4 ways to bring new life to old WordPress blog posts

If you want to create a content heavy, sticky website then a blog can feel like the wrong tool. Overtime some of your best content can get buried. Fortunately there are 4 ways you can breath new life into these old posts.

Who came up with the format for blogging? Whoever it was, they are an idiot! To be fair, they probably never envisioned blogs being used in the way they are today, but that is not the point :-)

The problem with blogs is that they are time based. You write a post, it appears on the homepage and then overtime it is replaced by more recent posts and is sentenced to the black hole of your archive.

Admittedly somebody might stumble across the post via a search engine. However, generally speaking it has vanished.

This is a shame for a couple of reasons. First, it maybe a great post. The world should know if it is. Second, it means users only ever see one or two pages of your blog and are gone. Not what you would call a sticky site!

Google Analytics bounce rate graph for Boagworld - April 2009 - 74% bounce rate.

If like me you run a blog, the chances are you have an unacceptably high bounce rate.

What then can be done? Well, I have implemented four strategies that appear to be working.

1. Theme Posts

The first approach I had some success with, are theme posts. It is an idea I pinched from ProBlogger. They describe theme posts as:

Posts or pages on your blog or site that revolve around a single theme.

Essentially, you pick a subject you have written about on a number of occasions. You then create a single article that highlights the various archived posts on the subject.

For example, not long ago I produced a theme post on web copy.

An example theme post from boagworld

This essentially draws the users attention to archived content that would not otherwise be viewed.

2. Related Posts

The second approach I use to reduce my bounce rate, is showing related content at the end of each new post.

Again this highlights content in my archive, but also provides the user with a next step once they have finished reading. This is the moment when they are most likely to leave, so anything you can do to keep their interest is worth trying.

Example of related posts

If you are a WordPress blogger then related posts could not be easier to setup. There is an excellent plugin called Similar Posts that will have you up and running in minutes.

Similar posts admin screen

3. Embedded tags

The problem with related posts is that users do not always spot them. Research shows that if you want users to see a link it is best embedded within the content itself, not in a sidebar. One way of doing this is through inline tags.

Blogs have supported tagging for a long time now but they have traditionally been displayed either as a list or a cloud, separate to the main content of the post.

Inline tagging turns occurrences of a tag word into an active link that takes the user to a list of other posts tagged with that word. This is especially sticky, but also has SEO benefits.

An example inline tag

Of course there are two problems with this approach. First, it requires you to have tagged all of your posts. Second, you need a way to turn these tags into links.

Once again a WordPress plugin comes to the rescue. This time it is a plugin called Simple Tags. This incredibly powerful plugin allows you to do pretty much anything with tags. Among its many features it will turn a tag into a link. However, more impressively it will automatically suggest tags for every post in your entire blog.

However, one tip before you try this. Tag as many of your posts manually as possible in order to give the plugin some tags to work with.

Then in settings make sure the Tags Database checkbox is selected. This means the plugin will use your own tags as a starting point, and significantly improve the quality of the tags it creates.

Simple Tag Settings

Simple Tags offers a whole range of additional features including:

  • Tag management
  • Mass editing of tags
  • Better tag clouds
  • Tags for current post
  • and more!

4. Redesign your homepage

My final piece of advice for making your blog stickier is to redesign your homepage.

Traditionally blogs show an arbitrary number of the most recent posts on the homepage. However, this does little to expose content in your archive. Once a post falls off the homepage it is gone for good.

Your homepage should highlight a variety of posts. The Boagworld homepage displays teasers for the 4 latest posts as well as a number of my latest podcasts and 5 of my most popular posts.

The latter is achieved using another WordPress plugin. This one is imaginatively titled Popular Posts.

Configuration screen for popular posts

As with Similar Posts it comes with a host of configuration options including how many posts to display and a number of filtering tools.

Any other suggestions?

Without a doubt these four suggestions have made a significant impact on my bounce rate and page views per user. However, there is always more that can be done. Add your suggestions to the comments below…

5 ways to give your site a speed boost in less than 30 minutes.

In the age of broadband it is to think download speed does not matter. However, nothing could be further from the truth. I share 5 ways to add some zip to your site.

In this age of broadband, users are unlikely to leave your site for being too slow. However, if you want to create a feeling of satisfaction and a pleasant user experience you need to keep download times to a minimum.

In a recent interview usability expert Jacob Nielsen wrote:

One of the main guidelines is to show the next state (e.g., the next page) with one second of the user’s action (e.g., click) in order for users to experience the feeling of a freely-flowing interaction, as opposed to a sensation of delays.

The problem is that speed optimisation can often sound intimidating. Very clever people with very large beards throw around phrases like gzip, compression and caching. However, it doesn’t need to be complicated.

I have just tweaked Boagworld to make it slightly more responsive (yes I know it is not perfect) and I needed little technical knowledge and it took less than 30 minutes. Here is how:

1. Install YSlow for Firebug

Firebug is a Firefox plugin that is essential for any web designer. YSlow is a plugin to this plugin (confusing I know!) that allows you to carry out all kinds of speed tests on your site.

Screen capture of YSlow

YSlow will grade the performance of your site, provide advice on how to improve things and even suggest some tools which might help.

2. If you are using WordPress install Super Cache

If like me you use WordPress as your content management system then be sure to install the Super Cache plugin.

This plugin generates static html files from your dynamic WordPress blog. After the first visitor views a page on your blog, an HTML copy is created and served to all future visitors. This means that the server does not have to continually recreate pages. This will significantly speed up your site especially when you are receiving a lot of simultaneous users.

3. Compress your images

Images are a significant proportion of most webpages download. However, Photoshop does not always do a very good job at compressing images. Sure, there are other tools out there but most of us do not have the time or inclination to use them.

In addition, if we are trying to speed up an existing site we are unlikely to download and recompress an entire website worth of images.

Fortunately, Smushit comes to the rescue with an online image compressor. Best of all it integrates with YSlow to find all the images on a particular webpage and provide a report of the savings it could make.

Yahoo! Smush.it

Once it has run, all you have to do is download the recompressed images and upload them to your webserver. It even saves the directory structure!

4. Compress your Javascript

Increasingly websites are using more and more Javascript. These files can become very large, especially when using Javascript libraries and plugins. Fortunately it is possible to significantly reduce javascript files by removing formatting and comments.

There are a number of tools that will do this for you:

  • YSlow, which has this functionality built in.
  • Minifyme, which is an AIR application that runs locally.
  • Online minimizers, which allow you to copy and paste Javascript.
  • A number of coding applications that also have this functionality built in.

Whatever approach you take, make sure you keep an uncompressed version of the file because it is very hard to read and edit minimized Javascript.

5. Compress your CSS

Finally, as well as compressing your Javascript you can also do the same with CSS. Minifyme not only compresses Javascript, but also does then same for CSS. However, I tend to use CSS Compressor because it provides me with more control over the level of compression.

These CSS compressors remove spaces, line breaks and comments in order to make the file as small as possible.

As with Javascript remember to keep an uncompressed version. That, or reduced the level to which you compress the files.

What else?

What I like about the approaches above is that they require no server side configuration or technical knowledge. They are fast, powerful and easy. There is no reason not to follow this advice.

However, there is a lot more that can be done. Perhaps you would be willing to share some of your speed optimisation tricks in the comments below.

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.

Download this show.

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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.

What is speculative design work?

What is speculative design work and why it is wrong?

So recently Carsonified launched a design competition. I posted a comment teasing them that it was speculative work. This is following the controversy surrounding the panel on the subject at SXSW.

It didn’t occur to me for a minute that anybody would think I was serious! How can people think a competition is the same as spec work? It showed a fundamental misunderstanding of what spec work is but also more importantly why it is wrong.

People think spec work is wrong because it hurts the designer. I think it is wrong because it hurts the client. I think it is time to clear this issue up!

Read ‘Why Speculative Design Is Wrong’

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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 criteria for selecting a CMS

Choosing a content management system can be tricky. Without a clearly defined set of requirements you will be seduced by fancy functionality that you will never use. What then should you look for in a CMS?

I have written about content management systems before. I have highlighted the hidden costs of a CMS, explained the differentiators behind the feature list and even provided advice for CMS users. However, I have never asked what features you should be looking for in a content management systems. That is what I want to address here.

Illustration of a sales man selling a CMS the client does not need.

When I left home for University my mother taught me a valuable lesson. If you want to save money, never go grocery shopping when you are hungry and always write a list. If you don’t you will be tempted to buy things you do not need.

The same principle is true when it comes to selecting a content management system. Without a clearly defined set of requirements you will be seduced by fancy functionality that you will never use. Before you know it you will be buying an enterprise level system for tens of thousands of dollars when a free blogging tool would have done.

How then do you establish your list of requirements? Although your circumstances will vary there are ten areas that are particularly important.

1. Core functionality

When most people think of content management, they are thinking of the creation, deletion, editing and organizing of pages. They assume all content management systems do this and so take the functionality for granted. However that is not necessarily the case. There is also no guarantee that it is done in an intuitive fashion.

Not all blogging platforms for example allow the owner to manage and organize pages into a tree hierarchy. Instead the individual ‘posts’ are automatically organized by criteria such as date or category. In some situations this is perfectly adequate. In fact this limitation in functionality keeps the interface simple and easy to understand. However, in other circumstances the absence of this functionality can be frustrating.

Blogger Homepage

Consider carefully the basic functionality you need. Even if you do not require the ability to structure and organize pages now, you may in the future. Be wary of any system that does not allow you to complete these core activities.

Also ask yourself how easy it is to complete these tasks. There are literally thousands of content management systems on the market, the majority of which offer the core functionality. However they vary hugely in usability. Alway look to test a system for usability before making a purchase.

The editor is one core feature worth particular attention.

2. The editor

The majority of content management systems have a WYSIWYG editor. Strangely this editor is often ill considered, despite the fact that it is the most used feature within the system.

The editor is the interface through which content is added and amended. Traditionally, it has also allowed the content provider to apply basic formatting such as the selection of fonts and colour. However more recently there has been a move away from this type of editor to something that reflects the principles of best practice.

The danger of traditional WYSIWYG editors is two fold. First, they give the content provider too much design control. They are able to customize the appearance of a page to such an extent that it could undermine the consistence of design and branding. Second, in order to achieve this level of design control the cms mixes design and content.

The new generation of editors take a different approach. The content provider uses the editor to markup headings, lists, links and other elements without dictating how they should appear.

Wordpress WYSIWYG

Ensure your list of requirements include an editor that uses this approach and does not give content providers control over appearance. At the very least look for content management systems that allow the editor to be replaced with a more appropriate solution.

The editor should also be able to handle external assets including images and downloads. That brings us on to the management of these assets.

3. Managing assets

Managing images and files are badly handled by some cms packages. Issues of accessibility and ease of use can cause frustration with badly designed systems. Images in particular can cause problems. Ensure that the content management system you select forces content provider to add alt attributes to imagery. You may also want a cms that provides basic image editing tools such as crop, resize and rotate. However, finding such a cms can be a challenge.

Also consider how the content management system deals with uploading and attaching PDFs, Word documents and other similar files. How are they then displayed to users? What descriptions can be attached to the files and is the search capable of indexing them.

4. Search

Search is an important aspect of any site. Approximately half of users will start with search when looking for content. However, often the search functionality available in content management systems is inadequate.

Here are a few things to look for when assessing search functionality:

  • Freshness – How often does the search engine index your site? This is especially important if your site changes regularly.
  • Completeness – Does it index the entire content of each page? What about attached files such as PDFs, Word documents, Excel and Powerpoint?
  • Speed – Some search engines can take an age to return results. This is especially common on large sites.
  • Scope – Can you limit the scope of search to a particular section of the site or refine search results once returned?
  • Ranking – How does the search engine determine the ranking of results? Can this be customized either by the website owner or by the user?
  • Customization – Can you control how results are returned and customize the design?

The issue of customization is one that goes far beyond search.

5. Customization

I have been unfortunate enough to work with content management systems that are completely inflexible in their presentation.

Illustration demonstrating the inflexibility of some CMS

The presentation of your content should not be dictated by technology. It is simply not necessary now that we have techniques for separating design and content. Unfortunately like web designers, many content management providers have failed to adopt best practice and their systems produce horrendous code. This places unreasonable constraints on design and seriously impacts accessibility.

You need a content management system that allows flexibility in the way content is returned and presented. For example can you return news stories in reverse chronological order? Can you display events on a calendar? Is it possible to extract the latest user comments and display them on the homepage? It is flexibility that makes a cms stand out.

Talking of user comments, it is worth mentioning all forms of user interactions.

6. User interaction

If you intend to gather user feedback, your cms must provide that functionality or allow third party plugins to do so. Equally, if you want a community on your site then you will require functionality such as chat, forums, comments and ratings.

As a minimum you will require the ability to post forms and collect the responses. How easy does the cms make this process? Can you customize the fields or does that require technical expertise? What about the results? Can you specify who they are emailed to? Can they be written to a database or outputted as an excel document? Consider the type of functionality that you will require and look for a cms that supports that.

Also ask what tools exist for communicating with your customers. Can you send email newsletters? Can recipients be organized into groups who are mailed individually? What about news feeds and RSS?

Finally consider how you want users to be managed. Do you need to reset passwords or set permissions? Do you need to be able to export user information into other systems?

But it is not just user permissions that may need managing. You also have to consider permissions for those editing the site.

7. Roles and permissions

As the number of content providers increase, you will want more control over who can edit what. For example, personnel should be able to post job advertisements but not add content to the homepage. This requires a content management system that supports permissions. Although implementation can vary, permissions normally allow you to specify whether users to edit specific pages or even entire sections of the site.

Illustration showing the consequences of not having a permissions system

As the number of contributors grows still further you may require one individual to review the content being posted to ensure accuracy and consistent tone. Alternatively content might be inputed by a junior member of staff who requires the approval of somebody more senior before making that content live.

In both cases this requires a cms that supports multiple roles. This can be as simple as editors and approver, or complex allowing customized roles with different permissions.

Finally, enterprise level content management systems support entire workflows where a page update has to go through a series of checkpoints before being allowed to go live. These complex scenarios require the ability to roll back pages to a pervious version.

8. Versioning

Being able to revert to a previous version of a page allows you to quickly recover if something is posted by accident.

Some content management systems have complex versioning that allow you to rollback to a specific date. However, in most cases this is overkill. The most common use of versioning is simply to return to the last saved state.

Although this sounds like an indispensable feature, in my experience it is rarely used expect in complex workflow situations. That said, although versioning was once a enterprise level tool it is increasingly becoming available in most content management systems. This is also true of multi-site support.

9. Multiple site support

With more content management systems allowing you to run multiple websites from the same installation, I would recommend that this is a must-have feature.

Although you may not currently need to manage more than a single site, that could change. You may decide to launch a new site targeting a different audience.

Alternatively with the growth of the mobile web, you may create a separate site designed for mobile devices. Whatever the reason, having the flexibility to run multiple websites is important.

Movable Type admin system

Another feature that you may not require immediately but could need in the future, is multilingual support.

10. Multilingual support

It is easy to dismiss the need to support multiple languages. Your site may be targeted specifically at the domestic market or you may sell a language specific product. However think twice before dismissing this requirement.

Even if your product is language specific, that could change. It is important that your cms can grow with your business and changing requirements.

Also just because you are targeting the domestic market does not mean you can ignore language. We live in a multicultural society where numerous languages are spoken. Being able to accommodate these differences provides a significant edge on your competition.

That said, do think through the ramifications of this requirement. Just because you have the ability to add multiple languages doesn’t mean you have the content. Too many of my clients have insisted on multilingual support and yet have never used it. They have failed to consider where they are going to get the content translated and how they intend to pay for it.

Conclusions

Features are an important part of the CMS selection process, but they are not everything. It is also important to consider issues like licensing, support, accessibility, security, training and much more.

I leave you with a word of warning – Don’t let your list of requirements become a wish list. Keep your requirements to a minimum, but at the same time keep an eye on the future. Its a fine line to walk. On one hand you don’t want to pay for functionality you never use. On the other, you do not want to be stuck with a content management system that no longer meets your needs.

This has been an extract from the Website Owners Manual - now available as an ebook and for preorder in print.

Never work for free?

I recently said on twitter that you should never work for free, but is that really true? Are there occasions when it is okay to do web work for no financial return?

Please note: This was a very hastily thrown together post in response to a twitter conversation. Sometimes 140 characters is not enough!

My Tweet: Gobsmacked at the number of people willing to do something for nothing. Stop it guys! Never work for free. EVER!

Unsurprisingly this strong statement got a reaction. Of course, there are occasions when you might choose to work for nothing, but not as many as you might think.

Let’s look at some of the reasons people give.

“It will be great publicity”

Will it? Will it really? People say that all the time but do not both to consider the statement in detail.

Take for example my case. The comment above was born out of a joke I made suggesting somebody might want to migrate the entire boagworld to WordPress for me because I was too lazy. People started to offer to do this for free because they thought it would be good publicity.

My Tweet: Anybody fancy migrating boagworld over to movable type for me? I cannot be bothered but want it to happen. Before you ask, no budget.

Think that through for just a second. I had agreed to no kind of publicity. However, lets imagine for a moment I had. What is the best publicity I could offer? A link on the site? A mention on the podcast? Would that for a minute make up for the hours/days of work that would have to go into that migration exercise. Of course not! The return on investment is just too low.

Before agreeing to do a project because it will be good publicity, ask yourself whether that time could be spent publicising yourself in other ways that are more effective.

“I work on a open source project”

In my opinion this is not working for free. This is investing in a product you use on a daily basis. You work on the project to enhance it so the end result is more valuable to you.

“It will be good for my portfolio”

Sure it might be, but as with publicity there are probably better ways to spend your time to improve your portfolio. What about developing your own site? What about building a web application?

There is a value in working with real clients. However, a client that does not pay is not a real client. The relationship is different because they are not paying for your services.

“I cannot charge friends and family”

Agreed. You cannot charge family. I myself am currently building a site for my dad and I wouldn’t consider charging him.
However, I feel a bit differently about friends. Why is it acceptable for your friends to ask you to build a website for free? If I had a friend who was an architect I wouldn’t ask him to design me a house for free! I certainly wouldn’t ask my friend who is a doctor to check me for prostate cancer!
My point is that we work in one of those professions where people feel they have the right to ask favours. I don’t think that is fair and I don’t believe we should allow friends to abuse our friendship.
Finally, I know that my close friends wouldn’t ask me to do a website for free. They have always offered to pay and admitted I rarely take it, but at least they offer.

“It’s for charity”

I am torn over this one. I have done charity work for free but I am coming to believe it is a mistake. Even a minimal charge helps to establish a better working relationship.

Charging has two benefits. First it gives you credibility and the client has to respect that you are a professional. Second, it gives the charity the right to comment on and participate in the build. Often if you do not charge they don’t feel they can say anything if they are unhappy.

One approach I have used in the past is to charge the client and then donate the money back to the charity at the end. That way you have the benefits of a paid relationship without the guilt :)

By taking this approach you are stressing that your skills are of value and should be chargeable. The donation is a separate decision which you can decide to make if you so wish.

Conclusions

If you follow me on twitter or listen to the podcast you will know I give away a lot of my time and money for free. I run a youth group, participate in a church and give away a substantial portion of my income.

However, I draw a distinction between my profession as a web designer and my personal life. I believe what we do is valuable and so should be a chargeable service.

Of course, I also recognise that this is an intensely personal area and everybody has to make their own decisions. I just hate to see people undervalue their skills. You are worth more than ‘free!’

5 options when website budgets get slashed

Your site is in desperate need of a redesign, content is out of date and the technology is archaic. Unfortunately times are tight and your budget has been cut. What do you do?

The economic downturn is affecting everybody and even at Headscape we have noticed the budgets of clients shrinking. With less money to spend how can you maximise the return on your investment?

To be honest I think it is a good thing that people have less to spend on their websites. We have had too many clients approach us asking for complete overhauls of their sites when that is not what is really required. Often more subtle changes can have a greater impact over the longer term. They certainly generate a better return on investment.

We have been working closely with our clients to suggest ways they can improve their sites without breaking the bank. Here are just 5 of our suggestions.

1. Realign rather than redesign

Why do you need a redesign anyway? Redesigning your entire website is time consuming and costly. However, more importantly it is often unnecessary. I seem to be quoting Cameron Moll’s excellent article “Good Designers Redesign, Great Designers Realign” a lot recently, but that is because he talks a lot of sense. He writes:

Like a kid in a candy store, we creatives redesign like it’s the new black. Why do we possess such an insatiable desire to refresh and remake? Why do we thrive on renewal? What tempts us to be seduced by the sway of renaissance?

I believe it is because we see a redesign as the solution to a failing, tired site. However that is rarely the case as Cameron goes on to explain:

Too often, look and feel, color scheme, layout, and identity are presented as solutions to problems… long before regard is given to other less-aesthetic issues that may very well be the root of the problem. The old warning against treating symptom rather than cause comes to mind.

What is more redesigns can often cause more harm than good by confusing the loyal users who are familiar with your old site.

When budgets are tight let go of the notion you need to do a complete redesign. You can improve your site many times over with the smallest change. Just take the case of the $300 million button I mentioned in show 150 of my podcast.

My facebook profile

2. Simplify

As website owners we are always looking to expand our websites by adding more features and content. However, that costs money we may not have.

Here is a radical alternative – Instead of adding more to your site, why not take things away.

Typically websites are stuffed with content and features that users simply do not use. A quick look at your analytics package will demonstrate the problem. The vast majority of traffic is to a handful of pages.

The problem is we tend to leave content in because ‘somebody might find it useful’. Although this maybe true, it does not necessarily mean keeping content is a good idea.

The more content and features we make available the harder it is for users to find what they need. It is the proverbial ‘needle in a haystack’.

Fortunately, simplifying your website does not have to be entirely about removing content. According to John Maeda’s book ‘The Laws of Simplicity‘ we can also streamline our sites by shrinking and hiding content too. Consider ways to reduce the prominence of less important content, to place a greater emphasis on what matters.

When budgets are tight take a long hard look at your site and ask whether more can be achieved by simplifying what you have rather than adding complexity.

Apple Homepage

3. Prioritise and phase development

Another technique which can be used when budgets are tight is to phase development. There seems to be a tendency among website owners to store up changes and roll them out in a single large deployment. Unfortunately this means a large single expenditure too and that can be problematic from a cash flow perspective.

A better approach is to roll out incremental changes on an ongoing basis. Not only is this better from a financial perspective, it brings other benefits as I explain in the Website Owners Manual. Phase development also provides:

  • Faster delivery because new features are launched independently. Some features can be launched while others are in development. This prevents a single feature stalling the entire rollout.
  • More accurate estimates. Bigger project are harder to estimate. Breaking them down makes it easier for suppliers to quote accurately.
  • Better PR opportunities. Whenever a new feature is launched there is an opportunity to publicize the site. New features can motivate users into taking another look. A single large project only provides a single opportunity to grab peoples attention.
  • Limited risk of working with a new supplier. Choosing an agency is always a risk. Until you work with somebody, it is hard to gauge how good they are. Reduce this risk by limiting the size of project they are commissioned to build. If the agency fails to perform, you can look elsewhere when commissioning subsequent work.

This is an approach commonly adopted by larger websites with their own in-house teams but much rarer among smaller sites who use external agencies. Nevertheless, it is an approach which works well in tough times.

Digg Technology Homepage

4. Reuse and recycle

Too often we reinvent the wheel. When budgets are plentiful this can make sense. Although there is similar functionality out there, we might choose to develop it ourselves so we have more control or can customise it to our exact requirements. However as budgets begin to get squeezed these are luxuries we cannot afford.

In a world of widgets, APIs and open source it is becoming increasingly hard to argue the case for custom builds. Why build your own mapping application when there is Google Maps? Why build a forum when you could use an open source alternative like Vanilla?

My only word of warning is in regards to integration. It can be hard to get these ‘prebuilt’ tools to work together. Be careful that the savings made are not lost to integration problems. Where possible use tools like WordPress that provides an architecture with a wide range of plugins for quick integration.

opensourceCMS screenshot

5. Move beyond the website

Finally, I think it is important to remember that your web strategy is not all about your website. We spend the majority of our ever decreasing budgets on adding bells and whistles to existing websites when there are large number of potential customers who never reach our sites.

Instead of sinking your budget and efforts solely into your website consider looking further afield. Could your web strategy be better served by putting resources into a Facebook group or a twitter account for example? Would your target audience listen to a podcast? Do they read RSS? What about a mailing list? The possibilities are endless.

Ask yourself where your target audience congregates. Instead of constantly trying to draw users to your site begin to spend time where they already meet. What social sites do they use? What editorial sites do they read? Contribute to these communities and offer to write for the editorial sites they read.

Many of these things can be done at almost no cost and with little technical knowledge. All it takes is some time and enthusiasm.

Conclusions

Whether a site is successful is not dictated by its budget. However many larger organisations have relied on money as a method of driving their web strategy forward. As these budgets are slashed there is an opportunity to gain a competitive advantage by being smarter.

Hopefully this post has demonstrated a few of the possible avenues available and inspired you to discover some more of your own. However if you would like some more personal advice specific to your own website then feel free to drop me an email.

129. Conferences

This week’s show sees the return of Ryan and Stanton, holding the fort while Paul and Marcus sun themselves on holiday. .

We’ll be talking about taking your first steps into the world of conferences and answering your questions about font smoothing and browser emulators

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News and events

Release of Firefox 3.1 Alpha

Last Wednesday saw a new developer release from the Firefox team. Firefox 3.1 Alpha, or “Shiretoko” is now available for download. Shiretoko is built on a pre-release version of the Gecko 1.9.1 platform and introduces several new features for you to play with.

  • Web standards improvements in the Gecko layout engine
    • They don’t actually say what improvements, so I guess we’ll have to trust them with this one but from what i can gather, they’ve added a lot more CSS3 selectors like :nth-child, the CSS3 “word-wrap” property, CSS3 columns, text-shadow, box-shadow, border-image and more.
  • Text APIfor the <canvas> element.
    • This is a quite detailed API for drawing vector text within the canvas element, and is sure to set the hearts ot typophiles beating just a little bit faster.
  • Support for using border images.
    • The design community has been screaming for this for as long as I can remember, the ability to specify images as borders. The whole rounded-corner craze might be slightly out-of-style now, but I’m sure we’ll see some innovation with this feature very soon.
  • Support for JavaScript query selectors.
    • Now I’m not completely down with the javaScript kids, so I apologise if i don’t get this quite right. But the query selectors seem to be a way to target specific selectors instead of having to filter a result set provided by the getElementsByTagName() call, you can now do the filtering before you execute the query.
  • Several improvements to the Smart Location Bar.
    • When you start typing a URL, Firefox starts giving you options to choose from, you can now filter those results while you’re typing.
  • A new tab switching behaviour.
    • Pressing Ctrl+Tab now gives you a filmstrip style overlay which lets you quickly navigate to your open tabs, and mimics the similar feature in most operating systems nowadays.

The alpha is available from the Mozilla Developer Center.

A List Aparts’ 2008 Survey

It’s that time of year again, the A List Apart team have unleashed their 2008 survey “for the people who make websites”. The survey gathers a massive amount of information, with around 33,000 people taking part last year and covers a wide range of questions covering all aspects of our beloved industry.

The survey covers everything from Age, Gender and Geography to Education, Employment, Vacation (holidays to the rest of us) and those oh-so-important salary details, how many hours worked and your methods of staying upto date with what’s happening in the industry. The data gathered is compiled into a comprehensive, yet easy to read report, and they also provide the raw (anonymous) data so you can do your own number crunching if you so wish.

You can also have a look at the 2007 survey results if you wish, and Paul and Marcus will no doubt be covering the results of this years survey when they’re published. So this is a call to arms really, help improve this survey by taking part at Alistapart.com. We took part, so should you!

The Future of Web Font Embedding

The last news item is a blog post by Richard Rutter on the future of web font embedding. With both Safari and Firefox supporting web fonts in their 3.1 releases, and development releases of Opera, it could be time to start playing with web fonts.

Richard starts by defining web fonts as using the @font-face rule to point to regular TrueType or OpenType font files on a web server, this is to clear up any confusion with Internet Explorer’s proprietary web font support with uses EOT font file, which is also a way to wrap the fonts in DRM, which i think might severely hamper any efforts to bring web fonts into the mainstream.

The font foundries and type designers seem to view web fonts as the death of their industry, insisting that their revenue streams will be destroyed by piracy and free font embedding, rather than seeing this as an opportunity to really boost their industry.

There’s nothing to say that the @font-face rule has to point to a locally hosted font file, The opportunity exists for the font providers to host the fonts themselves, and charge for their useage. This saves us, as designers, from having to install fonts on the machines we design on, and will undoubtedly allow us to choose from a much larger selection of fonts which can be switched quickly and easily.

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Feature: A Year on the Conference Circuit

This week’s feature has stemmed from a listener who asked “which conference would I suggest for a first timer”? And “how difficult is it if you don’t actually know anyone there”? Having attended a couple of the big conferences this year I thought it would be useful to share my experiences.

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Listeners feedback:

Font Smoothing

Steve Writes: I have been listening to your podcast. I really like it.

I jusr want to ask a question. On mac, the fonts seem to be all thicker than windows. What setting are u using? I’ve been using best for lcd. Today I changed to automatic, and the fonts were much thinner. It looks more alike with windows fonts.

Do you think this is a big problem for mac users? Since the fonts will look different. Which setting do you think is the best for web designer on macs?

The difference of Mac fonts compared to their Windows counterparts originates from Apple’s legacy in desktop publishing and graphic design, the fonts are rendered in a way which would give a closer approximation to how they would look when printed.

Mac’s use a specific font wrapper called dfont, this contains extra information to preserve certain features like font outlines and hinting which can then be rendered more accurately on-screen meaning that in general, fonts look better on a Mac, whichever smoothing method you choose.

If you’re a designer, I’d heavily recommend testing your design in as many different browsers as possible, but also on different operating systems as well. I work primarily on Windows Vista (don’t shoot me) and have a dualscreen setup, my second screen can be flipped over to my Mac where I can test in Safari, Firefox and Opera on Mac, I also run a Ubuntu system to test in. Rather than running a standalone IE6 build on vista, I run a full XP virtual machine with IE6 running natively as I just don’t trust the standalone builds.

One of the main things you’ll have to accept is that your design might not look identical on any combination of browser or operating system, and because you’re probably designing websites to be viewed by other people, I’d recommend keeping your font smoothing to the default setting of “automatic” which is most likely going to be the case for your target audience.

Browser Emulators

Andy Asks: Hey guys. Been listening (on and off) for a while now and love the show.

I was wondering if there is such a thing as a browser emulator, software that allows you to see your site as it would appear on IE, Firefox, Safari, Opera, etc. If there is one, is it total crap and not really work.

The answer to your question is yes, there are several websites that can provide you with this type of service.

One of the more popular sites is Litmus which is an online emulator that validates your HTML and CSS as well as presenting you with a screenshot of your website loaded in up to 23 different browsers across various operating systems. It can also provide you with a report of any compatibility issues it has come across. However there is a fee to get any real use out of this service.

What Litmus does it actually does very well; however there are a couple of major draw backs I’ve found:

  • You can’t have an interactive experience – Not all issues can be seen from a screenshot and more often than not you need to just take your mouse and navigate around the site to find problems.
  • You can’t test javaScript – You can’t see javaScript animations from a screenshot.

As Paul said in the previous question, there’s no substitution for the real thing, which is having multiple setups with multiple browsers installed. However that’s not always a viable option especially for freelancers working from home who don’t have the budget (and space…) to have several machines and licenses for operating systems needed for testing, in which case sites like Litmus are invaluable.

My advice is if you can test on the real thing, do, if you can’t then take a look at Litmus.

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125. Copy

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

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News and Events

The clever chaps at Carsonified

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

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

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

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

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

Adobe make flash searchable

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

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

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

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

Colour blindness on the web

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

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

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

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

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

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

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

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Feature: Copy with Personality

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

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Interview: Elliot Jay Stocks on Going Freelance

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

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

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

Elliot: Thank you for having me.

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

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

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

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

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

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

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

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

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

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

Paul: That would be superb.

Elliot: Yeah.

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

Elliot: And they’re a rival podcast.

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

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

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

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

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

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

Paul: Selling yourself in the nicest way.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Elliot: They are aren’t they.

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

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

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

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

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

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

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

Elliot: Yes that would be a good test.

Paul: It would be.

Elliot: Something to aim towards perhaps?

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

Thanks to Curtis McHale for transcribing this interview.

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Listeners feedback:

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

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

Let me address each in turn.

The .mobi domain name

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

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

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

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

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

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

    Becoming a WordPress specialist

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

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

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

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

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

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    122. Screencasting

    In this weeks show we have Ian Lloyd discussing Sitepoints HTML reference and we take a look at creating screencasts.

    Play

    Download this show.

    Launch our podcast player

    Watch the behind the scenes video

    News and events

    Typography everywhere

    This week has seen a plethora of posts about typography. There is an article about changes being made to typography in Firefox 3, a post dedicated to working with paragraphs and some future developments in CSS 3 fonts. Combined with the growing support for embeddable fonts, it would appear that web typography has a rosy future.

    Although all of these posts are interesting, I feel we are not making use of the typographic tools we have already. I have learnt a huge amount by reading what people like Richard Rutter and Jon Hicks have to say on the subject. For example how many of you…

    • Ever change the default kerning
    • Really get specific in your cascade of fonts
    • Consider vertical alignment
    • Think about the relative sizing of our various typographic elements

    The list could go on.

    Many web designers choose to ignore web typography because it is so restricted. However, this will soon change. We need to learn to walk with the basic tools currently available before we run with what is to come.

    Accessibility cheat sheet

    Our next story follows on nicely from last week’s feature in which we addressed accessibility quick fixes.

    Aaron Baker has written an accessibility checklist aimed at designers and developers who know little about web accessibility. The idea is that by simply referring to the list during development they will be able to avoid the major accessibility issues.

    Aaron is the first to admit this isn’t an ideal solution. He also accepts the checklist fails to cover everything. However, in my opinion he has done a damn good job at making the accessibility guidelines… accessible!

    What I like most is that he also provides a PDF version that prints out as a single page. Instead of having to wade through pages of W3C guidelines you can print out a single page and pin it to the wall. Ideal for those starting down the road of accessibility.

    Does this mean we can ignore WCAG? Absolutely not. However, this is certainly an easier starting point for those who are intimidated by the subject of web accessibility.

    Advice on wireframes

    We are having an interesting discussion within Headscape at the moment. Where does the job of an information architect (IA) end and that of a designer begin? When it comes to wireframing in particular, the line is blurred. A wireframe is often produced by the IA but can strongly define the layout and design. This reduces the designer to skinning a site, which is a real waste of their skills.

    I was therefore excited to read the first in what will be a series of posts on wireframing. The author identifies exactly the problem we have been struggling with and talks about page description documents. These documents differ from traditional wireframes because they do not endeavour to establish a layout. Instead this is left to the designer. A page description document focuses on identifying and prioritising content. It is then down to the designer to represent this on the site.

    It is an interesting approach and one that I think has a lot of merit. However, I am equally excited to see the other posts in this series, where the author promises to show us example wireframes and provide more details on his approach.

    Top five tips for new web designers

    The final news story of today is an unusual choice as it comes from our own forum. Our forum is always full of great threads, but one in particular caught my eye this week because it covered the most common question I get asked; ‘what advice do you have for a new web designer?’.

    It is not a long thread (yet!) and so is easy enough to follow. However, each poster has provided some excellent advice in the form of their top 5 tips.

    The tips include…

    • Advice on business
    • Techniques for improving your skills
    • Areas to focus on
    • Books and sites to read
    • What to learn first
    • How to increase your profile

    Without exception they are all gold dust and if you are new to design then definitely give them a read.

    Equally if you have been a web designer for a few years take a moment to post your own contribution. I think you will probably learn something at the same time.

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    Feature: Creating Screencasts

    Video is becoming an intrinsic part of the web and not just dumb ass videos on YouTube. Video can be used to show off products and provide online presentations. But how do you create a high quality screencast on a budget? We look at this issue in this weeks feature.

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    Interview: Ian Lloyd on Sitepoint HTML Reference

    Paul: OK. So joining me today is Ian Lloyd. Hello Ian.

    Ian: Hello Paul!

    Paul: Have we had you on Boagworld before or is it just .Net?

    Ian: Erm… Actually never in real life person. I did the video thing for you before, the screencast.

    Paul: Yeah. That’s it. I knew there was something.

    Ian: I’ve heard my dulcet tones before.

    Paul: Yeah but not on a live, real, happening interview type basis.

    Ian: Is this happening? What as in cool, hip and happening? Wow.

    Paul: This is happening right now! So there we go. That’s exciting. So the reason I have Ian on the show today is that he had just undertaken and completed a mammoth project no less, in the form of a HTML reference guide that is now available via SitePoint. Now we’ve talked before on the show about the CSS reference guide but the HTML one is a new project that is beta at the moment. Why have you showed a beta tag on it? Come on, put your money where your mouth is. Commit to a real live version!

    Ian:Well that’s not really my shout in fairness but I think the reason they do it is that with all the will of the world and all the technical editing that goes on and all the rest of it, invariably there’s going to be things that will crop up.

    Paul: I was always under the impression that you were infallible Ian.

    Ian:Well I would to keep that myth going but it’s obviously completely untrue. But no, I think it’s sensible. From what I can gather they did this with the CSS reference and they told me that they did get some good feedback as a result of doing this. So it gives them an opportunity to capture anything that has so far evaded various editing stages. There are little things that you can easily, easily miss. So it makes sense. Put it in front of a whole bunch of pedants and you will find that things will be revealed that you weren’t aware of.

    Paul:Yes certainly. So tell us a little bit about how the project came about. How did you end up working on this from SitePoint and how you get involved?

    Ian:Right… Well it’s actually quite a long story that I’ll try and shorten down. Basically I’ve got a bit of history with SitePoint. It goes back to probably 2001/2002, something like that where I was writing articles for them. I had written a few and they had been scored quite highly. At the end of 2003, I took a year out of work.

    Paul: Ah I didn’t know… Yes I did know that.

    Ian:While I was travelling around the world I made it my business to try and call in on people that I knew from the web. You know, you’ve part of the world so I’ll pop in and say hello. That’s what I did with the SitePoint guys. I was in Melbourne for a while so I thought I’d pop in and say hello. So we did lunch and I was having a chat with one of the guys there who was saying “Oh, have you ever thought of writing an accessibility book?” and I was like “Oh, I don’t know. I don’t know if I’ve got a book in me. It seems like a lot of work.” But not long after that I was asked if I’d like to do some tech editing and I thought “Yeah OK, I’ll do that” and I actually did it while I was still travelling around Australia in the van. So that was actually quite easy to do, wasn’t too bad at all. And then what happened is that when I got back to the UK I was asked “Do you want to write a book?” and this is the beginners book you have reviewed in the past on the show. So it’s kind of been an escalation from there really. So there was that book and I did a couple of bits and pieces for APress and then not so long ago I got the call back from SitePoint saying “Do you want to do this HTML reference?”. At the time I thought “I don’t know. I’m not sure. Does the world need another HTML reference?”. But I kind of thought that when I did the first book, and that’s done pretty well and I’ve had some really good feedback, so I though “Well, let’s think about this. Maybe it’s worth doing”. In my mind I convinced myself that this wouldn’t be a difficult thing to write…

    Paul: *Laughs knowingly*

    Ian:See you think you know HTML. You think you know it because you use it everyday and I though “Well how difficult can it be?” compared to say the Javascript reference they were writing. There’s a million and one ways you can approach something with Javascript where as with HTML there’s a finite number of elements or tags, whichever you prefer to use, that you can use in any given scenario so you think it’s pretty straight forward isn’t it. That’s what I thought anyway and I was also thinking in terms of browser compatibility the bigger problems come from the CSS you put over the top. That’s where you get all the quirks happening. So I thought to my mind, “Yeah this isn’t going to be too difficult a job”. But I think I underestimated it.

    Paul:Is that not always the way when it comes to any kind of project like this that it always ends up being loads bigger than you thought it was going to be.

    Ian:I think it actually surprised me how much more work there was involved. I don’t know if you did that little test a little while ago that was one of those things everyone was sending around, how many HTML elements can you do in 2 minutes or something. Everyone was having a go at it. You think you know quite a lot but then you realise there’s so many more you didn’t know and there was so many that I vaguely remember and but probably would never use. That was the funny thing, writing about these elements where I think “Well, that’s that one done. Never going to use and nobody’s every going to read it either but it’s got to be covered.

    Paul:So with the CSS reference guide that they produced they have now turned it into a book. Are they intending to do the same with this? Is that the plan?

    Ian:Absolutely. And that was the other strange thing I thought “This is kind of a strange business model. They are going to put it on-line for free but also gonna do a book. Will people actually buy a book?” But I’m sure they don’t do these things without doing the research first. I’m pretty sure they’ve got a good idea on what they’re doing with this. I never went into it thinking I’m going to make millions out of this because it’s never going to happen. Anyone who’s written a book, yourself included…

    Paul:I’m still witting so I’m still in that naive state of thinking “Yeah, it’s going to sell hundreds of thousands of copies and millions of copies and I’m going to be rich”. So don’t shatter it.

    Ian: Sorry Paul.

    Paul: Just say how much money I’m going to make.

    Ian: Oh yeah, you’re going to be rolling on a bed of money. You’re not going to know what to do with the stuff.

    Paul: Excellent. Wonderful. Great. I’m looking forward to that. *laughs* So basically it’s gonna turn into a book before too long.

    Ian: Ah yes.

    Paul:You mention that there were some things in there that you thought “I’ve written this but I’m never going to use this and probably no one else is as well”. I noticed there were a couple of sections in there dedicated to depreciated HTML tags and stuff that people actually shouldn’t use. That’s a bit of an unusual decision isn’t it – to put in stuff people that people actually shouldn’t be using. Why take that route?

    Ian:Well the thing is because it’s a reference you have to include everything. So everything that is in the W3C approved recommendation, everything in there is included. Even if it’s as much use as a chocolate teapot it has to go in there. And that includes the deprecated tags but there’s also things that are included such as blink or bgsound or marquee that were never actually defined in any standard but because they have almost universal support, not all of them have the same level of support, but basically there’s a lot of elements out there that were never defined in the standard but are well supported. So the decision is this has to go in there, we can’t deny it’s existence. It may not be something that anyone would want to use but as it’s a reference book we should include it. There were some that we didn’t include that I can’t remember off the top of my head what they would be. Things that were perhaps defined in Netscape 4 and just are not supported in anything and given that Netscape 4 is dead and gone a long time ago, there were some things that didn’t make it in. But the reason for having a second index that said “Here are some elements that you shouldn’t use or should avoid or these are deprecated ones” was really a case of saying that we’ve got this index of all these things and I don’t want anyone to think that because it’s in the index that it’s necessarily approved. So I wanted to kind of pull them out and say “It’s in the reference but actually we don’t really you to use those.”

    Paul:Which are the worse culprits? Which are the ones you think that people are using a lot and they really, really shouldn’t be? Your chance now to lecture people and preach to them about their bad HTML.

    Ian:Well strangely enough I don’t actually see a lot of them used now. I think probably the most common is people using the bold and italics, the <b> and the <i> tags, when really they should be using strong and em. Then again the b and i tags do have their place but they are usually misused. Thankfully the kind if things that I wouldn’t want people to use, you don’t tend to see much nowadays anyway like the blink, marquee or bgsound that was always a pet hate of mine. You’d visit a site and then suddenly you’d get some Indonesian Gamelan music blaring through that was set in a bgsound. I was kind of thinking it’s good that this is gone but if you go to any page on MySpace and they’re replaced it with something that has got sound in Flash. So yeah, that may have gone but they have replaced it with something equally annoying.

    Paul:Now there’s a little question there. You say that bold and italic have got that place. How is it supposed to be used? Educate me as to the proper use of those two.

    Ian:Well if you what you are actually marking up something that describes something typographical. So if you are putting the b tag around something because you are describing it as bold. So it’s that kind of context. I use in the examples on the reference it’s like I’m describing a sign of something like that. So there are reasons when you use it but generally speaking when people are using it is when you want emphasis or strong emphasis. In most cases what I would end up using would be strong and em because that is what I’m normally trying to do, emphasis.

    Paul:What other kind of bad practice have you been seeing? What are the things, not just with specific tags but general bad practice, that are your pet peeves when it comes to HTML? What things are people doing a lot that just piss you off?

    Ian:Like I said earlier, because of the kind of sites that I tend to look at I don’t actually stumble across too many coding sins because that’s kind of the circles I’m in I suppose. The funniest thing is when you see your own mark-up from years ago and I’ve just had to do this for something at work where I’ve taken on a reworking of something written 10 years ago and I’m like “Oh my God. This is awful”. It had been duplicated 5 times instead of one file with the logic inside that one file. So it was like “Hang on. I have to do this five times over?”. But it was nice to go back and see something that was old and table layout and all the rest of it and give it a good clean up in the process. So yeah, it’s funny when you look at your own mark-up and think “I’ve moved on”.

    Paul:Even when you just look at what you learned from when you started doing standards to when you’re doing it now. I look back on the early standards work I did and it’s all div-tastic. There’s just divs everywhere.

    Ian: Oh yeah. But there’s no meaning to the document as such.

    Paul: Yeah. No meaning whatsoever. It used CSS so it must be alright *laughs* Which obviously doesn’t quite work does it in reality but there you go.

    Ian:I guess the kind of thing that I really see a lot is just general sloppiness. People not closing tags when they’ve said they are using XHTML or unsymmetrical opening and closing. Those kind of things. Probably the first thing is missing alt attributes for images which is such an easy thing to put right but I see it so often. I guess probably the worse offences come from the kind of people who probably have never looked at a reference and may never look at a reference so I don’t know that this would solve the problems. And by that what I mean is people who would never actually get their hands dirty in the code. They’ll be using things like Frontpage, Word. You know – save as HTML in Word. You just want to beat them over the head with a large reference book. I don’t know if those kind of people are beyond hope. Maybe we we’ll be there at one point who knows. Maybe they are not beyond saving.

    Paul: Nobody is beyond hope.

    Ian:Funnily enough, I was saying about the Frontpage thing. It’s quite shocking I was looking at the program for a local college evening course and out of curiosity I flicked through to the computing section to see if they were doing any web design courses and
    yay, there were. How To Build A Website and it was a seven week course, how to build a website using Frontpage. And it was like head slap, what are they doing?

    Paul: Ah. That’s amazing that people are still doing that.

    Ian: Shocking. So yeah. It’s not going to go away in the short term still.

    Paul:When you were going through this reference, putting it together, was there a tag that you came across that you thought “Why don’t I use this more often? That’s an underused tag.” For example, I’ve just suddenly started using definition lists more.

    Ian: Paul, you’ve taken the words right out of my mouth. That’s exactly what I was going to say.

    Paul: There you go then.

    Ian:That’s exactly one of those things that I don’t tend to use an awful lot myself but there are certainly uses for it. When we did this quiz thing that we were talking about earlier, I did with some people at first. So few of them had actually heard of definition lists. It was like “What is this markup of which you speak? What is this dl? What is this dd?” They had never heard of it and it surprises me but, I don’t know, maybe it shouldn’t be a surprise. You see list items used absolutely everywhere but it seems to be a bit of mystery to people. So that would be one that people could use more often and I’d certainly like to see people use them more often.

    Paul:Umm. I’ve found it really useful. It’s surprisingly how many of the things, for example a news story where you have a title and then the description underneath the news story. There’s loads of examples like that where there are these paired matchings that suit a definition list so well. It’s a cool tag, if a HTML tag is capable of being cool which is probably doubtful.

    Ian:There are some others as well which I would certainly like to see people use more often and they’re not ones that I don’t use, I use them all the time. Things like the accessibility specific type ones like for forms: label, fieldset and legend. I’d like to see them used more often. To some people this is something that they still don’t get. Of course in general, using the proper semantic markup. As you’ve already mentioned sites that are div-tastic. Stick a couple of headings in there and some unordered lists and already you’re starting to give your document more structure.

    Paul:So talking about semantics and all that stuff, I noticed that you have a section dedicated to Microformats. Microformats aren’t really part of the W3C specification so why did you decide to include them?

    Ian:Because it’s really cool. Yeah, it’s really cool stuff Paul. No, the reason really is because in the process of drawing up the table of contents, looking at all the elements we needed to cover, it became clear that there are certain things that HTML can’t do. Obviously this is not a revelation otherwise Microformats wouldn’t have come about anyway. But it felt right to put it in because essentially although Microformats are still developing they do go through a rigid process of being documented, discuss, ratified and all the kind of thing. So while it isn’t W3C recommendation it feels like it’s controlled. Also it doesn’t really do any harm. You can add this in over the top of HTML. You’re still using plain old HTML but adding that extra richness in without necessarily doing any harm. So it felt like something safe to put in. I guess the only problem with putting something like this in, at least for the printed version of the book, is that as they are developing it can get out of date. At least with the on-line version as things get added and they are adopted, that can easily be added in. It felt like a useful thing to do.

    Paul:And it’s good to give Microformats higher profile because I think there are still a lot of people that are unaware of them. So it’s good.

    Ian:I was gonna say it is by no means a complete Microformats reference. It really is still a fairly entry level introduction. I mean there are books out there specifically for Microformats. If someone really wants to learn more they’d do better to pick up a book or go to Microformats.org to learn more. Hopefully it would give some exposure to it that perhaps wouldn’t otherwise. And the other good thing about it is because the reference on SitePoint is very, very searchable hopefully by the time that Google’s indexed it you will find people that stumble across that wouldn’t have done otherwise and just from doing a search from inside the site itself. There’s a chance that people might learn about Microformats when they might not have otherwise of done. But we’ll see.

    Paul:Bearing in mind that a lot of people listening to this podcast are web designers and you know, they are sitting there going “Well I know HTML”, like we were saying at the beginning that you have this perception that is something you know back to front. So just to finish up with is there a kind of one area that you really want to challenge people over or one piece of good practice that you’d like to push people on where they’re not as hot as they should be.

    Ian:Hmmm… That’s a tricky one. I’m obviously aware that the audience of the podcast know a fair amount already. I guess you do have some people that are relative beginners so I’m not entirely sure the advice is appropriate for the audience. But the kind of advice that I would always give is that, and maybe I’m teaching people to suck eggs here, but really it’s so much more useful if you can learn from the ground up. You know, learn the code using really simple tools. I use Dreamweaver a lot, an awful lot, but that’s because I know how Dreamweaver is going to handle the markup. I know if there any little forbals, what it’s gonna do. So it’s very quick for me to use that without causing any real damage. But I wouldn’t really recommend that to a beginner. I’d say learn the basics. Walk before you run. Obviously things like I mentioned earlier – Word and Frontpage. Never, ever dream of using anything like that because they just do an awful, shocking job of it. In essence, HTML is not difficult to get to grips with. What I tend to find is a problem is what you then layer over the top of it. It’s the browser incompatibilities with CSS and obviously with Javascript it can be as simple or as complex as you like. HTML is not massively difficult to learn but it’s still useful to learn from the ground u
    p and not let a tool do it for you. I think that’ll be my advice.

    Paul:On one hand it’s not difficult to learn but on the other hand I think it’s quite difficult to master, if that makes sense. It takes quite a long time…

    Ian:You’re talking about the pedantic kind of… When you start to argue about the fine details about which element is appropriate for this usage and you can get into some debates over some things, yeah.

    Paul:I liked the way you referred to it as pedantic. Do you think we’ve gone a little bit overboard with our obsession with HTML and marking up everything correctly?

    Ian:I don’t know. I think it’s a good thing that people discuss and try and squeeze the most out of it. But there are some grey areas and you do sometimes think it is a bit limited, hence things like Microformats adding the richness on top of it. But I don’t know. It’s usually good natured, put it that way.

    Paul:Oh OK. I thought I was going to get you to say something really controversial that would get you flamed but I didn’t quite manage to…

    Ian: What luck “HTML SUCKS!”?

    Paul: Yeah like “Just use Frontpage. It’ll be fine man.”

    Ian: Yeah something like that.

    Paul:OK. Thank you so much for coming on the show and where can people check this out if they want to try out this reference for themselves?

    Ian: The HTML reference is at http://reference.sitepoint.com/html and if you want the CSS reference, replace /HTML with /CSS. And I understand that the Javascript reference written by James Edwards aka BrotherCake is still ongoing. So at some part there will be a third part to this reference. So we’ll have all three layers.

    Paul:And I have to say I’ve been impressed with what I’ve seen so far. I’ve actually been using the HTML reference believe it or not. In fact I used it yesterday to check something. I can highly recommend it. Much better than that crappy old W3Schools so you can ignore that from now on and use that instead. OK, thanks very much Ian. That was really good and I look forward to seeing you soon.

    Ian: OK. Thank you very much Paul.

    Thanks to Lee Theobald for transcribing this interview.

    Back to top

    Listeners feedback:

    Can you trust developers?

    JW writes: I have been on the buying side of both fixed and hourly projects with lackluster results lately. The process can be quite frustrating for me with some of the following bubbling to the top:

    • Inaccurate estimates both in cost and time
    • A lack of commitment to carry out all agreed items within a scope when it takes longer to accomplish than originally planned.
    • The need to ask for more money when the scope doesn’t change.

    Which leaves me asking “How much is the developers “word” worth?”

    JW’s email goes on to talk about the differences between fixed price and time and material work. I believe that this is where the heart of the problem lies.

    I know many within the web design industry will disagree with me but I advise in my upcoming book to only work with developers willing to agree to a fix price contract.

    There are always exceptions, such as when you have found a developer you know and trust. In such circumstances I suggest the complete opposite. However, generally speaking I don’t believe it should be the client who takes the risk for projects overrunning. Obviously, if the scope is changed by the client then additional work should be priced and agreed (once again on a fixed price contract).

    Make sure the scope is clearly defined up front even if it delays the project starting. The tendency is to jump right into development work as soon as possible, especially when deadlines are tight. However, this could cause problems later.

    Unfortunately, occasionally you will encounter a developer who agrees to fixed price project only to move the goal posts part way through the project. By this stage it is difficult to walk away. How then do you avoid ending up with this kind of developer?

    There are two approaches that work well. First, before engaging a new developer ask to speak with a selection of their existing clients. If possible, contact clients independently of the developer. That way you won’t just get fed a tame client who is bound to say nice things.

    Second, for larger projects consider separating off some of the initial work into a smaller self contained project. That way you can ‘try the agency out’ before committing to a larger project with a greater degree of risk.

    In answer to the original question, I am sad to say you cannot trust a developers word. You have to put safe guards in place and mitigate the risk.

    The life cycle of a website

    Richard asks: What is the life cycle of the websites we develop as web designers? Do you see it as a short term year / year and a half, or a longer term two / three years? What kind of time period should we expect to wait before being contacted by a client about a potential redesign?

    I would like to challenge two presumptions you make in your question. First, you are presuming sites should be redesigned periodically. Second, you suggest that the client has to come to you. In my opinion, neither are ideal scenarios.

    I have written before about how, ideally websites should evolve rather than going through a continual cycle of redesign. I do however accept that this decision lies with the client and not yourself. Nevertheless I would encourage you to work hard at persuading the client of the benefits this approach brings. This serves both your interests as a web designer and those of your client. Throwing out all previous work on a site every couple of years is lunacy and totally unnecessary.

    I also have to say that you are doing your clients a disservice by simply waiting for them to contact you. It is your role to continually suggest ideas on how their site could be improved based on emerging innovations.

    We offer our clients the opportunity to regularly meet with us (free of charge) to discuss their site and where they should go next. This encourages them to think in terms of evolving their sites. It also ensures the sites do not stagnate and die.

    Not that this approach is completely altruistic. By speaking with our
    clients regularly we ensure they don’t forget us and increase the likelihood of repeat business.

    Do we always take this approach? No. Some clients don’t want us continually pestering them. Some simply cannot afford to move their site forward. In this case we take a more passive role, encouraging them to read this blog or just ‘keep in touch’. However, this is the exception not the rule.

    So to answer the original question; I would argue that the life cycle of a website should ideally be indefinite, as it evolves and changes overtime. This happens through a partnership between agency and client.

    Back to top

    Friendly web addresses

    When redesigning boagworld considerable time was spent formatting the sites’ web addresses. In this post I explain why so much time was taken and introduce you to the tools I used.

    Website owners are beginning to realise that the address of each web page is a crucial part of its design. These friendlier website addresses provide three benefits:

    • Memorability
    • Better navigation
    • and improved search engine placement

    Understanding these benefits provide a small but significant advantage over the competition.

    Memorability

    For Boagworld, the major consideration was ensuring my web addresses were memorable. If you have ever listened to the podcast you will know that each week I refer users to the shows notes by saying something like…

    Go to boagworld.com/podcast and select show 114.

    I did this because the address was too long to read and remember. A typical show would have an address of…

    http://www.boagworld.com/archives/2008/03/114_forum.html

    The problem was almost always the same when referring to third party sites. The URLs were just too hard to remember or guess.

    Being able to guess a web address isimportant, and leads nicely on to our second benefit.

    Better navigation

    A well designed web address should enable a user to guess other related addresses. Take for example Flickr.

    To see my photos you go to…

    http://www.flickr.com/people/boagworld/

    Once you have seen that website address, it is easy to guess the address for another users photographs. The same applies to tags. Once you have seen that photos tagged with my name have the address…

    http://www.flickr.com/photos/tags/paulboag

    …it is easy to guess the format for other tags.

    However, the addresses on flickr do more than provide navigation. They also give context as to your location within the site. By looking at the addresses above you know not only where you are in the site but what type of information you are viewing.

    In effect the web address contains valuable information about the page. This helps explain why friendly urls are good for search engine rankings.

    Search engine ranking

    Search engines do not always like web addresses produced by dynamically driven sites. Long query strings such as…

    http://www.boagworld.com/index.php?sourceid=navclient&q=4

    …would have once been rejected entirely by search engines. Today things have moved on, and most search engines will crawl them. However, they still place limits on how they crawl them and so generally they should be avoided.

    Worst still, the web address above provides no keywords to help a search engine understand the meaning of the page.

    However, a semantically written web address like the one for this article…

    http://boagworld.com/technology/friendly_urls/

    …says a lot about its content.

    Hopefully now the benefits of meaningful web addresses are obvious. Let me now show you two tools I have used to improve the web addresses on the boagworld website.

    Useful tools

    The method for making your web addresses more friendly is largely dependant on the technology that generates your site. However if like me you are using a blogging platform, the chances are it already has the tools built in. Both movable type and wordpress allow you to set the format of your addresses and both have pretty poor defaults.

    For example, movable type will default to archiving blog posts using the following format…

    http://www.boagworld.com/year/month/name.html

    Generally people are not interested in seeing posts from a specific period. Instead they want posts on a similar subject. I have therefore changed the format to…

    http://www.boagworld.com/category/name.html

    Of course, you maybe working with a technology that does not support this feature. If that is the case, check out How to succeed with URLs(A) on A List Apart. This article provides so very practical approaches which may help.

    The other tool I have adopted provides a useful fallback if all else fails. It is called Shorty(B) and works likeTinyURL. You install it on your server and it takes long URLs and shortens them to something memorable.

    Screenshot of Shorty

    For example I could take the web address of an article on sitepoint about Friendly URLs and reduce it from…

    http://www.sitepoint.com/blogs/2007/11/05/friendly-urls/

    to…

    http://boagworld.com/links/sitepoint

    This is invaluable on the podcast as it allows me to read every address. However it could also be used to shorten the URLs of key content on your site.

    Hopefully I have convinced you of the value of friendly URLs and provided a couple of suggestions about how to start. However, I would love to hear your tips on creating the perfect web address. Post them in the comments below.

    110. The mighty Meyer

    On Show 110: Eric Meyer on version targeting, the business benefits of usability testing and do I have to have a blog?

    Play

    Download this show.

    Launch our podcast player

    News and events | The profit and loss of usability | Eric Meyer on version targeting | Listener emails

    News and events

    Before we kick off the news section today I should point out that I actually link to many more articles, tutorials and news stories than I ever include on the show. If you go to boagworld and click the links in the header you can receive all of these posts by either email or RSS.

    CSS reference library

    Raise your hands if you have ever used the W3 School. Okay put your hand down now because you are looking kind of stupid. For those of you who didn’t raise your hands the W3 School is a comprehensive reference sources for almost every web language around. It really is very impressive.

    The problem is that it doesn’t provide the nicest user experience. If you are looking for CSS reference information then a possible alternative is the new Sitepoint reference section. At the moment it only includes information on CSS however they are obviously looking to expand.

    Its design is a lot more attractive than W3 School and although it is not as comprehensive it will provide you with all the latest information on CSS properties including CSS 3. It also provides you with an indication of which browsers support that property.

    Stay on :target

    Talking of CSS 3 there is an interesting article by Brian Suda over at Think Vitamin entitled Stay on :target. Target is a new CSS pseudo-class being introduced in CSS 3. Although it has yet to be implemented by Internet Explorer it is supported by many other browsers.

    Essentially what target does is allow you to style a target element in much the same way you can style on hover. So when you click on a link that goes to a fragment identifier (what used to be called anchor links) then it styles that fragment.

    So for example a good use of this attribute would be to highlight the content that you have just been jumped to (like the fade to yellow technique) or to hide and show content when the user clicks on a tab.

    Of course many of you might be asking why I bring this up when it isn’t supported in IE. Well, not only is it an interesting glimpse into what is to come, it can also be used right now when the functionality provided isn’t crucial. For example you wouldn’t want it to hide and show content but it might be okay to highlight linked content with it.

    Read the article and you can see the potential yourself.

    Search behaviour patterns

    Another article worth reading is Search behaviour principles over at Boxes and Arrows. This article looks at how people search and the different types of searchers there are. It also looks at what things affect the way people search and techniques that can be used to accommodate their approaches.

    As I have said before on this show, not enough attention is given to search and this article will really get you thinking about how to better accommodate it. Best of all there are still a lot of hints that can be applied here even if you are lumbered with an inflexible search mechanism that cannot be customised or tweaked.

    10 principles of effective web design

    Talking of search usability brings us nicely on to our final story of the day which is a post from Smashing magazine. We haven’t mentioned them in a while but this week they are back with another top ten list. This time it is the 10 principles of effective web design.

    Personally I think it is a misleading title as actually the post is about basic usability techniques. That said, it is a very good list and contains some really solid advice. It also contains lots of examples which really helps you get your head around the issues.

    I don’t think the post has a lot to offer seasoned usability testers but if you have always avoided the subject in the past then this is a nice simple starting point.

    Back to top

    Feature: The profit and loss of usability

    We have looked at the subject of usability testing relatively recently on the show and have mentioned it countless times before. However, never have we taken a step back and asked the fundamental question: why is usability testing important? This week we look at how usability testing can be presented to clients and dispel some of the misconceptions about it.

    For more detail on what we cover read my post The profit and loss of usability.

    Back to top

    Expert interview: Eric Meyer on version targeting

    Paul: So on last weeks show we discussed Internet Explorer 8 and some of the plans Microsoft have for it and joining me this week is Eric Meyer. Hello Eric, good to have you on the show.

    Eric: Cheers, hello.

    Paul: Cheers, very British of you.

    Eric: I try to localise my content.

    Paul: Yes, very good. Most impressed! We’ve got Eric on the show really because this whole news surrounding Microsoft and what they were planning to do was broken on the A List Apart website, in 2 articles, one of which Eric wrote. The reason I think I wanted to get you on the show to talk about it is because I was kind of struck by the honesty of your article that a lot of what you were saying was very much ‘I really don’t want to like this idea but…’ kind of attitude. Which is the kind of attitude that I think goes down well with the people that listen to this show. So I was wondering Eric, could you kick off by giving a brief explanation of what it is that Microsoft are proposing doing, just so that we’ve got a bit of an understanding of it?

    Eric: Um, well pretty much what they’re proposing is that Internet Explorer, Internet Explorer 8, and in the future will recognise a single element, a meta tag which can be used to say ‘This is the version of Internet Explorer that I want you to act like’ so that Internet Explorer 11 can act like Internet Explorer 8 did, or Internet Explorer 7.

    Paul: Right.

    Eric: So the idea basically is well they call it Version Targeting so that you can have your page actually targeted to a certain version of Internet Explorer even if newer versions have come out.

    Paul: Ok. So, I mean at face value that sounds very much like browser sniffing, which is obviously something that has kind of become considered bad practice. How does it differ?

    Eric: Well my perspective is that it differs because it actually reverses the direction of sniffing. Browser sniffing To date it has been a case of authors trying to figure out what browsers they want to sniff for and what should happen as a result. This was sort of the reverse side of. It would be the browser sniffing the page to say, ‘What do you want me to do?’, at least in the case of Internet Explorer. It should be clear that Microsoft has so far as I am aware anyway not proposed that anyone else has to do this, or that this has become any part of any sort of standard. They’re saying if it is what we want. This is what we’re planning to do on the browser. So they have the same echoes. I really feel like they are not the same thing. There are a lot of people who disagree with me but they are really very different because one of the reasons that browser sniffing by authors has become viewed as a bad practice is because it becomes fragile over time. First of all there’s a case of people saying ‘If this is Internet Explorer do such and so’, and they don’t consider that there might be a version this version of Internet Explorer that might change what I’m trying to work around. Another reason is that people make guesses about what will be in user agent strings which is usually what people browser sniff on and sometimes those guesses turn out to be wrong as when Safari first came out its user agent strings had the phrase White Gecko in parenthesis.

    Paul: Yeah.

    Eric: A lot of people had done browser sniffing scripts that looked for the word Gecko so all of the scripts thought that Safari was Mozilla, Firefox or whatever and so some of them broke. In a way it is hard to fault the authors because how are they supposed to know a browser from Apple, not based on Gecko, would have the word Gecko on it’s user agent string and yet that happened so this would be much more controlled it seems to me were it would be browser saying ‘What do you want me to act like?’ and that’s the other reason this has varied from browser sniffing usually tries to predict the future, whereas this version targeting that looks like it will happen in Internet Explorer it actually has to predict the past which is inherently easier to do.

    Paul: Why has Microsoft decided to take this position? It seems to me like in some ways they’ve created a rod for their own back in the sense that they are producing I don’t know, Internet Explorer 11 and in that has got to be the rendering engine for 10, 9, 8, 7 and all the way back. Is that not just a lot of work on their part? What’s driving them in this direction?

    Eric: I think it will be a lot of work on their part. I do not believe that the idea is to have completely separate rendering engines for each of those browsers, but to have effectively if then else statements in the rendering engine or cases or switch statements for a little more program language savvy. The reason that they’re doing this is that they really have a problem, well they have a dilemma, and they need to get out of the dilemma. The dilemma that they face is basically this: There are a lot of pages out there both on the public web and in private intranets that were developed to IE6 or IE7 let’s say and weren’t developed in an open standards way they weren’t developed the way a lot of people in the standards movement develop sites which is to code to the standards and then figure out how to work around the problems that they encounter. If you have an intranet, a massive intranet site, and your company standard is IE7 the default tendency is to develop it to IE7, you use behaviours that are not correct according to the standard, but are the way that IE7 acts. You have all these past mistakes which every browser makes past mistakes. IE7 it can be argued has made more mistakes than others, not an argument I want to get into. They have that situation where there’s this large legacy of pages. So they can’t have those break for a number of reasons, many of them business reasons, actual monetary reasons but at the ground level you could look at it as if the browser changes enough that those pages start to break it becomes a bad browsing experience for users of that browser. At the same time, the Internet Explorer team would like very much to improve their standards support. They did this for IE7; they fixed a lot of things. They went more towards the updating the browser and didn’t worry quite as much about breaking sites, and they got into quite a lot of trouble over it both internally and externally. There were people who took on the task for breaking the web. We’ve been here before as an industry back in 2000. This is how DOCTYPE switching became to be because the first few iterations of IE and Netscape did very badly at CSS support. They tried and more power too them but Internet Explorer got the box model wrong. Netscape got so many things wrong that they had to junk it and start off with a new browser. So DOCTYPE switching was basically invented as a way of being able to say ‘Given these criteria render pages the way they used to be rendered and give them these other criteria go the more standard route’. From the Microsoft prospective this is like a super DOCTYPE switch except in this case instead of hinging it on a DOCTYPE they’re hinging it on information about what the browser version is.

    Paul: Yeah. It is interesting when I first heard about this and I first read your article and the other one on A List Apart, my initial reaction was oh no all this feels wrong and indeed which is what in the sense you said that you went through when you were writing the article and then we actually were discussing it on last weeks show with John Oxton and John Hicks, the same kind of thing came out that we felt very uncomfortable with this and we were reflecting on a lot of things that were said including Jeremy Keith who made this point of you’re actually in a position where you’re actively having to tell Internet Explorer 8 how to behave like Internet Explorer 8 and not IE7, which seems a bizarre set of circumstances but since then I’ve been thinking about it a little and I’m struggling to come up with a reason that I really object to this beyond a principle of the thing that I feel like I shouldn’t agree with it but I’m having trouble articulating why I guess. What kind of things are you seeing? You must have seen a lot of objections come up when you are brave enough to step up and say what you did on A List Apart, I’m sure there was quite a backlash. What kind of things are people saying and throwing against this?

    Eric: Well I can see quite a few objections.

    Paul: *laughs*

    Eric: Well one of them is an objection that Jeremy brought forth which I think I am glad that were talking about that which is that the default behaviour is to default to IE7 as I understand. So when IE8 comes out, if it doesn’t see this version target meta tag in a page it will assume that page is to be treated as IE7 would have treated it, which again completely reverses what were used to. What were used to is when a new browser comes out the page will be interpreted according to the latest and greatest unless you’re using a quirks mode DOCTYPE switch but anyway, it’s bizarre, and yet I did go through the same thing when I first saw it I was like &#”;What!&#”; *laughs*

    Paul: Yeah.

    Eric: Good old WTF basically.

    Paul: *laughs*

    Eric: And when I first saw this it was at the beginning of January when Aaron Gustafson submitted the first draft of his article, I hadn’t actually heard about this before then, and I started arguing with him about it in the A List Apart editing forum and very quickly came to realise, &#”;Why am I objecting to this?&#”; and I took the time to step back and say &#”;What’s the deal here?&#”; and that’s were my article came from with the two of us going back and for and it was like, could you write an article about that because that’s what a lot of people are going to go through. So there’s the default behaviour, you have to have the meta to have the latest and greatest, yeah, I would like to see that changed, I would like to have Internet Explorer act the way browsers always have because that’s what I’m used too, but at the same time I have to be realistic about the problems that they face, that I was explaining before.

    Paul: Yeah, because that wouldn’t solve their fundamental problem which is that people that aren’t aware of working to the latest standards aren’t going to be aware that they have to put meta data in there pages either.

    Eric: Right, so people have said that Microsoft, of anyone, are in a position to educate people who are not aware of the need to do that one thing and that’s the point I made when I was talking to a member of the IE team about this. There are other objects that I think mostly have been related to that for example Bruce Lawson posted just in the last few days, the default behaviour means that from an accessibility point of view any page that doesn’t have this meta tag is stuck with IE7′s accessibility support which apparently is not were it should be, so he’s made the point that freezing pages to IE7 in the absence of any other information freezes them in this inaccessible state, I’m not an accessibility expert so I don’t know how best to categories that but, will have accessibility problems and keep them for years and years as opposed to, ya know, as accessibility problems improve in Internet Explorer, getting those benefits and that a very real objection and a very real concern, and I think one that needs to be made to the Microsoft people because accessibility is very important. There are other objections from the javaScript community, it’s actually been interesting in the javaScript community, there’s been a real dichotomy, there have been some javaScript library authors who’s been like &#”;Yes! Finally, thank god somebody is talking about versioning!&#”; right, and there’ve been others who have been like &#”;Oh my god, are you kidding, libraries will have to support all these backwards engines&#”;.

    Paul: Yeah.

    Eric: Again, I’m not an expert to know what side of that certain dichotomy I would come down on, in my own blog posts I’m saying, wouldn’t you just use object detection and not worry about what the version number is?, but I guess that doesn’t fully address the problem, or at least that’s what I’ve been told. Again it’s something that needs to be figured out, because there have been some fantastic javaScript libraries and fantastic things that can be done with those and if this is a move that will hamper the growth of that field then that’s something else that would also bother me. There’s also the security objects, the idea that every backwards versions that you have your complicating your ability to keep your security holes closed, that’s the kind of thing we’re I have to say &#”;Look that’s down to the browser maker to figure out&#”;.

    Paul: I guess that the problem with the whole default behaviour thing is how badly it’s going to break things, how many sites are going to be broken if the default behaviour was the latest browser and how badly are these sites going to be broken, are they going to be unusable? Are we talking about some small changes? I guess there are a lot of websites out there as well that just aren’t supported at all, content has been put online, nobody is checking them, nobody is checking when a new browser comes along, and if when IE8 was released and those websites became completely inaccessible and unusable then obviously there’s a big issue there because your loosing vast amounts of content on the web. I guess a lot of it is unknown entities at the moment isn’t it? It’s guess work.

    Eric: Yeah. There’s a lot of guess work and that’s part of the problem, I think if we knew, if there were some kind of statistics, like if the IE team were to come out and said we built a version were the default behaviour was latest and we tested it against these 1000 QA sites and 20% of them broke, 5% were completely unusable, that would be one thing, or if they said we tested and 2 sites were broken, you could still read them but they look a little weird, that would be different and nobody does really know and at least nobody outside of Microsoft and maybe not even them, I don’t know if they’ve done that kind of testing yet. And, I’m sorry, there is one other objection that come from a couple of other browser manufacturers that this is in affect, anti-competitive, whether it’s meant to be or not, but it has that effect because Internet Explorer has such a large market share they have to worry about what it does and so to them it becomes a lot harder to do that, so if they are going to keep up this effort it’s going to become a lot harder to do in this version targeting world after a few releases, of course the question is whether they would need to do that or not and there’s a lot of debate about that, there are people who are like, &#”;Just stop, stop making reference to Internet Explorer and just let it strangle itself to death&#”;. I don’t want to get into all the back and forth that’s happened but that is another objection.

    Paul: I guess, is there some danger here as well that once you’ve got this version targeting in place Microsoft could go off on some complete tangent and start introducing all kinds of proprietary functionality into their browser that isn’t supported in the other and we end up in a situation were we’re having browser wars again with different browsers implementing different proprietary tags and stuff like that, or are we truly beyond that do you think?

    Eric: Umm, It is certainly a risk and how much of a risk influences were people stand on this. I don’t see that personally as being much of a risk, because yes, the Internet Explorer team could introduce a load of proprietary properties that let an author change the colour of the browser kernel right or replace the backwards and forwards buttons in the browser, whatever, and if nobody else supports that, I think those efforts will largely support them strangling themselves, I mean, colours scroll bars we don’t really hear about anymore, people will still do them, but nobody else really cares.

    Paul: Yeah.

    Eric: So, I would not claim to be smart enough to see everything that could possibly be done but I think in a lot of ways that might not be a bad thing, because it would let Microsoft experiment with less constraints, they can do initial implementation of things that are in CSS3 and if the behaviour of those things changes, in a later version they can fix what they did, they can change to match the spec, and then still have backwards compatibility for pages that took assumption of that, there are people that would say &#”;Well they should never implement anything that hasn’t been completely nailed down&#”;, but that doesn’t really work, because one of the ways that you get yourself out of the candidate recommendation stages at the W3C is to have implementations and the only way to have implementations is for someone to implement them and if they find out during that phase, and this is what the candidate phase is about, if they find out in that phase that such and such property that has been specified, doesn’t work in the real world for whatever reason, they’re then able to go back and change it, but in the mean time if your Internet Explorer and 11′ty billion pages have been implemented to your particular version of the property.

    Paul: So, you wrote this A List Apart article that went out of the 21st of January, and we should probably say that we’re recording this interview on the 29th of January and it’s not going to go out for another week, so things might move on in-between but there’s obviously been a lot of discussion since you released that article, have your views really changed in any way, are you still in favour of this approach or have there been more concerns raised that have made you doubt it?

    Eric: Hmm, I’m still in favour of the general idea, the implementation I’m a little less, I guess I would say I’m more agnostic about, but the general idea of backwards compatibility so as not to break sites, whilst still being able to change and improve and fix the browser I’m all in favour off. The default behaviour still bothers me, and I’m still having trouble working out if there is a case of honest to goodness technical reasons or it just feels wrong, there has to be something, how’s it’s gone about is a different question, if the IE team and the people that they have to answer to effectively can be convinced that having the default behaviour switched and then educating people whole want to freeze their sites, on how to freeze there sites using the meta, they can be convinced to do that and that that will fix the problems that they face then I’m all for it. Accessibility concerns do bother me and I think that that’s another argument in favour of switching the default behaviour but at the same time I also have to recognise that switching the default behaviour, as you said earlier, from a certain prospective, completely negates the entire reason to do this, given a certain set of circumstances if they’re going to switch the default behaviour it might almost as well not even do it. Again though that also depends on how much breakage on how many sites and what kind.

    Paul: Yeah.

    Eric: The other unknown that we’re facing here is we don’t yet know just how different the IE8 behaviours are compared to IE7, we have a clue in that we already know that there’s an internal build of IE8 that can support the ACID2 test, which they weren’t even really very close too, well I guess that depends on who you talk to, but they didn’t support it before so in or to support ACID2 they have to have things like generated content with CSS which we completely don’t have in IE7 they have to have fixed some of there parsing bugs and so on and so forth that hints at a very large change, an even bigger change than that between IE6 and IE7, but we don’t know at this stage, it could be, and this has been one of my objects to ACID2 or one of my discomforts with ACID2 over the years, it could be that they’ve just implemented exactly the things that were needed to ACID2 work and not more, which is the wrong way to go about supporting ACID2 and I don’t know that they’ve done that, but it’s possible. So I may be that it’s not such a huge change, but those things came about as sort of a broader push towards implementing more advanced selectors and fixing bugs and implementing area content and really pushing into the areas of CSS2 that they don’t support and the areas of advanced CSS modules that they don’t support yet, then that could be an enormous change and in that case there’s more chance of them breaking a ton of sites if they don’t have a mechanism like this in place to deal with them.

    Paul: So I mean in some senses, after discussing this for however long we’ve been discussing it, there’s very little at this stage that we can really do about this, for the average web designer, Internet Explorer 8 isn’t going to be out in the immediate, one presumes and even when it does we’re talking about relatively minor changes that they’re going to have to make to their site, I guess the biggest immediate concern is maybe how you think about building sites at the moment, do you worry so much about things like progressive enhancement if maybe the way that Internet Explorer works in the future, I guess they’re still good principles.

    Eric: Yes, absolutely they’re still good principles and that is how I have developed sites and will continue to develop sites and really I think what it comes down to here is who’s going to have to add the meta tag.

    Paul: Yeah.

    Eric: Is it going to be people who do forward development, ya know forward compatible development, is it going to be standards aware developers or is it going to be people who aren’t in that sort of craft. It’s not fair in a way, that the people who have been doing things in the right way will have to take that on, but on the other hand it could well if you look at the numbers, there are a lot less of us.

    Paul: And in some ways we’re much more equipped to do it.

    Eric: Right, to understand why it’s needed and how to do it the right way and when not to do it for that matter.

    Paul: Yeah.

    Eric: Because when you develop a site for someone and it seems like a one off and they really not going to be keeping it up, you might want to keep the meta tag off because you know that that will default to IE7 and that’s what you want or you might explicitly include it because you want it to default to IE7 and IE8 or ya know on my site if this happens I’ll probably use the edge keyword of IE equals 1024.

    Paul: Yeah.

    Eric: So I’ll always get the latest and greatest and so that’s for me personally, but for a client I would have a much harder time justifying that because clients don’t care if it’s forward compatible development or not they just care about whether their site works and will continue to work right and so the point has been made, as you did, that in a lot of ways people who are sort of more clued in are better equipped to take this on as opposed to somebody’s grandmother who uses Dreamweaver or whatever to put together a site for her poetry circle and this happens all the time, they don’t even look at the mark-up let alone would understand why this would need to be done why there would need to be some kind of meta tag, first you would need to explain the concept of tags etc, etc, etc.

    Paul: I mean a lot of these people don’t even realise that there are multiple versions of a browser, or indeed that there are multiple browsers.

    Eric: *laughs* And those are also issues that will need to be faced, somebody is going to have to do this. A lot of these advances that IE8 seems to have ready to go as indicated by passing the ACID2 test may well have to come back out.

    Paul: Yeah.

    Eric: You can always back changes out of a code base and that really seems to me to be the dilemma and I’ll want to say again, there are people who reject that as being the choice, there are people who feel very strongly that that isn’t in fact a choice, even if you except that’s a choice that they should keep the changes in but be willing to break sites because sites always have to be updated anyway and that’s how browsers have always done it, so there’s a large amount of history that says that can happen but browsers can still advance.

    Paul: We will see won’t we, that’s what it boils down to. We will have to wait and see. Okay, Eric, thank you so much for coming on the show and talking that through, it’s an interesting area and I think it’s an area that will have significant impact on how things develop in the future, so it’s good to have your perspective on it. Thanks very much.

    Eric: Paul, thanks for having me on, I really appreciate it.

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    Listeners email:

    Basic CMS options

    As in last week’s show I so badly bastardised the name of our textmate reviewer, I decided it is only fair to allow him another go this week. He asks:

    I have a friend who wants me to build a website that they can update. They don’t know how to write HTML or CSS. What is the best way to solve this problem?

    The obvious solution is to use a content management system of some type. Indeed this is something we have covered before on the show back in show 24. If you were building a relatively big site that needs constant updating, then I would definitely encourage you to check out that episode. However if your needs are simpler a full blown CMS might be overkill. In such situations you should consider a simple blogging system like WordPress.

    One final option maybe to use a tool like Contribute. That way you could build a nice simple static site but your friend would have a WYSIWYG tool to edit it.

    The importance of blogs

    Our second question is from Lauren:

    My question is about starting a blog. Right now, my nights are filled with homework, but once I complete my program, I can truly dedicate my time to building my portfolio. Are blogs really that important now? I don’t know if I can come up with meaningful content to make my blog stand out. Does this mean that I won’t be able to find a good job in the industry without one?

    You talk about a portfolio and blog as if they are separate things, but I would suggest they should be combined. As somebody who regularly hires web designers, I have to say I find portfolio websites frustrating. At worst they show me some pretty pictures, at best examples of fully functional websites. However, what they don’t tell me is the thought process behind the designs. Why did you choose the colors you did? Who is the target audience and how did this affect the design?

    A blog can also be used as a portfolio but allows more depth into the designs you are presenting. Also, a blog allows you to link to other content on the web and express your views on that content. This shows me as a potential employer that you are well read and interested in what is out there.

    As a student looking for your first job I wouldn’t expect your blog to include new CSS techniques or innovative approaches to user testing. However, I would like to see examples of work fully explained and evidence that you are reading other web design sites and have opinions on what you are reading.

    Show 95: In honour of the the RAF

    On this week’s show: Paul shares some techniques for selling your services through your online profile. Marcus discusses project time scales and Ben Hunt talks about marketing your web business.

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    News and events | Project time scales | Social networking for sales | Ben Hunt on marketing a web business

    News and events

    The Rissington Podcast

    For over 2 years now we have been doing this podcast and in that entire time we have reigned supreme. There have been other web design podcasts but lets be frank they have been shit ;) Obviously out of politeness I have pretended they had their place but I think it was obvious to all that only boagworld was really worth listening to.

    However, like all great empires sooner or later they crumble and fall to a new rising star and I fear that maybe true with Boagworld. There is a new kid on the block called the Rissington Podcast. Not only is it hosted by two web design guru’s in the form of John Oxton and Jon Hicks but it is also professionally put together and at times really funny.

    This rambling, question based show shares some great advice on web design in an entertaining and friendly manner. Definitely check it out, we promise not to cry. After all, it is even more British than us!

    Net Promoter Score

    On last weeks .net magazine podcast we got talking about how to measure the improvements we make to the user experience in order to prove their value to a client. Peter Merholz from Adaptive Path mentioned something called the Net Promoter Score which I have confess I had never heard of.

    Fortunately I wasn’t alone in my ignorance because Andy Budd had not come across the term either. However, unlike me he took the time do some research into the Net Promoter Score and post his findings online…

    To calculate your Net Promoters Score, you ask your customers “how likely they would be to recommend you to a friend”, and get them to grade their answers on a scale of zero to ten. Zero would be extremely unlikely while ten would be highly likely. Those who answer nine or ten are considered promoters, and are the most likely people to evangelise your services. Those who answer between zero and six are considered detractors and are the type of people who will spread negative views about your services.

    To work out your Net Promoters Score, you simply subtract the percentage of detractors from the percentage of promoters. A good score would be in the range of 50-80%, while an average score would be 5-10%. A poor score would be in the negatives…

    Andy then goes on to explain how this basic question can be used to assess the value of your service. I can see why Peter brought this up on the show as it would seem an excellent way of assessing improvements made to the user experience. By testing before and after a site redesign it would be easy to measure improvements in the experience.

    Try it on your next project.

    15 Excellent Examples of Web Typography

    This is a bit of a random news story but I really wanted to mention it. I am excited to see that the movement towards better typography on the web continues to build momentum and I am constantly amazed at just what is possible with a bit of determination.

    Typography can me an incredibly powerful tool in our design arsenal, as I have no doubt said many times before. However, if you still need convincing then check out these 15 superb examples of web typography which I came across this week. There really is some inspiring stuff in here and it should be enough to get even the most jaded web designer playing with type again.

    Social net offers new perspective

    Talking of being inspired, my last news story of today is a post by Bill Thompson on the BBC technology site. I am not sure it is directly to do with web design but it certainly went a long way to re-energising me about the work I do on the web.

    The article focuses on how the social side of the web is transforming not just the way we interact online but also our world as a whole. While other journalists seem to be hammering the social net as a haven for child predators and terrorist trainers, Bill talks about how it is uniting cultures and making the news we see on TV real again.

    Bill writes:

    What will happen when these people (referring to online friends we have made) start dying in famines or wars, or when the climate changes caused by global warming lead to floods and droughts and natural disasters?

    What happens when the photos on Facebook and Flickr show devastated crops and starving families – and these people are not just faces on the television but old friends, people whose likes and dislikes and reading habits and favourite films we know and share?

    The world is different when it’s the people you know, and I do not think we will be able to resist the forces of change when our friends are dying on screen, in front of us, and we know that we could do something but have decided not to.

    The article really grasps the power of the social web, a power I personally am all too well aware of. Running and developing an online community is a strange thing. Many perceive social networks as a numbers game (a way of attracting traffic). However at its heart are real people and real relationships. I will never forget a woman called Crystal whom I became friends with back in 1997 when I ran a virtual community. Crystal was dying of cancer and was housebound. For such a long time she was the heart of our community until one day she died. The grief that we felt was just as real even though none of us had ever met her face to face. She was a real friend to me, a real person.

    I think that is why many online communities fail. They fail because they don’t grasp that communities are about people and relationship rather than features and technology.

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    Marcus’ bit: Project timescales

    I have often rambled on about the importance of contracts on this podcast and, within those the contracts, the need for a detailed spec, a detailed task list and associated timescales and milestones.

    I still think all of those things are important but I do think that often (me included) people go into a land of fantasy when it comes a) when they can start a project and b) how long each one of those tasks will take.

    Clients are guilty of this too.

    This is what usually happens:

    • The client, not knowing how long the project will take, picks a date for project completion because they don’t want it left open. Let’s call it ‘date x’.
    • Unless it’s patently impossible to achieve, agencies will agree to this deadline because they don’t want to adversely affect their bid.
    • A certain amount of back and forth over the delivery date happens because, for example, it takes longer than expected to agree on a contract, or maybe the scope has extended a little, etc. But the agency can’t really move the date to somewhere comfortable because they have already agreed to ‘date x’. So, all parties then agree to ‘date x plus 1 month’ or similar.
    • The project then slips and both parties start blaming each other for it – the agency feels that the client is overly pushy and, worse, the client thinks that the agency is unprofessional, inattentive etc.

    Be honest from the start

    Seriously, do it. I was just having a conversation this morning with a potential client (hi Graham) who is looking for a new site. He has an unrealistic delivery deadline of the end of October. With Headscape’s current workload, I felt that we could deliver the project, at best, by the end of January. This blew our chances completely but -

    a) Graham appreciated the honesty and, who knows, may want to work with us again or recommend us to others;

    b) If I had underestimated – a favourite at this time of year is to say ‘we can do it by Christmas’ – then I would have become very unpopular internally and also with the client when we failed to deliver.

    Don’t forget you have other clients

    It is so easy to think ‘standard CMS site redesign equals 10 weeks’ and then go and quote a date for completion 10 weeks from now! Don’t forget the following:

    • It usually takes at least 2 weeks to sign a contract
    • Do you have the resources to start straight away?
    • What other projects are imminent?
    • Staff holidays

    Educate

    I think the problems I am referring to relate to the fact that, even now, we are working in a relatively ‘young’ industry. This means that many clients simply don’t have an understanding of how long projects, and the tasks within those projects, can take.

    This used to be a problem with pricing and still is in some cases. However, client expectations of cost seem to be a lot more in line with each other than they were, say 3 years ago.

    If we can explain what we do and how long it takes right from the start with a potential client, then hopefully client expectations of project length will also balance out.

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    Paul’s corner: Social networking for sales

    From time to time I get questions about how to build your reputation in the field of web design. How do you become well known so that you can attract more work in? Its a fair question and one that inspired an article I wrote recently called The Geeks Alternative To Golf.

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    Ask the expert: Ben Hunt on marketing a web business

    Ben:

    Ill be talking about marketing a web business. And the things that I cover will apply particularly to small web businesses, little shops, web designers. But, the principles that we will be going over will apply to the whole of web design and in fact the design of any site at all.

    What I am going to be talking about I guess comes under headology, psychology. It will be stuff like: self perception, posture, attitude, and brand – which are really central things.

    So, starting with brand… what is brand? Well, brand is how people perceive you. What do you offer, what can you do for them. And what differentiates you from alternatives. Differentiation is absolutely vital and you must not ever underestimate it. There is a couple of books that have been really influential in hammering this point home to me.

    The first one I would like to mention is called Purple Cow. It is written by Seth Godin, the kind of godfather of marketing. And the core premise of Purple Cow is… whatever you do, you have got to stand out 241 you’ve got to be memorable. In the 22st century just fitting in with people’s general expectations, fitting in with the crowd simply doesn’t cut it anymore.

    The second book that I really loved is called Zag and it is written by a guy called Martin Neumeier. And it comes at the same kind of thing, but from a different angle. It says, “When everybody zigs, zag.” You go in the other direction. What ever is going on around you, do whatever it takes to stand out, to be noticeable and to go against the flow. Zag is also full of brilliant examples that explain why and also how you can go about it.

    So what I am going to be covering is broadly three steps that will help you to get into a really winning mindset. Okay, so let’s dive in.

    These days so much to choose from that we are surrounded by so many brands and so many messages all of the time. What drives our decisions and our choices as clients and what drives our client’s choices. And I find that it really really helps me if I try and get into the head of my potential customers. So the first thing to note, which is really often overlooked, I cannot stress this enough is people who land on your website (generally speaking) want you to be the one.

    No one really enjoys trolling search engine results. People say to you, “Oh you know, you competitors are only a click away.” And I would like to say to these doom-and-gloom merchants, “So what!”. You know, when somebody is on my website, we are half-way there. We are over the first hurdle.

    And these people are going to fall into two categories. They are either going to be someone who is looking for what we do and if they are fantastic! All we need to do then is to communicate that, quickly and cleanly to them, without giving them any reason to click back to the Google search results. And if this people is in the other category of people who aren’t looking for what we offer, no problem! We have got nothing to lose. We’re unlikely to be able to turn them around at this point and they are probably looking for something else.

    But what we might hope to do, is leave a positive impression so that one day when they are sitting there at there desk going, “Do you know what we really need is someone who does expert site reviews, or somebody who specializes in Web 2.0 design.” You might hope that hey remember you.

    It is really important to get your head around this reality that people who are visiting your sites are your friends and they want you to be right, so all you have to do is not bugger-it all up.

    Okay, so let’s take it for granted that your honored site visitor is in the first camp. They are here because they are looking for what you offer; they want you to be the agency for them. Moving on to step two… How to let them make a positive decision.

    Now here my advice is, work out who they really are. Who are your real customers? I see a lot of small agencies and free lancers, who on their websites they try and betray themselves as something they’re not – either bigger or broader or more capable. We don’t need to do that. The absolute core of this whole blurb I am spatting at is don’t pretend to be a big corp megabucks agency, if you’re not. Yeah…

    The whole trick is to be who you are, and portray that in a strong way that people love; that people connect with. I mean, you’ve seen all this stuff where people say, “We this and we that.”. You know, all over their website. When it is clearly one guy sitting in his bedroom. And there is nothing wrong with being one guy sitting in your bedroom doing work; there is a market for that kind of thing. And the other kind of stuff you find is people say is that, “Oh, we do work for clients ranging from 50-quid jobs (for small local businesses) up to mega-gazillion jobs for international blah-blah-blah…”. And you sit there going, you don’t do those kinds of jobs.

    So who are you trying to win? Are you trying to win BMW and SONY and Disney? Do you think they… those guys are going to come along to your website and fall for this stuff? Let’s say they did.

    Let’s go on a flight of fancy and say that the VP of Marketing for Disney lands on your website cause they just happens to find himself between web agencies, looking for a new one, and he goes, “Oh wow! These people seem to have a team although I can’t see them because there are no names and there is not much of a portfolio. And they say that they work with companies just like mine, a massive global conglomerate.” Let’s say you caught him on a bad day and he accidentally picks up the phone and calls you. How long is he going to be on the phone for, one minute 241 two minutes, before he realizes that you can’t possibly give him the security that he as a big-massive client needs. So we just need to accept that these aren’t the guys who will be paying your wage.

    So think, “Who are the real people who want what you offer?” And then, we brand ourselves, we pitch ourselves for those people uniquely. There is no point in pretending to be what you are not. What you need to do is present what you are, in the best light possible, which brings us onto step three… How to show who you are in a way that wins customers.

    So the trick is to examine all the aspects of what you are, what you do, and how you work whether you perceive it as positive or negative. And build those things into a brand, into a whole impression, that really delivers for you. So let’s get back into our customers head.

    Who are they, first of all? So they are not BMW and Disney and all of these guys. They aren’t going to be paying your bills. Who is going to be paying your bills? Who needs what you have? This is a two-way match between supply and demand. You can’t just be what you are not. You can only offer what you can offer. You can’t sell to people who need something else.

    Let’s start with the givens. Let’s start with what you are and what your capabilities are, what you can do. And then, picture a market for that. But the trick here is to select what to show that might make you memorable and create a connection.

    Often the things that you might perceive as weakness… for example if you are stuck in that mindset of thinking, “You need to pretend to be a massive full service agency.”… the things that you think are weaknesses may in fact be real strengths if you can spin them right, if you can present them in a right way. But, fundamentally this is all about getting your head around it.

    Branding isn’t about pretending to be something that you are not. Branding is about working out who you are and what you really do and then standing there and saying it with confidence in a way that really impacts people.

    Okay, so let’s look at a few things. Ah, you might be thinking, “We are not based in central London.” Great! You’re nearer to your local customers. You’re nearer your local small businesses who want somebody around the corner. They don’t want a big kind of so-ho agency.

    So you are thinking, “We are just one person.” Fantastic! You have no huge wage bills and that keeps the cost down. And very often, your clients can know that they can pickup the phone, and might even have your mobile number, and they can pickup the phone and speak to you. And that is worth an awful lot to a lot of clients, knowing who is going to be on the other end of the phone.

    “What about if you haven’t got an office?” Who cares if you haven’t got an office? You go to your clients and meet at their premises. It also keeps the fees down. Your local clients will respect that.

    “You don’t know everything about web technology.” Who does? You might be a specialist in PHP or CSS. Or you might have a particular passion for religious organizations or green issues or whatever it is, whatever really floats your boat is whatever you want to do. Let’s do that.

    Nobody knows everything. So if you are a small scale agency, we talk about this a lot, everyone has a network of other professionals and amateurs in your area, or around the world, who can help. And even the big agencies do that – everybody does that.

    So what we are talking about is, say what you are really about. Lots of people make a positive decision to work with my agency, after reading our ethical policy that we publish on our website. And that works great for us because the kind of clients that we love to work for are actually attracted by reading that stuff and the other clients who are in industries that we don’t do, they don’t bother to get in touch. Which saves everybody time and effort. So now you are getting your brand together. We need to build in, what your audience wants.

    So if you are really suited to dealing with other local small businesses, say. Think about what signs, what signals they are looking for to be able to make a positive decision to take the next step.

    There are two important things to remember here. Remember the customer in on your side. They want you to be the one. And also, here’s a new one, you don’t have to close a sale on your website.

    They job of the website is to get a qualified visitor from the point of first initial contact, knowing nothing about you, to the point of taking the next step. That’s it. So focus your efforts on giving the right kind of visitor, the right kind of signals, that you probably right for them. That is all that you need to do.

    Now generally, you’ll be looking to reinforce just a few points and I always think of these as like check boxes in somebody’s mind. I like to picture somebody; think of what they look like, where they’re working, sitting at their computer typing something into a search engine and clicking on some results. And thinking, “What are the check boxes, what are the three or four check boxes (there are not usually more that that), in this person’s mind that I need to tick-off?”

    And if you can tick-off those check boxes without upsetting the person, or giving them any reason to go away, and not believe in you then you’ve probably done your job. Then what you do is, you say (here is a call to action)… “If you want to talk about this more, that is fantastic, pickup the phone and call me and I would love to speak with you!”

    Let’s imagine, depending on the market you are talking to, what kind of check boxes might be in somebody’s head. I think very often that they are things like, “I can trust these guys.” or “They are not going to be too expensive and will fit my budget.” or “They like working with companies like mine.”

    So they are looking for evidence of all of those things. And it might be like what we said before; “I can get somebody on the phone if I need help.” And clients aren’t necessarily super confident in their requirements. You know, if it is an engineering company, and they don’t really know anything about media or marketing in particular, then there is no reason to think that they are sitting there being really really cynical. What they looking for is a friend, they are looking for someone to be on their side and to help them through this process.

    All we need to do is get them effectively to feel good about you 241 is really what we are saying. We have to get them from first finding you, to coming to a point where they have no reason to think you are not the right agency for them, then you give them a call to action and you say, “Let’s get together and let’s talk about we can do for you.”

    The thing I would add here is to do with focus. You need to plan the steps from the home page through to that call to action. Now you know your website might only be one page. You might only need one page to do that. You don’t have to have a news section. You might not have news to give. Don’t put a news section on because it will be a dead pit.

    You should put on your website only the things that you need to get that person from A through to B. And you need to be very very focused about it. So don’t put in more pages than you need. Don’t put in more images than you need. Don’t put in more blurb-bump-from-rhubarb, the more blurb-bump-from-rhubarb you put on your website the more you’re going to be watering down your message.

    Get all of these steps right, you have done your job and you should see the difference in your bottom line.

    Back to top

    Show 82: Microsoft drones

    This week on Boagworld: Paul talks about managing enquiries, Marcus asks whether you should add links to your website on client sites and Rob Borley talks about ASP .net.

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    News and events

    Staying Creative

    I came across a great article this week by Keith Robinson about how to keep being consistently creative. Constantly being creative can be a challenge sometimes, especially when a chunk of your time is spent on less creative activities like coding or consultancy. This article provides some incredibly practical advice about how to keep those creative juices flowing.

    The one part that particularly resonated with me was the need for time to play. I am very fortunate at Headscape that Chris and Marcus let me have time to experiment and try new stuff. The result is that I am much more creative than when I used to do production work all the time.

    However, this article also offers advice for those of you who don’t have the same luxury. It talks about how to force yourself to engage on even the most dull project as well as the need to pursue your own projects and interact with other creative people.

    WCAG Samurai

    Over a year ago now Joe Clark published an article on A List Apart entitled “to hell with WCAG 2.0“. Following this slamming attack he went on to create the WCAG Samurai who would develop an alternative to WCAG 2 based on WCAG 1. A year later and we have a working draft of WCAG 2 as well as the recently released WCAG Samurai guidelines.

    I have to say the WCAG Samurai Errata is a lot easier to understand than WCAG 2.0 but WCAG 2.0 has come a long way since Joe Clark’s article. Personally, the arrival of the WCAG Samurai guidelines have generated mixed feels in me.

    I not an accessibility expert and so am naturally drawn to the Samurai guidelines. They are easy to understand and don’t use confusing or vague language. However, at the same time I have a feeling that yet another set of guidelines is only going to confuse matters.

    I guess my hope is that all of the different interpretations on accessibility will make clients realize that accessibility is about more than confirming to a series of checkpoints and encourage them to start thinking in depth about their accessibility policy.

    Movable Type 4 (Beta)

    Yes I use Movable Type. I know the rest of the world uses WordPress but movable type works for me. I run the boagworld website on movable type and have no intention of changing so don’t bother writing in trying to convince me.

    That said, I wanted to point out the recent release of a beta for Movable Type 4. I have to say I haven’t installed it yet but it looks good. Its still in beta and apparently buggy in places but some of the features look impressive.

    They have revamped the interface which in my opinion was better than WordPress anyway. They have improved the content management capabilities, finally added a WYSIWYG editor and added support for Open ID.

    If you are not already a Word Press drone then check it out.

    Mobile web developers guide

    This week the dev.mobi website has released a comprehensive guide for mobile web developers.

    If you have listened to this podcast for any length of time you will know that I am constantly banging on about the mobile web. Developing websites that work on mobile devices is going to become ever bigger business and although it is a challenging area, I think it will be a huge niche for those willing to embrace it.

    Of course, at the moment it is a relatively immature market and finding good information can be tricky. However, this guide looks very good. I can’t claim to have read it all yet but from what I have seen this is a must read if you are looking to explore the area of the mobile web further.

    Agony uncle: Promotional links

    I was ferreting around in the forum for something to chat about and found this question from Remy:

    I was wondering what the opinion was on adding a “Site built by Such and Co.” at the footer of a client web site.

    



    I remember thinking it was normal practice in the late 90s and early 00s, but the more I look around today the less and less I see other web design/developer firms doing it.

    



    I do think it’s a cleaner design if you don’t add a link off to a random (to the user) web site, but I remember hearing on one of the podcasts on boagworld that this is how this had contributed to Headscape’s (page)ranking on Google – i.e. by having well ranked web sites linking back to Headscape.

    



    Just want to see what other people thought before I go and slap a nasty ‘who dunit’ at the bottom of my client’s web site.

    This is a fairly old post and there’s a lot of interesting and useful stuff on there. But I thought that chatting things through, and letting people know what Headscape does, could be useful.

    It generates business

    It really does. Lots of it. I can honestly say that I think our credit (which was, interestingly, on a separate credits page) on the old National Trust site played a major part in whether or not Headscape would have survived its first couple of years.

    I try to make sure that I always ask new enquirers how they discovered Headscape. Off the top of my head, I would say that around 1 in 20 say they followed a link from one of the sites we have built. We are currently talking to a prospect that followed the link on one of the university sites we developed.

    Don’t expect a link

    Whether a link appears is up to the client. Ask them if they mind. If they do, ask if you could have a link on a credits page or possibly just on a single page (e.g. ‘About this site’ if they have one or the contact page).

    If they still mind, leave it.

    We formalise the arrangement in our terms and conditions, as follows:

    The Contractor shall have the right to incorporate, in a readily viewable location, a credit and hypertext link in the Deliverables.

    Use useful wording

    Useful wording to a search engine that is. For example, ‘Designed by Headscape’ doesn’t really help page ranking at all, whereas ‘Web design by Headscape’ does as it includes the search term ‘web design’.

    Beware CMS based sites!

    There is always the possibility that doing this could backfire. If a client has control over aspects of a site’s presentation then there is always the possibility that they could make a nasty mess of your excellent work. You have to ask yourself whether a link, in this case, is valuable.

    Client corner: Handling enquiries

    The idea of the client corner section is that we tackle questions clients have. However, this week I answer a problem I am facing myself; how to handle enquiries better. We get enquiries from the Headscape website and I just don’t think we handle them very well. I always have the feeling some are getting lost and when I go away on holiday they just don’t get answered. After some thought on the subject I think I have come up with some enquiry handling techniques that might help.

    Ask the expert: Rob Borley on ASP .net

    I often get people asking to know more about the way we work as Headscape. What technologies do we use, what approaches do we take, how do we make business decisions? To be honest I often avoid this questions because I don’t want this podcast to feel too much like a Headscape sales pitch. However, several times I have been asked by people why Headscape works mainly with ASP .net instead of PHP or Ruby on Rails so I thought we might take a look at that decision.

    Knowing little about server side coding myself I thought it was best to get Rob Borley (our technical lead) onto the show to talk about the decision we made in going down the .net route.

    Its actually a really interesting segment that gives a real insight into how we run our business and how we go about making decisions in regards to technology.