What walls are for

Earlier this week I did a talk at the Mind the Product conference in San Francisco. I was talking about research, but now that i work at Atlassian, the examples I gave included some from the Jira team’s work.

I also showed a slide that was a photo of a team, gathered in a meeting around a wall covered with index cards. No one in the meeting had their laptops out.

This is what people seemed to want to talk about over coffee later in the day. Could it be true that I, spokesperson (one of many) for Jira, would possibly want to see stuff on the wall?  Surely it should all just be in Jira right?

People told me they messaged photos of the slide back to their teams to show them – ‘look, the Atlassian person says it is ok to put things on the walls!’

omg yes. I love walls with post its and index cards stuck on it and sketches on whiteboards. I like walls for planning, for thinking, for communicating and for analysing. And then you capture it all in a tool, like Jira.

This is why.

Walls make it easier to iterate

Digital things look ‘finished’ too soon. when something is a work in progress on a wall, it looks unfinished, so you keep working on it. moving things around, reshaping things, connecting things, erasing things, and making them again. Walls make it easier to iterate. Iteration, in my opinion, is massively correlated with quality.

This is why walls are good for sketching out design ideas and processes. This is why they are amazing for research analysis (don’t care what anyone says, post it notes are still the best tool for research analysis for exactly this reason – no one ever does three (or more) rounds of synthesis using a digital tool).

Walls make it easier to collaborate (in a single location)

There is something about a group of people standing in front of a wall full of sketches, or index cards or post it notes. Its a different kind of collaboration than you get around a table, or in a digital tool. You’re usually standing up, so you’re paying attention, you’re focussed. People physically pick up the card that they are talking about and something about that seems to pull focus even more. Doing a stand up at a physical wall and moving the cards across to done has always felt a lot like the physical act of crossing something off the to do list – so much more satisfying than updating a status on an issue. The messiness of a room full of post it notes when you’re doing analysis almost compels you to finish making that sweep through the data… finding the best place, for now, for every sticky note of data. There is something about the physicality and the embodiment of the work that I have always felt binds teams together more, drives us to do better and more complete thinking about the work we’re doing. There is no science to this just many years of experience. Walls just work better for me, when I’m lucky enough to work in the same location as my team. Walls do suck at remote and distributed teams.

Walls make it easier to communicate

Sometimes the walls are not for you but for other people. Sometimes walls are to send a message. They can say – ‘look how many things people want us to do, this is insane and someone needs to prioritise this’, they can say ‘look how much we’ve done this sprint, yay!’ or ‘look how much we have left to do, uh oh!’, they can say ‘these things are really important to our team, this is what we believe it’, or they can say ‘here is what we’re working on at the moment’.

I’ve been in, and observed many teams who use walls to communicate either the most important messages to the team in a kind of omnipresent way – this is what we believe it, or this is what we are focussing on right now, or these are our values, or here is our goal.

Or sometimes they are designed to communicate to bosses and stakeholders – those walls might say ‘we’d get the things we’ve promised done if you didn’t always sneak in all this unplanned work’ (I’ve seen a few of those).

Some people I’ve know have had jobs that include keeping the digital tool up to date with the wall. Or the other way around. Its not inefficiency. The wall is doing different things for the team.

And that’s another great thing about walls, it doesn’t need to be a zero sum game.

If you’re using Jira, using a wall makes perfect sense to me. I don’t know why you’d do without.

related reading: Alan Cooper – Know whiteboards, know design

Experimentation beats expertise

I found the design process utterly transformed once I decided to stop trying to be the expert and start trying to encourage a culture of experimentation.

Battles that would rage, angrily, for months – dying down when the provocateur was busy with other work but rising up as soon as they had a little time on their hands – these battles began to go away. Long frustrating and unproductive sessions of trying to explain, defend, rationalise why the design that I suggested had more merit than the many and varied suggestions (or requirements) coming from stakeholders all but disappeared. People who would usually sneer derisively at the design team became participating members of the design process.

It’s not perfect, it’s no silver bullet, but for me, it’s been a transformation.

And it’s pretty simple. To embrace experimentation you just need to stop talking about design in a Socratic way (other related but less civilised methods are also very common) and start formalising hypotheses and tests.

Stop having meetings to argue about which design approach is better  – endless meetings with stakeholders full of defensiveness and crazy arguments where the people who tend to win are those who are loudest, most persistent or highest paid. Start making decisions based on lightweight research that provides evidence (sometimes stories, sometimes numbers) to support the design that most strongly supports the agreed goals.

Goals. That’s one pre-requisite you need for this experimental approach to work. You need to have agreed what your goals are for the design. What success looks like. Without this agreement, no change to methodology will save you.

The experimental mindset is an egalitarian approach to design. It allows that anyone can suggest a design solutions and, rather than argue endlessly about whether it is better or worse than other approaches, you design a test. Find out how to find out which design works best.

Hypothesis, prototype, test.

There are loads of tools you can use to test ideas quickly – from some quick in person user research, to some A/B testing (if you’re not set up to do A/B testing, meet your friend Google Content Experiments and get onto this immediately), to an online card sort, to one of the range of tests that places like VerifyApp offer. The methods for testing are limited only by your creativity and are mostly inexpensive.

Sure, you can’t design from the ground up this way – you will still need a good designer that you trust get you to a good starting point from which you can experiment up, but once you’ve got the framework in place, don’t waste time and goodwill bickering about the details but encourage experimentation throughout the entire organisation. You’ll raise the overall ‘design IQ’ and happiness quotient of your company, your design team and, most probably, even yourself.

What is a UX Developer and are they really a thing?

I posted a note on Twitter earlier today about a friend of mine who calls himself (at my suggestion, having worked with him and knowing his skill set and interest) a UX Developer. Several people suggested in response that a UX Developer was not really a thing and that the term was either pigeonholing, unnecessary, redundant or ‘so 1996’.

With respect, I disagree. UX Developers are definitely a thing, and more than that, they’ve become an essential part of my project team mix, especially when I’m working on the UX of an application style system (which is more and more the case).

I’ve been fortunate enough to work with front end developers who have plenty of sensitivity to creating good user experience for as long as I can remember, it makes perfect sense that most front end developers are more interested in UX than those whose work doesn’t touch the UI. These are great front end developers, but, by my definition, they are not UX Developers.

A UX Developer is all of that – a front end developer with a sensitivity and talent for crafting a UI that is going to be better to use – but in addition to that they have a declared interest in understanding more about the User Experience work that goes ahead of the UI design. I doubt many of them would ever be happy doing pure user research, but they’re probably keen as mustard to run some of their own usability tests, guerilla or otherwise. They’d probably go nuts having to do some of the workshops and stakeholder communications that forms a key part of the garden variety UXer’s role, but they want to understand the strategy and customer insight that is driving the bigger picture product decisions.

There are different layers of user experience – these layers sit on a continuum between the pixel and the person.

UXers like me sit further toward the ‘person’ end of the scale, focussed on understanding end users, stakeholders, and what is going to work well for them as a wholistic experience. UX Developers are situated much closer to the pixel. If you’ve met a UX Developer, you will not be surprised to hear them tell stories of videoing a transition in an application so that they could slow it down enough to understand how it was working so they can recreate it. It’s what they do.

UXers like me (and I’m all about Prototyping in Code, I’m just not particularly good or fast at it) work very well with UX Developers. Trying to get the finest details of the UI right is not something that someone with my rudimentary development skills should be doing, and frankly, it’s not where my real strength lies. With a UX Developer on my team, I can involve them in the strategic / research aspects of the project as a second pair of hands, then work with them to create prototypes quickly, moving from sketches direct to code – and really nice feeling code – quickly. Eliminating the need for putting myself or my stakeholders through the wireframing process and being able to iterate on the ‘how it works’ part of the design from almost the very beginning.

The UX Developer, having been involved in the UX process from the beginning of the project, understands the rationale behind the product and design approach and is able to make good, consistent, UX decisions without needing every piece of UI defined. In fact, in my experience, they’ve probably made better design decisions than I would have made… well, sometimes.

Is UX Developer a synonym for interaction designer? Perhaps, except that it makes strong front end development a critical part of the skillset, which I think creates a completely different team dynamic and quality of interaction than an interaction designer who uses prototyping tools like, say, Axure (and there are still plenty of those). If you can’t produce high quality, production quality code, then I don’t think you’re a UX Developer. (Although, you may well be a perfectly competent Interaction Designer ).

How do you work with a UX Developer?

  • get them involved in the strategic parts of the UX process – defining the product, the audience, the research, all the fun stuff. Let them increase their UX skillset and make sure they understand WHY things are happening the way they are in the project.
  • sketch together and get prototyping in code as quickly as possible. This is not a senior/junior relationship, this is the dovetailing of compatible skills to get to a better UI, faster.
  • share ownership of the UX, don’t feel like you have to make all the design decisions, let them own the finer details of the UI and you focus on the bigger things (that are actually pretty hard to stick to when you do get to obsessing about the details on the interface)
  • allow yourselves to push and pull focus from the strategic ‘person’ level to the pixel level – it is difficult for one person to maintain focus on both ends of the spectrum at the same time – a team like this helps enable this rapid shifting of perspective more effectively.

A UX Developer is not a silver bullet. You can’t work this way on all kinds of projects for all kinds of people, and it can be hard to find a good UX Developer to work with. I’m a freelancer, so I used to travel solo from project to project, but since I’ve started working with UX Developers, I now like to BYO team (where possible) and an essential member of my UX posse is a great UX Developer.

Works for me, your mileage may vary.

Opportunities lost – AlphaGov

AlphaGov Homepage

I’m sure that many of you will have heard about the very worthy Alpha.gov.uk project, the first prototype of which was released earlier this month.

If you’re a user experience practitioner, this should particularly interesting to you.

By way of a quick background, the AlphaGov project was formed in response to findings from a report by Martha Lane Fox, Revolution not Evolution into Government online services and opportunities to improve. (As a tangent, I’d love to see her in a cagefight with Lou ‘The redesign must die‘ Rosenfeld)

In this report she recommended the introduction of

“a service culture, putting the needs of citizens ahead of those of departments”

The AlphaGov project responded, setting out two overarching objectives:

  1. To test, in public, a prototype of a new, single UK Government website.
  2. To design & build a UK Government website using open, agile, multi-disciplinary product development techniques and technologies, shaped by an obsession with meeting user needs.

See. It doesn’t get more UX-interesting than that right? It reminds me quite a bit of the D7UX project I worked on with Mark Boulton and the Drupal community, so I’ve been following it’s progress with a keen interest.

Now, go have a play with the prototype and see what you think. I’m actually not going to comment on the UX of the prototype today, partly because it’s actually quite difficult to do so. I’ll get to that later.

What I want to talk about today is the responsibility that playing out a project like this in public brings with it and how, in my opinion, AlphaGov have let down both the UX and Inclusive Design/Accessibility professional communities.

What you do, not what you say

Let me start by saying that I have a lot of admiration for the the ambition of this project. There is a lot that is good about it. There are also a lot of smart and talented people on the team.

The first thing that strikes me as strange is that on a project that claims to have an obsession with meeting user needs, the team contains a visual designer and a content strategist, a general strategist and multiple search analysists but NOT a user experience lead.

That’s right. We have an obsession with meeting user needs but not so much that we’ll actually hire someone who has extensive experience in actually making that happen.

Now, the project was fortunate in that it had Richard Pope, who I first met when he was a very UX-savvy developer at Moo and who  played the Product Lead role on AlphaGov. As far as UX resources go, you could do a lot worse.

The team also recruited Paul Annett later into the project. Paul also has some UX experience but, as I understand it, his role was primarily as visual designer, making the interface a nicer place to be.

Without commenting on the interface itself, the lack of a rigorous approach to user experience is very evident in the way that the team talk about the work that they have done and their ‘design rules‘.

In a recent blog post about their agile methodology Project Manager Jamie Arnold describes exactly what this ‘obsession with user need’ entailed:

We spent the first two weeks in February recruiting a team from inside and outside of government, talking through the scope, agreeing some design rules and agreeing a vision for the Alphagov product based around the recommendations of Martha’s report.

We ended those two weeks with a list of prioritised user needs (based around search analytics from Directgov, Hitwise and departments),

We roughly grouped into functional areas and stuck to the wall. Each card (or user story) represented a user need, prioritised roughly from left to right and top to bottom.

Crucially also there was a fair amount of @tomskitomski and @memespring‘s product experience. All this was more than good enough to get on with twelve weekly development sprints.

More than good enough, eh? For many projects this would have been more than they ever had to work with.

But this is not just any project. This is a groundbreaking, whole of government initiative that claims to take a User Centred approach and be obsessed with knowing and supporting the end user need.

I think a project like that needs to demonstrate User Centred-ness a little more rigorously. For example.

Who is the audience?

At no point that I saw did the AlphaGov team ever apparently think deeply about what kind of an end user they were going to prioritise. They talk about ‘thinking about who our users were’ and having a ‘user-base of all the entire adult population of a country’.

As User Experience practitioners we know that although you might want the whole country to use whatever you’re designing, you need to put a ring around the kind of users you MOST want to support.

As designers we always privilege some behavioural attributes over others, even if we don’t articulate it. By not thoughtfully articulating this, you risk either an incoherent approach to the experience design or resort to self-referential design (designing for your own behaviour – something that is incredibly difficult to overcome).

You can’t take a User Centred approach to design when your user is ‘Everyone’. You need to define who your users are. You must clearly identify the behavioural characteristics that you most want to support and focus on designing to best support these.

There are many valid design approaches that do not require such a clearly articulated definition of the end user, but these are NOT user centred approaches. Thinking generally about ‘users’ while we design is not doing user centred design. I think it’s pretty irresponsible to suggest that it is.

AlphaGov sends a message that you can say you’re doing User Centred Design but you don’t have to show any evidence of a UCD process – audience definition, research, user involvement, design principles that actually track to specific behaviour attributes.

For example, it would have been great to see some personas developed and shared for this project – even hypothetical ones that drew on the data/insight available to the team. As well as helping the team avoid the problem of the ‘elastic user’ (particularly problematic when you do think your target audience is everyone), it would also help us be better able to evaluate what is good and bad about the prototype. It would also have demonstrated that the team was actually practicing User Centred Design.

(Elastic user, for those not familiar with the term, was coined by Alan Cooper to describe the way that while making product decisions different stakeholders may define the ‘user’ according to their convenience, often resulting in self-referential rather than user-centred design. More here).

This leads us to one of the complexities of the AlphaGov audience which is that, in reality, rather then being obsessively user-centred, the project had two competing audiences. The largely undefined end user and, often more importantly, the stakeholders who would ultimately decide the fate of the project – public servants. These two audiences have VERY different motivations and goals for this project, and the impact of the latter on design decision making was never clearer than when the accessibility topic came up.

On Accessibility and a conflict of interest

Again, from what I know, there was no formal expert accessibility (or inclusive design as I prefer to call it) consultancy on the project team. This is not to say that the team didn’t have quite a bit of knowledge about the mechanics of accessibility (the impact of technical decisions on whether something could be certified ‘accessible’).

The team sets out a really thoughtful understanding of what it takes to make a service properly accessible:

Accessibility should start with research and consideration, not with box-ticking or sprinkling a few standard accessibility features – especially in a government context where a user journey regularly extends into the real world (Booking a driving test? You’ll probably want to know the facilities at the test-centre).

Ultimately, the AlphaGov prototype doesn’t make any significant attempt at achieving accessibility (particularly making a site that works fine even with JavaScript is switched off) apparently due to the short timeframes and ability to ‘retrofit’ accessibility later (hrm).

Actually, what I picked up from discussions about this on Twitter and elsewhere was that actually, it was the other target audience – the stakeholders – who most influenced this decision. If they put the focus on accessibility, they’d have to take away some of the ‘shiny’ – AlphaGov would end up feeling like Just Another Government Website. Rightly or wrongly, the shiny would help excite the public servants to approve and fund a beta version of the prototype.

Perhaps it was a noble sacrifice… who knows. Point is, it’s far from transparent.

The message that the world takes away from this exchange is that accessibility, even when your audience ‘entire adult population of a country’ is optional. And that accessibility can be ‘done later’ not, as they had first set out, built into design considerations from the outset.

These are really bad messages to be sending and, given how publicly visible and lauded this project is, sets the work of many amazing inclusive design specialists back considerably.

It’s hard enough to sell in good accessibility work already. AlphaGov just made it harder.

Activity Based Design and Search Analytics

OK. So I will talk briefly about the prototype… but mostly to discuss how the data you have access to can significantly shape your design.

The team have published very little information on the data that has guided their design decision making for this project but we do know that search activity has influenced it heavily. A team of sixteen people included no UX lead (sorry, did I mention that already?) but two people doing search analysis.

In the design rationale blog post, Richard Pope implies that search logs strongly influenced the design and information architecture strategy for the prototype.

we spent the first couple of weeks scouring search logs and analytics for the various central government websites; thinking about who our users were and generally discussing the kind of thing we were setting out to make

Based on what we learned from looking at search-logs, we knew that there was a relatively small subset of tasks that require the majority of people need to interact with government online. So we should do less and focus on tasks.

Since for the vast majority of people their web journeys (finding out the date of the next bank-holiday, or reporting a lost passport) start with a search engine rather than a direct visit we should think of Google as the homepage and we should also feed Google, Bing and other search engines nice friendly urls.

If someone is just landing at a page on your site then it’s helpful to start thinking of every visit being a new user, assuming they have no prior knowledge of the structure or content website they have landed at.

It is really difficult to evaluate this prototype from a user experience perspective, given the competing target audiences. The best you can do is try to recall the last few times you interacted with a government website and try to reenact that here. Every time I do that I come away with a lingering feeling of disengagement. There’s something that search logs probably don’t really show which is that this is MY government. For better or worse, I have a long term and multifaceted relationship with this government and yet, every time I encounter this site it (by design) makes me feel as though this is my first visit. I find that really unsatisfying and kind of perturbing.

Now, this is not a professional design critique, this is a qualitative research data point of one. But it’s not something that you’ll ever pick up from search stats and analytics. I could bore you further with how I find the promise of localisation with this infinite noob status even more perplexing, but you’d have to spend time with me to understand it. And then spend some time with a bunch of other people to see if this is a common theme or just me being an edgecase.

And people will never post this kind of feedback on GetSatisfaction. (Most people can’t really articulate this kind of weird feeling and wouldn’t think that it was important enough to comment on compared to, say, a bug. You need a good facilitator to extract this kind of data).

To do really good user experience design you need a mix of data points. If you privilege one set of data, you’ll see that in your design. I think we’ve got some of that going on with AlphaGov.

Quantitative data is fantastic. I’d love to see more of what the team had to work with and how they applied it in their design process. But it’s just one kind of input. Qualitative research helps you better understand your end users and thereby to design better for them.

People who do User Centred Design do Qualitative Research.

User Experience is a Time Soak/Non-Agile

Which leads me to the final problematic sub-text that I felt emanating from the AlphaGov team which was essentially that ‘we’re as user centred/accessible as we can be given that we only have 10 weeks to build this thing’. This perpetuates the myth that User Experience can be a time soak, that it slows you down, that it doesn’t really have a place in an Agile methodology.

This is where having an experience UX practitioner on the team from early on could have been helpful.

It is certainly true that historically, Agile and UX have had a fairly vexed relationship but these days many practitioners are experienced and adept at including both user research and ux design into the most demanding agile iterations. We have a toolkit of lightweight qualitative research approaches that work beautifully in this kind of fast paced and responsive environment. UX does not have to be a laggard either at the outset or in the throes of an agile project.

The ten week project timeframe is absolutely no reason to not include real practice of user experience in the process. You may need to find someone who has experience working this way (not all UXers find this kind of project much fun), and you may need to be creative in the way you structure the work, but you should definitely be doing it. Particularly if you’re setting an example of how projects should be done, as the AlphaGov team certainly was.

In conclusion

I want to repeat again, this is a very worthy project and many of their design principles are, I think, sound. For many commercial projects, the methodology that they’ve applied and shared is absolutely appropriate. But the bar is set higher here.

By doing this project in public, by making such a big deal of putting the end user needs and their importance to the project, the AlphaGov team have set themselves up as rolemodels. They’re sending messages about the the way things should be done. They’ve made quite a rod for their back.

If I was just a member of the community, I’d probably be nothing short of delighted with what they’ve achieved. Unfortunately, as a User Experience practitioner, I feel kind of glum. This project has talked the talk of caring about the end user, of placing their needs at the centre of the project and above the needs and desires of government, but at every step, they’ve done little to set a good example for how others should actually do this.

I hope AlphaGov does move forward into BetaGov.

But I hope, if they do, they take a moment to think about what the public performance of AlphaGov and then BetaGov means for their professional community.

Either stop calling the project User Centred, or hire someone to really focus on user experience and do more to share how they’ve integrated real user insight into their design strategy and implementation.

There’s a big opportunity to set a good example to a big audience here. Let’s take advantage of that opportunity and show the UK Government, digital industry, hell, the whole world what projects really look like when they’re user centred, – that they don’t have to be cumbersome, expensive and slow.

Imagine that, a properly user centred government website that was agile, and shiny and amazing. Now, that’s something to get excited about.