Friday, July 29, 2011

The Things We Make and Do


Link to Article

by Erin Kissane on July 28th, 2011
If you’re new to content strategy, or if you’re thinking of hiring a CS person or an agency to help you deal with your own content, you’ll probably be tempted to spend a lot of time looking at the documents we call “deliverables.” Deliverables are concrete, which is reassuring. They’re also repeatable (in theory), so looking at documents for one project should tell you something about the kinds of documents required for another project.
It’s easy to focus on the concrete and the repeatable—sometimes to the exclusion of other aspects of content strategy work. But the concrete things we make don’t always reflect the whole of the work that we do.

Things To Make and Do
Things to Make and Do, Volume 9 of a 1970s edition of Worldbook’s Childcraft encyclopedia of awesome things. Volume 9 is, objectively, the best. Note well the hypnotic effect of the paper-plate dragon.
Image credit: Awful Library Books

DOCUMENTS ON THE BRAIN

In the last few years, the content strategy community has begun to standardize on a central set of documents, and we’ve been thinking and talking about them … a lot.
And that’s fine, as long as we maintain perspective on what deliverables really are, what they’re not, and how they fit into our work as a whole. It’s easy to conflate what we produce with what we do—to confuse CS documents with CS itself.
Deliverables are great. Especially those that are repeatable in form, if not in content. They can save us tons of work reinventing the basics. They help us scope projects, teach new practitioners, and reassure clients that their money buys something they can touch (and write on with a ballpoint).
But they’re still what we (visibly) make, and not what we do.
Deliverables accomplish three main things:
  1. They force us to standardize our processes
  2. They document some aspects of the work we do
  3. They help us sell our ideas
To understand the distinction between making and doing, let’s step through those functions, one at a time.

Process organization

Standardized documents—those we carry from project to project in one form or another—tend to impose repeatable processes. If we’re going to deliver a competitive analysis document, we’re going to have to … analyze the competition. In an orderly way that makes sense when set down in crisp black toner. And if we’re going to deliver content audit findings, we’re obviously going to need to audit the content.
This stuff gets much more nebulous as we move into vaguer document descriptions like “high-level content strategy recommendations,” and that’s because those processes really aren’t as repeatable. Each client’s strategy must be built from scratch, and although we can decide to arrange our recommendations in standardized ways, their actual contents will necessarily be unique in every project.

Selective documentation

Documents communicate our analytical, synthetic, and creative ideas to other people so that they can evaluate and use the ideas themselves. They may also let us “show our work,” justifying our recommendations, explaining the steps in our analyses, and offering views of the data we’ve consumed along the way. But there are also scads of ideas, processes, discussions, and other kinds of brainwork that don’t make it into deliverables. Not in a recognizable way, at least.
For example, collaboration on work that “belongs” to other disciplines, from feature/interface design to microcopy, rarely shows up in CS deliverables. And much of the groundwork for high-level recommendations—things like audits, gap analyses, stakeholder interviews, and user research—should usually be present in deliverables only as brief summaries, lest decision makers be bored into a coma by too many spreadsheets.
There are usually other types of internal, non-deliverable documentation that track many of these different kinds of work, but by definition, those other forms usually aren’t public. For these reasons, looking at deliverables alone can produce a distorted picture of the efforts required to get to final recommendations.

Persuasion

Because we live in reality instead of a scholarly abstraction, deliverables must also help us sell our ideas to clients and managers. Excellent deliverables are persuasive … and persuasive in ways that are specific to the project and surrounding situation. No boilerplate allowed.
Of course, deliverables can’t be useful sales tools unless they’re a solid manifestation of our consultative work. Smart decisions don’t quite sell themselves, but smart decisions supported by concise explanations of the reasoning behind them are usually quite persuasive. Especially if the decisions and rationale are explicitly connected back to the goals and requirements everyone agreed on at the beginning of the project. (You did do that, right? Get everyone to agree on those basics? If not, start with this post.)

DELIVERABLES AREN’T …

Let’s flip it around for a minute and consider what deliverables aren’t. They’re not:
  • A replacement for good processes
  • A comprehensive record of our work
  • A substitute for the synthetic, analytical, and creative thinking and problem-solving that constitutes content strategy
If you’re trying to get your head around content strategy, either as a new practitioner or a client/manager, deliverable reviews can help quite a lot. But remember always that what you’re seeing on paper is the visible tip of a much larger and more complicated chunk of ice.
(And those slightly terrifying goggle-wearing seals that keep swimming under your boat carrying underwater welding equipment? Those are the content strategists. Don’t worry. They’re your friends.)

GOING DEEPER

What does that mean, in practical terms?
If you’re trying to learn more about CS, or about the capabilities of a particular firm or practitioner, don’t just talk deliverables. Ask about process. Ask about philosophy. Ask to talk through completed projects and the results CS produced.
If you’re a new practitioner or someone who’s curious about CS, talk to people who work alongside content strategists, like designers and project managers. Talk to clients or managers who’ve seen a CS project all the way through. Think about all the underwater effort that goes into producing the shiny deliverables you can see and touch.
If you’re on the client/hiring side, remember that in the end, it’s not the deliverables or even the thinking behind them that matters, it’s whether those things produce results: whether they save money, make money, bring order to chaos, produce intelligence from messes of data, communicate ideas more effectively, prevent derailments, and meet the goals you set out to meet. And if you’re the one championing a CS project, a lot of that is under your control, even if you don’t produce a single deliverable.
Do all of that and no matter who you are, you’ll go into your next project with a much better understanding of what’s going on under the surface of all those painstakingly proofread deliverables we love so much.

The UX of Learning


I think this could definitely apply to how we educate our guests on our assortment, our brand, new services, multi-channel, etc...

The UX of Learning

The UX of Learning
While many desk-shackled students may wish they were napping rather than enduring yet another monotonous lecture, learning is by no means confined within the classroom. In fact, we engage in focused learning activities every day. Think of the last time you ordered a book, booked a flight, or bought a car. How did you choose which book to read, where to go for vacation, or which car was best for you? You may have searched online, read reviews, or asked others for advice to help you make an informed decision. In a word, you learned.
Learning is a complex process with distinct stages, each with corresponding tasks and emotions. Understanding how users learn can help us design experiences that support the user throughout the entire process. So let’s learn a thing or two about learning itself.

A hierarchy of learning

According to Benjamin Bloom’s landmark 1956 study, we can classify learning in a hierarchy of six levels, where each level forms the foundation for the next. At the base of Bloom’s Taxonomy lies knowledge and comprehension—the plain facts and figures we were quizzed on at school. Once the learner has knowledge and comprehends it, the learner can begin to apply her knowledge experientially as one might do when driving a car for first time. The highest levels of learning involve deeply analyzing ideas and combining them into something new—the realm of the expert.
blooms taxonomy
Fig. 1: Bloom's Taxonomy of Learning.

Learning as a process

While Bloom’s Taxonomy reveals the many levels of learning, understanding how these levels flow together in practice is crucial. Carol Kuhlthau, a professor at Rutgers University, studiedhow students researched topics for term paper assignments.. While roughly consistent with Bloom’s Taxonomy, her research yielded much greater insight into the sequential nature of learning and its implications on the digital environment. Let’s look at Carol’s key findings and see how we can apply them to design for learnability.
Fig. 2: A representation of the learning process from Carol Kuhlthau’s paper “Inside the Search Process.”
  1. Initiation
    Initiation is the phase where you become aware that you need information. It’s often accompanied by uncertainty and apprehension. For example, my wife recently told me that she’s tired of taking the bus and wants a car. Hesitant at first, I eventually came around and agreed. Now I have a need to research vehicles.
  2. Selection
    The selection phase involves committing to constraints that narrow the information search. In our case, we quickly threw out motorcycles, vans, and SUVs, deciding to look only at small, family cars. This phase tends to produce a spike in optimism once the learner makes the selection.
  3. Exploration
    The optimism of selection usually gives way once more to confusion, uncertainty, and doubt as one realizes the many options still left to explore. Even though we had decided on small family cars, we still had to sift through dozens of makes and models, each with advantages and disadvantages. Kuhlthau’s study found that about half of her students never made it past this stage.
  4. Formulation
    Formulation is the turning point where all the information encountered thus far is formulated into a specific, tangible requirement. In our car hunt we reached formulation when we decided that a four-six-year-old five-door Nissan Almera hatchback with 30,000–50,000 miles was the best fit for our needs and budget. The formulation stage is marked by less anxiety and increased confidence.
  5. Collection
    Once the problem has been clearly articulated in the formulation phase, the next step is to evaluate the available solutions. Once we had a clear of idea of the model we wanted, we used automotive websites to search for cars in our area matching our criteria. Confidence continues to increase throughout the collection process.
  6. Action
    The final stage of the process is to perform an action based on the newly acquired knowledge. For Kuhlthau’s students, this meant actually writing the term paper. For me, it will mean going to the dealership, paying, and driving home a new car.

Designing for learnability

Most websites invest the majority of their effort into streamlining the very last stage of this process: the action phase. It’s understandable: businesses make money through conversions. However, the company that best supports the user throughout the entire learning process has the upper hand in converting that loyal user into a paying customer. With that in mind, let’s look at digital solutions to seven learning-oriented tasks.

EXPLORE

Unknown unknowns” characterize the beginning of the learning process. Often, users have no idea what’s out there. Rather than expect the user to search for a precise make and model at this point, we must help the user explore. Browsing and flexible filtering options can expose users to serendipitous discovery, while personalized suggestions can help users set off on the right foot.
Fig. 3: Last.fm keeps track of the music you listen to and recommends new artists based on how your musical tastes compare with others.
Fig. 4:TravelMatch.co.uk doesn’t force you to fill in a date or a destination like most travel websites. Instead, they help users explore holiday options by providing flexible filtering, such as the destination’s temperature.

RE-FIND

Learning can be a long-term activity. Saving a page or item—whether in the browser, a shopping basket, or in a wish list—can help users return to something they found earlier. Showing a list of recently viewed items can also provide a more passive means for helping users re-find.
Fig. 5: Nutshell CRM shows a list of recently viewed items when the user focuses on the search box, but before they start typing.

ORGANIZE

While simple bookmarking helps users re-find, a higher-level task is to actually understand the information encountered thus far and how it fits together. Often this simply occurs in the mind; other times we may jot ideas down on paper. Whatever the medium, organizing items and ideas into categories is key to the learning process.
Fig. 6: Foodily not only allow users to save their favorite recipes, but to organize them into meal plans.

COMPARE

In addition to organizing items into categories, being able to view a side-by-side comparison aids in the analysis process, especially during the collection phase.
Fig. 7: Canon’s website allows users to compare up to three cameras side-by-side.

ANNOTATE

An extension of organize and compare, annotation enables users to enrich collected items with their own notes and ratings.
Fig. 8: Globrix allow users to rate and write notes on each property that they’ve bookmarked.

MONITOR

Toward the end of processing learning, the user typically has a decent understanding of what they want. And yet that ideal job, house, or car may still be elusive. The ability to save a search and receive an alert when something new appears can be priceless.
Fig. 9: Primelocation allows users to save a search, as well as to receive a daily email with any new properties matching the user’s criteria.

COLLABORATE

We don’t often make decisions in a vacuum. Friends, colleagues, and spouses often get their say as well. Unfortunately, the collaborative learning process is very poorly supported on the web today. During my car search, my wife and I often sent links back and forth to one another through email, a less-than-perfect solution. Shared bookmarks and collaborative annotations and ratings would go a long way in making learning on the web more social.
Fig. 10: Google Bookmarks allows users to create lists of bookmarks, share those lists with others, and comment both on individual bookmarks, as well as on the list as a whole.

From the classroom to the computer screen

Far from being monopolized by schools, learning is an essential human activity. Empathizing with and supporting users as they traverse the many stages of learning fosters happier users and a more profitable business. We could all benefit from psychologist Carl Rogers’s wise advice to educators:
A further element that establishes a climate for self-initiated experiential learning is emphatic understanding. When the teacher has the ability to understand the student’s reactions from the inside and has a sensitive awareness of the way the process of education and learning seems to the student, then again the likelihood of significant learning is increased. 

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Related Topics: Information Architecture

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About the Author

Tyler TateTyler Tate is a London-based user experience designer focused on making the complex feel simple. He leads UX at TwigKit, organizes the Enterprise Search London meetup, and has led the design of big web applications including the Vyre CMS and Nutshell CRM.

2011, SO FAR


August 2011 | Instead of bringing you yet another Big New Trend, we thought we'd make your life (somewhat) easier with executive summaries of all of 2011's Trend Briefings.

2011, SO FAR

Executive summaries of all of 2011's free Trend Briefings. You know, the ones that you deleted from your inbox when things were just too hectic ;-)
So, refresh yourself with the theory (CITYSUMERS! MADE FOR CHINA! THE F-FACTOR!), scan the many examples, and get ready for a breathless remainder of 2011.


Introduction | We're past mid-year, and 2011 has so far proven to be as hectic, turbulent, threatening and promising as expected. And there's certainly no shortage of innovation, of brands doing interesting things (sometimes on very low budgets), and of emerging consumer trends begging to be capitalized on.
So get a comfy chair or lounger, and catch up on all of 2011's Trend Briefings.

INNOVATION EXTRAVAGANZA

THE F-FACTOR

RANDOM ACTS OF KINDNESS

CITYSUMERS

11 CRUCIAL CONSUMER TRENDS FOR 2011


INNOVATION EXTRAVAGANZA

There will never be a shortage of smart ventures, brands, goods and services that deliver on consumers' wants and needs in surprising, new ways. In fact, with the entire world now engaged in creative destruction, check out INNOVATION EXTRAVAGANZA: our annual round up of dozens of must see innovations from around the world, as well as the (mini) consumer trends that spawned them. From CASH-LESS to NOW-OR-NEVER COMMERCE. And remember, these are just the tip of the iceberg. Invent, imitate, improve… or perish.



THE F-FACTOR

THE F-FACTORConsumers are tapping into their networks of friends, fans, and followers to discover, discuss and purchase goods and services in ever-more sophisticated ways. As a result, it's never been more important for brands to make sure they too have THE F-FACTOR.
Five of the ways that THE F-FACTOR influences consumption behavior:
  1. F-DISCOVERY: How consumers discover new products and services by relying on their social networks.
  2. F-RATED: How consumers will increasingly (and automatically) receive targeted ratings, recommendations and reviews from their social networks.
  3. F-FEEDBACK: New ways in which consumers can ask their friends and followers to improve and validate their buying decisions.
  4. F-TOGETHER: How shopping is becoming increasingly social, even when consumers and their peers are not physically together.
  5. F-ME: How consumers' social networks are literally being turned into products and services.
And don't miss the 40+ examples of platforms such as Polyvore, Svpply and Boutiques, innovations from Facebook, Microsoft and Google, and products, services and tools from brands such as Diesel, Macy's and Disney that all have THE F-FACTOR.



RANDOM ACTS OF KINDNESS

For consumers long used to (and annoyed by) distant, inflexible and self-serving corporations, any acts of kindness by brands will be gratefully received. For brands, increasingly open communications both with and between consumers (especially online), means that it's never been easier to surprise and delight audiences with R.A.K.: whether sending gifts, responding to publicly expressed moods or just showing that they care.
Now is the ideal moment to engage in some R.A.K:
  1. HUMAN TOUCH | Consumers increasingly want to see the human side of brands (or if indeed a brand has a human side at all ;-), making R.A.K. more welcome than ever.
  2. PUTTING IT OUT THERE | Audiences are publicly disclosing more and more personal information on Facebook, Twitter and other social networks, about their lives, moods and whereabouts, both current and intended, enabling R.A.K. to be more relevant.
  3. PASS IT ON | More consumers than ever are now sharing their experiences with their friends and wider audiences on social networks, meaning R.A.K. can spread far beyond the original recipients.
Included are 20+ examples of brands from L'Oreal to Kraft to Heineken to Procter & Gamble reaching out and surprising consumers with generous gestures.



CITYSUMERS

CITYSUMERSAs rapid urbanization is one of the biggest macro trends of our time, brands can't go wrong innovating for existing and newly minted 'CITYSUMERS': the hundreds of millions (and growing!) of experienced and sophisticated urbanites, from San Francisco to Shanghai to São Paulo.
Driving the CITYSUMERS trend:
  1. URBAN BOOM | Close to 180,000 people move into cities daily, adding roughly 60 million new urban dwellers each year. And, while 'traditional' global powerhouses such as New York, London and Paris are already sharing the stage with Beijing, Mumbai and Istanbul, increasingly cities such as Belem, Chongqing and Guadalajara are ready to make their mark.
  2. URBAN MIGHT | Rich in networks and opportunities, cities act as magnets, sucking in talent and spewing out innovation. The result? Increased wealth and power of cities and those who live in them.
  3. URBANE | Urban culture and values now dominate. The fast pace and ever-present (commercial) temptations of urban life mean that CITYSUMERS are addicted to the here-and-now, experiences, choice and freedom, flexibility and rawness, unrestricted opportunity, and yes, the hunt for the Next Big Thing if not the Next Big Story.
All of which make consumers even more demanding and more open-minded, but also more proud, more connected, more spontaneous and more try-out-prone: CITYSUMERS will eagerly snap up a whole host of new urban goods, services, experiences, campaigns and conversations. Learn from the50+ examples from brands such as DKNY, Dior, Audi, BMW, IKEA, DHL, KFC, Starbucks, Nike and Adidas, who are already tailoring their products and campaigns to savvy urban audiences.



11 CRUCIAL CONSUMER TRENDS FOR 2011

While consumer trends obviously don't just 'emerge' on January 1 and end on December 31, we opened the year with our annual look at some of the key trends that are driving consumers in 2011.

We're happy to note that they still 'hold', eight months later:
  1. RANDOM ACTS OF KINDNESS: Companies monitoring consumers' public moods and surprising them with random acts of kindness... marketing may never be the same ;-) Read more »
  2. URBANOMICS: Looks at the effects of rapid global urbanization: hundreds of millions of more daring, more experienced consumers... Read more »
  3. PRICING PANDEMONIUM: Yes, consumers have always looked for deals and discounts, but flash and member sales, group buying and GPS-driven deals are unleashing total PRICING PANDEMONIUM… Read more »
  4. MADE FOR CHINA (IF NOT BRIC): Expect an increasing number of 'Western' brands to launch new products or even new brands dedicated (if not paying proper respect) to consumers in emerging markets... Read more »
  5. ONLINE STATUS SYMBOLS: Online-living (if not loving) customers will embrace any kind of symbol (virtual or 'real world'), that helps them display to peers their online contributions, creations or popularity... Read more »
  6. WELLTHY: Consumers will increasingly expect health products and services to improve their quality of life, and be fun, rather than merely treating illnesses and ailments... Read more »
  7. SOCIAL-LITES AND TWINSUMERS: Even more consumers will become curators: broadcasting, compiling, commenting, sharing and recommending content, products, purchases, and experiences to both their friends and wider audiences... Read more »
  8. EMERGING GENEROSITY: Brands and wealthy individuals from emerging markets (yes, especially China) will increasingly be expected to give, donate, care and sympathize versus just sell and take. And not just in their home countries, but on a global scale... Read more »
  9. PLANNED SPONTANEITY: With lifestyles having become fragmented, with dense urban environments offering consumers any number of instantly available options, and with cell/smartphones having created a generation who have little experience of making (or sticking to) rigid plans, consumers will embrace full-on PLANNED SPONTANEITY... Read more »
  10. ECO SUPERIOR: When it comes to 'green consumption', expect a rise in ECO-SUPERIOR products: products that are not only eco-friendly, but superior to polluting incumbents in every possible way... Read more »
  11. OWNER-LESS: With big brands and governments putting their weight behind sharing and renting, OWNER-LESS models are tipping into mainstream consumer consciousness... Read more »