Adapt classic project management approaches to web projects Established Communication, Mutual Trust and Respect
Trang 1welcome
Trang 2IN WHICH WE
AGREE UPON WHY WE ARE HERE
Thursday, September 24, 2009
Trang 3our founder: Jeffrey Zeldman
photo: Adrian Q | flickr: aquan
Trang 4his book(s)
DESIGNING WITH WEB STANDARDS
(1st, 2nd, & soon 3rd Editions, + a few others)
Thursday, September 24, 2009
Trang 5our website
Trang 6our website
Thursday, September 24, 2009
Trang 7our website
Trang 8our clients
AIGA Build-A-Bear
Daily Kos Georgetown University
Greater Philadelphia
Tourism & Marketing
Corporation Krylon Paints
Wordpress Zappos
Thursday, September 24, 2009
Trang 9our website
Trang 10our events
Thursday, September 24, 2009
Trang 11so what?
Trang 12why us?
Thursday, September 24, 2009
Trang 13why us?
Mr Cooksey asked us We said yes
Trang 14why us?
Mr Cooksey asked us We said yes.Why not us? Why not you?
Thursday, September 24, 2009
Trang 20IN WHICH WE
EXPLORE THE ETHICS OF SEDUCTION
& BETTER LIVING THROUGH CHEMISTRY
ROBERT
Thursday, September 24, 2009
Trang 21basic sales process
ROBERT
Trang 22basic sales process
Project Planner
ROBERT
Thursday, September 24, 2009
Trang 23basic sales process
Project Planner
Dialogue & Follow Up
ROBERT
Trang 24basic sales process
Project Planner
Dialogue & Follow Up
Closing the Deal
ROBERT
Thursday, September 24, 2009
Trang 25the project planner
ROBERT
Trang 26dialogue & follow up
It’s all about communication And coordination
ROBERT
Thursday, September 24, 2009
Trang 27closing the deal
A always
B be
C closing
Trang 28our values
ROBERT
Thursday, September 24, 2009
Trang 29our values
No spec work: nothing is free
ROBERT
Trang 30our values
No spec work: nothing is free
We pitch our people, principles, and process
ROBERT
Thursday, September 24, 2009
Trang 31our values
No spec work: nothing is free
We pitch our people, principles, and process
Talk is cheap: share ideas freely
ROBERT
Trang 32our values
No spec work: nothing is free
We pitch our people, principles, and process
Talk is cheap: share ideas freely
One to one (or small group) conversation is priceless
ROBERT
Thursday, September 24, 2009
Trang 33our values
No spec work: nothing is free
We pitch our people, principles, and process
Talk is cheap: share ideas freely
One to one (or small group) conversation is priceless
ROBERT
Trang 34client vendor chemistry
ROBERT
Thursday, September 24, 2009
Trang 35client vendor chemistry
Sometimes we say no (thank you)
ROBERT
Trang 36client vendor chemistry
Sometimes we say no (thank you)
Not every project is right for us And vice-versa
ROBERT
Thursday, September 24, 2009
Trang 37client vendor chemistry
Sometimes we say no (thank you)
Not every project is right for us And vice-versa
ROBERT
Trang 38Carlisle Wide Plank Flooring
“ we’ll treat ya to some magical wood.”
- email from Client
Thursday, September 24, 2009
Trang 39Mozilla Foundation
ROBERT
Trang 40Mozilla Foundation
We went big (in scope)
ROBERT
Thursday, September 24, 2009
Trang 41Mozilla Foundation
We went big (in scope)
ey came back and said smaller
ROBERT
Trang 42Mozilla Foundation
We went big (in scope)
ey came back and said smaller
We went smaller
ROBERT
Thursday, September 24, 2009
Trang 43Mozilla Foundation
We went big (in scope)
ey came back and said smaller
We went smaller
ey said, “yes” but “involve the community in the process.”
ROBERT
Trang 46our pm philosophy
Adapt classic project management approaches
to web projects
Waterfall can be agile
Add some personality to the mix!
DAVE
Thursday, September 24, 2009
Trang 47web project concepts
Open minds = successful projects
Dra timelines establish project timeframes
Manage milestones
“e Evolution Solution” - Focus on current phase +
four weeks beyond
DAVE
Trang 48on waterfall & agile
Predictability versus flexibility
All you got to do is talk, talk
DAVE
Thursday, September 24, 2009
Trang 49on waterfall & agile
Predictability versus flexibility
All you got to do is talk, talk
Google Search: “Waterfall”
DAVE
Trang 50pm with personality
Build the expectation
Become the consummate comedic professional
“Hi Tina, Tom, Kim, John and all the ships at
sea We’re nautical by nature ya know! :)”
DAVE
Thursday, September 24, 2009
Trang 51Carlisle Wide Plank Flooring
Established Communication, Mutual Trust and Respect
Home made muffins, ohh so warm & tasty
Change to planned technical assessment deliverable
Altered project plan to meet Client needs
Invited Tech lead to participate in CMS integration
DAVE
Trang 52Mozilla Foundation
Open design process with Mozilla Community
Utilized elements of Agile, Rapid Design and Waterfall
to complete project tasks and maintain an “open” feel to
the project
Evolution of requirements vs revolution of scope
DAVE
Thursday, September 24, 2009
Trang 53project definition
IN WHICH WE
CHOOSE THE PROPER STARTING FOOT
& IN WHICH DIRECTION TO GO
KEVIN
Trang 5425.00%
50.00% 75.00% 100.00%
project definition
Thursday, September 24, 2009
Trang 55project definition: our goals
KEVIN
Trang 56project definition: our goals
Identify the key players
Explore the communications dynamic
Immerse ourselves in the culture
Define the project
KEVIN
Thursday, September 24, 2009
Trang 57kickoff should establish
KEVIN
Trang 58kickoff should establish
a high level of positive energy,
the appropriate conceptual depth,
a sense of humor,
& unanticipated delight at our approach.
KEVIN
Thursday, September 24, 2009
Trang 59stakeholder interviews
By moing stakeholder interviews prior to kickoff, you
can spend less time on unknowns during the kickoff and
work at a better conceptual depth
KEVIN
Trang 60priority card sorting game
An exercise that assesses information priorities for an
organization and quantifies variations in priority
between a client and a vendor, two departments in the
same organization, two different types of users, or any
two groups
KEVIN
Thursday, September 24, 2009
Trang 61step 1
In advance, list all your topics on a set of index cards
Create a set for each participant 15 topics is a good
upper limit
KEVIN
Trang 62step 1
In advance, list all your topics on a set of index cards
Create a set for each participant 15 topics is a good
upper limit
Topic 1 Topic 2 Topic 3 Topic 4
Topic 5 Topic 6 Topic 7 Topic 8
KEVIN
Thursday, September 24, 2009
Trang 63step 2
Arrange the group around the table so that a
representative from each group is in an alternating seat
Ideally, no one should be sitting next to someone they
work with
KEVIN
Trang 64step 2
Arrange the group around the table so that a
representative from each group is in an alternating seat
Ideally, no one should be sitting next to someone they
work with
KEVIN
Thursday, September 24, 2009
Trang 65Topic 7 Topic 8
Topic 4
step 3
Ask each participant to sort their cards from highest to
lowest priority, with the highest priority on the top and
lowest priority on the bottom
Topic 1 Topic 2 Topic 3
Topic 6 Topic 5
KEVIN
Trang 66Topic 7 Topic 8Topic 4
step 3
Ask each participant to sort their cards from highest to
lowest priority, with the highest priority on the top and
lowest priority on the bottom
Topic 1Topic 2Topic 3Topic 6Topic 5
KEVIN
Thursday, September 24, 2009
Trang 67step 4
Each participant must remove their 3 lowest priority
cards from the group, place a hash mark in the corner of
the card, and pass them to the person on their le
Topic 7Topic 8
Topic 4Topic 1
Topic 2Topic 3Topic 6Topic 5
KEVIN
Trang 68step 4
Each participant must remove their 3 lowest priority
cards from the group, place a hash mark in the corner of
the card, and pass them to the person on their le
Topic 7
Topic 8
Topic 4
Topic 1Topic 2Topic 3Topic 6
Topic 5
KEVIN
Thursday, September 24, 2009
Trang 69step 4, variation
Prior to passing, allow each participant to “save” one
card that can’t be lost, and to discard one card that is the
least important ese cards should then be designated
as “save” or “remove,” and then set aside from play
Topic 7Topic 8
Topic 4Topic 1
Topic 2Topic 3Topic 6Topic 5
KEVIN
Trang 70step 4, variation
Prior to passing, allow each participant to “save” one
card that can’t be lost, and to discard one card that is the
least important ese cards should then be designated
as “save” or “remove,” and then set aside from play
Topic 7 Topic 8Topic 4Topic 1Topic 2
Topic 3Topic 6 SAVETopic 5
REMOVE
KEVIN
Thursday, September 24, 2009
Trang 71step 5
Repeat steps 3 and 4 up to 3 times, with each participant
prioritizing with their new set of cards, designating the 3
lowest priority, marking them with new or additional
hash marks, and passing them to the le
KEVIN
Trang 72step 5
Repeat steps 3 and 4 up to 3 times, with each participant
prioritizing with their new set of cards, designating the 3
lowest priority, marking them with new or additional
hash marks, and passing them to the le
KEVIN
Thursday, September 24, 2009
Trang 73step 6
Aer each participant puts the cards in order a final
time, have them number the cards and place their
initials on each card At this point, each card should
have a single set of initials, a number that represents the
participant’s priority, and between 0 and 4 has marks
Topic 5 Topic 6
KEVIN
Trang 74step 6
Aer each participant puts the cards in order a final
time, have them number the cards and place their
initials on each card At this point, each card should
have a single set of initials, a number that represents the
participant’s priority, and between 0 and 4 has marks
Trang 75Analysis of the collected data assesses the priorities of
the combined group and variations in priorities between
the two represented groups
KEVIN
Trang 76Topic Passes Average Client Avg Happy Cog Avg Variation
Abstracts of Research Projects 2 1.38 1.88 0.83 1.05 Blogs or Articles Written by Doctors 3 1.46 1.86 1.33 0.53 Blogs or Newsletters Written by Clients 4 1 0.71 1.33 -0.62 Blogs or Newsletters Written by Leadership 8 0.54 0 1.33 -1.33 Corporate Volunteer Tracking Capabilities 15 0.23 0.42 0 0.42 Discussion Areas for Parents/Caregivers 5 0.77 0.14 1.5 -1.36 Donate to a Specific Program 8 1.31 1 1.67 -0.67 General Information About Low Vision 0 6.08 5.57 6.67 -1.1 Guidelines for Accessibility on the Web 6 0.07 0.14 0 0.14
How to Find Help Near You 1 5.23 5.42 5 0.42
Integrated Events Calendar 12 1 0.14 2 -1.86 Reviews of New Assistive Technology 2 3.38 4.71 1.83 2.88
Services Organized by Visual Condition 2 6 3.57 8.83 -5.26
Sign Up to be a Volunteer 0 1.53 1.28 1.83 -0.55 Vision Loss Simulations 0 2.31 3 0.33 2.67
Volunteer for a Specific Program 1 0.46 0 1 -1
Out of 10, n=13 Out of 10, n = 7 Out of 10, n = 6
Thursday, September 24, 2009
Trang 77other kickoff activities
Trang 78other kickoff activities
Ice Destroyers
Thursday, September 24, 2009
Trang 79other kickoff activities
Ice Destroyers
Prototyping exercise
(Zaki Warfel)
Trang 80other kickoff activities
Trang 81other kickoff activities
Ice Destroyers
Prototyping exercise
(Zaki Warfel)
UX Health Check
(Labate & Govella)
Ask “What Have We Done at Sucks?”
Trang 82other kickoff activities
Ice Destroyers
Prototyping exercise
(Zaki Warfel)
UX Health Check
(Labate & Govella)
Ask “What Have We Done at Sucks?”
Establish a social relationship
Thursday, September 24, 2009
Trang 83IN WHICH WE
MAKE THE PRETTY SMARTER
& MAKE THE SMARTER PRETTIER
CHRIS
Trang 84So, what’s wrong with the
“IA to Design” waterfall process?
CHRIS
Thursday, September 24, 2009
Trang 89Heavy burdern
Design = “Skinning”
Where’s the collaboration?
Clients find IA documentation scary & confusing
CHRIS
Trang 90visual concepting
3 - 5 “uick Hit” visual designs
Solve specific problems
Cross-team effort
CHRIS
(Initial design concepts)
Thursday, September 24, 2009
Trang 93Task: Redesigning Carlisle’s
wideplankflooring.com
capitalizing on the unique
Carlisle story & selling process
CHRIS
Trang 104Task: Redesigning
the Mozilla website while
keeping the content
& structure intact
CHRIS
Thursday, September 24, 2009
Trang 116So what does this process
(basically) look like, then?
CHRIS
Thursday, September 24, 2009
Trang 118IN WHICH WE
PUT OUR $ WHERE OUR ) IS
MARK JENN
Thursday, September 24, 2009
Trang 123(confused development cat)
Trang 124IA Design Development
IA
Design Development
Waterfall
Improved Waterfall
Thursday, September 24, 2009
Trang 128(getting answers)
(confused cat)
Thursday, September 24, 2009
Trang 129(inventory file)
Trang 130(screen shot of login
form)
Thursday, September 24, 2009
Trang 131(screen shot of inventory with just
“login” page showing)
Trang 132(screen shot of login
form)
Thursday, September 24, 2009
Trang 133(screen shot of login
form with forgot
password link)
Trang 134(screen shot of inventory with just
“login” page showing AND forgot
your password)
Thursday, September 24, 2009
Trang 135(screen shot of login
form with forgot
password link)
Trang 136(screen shot of the reset your password
email form)
Thursday, September 24, 2009
Trang 137email is entered
wrong=
mark@markh.ut.com
Trang 138(error page on forgot
your password)
mark@markhuot.com
Thursday, September 24, 2009
Trang 139(screen shot of password has been successfully reset page)
Trang 140(screen shot of inventory with just “login” page showing AND forgot your password AND reset form AND reset
confirmation)
Thursday, September 24, 2009
Trang 141(screen shot of login
page)
markhot
••••••••
Trang 142(screen shot of login page with an error)
markhot
••••••••
Thursday, September 24, 2009
Trang 143(screen shot of inventory with just “login” page showing AND forgot your password AND reset form AND reset confirmation
AND error page)
Trang 144(screen shot of login
page)
markhuot
••••••••
Thursday, September 24, 2009
Trang 145(screen shot of success
login page)
Trang 146(screen shot of inventory with full login
items)
Thursday, September 24, 2009
Trang 149Poppycock!
Trang 150(screen shot/movie of ajax login
form—apple.com rip off,
web2.0 rip)
Thursday, September 24, 2009
Trang 151“Uhh ohh” pages
Trang 152404 Pages
Thursday, September 24, 2009
Trang 155(example 1 of forgotten
pages with bland developer speak)
Trang 156No Search Results
Thursday, September 24, 2009
Trang 159(separate screen shot
of no search results)
Trang 160(screen shot of full
inventory file)
Thursday, September 24, 2009
Trang 162the BIG IDEA
Trang 163the BIG IDEA
Trang 164We choose and treat our clients
like we choose and treat our friends
the BIG IDEA
Thursday, September 24, 2009
Trang 165We choose and treat our clients
like we choose and treat our friends
We (attempt to) manage
our projects with flexibility
the BIG IDEA
Trang 166We choose and treat our clients
like we choose and treat our friends
We (attempt to) manage
our projects with flexibility
We start our projects with engagement, depth, & energy.
the BIG IDEA
Thursday, September 24, 2009
Trang 167We choose and treat our clients
like we choose and treat our friends
We (attempt to) manage
our projects with flexibility
We start our projects with engagement, depth, & energy.
We sometimes lead with collaborative visual thinking
the BIG IDEA
Trang 168We choose and treat our clients
like we choose and treat our friends
We (attempt to) manage
our projects with flexibility
We start our projects with engagement, depth, & energy.
We sometimes lead with collaborative visual thinking
We insure our ideas are fully considered and developed to
provide a consistent experience
the BIG IDEA
Thursday, September 24, 2009