understanding goals and requirements

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The fifth class of a 15 week course in Information Architecture taught at Parsons, the New School for Design. Topics include: Putting the Why before the what and the what before the how. The relationship of goals, requirements and features. How to deal with needed research and data as a requirement.

TRANSCRIPT

Class 5: Understanding

Goals & Requirements

Instructor: Abby Covert

Last Class we...

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’• Discussed the impact of assumption based scoping

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’• Discussed the impact of assumption based scoping• Discussed the needs of (stake)makers and stakeholders

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’• Discussed the impact of assumption based scoping• Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific)

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’• Discussed the impact of assumption based scoping• Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific)• Workshopped continuums to express our directional

goals for the semester

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’• Discussed the impact of assumption based scoping• Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific)• Workshopped continuums to express our directional

goals for the semester• Assigned group homework that is due today!

2

Last Class we...

• Introduced the topics ‘scope’ and ‘stake’• Discussed the impact of assumption based scoping• Discussed the needs of (stake)makers and stakeholders • Learned about types of goals (directional and specific)• Workshopped continuums to express our directional

goals for the semester• Assigned group homework that is due today!• Assigned workshop prep homework individually around

specific goals, which we will use today

2

Homework Share

3

Homework Share

• Each team will have 5 minutes to present their continuums to the class.

3

Pop Quiz:Attaching measurementto make specific goals

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Specific Goals should be S.M.A.R.T so you know if you are going in the right direction

q Specificq Measurableq Achievableq Relevantq Time bound

Finding the right measures

If you have a question about Examples to be looking at…

If something is effective Completion rates

Whether something is findable Speed to find

People’s Expectations Bounce Rates & Time on Site

Satisfaction Interviews, Surveys, Ask Sales and CSRs

Is enough Information provided? Are people clicking to further information consistently?

Are people using the path as designed? Click path data

(Courtesy of Richard Dalton)

Two Goal Mad Libs:

<Increase, Decrease or Establish> _______ by ____% over the next _______ as measured by ______.

<Increase, Decrease or Establish> _______ with <audience> over the next _______ as measured by ______.

Workshop AssignmentAttaching measurementto make specific goals

8

Example: mapping Specific Goals to directional goals

– Establish an average time on site with our loyalty users of 2+ minutes (matching industry standards for news sites)

– Increase the likelihood of loyalty users to click on secondary materials from 10% to 20% through better content tagging and human curation

5 4 3 2 1 0 1 2 3 4 5Today

Measure Engagement

Measure Conversion

6 Month Goal

Workshop Time!

Spend the next 40 minutes sharing your specific measurable goals with your group. Put them in a google document.

Each must be:q Specificq Measurableq Achievableq Relevantq Time bound q & ladder up to a directional goal

10

What time is it?

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What time is it?

11

12

everything is complex

I intend to because I believe

facilitate understanding organize meaning, create clarity and establish truth

put the what before the how

make the unclear clear

information architect

understanding is always good but it is equally important to not understand

clarity is a prerequisite of truth

I am an

by: Abby Covert & Dan Klyn

architecture frames problems, design solves them

support goals, makers and users

12

everything is complex

I intend to because I believe

facilitate understanding organize meaning, create clarity and establish truth

put the what before the how

make the unclear clear

information architect

understanding is always good but it is equally important to not understand

clarity is a prerequisite of truth

I am an

by: Abby Covert & Dan Klyn

architecture frames problems, design solves them

support goals, makers and users

What is the What

13

What as an adverb is Used to indicate an estimate or approximation

What as a determiner means Asking for information specifying something

14

15

What Are we doing?

Why we need Change?

Who to Consider?

When Are we Doing what?

How will we do this?

tools I use +questions I help

Answer

Stakeholder Interviews

Goal Setting Workshop

Wireframes and Prototypes

User Research Flow, Maps and RoadmapsScoping WorkshopCollaborative Design Session

Competitive ResearchHeuristic Evaluation

Persona Development

Existing User Research

User Segmentation Workshop Functional SpecificationsContent Inventory

Experience Brief

Touchpoint Mapping Workshop

15

What Are we doing?

Why we need Change?

Who to Consider?

When Are we Doing what?

How will we do this?

tools I use +questions I help

Answer

Stakeholder Interviews

Goal Setting Workshop

Wireframes and Prototypes

User Research Flow, Maps and RoadmapsScoping WorkshopCollaborative Design Session

Competitive ResearchHeuristic Evaluation

Persona Development

Existing User Research

User Segmentation Workshop Functional SpecificationsContent Inventory

Experience Brief

Touchpoint Mapping Workshop

How is what different than how?

16

17

What Are we doing?

Why we need Change?

Who to Consider?

When Are we Doing what?

How will we do this?

tools I use +questions I help

Answer

Stakeholder Interviews

Goal Setting Workshop

Wireframes and Prototypes

User Research Flow, Maps and RoadmapsScoping WorkshopCollaborative Design Session

Competitive ResearchHeuristic Evaluation

Persona Development

Existing User Research

User Segmentation Workshop Functional SpecificationsContent Inventory

Experience Brief

Touchpoint Mapping Workshop

17

What Are we doing?

Why we need Change?

Who to Consider?

When Are we Doing what?

How will we do this?

tools I use +questions I help

Answer

Stakeholder Interviews

Goal Setting Workshop

Wireframes and Prototypes

User Research Flow, Maps and RoadmapsScoping WorkshopCollaborative Design Session

Competitive ResearchHeuristic Evaluation

Persona Development

Existing User Research

User Segmentation Workshop Functional SpecificationsContent Inventory

Experience Brief

Touchpoint Mapping Workshop

18

Why =For what reason

or purpose

18

What =An approximation for information

specifying something

Why =For what reason

or purpose

How =In what way or manner or by what means

18

What =An approximation for information

specifying something

Why =For what reason

or purpose

19

WhyBecause someone else has taken over our

brand on social media

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

How

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

How

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

A photo sharing FB application

focused on spreading happy

pictures

How

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

A photo sharing FB application

focused on spreading happy

pictures

A t-shirt giveaway mechanism

How

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

A photo sharing FB application

focused on spreading happy

pictures

A t-shirt giveaway mechanism

A bot that detects non-faces and

flags them for moderation

How

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

A photo sharing FB application

focused on spreading happy

pictures

A t-shirt giveaway mechanism

A bot that detects non-faces and

flags them for moderation

Full Package redesign

focused on “happy”

How

19

WhatWe need a launch strategy for fall

2010 that builds a strong baseline fan base on social media. Our target is

moms and we know there is the potential for millions based on other

brands.

WhyBecause someone else has taken over our

brand on social media

A photo sharing FB application

focused on spreading happy

pictures

A t-shirt giveaway mechanism

A bot that detects non-faces and

flags them for moderation

A TV Commercial

mentioning the social media

links

Full Package redesign

focused on “happy”

when what is before why

20

21

Everyone feels a loss of satisfaction

21

User satisfaction

Everyone feels a loss of satisfaction

21

User satisfaction

StakeholderSatisfaction

Everyone feels a loss of satisfaction

21

User satisfaction

StakeholderSatisfaction

MAKER Satisfaction

Everyone feels a loss of satisfaction

when how is before what

22

Spray-n-Pray

23

A simple way to think about

Why, What & How

in the right order

24

Goal Vs.

Requirement vs.

Feature

25

26

Goal

(Defines Why)An aim or desired result

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Goal

(Defines Why)An aim or desired result

26

Goal

RequirementRequirement (Defines what) A thing that is needed or wanted, or compulsory

(Defines Why)An aim or desired result

26

Goal

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

(Defines how)A distinctive attribute or aspect of something

RequirementRequirement (Defines what) A thing that is needed or wanted, or compulsory

27

Goal

(Defines Why)Take back social media for brand

27

Goal

(Defines Why)Take back social media for brand

27

Goal

RequirementRequirement (Defines what) A social media launch strategy

(Defines Why)Take back social media for brand

27

Goal

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

Feature Feature

(Defines how)A facebook application

RequirementRequirement (Defines what) A social media launch strategy

The many faces of a requirement:

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• Potential New stuff/processes that could help to reach goals

• Existing stuff/processes that will need to be taken care of or changed to reach goals

• Communication efforts needed to support goals

• Research that is still needed

• Data that is still needed

Example Requirements

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• Potential New stuff/processes: A custom facebook app with Moderation team to manage the flow of entries. A giveaway mechanism with a randomizer. A TV commercial. A Magazine ad.

• Existing stuff/processes: Redesign of packaging and corporate site structure to accommodate social media initiative.

• Communication efforts: Press release on the effort to increase awareness. Media buy for new TV spot and Magazine ads. Social media team to respond to user comments.

• Research: How to get non-faces rejected? What kind of apps did “Moms” enjoy and respond to?

• Data: baseline on # of social media followers of like (but not competitive) brands

Homework

• As a group: Document requirements for meeting your goals. – What is potential new stuff?– What is the old stuff? How must it be changed?– What will need to be communicated?– What research is still needed? – What data is still needed?

• Please submit your group homework by 6 PM Monday October 15 via email

• Each of you should additionally come to the next class with a list of 20 (yes, 20) feature ideas based on your requirements.

• (Note: it may be best to designate areas for each group member to explore, it will save you time in the next assignment)

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Questions?

CovertA@newschool.edu@ Abby_The_IA

www.Abbytheia.com

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