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communicating IA Making the intangible more understandable Jackie Greenfield

communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

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Page 1: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

communicating IAMaking the intangible more understandable

Jackie Greenfield

Page 2: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

why it matters

© 2020 g2o, LLC; proprietary and confidential

Page 3: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous amount of time, effort and money in the long run.”https://blog.optimalworkshop.com/how-to-communicate-information-architecture-to-others/

© 2020 g2o, LLC; proprietary and confidential

Page 4: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

• IA is the base of any site or app.

• If a key stakeholder doesn’t give the

right input at the right time, this can

lead to failures down the line

• Similarly, if the team isn’t aligned on

what the IA is and how it will work,

misunderstandings can lead to many

problems

why it matters

© 2020 g2o, LLC; proprietary and confidential

Page 5: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

the deliverable meeting

© 2020 g2o, LLC; proprietary and confidential

Page 6: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

• Make Sense: Information Architecture for Everybody

• by Abby Covert

• https://www.slideshare.net/AbbyCovert/make-sense-information-architecture-for-

everybody/33-20_ways_to_organize_a

Page 7: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“For the information architect, communication is a special challenge because of the intangible nature of the work….

As an information architect, you face the daunting challenge of helping others visualize such abstract concepts as a metaphor-based architecture and indexing systems.”

~Information Architecture for the World Wide Web, by

Louis Rosenfeld and Peter Morville

https://docstore.mik.ua/orelly/web2/infoarch/ch02_03.htm

© 2020 g2o, LLC; proprietary and confidential

Page 8: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

the deliverable meeting

1. Establish a purpose for the meeting

2. Set the context

3. Introduce the deliverable

4. Present the deliverable

5. (Post meeting) Share the deliverable

© 2020 g2o, LLC; proprietary and confidential

Page 9: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

establishing a purpose

© 2020 g2o, LLC; proprietary and confidential

Page 10: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

For example: gain alignment on the

organization of pages on our future website

Or: to discuss the proposed product taxonomy

and metadata schema, and agree on next steps

Be sure to explain why this is an important step

the purpose

© 2020 g2o, LLC; proprietary and confidential

Page 11: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

setting the context

© 2020 g2o, LLC; proprietary and confidential

Page 12: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Remind everyone of the overall

project goals and previously

aligned-on principles

context: what are we trying to do?

© 2020 g2o, LLC; proprietary and confidential

Page 13: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“The work to create the design is as valuable as the design itself”

http://www.practicallyux.com/can-present-work-people-effectively/

© 2020 g2o, LLC; proprietary and confidential

Page 14: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

• What went into this deliverable?

• Common answers may include:

• Documented business/project

goals

• User insights & user goals

• Current site structure

• Competitors’ site structure(s)

• Recommended content based on a

content analysis

context: inputs

© 2020 g2o, LLC; proprietary and confidential

Page 15: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

context: outputs

• What will the deliverable inform?

• Common answers may include:

• Wireframes

• Site navigation

• Site content

• Filtering mechanisms

© 2020 g2o, LLC; proprietary and confidential

Page 16: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

introducing IA deliverables

© 2020 g2o, LLC; proprietary and confidential

Page 17: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

aefwaftefawfawf efaf

aefwaftefawfawf efaf

aefwaftefawfawf efaf

aefwaftefawfawf efaf

aefwaftefawfawf efaf

aefwaftefawfawf efaf

WHOA! What is going on here? This looks like too much complexity. I don’t like it.

Well, if you’ll let me explain, it’s really quite simple…

Work created with Scenes™ by SAP AppHaus(https://experience.sap.com/designservices/scenes)

Page 18: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

• Organization of the site/app

• Planning out future content

• Reviewing intended templates

intended purpose

© 2020 g2o, LLC; proprietary and confidential

Page 19: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

This is for audience xyz trying to do abc –

will it work for them?

criteria by which this should be evaluated

© 2020 g2o, LLC; proprietary and confidential

Page 20: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Show the legend upfront so your

audience knows what to expect

legend to explain diagrams

© 2020 g2o, LLC; proprietary and confidential

https://www.lucidchart.com/pages/examples/sitemap-generator

Page 21: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

• Introduce unfamiliar terms

• Also introduce terms that may cause

mis-alignment

• Use labels consistently throughout your

presentation

glossary of terms

© 2020 g2o, LLC; proprietary and confidential

Page 22: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

© 2020 g2o, LLC; proprietary and confidential

Page 23: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous
Page 24: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous
Page 25: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Working with a partner, spend 6

minutes on this exercise.

Define these terms, then come up with

a few of your own terms to define.

activity

Page 26: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

presenting IA deliverables

© 2020 g2o, LLC; proprietary and confidential

Page 27: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

don’t

• Narrate your deliverables and then ask

for feedback

do

• While presenting, gather rich input

from your stakeholders and work closer

to the goal together through

collaboration

presenting IA to stakeholders

http://www.practicallyux.com/presenting-for-impact-a-guide-to-presenting-information-architecture-to-stakeholders/

Page 28: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“Depending on your project and your working style, it could be as simple as building the new IA out on a wall in Post-its or drawing it on a whiteboard wall where everyone can see it and ask questions and give their feedback. This can be really useful for communicating to people outside the team and is great for getting people together for a discussion.”

© 2020 g2o, LLC; proprietary and confidential

https://blog.optimalworkshop.com/how-to-communicate-information-architecture-to-others/

Page 29: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Designate a note-taker before the meeting,

and any other roles necessary

assign roles

© 2020 g2o, LLC; proprietary and confidential

Page 30: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

What’s the unifying idea behind your

deliverable?

conceptual introduction

© 2020 g2o, LLC; proprietary and confidential

Page 31: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Areas that represent the unifying concept,

or areas of potential controversy

cover important landmarks

© 2020 g2o, LLC; proprietary and confidential

Page 32: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

ask questions

• Does this seem like an intuitive organization of information,

given our users’ goals of xyz?

• Do you think these labels here will make sense to the users?

• Is there any content missing over there?

© 2020 g2o, LLC; proprietary and confidential

Page 33: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

designing IA deliverables for presentation

© 2020 g2o, LLC; proprietary and confidential

Page 34: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“A good site map has four attributes: it has good content, is easy to understand, uses the appropriate form, and is simple.”~ Donna Spencer in “Communicating Design: Developing

Web Site Documentation for Design and Planning” by Dan

Brown

© 2020 g2o, LLC; proprietary and confidential

Page 35: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“The challenge to making a great site map is finding the balance between clarity and richness.” ~ James Melzer in “Communicating Design: Developing Web

Site Documentation for Design and Planning” by Dan Brown

© 2020 g2o, LLC; proprietary and confidential

Page 36: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

CLE at two “zoom” levels

© 2020 g2o, LLC; proprietary and confidential

Page 37: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Home

Category 1 Category 2 Category 3 Category 4 Category 5

Page 38: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Category 1

Subcat 1a

Subcat 1b

Page A1

Page B1

Page C1

Page 39: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Category 1

Subcat 1a

Subcat 1b

Page A1

Page B1

Page C1

Category 2

Subcat2a

Page A2

Page B2

Page C2

Category 3 Category 4 Category 5

Page A3

Page B3

Page C3

Page D3

Subcat2b

Page A4

Page B4

Subcat5a

Subcat5b

Page 40: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

projecting & contrast

Make sure meaningful contrast is clear enough, especially if you’ll be projecting;

and/or ensure there’s another way to understand the same info

© 2020 g2o, LLC; proprietary and confidential

Template Type A

Template Type B

Template Type C

Template Type B

Template Type A

Page 41: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Consider using the company palette as a

starting point

Using gradations of one color keeps it simple

colors

© 2020 g2o, LLC; proprietary and confidential

Template Type A

Template Type B

Template Type C

Page 42: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“Complexity can get in the way of true understanding.”~ Make Sense: Information Architecture for Everybody,

https://www.slideshare.net/AbbyCovert/make-sense-information-architecture-for-everybody/14-Some_Enemies_that_lurk_in

© 2020 g2o, LLC; proprietary and confidential

Page 43: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

1. Must-haves

• Relationships between pages

(and/or templates)

2. Elaborating Pages & Links

• Page details and distinctions

• Grouping pages

• Additional connections

3. Further context

• Project management and planning

• Editorial and content strategy

• User needs

• etc.

layers of information

© 2020 g2o, LLC; proprietary and confidential

~ “Communicating Design: Developing Web Site Documentation for Design and Planning” by Dan Brown

Page 44: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

“The most effective way to develop a visual language for your site map is to make a list of everything you need to describe in the diagram. After prioritizing the list, you can identify how to represent each kind of information.”~ “Communicating Design: Developing Web Site

Documentation for Design and Planning” by Dan Brown

© 2020 g2o, LLC; proprietary and confidential

Page 45: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

• Color

• Size

• Shape

• Stacked shapes

• Icons

• Text

common ways of visualizing information

© 2020 g2o, LLC; proprietary and confidentialhttps://online.visual-paradigm.com/diagrams/templates/site-map-diagram/sitemap-concept-illustration/

Page 46: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Home

Category 1 Category 2 Category 3 Category 4 Category 5

Subcat 1a

Subcat 1b

Subcat 2a

Subcat 2b

Subcat 3a

Subcat 3b

Subcat 4a

Subcat 4b

Subcat 5a

Subcat 5b

Page 47: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Home

Category 1 Category 2 Category 3 Category 4 Category 5

Subcat 1a

Subcat 1b

Subcat 2a

Subcat 2b

Subcat 3a

Subcat 3b

Subcat 4a

Subcat 4b

Subcat 5a

Subcat 5b

Global Nav

Utility NavAbout Why Us

Page 48: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Home

Category 1 Category 2 Category 3 Category 4 Category 5

Subcat 1a

Subcat 1b

Subcat 2a

Subcat 2b

Subcat 3a

Subcat 3b

Subcat 4a

Subcat 4b

Subcat 5a

Subcat 5b

Global Nav

Utility NavAbout Why Us

* Persona A! Persona B- Persona C

*! - ! * *!-

Page 49: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Home

Category 1 Category 2 Category 3 Category 4 Category 5

Subcat 1a

Subcat 1b

Subcat 2a

Subcat 2b

Subcat 3a

Subcat 3b

Subcat 4a

Subcat 4b

Subcat 5a

Subcat 5b

Global Nav

Utility NavAbout Why Us

* Persona A! Persona B- Persona C

Future state pages

*! - ! * *!-

Page 50: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

© 2020 g2o, LLC; proprietary and confidential

Page 51: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

sharing IA deliverables

© 2020 g2o, LLC; proprietary and confidential

Page 52: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

check your sharing experience

• Look at the sharing experience in another browser

• Ask someone else to check it out, especially with a different OS or monitor

• This is good both as QA, but also to see if you need to explain anything when you

share it, like how to navigate the sharing experience

© 2020 g2o, LLC; proprietary and confidential

Page 53: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

let them navigate

Page 54: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

© 2020 g2o, LLC; proprietary and confidential

Home

Category 1 Category 2 Category 3 Category 4 Category 5

Page 55: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

conclusion

© 2020 g2o, LLC; proprietary and confidential

Page 56: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

the deliverable meeting

1. Establish a purpose for the meeting

2. Set the context

3. Introduce the deliverable

4. Present the deliverable

5. (Post meeting) Share the deliverable

Page 57: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

https://i1.wp.com/www.practicallyux.com/wp-content/uploads/2015/04/PresentingIAtoStakeholders.png

Page 58: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

resources

• https://www.slideshare.net/AbbyCovert/make-sense-information-architecture-for-everybody/14-

Some_Enemies_that_lurk_in

• https://www.slideshare.net/AbbyCovert/make-sense-information-architecture-for-everybody/33-

20_ways_to_organize_a

• https://blog.optimalworkshop.com/how-to-communicate-information-architecture-to-others/

• http://www.practicallyux.com/can-present-work-people-effectively/

• https://www.lucidchart.com/pages/examples/sitemap-generator

• http://www.practicallyux.com/presenting-for-impact-a-guide-to-presenting-information-architecture-to-

stakeholders/

• https://i1.wp.com/www.practicallyux.com/wp-content/uploads/2015/04/PresentingIAtoStakeholders.png

• “Information Architecture for the World Wide Web” by Louis Rosenfeld and Peter Morville

• https://illlustrations.co

• “Communicating Design: Developing Web Site Documentation for Design and Planning” by Dan Brown

Page 59: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Questions? Comments?

Page 60: communicating IA - jackiegreenfield.com · “Getting the bones of the design right from the very beginning before diving into the user interface (UI) design will save an enormous

Thank you!

Please contact me with questions/feedback:

[email protected]