader to the world of colour theory.

With all of that in mind it is unsurprising that picking a colour palette can be tricky. One approach used by designers is to use a key image or photograph as the basis for a colour palette. Another post we came across this week shows you how to use Kuler as a tool for doing exactly this. So next time you are struggling to select a colour palette checkout this Sitepoint post on how to use Kuler to pick a palette from an image.

The Seven Deadly Sins of Web Project Management

TheSamBarnes.com is a great blog about web project management. We have mentioned it before on the show and it is certainly one of my regular pit stops.

Web project management is not the most exciting of subjects, but one that to some extent we all have to deal with. Whether you are freelancer running your own projects or a website owner dealing with politics and external suppliers, there is no avoiding project management.

A new series on the blog particularly caught my eye. It features the seven deadly sins of web project management. At the time of writing there were only two posts dealing with four ‘sins’. Nevertheless it is shaping up to be a great series.

If you ever find yourself managing projects this is a series you will want to read.

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Make your website stand out from the crowd

This week we discuss how too many websites look the same as their competition. If you want users to remember your site it needs to stand out from the crowd.

Read 3 Ways To Make Your Website Stand Out From The Crowd

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Listeners feedback:

A/B Testing

Joshua writes: I recently read an interesting post over on the 37signals blog about how they use Google Website Optimizer to test different versions of their landing page to see which converts the best. Do you guys have any experience using tools like this? Any tips or thoughts on the subject?

I’m Matt Curry, Head of New Media for apetito, and for my sins I’m one of Paul’s clients. We’ve worked with Headscape for around 5 years now, predominantly on WilthsireFarmFoods.com, an ecommerce site with a unique elderly customer base, which if you subscribe to the podcast, you’ll know a fair bit about by now.  As at WiltshireFarmFoods.com we have a healthy obsession with conversion rate and website optimization, so Paul’s asked me to respond to a reader question this week. How exciting.

Joshua writes: I recently read an interesting post over on the 37signals blog about how they use Google Website Optimizer to test different versions of their landing page to see which converts the best. Do you guys have any experience using tools like this? Any tips or thoughts on the subject?

Google Website Optimiser is a tool used, unsurprisingly, to optimize the conversion rate of your site. Now every site ultimately wants a user to do something, be it buy a product, subscribe to service, make a donation or something simply forwarding the article to a friend – if your site has a clear goal, Google Website Optimiser allows you to perform 2 types of tests on your website content, A/B Split tests and Multivariate Tests.

In the case of 37 Signals, they were seeing if Website Optimiser could help them increase the conversion rate of their paid plan signup page – they were testing different variations of copy for the Heading and subheading of the page, to see which combination worked the most effectively.

This is of course nothing new, and indeed, some platforms such as Demandware have content testing built in, alternative analytics packages such as Omniture or Coremetrics also do this, and looking at email content, many ESP’s such as Pure allow you to test multiple subject lines and broadcast times. At Wiltshire Farm Foods, being as obsessed with conversion rate as we are, we’ve performed numerous tests, such any rate changes a new design brings, testing changes to Average Order Value during a price led promotion, and checkout abandonment rates given different variations of microcopy.

Whilst simple A/B testing can be performed in easier ways – remember a simple landing page conversion test can be done by varying destination address in your Google Adwords, Google Website Optimizers power comes from it’s multivariate testing suite. This allows you to perform tests on variations of your content, as in the example from 37SIgnals, to see which combination works better at driving your visitors to action.

However, if you have a particularly complex site, as we have, Google Website Optimiser can be frustratingly limited. For example testing a new product detail page layout across the site – when you have friendly URLs in place, which we do via an isapi rewrite,  can be rather difficult. Google Website Optimiser is very strict on the criteria needed to complete a test, and if you most of your content is dynamically generated, be prepared to write considerable additional code to ensure you’re calling the correct tracking script for each experiment.

If all this sounds too much for you, remember many such tests can be done using User Defined Variables in your Google Analytics. I dearly love the Advanced Segments part of Analytics, and despite “still” not being able to overlay segments, it can tell you a great deal about your site. So, for example, for an A/B test based on a redesign of dynamic content such as a Product Details page, you could set the variable to “New Design” or “Old Design”, and track goal conversion from there.  Just remember to drop a cookie to ensure a consistent experience. Being able to set visitor variables like this in code, rather than having to rely on the strict requirements of Google Website Optimiser, means your open to test a great deal more.

Remember, that if you’re testing a radical change to your website, you should expect an initial drop in conversion – users tend not to like change! You may wish to only test the new design with only a small percentage of your traffic, and increase the percentage as you become more confident. When we launched the new Wiltshire farm foods website mid February, we started with only 1 in 20 visitors seeing the new design, and gradually (or not!) increased it as we saw the positive effect on conversion rate it had.

And of course, nothing even got to this stage without User Testing – but that’s a topic for later!

Personally, I’m surprised by the significant increases in conversion that 37Signals had – how many of us even read the headings of such pages – you normally can’t expect vast jumps in conversion rate unless you are radically changing content.

The most successful variant 37Signals tested was the one that communicated no commitment, a minimal time cost – signup takes less than 60 seconds, and a delayed monetary cost with a 30 day free trial – yet giving immediate utility to the user.  I’m not exactly shocked it won! If you haven’t read Richard Thalers Nudge, which deals with incentives & choice architecture, then I heartily recommend it.

Of course, any good website copywriter would be able to tell you this, without copious testing.  There’s certainly a danger, especially when you are looking at testing and changing copy that each page may end up with a different tone of voice, and your site could easily come across as schizophrenic. If you’re serious about conversion, employing someone to develop an audience-appropriate tone of voice is very important.

I’d be interested if 37Signals play around with the words “Free Trial” – since with nowadays promotionally savvy audience, these words can have negative connotations.

Finally, I would say, as a caveat, don’t get wrapped up in statistics, it sounds corny, but analysis paralysis can happen, getting so wrapped up in each little percentage point increase that you forget the bigger picture. We’re all clever people, we hopefully know our audience, what works and what doesn’t, and we should trust our gut instincts more.

A review of Dropbox

Lyle Barras has been kind enough to send us an audio review of Dropbox:

Hi Paul and Marcus, my name is Lyle and I’m a hobbyist web developer. I’d like to give a quick review of an online tool called dropbox and a little about the way I use it.

Dropbox is an online storage device. You simply sign up for an account at www.getdropbox.com; the free accounts give you 2GB of storage, and then download the little application.

You can download as many copies of the application as you want so that you can sync up as many computers as you want and the really great news is that it’s Mac, Windows and Linux compatible. I have tried it on all three and it works seamlessly. There is also a pretty cool web interface if you happen to be on a machine that doesn’t have the app installed.

As soon as you place a file or folder into the dropbox then it sync’s to the other machines you have set up and the file is there almost immediately.

If 2GB isn’t quite enough you can upgrade to one of the two paid accounts. Pro 50 gives you 50GB for $9.99/month and Pro 100 gives you 100GB for $19.99/month. I think the Pro 50 is pretty good value if your storage need is big enough.

At any time you can refer the tool to your mates. If they then sign up, even for a free account and download the app then you get another 250MB of free storage and so do they. To date I have referred two of my mates and got 500MB free.

I have found one problem with dropbox. When I upgraded my iMac and MacBook I found dropbox to be a bit glitchy and crashy. I did a bit of Googling and found that dropbox had already released a new fixed version of the app.

To pinch a bit of the advertising guff from the site

Dropbox replaces:

  • Emailing file attachments to yourself and other people
  • Using USB drives to move files between computers
  • Renaming files to keep a history of previous versions
  • Complicated backup software
  • FTP servers, system-specific sharing methods, Network Attached Storage (NAS)

As I said at the beginning I’m a hobbyist web developer. I had been using a memory stick to carry round my work as I can really justify one of these posh versioning tools. I was sick of thinking “Right I’ll do a little bit” and find that I have left the drive at home or in the office.

Dropbox replaces all that. I just use it as my memory stick and it’s always there I don’t even need to be connected to the net as long as I have sync’d the machine recently.

I’m utterly sold and couldn’t imagine not having my dropbox now.

Thanks for your time guys, keep up the good work and keep up the dodgy jokes Marcus.

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Big mistake

Every web design agency screws up from time to time? We’ll tell you our screw ups, if you tell us yours!

I recently received this email from Dinu…

Looking from afar, established agencies like yours seem to be almost perfect. However, I’m sure you’ve had to deal with missed deadlines, over-booking, etc. I would like to hear about some of these #fail stories (just to get a “you are not alone” feeling for the rest of us), and also to know how you managed to overcome these common pitfalls.

Its a great question and one that few in the industry discuss. After all who wants to admit their failures. To be honest, I am just as interested as you to hear how other web design agencies screw up! As a result, I am going to keep this post short. What I want to do instead is open it up to general discussion in the comments – What have your big mistakes been? Please share, I am dying to know.

That said, it would be rude to ask for your failures without revealing my own! Here are my top 5 (there could have been many more!)

1. Not nurturing our biggest client

We nearly lost our biggest client once. Our work was good. We delivered on time. We kept our pricing realistic and fair. However, we nearly lost the client because we started to take them for granted.

When we first started working with them, we were hungry and enthusiastic. We would be proactive and suggested loads of ideas. Overtime however, we got stuck in a rut of delivering whatever they asked. We stopped innovating and suggesting alternatives.

Fortunately we had a good enough relationship with the client that they didn’t drop us immediately. Instead they told us they wanted the “magic back” and so we worked hard to repair the relationship.

We discovered that a good agency has to do a lot more than deliver. They have to be proactive, enthusiastic and work hard to provide the best customer service over the long term.

2. Ignoring culture when recruiting

We made a major mistake recruiting a developer. His qualifications were good and on paper he looked great. He even interviewed well. However, when we got him on board it quickly became apparent we had made a terrible mistake.

His previous job was working in the public sector and he could not adjust to the culture of an agency. The speed and variety of work overwhelmed him and the cultural shift proved too much.

This wasn’t his fault. It was ours. We should have spotted the problem before we  offered him the job.

3. Not challenging clients

In the early days of the company we were so desperate to please clients that we basically did whatever they asked. I remember one client in particular who turned into a micro-manager, picking over every aspect of the design. We would dutifully make a change only to have him decide he didn’t like it, and get us to change it back. Unfortunately once the relationship had been established it was very hard to change, and we were a doormat to this particular client for a long time.

Things have moved on  and we now view our relationship with our clients as collaborative. We work together to produce a great website. Part of providing a good service is a willingness to challenge bad decisions and provide our design expertise. We used to be nothing more than pixel pushers, and clients were paying for a better service than that.

4. Allow scope creep

This is a mistake we didn’t just make once, but rather again and again. In fact we still occasionally do this now, although we have become much better.

Because of our desire to please clients, we would allow them to add new features late into the development cycle. However, ultimately we were doing our clients a disservice. Scope creep leads to additional expense and slipped deadlines. It also adds complexity, which can often damage the user experience.

Features added late in the development cycle are often less considered and rushed in their implementation. Ultimately this can lead to a second rate product.

Today we encourage our clients to phase development and so move new suggestions into an upcoming phase.

5. Under pricing project

We still do this! However, the reason we do it now is at least different to the early days. If we under price now it is because we have made a miscalculation over the time a project will take. In the early days we would under price because we were desperate for the work.

However, as with scope creep, under pricing can lead to cutting corners. It is easy to fall into the trap of taking shortcuts to keep the project profitable and ultimately that costs the client. Also, it is hard to ever pull back from low pricing. Once a client has been given a low price they will expect the same for future projects.

Under price at your peril!

So, what about you? What are the biggest mistakes you make running your web design business? Let us know in the comments.

161. In or Out

On this week’s show: Paul announces Micro-Boagworld, we discuss the pros and cons of outsourcing web work and see what recommendation the Boagworld forum has to offer.

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Housekeeping

For a while I have been toying with the idea of doing a Micro-podcast that works in a similar way to Twitter but with audio. It would provide the opportunity to share hits, tricks and reviews too short for the main show. My problem was that I needed an application which made this as easy as posting a tweet. Anything more and it would prove too demanding.

Fortunately a new iPhone application has launched that does exactly that. Called AudioBoo it allows you to record 3 minute audio snippets that then get posted to a website, twitter, facebook and a podcast feed.

I am therefore pleased to announce Micro-Boagworld…

View Micro-Boagworld posts here

Subscribe to the RSS feed here

Boagworld AudioBoo Homepage

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News

Pricing and projects

Alyssa Gregory has written two good posts this week both relating to the pricing of web projects.

The first post tackles the notoriously difficult subject of How To Estimate Time For A Project. After all, time is money.

Estimating how long a project will take is tricky and although this post doesn’t provide any magic formulas it does provide good solid advice.

As well as considering the obvious deliverables Alyssa also recommends time for project management, reviewing work, debugging and client turn around. Finally, she recommends adding a buffer for the unexpected.

Of course, she doesn’t discuss how all of this time translates into your final price. How much you charge is a matter of conjecture. However, in a second post she does explore a related subject – How To Raise Your Rates.

In this post, she handles the sensitive subject of how to tell a client that you will be raising your rates for future projects. She suggests five techniques you should employ…

  • Give Notice
  • Set a schedule (make increases annual for example)
  • Make it fair (keep the increments small and manageable by the client)
  • Send it in writing
  • Balance it out (Balance your increase with an incentive – e.g. a special, a one-time discount)

Its all good advice and important too. As your skills and experience increase, you will need to ensure your rates reflect that. Knowing how to hand those rate increases is vital if you want to keep your clients happy.

IE8 and IE6

Microsoft have announced that IE8 will be released via the Windows Automatic Update starting on the third week of April.

The final version of the browser has been available since March and yet adoption has been sluggish. Hopefully Automatic update will change this trend significantly. However, it does not guarantee universal adoption. Although the update will be marked as important users will not be forced to upgrade. In fact Microsoft has released a blocker toolkit so corporate users can avoid the update entirely.

Worst of all, it is likely that the update will impact the numbers using IE7 more than IE6. IE6 users tend to be hold outs and are unlikely to upgrade now when they did not upgrade to IE7.

The only hope is that many IT departments have a policy of running a version behind the current release. If that is the case, the arrival of IE8 may encourage some of them to adopt IE7.

The entire web design community is keen to reduce its level of support for IE6 and hopefully this update will allow that. In fact, another post this week entitled – 10 Cool Things We’ll Be Able To Do Once IE6 Is Dead – points out just what a wonderful world it would be.

Once IE6 is gone we will be able to…

  • Use child selectors
  • Make full use of 24-bit PNGs
  • Use attribute selectors
  • Use a wider range of display properties
  • Use min-width and max-width
  • Throw away 90% of CSS hacks (and 90% of the reasons for needing them!)
  • Add abbreviations that everyone can see
  • Trust z-index again
  • Save time and money
  • Enjoy ourselves again!

Simple and impressive design techniques

Last week I was doing a consultancy clinic with a developer who wanted advice on designing his website. He was a great coder but did not have much experience designing.

Although I recommended The Principles of Beautiful Web Design by Jason Beaird it would have been great to point him at the latest Smashing Magazine post – 10 Simple and Impressive Design Techniques.

This post has some easy to implement techniques that are ideal for developers trying to improve their design skills. Techniques include…

  • Adding Contrast
  • Using Gradients
  • A Better Use of Colour
  • Improved Letter Spacing
  • Changing Case
  • Use of Anti-Aliasing
  • Adding Imperfections
  • Implementing blurring
  • Careful Alignment
  • Trimming the Fat

Read the whole articles for more details and great examples of these techniques in action.

Influencing user behaviour

A big part of good design is guiding the user to complete the actions you want. Influencing user behaviour can be achieved through a variety of techniques. However, it can often be hard to know where to begin.

One resource that might help you influence user behaviour is The Design with Intent Toolkit. This is essentially a printable ‘cheat sheet’ that suggests a variety of techniques you can apply to your projects.

The techniques do not just apply to web design but all aspects of design. Consequently not all of the techniques will apply. However a lot do, ranging from the use of metaphors to setting up good default options.

Some of the techniques contained in this cheat sheet are also beautifully demonstrated in another post I wanted to mention. Entitled 12 Excellent Examples of "Lazy Registration" it addresses the problem of user signup.

Essentially it is a post that showcases methods for getting around the problem of user registration. As the post itself says…

Signup forms have long irked the casual visitor. During the process of discovery, nobody wants to stop and fill out details before they can "unlock" the rest of the site’s potential.

It has certainly been my experience that signup forms are a barrier and so it is interesting to see how different web applications have overcome the problem.

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Feature: When to outsource web work

Your in charge of your organisations website. It has become moderately successful and now you have a decision. Do you hire a full time web designer or outsource to a web design agency?

Read the full article

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Listeners feedback:

In this week’s listener feedback section we look at a series of recommendations from the Boagworld forum…

A good introduction to Javascript

Jake writes: I’m curious as to whether or not anyone on the forum has strong opinions on a good introductory javascript book? And by introductory I mean something that’s more about initial learning steps such as syntax, etc. and then talks about best practices.

Doug answers: You might want to look at one of the books out for coding in jQuery, if you’re planning on going in that direction anyway. As for how to learn javascript I usually push people towards Lynda.com.

Matt also replies: Awesome book – DOM Scripting – I’d start with this before jQuery as I think you need some javascript knowledge to use jQuery to its fullest.

A good but free survey tool

Simon asks: I want to create some simple(ish) survey’s to get clients to fill out after a training session. I know of some paid for solutions, but does anyone have any suggestions for any free tools?

Laura replies: For something short, I’d use the survey function on PollDaddy. You can get up to 100 responses, and I think ten questions. Ten isn’t many, but you can do conditional branching for free, which is rare, and good.

I’ve also used SurveyMonkey before, it’s clean and simple.

A review of Clicktales

Peter shares his experiences of Clicktales…

On the recommendation of Paul, I tired out ClickTales.com; and I have to say the results have been interesting (sad, in my personal case) to say the least.

For those of you not in "the know", or missed episode 141, ClickTales is an app that lets you record and review the actions of your website’s visitors. And I’d agree with Paul: inexpensive, revealing, but limited in essence because you can witness what a user goes through.

In my case it was most effective because my results have been telling me that I should redesign my website’s structure completely… so I decided I should start from scratch all together and redesign. :)

Web Design for ROI

Bill reviews Web Design for ROI by Lance Loveday & Sandra Niehaus…

Each year I find one or two books that really stand out. This book, Web Design for ROI, changed the way I look at current eCommerce projects and helped me identify better strategies for building web sites.

Rich adds: I agree this is an excellent book.

Not too much new for a seasoned pro like myself, but I did still learn a fair bit and I’d recommend it to anyone with an interest in websites that make money.

Pro Paypal e-commerce

Finally, Ian shares an extensive review of the book ‘Pro Paypal e-commerce‘. Ian writes a very thorough review but here are a couple of highlights.

I thought this was a great read. It’s not often you finish a book and feel confident you have all the information you’re going to need to complete your project. The book isn’t just technical but also has lots of useful nuggets on business practices and background on payment systems in general for those that are unfamiliar with them at this level.

I feel confident in recommending this book to anyone who is involved with developing E-commerce systems or is going to be in the future. The author Damon Williams has a very readable style that is mercifully faux-humour free but never dull and explains everything clearly and concisely and despite its relatively low page count at 260 pages or so, still manages to cover a lot of ground without ever feeling as if it’s being too terse.

For more reviews about everything from web design books to software visit the Boagworld forum. We are also going to do some cool new stuff on the forum over the coming weeks. Keep an eye on it. We have already added a Jobs category for those of you who are looking to hire a web designer, so be sure to check that out.

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158. Home

On this week’s show: We share the highlights of SXSW, discuss home working, and interview Rob Borley about project management.

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Housekeeping

Headscape still recruiting!

Headscape is still recruiting. We are looking for an enthusiastic, talented developer to join our team, working from of our offices in Hampshire. For more information see the job advertisement on Boagworld.

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News and events

The best of SXSW

Well, SXSW is over and I am back in the UK. But what happened at the conference? What was the big news this year?

That is actually a hard question to answer. There is so much at SXSW that it is almost impossible to get a sense of everything that is going on. Even if you could attend every panel that isn’t always where the real action takes place.

The real conference often happens at the parties and in the corridors. In fact, more than one spontaneous panel was started via Twitter, thanks to official panels being full.

Panels this year ranged from the downright dull to all out flame wars! One that I unfortunately missed was "Is Spec Work Evil!". However, Marcus attended and tells me it was particularly fiery. Personally, I am very much against speculative work as I have said before. However, not everybody would agree and the panel seemed to reflect this diverse opinion.

One panel I did make was Paul Annett’s amazingly inspirational talk on Easter Eggs and design twists. The talk focused on the little things you can add to your site to make users go ‘oooo that’s clever’.

Too often I neglect such ‘bells and whistles’ in favour of usability and accessibility. Paul demonstrated how these different priorities can sit side by side without compromising each other. He showed some great examples including the hidden arrow in the FedEx logo and the vines on the Silverback website.

fedex logo

The final panel I want to mention is ‘Being a UX Team of One‘ by Leah Burley of Adaptive Path. To be honest the title of this one was a little misleading (at least from my perspective).

What I took away from this session was that design should not be a solitary activity, solely reliant on the creative inspiration of one individual. Leah seemed to be arguing for a more collaborative approach especially at the wireframe stage. She proposed that all of those involved in the project should sit down together and hammer out the wireframe designs.

This addressed two separate problems we have been having at Headscape

  • The developers concerns at not being involved early enough in the process.
  • The question of who should do wireframing – the designer or the IA person.

Best of all Leah’s presentation was very pragmatic. She provided lots of practical approaches that encourage idea generation and collaboration. I highly recommend listening to the podcast of this when it is released.

Browser testing and IE6

In other news, there seems to have been a lot written about browsers this past week. Three stories in particular caught my eye…

  • .net Magazine seems to have hopped on the ‘dump IE6′ bandwagon – My opinion is the same as that of Jeremy Keith as expressed in last weeks show. It is not a matter of dropping IE6. We should instead being deciding whether we wish to offer it the same level of support as modern browsers. I am entirely in favour of providing IE6 with a basic stylesheet that avoids its shortcomings. However, I dislike the idea of dropping it entirely.
  • Microsoft has released SuperPreview this week that allows Windows users to test different versions of IE simultaneously. I have to say this looks like an impressive tool. It allows you to view IE6 and IE7 side by side. It also has many other tools that may also be useful. Support for IE8 and other browsers will follow and although it is currently in beta, I think it will quickly become an indispensable tool for Windows based web designers. Just a shame there is no mac support!
  • Finally, Sitepoint have written a brief outline of how to create the perfect browser testing suite. Ideally for those starting out it lists various online browser simulators, virtual machines and desktop browser emulators.

Browser testing continues to be a pain in the neck and I for one would be willing to pay for a decent way of streamlining this whole process. This is especially true now that IE8 has been officially released and we have another browser to add into the mix.

Screenshot of Superpreview

A simplicity case study

A few weeks ago I wrote about the importance of simplifying your website. Well, this week Gerry McGovern has written the perfect case study to support the argument I was putting forward.

Removing poor quality content increases customer satisfaction‘ talks about how the Microsoft website consists of a staggering 10 millions pages. Of those pages 3 million have never been viewed!

The post goes on to explain how the Microsoft Office team took a different approach with their site by removing irrelevant pages. According to McGovern…

By weeding the garden, the top task pages became easier to find. But just as importantly it became harder to find a minor task page when you were looking for a top task page.

In short, removing pages reduced noise. Disturbing though it sounds, I think we could all learn something from Microsoft’s example.

An introduction to Microformats

My final post today comes from Richard Rutter’s blog. It is basically an introduction to Microformats aimed at the non-geek. He wrote the post because he recently found himself trying to explain microformats to a client and could not think of a good post that covered the subject from their perspective.

Personally, I am not sure it is necessary to tell a client you are implementing Microformats. The cost of adding them is so small and the benefits so hard to explain, that you maybe better off just doing it.

That said, this is an excellent post and if you are struggling to understand the point of Microformats, this is certainly worth reading.

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Interview: Rob Borley on Project Management

Paul: So, joining me today is Mr. Rob Borley. Hello Rob.

Rob: Hi Paul, how are you doing?

Paul: Very well indeed. Good to have you on the show. It’s been a little while.

Rob: It has, It has. It’s weird hearing the show above you, um rather than being below.

Paul: Oh yes, because you sit upstairs, don’t you?

Rob: Indeed.

Paul: Do you actually hear it?

Rob: I do. It’s like have a little base bin ?

Paul: Awh. So, um, we have kind of been thinking for a little while that we need to get someone on the show to talk about project management. And the idea was we’d get some high profile web design project manager to come in and talk about web design project management. Then I realised, um, that I can’t actually think of any. You know, I really don’t know of any kind of web design project managers out there, other than obviously the people that work at Headscape.

Rob: Well, maybe there’s a gap in the market.

Paul: I think there is a gap in the market.

Rob: (unintelligible) celebrity project manager.

Paul: Well I think that’s somewhat of an oxymoron, but setting that aside, lets shift around a bit, yeah, so, um, so we thought, lets get you on the show. Um, now, you’re quite and interesting case because you started of as a techie.

Rob: Yes.

Paul: And you became a project manager.

Rob: Yes.

Paul: And, so, um, let’s start by talking about the role of project manager. How would you describe your core role? What is it that you do? I should know this I guess.

Rob: Well, you mean other than manage projects.

Paul: Ok, you just have to make a joke out of it. But you know what I’m getting at.

Rob: Yeah yeah. I mean, I guess, um, the main thing that we do is shovel shit, really. We deal with crap. You know, the main thing project manager would do is a filter between clients and the production team for the project. I mean, there are a couple of stages I guess. So you’ve got the planning part of the job, which is essentially working out what it is you need to do, um, making sure you got the results to do it, plotting a nice time line so they can all fit as far as having deadline. And then you’ve got the people said, because really project management is a people job. You need to know how to get the most out of all the people that are in your project team, um including the client. You need to include the client in your thinking, always. Yah, that’s essentially what we do.

Paul: Yah. It’s a people person thing. I always thought you were so charasmatic. Ok, so, I mean, I guess the question is, if you look at the kind of, if you look at Headscape, and the way that we’re organised, we’ve got four developers, four designers, and three project managers. I mean, that’s a lot of project managers. And, you know the question is, why, why have project mangers at all? Why couldn’t the designers and the developers do the job? Why couldn’t it be spread across multiple people? Justify you exsistance, Rob.

Rob: Yeah, this question kind of makes me nervous here. I feel like I’m re-interviewing for my own job. Not that I interviewed in the first place, but, I guess in one sense, if you were in a small project environment, you could almost get away with one person. If, you know, its a one person job, you could get away with them managing themselves for a limited amount of time. Um, but, as soon as you get beyond jobs which are more than one person, um, and go on for an extended period of time, you start needing to provide some glue to stick things together. You need someone whose got an overview of everything that’s going on. You know, the developers have got a very developer mindset about the way things happen. Designers are the same way, they know about the design stuff. Um, but actually translating what the client wants and feeding that into both areas and bring them together is what’s missing, if you don’t have a project manager.

Paul: So, to some degree, project management becomes necessary with scale. The bigger the projects, and the more complex the projects, then the more a need for a dedicated project manager.

Rob: Yeah, definitely. I mean, I guess the real role of a project manager in these situations is the facilitator. You’ve got all of these tools which are basically your resources, your developers, your designers, um, and you need to be able to enable them to work effectively together to produce what the end product is going to be.

Paul: So here’s a question that I didn’t pre-give you, in advance, which is always the best type. Why, why, why become a project manager? What made you – because you were heading up our technical development team, you were, you know, you were doing very well. Why did you feel the need to get involved in what you call shit shoveling?

Rob: Well, I think my main motivation was, Headscape was growing, and we started employing all of these younger, more dynamic, much more talented, better looking developers, that were basically going to show me up. So I figured that before I got shown in true light that I was going to need to move somewhere else. Um, no, well that’s partly true. Really, I think, its the people’s aspect that I’m really interested in. A good project manager is someone who is able to understand how his resources or how her resources work and how your clients work, and joining the two together. Um, while I quite like writing code really, I’m not passionate about it. So that side of it, you know, I reached as far as I wanted to go, and I really enjoy the people thing.

Paul: Ok. So what other, I mean, what other kind of characteristics do you think make a good project manager, obviously the people skills you talked about, what other, I mean if there are other people out there going well actually I’m not that passionate about coding, or I’m not that passionate about design, but I am passionate about the web, I do like the web design process, perhaps project management is the way I ought to be going. You know, what skills, what characteristics do they need, what personality traits do they need?

Rob: I think well, you need to be able to plan. Um, you know, planning is very very important. If you plan well, then your project will usually go well.

Paul: I like the cornification in that.

Rob: You have to be able to predict the future is helpful.

Paul: Yes.

Rob: A major part of what we de in the planning stages is assessing risk. You know, so, we’ve got what we’re starting with, we’ve got what we want to achieve, and we’ve got a time scale, now we need to work out what things might appear that are unforeseen, which are going to affect us reaching the time scale. So being able to foresee the future is helpful. Um, and so planning, being quite analytical and thorough. The logical background I have from being a programmer, a developer, is really helpful because you have to approach project management in a very analytical way, to make sure you don’t miss things. So there’s that side of it. And then there’s communication skills. You not only need to be able to communicate with a client affectively so they show that you understand what they want, um, and they understand where you are with the project, and they’re happy because a happy client makes everyone happy. But you also then need to communicate that with the various personalities in your team. You know, whether thats the developers locked up in a dark room with no social skills, or the crazy charismatic designers who…

Paul: You’ve just gone with stereotypes that so don’t apply. If I look at our team, no offense to our designers, they’re the ones that sit in the darkened room with their nose right pressed against the screen. And the developers are the ones that are crazy and never do any work.

Rob: (unintelligible) something about reading personalities. No, but you see my point. You’ve got these almost extremes, especially in the web, I guess, in the web world, you’ve got these extremes of personailities which somehow you need to be able to communicate with and put it all together and so, yeah, that’s an important skill. I think the third area, is to be quite relaxed about life. Because things will go wrong and do go wrong, it doesn’t matter how well you plan and how good you are at predicting the future. Stuff will appear that is completely unforeseen and will completely throw (unintelligible). And everyone gets really upset and people will shout at you and it goes a bit nuts. Um, and if you go nuts as well, you project team falls apart, because they look at you as the calm rudder in the storms of life. I can feel my other project manager buddies laughing at me, um, but if you’re calm and you can not get stressed at that but actually see, try and find a clear path through a very stressful situation, then really helps.

Paul: I would so be the worst project manager in the world. I’ve got the attention span of a newt, I’ve got no organisational abilities and I get stressed at everything. So overall, I think I’d fail.

Rob: Yeah, stick to web celeb.

Paul: Yes, I’ll come up with some other title that sounds good. Um, ok, so you talked about this really is, I can honestly say, a foreign area to me. Right? You talk about planning a project upfront. I’m not a planning person. Right? And there seems to be so many variables involved in a project and so much as you say, that can potentially go wrong. How do you plan it? I mean, you know, the kind of thing that you always talk about, when you talk about project management is endless gantt charts that seem to be outdated in about 5 minutes, sort of kicking a project off. How to you effectively plan a project?

Rob: Um, well, we do use a gantt. We always start a project with a gantt. And, um because it seems like thats what project managers are supposed to do, so we justify the time with a gantt. Um, but you do need, um, I think assessing risk is something that is vital in successful project management. Its something that we’ve been doing at Headscape, um, increasingly more over the last year or so otherwise this need to actually spend time highlighting what could actually go wrong here. So, you look at, I’m not going to be able to think of any examples now, but a particular, let’s say you building a shop or something. So potential things which could delay that project would be: the client not getting around to telling you what the products are on the shelf and content population is a big risk on meeting a project deadline, because it is out of your control. So, its like, I need the content by this date, and he needs to put the content in by X date. If the client doesn’t do it, there’s nothing you can do about it.

Paul: I’m guessing integration must always be a big risk. Integrating with third party applications.

Rob: Exactly, so if you’ve got some sort of third party database or a web service you’ve got to pull in, something that you’ve done a bit before, but you don’t know anything about, that’s a risk. Because you can guesstimate what’s going to happen, but its unforeseen. And so, the trick is basically, to find all the tasks that have these risks and then multiply (unintelligible) an hour by some random number. And then make the rest up as you go along.

Paul: So what about once the project gets going, how, what techniques and tools maybe do you use for monitoring and controlling the process and trying to keep on top of everything.

Rob: Yeah, I mean, there are lots of tools out there, obviously, lots of funky web-based ones, um, there is no substitute for talking to you team. Um, trying to (unintelligible) email or basecamp or something is impossibly without talking to you team. So, communicate. It’s a big part of what we do. You have to talk to the people doing the work, you have to talk to the clients, um you have to keep the lines of communication open. Um, but as far as actually keeping track of what’s going on, we do use basecamp, um which is great for managing lists, basically, you manage lists. So from our gantt shell, we’ll break it up into a series of tasks if you like, wide areas, um, and then, (unintelligible) ask people to add comments to them and take them off and then we’ve got kind of an overview of where our project is. Um, and hopefully from there, and when we’ve got the gant shell, we’ve got some dates, some milestones and reminders like you should have done this by then, um and so, you use that to kind of keep track of where you are.

Paul: Cool. What about, so that’s kind of dealing with the internal side of things. What about when it comes to the client, I mean, you talked about, you said earlier, a happy client makes everybody happy kind of thing. So what makes a client happy? What are the things that really, or perhaps turn it around the other way, what are the things that really piss of a client and where can it really go wrong?

Rob: This is really where the people side of it really comes in because every client is different. Some clients want you to talk to them for five hours a day, hold their hand, you know, spoon feed them, and some clients just want to know when it’s finished. So initially, when you’re kind of trying to assess your project team, if you like, your resources and what you’ve got, assessing the personality of your client early on, will really put you in a good place. Um, but, I guess, general principles, if you’re honest, it helps. Um, so, be realistic about what you’re telling your client is going to happen. Don’t promise the Earth by yesterday. Because then you won’t deliver and then they’ll get upset. If there’s going to be a problem, if things have slipped for some unknown reason, then tell them as soon as you know. Tell them as quickly as you possibly can. Um, manage their expectations is kind of the phrase that we use a lot. You gotta manage you clients expectations so that they’re not expecting something that you can’t deliver. And um, and then that limits the amount of upsetness that they get.

Paul: Slippage is a big one, isn’t it? This kinda whole area of things like, you know problems you kinda face, things, like slippage, scope creep, non-delivery, I mean, how do you have any kind of broad techniques for dealing with these kinds of things, or is it just kinda communications thing again.

Rob: It’s mainly I think a communication thing again. Um, part of the planning stage is trying to asses these risks and so you try and build in contingency to cope with those, and if you’re building enough contingency, you deliver the project early and that makes everyone really happy, even if its a long project, you deliver it early, you’ve exceeded their expectation also. Um, so I think, if somethings going to slip, I think you should say you’ve got to be honest. Sometimes things are just out of your control, so you’re two weeks before the end of a project, you in the middle of snagging, your lead developer goes down with appendicitis. There’s nothing you can do about that, and so you just need to communicate with the client and hope they take it well.

Paul: So wishing everything works out, I’m loving that approach. Ok, so, um, let’s finish of with a piece of generic advice. Either people starting out in project management or those that have had project management foisted upon them. You know, whats the kind of one piece of advice that you would leave for people?

Rob: Get to know your team. I think that’s the main thing I would say. Um, its kind of like, when you drive you car, you’re environment is a very organic, dynamic thing, you know what it really what’s going to happen and the only thing you’ve got to get you through it is that you understand you car. You know almost instinctively how it works, how to drive it it, if you get to that situation with your team, then whatever the project throws at you, you kind of, you can deal with it. If you understand how you client is going to react to a certain situtation, you can intincfully deal with it. And it keeps the stress levels low. You need to find ways of managing your stress levels.

Paul: There you go, that’s great advice. Thank you vert much for that, it was wonderful. I really appreciate you coming on the show.

Rob: My pleasure.

Thanks goes to Meredith Marsh for transcibing this interview.

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Feature: Home Working

I was recently contacted by a friend of mine Marieke Guy about writing a guest post for her blog on remote working.

I have been working at home for over 7 years now and am a great believer in the benefits. However when I actually sat down to write the post, I realised just how long it has taken me to find the right way of working.

As a large number of people who listen to this podcast work from home, I thought I would share my experiences to date and my hopes of where remote working will take me in the future.

The reality of home working

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131. Version Control

In this weeks show Ryan and Stanton return to talk about the importance of version control and answer your questions on project  management and invoicing applications, download sizes and page weight.

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News and events

Twitter Cuts UK SMS

This week the team over at Twitter announced that they would no longer be delivering outbound SMS over there UK number. They go on to explain that the bill which up until now they’ve been footing is simply too great and that even with a limit of 250 messages per week they estimate a yearly cost of $1000 per user.

Thanks to established relationships with SMS services in Canada, India and the United States the outbound SMS service will be continuing uninterrupted in those countries.

Twitter has suggested a number of alternatives to the service, links to which can be found on their blog. It would also appear that a number of start-ups are rushing to fill the void as TechCrunch have also reported.

A large portion of Twitters popularity is due to their SMS facilities and it is feared that “freezing” out the UK and other countries from this service will be detrimental to their future.

It reminds me of when Pandora, the online radio station, closed its doors entirely to its UK audience due to licensing constraints and it begs to question do we poor souls in the UK miss out on all the good toys?

facelift (FLIR) Image Replacement for Fonts

Facelift Image Replacement (or FLIR, pronounced fleer) is an image replacement script that dynamically generates image representations of text on your web page in fonts that aren’t otherwise supported in web browsers. The generated image is automatically placed on your site and works in a similar way to sIFR, the big difference being the lack of Flash.

This script uses PHP and javaScript and utilises actual .ttf font files to generate its replacement images, so you can simply specify which elements you want to replace, h1, h2 tags etc, download a font you want to use, point the script to it and your done.

I’m looking forward to having a play with this script as it seems to be simple to use and the fact that you don’t have to mess around with Flash like you do with sIFR is a big bonus in my book.

Take a look at the number of examples they have on their website and see for yourself.

Gmail went down!

So Gmail went down for a few hours this week and as Josh Catone said in his sitepoint article article:

Judging by the reactions on Twitter and in the blogosphere, you’d have thought that the world ended.

There’s nothing really more we can say about this that Josh hasn’t already mentioned, but suffice it to say, no web sites/app is going to have 100% up time and this echoes what Stanton and I were talking about the other week in regards to S3 going down. It’s important to always have a backup and not to put all your eggs in one basket because when the service you’re using goes down, and invariably it will, you need a plan B.

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And Now For Something Completely Random

During the recording of this weeks podcast we were thrown completely when we spotted Paul Annett from Clear:Left dressed up as a Gorilla on Yahoo Live! and then proceeded to start dancing… always aiming to share the hysterics here’s proof. Random indeed.

Paul Annett Dresses as a Gorilla

Feature: To Version Control or Not?

Version control can seem like a very daunting thing to incorporate into your work flow, but once it’s there you can be left wondering how you ever lived without it. In this week’s feature Stanton shares his experiences with you in a bid to convince you why you need it.

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Listeners feedback:

Project Management and Invoicing Applications

James writes: I would like some boagworld advice. I’m a web designer and SharePoint specialist at a large company in Cambridge, UK. Over the last 3 to 4 years i have been messing around with web design etc. I now am very busy outside of work and it is getting busier every month.

I started of with a server under the bed at home with UPS hosting these sites. They ranged from personal sites, to company profile pages to shops. This server has now been replaced with a VPS hosted externally.

My plan is to keep working full time and manage my time very carefully outside of work and keep these sites coming in and out etc and then one day take the big leap into the self-employed world.

What could you recommend for me to manage my tasks, projects, time-management and invoicing etc?

I love the podcast and would be quite happy to chat further with you. Look forward to hearing your experience comments.

Well there is a multitude of online and desktop applications designed specifically for managing your business.

Probably the most popular project management app I know of is 37 Signals’ BaseCamp and that’s certainly the first one that springs to mind when I’m asked this question. Depending on what package you have, BaseCamp allows you to create projects, set milestones, to-do lists, manage time spent on tasks among other things, however BaseCamp is tailored more towards collaborative projects for when you’re working with a team of people. It doesn’t provide facilities for invoicing clients and managing your accounts and so it might not be the perfect choice if you working alone.

Another app I know of and which comes highly recommended is FreeAgent. FreeAgent like BaseCamp allows you to create and manage projects, clients and timescales, however in addition it provides you with the facility to generate invoices, manage your bank accounts as well as your expenses and incomes. It’s designed for sole traders, partnerships and limited companies and is wrapped up in a nice, user friendly interface.

A final mention goes to a Microsoft app that I came across a couple of years ago now, and has only this year been release in the UK. It’s called Office Accouting Express 2008 and it’s actually free to download and use. As you would expect it integrates with other Office applications and provides you with all the facilities you would expect from an accounting package, invoicing, client management etc. So if you’re working on a PC it’s worth having a look.

Luckily you can have a play with all these apps before you buy. BaseCamp has a free account which allows you to create 1 project so you can get in and see how it all works, FreeAgent has a series of demos you can use to see if the interface and facilities are to your liking and as I’ve said Office Accounting Express is free. So my advice would be check out them al
l and see what works for you and no doubt there will be several suggestions in the show comments on other apps that I haven’t mentioned here.

Download Sizes

Bob writes: After reading a recent post from Smashing Magazine on textures I started to wonder… what is a good rule of thumb regarding document size per page on the web? Most of the example pages in the article ranked in at close to 900kb per page… am I behind the times?

Very good question, and one I think we all worry about at points. There’s more than just the filesize to really worry about, there’s the general ‘page weight’ which is affected by many factors, such as:

  • The number of HTTP requests made – if you’re pulling in a lot of external javaScript or CSS files, each one has to be requested seperately. You can combine these into single files to reduce load times, but at the expense of readability, maintainability and organisation
  • The size of any javaScript files you’re pulling in – you can get minified versions of most libraries, for example, which strip out all the extra spaces and line breaks in the code, which aren’t needed in order for the code to execute
  • CSS expressions can be a useful tool, but are bloody slow, especially when used a lot
  • Image filesize can have a massive effect on load times, which is one of your main concerns as you mentioned textures. I’m assuming you’re already familiar with image optimisation, but also test to see if you can squeeze images into a GIF, or a PNG8 if possible, these formats will give you a nice small filesize if you only need a limited colour pallete.

In this day and age it’s nice to think that we’re all cruising on nice fast broadband connections, but in reality we know that’s not the case and you really have to consider your audience, and the context in which they may visit your site (Paul’s talked about this quite recently). If you expect an older demographic to your site, or people in remote areas, then they might still be hitting you on a dial up connection. Some visitors may be using poor public wifi (I get suicidal on the train to and from London as the wifi is usually worse than dial-up), or mobile devices where the data charges can be ridiculously high.

There are a couple of tools I use to get an idea of how my pages weigh in:

There is a Firebug addon called YSlow which provides some nifty statistics on what’s happening under the hood of the pages you visit, and also grades the page performance and suggests methods to improve the loading time of your page.

I tested 2 sites quickly with this extension to give an idea of what you can expect to see, Amazon and Boagworld.

  • Amazon.com weighs in at 501k with 85 HTTP requests and a performance rating of D
  • Boagworld.com is a bit lighter on it’s feet at 57.6k and 79 HTTP requests, but has a performance rating of F, due to (among other things) including 37 external javascript files compared to Amazon’s 8, and 33 CSS background images compared to 9 with Amazon.

I also use a Firefox plugin called Firefox Throttle which lets you simulate a specific network speed (such as 56k) and get an idea of how long your site will take on certain connections.

Unfortunately I don’t think there’s a good rule of thumb here. Personally, I don’t let the page weight issue affect or limit my design, but try and make savings where I can nearer the end of the project, by optimising images, switching to minified JS libraries and reducing the amount of HTTP requests where possible.

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128. Details

On this weeks show I’m accompanied by our Producer Ryan and Researcher Stanton. We Interview Dan Rubin on the Details of Design, and answer your questions on managing a bigger team and terms and conditions.

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News and events

Silverback Launches

This week has seen the release of Silverback, the highly anticipated app from the guys at Clear:Left. After months of speculations about what Silverback actually was, the “spontaneous, unobtrusive, usability testing software for web designers” is finally available for download.

We’re sure a majority of you know all about Silverback, but for those of you who don’t, Silverback, which is available exclusively for the Mac, is Clear:Left’s answer to convenient usability testing on the go. Utilising the iSight and screen capture facilities of the Mac, user’s experiences can be recorded and reviewed at a later date, taking away the costly and often difficult to setup up approach of using specialist equipment like multiple camcorders which can lead to hours of time spent trawling through video footage.

PatternTap

Whether you’re a designer or developer, there are many occasions where you go on the hunt for inspiration in interface design. Normal CSS Gallery sites give you great examples of full site design, but usually don’t focus on the small details of interface design. The only site i’ve ever been aware of is Christian Watsons “Elements of Design“, which is a great resource showing examples of elements like comment forms, calendars & date pickers, footers, image captions and so on.

There’s a new site I’ve come across this week called PatternTap.com which also wants to collect these design patterns and focus on specific elements of design and to help you to reference, collect and organise them for your own needs.

PatternTap is shaping up to be an absolute goldmine of inspiration, and looks like it will build into a large resource of design element exmples. There’s currently 46 collections, everything from 404 pages, audio players, pagination and search boxes. It let’s you create your own “lightbox” style user sets, so you can keep your favourite examples organised for future reference.

I’ll definitely be adding this to my toolbox of design inspiration links, and recommend you give it a look too.

Google App Engine Update

This week also sees the release of a small update to the Google Apps Engine. The Google Apps Engine allows developers to build applications on Googles own infrastructure. I have to admit that the Google Apps Engine is not something I’ve developed with personally however that doesn’t stop us talking about it so let’s run through the list:

  • Firstly you can now have up to 10 apps on your account as opposed to the previous limit of three 3, the Engine also limits developers to 1000 files per application, so the increase in the number of apps you can now have is a welcome addition.
  • Time windows for Dashboard graphs: Zoom in on the data in your dashboard to get a more accurate picture of whats going on. You can zoom in to see graphs for the last 24, 12, and 6 hour periods.
  • Log files can now be downloaded in plain text.
  • And finally you can send email as the logged in user: If you’re using the users API, you can now send email from the email address of the currently-logged-in user were as before it was only possible from the administrators account.

S3

So some of you may be aware that Amazon’s S3 service suffered from some 6 hours of downtime recently, this echoes the issues of service availability that happened back in February.

For those of you who don’t know, the S3, or “Simple Storage Service” is a scalable and inexpensive data storage infrastructure, which allows you to store and retrieve any amount of data.

So this is a fantastic idea – in theory, it means that if you’re developing a large website or web app and need lots of storage, you don’t have to pay for huge webhosting plans with lots of physical diskspace, you store your assets “in the cloud” as it were, and you’re charged based on how much storage space you, and how much bandwidth you consume.

Lots of large sites rely on the S3 service for their storage needs, Twitter, BaseCamp and SlideShare to name but 3 and the recent downtime has raised the age old issue, “are we putting all our eggs in one basket?” Jonathan Boutelle put it best in a recent blog post, stating “When S3 goes down, the internet goes down”. Aral Balkan also wrote recently urging people to have contingency plans in case events like this happen again, stating that the Open Source Google App Engine SDK could be the answer.

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Interview: Dan Rubin The Details Of Design

Paul:Joining me today is Dan Rubin who I recently saw at the @media conference. Good to see you or speak to you again Dan should I say?

Dan Rubin:Good to speak to you Paul.

Paul:It was good to meet up with you at @media. It feels like a long time since we met up and it was great to hear you speaking there. That was a first for me.

Dan Rubin:Thanks. It was a privilege to be able to help out Patrick it being very last-minute.

Paul:Oh was it?

Dan Rubin:He sent me an email about two weeks prior saying someone had dropped out and of course I wasn’t going to say no.

Paul: laughs

Dan Rubin:It’s been over 10 years since my last trip to the UK, so it was a great opportunity.

Paul:Cool. Well I have to say considering you only had two weeks to put together the presentation, it was truly phenomenal. It was an excellent presentation and I really enjoyed it. You were talking about ‘design is in the detail’ I guess was the kind of subject you were tackling?

Dan Rubin: I’ve been talking a lot lately about the level of detail, the attention to detail and the design and I’ve done a couple of presentations with Brian Veloso over the last year on that same kind of topic. This was an extension of that injecting some of my own little personal preferences into the talk and got to cover things like typography and some of the simple practical things that you can improve very easily that result in a big improvement and typography, and little tricks in using grids, not on how to make them but how to actually implement them and how they can help workflow and bring things together and make layouts tighter and better without
that much effort and the same thing with digital transformations in photography and a lot of pixel detail that a lot of people don’t notice and its all about the subtle level of design.

Paul:I got this vague feeling that as you were talking you were a little bit appologetic for some of these manushi that kind of individually you sit there and go ‘how is anyone going to notice that?’, but accumulatively they have this effect on the design don’t they?

Dan Rubin:Well that’s the thing. It comes down more to feeling than seeing but its about as a designer what you feel with your eyes more than anything else and how that translates to what users or viewers or readers also feel but since they don’t know it is there, they are likely to never actually see it, but as a designer you’ll know it is there, you can see it, and the trick is to get it to the point of you can still see it but it is not really visible it is just felt.

Paul:A subconscious expression?

Dan Rubin:Yes.

Paul:You covered loads of tips in your presentation and there was some excellent stuff in there but if you had to pick out one that has the biggest impact on a design, which of the many things you talked about would that be?

Dan Rubin:I think what it would be is to really underscore trusting your eyes and it seems a really simple concept and whenever I put that up on the screen you get giggles from the audience. The truth is many of us don’t actually take the time as designers to just step away and look at what we’re working on. It doesn’t matter whether it is for screen or print. The medium is a material at this point and it is just having faith in what you see and what you feel. That’s what being a visual creative is all about. It is trusting what you see. It is the same as being a good musician comes down to trusting what you hear and sometimes we forget that, and we start getting into designing based on the rules or how we think we are supposed to do things or designing on technical limitations alone. When we do that we stop using our eyes.

Paul:It’s interesting in the presentation you talk quite a lot about some of the details and the mechanics of design. You were talking about font sizes going incrementally up, your heading and your sub headings and there being a mathematical relationship in their sizes. You talked about being consistent in your margins and padding and how all those things inter-relate. Are we saying that design is something that can be learnt and it is a mathematical thing and it’s a set of rules that you just adhere to? Or is there some sort of underlying artistic thing, some people just know how to do it and it’s not something that can be learnt. What’s your opinion on it because I get mixed feelings from you? On one hand you talk about these rules and on the other hand you talk about stepping back and looking at your design and it feels more kind of arty-farty if that makes sense!

Dan Rubin:What a load of questions and rightfully so! It’s something I’ve written about before years ago and had a bit of back and forth on the topic with Paul Scrivvens of 9 Rules, with him arguing that you don’t need any natural artistic ability because he didn’t think he had any, yet he was clearly doing things that looked good. I was arguing the opposite but when it comes down to it it’s really not something that you can say definitively either way. Just as there are people who naturally seem to be good musicians or good athletes or good at math and programming, there are people who seem to naturally be good at design and any kind of creative endeavours. It is really difficult to tell whether that seeming innate ability has come from something that happened in very early childhood development or if they were born with it. I do think that however difficult it is to put a finger on it, once you get old enough, especially to the point w here probably most of your listeners are doing what your doing for a living already or you are thinking of changing from one thing to another, you’re past that point of subconscious development where you need to put conscious effort into something and you can. I think you can be trained to do most of the things designers do. You can even train yourself to see the way that creatives see. The older you get the harder it becomes to incorporate into the way you view the world. That is a big part of it. That comes down to sometimes the different personalities. How hard is it to put a finger on what makes you ‘you’. I would say as a teacher, and I spend a lot of time teaching high school students over here about music as well, since that’s my other passion, and it’s specifically not just playing music but it’s specifically singing which is one of those things that you can either carry a tune or you can’t. I’ve also seen kids who can’t carry a tune when they start singing learn how they train themselves. They learn the proper muscle memory, and it’s amazing to see what people can actually accomplish when they put their mind to it. If you are listening out there and you want to become a better designer or maybe you’re not a designer and you’re a programmer or a web standards junkie, and I can say that because I am one too, and there isn’t any reason that you can’t become a better designer, or become a designer from scratch if you realy really want to.

Paul:I think that’s really important to say because I think so many people are intimidated from getting involved in design because there’s almost a bit of snobbery. If you’re not artistic, you’re not artistic there’s nothing you can do about that. I personnaly don’t believe that that’s true. Like you say I think there are some people that are naturally inclined that way but I think a lot of the principles that you were talking about in your presentation pretty much anybody can pick up on and do, which is what encouraged me so much hearing you talk.

Dan Rubin:That is one of the reasons why one of the reasons I say one of the most important thing is to trust your eyes and that’s instinctual. These rules, as a good teacher you have to teach these rules. When you start learning any discipline the first things that you are taught are the basics.The basics are things that many people, once they learn enough, don’t conciously think about, but what you find if you deconstruct their work is that they are doing them, they have incorporated into their flow into their process so it’s second nature to them. What we think of as instinct is really just experience.

Paul:Yeah. One of the things you did mention in the presentation that grabbed my attention is you talked a lot about texture and adding more texture to your design and about how that creates a real feel. There seems to be a slight skism, I don’t know if that is the right word, but like 2 different camps in design at the moment. People like yourself, Elliot Jay Stock is another example that does very rich, very textured design. It’s absolutely gorgeous. At the other end of the extreme you’ve got people like 37signals doing this minimalistic functional design. How do you feel those two sides fit togeth
er? Is there a role for one or the other or have they both got their place

Dan Rubin:I really think that both have their place and more than that it’s popular to create divisions. Not just these days, if you look at any industry that spends a lot of its time looking at itself, like we do, you start to find reasons to create little clicks within it or factions or what have you. If you just ignore those splits that happen because we spend way too much time looking at what we do and try to deconstruct it and answer that question of ‘why’. What you find is that it’s all the same thing. When I talk about texture it is important to understand that it doesn’t just mean rough or ??bulap or brick. Texture can also mean smooth and polished and speaking directly about 37signals for instance. I’ve used their apps and I’ve loved them since the first time they came out. If you look at the first versions of Base Camp and Backpack, before their incremental re-design they’ve actually added the little drop shadow over time. If y ou look at it as a designer you see the flaws in the way they’ve done it because it doesn’t look real and it just ends at some edges, it has hard edges, but that’s not the point. The point is they added it because it created a separation, they added it because they felt it needed it. The rest of the interface doesn’t need any other texture because it isn’t supposed to have a feel to it. It’s actually supposed to totally get out of the way and there are different approaches to minimalism. You can use minimalism in subtle detail where you add in things like I was showing in my presentation, or you can use minimalism where you keep taking away and 37signals apps feel right, they always have felt right to me so as far as I’m concerned that means they’ve hit the nail on the head. It shows when you see people trying to recreate the application interface and theat style that 37signals uses and they get stuck in this pattern of adding things, like they feel ‘well, that’s 37siganls l ook so I think we have to add things to make it better, to make it better, and they never work as well because it’s not just about that. So the answer is, and I try to underscore this when I talk to people about this or present about it or even write about it, as much as these things can be presented as rules and definitive this is the way to do something. the fact is you have to do what works best for you and your particular project or circumstance or situation, and you also have to be open to the fact that what works for you right now might change. It might be different next year, next month or next week, and being able to adapt to your situation as a designer specially is really important, because you have to adapt if you’re doing client work, you have to adapt from project to project, because your style might work for one client but you might need to tweek your style to do what’s best for another client. If your working on your own applications, what works for your users now might not work for your users once they become users that have used your app for a year and they’re experts now.

Paul:You talk about tweaking your style. How easy is that, do you think, to do in reality? I mean I’ve got a very strong style in my design, and I really struggle and I look at someone like Cameron Moll’s style and I just love it. I love the light-handed feel, he’s very delicate, beautiful design, and I wish I was more like that, but there is no way I can make myself become like that, or can I? Is there a way of changing your style?

Dan Rubin:I think we’re all naturally mimics. I’m not going to dig into my opinions on human adapability too much. I spend a lot of time thinking about that as far as evaluating how people use things, whether it’s interfaces or products and it’s interesting to start to see those patterns but you can see it on a global scale too. Historically human beings are species very, very adaptable and that happens on macro and micro levels. If you want to adapt your style you can. You look for the inflences you want to model yourself after. This is just how people learn to be designers when they’re starting out, or learn to be artists. When I took my first watercolour and oil painting classes when I was 11 or 12, the way we learnt was to recreate examples that were painted by masters. So learn how to use the brush strokes they use, to learn how to mix colours the way that they use them, to learn how to use the tools the way that they use them becau se you only discover your preferences and your style by mimicing, copying others. You find out what works and you decide what works for you and what doesn’t. So changing how you design and how you see is not necessarily easy, because at a certain point you’re reprogramming muscle memory and from my experience with singing I know how difficult that is to do. Once muscle memory has been built up to the point where you don’t think about it and you just react, it’s very difficult to break that down and re-build it. Difficult does not mean impossible.

Paul:That’s really interesting that you say that because I’ve always very much struggled to design in any other way than I already do, but I obviously need to push myself in this area. Talking of 37signals, I’m sure you have been following their recent post and various reactions to it about skipping Photoshop, and how they move straight into building with HTML and CSS and I just wondered what your opinion was on that.

Dan Rubin:I know I’d get roped into this discussion somehow. There has already been some great responses from people like Jeff Croft and Mark Boulten to the 37signals post on that, and even interestingly enough a follow-up post sourced by 37signals announcing that they were looking for an additional designer for their team that can push them into different directions that they havent been going naturally. That comes back to the whole adaptability and willing us to change and being open to it. In the argument itself I can’t say I always start in Photoshop or Fireworks or some sort of visual tool. I think Jeff said 37signals starts with a visual tool, it’s pencil and paper. I think even if your tool is a marker on a whiteboard to a certain extent everybody tends to start there, even if you don’t start there you start with a picture in your mind. So there’s some level in the process where a visualisation is occuring, if that’s fair to say. When it comes down to it why does the tool that you’re using to visualise really matter? It starts in your head if you’re a primarily visual person you can either realise that vision by programming it and seeing it in the browser or using Photoshop as a tool. All of these are just tools when it comes down to it, they’re not the end result. They’re just part of the process. I’ve done both. I’ve built straight from XHTML and CSS many times and I do tend to find that most visual designers that have weighed in on this conversation also find that in my opinion the result ends up being more simplistic. that’s not necessarily to say bad. It’s just different and you’ll find that the tools that you use as a visual creative influsence the end result because that comes down to constraints. 37signals of course is huge on constraints and you do save time when you’re doing straight HTML and CSS, you skip a lot of the temptation to play around like I know I do with layers and layer setting s and percentages of opacity. I spend a lot of time playing when I’m in Photoshop, I don’t think that’s bad. That’s part of the creative process when using that tool. When I used to paint which I havent done in way too long. I would play with my
palatte, when I was doing oils my palatte and my palatte knife was tool before I got to the canvas, and I would play with mixing my colours ‘and that’s not quite right’ and ‘wait and go over here’ and sometimes you get it onto the canvas and it doesn’t look the way you want it to and have to wait for it to dry and then you paint over it because that’s what you do with that tool. When you’re doing watercolours you don’t have that forgiveness of the tool, you have extra constraints, so you don’t experiment as much putting it on the paper, putting the paint to paper because you know once it’s dried and there you can’t go back. you can’t paint over it. So you adjust your style depending on the tools and the workflow and it’s all good, it ‘s just all different and you have to I think do yourself a favour and experiment to find which works best for you and don’t be afraid if you’re working on a project and you think ‘this doesn’t feel like it needs a lot of subtle gradients and lines and shadows and Photoshop work. I might just be able to build this without using Photoshop at all’. So do it if it feels like that will work best go that route. If you feel the opposite go the other route. If you feel like it should involve a lot more natural media pull out your watercolour pad and paint something and scan it in and incorporate that

Paul:It really down to the right tool for the job thought process.

Dan Rubin:Exactly. The thing that 37signals does really well is stick to their guns. They state their opinion so firmly that people can easily interpret it as law and I think that’s very important. In any industry it’s very important to have people who do that, who can stick to what they believe so strongly and apply it so universally that it creates this set of rules, but it doesn’t mean that they have to be followed or cant be partially followed or bent or broken and you find just as much as 37signals is enfatic about skipping Photoshop. There are other people who would never in a million years go straight to HTML and CSS, doesn’t mean that either camp is right.

Paul:OK. One last question just to wrap this up. We’re running out of time but there’s something I wanted to ask you which is: We’ve been already talking about that there are people that may be want to learn to be better designers, to find their style and to move into this area, perhaps they’ve been a developer background and they’ve been previously put off exploring design because they have been made to feel inadequate. What kind of resources would you encourage people to look for or look at in order to get going I guess?

Dan Rubin:Whether you’re starting from scratch or just trying to improve what you already have it’s important to touch on a couple of specific areas, and those are typography, layout and working with colour. This applies just to design because it’s worked whether you’re designing on the web or designing in print or branding or whatever you’re doing. Typography is kind of my first love with design and if you want to learn about typography you have to go out and buy ‘The Elements of Typographic Style’ by Robert Bringhurst. It’s the bible for typographers. It’s really easy to read too because he’s a well respected Canadian poet as well. He just happens to be an excellent typographer and book designer, so if you are in a rush, you cant get to the book store or Amazon right away Mark Boulton’s series ‘Five Simple Steps To Better Typography’ is a great place to start as well and he references a ton of other good resources. Start there if you a re going to start online but no matter what buy ‘The Elements of Typographic Style’. When it comes to layout there are a lot of things that you can learn about layout but you’ve got to learn about grids, even if you never use them. Do yourself a favour of learning and I’ll reference Mark again, actually I’ll reference Mark in all three of these. He’s got great starter tutorials about this stuff so ‘Five Simple Steps To Designing Grid Systems’ is really a great place to start. Cameron Moll has written about Griding The 960 and read up over on Khoi Vinh’s site about grids. ‘Grids Are Good’ is a great demonstration as well, and if you want to get a physical book to hold ‘Grid Systems In Graphic Design’ is a great, great phyisical book and I think it’s important to as web designers to also reference ‘Print’, because Print is where all these design rules come from and typography rules and colour rules, so learn from these different implem entations and you’ll figure out things that you can do that you didn’t think about, because you haven’t seen them on the web. So ‘Grid Systems In Graphic Design’ is by Josef Müller Brockmann I believe would be the pronounciation, look that up. Colour, and this is something that’s very preferential maybe but read up again Mark Boulton’s ‘Five Simple Steps To Designing With Colour’. He’s great at teaching, he’s great at communicating all these things. Also play around with some of the online tools like Adobe Kuler, is fun. Look at what other people are putting together, look at combinations, again feel is important. Whatever feels right for what you’re trying to do. Another cool tool is Colorjack. You got a couple of ways of mixing colours and it’s really, really cool to look at. Finally on the topic of colour whenever using colours in an interface please be aware of the different types of colourbl indness that exist, and there are lots of tools online. Photoshop CS4 will have some tools built in as well but there are plug-ins that you can get right now for all sorts of tools and online tools as well that allow you to see what you’re designing, or even just a colour palatte. See them through the eyes of someone that has these various colourblindness afflictions and make sure that whatever you do doesn’t render something unuseable to what ends up being a large percentage of the viewing public when it comes down to it.

Paul:WOW !! That’s a good set of resources !! My word.

Dan Rubin:You didn’t think I’d be that prepared did you?

Paul:That’s a superb list. I certainly didn’t know about all those posts from Mark Boulton. there was some great stuff in there – Thank you very much Dan. Just to say that Dan’s talk at @media will be no doubt going live at some point and you’ll be able to download it and listen to it. Definitely do that, it was superb. So check that out. You will be able to go the shownotes for this episode for all those links that will be useful as well. No doubt you won’t be able to remember them all. Dan thanks for coming on the show, it’s very much appreciated and we will get you back on in the future.

Dan Rubin:Thanks very much for having me Paul. It was a pleasure.

Thanks to Sarah Galley for transcribing this interview.

Linkage

You can find Dan Rubins site, Superfluous Banter here.

Typography
Layout
Colour

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Listeners feedback:

Managing a Bigger Team

Jon asks: We are a company of 4 people – myself (owner, design lead and general business development/project management person), one designer, and 2 developers.

We are hopefully about to merge with a slightly larger company in a neighbouring town who have slightly more staff than we do (7 in all), and who have more of a project management structure – 2 project managers, using the services of 1 designer, 3 developers, and 1 designer/developer. I would end up as owner/MD of the enlarged company.

My question is really about project management? What do you think is the best organizational structure for a company of 11 people? I was feeling pushed on the project management side before this merger came along, and the merger will bring 2 project managers with it. How does Headscape do it for example – I think you have project managers there – do the designers and developers report to project managers, or do the project managers pick from a pool of design and development resource as required? What are your thoughts generally on the whole project management side of things.

A-ha… this is part two to a question I answered a few weeks back relating to pricing work after two companies merge. I wanted more detail at the time and now I have it!

Comparing to Headscape, we have 4 designers, 4 developers, 3 project managers, 2 business development/analysts and 1 lazy good-for-nothing called Paul … seriously though, Paul effectively markets Headscape and I have to say he’s rather good at it (ungrits teeth…)

Following the merger Jon will have a team of 11. As he is new MD, I think it is imperative that he much reduces the design and PM aspects of his role and concentrates on bringing in business as there are quite a few more mouths to feed.

That leaves roughly 3 designers, 5 developers and 2 PMs. Depending on the work you’re doing I think that is ok especially considering Jon can bolster both the design and PM groups if needed.

Regarding the allocation of work, project managers should rule the roost. Full stop.

It is their job to manage resources. Delivering projects effectively and on time means that they must know that they are in charge regarding who does what and when they need to do it by. A certain amount of fitting the right person to the job should be done but generally, the rule should be that the next piece of work goes to the next available person. This would be particularly useful advice in a merged company where it would much easier to keep going back to ‘your’ guys because you trust them.

One thing that has worked really well for us is to set invoicing targets for the project managers. We don’t operate performance related targets but it still really helps to focus minds on hitting milestones at the end of months.

Terms and Conditions

Adam writes: I am developing my own web application. In summary, it’s a site with user submission of content in a social networking format with video uploads. Anyone can register an account.

I of course have to try and write Terms of Service for this and I am getting stuck. I am wondering what Headscape uses, especially for Getsignoff, and whether you found a pre-written terms of service, or had a specialist write one.

What’s your solution to the problem, and what should / should not be included.

I have to confess to conferring with Headscape’s fount of all legalese knowledge on this – our MD Chris Scott. I tried to get him on the show but he’s still a little jittery after the last time all those years ago… anyway, Chris put together the TOS for Getsignoff and these are his thoughts on it:

For Getsignoff I looked at the TOS of other online services like Harvest, Basecamp, Youtube and Flickr. I’m not a legal person, but this gave me enough material to be able to identify the key issues that I thought we needed to cover in our TOS.

I assembled this into a brief for our legal adviser that was part overview of what we wanted to achieve and part draft TOS using adapted clauses from other TOSs.

Our legal adviser pretty much re-wrote what I had given him but this was from a position where he had a good understanding of how we wanted Getsignoff to work.

The bottom line with this sort of thing is that you really need to get a professional legal person to assist.

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125. Copy

In this weeks show we discuss how to give personality to your site copy and we talk with Elliot Jay Stocks about going freelance.

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News and Events

The clever chaps at Carsonified

If you happen to follow any of the guys at Carsonified on twitter, you cannot help but know they are working on a not-so-secret project called Matt.

It is an interesting idea that they have done once before. They stop all normal work for a week and blitz a small self contained project using an Agile style approach.

The final result is not what counts. It is the exercise itself that I find interesting. By doing this periodically they…

  • Create a lot of buzz which reflects well on their company
  • Build a great sense of camaraderie
  • Get to try out new technologies and techniques
  • Break the routine of everyday work
  • Push people’s comfort zones and help develop new skills

It’s a great plan and one more of us should adopt. It is certainly something I would like to do in Headscape. Of course it is more tricky when you have clients with deadlines however the principle still applies. You may find it hard to do this for a week, but maybe a single day is possible.

Adobe make flash searchable

The big news of the week is an announcement by Adobe that they have been working with both Google and Yahoo! to improve the indexing of flash. This is no real surprises as the SEO of flash has been a major headache for the technology. The surprising bit is that they have succeeded, at least in the case of Google.

Apparently Adobe have created a special flash player for the search engines that acts as a virtual user. This user trawls through each swf converting the content into something search engines can understand.

Apparently Google is in the process of rolling out the technology. Unfortunately Yahoo! apparently have "some work to do." Nevertheless this is a promising step forward.

Of course until Adobe make it easy for the average blogger or website owner to deep link within a flash file, the 73 million flash sites are not likely to be highly ranked.

Colour blindness on the web

My final story for the day is a post on colour blindness by Richard Rutter. To call this news is a huge stretch as the article was published in 2005. However, I have only just found it so it is news to me!

I have to say I love this post. At the very beginning Rich tells us he is colour blind and so I braced myself for feelings of guilt and inadequacy as he tells me my sites are inaccessible. Instead I got this…

The thing is, colour blindness on the Web isnÕt a big deal. You do have to bear it mind (as I will show later on), but there is no need to let it dominate any design decision.

What a breath of fresh air. He then goes on to give some very simple advice that anybody can follow…

  • Do not rely on colour alone to convey information (such as on Jeff Veen’s blog)
  • Do not write instructions such as "click the green button"

He goes on to dispel some misconceptions and provides good examples of where things can become a problem.

If you worry about the large number of colour blind users out there (and you should do), then give this post a read.

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Feature: Copy with Personality

Too much of the copy I read on websites is bland and uninspiring. Its time to add some personality. We look at this in this weeks feature.

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Interview: Elliot Jay Stocks on Going Freelance

Paul Boag: So joining me today is Elliot Jay Stocks previously from Cansonified now a freelance web designer, in the depths of Norway I hear earlier.

Elliot Jay Stocks: Yes. That’s all the hype depending on how you look at it.

Paul: Well it’s really good to have you on the show.

Elliot: Thank you for having me.

Paul: Normally when we get people on the show it’s to talk about some specific area of expertise or something like that. Although I know you have many, many areas of expertise I wanted to get you on the show just because of the really interesting thing that you’ve chosen to do. The fact that you’ve left a fairly well known company that had a really good reputation. That you’ve decided to go freelance. And you’ve decided, at least for a short length of time to work from Norway, as a bit of an adventure. Is that the right way to put it?

Elliot: Yeah I guess so. I don’t like to do anything by halves. I like to do everything at once. So we gave up our flat my girlfriend went off travelling to the far east. I moved to Norway and at the same time decided to start up my own business. So quite a few life changing things at once.

Paul: Cool. I mean that’s really exciting and I guess that’s the power of freelancing, that you’ve got the freedom to work from wherever you want.

Elliot: Yeah and the power of the web in general. You know whenever anybody says "How can you do that?" I say I’ve got my laptop and as long as I’ve got an internet connection then it’s all good. Although having said that my internet connection here is really dodgy.

Paul: Which is why I’m calling you on an ordinary phone line.

Elliot: Right. Where I’m staying unfortunately there is something wrong with the router where it doesn’t allow ftp or any way to send email out. So there’s no upstream traffic. Which isn’t that great when you’re a web designer. So my new office, as it were, is one of the local coffee shops.

Paul: In order to get ’round the problem. So we’ve got loads of people listening to this show that either are web designer’s in an agency of some description or in house designers somewhere or alternatively people maybe not working in web design at all at the moment but want to. So we get lots of questions about freelancing and I thought okay let’s get somebody on the show that’s literally just gone through this process. And kind of ask you a few questions about you’re experiences a
nd how its gone. I guess the biggest one and the one that we probably should start with is overcoming that kind of fear factor of giving up a regular income. How did you kind of convince yourself that this was a good idea?

Elliot: I’d been thinking about going freelance for a while. Not to swat at Carsonified, but sort of the entire time I’ve been working at a web designer. I started off doing freelance things in University. So like doing site for things like friends bands and things like that. I mean I carried on doing that as soon as I started working in the industry and have carried on the last 4 years or so doing bits and bobs, evenings and weekends. Although I’ve only just started doing it fulltime I’ve got quite a bit of experience doing it on a part-time basis which obviously is a little less scary, when you’re making. I think the other thing as well at Carsonified most days of the week I actually worked from home, in London, so that was a really good testing ground to see if I had the self discipline to work by myself all day and stay motivated and stuff like that. So because of that it was slightly less scary making the actual jump.

Paul: So would you recommend that to somebody who is considering going freelance? To kind of build up some work on the side and also if possible to negotiate some home working to see how you get on with it?

Elliot: Yeah definitely. It’s something that’s not suited to everybody. Obviously there’s the appeal, everybody thinks WOW I’d love to work from home, loads of freedom fantastic. But, people I have spoken to have said I find it very very hard to get motivated when I’m at home. It’s easy to get distracted. The other thing as well is it can often be quite lonely. Jonathan Snook recently wrote a post about this on his site. He was disussing these ways of battling freelance loneliness. You know going to the local coffee shop for instance. Which is another thing to bear in mind when you’re doing it. There’s the option of working entirely by yourself. Working in the public, like the coffee shop. Working in a shared working environment. I’m still undecided really. I get on fine working by myself, but when I get back to the UK we’re not sure exactly where we’re gonna go. Depending on where we do go I may look into some kind of co-working space or whatever. There’s a possibility that we might go Oxford way, if so I may shack up with the old Rissington chaps, which would be lovely.

Paul: That would be superb.

Elliot: Yeah.

Paul: Well obviously no it wouldn’t because they’re nothing but rude and obnoxious to me so I’m in no way supporting that decision.

Elliot: And they’re a rival podcast.

Paul: Well it’s not so much the rival podcast it’s the fact that they’re just so jealous and envious of my huge success (Paul laugh maniacally).

Elliot: Well I hear you’re the one who gets noticed on the tube anyway.

Paul: Well yes this is true. Okay moving back to the interview and on with the questions. Cashflow is obviously something that always scares people. Not just when making the leap into freelance. How do you actually fund it starting off? You know in those first few weeks. How did you go about that? What was your solution to the problem?

Elliot: I’m not sure that my solution is the best one. People always say to make sure you have some money in the bank. You know enough to see you over for 2 or 3 months so that if it’s very slow starting off, if you’re not getting a lot of work in or if you are getting work in but clients are slow paying you’ve got a sort of fall back plan. I made sure I had a bit of money in the bank so that if it all went horrible wrong I’d still be able to survive. Luckily at the same time because we moved out of our flat and I am now living in Norway temporarily. Although Norway is horrendously expensive to anyone but Norwegians it’s actually cheaper working out here living here at the moment because of the reduced rent compared to what I was paying in London. So that was one factor that made it a little bit easier. The other thing is that I alread had a lot of work already booked in before going freelance. I think more than anything that’s the important thing when people make that jump, is having the work there. So rather than jumping and saying okay I work for myself now I better go get some work. To already have as much lined up as possible. Fortunately I am in a position where I had loads of stuff booked up a couple of months in advance. That was a good safety net. Obviously clients can be slow to pay so I always ask for 25% deposit before I start. That’s 25% based on the estimated amount of the project. But it’s a nice little safety net to have in there. It means you have a little bit of cash and if they decide that they want to be horrible at the end and not pay you’ve got a little bit of something to fall back on.

Paul: Sure. I mean it’s interesting that you said that you were fortunate enough to get some work lined up before you began. I mean the obvious question is how did you achieve that. You must have been marketing or been selling yourself in some way in order to attract that work.

Elliot: Selling myself. (laughs at Paul’s implied dirty joke)

Paul: Selling yourself in the nicest way.

Elliot: Yeah to some degree. I’ve been very very fortunate and I haven’t had to look for any work yet. So far people have got in contact with me so I haven’t had to go out there and kind of beg for clients or anything. Obviously Carsonified was quite high profile stuff. Prior to that when I worked in the music industry luckily I got work with some very high profile artists and bands so because of that and because I had those things in my portfolio that was part of the marketing. People see these kind of bigger bands in your portfolio. It definitly makes it easier because regardless of the work I think it kind of impresses people if they see a name that they recognize. In terms of marketing I guess this time last year, or I guess just over a year ago, the recent version of my site and things kind of took off from there really. I’ve put that on a load of CSS galleries which obviously helps because they get so much traffic. I think still sites like CSS Beauty and Web Designer Wall they’re still some of my biggest refers even now. So I think getting you’re site on there, getting people to look at it there that often has a snowball effect of having the other galleries picking it up and other sites and
things like that. So that obviously helps. In terms of the work for the next few months, I’m actually launching a new version of my site which will probably launch in a month or two’s time. And I’m gonna do the same things again. Put it on lots of gallery sites. Tell people about it. I think having a new site with an emphasis more on the work more than just being a blog that will hopefully help as well in the continuing marketing. Luckily enough, doing things like this even lets people hear about you some more and I guess the thing with marketing it’s just to get your name out there in which ever way you can. To get people hearing about your stuff.

Paul: So would you recommend, if someone’s talking about going freelance, say a new graduate that has just come out of university. Would you actually encourage them to try working for an agency where they can perhaps build up a portfolio of bigger clients before they go freelance? Or is there really no reason why they shouldn’t go freelance straight away.

Elliot: No. I would definitely encourage working for an agency or as an in house designer for some kind of company before hand. When I left university my flat mate and I were condsidering starting up a business and I was thinking about this this morning actually. If we’d have done that and we could have done it I guess and maybe done okay out of it but the first thing is. I don’t think I would have then got access to the kind of high profile clients that I have got through my previous work experience so in that sense I probably would have still be struggling now to market myself and convince people I can work with big brands. The main thing that I, you know the wealth of experience that working in an agency will give you is definitely something not to be under estimated. Dealing with clients. Dealing with rediculous deadlines. Obviously these are things that your pick up being freelance as well but being inside an agency and working with other people and getting a feel for the industry that you are in, the working environment. The requirements. Things like that. All of that stuff. I am very grateful that I decided not to start my own business that early on and actually went to a real job as it were. So I would definitely recommend that people do it, that graduates do that. As well I thinks it’s just you learn a lot about who you are as a designer and where your strengths are. I mean when I was at Young life I was completely Flash. 100%. I barely new HTML at all when I started there because I was so interested in Flash. Obviously now that has completely changed. Now its much more, well completely standards based. That’s sort of where I specialize in now. If I hadn’t gone through that process I may not have realized that.

Paul: Okay so we’ve done the kind of exciting stuff of kind of talking about setting up, or deciding to take the leap and go freelance. We talked where the work comes from. What about all the boring stuff? What was your experience of the admin of going freelance? Setting up all the kind of legal requirements. What did you do there? You kind of muddle your way through that yourself? Did you get any help? How did you approach it? What were the big problems?

Elliot: A bit of muddling through. A bit of asking around. There’s still some things that I have yet to do. For instance I haven’t yet got a business bank account. Which I’m waiting till I get back to the UK. Mainly because I was setting this up at the time of moving, leaving the country. It was very very complicated. As I’m not getting paid immediately for some of the projects I am doing its fine to wait till July and set it all up then. You know what a nightmare UK banks can be anyway. So still waiting about that. One of the first things I did was get an accountant. I was quite nervous about this because one of the things that really dawned on me was how do you…First of all how do you find an accountant and then once you’ve found one how do you say "Ah they’re good.": You know, if you’re choosing a designer you can look at there work and it’s very easy to see what their like. What their styles like. What they’ve done. This kind of thing. With an accountant I think it’s really hard. You can only seem to go mainly on recommendations from friends and colleagues. Luckily I’ve had some dealings before with Nick who is Carsonified’s accountant and really nice guy and I figured well I’ll get a consult with him and if he fancies doing accounting for myself. I had a quick meeting with him. He was very friendly. I got to ask him all sorts of mundane tax questions which he answered for me. That was one of the first things I got sorted. So that was a big weight off my mind. To have someone who could look after all that stuff. Everybody has always said to me, in fact I think you may have said to me yourself, a good accountant will always pay for themselves and then some. In the time they save you. In the expertise. When the taxes come and all this kind of thing. So everybody recommended to me that I get an accountant from the first thigns and I guess that I would even in these early days say the same thing to anyone else thinking about that. In terms of paper work and stuff like that, one of the things I really really underestimated, although luckily I found out the truth in the first week, is how long it would take to manage my calendar. I just thought yeah I’ll book things and it will be fine. What I didn’t realize was that when projects need to shift round or you had to allocate couple of extra days for this. This had to move. The scheduling was actually, not a nightmare, but something you really have to make time for. The tricky thing is at the end of that you have nothing to show. There’s no realy paperwork to go with it. It’s an output as such. It’s easy to leave it off for, to neglect it. But obviously it’s something that needs to happen. In terms of paper work I made sure I designed myself a nice little invoice template so at least doing paper work isn’t as mundane as it has to be. Caus I got some nice little pretty pictures on my invoices. Doing that kind of stuff and obviously kind of chasing people to pay the money. Although actually so far everyone’s been very good. I haven’t got anything to complain about.

Paul: It’s interesting isn’t it. That when you kind of sit down and think about going freelance and whatever else you do the calculations if I charged this per hour and you know I work 40 hours per week WOW I’m gonna be so rich. But very quickly you realize that well actually half of my time is probably taken up with non-paid work like managing your calendar, project management, invoicing. Dealing with the accountant and all of the that kind of stuff. It’s easy to forget that side of things. What about the business plan? Did you put any kind of business plan together or did you just go oh sod it I’m just going to do it?

Elliot: I said oh sod it I’m gonna do it. For the kind of stuff that I’m doing I didn’t see the point in doing a business plan. Because I know exactly what I’m doing which is providing a design service to clients on a project by project basis. I don’t have any plans to grow the company as it were. This may change over time of course but at the moment I have not interest in turning it into an agency and employing other people. Obviously there are some financial benefits to doing that. A lot of people will tell you it’s the best thing to do and you gradually get less involved with the day to day stuff and are just running the company but to be honest at least w
here I am now I wouldn’t be happy doing that. Because I actually love doing the day to day, the hands on design work and if I wasn’t doing that I wouldn’t be happy and that’s the reason I’m doing this anyway. So at the moment there’s no, it’s not like I’m a start up and I have a product and I need to predict sales and growth in that way. I think just being a designer we’ve got it a bit easier. So maybe I’m going about it the wrong way. Maybe I’m being unprofessional but this if fine for me.

Paul: No I have to say I would agree. You know it’s not like you’ve got big costs going out. You don’t have offices that have to be paid for on a monthly basis. You don’t have staff that you have to worry about. And pensions for those staff. You know there’s no major complexity to it that kind of demands a business plan. I mean ultimately you just need to know that you are earning enough each month to pay your accountant and feed yourself.

Elliot: That’s right yeah exactly. I think as long as you can go into freelance work and aim to earn at least as much as you were earning in your day job then I don’t think you’re going to run into too much trouble. As you say it’s probably safe to assume that half of your week you’re not actually going to be getting paid for because technically you wont be doing paid work like you say you’ll be doing the invoicing, chasing up things like this. So if you say you’re only working 2.5 days a week I think it’s a fairly safe bet to go on. If you can say that in those 2.5 days you’re going to earn at least as much as you were earning in a week when you were in fulltime employment then you’re not going to go too far wrong. Obviously a lot of what we aim to do and what is happening with me luckily at the moment is earning more than what I was earning in fulltime employment. So in that respect it’s yeah it’s good and I don’t think there too much to worry about there. As I said before luckily we as web designers have very very few overheads. Like you say if you’re renting an office that’s one thing and obviously there’s the accountant but actually accountants are very very reasonably priced anyway and I’m paying it all in a lump sum just to get it out there and get it done. Luckily there isn’t too much that we have to spend much money on.

Paul: Okay last question and to wrap up with. How far in, sorry when did you set up again? I’m trying to think how long you’ve been doing this now?

Elliot: Doing it fulltime has been since around the 20th of April.

Paul: So it’s still very early days. You’re just over a month in. So so far pros and cons of being you’re own boss? What things have you liked? What things have you not liked?

Elliot: The main pro and so far they’re living up to what I expected the pros and cons to be. Some of the main pros are the freedom of being you’re own boss. Obviously to an extent you’re clients are your bosses but just having the freedom to decide when you think this deadline should be. Doing the work when you like to where you would like to is a really great thing. When somebody comes to you to estimate a project being able to be generous enough with the hours to know that you can really spend a decent amount of time on the project. Not to a degree where you’re kind of taking the mickey as it were. But knowing that you can really give some really good time to a project instead of it being rushed. Also picking and choosing the clients. If you have got a fairly steady amount of work coming in and you can afford to say no to some things then that’s great cause it means that you can just work on a project that you personally find interesting. As I said before the financial benefits are working out well so far. That is a game when anyone goes freelance as well as freedom there is the monetary benefite as well. I can’t express enough this sense of freedom. Just having a chat with you this morning and then toodling off into town later this morning to go and do some work from a coffee shop and I’ll probably work a bit later this evening because we’ve had this chat this morning but you know having the freedom to do that and not having to worry about needing to stick to normal working hours and things like that. Not that employers aren’t flexible to these things but knowing that you’re the only person you have to please that does make a massive difference.

Paul: So what about cons? Those were all pros.

Elliot: They are aren’t they.

Paul: You’re still in the honeymoon period aren’t you?

Elliot: Yeah I agree. Give me a year and I’ll be all disheveled and angry. The only con I’ll say is that it can be a bit lonely sometimes. I mean I guess it’s hard to judge cause I’m in a foreign country where I only know a few people anyway. There way a while where I was working from my room here when the connection was a bit more reliable and that was great but I found I’m actually much happier being around more people now. Seeing more people during the day. I think I’m fairly well self disciplined like I said before cause I’ve had the experience of working from home before for quite a while but even so I found that I sometimes get a little bit distracted when I’m at home. You know go for a little wander. When you’re sitting down maybe in a coffee shop in public it’s more like this working environment, you can focus a bit more. I think even if you work from home most of the time maybe spend one day a week heading out and working in a public space just to see how it compares. I definitely find my concentration is a little bit better when I’m in somewhere like that.

Paul: That’s really interesting because that’s something I’ve never tried doing. You know I work from home the vast majority of my week and I’ve never kind of gone and sat in a coffee shop. Mainly because I don’t drink coffee but also because, I don’t know its just never occured to me. I will go and try it today. There we go. We’ve got a little coffee shop around the corner I really like so I will go and sit in there and do some work for a while.

Elliot: Of course as soon as you get there there will be really loud music and you won’t be able to concentrate.

Paul: Probably. So Elliot you’ve definitely taught me something. I like that idea. What has that never occurred to me? Never even thought about doing that.

Elliot: Of course I have only been doing it for a month so I could be completely and absolutely wrong.

Paul: Yeah it could be a nightmare couldn’t it. But that’s why I wanted to get you on really. I wanted to get you on at the early outset of you doing this just to kind of give that unique perspective of somebody who’s just gone through the process. The stuff that you’ve covered has been great. I really apre
ciate the time that you’ve taken to come on. We’ll get you back on again in the future when you’re a year down the line and see how you feel then.

Elliot: Yes that would be a good test.

Paul: It would be.

Elliot: Something to aim towards perhaps?

Paul: Yeah. So you’ve got to stay as a freelancer for at least a year otherwise it would be very inconvenient. Alright good to have you on the show Elliot and we will talk to you again soon.

Thanks to Curtis McHale for transcribing this interview.

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Listeners feedback:

Wayne Henderson from Southern California has sent in an audio file for this week’s show consisting of two separate but equally good questions.

Hello Paul, Hello Marcus this is Wayne from Wayne Henderson voiceovers and as you can tell from my voice I’m obviously from Bristol, no wait actually Southern California and I have two question I would love to hear your comments and thoughts on. One, with the iPhone really taking off, gaining in popularity and other smart phones basically copying the iPhone, do you think it’s still even necessary to have the .mobi and designing for .mobi and my other question that I’d love to hear your thoughts on is kind of on the fringe of web design, I was wondering with WordPress being so popular, how do you feel about someone maybe being a WordPress design and installation expert? Taking the themes, customising them tweaking some things, changing some code and then kind of really helping other people to implement WordPress into their websites? Let me know what you think about that? Thanks guys.

Let me address each in turn.

The .mobi domain name

There are two issues here which I would like to cover separately. First, let me look at this issue of whether we need to be designing for mobile devices at all. My answer is a categoric yes. No matter how great mobile browsers become, it is always going to be a different experience to surfing the web on a computer. Let me give you just three differences…

  • Size – Mobile devices have smaller screens than a PC. No matter how clever the mobile browser is a considerable amount of zooming and panning will be required to view a conventional website.
  • Controls – Not all mobile devices come with a QWERTY keyboard and none come with a traditional mouse. This can create problems on some sites, especially those with mouse over effects.
  • Context – Probably the biggest reason for creating a mobile version of a site is context. Mobile devices are not used sitting at a desk. They are normally used on the go. This affects the type of information being requested as well as the level of concentration being given to the task. When it comes to the mobile web context is king.
  • It is also worth mentioning that we are a long way from everybody having a smart phone. The majority of phones still provide a terrible web experience.

    It is harder to give a definitive answer about the .mobi domain. Unless your website is primarily mobile focused I think it is probably unnecessary. Most sites seem to use a sub domain rather than a seperate extension. For example twitter uses:

    http://m.twitter.com rather than http://twitter.mobi.

    I have even found myself guessing this format. I certainly never think of typing .mobi. Also on a purely financial note, you have to pay for .mobi while a sub domain is free.

    That said, I don’t have anything against .mobi. It is certainly a valid choice.

    Becoming a WordPress specialist

    Wayne’s second question was about becoming a WordPress specialist. It is good idea for a couple of reasons.

    First, as he point out, WordPress is hugely popular and there is certainly a market out there. It is also a well established product that has been around for a while and isn’t about to disappear. Having a clearly defined market is always a good strategy.

    Second, I am a great believer in specialising. With so many web designers out there you need to do something in order to stand out from the crowd. Specialising in WordPress is a good step in the right direction.

    However, I would argue that you could specialise further. You may choose to specialise in setting up WordPress for a particular sector or by using it in a particular way.

    Although this approach feels counter intuitive as you are narrowing the number of people who can hire you, it actually makes good business sense. By specialising you become the best in your limited field and so people are more likely to select you over your competitors.

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    123. Plight

    In this weeks show we review Textmate and the Top 5 Tips for Web Designers and we discuss the plight of in-house designers.

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    A quick request. We are really in need of some more transcribers to help with the interviews we do. The team we have are doing an amazing job but it would be great to spread the load.

    If you feel you could help once in a while please drop an email to Ryan our producer and he will add you to the list.

    News and events

    SPAM meltdown

    It is always with fear and trepidation that I mention HTML email. It inevitably leads to a torrent of comments ‘educating’ me about the evils of HTML in email, and that we should only use plain text.

    Although personally I wish HTML email was never invented and try to limit its use, I do accept it is here to stay. Despite its many drawbacks it is statistically more effective than plain text from a marketing perspective.

    You will be hard pushed to pursued a client to forgo HTML. Inevitably we will have to produce HTML templates occassionally. Of course, being conscientious, when we do produce HTML emails we want to ensure they look great and are well coded. This leads me to a couple of stories worth mentioning.

    The first is that Patrick McNeil (of Design Meltdown fame) has launched a new site called Spam Meltdown. The site showcases examples of great email design in much the same way as Design Meltdown does with websites. Patrick has done an amazing job on this site and he has my sympathy because he is subscribed to over 1000 mailing lists! The designs he showcases are organised by style, colour, industry and topic. As with design meltdown this categorisation approach works really well. You can quickly find inspiration by looking at categories that are relevant to your project.

    The second news item worth mentioning is that Campaign Monitor have updated their chart for CSS support in email clients. Campaign Monitor is a service which allows you to send HTML newsletters, but they do a lot more than just take your money. They are actively involved in improving standards support among email clients through the email standards project. Next time you are trying to produce an HTML email template check out their CSS support grid as it will clearly show you whether a particular CSS property is supported.

    Form Analytics

    While I am on the subject of cool services like Campaign Monitor, I also want to mention Clicktale. Clicktale is a service that allows you to track users as they move about your site and even anonymously record their actions. The last time I mentioned them this disturbed many people who saw it as an invasion of privacy. However, I see it as a valuable tool for learning about user interaction and improve site usability.

    If you share my view, then you maybe interested in a new service they are starting to offer. You can now not only track users as they click around your website, you can also watch how they interact with forms.

    In addition to video recording, the new form analytics service also provides three invaluable reports…

    • The time report – This shows how long users spent completing each field.
    • The blank report – This provides information on fields that have been left blank on submission.
    • The refill report – Which highlight fields that have been completed incorrectly.

    If you run a site that requires users to complete long or complex forms then you will see the benefit of this service. On a high trafficked ecommerce site this would be invaluable, substantially reducing the number of users dropping out at checkout.

    Art direction hits the blog

    This week has seen the launch of Jason Santa Maria’s new personal website. For those of you who do not know, Jason is the creative director at Happy Cog (Zeldman’s company).

    Normally, I would not mention the launch of a new personal website. However, Jason has done something very interesting. His new design is well executed but plain. It certainly is not as inspiring as his other work. The reason for this simple approach is that it is a framework upon which he will build.

    The idea is that each of his blog posts will have a custom design to accompany it. The design will therefore reflect the content. In effect he is bring art direction to his blog. This is a bold experiment and something that Zeldman has written about before.

    Although I am fully behind the idea of bringing content and design closer together, I do have some reservations. First, there is a possibility that the constantly changing design could make navigation around the site confusing. Fortunately from what I have seen so far that will not be the case. Jason has been careful to ensure key navigational elements remain in a consistent location and have similar styling wherever you are in the site. However, if other designers were to adopt this approach would they be so careful?

    My second concern is a purely practical one. If each article not only needs writing but also designing, will that reduce the amount Jason posts? In other words is a blog really the right place for this type of art direction?

    However, despite these reservations I am really pleased Jason is trying this approach. A personal website should be the place to experiment and try new things. Too many blogs (including my own) are cookie cutter solutions with some pretty graphics slapped on top. Its superb to see somebody doing something different.

    Prototyping

    My final news story of the week returns to a subject we have touched on recently. How do you wireframe a modern web application with its high level of interaction? In show 120 I mentioned that one approach might be to utilise flash. Today I want to point you at an article on the List Apart website, which suggests that building prototypes maybe better than struggling with wireframes.

    When I first saw this article I was hesitant. After all I can barely pursued my clients to pay for wireframes let alone a full blown prototype. However, the more I considered what was being suggest, the better the idea seemed.

    The majority of time spent getting an application working is spent on bug fixing, browser support and non-core functionality. The rough ‘outline’ of an application can come together very quickly. What is more, unlike wireframing, a prototype can be used as the basis for the final build. It does not get thrown away like a wireframe.

    The article also points out that prototypes are better for demonstrating difficult concepts to clients. They encourage earlier collaboration between designer and developer, and provide something substantially better to user test against.

    With almost every new website having some form of web application, we all need to consider how to better conceptualise their operation.

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    Feature: The plight of the in-house designer

    The more organisations I work with the more sympathy I have for in-house designers and developers. It is a role that can be thankless and isolating. How then can their lives be made that much easier? We discuss this in this weeks feature.

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    Reviews: Textmate and Top 5 Tips for Web Designers

    We have two reviews this week by our lucky competition winners Teifion Jordan and John McFarlane. Teifion and John will be going to this year’s dConstruct in Brighton.

    dConstruct is the affordable one day conference for people designing and building the latest generation of social web applications. Tickets cost £125 inc VAT and went on sale yesterday so be sure to check it out.

    Textmate by Teifion Jordan

    Hi, I am Teifion Jordan, I am reviewing a program created by someone far smarter than me. I am going to be looking at Textmate. Textmate is a Mac only application though there is a similar editor called eText Editor for Windows.

    First impressions of Textmate are that it’s pretty sparse, it looks like any other editor. I throw it a PHP file and it colours the text in, just like any other editor would. The colour scheme can be changed, both text and background colours can be altered, which is quite a neat touch. I can even make parts bold, italic and underlined which is a neat touch. It requires knowledge of Regular expressions but I can actually add in more rules for what to colour in! I used this to make variables used as array indexes appear differently, something I have wanted to do for some time. Not since I was a toddler, but definitely some time.

    But enough moaning about how the program itself is both smarter and better looking than me, I wanted to try some code. I found that if I typed "foreach" in a PHP block and hit tab, I was presented with an entire foreach loop. Closer inspection revealed that there were dozens of snippets and commands for PHP and dozens more for each of the many languages and some things that were not languages. With 5 minutes of effort I had setup Textmate to post my blog posts for me, I am now one step closer to not having to put any effort at all into blogging.

    It is possible to create your own snippets and not at all hard either. I now have one to tell me that I am beautiful and another to create a PostgreSQL query. I can also write new commands, I can write them in command line script, Python, Ruby and PHP to name a few. All of the commands are completely open sources, so you can see what’s already been done, and sort of plagiarise that sort of work for your own means. Except plagiarism is bad so don’t ever do it.

    I can edit columns, I can write new snippets, commands and even entire languages, I can Regex, I can manage projects with a hierarchal file structure. It’s like before I was walking but now I’m on a push bike. I can’t make use of the ability to run down pedestrians until I learn how to do balance and pedal. Okay, the running down pedestrians was a bad example but anybody that is still listening and not calling the police must have understood it so I’ll continue. There’s nothing I can’t do in Textmate, I just need to look at the extensive online manual to learn it. And there I think is it’s biggest failing.

    Textmate is a really lovely program to use but it’s so complicated. Coda, as a contrast, is a more intuitive application but it is to Textmate as a spade is to a chainsaw, that is, meant for a different problem and with fewer moving parts but also with the ability to digs holes? I’m sorry, my mind wandered. What I meant to say is that Textmate is great for dealing with code but not so much the design which is what apps such as Coda excel at. I’ve now been using Textmate for 10 months and I still think there is potential to unlock, though, that might be because I’m a thickie.

    I suppose I should wrap this up by saying that I would heartily recommend anybody thinking about writing lots of code to give TextMate a good look. It takes a lot of time to get a lot out of it, but there really is a lot to get out of it.

    Thank you very much for listening, I hope this was at least semi-informative

    Top 5 Tips for Web Designers by John McFarlane

    Hi, I’m John McFarlane and this is the first ever review brought to you live from my living room. Today I’m reviewing a post that has been submitted on the boagworld.com forum. The title is "Top 5 Tips for Web Designers". I’ve been reading through the replies and I’ve put together my top 5 top tips.

    In at number 5 submitted by richquick, allow time and money for personal development, read blogs, buy books, attend conferences, experiment and learn new techniques and technologies.

    In at number 4 posted by Jayphen, surround yourself with designers, whether they’re colleagues, real world contacts, online contacts, forums, podcasts. The more you talk about design the more you learn and I’d like to add to that e-mail designers for advice and let them know your experiences.

    In at number 3 posted by some guy called Paul Boag, develop with the latest best practices, ensure you separate content, design and behaviour. Make sure everything you build uses progressive enhancements.

    In at number 2 another one by Paul Boag, it’s an obvious one but one that can’t be put across more clearly, know HTML, CSS and javaScript inside out, you need to know the core technologies that underpin the web back to front. I’d like to add to this point, the basics of HTML and CSS are easily learnt but don’t be fooled into thinking that you know enough, you really need to know these subjects to an advanced level. This will benefit you when your implemented the latest best practices.

    And that brings me on to my number 1 tip and that is love your job, I think if you love this industry and have a passion for web design, I think those qualities will guide you to achieve your goals. So enjoy your development and don’t rush yourself too much. Take the time to develop the right way, build contacts and friends and embrace the industry as a whole.

    That about raps up this weeks review. I hope you’ve enjoyed the very first show live from my living room. Thank you and goodbye.

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    Listeners feedback:

    Newspaper columns on the web

    Adrian writes: Hey guys, long time listener from the states. I’ve been working on a new personal site lately and I’ve become fixated on the idea of using newspaper style columns. Since you two seem to know a thing or two usability, I’d figure I’d ask for your thoughts.

    It seems like most people view them as a print concept that doesn’t translate well online but seeing as most screens these days are widescreen and vertical space is taken up by menu bars, docks and browser extensions, going horizontal strikes me as a logical solution.

    I appreciate the logic. It is true that more computers than ever have widescreens and that vertical space is at a greater premium than horizontal. However, I would think very carefully before employing newspaper style columns. As I see it there are two concerns:

    The usability concern

    As you point out, people reference usability concerns as the primary reason against newspaper columns. In a newspaper, copy runs across several columns with the eye darting from the bottom of one column to the top of the next. This is acceptable because the user can view the entire newspaper in a single glance. There is no such thing as a scroll bar.

    On the web it is different. You are unable to predict the height available in a browser window and so users will almost certainly have to scroll. This means the user will scroll down one column as they read and then have to scroll back to the top to start the next column. This is far from a pleasurable reading experience.

    It is also important to consider width as well as height. As you say newspaper style columns works well on high resolution, widescreen monitors. On anything less the story becomes unreadable with narrow columns and short line lengths. The alternative is to allow both horizontal and vertical scrolling. But as I am sure you, know this is the ultimate usability error and should be avoided at all costs.

    The technical concern

    There are also technical considerations to take into account. How will a story be split over multiple columns? Currently this cannot be done in CSS, although this may appear in CSS3.

    One option would be to manually layout each block of text. However, this isn’t going to be practical with anything other than the most static of sites.

    The only option is to use some server side code. However, even this is not without its problems. Consideration needs to be given to inline elements such as images or quotations. What happens if they appear at the end of one column? Does a quote get split? Will the design accommodate larger images? What happens when text is scaled?

    Although all of these technical problems can be overcome, you are forced to ask whether it worth the effort. This is especially true considering the serious usability concerns.

    Estimating dev/creative work

    Kirk Henry asks: I’m not sure if this should be listed as a question or not but her goes. I’m a Creative Director for a dev shop with some very large fortune 500 companies and a problem I always seem to come across is difficulty in the estimating process. We use excel documents, have some standard hours for comps but have to do custom estimation for multi media projects etc… my estimates are always pretty decent but I want to know what you guys use or what software you would recommend. I have been listening on itunes from the start and love the show.

    Ok, this is probably the most important subject that we (and I mean the web community) don’t talk about. Why? I think, because it’s difficult to pin down a method of reliably estimating a project and, more so, we’re all guilty if underestimating time and again… these are my thoughts:

    The first thing to ask yourself is ‘how serious is this project?’ I have a sixth sense for requests for quotes that fit into the following brackets:

    • ‘We have this idea but have no idea how much it will cost and we want you to do all the research work involved in scoping it. Of course we won’t pay for the research and there’s no way we’ll pay sensible money for the work once we know what it is’
    • ‘We have a supplier that we want to work with but my boss says I need a couple of other quotes’
    • ‘Us guys in sales and marketing have been doing some blue sky thinking and want a quote to redevelop Google….’

    You get the idea – timewasters. You need to deal with these requests quickly – this is how I do it. Have a chat with whichever department(s) would do this work if it ever materialised – get them to give you wide ballpark figures. Add in PM and contingency and send them an email. 99 out of a 100 won’t even bother getting back to you. Some will, but they’re usually trying to get free scoping (‘can you give me a bit more detail on how you reached those figures’).

    Anyway, I’ve ranted long enough timewasters, back to Kirk’s question.

    First question – do you know the budget? If yes, then you are looking to fit a scope into a set amount of effort. Can you do it? Will the ‘client’ be happy with the scope that fits their budget? Do they understand what that scope is (especially if you have reduced it to fit their budget)? DO NOT get creative with your effort allocations just to fit within the budget. Either ask for more (up front) or walk away.

    If you don’t know the budget then you are looking to scope a project from scratch. If it’s a really big project then ideally you should be being paid to scope it as we’re looking at business analysis and consultancy here.

    Break down the project into rough task areas. It’s likely that you’ll have done other projects that include similar tasks so you’ll know efforts on these (though ask yourself if you got it right last time). For the ‘new’ tasks, break it down further and you will probably find other smaller tasks that you have done before. For the really new stuff then you need to talk to an expert (designer/developer/IA) and get them to think the task through. They will provide you with an informed guess. That’s right – guess. Because people are guessing it is really important to overestimate fixed price projects. This is the cost to the client of having a fixed price.

    Don’t forget to charge for meetings (if 3 people are attending then charge for 3 people!). Project management is notoriously undercharged. We have a rule of thumb of 15 – 20% (and that’s probably light).

    The golden rule of estimating is don’t be tempted to lower your probably already too low price just to win the work. Be prepared to walk away.

    As far as tools to help with estimating go, MS Project is great at separating tasks, linking resources to tasks and giving you a good idea of how long things will take. But, I tend to find that it is over the top at the quote stage and tend to stick with Excel.

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