My first virtual UX classes

By popular demand, I will present my first virtual UX design classes this month. They will be on September 10 and 11, and will cover four of my favorite UX design topics: Effective Scenarios, Effective Personas, Intuitive UI, and Effective Design Reviews. If you are new to these topics or want to revitalize your thinking, these classes are for you. I promise that you will think differently about these skills afterwards.

I say by “popular demand” because it’s true—virtual classes have been a top customer request in my Getting started in UX design training questionnaire. BTW: This is my first blog post in quite awhile—I have been very busy. Check what I have been up to at https://www.facebook.com/UxDesignEdge.

Virtual class schedule

Here is the schedule. Click for more information and to register:

Effective Scenarios (September 10, 1:00 – 2:30 PM EST)
Effective Personas (September 10, 3:00 – 4:30 PM EST)
Intuitive UI (September 11, 10:00 – 11:30 AM EST)
Effective Design Reviews (September 11, 12:00 – 1:30 PM EST)

For general information about these and future virtual classes, please check http://virtual-ux.com.

Not your typical webinars

I understand what makes a successful virtual class, and learned how not to do it by attending a variety of free webinars. In a typical webinar, the material is superficial, the insights are few, and the participant interaction is non-existent. Frequently, the speakers blast through the material way too quickly, making them hard to follow. In short, I found them boring, ineffective, and not engaging. Their slides are visually beautiful though—which is little compensation.

I have taken several paid UX design courses on Udemy, and remain equally unimpressed.

Doing virtual training right!

A virtual class on UX should have a great user experience itself, so here is my approach:

  • Know your subject I will be presenting tools and techniques that I have 10+ years of experience using, plus 5+ years experience teaching. I know my stuff!
  • Say something insightful When I take a class, I want to learn something insightful so that I have a better understanding of the subject. The basic mechanics aren’t good enough. For example, with Effective Personas, you will learn what personas are and how to use them, but most importantly, you will learn why most persona efforts fail and how to make them successful.
  • Get to the point Without a doubt, the most common webinar mistake is to go on and on about introductory material that nobody cares about. Instead, I will get right down to business.
  • Keep it practical Practical examples help keep things real. If I know you can’t use it or most likely won’t use it, I won’t mention it. The impractical bores me!
  • Involve the participants I believe your participation is crucial for a successful, engaging class. Each class will have group discussions and at least one exercise. You will have the opportunity to participate in fun, practical ways.
  • Keep it short and engaging In a virtual class, if you are bored, you are done. I value your time, so I will spend just enough time to cover the subject well without feeling rushed.
  • Make it fun! We will have some fun discussions and do some makeovers. I want you to enjoy the experience and leave with a smile.

What people are saying

While the virtual class format is new, I have delivered these classes many times in person. Here is what people have been saying:

  • I couldn’t help but talking about everything I learned the moment I walked into my office this morning with my fellow interaction designers.
  • Amazing class! Drastically changed what I thought I knew about UI.
  • Answered the ambitious question with not only what an intuitive UI is, but how you can create one.
  • Changed the perspective on looking at the UI… very good session.
  • I learned a lot, and your talk has already helped me with a program I am writing.
  • Enjoyed the better codification of determining “intuitive” than what I’ve come up with over the years and the tools to help get buy-in from others.
  • Really enjoyed this class. Gave me a better understanding of UI. Everett was great!
  • Great class from Everett McKay on design reviews. I learnt something new!
  • Gave me a different perspective on UI design and reinforced thoughts I’ve had about the process. Thank you!

These are the first of many

My plan is to do at least one virtual class per month. If you would like updates on future classes, please join our mailing list or contact me directly at everettm@uxdesignedge.com. Feel free to suggest new topics.

India Standard Time

I will do a special presentation of virtual class on Saturdays at 9 am India Standard Time (IST) especially for the Indian market. These will have a much lower price point, and a bit less gyaan. Of course, anyone can attend these, so feel free to register if this class time suits your needs.

For more information and to register, please check http://virtual-ux.com.

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  • By Everett McKay on November 24th, 2013
  • UX design for entrepreneurs

Design Hacking: Great UX without time, money, or design skills

IgnitersOn November 14, I presented Design Hacking: Great UX without time, money, or design skills to the Igniters: Stanford Entrepreneurs and Silicon Valley Founders group at Hacker Dojo in Mountain View, CA. I would like to thank Raj Lal, Cynthia Lee, and Wendy Soon of Vorkspace for inviting me and making this event happen. I had a great time, made some excellent contacts, and received a lot of encouraging feedback.

Igniters2
Design Hacking at Hacker Dojo. Apparently you are supposed to photobomb from the back.

Download the deck for Design Hacking: A Great UX without time, money, or design talent (8 MB)
Plus links to the event, Wendy’s blog notes, and photos.

A tall order—but doable

Obviously this topic is a tall order—is this goal even remotely realistic? I think so, but you have to believe three fundamental ideas:

  • We waste a lot of time and money on UX design now. Non-designers waste an enormous amount of time creating hard-to-use UIs because they don’t know what they are doing. Experienced designers often waste an enormous amount of time because traditional user-centered design processes are overly dependent upon user research, user testing, and lots of iteration.
  • We don’t leverage what we know. Generally, we know a great deal about our target users—we’re just so focused on what we don’t know that we don’t even realize what we do know. There are basic attributes that all users share that we can take advantage of and use to avoid wasting time.
  • The best is the enemy of the good. You need to make solid design decisions quickly and confidently—even if they aren’t ideal. As an entrepreneur, you don’t have luxury of making perfect decisions with the ideal design process. So, let’s define a “great UX” is one that provides value, and is simple, easy to use, and intuitive for its target users. If we nail those, any shortcomings can be addressed later.

What we need is a perspective to help us make better design decisions more quickly and confidently. Not only does such a perspective exist, but as you will soon see it is one that we already know!

Failing fast…or just plain failing

Traditional user-centered methods require user research, requirements gathering, sketching, prototyping, user testing, and lots and lots of iteration. But there are several challenges, especially if you are in a hurry:

  • User research Frankly, the typical result of most user research is to discover that users haven’t a clue what they want. Or worse—users think they know what they want but really don’t. There’s an old saying: listen to your users, but ignore what they say. What this really means: you have to ask the right questions and interpret the answers. Users aren’t designers, so we can’t expect them to design their own UIs. Good user research takes a long time and is hard do to well.
  • Requirements Gathering requirements works well if they really are requirements. Often requirements are arbitrary, ill-conceived stealth UI specs. The resulting UI might not work well, but at least it meets its acceptance criteria.
  • Sketching Sketching is a great technique during ideation to suggest and explore different design directions. What I see most teams do, however, feels more of what I call “sketching a pile of features,” where the focus is on variations of physical placement of features on the page. This approach can work, but great UX requires going beyond features and layout.
  • User testing User testing is the heart of user-centered design, but I have seen a lot of testing of poor designs that just weren’t test-worthy. A common question determined by user testing: Will users figure out this non-standard, hard to find, poorly explained interaction with poor feedback that doesn’t meet their expectations. We should already know the answer. It’s “no.” No testing required. Often, if you have to ask, you already know the answer.
  • Iteration Iteration is great if it leads to rapid progress towards your goals, instead of just flailing around. When playing golf, I never shank the ball into the weeds and think “Yay! I’m iterating!” A lot of initial UI designs are like shank shots, and the subsequent iterations are slightly improved shank shots. Polishing a poor initial UX isn’t going to get us where we need to be. That first shot needs to be good for iteration to be effective.

These are all sound design techniques, but they take a lot of time and great design is hardly guaranteed.

From what I can tell, agile and lean UX techniques don’t help much here either. They still take a lot of time and money—often with mediocre results, especially for larger, more complex projects. The main difference is that you’ll know your UX sucks much, much faster. [Disagree? Please provide counter examples in the comments.]

The traditional approach favored by developers, which often boils down to putting raw the data structures required by the back end on the screen, doesn’t work at all. Find out why in Don’t design like a programmer.

Reality check

Don’t believe me? Let’s take a look at a well-known UI that is currently in the news.

Igniters-aca
How many HealthCare.gov’s Account Setup usability problems should have been obvious? All of them!

Nielsen Norman Group did a guidelines review of HealthCare.gov’s Account Setup step. Here is a sample of the guideline violations they found:

  1. Allow users to see the product/information before registering.
  2. Keep calls to action (CTAs) and other pertinent information above the fold.
  3. Use email address as username.
  4. Simplify password requirements.
  5. Provide specific and actionable error messages.
  6. Display passwords as users type them.
  7. Remove unnecessary steps.

There are no surprises here—the designers should have known that these would be issues. Lots of time and money wasted here. My bet: this UI wasn’t designed as much as it was specified based on arbitrary, ill-conceived requirements. Usability wasn’t much of a concern but acceptance testing was. [Am I wrong? Please let me know in the comments.]

What we (should) already know

To design great UX without money, time, or design skills, we need to leverage what we already know. If you were to ask a group of people why UX design is so hard (which I routinely do), invariably they will agree that one of the biggest challenges is that we don’t understand our users well enough.

This is certainly true. But if this were the root cause of poor design, I would expect to see many UIs that are well designed, just for the wrong target audience. In practice, I never see that. Instead, what I see is UIs that are poorly designed for everyone. It’s doesn’t matter who you are or what you are doing—they’re poorly designed.

Of course, it’s true that different users have different knowledge, motivation, preferences, workflows, etc. But there are many attributes that we can safely assume that all users have that we usually don’t even consider. I have compiled dozens of these and put the top 50 in UI is Communication.

But to keep things simple, let’s start with one user attribute that every UX designer should know:

Unless they have been trained or have prior experience, users only know what your program tells them.

I believe the real root cause of most poor UI is a failure to communicate to its users. Well-designed UIs are self-explanatory, and shouldn’t require trial-and-error, a user’s manual, help, or training to use.
Igniters-rtfm
Most user’s manuals explain how the UI should have been designed in the first place.

UI is Communication

A user interface is essentially a conversation between users and technology to do tasks that achieve users’ goals. A UI is a form of human communication, and if it communicates well it will be naturally intuitive. My UI is Communication book explores UI design from this point of view, and I will explain this concept in detail in a future blog post.

But to get started, a great way to design UI is to think about how you would explain a task to a target user in person. Think about the steps, their order, the language you would use, and the details that what you would bother to explain. Also think about what you wouldn’t say—those unnecessary steps or details you know the target users just don’t care about.

That conversation is a high-level guide to what your design should look like—great UIs feel like a natural, friendly conversation. But to be clear, I’m not saying the UI should be a literal conversation—that might be tedious—rather it should feel like a human conversation in terms of the steps, order, and communication. And it should never be chatty—applying this process usually results in less text, but much better text.

If there is a difference between what we say in person and what we say in UI, usually it is the human conversation that is right and the UI that is wrong. We naturally explain things in person in a way that the target users will understand. Great UIs should mirror human conversations because that is the most effective way to explain things.

At this point, I’m sure that you would like to see some examples. If so, please check out the Look Inside feature on Amazon. There is a very generous preview with many examples to get you going.

Putting it all together

Now let’s cut to the chase! Here is a communication-focused design process that requires a minimum of time, money, and design skills.

Most of this process is fairly traditional. The main difference is that we are using our understanding of the target users and top scenarios to determine how to communicate the tasks effectively on a human level. Scenarios and communication drive the process. At best, traditional design processes discover that communication accidentally. Instead of focusing on a mechanical solution and hoping to stumble across a usable human solution, let’s flip that and start with an intuitive, human solution and make it work mechanically. And save a whole lot of time and money by doing so.

Planning

  • Define your target users (hours)
    • Determine all the facts and assumptions about your target users, and make sure you have the right market.
    • For more information, check Personas: Dead yet?
  • Define your product’s value proposition (hours)
    • Determine what will motivate your target users to buy and use your product.
    • Merely solving a problem is a weak value proposition. Instead, you need a solution that provides real value—one that’s worth the trouble.
  • Determine your top scenarios (hours)
    • A good scenario describes a specific target user with a specific task or goal, in a specific context or environment, but without specifying a solution.
    • More simply: Who, what, when, where, and why…but not how.
    • For more information, check Design scenarios—and how thrilled users ruin them.
  • Reality check with real users (days)
    • Make sure you have these decision making tools right before proceeding.

Design

  • Hire a good professional visual designer—one that you can trust (days)
    • The process outlined here will get us a long way in the interaction design, but we’ll need help with the visual design.
    • Let’s not pretend that non-designers can do the visual design. We can’t! (And trust me, it’s obvious!)
  • For each top scenario, design the human “conversation” (hours)
    • Determine how would you explain the task to the target user in person.
    • Determine a simple, familiar, efficient task flow that mirrors that conversation.
    • Analyze, optimize, simplify to get it right.
  • Use the conversation to design the pages (days)
    • Does the page communicate well and mirror what you would say in person? Does it have integrity—does everything need to be there?
    • For more information, check Effective Prototyping.

Refinement
Some evaluation techniques to consider:

  • Scenario-based reviews (hours)
    • Use the top scenarios to help you evaluate the design from the users’ point of view.
    • Are those top scenarios easy to perform? Are the underlying user goals achieved?
    • The traditional “look at a screen and throw spears at it” approach doesn’t work well.
  • Communication reviews (hours)
    • Have someone explain the design and carefully listen to the explanation. Can you find any differences?
    • If so, explore why. If there are differences, most likely the in-person explanation is right and the UI is wrong.
  • Value proposition reviews (hours)
    • What is going to motivate users to use the product?
    • Are the benefits maximized, the costs minimized? Is its value immediately obvious?
  • Intuitive reviews  (hours)
    • Review the attributes required for an interaction to be intuitive.
    • Any missing attributes will be a problem unless the interaction is advanced, infrequent, or optional.
    • For more information, check Intuitive UI: What the heck is it?
  • Reality check with user reviews, preferably with paper prototypes (days)
    • Perform informal usability studies by giving target users important tasks and seeing if they can perform them successfully.
    • You can use paper prototypes for this. Functional prototypes are usually too expensive to create and result in too much commitment in the current design.
    • For more information, check How do you know when a design is done?

I put a rough time estimate for each of these steps (in parentheses) to back up the “without time” claim. While designing all the pages and doing some user-based reality checking will take days, most of the remaining steps can be done in a matter of hours for simple projects.

UX Design Essentials for Entrepreneurs

For the sake of brevity, I glossed over several important design techniques that I mentioned here, but they are all covered in detail in my UX Design Essentials class. My next UX Design Essentials in San Francisco (San Mateo, actually) will be on April 23 – 25. You can register now without payment.

While I believe that UX Design Essentials is at least 90% relevant to entrepreneurs with extremely limited time, money, and design talent, I’m thinking of creating a new UX Design Essentials for Entrepreneurs class that is 100% relevant, then delivering that version exclusively in the Bay Area, New York, and Boston.

A good idea? Please contact me to let me know.


UX Design Essentials in Poland


I will be presenting UX Design Essentials in Katowice Poland in November. Looking forward to it!


UX Design Essentials in China


I will be presenting UX Design Essentials in Dalian, Beijing, and Shenzhen China in July. Looking forward to it!


Introducing Everett’s Weekly UX Poll

My blog has been on an unscheduled vacation since November 1st. This is about the time I started working on UI is Communication, and unfortunately I don’t have time to both write a book and blog. Too bad, because I have about one hundred fantastic topics in the queue.

LinkedIn recently added a Poll feature and I’ve tried a few polls on a variety of user experience-related topics. They are fun to make, fun to take, and the results are often insightful. Best of all, I can put together a good poll in a couple minutes, which is about all the free time I have right now.

So, here’s the deal: Every Monday I will post a new UX design-related poll, which you will see in the lower-right corner of the UX Design Edge site. (That’s the weak fallow area for you Gutenberg Diagram aficionados.) Please stop buy, take the poll, and check the results.

To put everything together nicely, I have registered ux-poll.com, which will take you to an archive of the past polls.

Please participate and enjoy!


For more information, please contact info@uxdesignedge.com

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