Are you doing A/B testing?

Its easy, its cheap and it could increase the conversion rate on your website significantly. Why then are we not all doing A/B testing?

I seem to keep coming across articles and applications relating to A/B testing recently. For example somebody in the Boagworld Forum mentioned ABtests.com, a brilliant site for reviewing other people’s tests and the benefits they provided.

ABtests.com

I was also reading an interview with Tim Ferris in which he talked about the benefits of A/B testing. He went on to talk about how to avoid being overwhelmed with too much data.

“Dont measure too many things,” he says. “People often become overwhelmed with a deluge of data because they’re looking at 1,500 variables. And that can be paralyzing because you end up sitting there looking at your analytics program all day long.”

Good advice.

All of this made me feel kind of guilty because although I know A/B testing is incredibly beneficial I rarely do it on anything other than client websites. This is particularly stupid when you consider that there are some excellent free tools available for A/B testing. Take for example Google website optimiser. It is entirely free and relatively simple to set up if you know how to copy and paste code into HTML.

Google Website Optimizer

Even if you don’t know how to edit HTML there is still nothing to stop you doing some A/B testing. There is a tool called visual website optimiser makes the process even easier and provides an WYSIWYG environment for creating your alternate versions.

visual website optimiser

Why is it then that so many of us do not bother A/B testing websites? I would be interested to hear your thoughts in the comments.

Making user testing happen

We all know we should be doing more usability testing than we are. Fortunately there are some great tools available to make the job easier.

Every time I see Steve Krug’s book “rocket surgery made easy” I feel guilty. I know I should do more usability testing than I do, but somehow it never quite works out that way.

Steve is right when he says we should all be doing usability testing every month. He even makes it incredibly easy by reducing the number of participants to only three people per month. Yet even this we struggle to do.

However I have learnt one valuable lesson from my disastrous DIY experiments. If you have the right tools the job it is a lot easier. In my experience this applies as much to usability testing as to DIY. Fortunately these days there are some amazing tools available and I’ve listed my favourites below. Be sure to check them out.

Flash tests

Flashing testing is where you show a user your website for a few seconds and then asked them to recall as many page elements as they can. This is a great way to discover if you have the correct visual hierarchy for your pages.

Where previously you would need to do this kind of exercise face-to-face, there is now an app for that! ClueApp.com takes a screenshot of your website and presents it to the user for five seconds before asking them to recall what they’ve seen. This is a great tool for testing initial sketches, design comps, or non-interactive wireframes.

ClueApp.com

Face-to-face testing

One of the big problems with face-to-face testing is recording everything that happened. Video cameras can be very intimidating as can having other people in the room taking notes. Silverback does a great job at making this kind of recording as unobtrusive as possible.

Using your Mac’s built-in web cam and mic it records everything the user says as well as their facial expressions and what they do on screen. When you next do face-to-face user testing make sure you have a copy of silverback installed.

Silverbackapp.com

Card sorting

Card sorting is an excellent way to ensure your information architecture is as user centric as possible. It involves allowing the user to organise cards that represent different content areas into their own hierarchy. Unfortunately the process can be time-consuming and it can be difficult to find an adequate number of users to make the exercise worthwhile.

Fortunately there is now an app called websort.net, which allows you to do card sorting exercises online using real users directly from your website.

websort.net

A/B testing

By exposing possible design variations to a small segment of site visitors you get an insight into how a new design is going to work in the live environment. Many argue this is by far the most effective type of usability testing. Although there are free tools such as Google website optimiser, my favourite is visual website optimiser.

What sets this tool part from its competition is the ability for client to carry out their own multivariate testing without the need to understand HTML code. Admittedly this is both a benefit and a curse. However, it encourages users to develop their websites on an ongoing basis.

visualwebsiteoptimizer.com/

Live interactive remote testing

It can sometimes be difficult to meet face-to-face with user participants who are potentially spread around the globe. One solution is to use screen sharing software that allows remote testing to take place. My favourite tool for doing this kind of testing is GoToMeeting. Although it does not currently support video you can share screens and speak directly to the participant. Best of all it seems to suffer from very little lag which is a crucial requirement when testing.

Gotomeeting.com

Un-facilitated remote testing

If you simply do not have the time to recruit participants and test yourself then you may wish to consider a service such as usertesting.com. For a low fee per user you can define a test (such as placing an order) and usertesting.com will find participants and record them completing the test.

All participants have been trained to talk out loud when completing tasks so you get a good idea of what they are thinking as they complete the test. Although not as good as interactive testing it is certainly better than no testing at all.

usertesting.com

Recruiting participants

Finding participants that match your requirements is possibly the hardest part of usability testing. Although it is not as important as many people think to have a demographic match for your participants, it can still be time consuming to find anybody at all.

If you simply do not have the time to recruit participants consider a service such as ethnio.com. This service will allow you to recruit participants directly from your own website. It will also allow you to manage these participants and find exactly the type of people you require.

Ethnio.com

No excuse

With so many tools available there really is no excuse for not carrying out regular usability testing. Just think, if you start doing monthly user testing you won’t need to feel guilty every time you look at Steve Krug’s book!

User testing for disposable websites

Increasingly any marketing campaign is accompanied by a landing page or microsite, but how do you justify user testing such short term sites.

I recently received an email from a boagworld listener called Adrian…

I work for an integrated marketing agency, and many of the site’s we create are campaign driven, that is to say they are short lived, small to medium sites.

My questions are…

  • How do you apply justification for usability and what emphasis do you think is important for usability on small sites?
  • How would you manage this on a compressed time line and tight budget?

Those are good questions and you are not alone in asking them. Headscape also builds short term campaign orientated websites and we have asked ourselves whether we should be user testing such sites.

As with most things in life there are no set answers. However, it is possible to argue that it is as important (if not more important) to test campaign sites.

Why it is so important to user test campaign websites

As Adrian points out in his email these campaign websites are often built with limited budgets. However, the budget of the overall campaign is often substantial. What is more, the website fulfils two critical roles in these campaigns.

First, the website tracks the success or failure of the campaign. The website is the call to action users are encouraged to complete after viewing a TV advertisements, clicking an online ad or responding to whatever other form of promotion the campaign uses. Without the website there would be no way to judge the response rate.

However, more importantly the website is a crucial step in engagement. Getting a large response from a marketing campaign is only the first step. The more crucial metric is how many of those people actually take action.

Big Butterfly Count

Take for example of the “Big Butterfly Count” built by Headscape. It is not enough for users to view the website after seeing it featured in some publication. They also need to take action by downloading a Butterfly ID chart and counting butterflies.

With only a finite time to drive traffic and make conversions it is imperative that the website has the greatest impact possible.

Visitors to the site do not return often enough to overcome usability hurdles and don’t care enough to be self motived.

It falls to the website to motivate users and guide them painlessly through the processes of taking action. The only way to ensure we are doing that successfully is by testing.

But time and budgets are tight

The problem (as Adrian has pointed out) is that time and budget are tight. However user testing does not have to be extensive for time consuming. Here is a few things to bear in mind when doing quick and dirty user testing…

  • Test early in the process – Show users sketches and mockups rather than waiting until you have produced the final design. This makes it much easier to change elements if required.
  • A handful of people is better than none – You don’t need to test with lots of people. 6 is perfectly adequate to catch the major howlers. However even showing the site to 3 people is better than nothing at all.
  • Screw demographics – Recruitment is by far the most time consuming aspect of user testing. If time and budget are tight just get anybody outside of the project to look at your work. Any fresh set of eyes will pick up things you have missed. Ideally find somebody who is not a web ninja like yourself. Your mum is always a safe bet.
  • User testing does not to stop once the site is live – If time is tight, launch the website and refine afterwards. Infact live sites provide a superb opportunity to test with large numbers of users who exactly match your demographic. You can use tools like the Google Website Optimiser to A/B test different approaches.

As you can see user testing does not need to impact your timeline and will only have a minimal effect on budget. With tools like the Google website optimiser available for free free, there is nothing stopping you.

Web Design News 08/06/10

This week: A psychologist’s view of web design, a gaggle of usability testing posts, the need for speed and inspiration kills.

A psychologist’s view of web design

As you will have gathered from last week’s show and our interview with Stephen Anderson, there is a lot of excitement about the impact of psychology on web design at the moment.

Human Brain

This week alone we have 3 great posts on the subject…

The Psychologists view of UX design is an informative rundown of how the human mind influences our behaviour on the web. Topics include…

  • People don’t like to work or think more than they have to.
  • Human memory is complicated.
  • People create mental models.
  • People crave information.
  • Most mental processing occurs unconsciously.

There is a similar article about the psychology of web design on the Web Designers Depot. This post covers topics such as…

  • Building trust.
  • Familiarity and pattern recognition.
  • Colour psychology.
  • Focus.
  • Reading patterns.

Finally there is a brilliant video on emotional design featuring Aral Balkan’s talk at Future of Web Design. According to twitter this was the highlight of the conference and is definitely worth checking out.

Whether you are a web designer or website owner it would appear that psychology has a lot to teach us and we need to start paying attention.

Inspiration kills

Talking of FOWD, one of the things I said in my presentation was how we spend far too much time looking at inspiration galleries.

Interesting the same issue has resurfaced this week in a post entitled ‘Inspiration Kills.’

My argument against inspiration galleries was that they are sinkhole for your time. That the time spent paging through endless ‘cool’ designs would be better spent learning something new.

Inspiration Gallery

The ‘Inspiration Kills’ post takes a different tact arguing that inspiration galleries replace creativity with other people’s work…

I think though that there is a darker side to inspiration galleries. This darker side is the thing that sucks up your imagination and fills the gaps with other people’s work.

However great other people’s designs are, by following their lead you surrender your opportunity to innovate and create original work.

For me the author sums up the best approach beautifully when he writes…

If you do go out to seek inspiration, don’t look for it in the usual places, the countless galleries and showcases displaying work of your fellow designers. Going this route will ensure your originality gets killed. Look for it elsewhere, in nature and in designs unrelated to your subject.

As I have said before, I am increasingly turning to subjects areas like physiology, marketing or business for inspiration. Not all design inspiration has to be visual and it certainly doesn’t have to be web based.

A gaggle of usability testing posts

First we had a plethora of physiology posts, now we have a gaggle of usability articles.

This week I have found 3 posts on usability testing that I just can’t help but mention.

The first is A List Apart article on quick and dirty remote user testing.

The idea of remote user testing has become increasingly popular thanks partly to advocates like Steve Krug who spoke about it recently on this show.

Remote testing is a viable alternative to conventional testing and although it is not as effective as face to face, it is cheaper and easier. If you run a website and have previous considered user testing too time consuming or expensive then read this article.

Talking of Steve Krug, he has released a video demonstrating just how easy it is to run a usability test session. If you feel you need an expert to run test sessions and that is stopping you from testing then watch this video. I challenge you to find something in here you couldn’t do yourself.

The final post is from UXBooth and focuses on encouraging negative feedback during user testing.

User struggling to be honest in a test session

Konstantin Chagin, Shutterstock

It can be surprisingly hard to get users to be honest about their experiences when testing. They fear offending you or looking stupid so they are often guarded about being negative. Its therefore great to see an article tackling how best to encourage people to be honest.

The need for speed

Our final news story for the day is another post by Gerry McGovern. This week, Gerry is talking about the “Need for Speed“.

The post focuses on users obsession with speed. He sums it up best at the end when he writes…

Time is the most valuable resource, and it will only become more and more precious. Those who relentlessly focus on saving the customer time will have a truly future-proof strategy. Those who waste their customers’ time with disruptive marketing and advertising, confusing menus and links and smilely people images will ultimately end up as road kill on the information superhighway.

Setting aside his reference to the information superhighway (really Gerry? Who uses that term anymore?), he makes a good point.

It is easy to build websites that are too slow and insist on communicating information the user just doesn’t care about.

Gerry quotes Google…

“We may be the only people in the world who can say our goal is to have people leave our homepage as quickly as possible.”

He then goes on to write…

It’s counterintuitive, isn’t it? Get them off your website as quickly as possible having done what they came to your website to do. It’s truly the opposite philosophy to sticky websites or sticky marketing.

Although I disagree with his definition of sticky websites (for me it is a site that users return to rather than stay on a long time), I do agree that we should be helping users complete their tasks as quickly as possible.

Google’s decision to factor in speed into its search algorithm is not down to an illogical obsession on their part. They know users want to complete tasks as quickly as possible and Google want to help them.

5 Lists Every Website Owner Should Keep

A post about lists – life doesn’t get anymore exciting than that! Admittedly lists are not the most exciting of subjects but if you are a website owner they could make or break your website. Find out how.

I know, a list of important lists. With a post like this I could just tear the fabric of space time. However stay with me, it might be more interesting than it sounds.

To be honest with you I am obsessed by lists. I keep lists for everything. It’s a problem, I need help. However despite that, I have discovered that when it comes to running a website a few carefully selected lists can be incredibly helpful.

What follows is my list of lists that could make or break your website.

Reoccurring tasks

Let’s start with the most obvious list first – a reoccurring task list. This is a list of those tasks that you need to do on a regular basis to ensure your website is effective. What exactly those tasks are will depend on the type of website you run. However, my list for the sites I run include:

  • Participating in the forum daily
  • Posting blog posts regularly (see below)
  • Sending a monthly email newsletter
  • Recording my daily audioboo
  • Dealing with email enquiries
  • Reviewing site statistics

Your list will include other items. For example I advise that most websites do regularly usability testing (see below).

A reoccurring task list is important because it reminds you that a website needs constant attention. It prevents the site from slipping down your priorities or being pushed out by other work.

Blog subjects

Whether you call it a blog or a news section, most websites have some area dedicated to regularly updated content. However, these sections are often not updated. This is not because the website owner forgets, but because they struggle to generate ideas for content.

Its hard to think up blog posts on the spur of the moment. However ideas will come to you, if you are constantly keeping an eye out for them. That is where your blog subject list comes in.

Blog ideas occur to me all the time. When I am reading a book, watching TV or even in the shower. Rarely am I able to sit down and write a post there and then. That is why I keep a list of blog ideas. I know by the time I come to write something, all of those great ideas will have been forgotten.

My Blog Ideas List

For example this post came from my blog subject list. When I sat down to write this post I didn’t need to come up with an idea. It was already there.

You can make your life even easier by written a few notes on the ideas you have. Then you have even less thinking to do when it comes to writing the post. Again using this post as an example, I already had my 5 lists written down.

Feature ideas

One thing web designers complain about is scope creep. They hate the fact that website owners keep adding new features when a website is being built.

However if you think about it, that is not surprising. When you are building a website you are thinking a lot about the project. It is only natural that you mind comes up with lots of possible ideas.

Rather than dismiss these ideas for lack of time or money, add them to your feature list. This is essentially a wish list of things you might possibly want to do one day.

Boagworld task list

Once your current project is launched you can look at the wish list and work out what to do next.

Not only does this prevent scope creep but it also encourages an ongoing investment in your website.

Marketing opportunities

We all know that websites need promotion. However, it can often be hard to think of how best to promote them. When the moment arrives to do something about promoting our sites, all of our great ideas leave us.

Keeping a marketing list is a great way to combat this problem. If you find a website that covers a similar topic to you, make a note on your list to contact them and ask if you can write for them. Equally if you meet somebody at a conference who could promote your site, make a note to follow up that relationship.

Man holding a sign saying: I am looking for a wife please stop and talk to me

Whatever the marketing idea, write it down. It is then available for when you can act on it. This reduces the mental effort of coming up with ideas. Instead of thinking about how you could market your website, all you have to do is spot opportunities that arise naturally.

Fixes list

Our final list is a fixes list. This will include a mixture of bugs and usability issues.

In his latest book ‘Rocket Surgery Made Easy‘ Steve Krug recommends that you carry out light weight usability testing once a month. This will generate a significant number of usability issues that need resolving.

When combined with browser bugs this amounts to a considerable number of fixes. By adding all of these elements to a fixes list you achieve two objectives. First you ensure nothing is forgotten. Second you can priorities what needs addressing first based on the seriousness of the problem.

Without a list of this nature you can easily become overwhelmed by the complexity and number of issues that need resolving.

Are lists sexy?

Are lists sexy? Of course not. However, they will help you maintain a firm grasp on your websites development, remove the mental load of generating new ideas and ensure nothing gets missed. That may not be sexy but it is effective.

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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197. Energise your ecommerce

This week on Boagworld: We examine ways to improve the conversion rate on your ecommerce site, review CSS Mastery 2nd Edition and take a look at Zen Coding.

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Lessons in simplicity and constraints

I am a great fan of simplicity and constraints. I have written enough about simplicity before so I won’t bore you again. However, unlike most people I enjoy the constraints of a brief and limited timescales.

I was therefore delighted to read a short little post on the 37Signals blog which summed up these two concepts so brilliantly. They wrote:

The easiest way to force the insight of what can be lived without is by playing a game of constraints: You have to ship on Friday, you can’t add more people, you can’t work nights. Fixed resources, fixed time. All that’s left to give is scope. It’s amazing how creative the cuts and sharp the sacrifices become when you’re backed into a corner. It’s when you have to choose that you make the best choices.

In other words constraints force simplicity. This is a mantra I can get behind.

They also end with an important point for website owners:

For every 1 day estimates of a task, there’s a simpler version of that you can do in 3 hours, and an even simpler still you can do in 30 minutes.

So next time you hire a designer and they ask your budget, tell them. This is a key constraint that will influence how the designer builds your site or application.

Making better use of your footer

Fat is fantastic – at least where footers are concerned. For a while now there has been a move towards ‘fat footers’. These contain so much more than the privacy policy and copyright statements of days gone by. Todays footers are full of information. The question is, what exactly should we put into our footers?

Designshack has an excellent post that gives you 10 ways to use your fantastically fat footer.

Some of the ideas are suggestions for content (such as using it for social media links or ‘about me’ content), while others are design ideas (such as using illustration or animation).

Personally I use footers for two purposes:

Secondary Content - Additional information that is not apart of the main content on the site. For example in the case of Boagworld this includes a blogroll, great content on other sites and stuff I am up to. This isn’t really apart of the boagworld blog. Its extra content readers might be interested in.

Calls to Action – I think footers are a great place to put calls to action. For example on the Headscape website, we have the contact form at the bottom of the page. Hopefully once people have read our compelling content they will be inspired to complete the form. 37Signals used to use a similar approach on their own website.

How to guarantee an improvement in your conversion

Later in this show we talked about ideas that might improve the conversion rate on your website. However, if you want a certain why of improving your conversion rate (or your site in general) then read: An Introduction To Website Split Testing.

Split testing (otherwise known as A/B testing) is the process of showing different users different versions of your site. You then monitor how these different versions affect user behaviour in order to find the best solution.

It is a guaranteed way of finding the best solution through a process of trial and error.

However despite its success, few website owners use the technique. I think it is generally perceived as time consuming and expensive.

Although it does take time to produce multiple versions of an idea and test it, actually running the test is fairly inexpensive. In fact Google provides a split test tool that is absolutely free. Also, there is no reason not to split testing an approach before you roll it out. After all it has already been built anyway.

To learn more about the benefits of split testing and how to get started, definitely read this post. It will inspire you and set you on the right path.

How to make sure you’re regular… at blogging

When I write about communicating with your audience in the Website Owners Manual I say:

The key is regularity, rather than frequency. Users should come to expect your communications. Communicating on an ad-hoc basis can be damaging, especially with blog posts.

This is a tone echoed in a post on ProBlogger this week. Tips on How to Keep Your Blogging Regular, emphasises the importance of regular posting before giving 5 ways to ensure you keep the habit up.

These include:

  • Don’t bite off more than you can chew
  • Regularity is more important than high frequency
  • Under promise and over deliver
  • Build a schedule
  • Have someone or something manage you

After six years of blogging, I can say I agree with each and every one of these points. This is great advice if you are blogging on a personal site. However, it is crucial if you are running a corporate blog. Read and take note.

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Feature: Increase your ecommerce sales

This week’s feature comes from a blog post I wrote some time before Christmas. It looks at 8 ways you can increase your ecommerce sales using as an example a site we have worked on called Wiltshire Farm Foods.

Read the original post: 8 ways we increased ecommerce sales by 10,000%

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Reviews

CSS Mastery 2nd Edition by Andy Budd

Read the CSS Mastery 2nd Edition review

Zen Coding

Read the Zen Coding review

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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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175. Collaboration

On this weeks show: Ryan and Stanton take the helm, we interview Simon Collison on client collaboration and answer your questions about improving your design skills

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How to design a portfolio site

First up is a two part video series on Carsonified.com called “How to design a portfolio site” in which Elliot Jay Stocks shares his advice and experience. If you’re a freelancer, you know how important your portfolio is to your business and these 2 30 minute screencasts are filled with useful information such as:

  • The three key concepts that make a portfolio site
  • How to build great case studies to reinforce your expertise
  • The ultimate portfolio checklist
  • How to use narrative theory to strengthen your portfolio
  • How to take your design from Photoshop to HTML and CSS
  • How to integrate your design into a CMS like WordPress
  • Lots, lots more.

I’m also going to give a slight plug here to my co-host Ryan, as he’s just published a video interview with Elliot on his site havocinspired.co.uk where he asks Elliot about his career and how he got where he is today. Both definitely recommended viewing!

I’m also going to give a slight plug here to my co-host Ryan, as he’s just published a video interview with Elliot on his site havocinspired.co.uk where he asks Elliot about his career and how he got where he is today. Both definitely recommended viewing!

A/B testing and microcopy

Paul talked about microcopy last week and another article passed my way which further highlights just how powerful microcopy can be and how A/B testing can help to improve your calls to action. Dustin Curtis performed an experiment over the past few months where he tested a specific call to action on his website which prompted people to follow him on twitter and measured the number of clickthroughs various versions generated.

He started with the statement “I’m on Twitter.” Which led to a 4.7% clickthrough rate, then switched to a command “Follow me on twitter.” which resulted in an increase of 55%. He then went on to try a stronger personal command “You should follow me on twitter.” which increased even more and finally added a literal callout “You should follow me on twitter here”.
Overall, the clickthroughs increased by 173% showing just how much of an impact microcopy and A/B testing can have on your site and it might be something you want to look into.

Did Digg and YouTube just spell the end of the Internet Explorer 6?

Sometimes I sit back and wonder what life would be like without IE6 and the whole world is sunny, I sit in a lush meadow with my laptop, coding away without a care in the world… If only.
Every so often someone sets their sights on IE6 and declares war, most of the time we scoff, knowing IE6 has too many troops to be defeated, but two new armies have stepped into the ring, and they’re big armies at that. Digg.com and YouTube have both recently announced that they will be taking sides against IE6 sometime soon. This was highlighted in a blog by Chris Heillman.

A post on the Digg Blog shows that they’ve been researching the situation for quite some time, monitoring the reduction in IE6 use and weighing the number of visitors using the browser to the costs associated with developing specifically for it.

Admittedly, the audience of Digg might be slightly biased towards a more tech-savvy crowd, so these results might need to be taken with a potential overdose of salt, but it’s encouraging to see a fairly large outfit taking the time to research the situation and I’m sure that they’re not going to shut off support completely, but concentrate their bells & whistles on the newer, more capable browsers leaving just the content accessible for IE6.

YouTube have already started showing a message to IE6 users saying that they will be ‘phasing out support for their browser soon’ and recommending the user to upgrade. Chris points out this might not be as impressive as it first seems as 70% of YouTube’s traffic is from embedded media.

He also points out that both Digg and YouTube are social web sites, which are normally blocked by the kind of organisation which forces their users to use IE6, so the true impact of this news remains to be seen.

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Interview: Simon Collison on client collaboration

Ryan: OK, joining me today is Simon Collison. Hello, Simon.

Simon: Hello, nice to be here.

Ryan: And we’re here at the Future of Web Apps tour in Leeds, and you’ve just done a talk this afternoon, it was a very good talk, I really enjoyed it.

Simon: Smashing, thanks for that.

Ryan: And we thought it would be really good for our listeners to just cover a few of the things you talked about in that talk. Now your company, remind me your company name.

Simon: Er yep, Erskine Design. Or Erskine if you’re looking to impress, I think. Not quite sure where to stand on that.

Ryan: Where did that name come from?

Simon: It is, I think the origin of it means ‘upon the knife’, which is quite interesting. So, obviously, it’s a place in Scotland, it’s also an old saying and if you tweak it or someway, in this day and age, it means upon the knife, which we quite like for a design and development agency. We often feel as if we’re on the knife. So, it works quite well.

Ryan: Cool. And you started off your talk by telling about your biggest disaster, which I thought was quite interesting, but you were quite open about it and that was the Vanilla Pages.

Simon: That’s right.

Ryan: Just for the benefit of us listeners, would you like to tell us what the Vanilla Pages was, is…

Simon: Sure, definitely past tense, um yes. The Vanilla Pages was an idea that was brought to us and we worked on that for a client team, so it’s very important to stress that; it’s not our disaster, as such; we may have facilitated it. Basically, the Vanilla Pages was an idea for a web app that fitted a perceived niche in the fine food and drink arena. THe idea for the Vanilla Pages was that is was a 24 hours a day, 365 days a year tradeshow. Suppliers, wholesalers, buyers kind of creating links and making connections and finding new sales opportunities. On the face of it, we thought this was a good idea. Also, Erskine had only just begun, so we were looking for new and interesting clients and we met with the client we thought they had some good ideas and we spent some time discussing what the process would be. Now, obviously this was 2 or 3 years ago and our process is very different now – very well honed – but at the same time we had enough experience as a team then, we were kind of discussing the need to understand the audience, really get to the bottom of this niche and find out: “What do people really want, will they use ‘X’, will they want to do ‘Y’ abd so on”. And initially, it was like “Yeah, this sounds great” and we signed everything and we began work and instantly we found that our suggestions were being thrown out. There was very little room for us to use our experience to make suggestions and say: “have you thought about this?”, “why don’t wet a focus group together, why don’l;t we ask some retailers some questions” and so on. And as I showed in the presentation today, we then started to receive incredibly detailed and colourful Excel documents, pretty much telling us everything we needed to do, every nuance of the user experience was being dictated. Now, we’re not fools, we stood up for ourselves and we illustrated many warnings but it didn’t really happen and we continued the project and we launched it. It received quite a lot of advertising and it failed. And so, yeah, today I introduced the presentation with a video that was created for it and then proceeded to rip that video apart.

Ryan: Which was quite amusing.

Simon: And used that as a basis for everything else.

Ryan: I know that Ryan Carson’s been recording the talks, I’m sure that will appear on there.

Simon: Excellent. I’m sure this will come back to haunt me. I’m expecting an email from that client in the next few weeks.

Ryan: But you telling us about that site set up the entire theme for your talk, which was collaboration and the process of collaboration with your users and you came up with some, a list of points, a process that you kind of went through which; the first one was collaborate and then research and then… Can you just take us through that process?

Simon: Yeah, sure. I mean, to address the point of collaboration, I think, a point I made today was that it’s a collaboration across all kind of boundaries, so on one hand it’s the design and development team itself. So, to quickly summarise that, and this will be old news to many listeners, but essentially, the designer can talk to the developer; the project manager or, heaven forbid, account manager knows as much as the designers, the developers and so on; everybody is aware of every aspect of the project, or as much as possible. This gets away from that production line approach and allows the developer (to use labels here) to dictate, or suggest ideas, to the designer, and so on, because he or she is armed with enough information and understanding, through the process, to feel that they can contribute, that they’re not going: “I don’t know if this is relevant, but…” why not make the suggestion? So, a lot of collaboration within the office, if you like, if it’s an app for a client, then obviously look to collaborate with them as much as possible, so it’s not just a one-way process, so as many opportunities for focus groups, workshops, talking to stakeholders, investors, whatever that might be, and key to that, the intended audience, which was the main point today, as well, to collaborate with them from the earliest stage as best possible. In terms of the process, yes, collaborate at the top, it’s more of a reminder, through the process. So, we looked at things like research, prototyping, testing, rinsing and repeating that process really. If there’s an agile approach to what’s happening, then you know, there may well be a product launch, then loop back and go through the thing again. Yeah, and to summarise there again, it’s, we were talking about whether it’s waterfall, agile or a fast sprint. We wouldn’ make that decision until we’d spoken to the audience and we’ beginning to get an idea of what they might need, or how best to pitch this website or application.

Ryan: Which, I find quite interesting, because I seem to get the impression that, as a company, you don’t have a set process, so you basically, you know, a new client comes in and you’ll look at the audience and then you pick whether you’re going to through an agile process, or a waterfall process, whereas, you know, we hear a lot about, you know: “you must use agile, agile, agile, agile” or, you know: “waterfall’s best, waterfall’s best” and you seem to, you referred to it actually as: ‘Organic Collaborative Process’

Simon: Yeah, absolutely. I mean, it is very difficult to, in most situations where there’s a client involved, you need to respond to an RFP, or some kind of brief, you need to reach an agreement over what’s going to be done before they’ll say yes, we’ll give you ‘X’ amount of pounds and we’ll build this together hopefully. It’s very difficult to say “take a leap of faith with us, we will put some of the pieces together, shortly into the process, we need to find out more first, and get under the skin of what you want, what you’re intended audience might want.” So, that’s quite tricky, some of the greatest things we’ve worked on have been based in that leap of faith and we’re taking one as well, working with a client sometimes, you know. We’ve learned that it doesn’t always work out as it might look and they take a leap of faith with us. I guess a lot of it is, kind of, proving through previous work and illustrating how that process worked. So, it sounds a little trite and I never want anything to sound arrogant but a level of education, I think, commissioning for the web is difficult for a lot of people. If we can help them understand what they need to do and how we meet in the middle and how we collaborate then, you know, we’ll do everything we can, because that’s a great foundation for the project.

Ryan: Maybe slightly off the topic of collaboration, but do you price differently for different processes, so whereas agile’s much more extensive than just a waterfall method. Would you look at the project, pick which process you want to use, and would you price accordingly, depending on how thorough the process is, or do you look at a project and, you know, just price it the same across the board.

Simon: Yeah, that’s a killer question. It’s the… First of all, we try and be as flexible as possible and again that comes back to that leap of faith situation. There may be a ballpark figure involved early on. The ideal situation is that, if it’s a pitch, for example, we would kind of get the go ahead, if we’ve been fortunate, without having to be too specific. Hopefully, the illustration of our process and what we’ve done previously, and what we’re aiming to do can be enough. That is difficult. If the approach is going to be typically agile, it’s obviously a very different beast to a waterfall process, where you can pretty clearly define, you know, we’ll do A, B, C, D, we’ll end at Z – job done. With agile, who knows, because exactly how many kind of releases might there be? What’s going to be involved after the initial launch? So, very difficult. As a team, we democratically discuss everything, everybody is involved, and again collaborates on how we approach a potential job. Like a lot of people, and I’m sure there’ll be plenty of people listening who’ll empathise with this, we’ve burned many times, so we are extremely careful about it now. So, no set answer. We work with whatever flexibility we’re given.

Ryan: OK. Moving slightly on. You talked about logovisual thinking and these weird disk things

Simon: Yeah

Ryan: Which you looked to have lots of fun with, you put pictures up and everything and you want to just tell us s little bit about that?

Simon: Yeah, sure. The product itself is, yeah, LogoVisual Thinking, I couldn’t even begin to tell you why it’s called that.

Ryan: It’s the ‘logo’ bit, I can get ‘visual thinking’, it’ the logo bit.

Simon: Yeah, I’ve no idea. Maybe Mr Logo invented it, I’m not sure. That would be a great name. The URL, I’m pretty sure is logivisual.com, in fact, it is and they produce loads of products. I’m not affiliated with them in any way, I should make that clear, but I do wax lyrical about this stuff. Essentially, they are magnetic hexagons, but they also do all kinds of shapes and different tools and I think they’re really, they’re used a lot in business. You can just imagine the dry management meeting: “come on everyone, we’re going to imagineer for the next half an hour” and they’ll break these things out. It’s possibly easiest for people to think along the lines of Post-It notes, or using something like that. A classic example where we would use them is we would get a stakeholder or workshop team together and a few of us and we find that there are people in the room who are contributing a little less, you’ll have, you know, Johnny Smartpants who knows everything about Web 2.0 and he’s throwing all these ideas in, and there are some other people and you think “I wonder what they’ve got to contribute”, so give them a pen and a pile of magnetic hexagons and then give them a, let’s say, for simplicity sake, “list all the kinds of user you can foresee using this product or website” Go into detail, rather than say ‘government’, talk about specific roles, you know, what kind of people within a government department might use this thing and why. They all go away and, because there’s no pressure, the write whatever they want. We bring that together and then we’ll look at grouping these items in a particular way. The example I used today was audience grouping. We prefer to work with a broader brushstroke than the typical user persona, so you’ve got Johnny or Mary who, you know, Johnny does this, Mary does that, she knows about this but not that etc. Sometime we, and⁄or the client, forget exactly what Johnny’s supposed to be, we have to go check so with these tools, we’ll take everything that people have contributed and we’ll group them into 4 or 5, maybe, audience groups. We’ll then label those groups and then they will be in our minds throughout the process. So, for example, we’ll have a hierarchy, it might be that it’s a government site, it might be there’s a certain kind of user is ‘Hierarchy1’, a certain kind of group is ‘Hierarchy2’ and so on. And the outcome will be, we will do some lo-fi diagrams and look at where typically would somebody from this audience group arrive; what might might they do while they’re there; and, vitally, what action might they take, what might be there outcome, what do we want them to do. So we use these LogoVisual tools for things like that. Essentially we just have them around as whiteboards and they’ll be around for a project, we’ll move them around on the boards, because they’re hexagons you can group them beautifully and, yeah, I mean, have a look at logovisual.com, there’s some good ideas on there of how people are using it.

Ryan: And you talked about having a project space in your office, didn’t you, which you brought this picture of a, really impressive actually, all these things stuck to your walls and everything.

Simon: Yeah, it was. Well, that particular example was from the Erskine.com redesign, so we really did go hell-for-leather on that one. Yeah, we’re fortunate to have quite a large office space I’m not bragging there because it’s got no heating, single-glazing windows, it’s freezing, it hasn’t got enough plug sockets, it’s kind of rubbish, but we love it, and it’s a creative space.

Ryan: It’yours.

Simon: It is ours, which is wonderful, although we share with an idiosyncratic, little illustrator called John Burgerman, who’s gradually spreading himself through the office, but we love him. So, yeah, we set aside an area of the office, if there’s a spare computer, we’ll stick a computer in the middle, so we can access online information, but really it’s offline scrapbooking, so you know, we print out typefaces, we rip this out of magazines, classic stuff, as we produce wireframes, or any kind of, you know, back of a cigarette packet sketches, whatever they might be, or source material from a client, maybe, we just throw it all in this space. It acts as a constant reminder, so if you’re scrapbooking in a flickr pool, or, what is it, LittleSnapper, or something like that, that’s fine, but it can e difficult to share and it’s a bit out of sight, out of mind. With the project space it’s just there, and you can keep adding to it, and if you’re stuck for inspiration, 2 or 3 of us might, rather than just discuss this idea over Skype or, as you do when you’re in the same room, sad as that is, or sort of face to face at our desks, we’ll wander over to the project space, where we’re kind of surrounded by the project, and delve in and add to it, tear things up, I don’t know. It works for us; if you’re a remote team, and you’ve got people in different locations, it’s maybe not so good, but it’s a nice idea, and I think people like Clearleft and Mark Boulton, people like that, I’ve spoken to them and I know they do a similar thing. It’s just a, it’s a tip, but it doesn’t work for everybody.

Ryan: You talked about community and you had to rush through that a little bit, because your talk was overrunning, could you talk to us a little bit about that. Again you had bullet points of trust, and brevity and things like that. Could you just take us through what you were covering there.

Simon: Yeah, sure. Yeah, half an hour’s never enough really.

Ryan: It flies by, doesn’t it.

Simon: Especially when you waffle, like I do. Terrible – you should see me after a few pints, actually no, that’s a bad idea. Yeah, basically we have, they’re our kind of, what would you call them, they’re like little waymarkers or points to observe throughout the process, so through that early collaboration with the audience or the client, we’ll define some key aims and objectives, but they’re usually project specific, but I certainly believe that there are a number of conventions, if you like, or almost courtesy items to be aware of, when you’re looking to create a community around a website, so you mentioned trust, that’s something I really think is important, especially where you’re asking people to submit their own information, share information and kind of confide in the site, in a way, so it’s very important that the user feels safe, secure, this isn’t just a fly-by-night website. I don’t know why there aren’t more Web 2 applications that essentially fish, you know, imagine if flickr ended up being, you know, all that stuff and that was all going to be used in a way we didn’t understand. You need to build that trust. So we’ll look for certain devices, we might fall out with a client over their choice of a URL, because if they’re a business to business organisation, you don’t want something jokey. Also, who’s behind the site, are there humans behind it and how can we bring them into it, can we get them to write dome kind of introduction, can we make them visible, can we make them contactable? So, little things like that. And then other items on the list were classics such as, you know, brevity with content, making things easy to find, I’m sure that’s relevant, regardless of the subject matter, and so on.

Ryan: OK. You also mentioned having a features roadmap during the process of developing your site, do you want to explain why that’s benefit?

Simon: Yeah, I rushed through that as well, didn’t I? Basically, we often find that, if the first meeting with a client or, you know, if we’re building something for ourselves, grandiose ideas, you want to kind of do everything and I think it’s very important to bring simplicity into whatever you do it’s a bit of an obvious thing to say when it comes to responsible design, but at the same time, you know, 37 Signals and other companies have talked about this stuff for years and I think many of us have learned from it. Essentially it’s what are we going to do; when are we going to do it, sometimes it falls in very smartly with the agile process; what do we know about the audience, in terms of what we can throw at them and when. So, we obviously favour starting small. I was talking to somebody after the presentation about low expectations, take that the wrong way and it sounds quite negative, but I think, you know, it’s just putting the bar somewhere where you can reach it. I think it’s a very negative thing if you launch a site with all the bells and whistles in the world and then end up retracting too much after launch. I think it’s natural that some things will change and some things may be removed, but if you kind of visibly change your whole plan, because you haven’t thought it through, I don’t think that’s very healthy. So yeah, it’s defining a roadmap, as we call it, and probably others do as well, where we essentially outline what we’ll do, when and try to stick to that, but ensure it’s malleable, so as we learn more, we can rethink it, think let’s wait on that and the way we reflect that with the client, as well, in a more tangible way, is we try to get rid of all the sort of, the Basecamp noise and whatever other channels are in operation, reduce a project down to it’s deliverables, so we will have, I guess establishing a, if it’s not too pretentious to say a narrative to the project, so there’s point A, and there’s lots of things to click, on be they kind of sitemaps or research findings, through to batches of wireframes or comps or prototypes and whatever. We find that, in tandem with that roadmap thinking, kind of illustrates what we’re trying to achieve and when, and I think it can be reasonably easy for a client to buy into that, so it’s a case of OK, so, I guess it’s what you say and then backing it up, so proof as you go along. So that leap of faith is, kind of like, yeah, you were right. So, that seems to work quite well for us.

Ryan: Great, and you got everybody excited right at the end of your talk by showing them your ‘Ultimate Package’ [Laughs]

Simon: Yes, ladies

Ryan: That must sound very odd coming over a podcast

Simon: I’m sure it does, yes my ultimate package. OK. It would be really unfair of me to take credit for this, I do like the idea of conventions in web design and development, whether it’s navigation and using the word ‘About’, ‘Contact’. I think there’s plenty of other areas to create and do exciting things. Personally as a web user, I like certain constants. So, those kind of conventions I love. In terms of actually building websites, we use a lot of them in our development process. So, for example, when we start a project, we actually start building it, whether it’s a prototype or even if we’re just experimenting, we have a folder that we iterate, we’re on version 1.9 of our Ultimate Package at the moment, and we just drag it onto, we just FTP it.

Ryan: Like a template?

Simon: Yeah, basically. Responsibility for this goes to whole Erskine team, but specifically Greg Wood, our lead designer who is, kind of, the custodian of this thing so he’s very passionate about it. It’ll be up to Greg whether I’m able to share some or all of it with you all eventually, I don’t know, and I’m sure other people have their own versions. So, for example, you will have, in the Ultimate Package, some JavaScript files, the latest jQuery, some stuff to control certain functions and some JavaScript to help with IE6, PNG transparency, whatever it might be, and then a cascade of CSS files, so our main screen.css, with some basics in there, reset.css, our own version of Eric Meyers Reset CSS, and things like a scratch file, so if one of the, one of my colleagues wants to do some work in the CSS, they do it in their own file which cascades in, so, you know, Greg or somebody can approve it or ditch it, withough it really having any great affect…

Ryan: I like that. That’s a good idea.

Simon: on the main stylesheet, if you like, again that’s something that Greg’s introduced and we all find that really useful.

Ryan: Yes, that’s a good idea, I really like that.

Simon: And there’s a few other bits and pieces in there as well. The beauty of it is, if you start working, you want to start working fast, the external JavaScript, CSS and so on, is already linked up, so you can throw a function in very quickly, without thinking: “oh, I must, why is it not working? Oh, I’ve not called it in the <head> of the document” No, it’s all kind of there. You remove stuff as you go along, but it’s there. And there are things that help us with ExpressionEngine builds and a few rules in there as well, so that we’re all on the same page, if you like. If I’ve not worked on a project at all, the person who might have led it is on holiday, the client calls and they’re in a panic, I go into the code and I start looking for certain conventions: I know there will be a ‘Contents’ at the top of the main stylesheet, I can “Ah, 10.1, scroll down, find the flag for that” So, it works really well.

Ryan: And if we’re very, very lucky, we might get a chance to get a sneak peak at it?

Simon: I’ll have to speak to Greg. I’m really, I love the spirit of sharing.

Ryan: [Laughs] Greg’s baby.

Simon: Yeah, I don’t know if I owe him any more beer, but I’m sure that will be involved.

Ryan: It’s a good idea for people to think about and if they’re going to build their own anyway, I like the idea of a scratch file.

Simon: Yeah, just use your own, you know, your own conventions, if you like. I love the spirit of sharing in this community, especially we saw it through web standards, and everything else. I’ve really benefited from people sharing this kind of stuff, so, you know, hopefully we will. I’ll keep you posted.

Ryan: If not, there’s some ideas.

Simon: Yeah, I’ve already been asked today to write about how we go about producing it, so even if we don’t share the actual ‘Ultimate Package’.

Ryan: So, keep an eye on your blog or Twitter feed and that should be it?

Simon: Yeah, either myself or Greg will probably put something together at some point about that.

Ryan: Fantastic. OK, Simon, well thank you very much for taking the time.

Simon: It’s been a pleasure to be on boagworld.

Ryan: Thank you very much.

Thanks goes to Simon Douglas for transcribing this interview.

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Listeners section: Improving your design skills

David Smith

I’ve a question for you regarding how to improve my design skills in order to further my career.

I’ve been working professionally in the web industry for just over a year now. My current role involves web page design, web page development (XHTML & CSS) and some work with server side code.

Of these three aspects of my job I much prefer designing. Having listened to the feature of “Surviving the Recession” and hearing you telling us to specialise I feel that I would like to become primarily a web designer. However, I have no formal graphic design qualifications (my degree was in Music and History!), and although I have produced numerous successful websites for clients I don’t feel my skills are developed enough to compete with true pros like yourself!

Could you or any of your team/contacts offer me and others like me some advice on what I could do to improve my web design skills? I have considered courses but can’t seem to find any that fit my requirements.

I’d really appreciate it if you could take time to answer this question as I’m a big fan of the show and it would really help me to further my career.

Good question and I have to admit it’s something I often think about myself. I think a lot of it boils down to how you personally approach learning and seen as everyone is different this is probably going to turn out as quite an ambiguous answer, so I’ll go through some of the steps I use and have used in the past.

Learn how to use your graphics program, properly!

Personally I’m a big Photoshop fan, some people prefer Fireworks or various other graphics programs, it doesn’t really matter the principle is still the same, learn how to use them properly!

I’ve found that it can often be easy to think of a design in your head but converting that idea into Photoshop can be difficult if you don’t have a solid understanding of how to use the software. Equally so you can often find that your ideas are limited to your understanding of the software you’re using and as a result your work suffers.

Read books

And when I say read books I don’t mean for you to burn your brain out reading the Photoshop Bible from cover to cover (worst book I’ve seen for photoshop by-the-way, black and white images in the a graphics software book???), I’m talking about a good reference book. Pick a tool to learn an read that section.

I can personally recommend Ben Willmore’s Photoshop CS3 Studio Techniques (there is a CS4 version of the book but I’ve not read that one), which is about half the size of the Photoshop Bible, packed with tons of example images (in colour) and the explanations are concise but informative.

Watch examples

Video tutorials are cropping up everywhere these days and I love them, what better way to learn how to use graphics software than to be shown.

Lynda.com is a great place to have a look at as well. Short bite-size videos 3-5 mins on average that show you how to use the software through examples. It is a subscription service but you aren’t tied in for any length of time so you could simply pay for a month and watch as much as you like.

Challenge yourself

Its difficult to improve your skills without have a goal or objective, sitting down and saying “Right I’m going to improve my design skills” rarely works, you need to challenge yourself however you also need to be realistic. I’m not saying you should take on a huge blue-chip client and attempt to turn around a top class design as a challenge. Start small, push yourself and build upon your skills gradually.

Experiment

If you’re inspired by a piece of design work then try and figure out how it’s done, dissect it, try and learn how to achieve a similar effect, but obviously don’t rip it off!

You’ll find that the more you practice achieving various effects the more comfortable you’ll feel about taking on more adventurous projects which in turn will contribute to improving your skills.

Courses

Course are a tricky one because you have no idea how beneficial they’re going to be until you’ve paid your money and sat through a few lessons.

I went on a 10 weeks, intermediate to advanced Photoshop course a good while back and in all honestly I didn’t learn anything that I hadn’t already picked up from elsewhere.

Perhaps there are better courses out there? If you’ve had a good experience leave a comment in the show notes.

On the other hand you typically get a certificate or something to show for you effort which can go on your CV.

Conclusion

As I say everybody learns in different ways but the most important think to remember when developing new skills to just do it, learn and apply, take on projects that allow you to push yourself push yourself, do something different and try something new. You may be surprised with the results.

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The 7 wonders of wireframes

Quick, hand drawn wireframes can provide substantial benefits that will save you time and money.

Wireframes have become an intrinsic part of the way we work at Headscape. In this post I want to explain why we are so enthusiastic about them, and how we use them in our process.

However before we do that, lets take a step back and look at exactly what we mean by wireframes.

It is easy to think of wireframes as HTML prototypes of an entire website (or at least key sections). Although this is certainly one type of wireframe it is not the one I wish to focus on.

The problem with HTML prototypes is that they are time consuming and expensive. Building a functional prototype takes a lot of work and in most cases is  discarded once the final build begins. Unless you can find a way of turning your prototype into a working site, this strikes me as a waste of resources.  In my opinion, this cost precludes their use for anything other than the largest and most complex project. However, wireframing does not need to be like that. At Headscape the vast majority of wireframes are hand drawn sketches.

An example hand drawn wireframe

This most basic approach brings with it 7 benefits:

1. Improvements in team working

For us wireframing is not just the responsibility of a designer or user experience expert, it is something everybody participates in. We will regularly bring together designer, developer, project manager and whoever else is involved in the project, to wireframe key functionality. This is valuable because it improves team working and helping each member to better understand the role of others. It is also an excellent way to breaking the waterfall model of running projects, where each team member essentially works in isolation handing off work to the next person.

2. Clearer communication

These group wireframing sessions not only improve team working, but also communication.

We used to suffer from a problem where developers was not included early enough in the project cycle. This led to functionality being promised that was difficult or impossible to build. By including everybody in the wireframing process this problem has been eliminated. A developer will quickly spot issues in a wireframe that may be missed if  buried in an email thread or functional specification.

That is the beauty of wireframes. Because they are visual it is much easier to grasp what is being proposed. Specification documents and emails are fine, but they are harder to visualize and perceptions can vary. Wireframes leaves much less room for misunderstanding.

3. A more engaged client

Of course, wireframes do not just improve communication within your own team. They also improve communication with the client. Engaging with the client continually throughout a project is vitally important. This is especially true when it comes to visual design (see The Battlefield of Design: Designers vs Clients). A client who has seen a wireframe and has been given the opportunity to provide feedback, is more likely to sign off the final design.

With some of our clients we go even further by including them in the wireframing process. We have found that with the right client this can significantly increase the quality of work. What is more, it gives the client a sense of ownership and engagement which invests them in the final design.

4. More numerous approaches

Another huge advantage of hand drawn wireframes is how easy they are to produce. When all you need is a pen, some paper and a few seconds to sketch something out, it becomes liberating. It lets you to explore many more approaches than full comp production allows.

Much of our approach is based on Leah Buley’s presentation at this years SXSW. She encourages the production of a wide variety of wireframes tackling the problem from many different angles. We will produce wireframes aimed at different user groups, different levels of expertise, and with emphasis on different business objectives or brand values. The aim is to generate as many ideas as possible.

Thanks to Paul Mooney for the use of this video

Once you have established a wide variety of approaches, you can refine, discard and combine them until you have two or three that could work.

It would be impossible to explore this number of different approaches in any other way.

5. A basis for testing

Once you have two or three wireframes with potential, the next step is to test them with real users.

There is a perception that it is necessary to test against completed comps or HTML prototypes, however that is not the case. There is real benefit in testing even the most basic hand drawn wireframe. You can…

  • ask users what they would click on to complete certain key tasks,
  • get feedback on the naming of labels,
  • establish whether you have the right visual hierarchy.

Obviously testing against a hand drawn wireframe is not as informative as testing against a final site. However, it does enable you to identify problems before too much time has been invested.

6. A greater willingness to change

The problem with user testing a final design, HTML prototype, or worse still a completed site, is that a considerable amount of work has already been done. This makes it hard to change.

The same is true if a client rejects a finished design. Hours of work have gone into that design and the designer feels committed to that approach. There is a substantial cost in starting again.

This is not the case with hand drawn wireframes. Because they are quick and easy to produce, it costs nothing to discard them and try another approach. This willingness to change makes you much more responsive to the results of user testing and feedback from the client.

7. Faster and cheaper projects

Finally, although wireframing in this way takes a small investment of time and money, ultimately it brings cost savings and prevent slippages.

This is because…

  • The developer has been involved in wireframing and so isn’t surprised by unforseen functionality that might increase costs and extend timescales.
  • The client has seen the wireframes and so is more likely to signoff the final design. This reduces the need for expensive iterations or multiple concepts.
  • User testing is done earlier in the project and so changes can be made before significant development has begun. It is more expensive to change existing work than build it right first time.

Wireframing upfront also reduces uncertainty in projects. It is possible to budget for, and schedule in, wireframing. However, it is much harder to do that for unforeseen complexity and multiple iterations.

Adding polish

It is worth noting that hand drawn wireframes do come with their drawbacks. We have found that sketches can become messy and confusing once they have been drawn and redrawn based on feedback. This can lead to confusion and also lacks professionalism when presenting to the client.

We therefore tend to take the final wireframes and produce a more finished version to present to clients. This becomes the definitive document that we work from. It is at this stage we also add more detail in terms of copy, making it a complete roadmap to work from.

When we first started this process the final wireframes were very polished. However, we discovered that this caused confusion among some of our clients who mistook these for final designs. We also found that producing these was time consuming and so undermined the benefits of hand drawn sketches.

Finally, we have settled on a tool called Balsamiq for producing finished wireframes. The reason we like Balsamiq is because it is amazingly quick to produce a wireframe, but also still looks like a wireframe rather than a finished design.

An example of a Balsamiq Wireframe

Conclusion

Too often we begin the design process by opening Photoshop. However although Photoshop is a powerful tool, it is the wrong place to start. It is a sledgehammer to crack a nut.

You may shy away from sketching wireframes because you cannot draw. However, this is not about artistic ability. It is about quickly and visually communicating ideas. Wireframing should be fast and furious, and I actually believe that artistic ability can make you overly precious about the quality of your sketches.

Hopefully this post has communicated the benefits of hand drawn wireframes and encouraged you to close your macbook and open your sketchbook.

170. Versus

On this week’s show: Paul talks about the conflicts surrounding design decisions, and Teifion challenges a BBC article that asks “Are the days of the web amateur numbered?”

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News

Please start from the beginning

Not long ago I read Malcolm Gladwell’s book Outliers, which includes many stories about how well known individuals got their big break. There is something fascinating about people’s backgrounds – the opportunities and experiences that help shape a career. I am often surprised that people’s success has more to do with circumstances than talent.

Our very own Ryan Taylor shares this fascination and so has started a new video series where he asks industry figures about their background. He started the series by interviewing me. Apparently he wanted to practice before interviewing important people :-) He has since moved on to talk to Drew McLellan and has Mel Kirk and Sarah Parmenter waiting to be released.

I think there is a lot of potential in this series. The web is still such a young medium and few trained to be a ‘web designer’. It is therefore fascinating to see how people came to the industry. There is also a lot to be learnt for those starting out in their careers. Be sure to pop along to Ryan’s site and subscribe to his RSS feed. I look forward to future interviews.

Running a card sorting exercise

Establishing your site’s information architecture can be one of the most challenging jobs for a website owner. You face two major obstacles. The first is your organizational bias. You can become so institutionalized by the way your organization works, that it can prove  hard to view things from an outside perspective. What seems logical to you can make no sense to an end user. Second is internal politics. Information architecture can often become an area of contention with different parts of the organization vying for top level billing. This can lead to IA by committee, which never leads to a user centric approach.

Card sorting is one way to overcome these challenges. It is an objective way of organizing the information on your site, around user’s needs rather than company structure. It works by putting users in control of creating that structure by asking them to sort cards containing content in a meaningful way.

At first glance, running a card sorting exercise can appear intimating. However, as a post on Sitepoint demonstrates, it is actually straightforward. “Run Your First Card Sort” is a step by step walk through of everything involved in running a card sorting session. Although the method laid out is not the only approach, it does tackle the key steps including…

  1. Preparation
  2. Recruitment
  3. Running the session
  4. Interpretation and reporting

If you haven’t run a card sorting session before and would like to make your IA more user centric, then I would highly recommend this post.

The complete Google Analytics power guide

I have watched with fascination as Google Analytics slowly decimated the website statistics sector. When Google Analytics was launched it was a relatively simple product, more aimed at smaller websites and blogs. However, over time it has become increasingly more powerful and useful to even the most stats hungry power user. Enterprise products have struggled to compete with a product that offers so much functionality for free.

However, with this increased power came more complexity. What was once a simple product has become increasingly harder to master. Although Jeff Veen did some amazing work at simplifying the interface, it is still hard to harness its full power. The result is that many fail to use it to its full potential while others are too intimidated to try.

This is unfortunate as Google Analytics offers so much information to an experienced user. It paints a picture of how users are truly interacting with your site, while informing your sites structure and content.

Fortunately “The Complete Google Analytics Power User Guide” equips website owners with all they need to know to squeeze the full potential from this incredible powerful tool. This series of posts include detailed information on every aspect of the program from setup to tracking goals and funnels. Best of all the various posts have also be brought together in a single 45 page PDF, making it a lot more accessible for offline reading.

If you ever use Google Analytics or are interested in what it can do for your site, this is definitely worth downloading.

Estimating time for design projects

One of the toughest parts of being a web designer is estimating the price of projects. There are so many variables. So many ways you could approach a project, and so many things that could go wrong. Nobody likes estimating a job and rarely do any of us get it spot on. It is a minefield of pain. On one hand you need to add contingency  for the unseen, but on the other, if you add too much you become uncompetitive.

Effective Strategy To Estimate Time For Your Design Projects is a new Smashing Magazine post that endeavors to address these issues. It begins by looking at what causes a project to be misquoted. Reasons include…

  • Unknown technologies
  • Grey areas in the specification provided
  • Bespoke development in unfamiliar areas
  • The cost of sale being too high
  • Lack of time to quote properly
  • Too high a desire to win the work
  • No previous time tracking to refer back to
  • Estimating time for a project is not fun

It then goes on to address each of these issues with a particular emphasis on granular planning and the need to track time.

I have mixed feelings about this post. It provides an excellent structure for creating quotes and even has a list of common tasks to quote against. However, it feels a little labor intensive at points, going into more detail than most can justify. I guess to some extent it depends on the size of projects you undertake.

That said, it certainly makes you think about your quotation process and encourages you to be more efficient in the way you price projects. This can never be a bad thing.

Before I move on from news – if you live in UK mark the 22nd June down in your calendar. That is the date tickets for dconstruct go on sale, and judging by previous years they will sell out shortly thereafter. Myself and Marcus will be there recording interviews for the show. However, we are also going to arrange a meetup over lunch so hopefully that will be an extra incentive to come.

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Feature: Clients vs. Designers

Establishing the look and feel of a site can be a point of contention. Web designers can become frustrated because their expertise is not respected. Client are annoyed because their designer does not listen to them. How then do we ensure the design process runs smoothly?

Read The Battlefield of Design – Clients vs. Designers

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Listeners feedback: Amateur vs Professional

Teifion Jordan sent us a very insightful review of a BBC article that I wanted to share with you…

The article is titled “Is the web’s amateur hour over?“, a provocative title for those that blog, contribute to open source, have a flickr account with photos licensed under CC and so on and so forth. The article opens describing somebody that revels in the name “Antichrist of silicon valley”, anybody that revels in a name such as that is either crazy or doing it for the attention and page views it brings them. It sums up the rest of the description pretty accurately.

The article then explains how he dislikes things such as Wikipedia because they’re maintained by people working for free, how seasoned professionals are being put out of work by amateurs on youtube. At this point the article moves onto showing that all the big tech bloggers, these so called “amateurs”, are actually seasoned journalists.

The crux of the article is of course Amateur vs Professional, does the fact that anybody can start a blog mean that anybody is a journalist? Does having a flickr account make you a photographer? Yes and no, technically yes but in reality most people will never gain enough of an audience to become influential or make money from it. Professionals are paid and generally for a good reason, a professional blogger probably has experience and good writing ability, an amateur probably won’t.

But we’ve still not come to the actual issue, I’ll say it again. Amateur vs Professional, yes that’s it, it’s the 2nd word in, verses. The sensationalist man described at the start of the article seems to feel that there is a competition on between those that work for free and those that work for money. More importantly, he feels that those that work for free are making it harder for those that work for money to find work!

But that’s really not true is it? If it were true then wouldn’t we all be using Linux because it’s free? Wouldn’t Open office be the de-facto standard of office software? Why would Apple even bother making the iPhone if Google is just going to make Android? Why does Paul bother to make websites when anybody could just do it for themselves?

There are I think three main reasons. Quality, Trust and Support. Open Office is a nice piece of software but it’s not got the features of MS Office, it’s not as high a quality product. Linux is really really well supported if you know where to look, for most people however they’d much rather get a normal computer which they already know how to use and can phone tech support for. And trust, if you pay Paul huge sums of money to make a website for you then you trust he will do a good job, that he knows what he is doing.

So no, I don’t think it is Amateurs vs Professionals, I think it is Amateurs and Professionals. One does not exclude the other, instead one will spur on the other and generate often healthy competition. Think about how much IE6 stagnated because nobody was competing with it any more. Now that people are competing with them on browsers MS are starting to get their act together somewhat.

Next, the work of an amateur can be used to help a professional. PHP is a free product but countless people make money writing websites in PHP. Throughout this “review” I have maintained the position that on average a paid for product or service will be of a higher quality. This is true, on average it will be better but not always. There’s a reason that if I had a 2nd computer it’d be booting Linux and not Vista, there’s a reason I develop websites in PHP rather than C#. It’s because the free option is better or the paid option not good enough to warrant the cost in my opinion.

Lastly I want to come to why. We’ve all seen them, the blogs that must have about 3 readers one of whom is the Mum of the author, I know they exist because I write one such blog. Why do people post up bad photos to Flickr? Why do I spend a lot of time running an online game from which I make no money? It’s because everybody has a hobby or two and this is the way that they peruse it. There is nothing wrong with this and should in fact be encouraged. What may now be a bad set of photos on a flickr account could in a few months with encouragement and tips a very good set of high quality photos. What may for now be just a programming hobby could in a few years turn into a very very good language.

Paul started up this podcast because he thought it’d be fun and may or may not have been high from using the computer for too long. It’s come a long way since then with thousands of listeners and an entire community built around it. Thus I end with the idea that while something may be amateur now, it can become professional in time and that this is good.

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168. Personality

On this week’s show: Paul explains how to give your site real personality and Dave shares some top tips for writing secure code.

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News

Typekit – the messiah of web typography?

There is some big news this week for those website owners and designers keen to use custom fonts on their websites.

For the longest time web designers have been limited to a small subset of fonts that were known to be present on the majority of users PCs. Although CSS font stacks allowed designers to choose less common fonts, because they could specify a safe alternative if that font was unavailable, this did not guarantee the user would see the design as intended. The only way of forcing a particular font was using Flash (via sIFR) or images. However, both of these approaches created potential accessibility problems.

The irony of this situation is that browsers provide a way to embed fonts in your webpage using @font-face. The problem is not technological but legal. Font foundaries are concerned about loosing control over the distribution of their fonts.

This is where Typekit comes in. Typekit is a soon to be released tool from usability expert Jeff Veen. When writing about the service he says…

We’ve been working with foundries to develop a consistent web-only font linking license. We’ve built a technology platform that lets us to host both free and commercial fonts in a way that is incredibly fast, smoothes out differences in how browsers handle type, and offers the level of protection that type designers need without resorting to annoying and ineffective DRM.

As a Typekit user, you’ll have access to our library of high-quality fonts. Just add a line of JavaScript to your markup, tell us what fonts you want to use, and then craft your pages the way you always have. Except now you’ll be able to use real fonts. This really is going to change web design.

In short, they provide an easy and legal way to use custom fonts. Of course, there are still some unknowns. We do not know what font foundries have signed up for the service and so have no way to know what fonts will be available (or how many). We also do not know the prices involved. However, presuming you are happy to use Javascript to deliver your custom font then this looks like a very promising solution.

Apple vs Microsoft – A website usability case study

The Web Designer Depot is running an interesting post that compares the usability of Microsoft and Apple’s websites. Let’s be honest, pitting Microsoft against Apple is a little bit of a gimmick. Its actually very hard to compare these two websites. The two companies are aimed at very different markets (as the post itself admits) and are on very different scales. Apple is much more focused as a business than Microsoft and so the Microsoft site is always going to be more complex.

That said, it is extremely interesting to see the two sites deconstructed from a usability point of view and it does identify a number of common usability issues that we can all learn from.

The article focuses on the following areas…

  • Homepage design
  • Flow
  • Navigation
  • Readability
  • Search
  • Aesthetics
  • Consistency

I am sure it will come as no surprise that Apple won hands down. However, I think it is interesting to note that the primary reason for Microsoft’s failure was its size. The larger a site is, the harder it is to maintain consistency, ensure quality and handle navigation. There is a lesson here for all owners of large websites – if you want your site to be usable, make it smaller by simplifying. Apple applies the principles of simplicity to everything from their products to their websites and it results in exceptional usability.

Reinvigorating old blog posts

This week I came across possibly the most ridiculously named idea in the whole of the web – “Sneeze Pages“.

Although the name is stupid the idea is actually a good one. According to Sitepoint a Sneeze page is…

a page that propels people in different directions deep within your blog by highlighting a variety of posts that you’ve previously written.

In other words it is a way of drawing users attention to older blog content buried deep in your archive and therefore increasing the ‘stickiness’ of your website.

As the post on Sitepoint points out, the problem with blogs is that new user rarely get past the last dozen or so posts. The wealth of content in older posts is largely invisible. It therefore makes a lot of sense to create the occasion post which draws attention to this older content.

The Sitepoint article suggests four types of “Sneeze Pages”:

  • Themed Sneeze Pages—these are posts or pages on your blog or site that revolve around a single theme (e.g. The best of Boagworld usability advice)
  • Time-related Sneeze Pages—these pages are based around a defined period of time (e.g. What you might have missed this month)
  • Retro Sneeze Pages—another variation of the time-related sneeze page is to do one that unashamedly shows off a number of posts ffrom a particular point in its history (e.g. The best of 2008)
  • Series Sneeze Pages—this is the technique of writing a series of blog posts exploring a topic over a period of time with lots of interlinked posts. (e.g. My 10 harsh truth posts)

Personally this strikes me as great advice and you can expect to see several such posts from me over the coming weeks and months.

Creating WCAG 2.0. accessible forms

I never get emails asking us to cover accessibility in more depth. Its just not a sexy topic. Designers, developers and website owners know they should care about accessibility and even endeavor to make their sites accessible. However, it doesn’t really excite people.

However, it is an important topic and one I will continue to cover on the show. I would also argue it can be inspiring  too. I will never forget the first time I watched Robin Christopherson from AbilityNet use a screen reader. Its not until you see it in action that you realize the challenges people face.

The same revelation came for me again when reading Accessible Forms using WCAG 2.0. Its not a light read and takes some getting through. However, it has some great insights into exactly how screen readers deal with forms and yet how easy it is to improve the experience if you know what you are doing.

For example did you know that screen reader users have to enter a special “form mode” to complete a form. When in this mode the screen reader will only read form elements. It will ignore any instructional text, unless it is wrapped in a label or other form element. This can easily be a real problem.

There is also advice on…

  • Colors and fonts
  • Mandatory fields
  • Use of Javascript
  • Timeouts
  • Grouping form elements
  • and much more

Personally, I feel this should be required reading for all designers and developers.

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Feature: How site personas can enhance your sites

If your website was a person, what type of person would it be? It is an interesting question. Take a look at your website for a moment. Look at the design, read some of the copy. Can you picture a single person that represents your site? If the answer is no, then you may benefit from the creation a site persona.

Read How Site Personas Can Enhance Your Website

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Listeners feedback: Stop hackers hacking your hackey code!

Steve from Aberdeen writes:

You promote the show as being for all those who “design, develop and run websites on a daily basis” but actually don’t cover much for us developers! How about covering some more developer orientated topics such as website security.

Its a fair accusation Steve, which is why I we have Dave on the show this week. He is going to provide a basic introduction to website security.

Security is a complicated monster to tackle, so it helps to think about it in really, really basic terms. Stuff comes in, stuff goes out. We have to assume that anything that comes from the user is dangerous, or tainted, and can’t be trusted in any way what so ever. We don’t even know for sure that the user is who they claim to be. Trust no-one. We also have to be 100% sure that anything we send back to the user is safe, un-tainted, and uncompromising. You don’t want to send dodgy scripts to your users, and neither do you want to send back valuable clues to the inner workings of your code. This is not meant to be an all-encompassing guide to preventing attacks, but instead a set of guidelines to writing applications in secure way.

Minimise

The first rule is this. Minimise areas that accept input from the request, and minimise areas that send response. Sanitisation and validation should be the first thing you perform on data received and the last thing before you return it. Following a sensible architecture such as the Model View Controller approach separates data received by the Controller area and data returned to the View. This will make your life far simpler when you start tackling such issues. This applies to all forms of input (form data, querystrings and cookies) and all forms of output (HTML, redirect, file download).

Validate

A commonly overlooked validation is confirming the data has been intensionally sent from the user. There’s nothing to stop a 3rd party website posting to your website, so it doesn’t matter how secure your login form is, the posted data could be coming from any of the dodgy websites your user has open. An easy solution is to use a random key as part of every posted form, unique to the users session. This way you can easily verify the form has been posted from a tightly controlled page you served to your user. It’s not enough to look at referrer headers, because these are easily faked. ASP.Net web forms, to their credit, do this by default.

Use White-lists over Black-lists. Lets say for example you’re validating a phone number, you don’t specifiy every non-digit character you want to remove, you strip everything that isn’t 0-9. A little too obvious? The same applies to the classic script tag. If you start trying to remove every form of <script> tag, you’ll end up playing catch-up against tricks using <img>, <body> and clever encoding. If allowing any kind of HTML through is necessary, you’d better be damned sure who submitted it and who is going to be able to see it.

Storage

So you’ve received your data, it looks pretty good. Whatcha gonna do with it? If it’s heading towards a database, you can’t be too careful. Escape it, or better yet use parameterised queries. If it’s the file system that your data is ending up, put it somewhere sensible. Ideally, this would be somewhere outside of your webroot, or in a protected folder. Whatever happens, you don’t want anything here directly accessible or executable. Just to be sure.

Responses

OK, so we’re sending a response. Just because the data we received passed our tried-and-tested validations doesn’t mean it’s safe to send back to the user. We HTML encode everything, unless absolutely necessary. If it’s plain text, fairly straight forward. If you’re putting suspect data into an HTML attribute, it might be an idea to verfify the format. If you think you’re outputting an SRC or HREF, check it at least looks like a path. If your response happens to be a redirect, double check nothing funny is going on with the URL. If your response is a (serious) error, make it look friendly, but don’t give away exactly what went wrong. If you want to send them a file, attaching it and manually setting the MIME type is more controlled to simply pointing them at the file.

This is not intended as a set of golden rules, rather a few key points to help you think about the code you write. Most new forms of injection and hackery are just clever ways of attacking poor code. Writing sensible code will keep you one step ahead of such attacks.

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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?

In many situations the decision to develop in-house or outsource is not down to you. Either an internal team already exists, or you are forced to outsource because you cannot fund in-house staff. However, occasionally you will have a choice. How do you decide between developing your website in-house or outsourcing to an external agency?

Lets take a moment to compare the choices.

Illustration of two people holding placards. One reads 'Vote for IN' the other reads 'Vote for OUT'

Using an in-house team

Using in-house staff provides a number of benefits…

  • Internal teams are more cost effective for long-term projects and ongoing maintenance.
  • Because in-house teams work within the business they can understand organizational objectives and target audience, better than an external agency.
  • An internal team is committed to evolving the website over time. They are constantly looking for ways to improve the site.
  • An in-house team is able to promote the website internally and ensure it does not become neglected.
  • Because an internal team is not juggling multiple clients they can (if well managed) be more responsive than an external agency.

Outsourcing to a web design agency

However, outsourcing can also bring some substantial benefits…

  • Outsourcing is more cost effective for short projects where the expenses of hiring, salary, training and equipment would be prohibitive for an in-house team.
  • An external agency brings a fresh perspective that institutionalized in-house teams cannot offer.
  • External agencies have a broader perspective of the whole industry, rather than what is happening within a single company.
  • An external agency needs to constantly ensure it is cutting-edge to stay competitive. This ensures that the quality of work is consistently high.
  • Because external agencies tend to be larger than in house teams they have more specialized and highly skilled staff.

The choice

There are good reasons to go with either approach. It comes down to two things, the length of the project and the funding available. If your website needs constant development and will evolve on an ongoing basis then an in-house team may be more appropriate. Of course, supporting an in-house team can be expensive. There are the initial costs of recruitment and equipment, as well as the ongoing expenses of salary and training. For shorter development projects the benefits and cost savings of outsourcing may outweigh the convenience of an in-house team.

In reality, the decision isn’t between internal or external. There is no reason why you cannot combine both approaches. For example, an external agency could be used for development work while ongoing maintenance could be handled by an internal web editor. Equally, you could do the bulk of development internally, but bring in external agencies for specialist work such as search engine optimization or user testing. This hybrid approach works well because it combines the strengths of both in-house and external.

This is an extract from Paul’s book – The Website Owners Manual

160. Education, Education, Education

On this week’s show: We speak to Aarron Walter about teaching web standards. Ryan Carson starts a series on web applications and Paul talks about remote user testing.

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Housekeeping

A couple of quick pieces of housekeeping to kick off with…

  • Huge thanks to Ryan Taylor, Paul Stanton and Sarah Parmenter who did a stellar job standing in for myself and Marcus on last week’s show. They were actually far too good and I have already started receiving requests that they become the permanent hosts! Anyway, if you didn’t hear last week’s show then make a point of downloading it.
  • My second piece of housekeeping is a quick plug for Bamboo Juice, a grass roots conference taking place in Cornwall on the 24th April. Myself and Jeremy Keith are just two of the speakers in what will be a packed day. It’s so good to see smaller conferences like this springing up outside of London and so I would encourage as many of you as possible to attend. Best of all its only £99 (£79 for Boagworld listeners!)

News

To be honest, what with SXSW and my week’s holiday I am feeling completely out of touch with the web design world. Fortunately, Mr Stanton is continually updating our twitter feed with juicy stories. I have therefore picked 4 that caught my eye.

How to create a great web design CV

Poor old Smashing Magazine. People do like to tease them (myself included), but they write some damn useful articles. A recent example that caught my eye was ‘How To Create A Great Web Design CV and Resume?‘.

This post is essentially two articles in one. It starts by asking 10 designers to design a hypothetical CV for a fictional individual. Each designer writes a short paragraph about their chosen approach and you get to look at some nice examples.

The second part of the post provides 10 useful tips for creating a great CV. Suggestions include…

  • Make it printable
  • Have a summary
  • Link to online projects
  • Show your personality
  • Keep it simple and understandable

For the complete list of tips read the whole post.

Its a good post, but I am not sure whether producing a ‘designed CV’ is entirely necessary for web designers. If I was hiring a print designer then I would expect a CV to look impressive. However, if I am recruiting a web designer I think I would be just as happy receiving a cleanly designed CV that links to a stunning portfolio website.

There are a lot of differences between designing for the web and print. It is possible to be good at one and not the other. Therefore, a printed CV doesn’t tell me much about a persons capability as a web designer. That said, a well designed CV isn’t going to hurt your cause!

Design: Make it Memorable

One tip that could have gone in the Smashing Magazine article, is to make your CV ‘memorable’ and not just ‘flashy’. This picks up on the theme of a post over at 37 Signals entitled Designers: Make it Memorable.

The post talks about the difference between making something visually appealing and actually memorable. Too many sites are impressive but fail to leave a lasting impression. At one point in the post the author writes…

I started to recall those amazing Flash Sites of the Day. You know those sites that get passed around via IM in your office on a slow day? Simply amazing design and programming. Problem is: I can’t for the life of me remember what those URLs were much less the company/product that was being featured! Isn’t that the point with those sites? That the impact should be profound so that you remember Product or Company X?

This is a lesson that all those involved in the web design process need to learn. Whether we are designers or website owners, we have a tendency towards thing that provide the wow factor. However, often it is the thing that makes us go wow we remember rather than the message being communicated.

Statistics and website owners

Our next article of the week is an ‘all too brief’ post on web stats entitled How to Sell Statistics to Clients.

The post focuses on a common problem – most website owners know they should be tracking website statistics, but don’t really know what they are looking for. In fact the author writes…

In my experience, the loudness or frequency of a person’s request for web statistics is inversely proportional to their understanding of them.

That has often been my experience too.

He goes on to identify three ways that we as web designers can help rectify this problem. These are:

  • Providing cheat sheets that help the client understand terms like ‘hits’ ‘page views’ and ‘unique users’.
  • Add web metrics training into the budget of your projects.
  • Provide summaries and reports for the client on key metrics such as conversion rates or sales.

To be honest this is a much bigger problem than can be covered in a short blog post. Too many website owners think that having Google Analytics will solve their statistics needs. However, having the data is not the same as understanding it. If this information is misread it can lead to bad decisions about the future development of a site.

Specialist vs. Generalist: Who Wins?

The final post this week is of interest to pretty much everybody who listens to this show. It asks which is better – the Specialist or the Generalist.

This is an important questions for both web designers and website owners. As web designers we need to know whether we should be specialising in a specific area of web design. It is important for our careers and our businesses.

As website owners we want to know whether the pain of dealing with multiple specialist suppliers is worth the increased expertise you would receive over a generalist.

It has to be said the article is written mainly from the web designers perspective. However, I think there are lessons to be learnt for all sides.

The post outlines the pros and cons of both approaches, but ultimately comes down on the fence when it says…

There are advantages to being in both groups, but I think the only way to be truly successful is by being a little of both. You can be a specialist, but in order to be able to develop a profitable business, you may need to be able to supplement your specialty services with some add-on services that may not be exactly in line with your focus.

Personally, I think it depends on how you define specialist. The type and level of specialisation can vary massively and the way you position yourself will define your success. For example, you may specialise in a certain discipline (e.g. Ruby on Rails development) or in a specific market (Higher Education).

Ultimately, whether you are a website owner seeking an agency or a web designer forging a career, it is all about balance.

As a web designer, if you specialise too much you will not find work. If you generalise you cannot differentiate yourself.

As a website owner you want a web designer who is enough of an expert to deliver an outstanding solution, but you do not want so many specialists that your project turns into a nightmare.

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Interview: Aarron Walter on Interact

Paul: Hello, and so joining me today is Aarron Walter. Good to have you on the show, Aarron.

Aarron: Thanks for having me.

Paul: And the reason we have Aarron on the show is because he is going to talk about a new initiative.. is ‘initiative’ the right word, Aarron?

Aarron: Yeah, yeah.

Paul: Let’s go with that. A new initiative from the web standards project, called Interact. Now, let’s kick off, Aarron, by maybe you telling our listeners a little bit about what Interact is.

Aarron: So, whilst Interact is an open curriculum framework, basically we’ve been recognising that the Web Standards Project has been around for a long time and we’ve done a lot of things to try to get standards into industry. And to a certain degree we’ve made some big triumphs in that respect, but there are still a lot of websites out there that aren’t following standards and people that are sort of behind. And we saw the Achilles heal as to why that’s not happening, as really, education. So, you know, our medium’s really young and it hasn’t really found it’s bearings with how we’re going to marry industry and education, so whilst Interact is a curriculum that has a series of courses that teach not only web standards, but best practices.

So there’s of course the stuff that you would expect from WaSP which is the front-end development courses that teach progressive enhancement and semantic markup and that sort of thing. But we have six learning tracks that include foundations; there’s a course in there that’s like an intro to internet concepts and how people can use the internet to teach themselves and use RSS, that sort of thing.

So there’s front end development, there’s a design track, there’s server side development, there’s user science and then there’s also professional practice. So what we’re trying to do is create a collection of courses that are very modular, to try to get these into schools. And we recognise that not every school is just going to take the entire curriculum and integrate that into their program. You know, if you’re a Computer Science program maybe you’ll take a course or two, if you’re a design program you’ll take a course or two, or even just grab the assignments or look at our competencies.

Each course is based on competencies, which are the things a student has to master before they can pass a course. And then the evaluation methods: So each course has assignments, it has exam questions, it has readings that come from Operas own web standards curriculum – we’ve been collaborating with them. It has textbooks, it has pretty much everything that an educator could need to teach a particular topic.

Paul: Okay, so is this something that is then aimed entirely at educators, or if somebody wanted to get into web design and they were trying to learn it in their spare time, could they just go to this and use it in isolation by themselves?

Aarron: To some degree, I guess they could, but Operas web standards curriculum is really learner-centric, so if you’re trying to teach yourself, that’s probably the place to go. But ours is very much focused on educators, because we feel like there’s a lot of great resources out there on the web if someone wants to teach themselves, but there’s not a lot of great stuff for educators to get stuff into their courses.

Paul: So, when you say ‘educators’, I mean what kind of level are we looking at here? Earlier you mentioned schools. Are we talking about school age, or are we talking about higher education? What are we covering here?

Aarron: I’d say our primary target is higher education, colleges, universities, even training programs to some degree. But we are also seeing some of our content in high schools as well and we’d like to see that more. Especially foundations courses like the web design one course or the internet fundamentals course. If students could go into college with a solid foundation, then they can start to focus more on "What can I do with these techniques?" than theory and concept.

Paul: So is this design to be fairly international or is it quite U.S centric in the way that it’s written.

Aarron: We want it to be very international and the people that have worked together on this are from lots of different places. We’ve got some folks in Europe, Canada and of course some folks in the U.S, so it is in an international group that’s coming together and we’re actually working with WaSPs ILG group – that’s the International Liaison Group. And we’re working on, this year one of our big goals is to try to get a lot of our content translated to different languages.

Paul: Okay, so there will be multiple language versions of all of this as well at some point?

Aarron: That’s the direction we’re heading, yes.

Paul: So, I mean, how did this come about in the sense of, you know, well, how did you get involved in it for a start and what was the motivation behind it?

Aarron: So, I’ve been teaching for the past ten years in different schools in the U.S and colleges and universities, but I’ve also been working in the industry as well. And I got on WaSPs mailing list, I just joined the mailing list and started to talk to some folks and then they invited me to join – it was a year ago, I guess it was at the very beginning of 2008 – and so I joined the education task force who created the Interact project. And basically there were ideas about the curriculum and I’d heard lots of people say "Yeah, what we really need is, you know, education’s way behind" and they’re happy to point fingers and "We need a curriculum", but it just never was really transpiring from anyone coming from the industry and so we kind of just decided we need to do this. And I’ve helped create curricula before as a faculty member at the Art Institute of Atlanta and so I had some ideas and we had a really great group of folks that are in the education task force – people that are educators and people that are experts from the industries. So, yeah.. actually South by South West was where this all started, which is pretty amazing, of course there are lots of great people there. So Glenda Sims, who’s one of the heads of WaSP these days introduced me to Chris Mills from Opera who was working on his project and we kind of had some drinks at the Geeks Club bowling event and we just kind of went crazy talking about these ideas. And Steph Troeth then Leslie Jensen-Inman and we all had these ideas, and then we just set a goal for ourselves in 2008 at South by South West and we said "In a years time, we’re gonna be back and we’re gonna have a curriculum." and that’s what we did. This year we launched our curriculum at South By.

Paul: That’s quite an impressive turnaround for the amount of information that’s in there. How did you draw everything together? Where did it all come from?

Aarron: Well, we met every week online and we talked and we established a course template, which really helped us. The stuff that we really needed to put in these foundation courses, we all know what needs to go in there. It’s just a matter of getting around the pedagogy or the educational part of it. So we developed a template for assignments, a template for a course and a template for learning modules which are basically like, you know, a teacher could teach a concept like let’s say, HTML forms in a weeks time. So we developed those templates and then from there we just assigned courses to different people and we used a wiki and we just met regularly and.. I gotta say, you don’t have to have a huge group to develop a curriculum.You just have to have a few people who really have their heart in it and.. we have some amazing folks, so..

Paul: So, what kind of response are you getting so far from H.E institutions? Are they interested in adopting it? If they are, how are they going to go about that, because, I mean, my impression is that it always takes forever to get a curriculum approved at a university or whatever. So I’m just interested in how that process is going.

Aarron: Yeah, education is.. one of it’s benefits is that it’s slow to move, so once it gets a solid foundation it keeps that solid, but you know, one of it’s drawbacks is that it’s slow to move. And so we’ve got some schools that are really excited about it and generally the folks that.. you know, it’s only been a couple of weeks that this has been live, we’ve got some folks that are really excited about it and those are folks that were kind of headed in the same direction themselves. So we’ve gotten some responses from schools in Europe and some schools in the United States that are interested in pulling some stuff in. And we have a school that’s looking at using a lot of our content right now. So we’re in the early stages of trying to get this out there. I think the easiest part is building the curriculum, because we know what needs to go in there. The hardest part is getting it into schools. So one of our strategies is to get the endorsements of folks in the industry, so we’ve gotten endorsements from Google, from Yahoo, from Adobe, from W3C, from Opera, from Mozilla – they’re all just super excited about what we’re doing and that sort of brand recognition can help us get our foot in the door with schools. And of course going out to conferences, we’ve got folks at the European Accessibility conference right now, talking about it, so we’re just trying to get out there and let people know.

Paul: Excellent. That sounds brilliant. I mean, I know that a lot of people that listen to the Boagworld podcast – there’s a large number of students that we’ve got listening and I often get complaints about this, that what they’re being taught at university bears no resemblance to what they’re hearing on this podcast. And I’m hoping that that’s because the podcast is right and the university is wrong and not the other way around. So if they’re listening to this and they’re getting really excited about it and, you know, they’ve gone to your website and they’re seeing the curriculum – I’ve got it on front of me now and it does look really exciting – how do they make this happen in their institution? What would you encourage them to do?

Aarron: So, this is the interesting thing – that so many of us have complained about a problem, but there aren’t a lot of people that will take that complaint and turn it into action. So if you’re a student or if you’re an educator what we need you to do is, there’s a page that’s called Advocate Standards (http://interact.webstandards.org/advocate/) – you can get to it from the homepage of http://interact.webstandards.org. It kind of just describes what standards are, why they’re relevant to you and we need people to share that information with their teachers, we need people to share just this website with their colleagues and show them the testimonials of the people who believe in this and want students to come out of schools with these skills. So we need people to act in a bottom-up sort of way, you know, grass roots. Take this to your classroom, take this to your teacher, take this department chair and just let him know. That’s the most powerful thing that people can do right now.

Paul: I mean, what I’m quite excited about from looking at this curriculum is that it contains a lot more than "Here’s how you code in X language" or whatever and even has got more in it than just design and user experience stuff. All this stuff about professional practices is very exciting too. Could you perhaps tell us a little bit about that?

Aarron: Yeah, so professional practice, we want people to not only get the concrete skills of "I can code a standard compliant page" or "I can construct a usable website", but we want people to be able to present their about their work and you know, be able to survive in a real career in the web. And so professional practices is going to have a series of courses to do that. We’ve got some pretty exciting ones that are coming up. There’s ‘writing for the web’ – it’s going to be a really cool one, that Alan Hussain from a List Apart is going to be creating. And we have a presentation course that’s coming down the line. So, we’ve got a number of those coming up.

Paul: That’s quite interesting, you just said something that I hadn’t grasped which is that there’s more to come here. That this isn’t the end of the line. It sounds like you’ve got lots more that you’re still developing. Is that right?

Aarron: Yeah. We call it a living curriculum, because you never write a curriculum and then you’re done. Especially in our industry, things change so fast. is what of course we’re going to be working on this year. Our design track is light right now and we want to try and address that ASAP, so we’ve got Dan Rubin and Ethan Marcott, are working together to create a foundation design course, that is specific to what web designers need to understand. And we also have Dan Mall is going to be helping us with a Flash course and Aral Balkan is also going to help us with some flash stuff too. We have a lot of stuff going on this year for new courses, so we hope next year at South By when we see everybody that we’ll have a brand new stack to add to Interact.

Paul: Excellent, so do you kind of envisage, from an institutional point of view that, like we were saying, it takes a long time for a curriculum to get approved and that part of the problem has always been that, by the time it’s approved it’s out of date, when it comes to the web. So is the idea that you’re going to get institutions to buy into the Interact curriculum in its evolving nature so that they always get the most up to date version of it. Is that the kind of plan? They’re not grasping one moment in time from it, if that makes sense?

Aarron: Yeah, exactly and we want to take some of the hard work out of being a teacher. I speak from experience, there’s so many things you have to keep track of and trying to keep pace with a lot of changing technologies and concepts, that’s hard on top of the umpteen other plates you’re spinning. So that’s exactly what’s going to happen, is that our courses, they’re not chiseled in stone, they’re published on the web, they’re in an expression engine and we’ll change those as they need to be changed. But that said, we need to strike a balance, because we can’t be chasing every new technology all the time, we have to evaluate and there has to be foundational concepts that remain steady. Separation of presentation and content, that’s steady foundation concept. But new technologies or techniques, they might change.

Paul: Okay, I mean, the whole area of education and web design is massively exciting and there’s so much going on at the moment in so many different fields. I mean, from your perspective, what else out there is really exciting you at the moment that you’re seeing.

Aarron: There’s so much, I just feel like last year that I just saw so many companies, organisations, individuals that, it seems that everyone just was pissed and they just walked out their house and they were headed in one direction until it was like everyone sort of meets up in one big mob. And so, what Opera’s doing, what Chris Mills has done with the 55 articles that he’s brought together and edited for Opera Web Standards Curriculum, that’s huge. Those are all rolled into WaSP Interact as our recommended reading, so that was fantastic. Yahoos Juku project, if you’ve heard of this it’s quite amazing. Nick Fogler, who’s the running Juku – Yahoo actually has a training program, where they bring students that are not employees, they’re not hiring them. They bring them in and they train them to be front end engineers over the course of a few months. And they’re doing it because they’re trying to solve this problem on their own. So, we’re talking with them about how they’re solving problems and looking to collaborate and discuss what we can learn from them. John Allsopp who runs Web Directions (the conference series), he brought myself and Chris Mills and Steph Troeth together with a number of other experts and we did Ed Directions, which was a day long workshop that taught teachers how to teach these concepts in their classroom. So there’s just so much stuff that’s happening right now and that’s just the tip of the iceberg.

Paul: Exciting stuff. It sounds like it’s a really good time and it’s great to have you on the show. How you manage to fit all of this in alongside earning a living too is quite beyond me, but it’s really good that so many people are volunteering and pitching in. That’s great. Okay, let’s get you back on the show, I guess in a years time and sees what’s changed. But thank you very much for coming in now and I will talk to you again soon. Thanks.

Aarron: Thanks for having me.

Thanks goes to Andrew Marquis for transcribing this interview.

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Listeners feedback:

We have two emails this week dealing with two totally unrelated subjects.

Remote user testing

Our first email is from Steve. He writes…

Catching up on past podcasts, I listened to the episode on User Testing (#150). A method I’ve used that I haven’t heard tossed around much is remote user testing using a screen sharing program like GoToMeeting.

I used this for usability testing of our Intranet and it has several advantages:

  • No need for people to come to central testing facility, or you to go to them.
  • The user is at their own computer, so more comfortable.
  • Ability to record the entire session (screen and audio) so others can look at it later.
  • Tester can conduct testing while in his underwear only (I didn’t do this, but you could.)

What do you think of this method?

Sounds interesting although it would not be my preferred approach.

It’s easy to become a snob when it comes to usability testing and so let me make it entirely clear – any usability testing is better than none.

If you have no budget for user testing, test on friends and family. If time is tight, test on a colleague sitting nearby.

In the same way, if you are having trouble arranging sessions then use Steve’s approach. Something is always better than nothing.

That said, I do have some concerns with remote testing. These include…

  • It sets a minimum bar of technical competency. A user has to be able to connect to the system in order to participate. I know this would have been beyond the capabilities of some test subjects I have worked with.
  • It is less personal. Face to face usability testing puts users much more at their ease and allows you to build a relationship that facilitates honest feedback.
  • It does not allow you to read non-visual signals. Users will often pull a face or shift their positions when they are frustrated. As a facilitator you need to be able to see these signals and ask what they mean.
  • You are not seeing exactly what the user is seeing. You can only see their screen. You cannot see other distractions such as TV in the background. You cannot see the position of their keyboard and mouse. You have a limited field of view.

My preferred approach is to test in people’s homes. Not only are the users more relaxed, you also get a unique glimpse into their world. You see where they access the web, you learn about their home environment and even gain a better understanding of their character.

However, we do not always live in a perfect world and so would definitely use remote testing if better options were not available.

Finding a job

Our second email is a rather despondent one from Andrew…

I have one question, In the past you’ve talked about hiring new for staff, but as far as I can tell you’ve never discussed how to look for a job. I’m currently looking for a career in the industry, but I can’t get a resume to any company or even talk to someone of said company. Almost all the businesses I’ve approached (or at least tried to) either work from home, are no longer at that address, or no longer in business, and actually are just freelancers. And when I find a job posting online its for someone far more experienced then I am. I’m completely demoralized.

You have my sympathy Andrew and I have to say its a tough time to to break into any new sector including web design.

I am also probably not the best person to answer this question. I have been completely unemployable for some time now due to my ill defined skillset and opinionated character :)

So, I am going to try something different with this question. If you have some advice for Andrew, post a comment below. That way we can get the Boagworld community helping each other.

In the meantime here are a few random ideas from me…

  • Give up on the cold calling technique. Randomly contacting agencies is largely a waste of time. You have to get amazingly lucky to contact an agency who happens to be currently recruiting.
  • Try for an internship. Admittedly you will not get paid, but it is a foot in the door. You get a chance to improve your skills and also get to know the people in the industry within your area.
  • Be willing to move. There are jobs out there but they are often further a field.
  • Put yourself in a neat little box. Potential employers need to know what you do. Are you a designer, a coder or a server side developer? Companies don’t know what to do with people who know a bit about everything.
  • Start networking. The best place to find job opportunities is by attending conferences and meetups. Even if you cannot afford the conference itself, turn up at the parties and stand in the halls. Just get yourself out there.
  • Register with recruitment agencies. As an employer I hate recruitment agencies because they cost me money. However, we do still sometimes use them and it doesn’t cost you anything to be listed with them.
  • Ensure your website is perfect. The first thing I do when I look at a potential employee is check out their website. Their site has to be outstanding. It needs to look amazing, be well coded and rich with great content that demonstrates a passion for the web.

Hopefully that helps Andrew and keep an eye on the comments for more advice.

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Series: Building A Better Web Application by Ryan Carson

Ryan Carson: Hi I am founder of Carsonified a small web company in Bath, England. I am an American as you can probably tell, as for living in England I have been here about nine years. So a little bit of history about us real quick so you know who I am. I have a computer science degree and I have been involved in building four web apps and we are building a fifth truvay.com which will be released later in 2009, and we have sold two of our webapps dropsend.com and heyamigo.net. So the stuff that I am going to share with you today are lessons I have learnt the hard way basically as we have built web apps.

So the first thing I want to talk about is the Admin area that you will build for your web app. What a lot of people don’t know is that the Admin area is really the key to good customer service. If you haven’t enabled really easy customer service then it makes it hard to actually please your customers when they have problems so the first one to make sure you build into your admin for your web app are one click refunds so if someone calls and complains and says hey I am having trouble this month I am really frustrated please help you want to be able to just go into the admin do a search for their email address, their name or their company or anything and bam one click and refund their last invoice and what this does is it gives you, it gives you the ability to just make them happy right away. With a lot of web apps these days on recurring billing you will probably be charging people 5,10,15, $20 a month so losing that amount of revenue in return for really making a customer happy is super important. So make that easy for yourself to refund that money.

The second thing I would make it easy to do is have one click password reset that automatically sends out email with the new password, so with Dropsend it was really hard to reset people’s passwords and that was the number one request people had problems with, they couldn’t remember their password. So if I was to do it again what I would do is I would actually build the admin so I could forward an email from somebody presuming they had sent it from the email address of the account, forward it into Dropsend or the admin and it would automatically know that what it needed to do is reset the password for that email and then it sends out a new one so literally you do not even have to visit the admin area to reset someone’s password you just forward an email that would be amazing, so that’s the way I would do it next time.

The next thing I would do is also doing a one-click resend invoice. So a lot of people they don’t understand they can go into their "My Account" area of a web app to see their past invoices and what they will do is they will just email you and say hey you know I need last month’s invoice. If it is hard for you to find that or send that it is going to make you less likely to help that person so I would do a search on the email address show a list of invoices bam one click and it emails them a pdf version of the invoice. That’s another, that leads me onto another area that I would like to talk about that is invoicing. If you are doing recurring billing sort of every month billing your customers make sure that you are not re-inventing the wheel I would recommend a web app called Spreedly.com and what it is basically it is a web service for recurring billing they have done all the hard work, written all the code, the code for the Dropsend recurring billing was at least I think 1200 lines of PHP and it was good solid code but it was really hard and painful to write. So I would recommend don’t re-invent the wheel use a service like Spreedly because it is making calls to an API if later you decide you don’t want to use a service like Spreedly any more that layer has been abstracted out so you could replace it with your own billing system or another one and it won’t kill you, but I would say hands down don’t rebuild reoccurring billing it is a real pain in the ass.

The last tip I would say about your admin area is make sure that it is easy to give your customers credits. you want to be able to login search for an email address and just give them, hey I want to give them five bucks towards next month, ten bucks just to make them happy and you will have lots of happy customers. So that is my five minutes of tips, thanks Paul for letting me be a part of this. Take care Bye.

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159. Special Guest

On this week’s show: The northerners are back with special guest host Sarah Parmenter.

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On this week’s show: The northerners are back with special guest host Sarah Parmenter. We answer your questions on how to quote for projects and whether using off-the-shelf software is wrong and we have a chat with Sarah on her experiences in the industry and the difference between developing for clients and developing for yourself.

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News

Alkaline

Our first story for is a new product by the guys over at Litmus, you may have come across their Browser and Email testing apps before and they’ve just released a new Mac app called Alkaline, this is a Mac front-end to their online browser testing suite and lets you test your website designs across not only 17 different Windows browsers which they mention on the site, but also all of the Mac and Linux browsers that the online Litmus services test against.

Alkaline grabs screenshots of your site rendered in all major browsers, the number of which depends on your chosen pricing plan, It’s free to test against IE7 and FF2 and if you need to test across all browsers, it’s available under the standard Litmus pricing plan which offers both individual and team monthly subscriptions, and a handy day-pass if you only do this kind of testing every now & then. Litmus also stores a history of your screenshots so you can see the evolution of your design and also reports your HTML and CSS errors.

There’s plugins available for Textmate and Coda, and you can preview the sites right inside Coda 1.6’s preview window, however because Alkaline grabs screenshots of your pages it’s not possible to do any live updating of CSS and see the results in all browsers.

Paul at Litmus also informed me that throughout April, they’re offering full access to the Litmus service for free on Weekends, so on Saturday and Sunday you can test across all the browsers (using Alkaline or the Litmus site) and all the email clients, even if you only have a free account.

16 design tools for prototyping and wireframing

It’s no secret that prototyping or wireframing can really help in the overall design process, and there’s now a wide range of tools on the market that aim to help you in this process. A recent Sitepoint article lists 16 of these tools and rates their usefulness.

The list of tools is good, convering favourites such as Omnigraffle, Axure and Balsamiq to other applications which can be used to wireframe such as Powerpoint or Keynote. If you’ve not looked into these kind of apps before then do check it out, they also lists the price of the apps so you’re sure to find something within your budget.

10 Lessons every freelancer should learn

If I remember rightly, I came across this link from one of the people I follow on Twitter and it covers some killer tips on how to be a better freelancer, covering everything from self promotion, organising your workflow, finding time for your own projects, keeping motivated and how to charge appropriately, this is a must-read for anyone considering freelancing, or indeed those already in the freelance world.

Some great tips come in the way of keeping customers happy and generating repeat business and I’d like to squeeze in a forth link here to another Sitepoint article (sorry) which covers how to upsell additional services to clients as a freelancer you should be looking at maximising the amount of money you can make from each project through added services, whether it’s packaged services such as hosting, logo design or business cards.

I don’t really freelance but I do manage a couple of small sites I built on a freelance basis, and I get recurring revenue by hosting them on a small reseller account. I’ve also been able to tempt the customers into paying for a years hosting rather than a monthly cost by rounding the amount down to an even figure, which while it’s only a couple of pounds cheaper, always got chosen.

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Interview: Sarah Parmenter on the difference between developing for clients and developing for yourself

Ryan: OK, so onto our interview section and what we are going to do today is an off-the-cuff interview with you, Sarah, er, so for people who don’t know who you are, er, do you want to introduce yourself.

Sarah: Sure, my name’s Sarah, I’m based in Leigh On Sea in sunny old Essex and I own a company called ‘You Know Who Design‘ that’s been going for about nearly seven years now, um, and I just do web development and sometimes I dabble in a bit of graphic design. Um, when I started off when I was younger, it was more graphic design than web but now it’s purely web and, er, yeah, it’s what I love doing.

Ryan: Right, OK, and we think a good topic to have a chat with you about would be the difference between developing for clients and developing for yourself.

Sarah: Yup

Ryan: So, er, let’s start off. Do you give yourself time to work on personal projects?

Sarah: I do, but not as much as other people do; whenever I see on Twitter, there’s a lot of people who have a lot of personal projects on the go and it generally tens to be on a Friday as well (all laugh), you see Twitter on a Friday, generally full of people, um, doing their own stuff but I tend to, if I’m doing something I tend to, maybe, give myself a couple of hours if I’ve got a spare, if I’m waiting for a client to get back to me on something and I can’t proceed with anything. I put client work first, and I don’t know if that’s a good thing or a bad thing, but that’s the thing that pays the bills, so, um, they always come first and if I’ve got a bit of downtime, I’ve always got projects that I want to work on, but possibly haven’t got the amount of time to dedicate to them as I’d like. I think it’s probably the case with everyone.

Sarah: Yeah, absolutely. You get some time, don’t you, through work?

Paul: Er, well we did sweet talk our boss into giving us 5% time, which was supposed to be like Google’s 20% time, where they get a whole day to work on personal projects, if it benefits the company.

Sarah: Really?

Paul: Yeah, well we got, like an afternoon on a Friday, which is kind of sidelined at the moment.

Ryan: To spend in the pub (laughs)

Paul: That’s personal projects, I’m sure. No, it’s kind of sidelined at the moment, we’ve got some major projects on which are taking up all our time with some heavy deadlines, so we’ve had to shuffle that. Hopefully we’ll start to get that back over the summer and work on some cool stuff instead of the business stuff.

Sarah: I think it’s rea
lly difficult, because obviously your client stuff does have to come first, and even if you’ve dedicated an afternoon or a couple of hours, if something comes up that morning, or if you’ve got a problem that needs sorting, unfortunately, it’s just the way it is, your client work has got to come first.

Paul: Yeah, pays the bills.

Sarah: I mean, a lot of personal projects, a lot of people’s personal projects, do end up very lucrative for them, and you could argue that it’s just as lucrative to just go along with your own personal projects, but I think in general, most people would find that their client work would, er, would have to come first.

Paul: We’re trying to convince our boss to let us build, er, an iPhone app

Sarah: Really?

Paul: and sell it on the app store. He’s not having none of it, because we’ve told him we all need iPhones to test it on, he just won’t buy them for us.

Ryan: and a mac to develop on

Paul: a Mac to develop on, yeah. For some reason, he’s not warming to the idea.

Ryan: he can’t understand the thirty grand, you know, outlay to…

Paul: We’ll easily make that in a day on the app store (all laugh), I keep telling him this.

Sarah: the app store!

Paul: Yeah, the app’s 50p, you know…

Ryan: Er, completely sidetracked there, erm. What differences do you find, er, between developing for clients and developing for yourself? What major differences do you find?

Sarah: I find, when I’m doing stuff for myself, I’m actually a lot less decisive on stuff. I sort of, because I’m immersed in, maybe my own branding, or sometimes it’s really good to look at it from an outsider’s point of view. If you’re doing stuff for clients, I think sometimes it’s easier to look at stuff and go ‘well, that needs to go there and that needs to be there to catch someone’s attention’ or you need to move that or make that a different colour, and when it’s your own stuff I think you tend to be either really creative and you don’t really care if you get stuff wrong, or if, do you know what I mean? It’s more, sort of… the boundaries aren’t there, you’re not time-constrained, there’s no brief, you just go off on one, doing whatever you want, whereas with client stuff, there tends to be a bit more, erm, what’s the word, consistency across everything, and I find, personally, when I’m doing my personal stuff, I could sit in front of Photoshop pushing something from the left-hand side of the screen to the right-hand side of the screen for two hours, wondering whether it looks right or not, whereas if it’s a client site, I think ‘right, I have to make a decision on this – where would this go, or where would it be best placed, and you make a decision and you move on, because otherwise the more time you, you take going backwards and forwards is, er, less money that you’re earning, so I think I tend to be more decisive with client work and with my own I tend to be a bit more, erm, easy-going and, er, possibly a bit more creative, in the sense of trying things that I haven’t tried before. Erm, yeah, I think it’s just good to be (pause – all laugh).

Paul: I think personal projects give you time to play with the stuff that you wouldn’t normally risk putting into a client’s site, things that might take you a week to figure out.

Sarah: That’s what I, sorry a man just walked past my window in a pair of shorts, as I was answering that question, which completely put me off,

Ryan: Was it an ugly man, or a good-looking man?

Sarah: No, he was an old man.

Ryan: Oh, right. OK

Sarah: I wondered if he had dementia or something, and he thought it was summer.

Paul: Was he in just a pair of shorts?

Sarah: Yeah

Ryan: A pair of shorts and a smile?

Sarah: No, and a newspaper.

Paul: Strategically placed.

Sarah: It just completely sidetracked my thinking pattern, then.

Paul: That’s OK.

Sarah: Oh, sorry.

Ryan: Where were we? So, which do you prefer, developing for clients, because obviously you’re doing that every day, or do you prefer developing for yourself?

Sarah: I actually prefer developing for clients, erm. I prefer getting a brief and thinking ‘right, how can I best interpret this brief, and get the objectives that they want, er, they want to get out of this website, how can I do that in the best possible way?’ Whereas, I think that when you do stuff for yourself, you don’t necessarily write down a brief as strict as you’d get when a client is sending through something. So, I, I actually prefer developing for clients, I really like, I don’t, I really like doing all the end, getting to the end product with a client. I think I get more satisfaction out of that than I do when I’ve done it for myself, because I still look at it in a very critical point of view, I still think, ‘oh well, maybe I could make those buttons a slightly different hint of green and it will look better’; whereas, with client stuff I think it’s just all about decision making, I think you tend to make more decisive decisions with client work than you do with your own. You think of your own as an ever-ongoing project that you can forever tweak and make changes to, whereas with client stuff you, once it’s live, it’s pretty much. You might get to update…

Ryan: Yeah, it’s difficult to come back, isn’t it?

Sarah: Yeah. Exactly. So I much prefer developing for clients, when they’re nice clients!

Ryan: Yes, we only like the nice clients.

Sarah: Yes, we all like nice clients.

Ryan: But do you think personal development time is important, do you think it’s important to develop your own projects?

Sarah: Yeah, I do I think it’s important from the sense of being, when I personally do lots of my own stuff, I find that I tend to be a bit more, erm, creative, in the sense of I’ll try stuff that I might think ‘oh, that’ll look awful, I won’t bother doing that for a client site’, but I might try it and actually surprise myself and think ‘oh no, actually, that’s a really good technique to use’ or do something a bit different because you’re not constrained by time when you’re doing stuff for yourself, necessarily. But I think, I do think it’s really important to do your own, your own thing, because I think it’s also a learning curve, you might try out different systems to use, you might decide to learn something, you might decide to use something like, if you’ve never used WordPress, you might decide to go and bolt WordPress onto your site just to see how you get on with it, you might try different apps. I think it’s important, because it frees the mind to use other things that you might not necessarily get to use when you’re in an office environment or, or perhaps even day to day because you don’t have the time to learn it, so I do think it’s important, but I don’t think it’s the, er, the be all and end all of everything.

Ryan: I think, er, a good tie-in question, not specifically about developing for clients and, er, yourself. Erm, keeping it with blogs and stuff, do you allot yourself a, like, time to read your feeds and, er, things like that, and to keep up with them, because I’ve been so busy in the last two weeks, my feeds have just gone like – you know when Google Reader says ’1000+’ and that’s it, it’s just stopped counting, it’s gone ‘look man, give up on these feeds, you’ve passed a thousand.’

Paul: You need to declare feed bankruptcy, I think.

Sarah: I tend to do this really annoying thing, where if someone posts a good link on Twitter, I’ll open it up in a browser window in a tab, and then if someone else posts, I’ll open that in another browser tab, so I’ve got about 100 tabs open in Firefox that I never get round to, to looking at, which slows the whole thing down and end up having to then bookmark them in a little folder called ‘Interesting Links’, that I never get around to reading.

Ryan: When you look back, they’re four years old and completely out of date.

Sarah: Yeah.

Paul: The shocking thing, because I do the research for the, the Boagworld news and push it all through the links, I probably churn through 150-200 feeds a day (Sarah: gasp), which is so many feeds that I haven’t got time to read them, which is shocking; I get so much information, so many good things that I’m pushing out to other people, that I just don’t have time to read them, there’s too much information.

Sarah: Do you skim-read them?

Paul: I do, I skim-read, I usually read the first few paragraphs, just to see what the article was about, clip out the interesting bits of text for the previews and then send it on it’s merry way out of Twitter and then I’ve written a function that, every time someone clicks a link on Twitter, it kind of lets me know, tracks back and so I can see, right, which… and I watch it, I’ve got live stats and streaming on one of the spare monitors, so as this link goes out onto Twitter, I can see it being read, so I can actually what’s actually what the people are reading, what’s been interesting that way, instead of me thinking ‘that’s genius, we’ll use that on the show’. It’s actually kind of crowd-sourcing information like this.

Sarah: Yeah, that’s a better way of doing it, isn’t it? It’s more productive.

Paul: Yeah, but I do the same, it’s like something I really want to read, I’ll open it in a tab and I’ve got the permatabs thing on Firefox, so I’ll set it so that I can’t delete it until I’ve read through it, but usually it just ends up there for weeks.

Ryan: I tag them in Delicious, so I’ve got like tutorials and stuff that I think ‘oh, that looks fantastic’ and I’ve got a ‘to try’ thing, which is slowly increasing in number and I never sit down and have a go through the tutorials or anything like that.

Paul: Yeah, I think the key is to follow a few key, key things and not try and follow too much information, and then just look at what everyone else around you, the people that you respect, in what they’re sending out and try not to get overwhelmed because there’s a lot of information out there.

Sarah: Dead right, there’s so many, it seems to be a new thing on Twitter to actually post those sort of links, day in, day out, which is really handy because there’s a lot of people who have a lot of good stuff on Twitter.

Paul: Oh twitter.com/boaglinks is the premier source of all this information, of course.

Sarah: Of course! (all laugh)

Ryan: Er, OK, so I think the final question to you, then Sarah, is, erm, what inspires you to pursue your personal projects?

Sarah: Erm, oh, that’s a difficult one. I kind of get inspired in strange places, when I came back from the Future of Web Design and Future of Web Apps, I kind of get inspired by other people, not necessarily the apps that they’re producing, or work that other people are producing, but I sort of feed off other people’s energy, strangely. If other people come away from something really, erm, excited about something, I tend to think ‘oh, yeah, that sounds like a good, like when Adobe Air came out, that was a kind of a buzz around that for a while and it got me thinking ‘um, what can you develop with that that would, you know, might be interesting to other people or that other, that other web designers might want to use?’ but that’s kind of what happened with my own app, Olive, it’s kind of on the backburner at the moment, but there was a problem that came up at work and it was coming up time and time again and I thought ‘there must be something out there that actually addresses this issue of, of erm, client management, so went around, couldn’t find anything and then ended up building it, and it was actually built more for me, rather than other people and when I sent it out to a few people, they really liked, and got into using it and, erm, it’s just kind of handy if you build something that’s, that’s great for you, but equally other people find interesting as well. It’s, erm, it’s a win-win, really. I mean, I use it all the time, and there’s other people who do as well, bu
t at the moment it’s, er, needs a lot of updating, because I’ve been so busy with client stuff, but maybe I should have put that first, but clients pay the bills unfortunately.

Ryan: Absolutely, absolutely. I think I, erm, I think I overthink things, so I think to myself ‘oh, I’d love, love for this to exist’ and then I think to myself ‘I could spend the next three years developing that’ and, and someone would do it better than me, you know and just finding time as well.

Paul: Yeah, I think it’s right what Sarah says, you’ve got to scratch your own itch, you’ve got to find something that you would want to use so much that you would spend that amount of time to build it, and then if it’s for you, it doesn’t really matter that much if no one else wants to use it because it does something that you want it to do.

Sarah: Exactly.

Paul: And it’s a learning process, you can choose any language. If you want to learn a new language, if you want to learn Django or Python or something, you could build it in that, just to learn that language, erm, and then send it out in the world, see if people use it.

Sarah: Exactly, that’s kind of what happened. I was learning quite a bit about Ruby at the time, because Olive, Olive’s built on the Ruby on Rails platform and it was so interesting just to get an insight into how different developing with Ruby is compared to PHP. That was just worth it in it’s own right, really because I find that I learn much better with real world examples rather than looking at a load of code. I find that if, if I ever get something like that, I have to take it apart, almost, and then try and work out how to put it all back together so that it works. I think I learn better by doing that and a lot of people do. If you going on to any of the tutorial sites now, there tends to be a lean towards developing an app or something small; I think on the Nettuts at the moment, website – do you guys know that one?

Ryan: Er, yes.

Paul: Yes, ah the Nettuts, oh yeah.

Sarah: Yeah, there’s a, there’s a sway towards actually building like login systems from scratch and things like that on there, where it’s actually showing you the code and then showing you how it works in real world situations which I think is really good, for me, I don’t know about you two, but I personally prefer picking stuff apart (laughs).

Paul: Yeah, absolutely. I usually start at the very lowest common denominator, like a user access system, and I’m learning CakePHP now which is, kind of a Ruby clone for PHP and instead of using their in-build methods which will do it all for you with build this, just write these classes and it’s like ‘No, it’s like the most basic thing I can do in this language, let me learn how to do it’, and I’ll learn that way.

Sarah: Yeah, yeah, that’s, I think when, erm, when I looked at using Ruby for, er, for Olive, I didn’t build it, it was built by a guy, a brilliant guy, Adam Cooke, but I was still really interested to know how it would work and how Ruby is different and the first thing I did was built a, erm, a basic recipe, sort of database thing with, it was off of a tutorial site and I think it’s great if it gives you just a little bit of insight into something that you might not have already realised or known about building your own stuff, then I think you have that sort of passion to go forward with it, you have that confidence to then think ‘oh, well I’ve done that tiny thing, maybe I can do something else with it. Whereas, if you’re doing it for clients, you don’t, you wouldn’t really venture into using another programming language that you weren’t comfortable with on a client site, unless you were a bit silly.

Ryan: Absolutely, absolutely. Paul told me a really funny thing, in between, er, when he told me he was learning CakePHP. He said, I’m trying to remember what it was that you told me, it was ‘if Ruby’s French, CakePHP is French with an English accent’

Paul: Yeah, its kind of the same, just not quite as elegant.

Ryan: Yeah, I thought that was fantastic, that was so fantastic, I made it into, I have some rotating quotes on my web-site, and that made it into my quotes, that was fantastic.

Much thanks goes to Simon Douglas for transcribing this interview so quickly!

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Listeners Questions:

Is Using Off-The-Shelf Software Wrong?

Jon Writes:

I guess my question is about the use of off-the-shelf software. I must admit I feel slightly uncomfortable using it at all. As a decent sized agency of 9 people, with our own very capable developers, I can’t escape the nagging feeling that we are “cheating” slightly by using an off-the-shelf platform at all. Although we adhere strictly to licensing requirements, most of our customers do not know that their stores are powered by what is essentially a ready made system, which we then skin, configure and populate.

What are your views about off-the-shelf stuff and the pros and cons of using it on client work?

Thanks and keep up the good work!

I think the main source of your discomfort is the fact that your clients don’t know you are using off-the-shelf software for their projects, which raises the question why not?

Your clients have approached you to provide them with a service they cannot perform themselves. Whether that is building a system from scratch or integrating and customizing an third-party system to meet their needs, you are still the expert.

There are very powerful off-the-shelf e-commerce systems, blog engines and CMS’s that should be thought of as weapons in your arsenal rather than “cheating”. Explaining to your clients why you are going to use a particular system for their project can be hugely beneficial. It shows that you don’t want to waist their time and money re-inventing the wheel.

Therefore, the pro’s are:

  • It meets there project aims
  • You are experienced with the system
  • It’s supported by a third-party team of developers who are dedicated to that one product and includes a vast community of other users who support each other
  • It can be implemented in a shorter period of time than building from scratch (i.e. cheaper for the client all round)
  • It’s a tried and tested system (You could even give your client a list of other successful companies that are using it)
  • It is also more than likely that a third-party product that has been around for several years is a more reliable and robust system than the one you develop in a couple of months.

That said there are always inherent risks in using anything third-party, whether it be API’s, frameworks, libraries or software and I have a general rule of thumb that I try to always adhere
to:

Don’t implement something you don’t understand!

If it breaks, it costs you time and money to fix the problem, and that’s once you’ve diagnosed what that problem is. The longer it takes you to fix the higher the risk that your client is going to lose confidence in your ability to deliver.

So take the time to do some dissecting and learn how to use your tools as fully as you can prior to implementation.

How do you price and quote different projects?

Jamie who’s just started up his own web development company is having trouble working out how to price and quote different projects and wonders if we have any tips that we’ve found helpful when quoting for clients?

One of the hardest things when starting out, and even for established businesses is finding your feet with pricing. I think the biggest lesson I learnt is not to under-quote just to gain the business, even though you are in need of clients. It makes no business sense to work for peanuts, you’re better holding off for a client who respects the work you do and pays honestly for that work rather than being a design machine churning out work just to make ends meet.

The other important thing I learnt in my first year of business is, clients who barter with your prices are generally bad news. We’ve all heard it, “if you can do this one at x-amount we have plenty of other work in the pipeline we want to use you for” – while this sounds tempting, 9 times out of 10 the promise of the further work never comes off, even if it does they would normally expect further work at the “cheap” price they paid you before, as you accepted it so you must be happy to work for that right? Wrong.

I always find it helpful to ask the client for a ballpark figure prior to laying out the full proposal, this negates you wasting time putting together the proposal of cost plus terms and conditions only to find the client wants to build ebay on a budget of £300.

I also find ballpark figures helpful because I find it easier to provide the client with options, even if they have a relatively small budget there is normally still something you can do, even if it is very basic – but it gives you a starting block to explain if their budget was a bigger they could bolt on a CMS system or have a better shopping cart, then explain the benefits of those. You’d be suprised how much the budgets are then increased by.

It’s all about providing the client with the best solution for their project at the end of the day, and if you think the best solution would be bolting on Expression Engine or the like, you need to give the client the choice to do this and expand their budget if necessary rather than cut them out of the equation because of it, it’s all about educating the client.

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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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10 ways to Battle Site Bureaucracy

Running a large institutional website is frustrating. Your site is often held back by internal politics and bureaucracy. Let me show you 10 ways to cut through the crap and get results.

My recent post ‘10 harsh truths about corporate websites‘ generated a huge number of comments both on my own blog and on Smashing Magazine. I seemed to tap into an undercurrent of frustration that exists within the industry.

However, although there was a lot of agreement about the points I raised, there was also resignation. There was a feeling that little could be done to overcome these problems because institutional websites are too entrenched in bureaucracy and politics.

Although I can sympathise with this position and have myself suffered from the problem, I am not one to give up! Over the last decade of working on these sites, I have developed a number of techniques which (sometimes) help to smooth their evolution. Hopefully they will help you too.

1. Educate and inform

At the heart of any technique for dealing with politics and bureaucracy has to be education.

Although there are occasions when people are just ‘trying to be difficult’, in most cases their objections are based on ignorance.

You cannot expect people to be as knowledgeable as you about the web. If you want people to make informed, sensible decisions you must educate them.

Education is also not just about giving them the background to a specific decision so they understand ‘why you are right’. It is about increasing your organisations general understanding of the web.

Run workshops, publish email newsletters, do anything that informs people about the latest web innovations. Increasingly I am invited into organisations to run short seminars on everything from accessibility to facebook! This kind of ongoing education means people are better informed when tough decisions need to be made.

2. Hold stakeholder interviews

One technique that we find very effective at Headscape are stakeholder interviews.

Stakeholder interviews involves meeting individually with anybody who has a ‘stake’ (interest) in the website. This is typically members of the marketing and IT teams, as well as departmental heads and senior management. However it should also include suppliers, customers and users of your website.

These one-to-one meetings provide two opportunities…

  • Requirements gathering – It is easy for website owners to live in isolated bubbles, separate from the rest of the organisation. These meetings provide an opportunity to understand the real needs and objectives of others within the business. It will highlight ways that your website can help, which you might not have previously considered.
  • To be inclusive – Stakeholder interviews offer a ‘political benefit’ as well. By meeting with people individually they feel included in the process. They feel their opinions are valued and listened to (which they should be!). People are much less likely to object if they have been consulted before a decision is reached.

People often complain about the website in stakeholder interviews. Allow them to do this and avoid becoming defensive. They will feel more favourably towards you and your website, if you listen to their concerns. We all like to be heard.

3. Avoid group committee meetings

The key to stakeholder interviews is their one-to-one nature. Group meetings can be very destructive. This is for a number of reasons…

  • The need to defend – In large organisations that have internal politics, everybody feels the need to defend their own ‘turf’. If somebody criticise the website, you are forced to defend it to ‘save face’ in front of others. Equally others feel the need to defend their own positions for the same reason.
  • A tendency to compromise - When two individuals in a group reach an impasse, the others try to find a compromise. This kind of ‘design on the fly’ inevitably leads to a bland solution. It will neither offend or inspire anybody. Unfortunately, to create a successful website you need to make tough choices that some will not like. A group approach does not lend itself to this.
  • A loss of control – It is easy for you to loss control in a group meeting. One-to-one meetings work better because you can divide and conquer. Only you know what the other stakeholders said. This puts you in charge and allows you to ‘cheery pick’ the feedback you receive. In a group meeting things can easily get out of hand and decisions are made without your buy-in.
  • The dominant individual - Every group has one or two dominant individuals. These are the people who bounce the rest of the group into agreeing with them, forcing their agenda through. A dominant individual drowns out quieter members, who become resentful later that nobody listened to them. Meeting with people individually prevents this because the dominant individuals cannot force their point of view on others or overwhelm quieter ones.

One cannot expect a larger organisation to run its website without some form of committee. However, there is no reason why that committee needs to meet as a group.

4. Target your influencers

Talking of dominant individuals, another successful tactic is to target influencers.

An influencer is somebody that others respect and follow. Their opinion is incredibly valuable and if you can sway them to your cause, others will fall into line. However, be careful not to confuse dominant people with influencers. A dominant person will ‘bully’ others into publicly agreeing with them. An influencer will fundamentally alter somebody’s attitude.

Identify who influences your decision makers and speak to them personally. This person might not even be a decision maker themselves, but they carry enough clout to make them worth your time.

When you meet with your influencers, really listen to what they have to say. They often have valuable insights which may change your strategy significantly. Do not go into a meeting with an influencer simply intent on pushing your own agenda. Instead try and shape your approach around their perspective.

If you get an influencer enthusiastic about your project it can make a huge difference.

5. Use third party experts

A variation on the influencers technique is to back up your ideas with third party expert opinion. This can be done in two ways…

  • Reference the work of a third party expert – For example, if you wish to discourage internal stakeholders from overwhelming users with options on the homepage, you might refer them to Steve Krug or Jakob Nielsen who have both written on the subject.
  • Hire a third party expert - I often find myself brought into companies simply to confirm what in-house staff have already been saying. Unfortunately, decision makers often doubt the opinion of their web team because they either undervalue them or feel they are pushing a hidden agenda. An independent expert can add creditability to your opinions.

Of course, for this approach to work the stakeholders need to respect the expert. There is no point referencing Steve Krug or hiring Jakob Nielsen, if the decision makers have never heard of them. It is often necessary to sell the credibility of your expert first.

6. Rely on evidence, not opinion

Sometimes it is better to avoid personal opinion entirely (even if that is the opinion of an expert). In such cases statistics can be your friend.

Nothing is more powerful for driving home a point than referring decision makers to Google Analytics. However web stats are not the only evidence you can draw upon. Others include…

  • Surveys and polls are an excellent way of getting feedback from your users that can then be presented to decision makers.
  • Twitter search and Google Alerts can be used to gauge how people view your site and brand. These can be powerful testimonials to present decision makers.
  • Heat maps can be used to take some of the subjectivity out of design.

Of course one of the most powerful evidence you can present is the results of usability testing.

7. Focus on the user

As website owners we know that a successful website is user focused. However, not all our decision makers will understand this and even those who do may get ‘distracted’ sometimes.

It is therefore important to constantly move our decision makers away from their own personal preferences and back on the needs of users.

User testing is one way of doing this. Being able to show decision makers how real users interact with your website is incredibly powerful. It helps them empathise with the needs of users rather than thinking only about their own agenda. Play them video clips of users interacting with your site or at the very least quote them the feedback of users.

However, even if you involve decision makers in user testing, they can still get caught up in their own agendas. One gentle way of preventing this is to word your questions carefully. When you need a decision makers response to something don’t ask…

What do you think?

Instead ask them…

How do you think users will respond to this?

This will keep them focused on the needs of users.

8. Control the feedback

As well as wording questions carefully there is also a need to control the feedback you receive. This is important if you want the decision makers to make considered decisions.

Take for example design sign off – never ask a decision marker if they like a design. It is too broad a question that will lead to a plethora of uninformed and ill considered responses. Instead ask them more specific questions such as…

  • Does the design conform to the brand guidelines?
  • Does the design meet the needs of our users?
  • Does the design emphasis the right content?
  • Does the design have a clear call to action?
  • Does the design fulfil our business objectives?

This prevents the decision maker from falling back on their gut reaction (i like it / I dislike it). It forces them to focus on the issues that define whether the design is successful or not and ignore personal preference for specific colours or layout.

Of course, sometimes you will not like the answer to these specific questions. When that happens you need to ask why.

9. Ask why

This is probably the most powerful of all the techniques I have listed here and yet by far the simplest.

When you face opposition to your plans, always ask why. Too often we switch to defensive mode and focus on better communicating our own position rather than understanding the opinion of the person opposing us. This is a mistake.

The question why is powerful for three reasons…

  • It informs – Often the objection raised initially is not the true underlying issue. By asking why you get to the root of the problem and that allows you to offer alternative solutions. Asking why ensures you have all the information required to deal with the issue.
  • It can confound – Most of us make decisions based on an intuitive leap. We do not always think through our decisions and so find it hard to articulate the underlying reason. By asking why you force people to stop and consider their logic. When they struggle to express the underlying reasons, they weaken their position.
  • It shows interest – By asking why you allow them to have their say. You demonstrate an interest in their opinion and establish empathy with their point of view.
  • Ultimately asking why avoids the disagreement from turning into an argument with entrenched position.

    10. Avoid confrontation

    I avoid confrontation at all costs. Going head-to-head with somebody especially in front of their colleagues achieves nothing. You can rarely get somebody to shift their position through confrontation.

    Once a disagreement escalates into a confrontation, nobody can afford to ‘lose face’ by backing down. It becomes a matter of ego, where pride dictates the outcome. Your website will almost certainly be caught in the cross fire.

    A better approach is to agree. The word yes can be immensely powerful. Whenever somebody suggests something to me, no matter how stupid, I will do the following…

    • Acknowledge and thank them for their input.
    • Say yes we could do that.
    • Go on to explain the consequences if we did.
    • Offer an alternative which could achieve the same aims.

    In short I tend to go around problems rather than bashing my head against them. I always look to work with others rather than against them.

    Conclusions

    So there you go, 10 techniques for battling site bureaucracy. I do not claim these techniques are foolproof. Neither do I suggest they are always appropriate. However, they are useful techniques in your arsenal which you may want to call upon from time to time.

    Finally, this is not a definitive list. I could have written more but then it wouldn’t have been a ‘top ten list!’ However, I would be interested to hear what works for you. Post your techniques in the comments.