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Process for
Developers,
Designers and Me
Jeremy Greenawalt
Hi.
Why do I care
about process?
I worked all sorts
of jobs.
I worked with all
sorts of teams.
I used all sorts of
systems.
I got bored.
Why does process
matter?
Planning
Kicking Off
It’s a map
It’s triage
Process != 12 steps
Process is organic
Process is a series
of phases
Universal Phases


Plan   Learn   Design   Build   Launch
Each phase has:
•Resources
•Actions
•Deliverables
•Payments
Our website
process.
Planning
Tasks
•Meet with clients
•Research (project viability)
•Come to agreement
•Set deadlines
•Make stuff legal
Deliverables
•Proposal
•Contract
•Updated project plan / process
Discovery
Tasks
•Discovery meetings with client
•Research
•Team brainstorming
•Define project scope
Deliverables
•Research artifacts (personas, reports)
•Site IA
•One-sentence purpose statement
•Project resource folders
•Content Area



Visual
Design
Wireframes
•Content Area
      Walk
             Home     The Vision         The Walk              The Voices                Events                   Blog               Get Involved


                                                                                                                                                       Home                 The Vision               The Walk              The Voices             Events                   Blog                Get Involved

      Live Webcast

      2nd Live                                                                                                                                      Sharing                                                                         Volunteers
      Webcast                                                                    BANNER                                                             Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam              Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam
                                                                                                                                                    nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat             nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat
                                                                                                                                                    volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer        volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer
                                                                                                                                                    adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet             adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet
                                                                                                                                                    dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet,                 dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet,
                                                                                                                                                    consectetuer adipiscing elit, sed diam nonummy nibh euismod                     consectetuer adipiscing elit, sed diam nonummy nibh euismod

                                   Friday, June 17th @ 7pm                                                                                          tincidunt ut laoreet dolore magna aliquam erat volutpat.                        tincidunt ut laoreet dolore magna aliquam erat volutpat.

                                                                                                                                                                                                                                    Contact: brittany@backtolifemovement.com
                                   Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut
                                                                                                                                                                             Email
                                                                                                                                                                                                                                    (972) 555-5555
                                   laoreet dolore magna aliquam erat volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer
                                   adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat.
                                                                                                                                                     Download Promo Materials
                                   Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut
      Past Events                  laoreet dolore magna aliquam erat volutpat.

      October Event
      Kickoff                      Contact Info                                               Address
                                                                                                                                                    Virtual Walk                                                                    Giving
                                                                                                                                                    Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam              Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam
                                                                                                                                                    nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat             nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat
                                                                                                                                                    volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer        volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer
                                                                                                                                                    adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet             adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet
                                                                                                                                                    dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet,                 dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet,
                                    Share                                                                                                           consectetuer adipiscing elit, sed diam nonummy nibh euismod                     consectetuer adipiscing elit, sed diam nonummy nibh euismod
                                                                                                                                                    tincidunt ut laoreet dolore magna aliquam erat volutpat.                        tincidunt ut laoreet dolore magna aliquam erat volutpat.


                                                             Email                                                                                                        Map                                                       Amount:


                                                                                                                                                                                                            Go!
                                                                                                                                                                                                                                    $10.00                             Submit




                                                                                                                                                    Event Information                                                                                         Contact Information
                                                                                                                                                                                                            Copyright Information

       Event Information                                                                             Contact Information
                                                Copyright Information
Mood Boards
•Content Area
Style Tiles
•Content Area




http://styletil.es
Design Persona
•Content Area
     Overview                                                                                                   Voice
                                                                           Personality Map

                                                                                                                If your brand could talk, how would they speak? What
     Write an overview of the brand personality.                                                                sorts of things would they say? Would they speak with a
     If your brand were a person, who would it                                                                  folksy vernacular or a refined, erudite clip? Describe the
                                                                                                                specific aspects of your brands voice, and how it might
     be?                                                                                                        change in various communication situations. People
                                                                                        DOMINANT                change their language and tone to fit the situation, and
     Maybe you have a mascot which already is the visual                                                        so should the voice of your brand.
     representation of the brand personality. If so, describe its traits
     and how that relates to the personality you want to convey.                                                Provide examples of the type of copy that might be
                                                                                                                used in different situations in your interface. This will
                                                                                                                help writers quickly get a sense for how your design
                                                                                                                persona should communicate.




                                                                           UNFRIENDLY




                                                                                                     FRIENDLY
                                                                                        SUBMISSIVE




http://aarronwalter.com/design-
personas/
Lo-Fi
   •Content Area
 Lo-Fi
Concept

 Lo-Fi                  Lo-Fi
               Review
Concept                 Comp

 Lo-Fi
Concept
Hi-Fi
   •Content Area


                   Hi-Fi
Review                     Review
                   Comp
Delivery
Homepage                                              Header                                             Content Page
Elements                                              The different textures in the header add a
                                                      richness and detail to the overall design, but     Elements
                                                      will not clash with other graphics and will not
Rotating Banner                                       grab visitors’ eyes away from the content.         We created one example of a content page,
For the home page, we have designed it to             The identity of Trinity Church is clear, but not   but we will provide a couple of different
have one large area for a rotating banner. In         distracting.                                       configurations with different column
addition, we have placed extra white space                                                               placement for Jason to use in the website.
around the banner so that the images can
stand on their own. This helps the most                                                                  Banner
important content (the banner image) grab                                                                All content page templates will have one
users’ attention and prevents the color
                                                      Navigation
                                                                                                         section for a banner or “featured content” of
palettes from the header and the banner                                                                  graphics or text. If the banner is not
graphic from having to complement each                                                                   necessary, it can always be omitted on any
other. We tested this with multiple current           For the top navigation, we have reduced the        page just by not adding content for the
Trinity banners.                                      number of options to make it clearer where         banner section.
On Sunday mornings, the big banner will be            information can be found and prevent
replaced by the live video to make it easier to       overload for first-time visitors. Only sections
                                                      are now listed in the header, while tools and
                                                                                                         Sidebar Navigation
get live viewers involved without distraction.
                                                      resources are listed in the footer.                For navigation within a section, we think that
                                                                                                         the navigation needs to be in a sidebar on the
Featured Elements                                                                                        left side. Because this will be consistent,
Under the home page, we have designed an                                                                 users will be able to find pages more clearly
area to highlight the most important events or                                                           and the navigation will appear next to the
content pages (like the “What to expect”                                                                 content where their eyes are already looking.
page). This is just a content area (not                                                                  We have added arrows to show that it is
hardcoded into the template),so Jason can                                                                clearly a menu and encourages first-time
easily change the number of columns or their                                                             visitors to explore. In addition, we
relative distribution across the total width                                                             automatically highlight the current page with
(e.g. Three columns could be 1/2 + 1/4 + 1/4).                                                           a consistent green so that users always know
                                                                                                         where they are.
Development
Tasks
•Setup staging site
•Build HTML mockups
•Create skin or template
•Create pages
•Build special functionality
Testing
•Feature functionality (PHP/Javascript)
•Browser compatability
•Usability
Deliverables
•Staging site
•Content Area




Launch
Tasks
•Final training
•Go-no-go Meeting
Deliverables
•Launched Site
•Design artifacts
•Copyright / licensing
We made a TYPO3
process.
IA /
Planning   Discovery
                       Wireframe
TYPO3
           Dev Site
                                  Pages

Review +
Sign-Off

                  Visual Design
Content
                             Content
           Strategy
Review +
Sign-Off

                  Template Dev
Final
          Launch
Testing
Responsive design
really screwed us
up.
Iterate. A lot.


Comp   Test    Mockup   Test
One Hi-Fi Comp
•Ideal size
•Design with a solid grid
Multiple Lo-Fi Iterations
•Play with other sizes early
•See how your grid needs to adjust
•Play with layouts
•Play with typography
•Ignore perfection
Initial Mockup
•Boilerplate
•Mobile first(?)
•Build in one direction
Hi-Fi Iteration
•Play with every size mercilessly
•Collaborate
•Let the developer shine
Finalize mockup
•Clean out all the cruft
•Test some more
•Start TYPO3 integration
Questions?
Contact Info:
jeremy@pocketrevolutionary.com
@jgreenawalt
www.pocketrevolutionary.com
slideshare.net/jeremygreenawalt

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Process for Developers, Designers, & Me

  • 2. Hi.
  • 3. Why do I care about process?
  • 4. I worked all sorts of jobs.
  • 5. I worked with all sorts of teams.
  • 6. I used all sorts of systems.
  • 13. Process != 12 steps
  • 15. Process is a series of phases
  • 16. Universal Phases Plan Learn Design Build Launch
  • 20. Tasks •Meet with clients •Research (project viability) •Come to agreement •Set deadlines •Make stuff legal
  • 23. Tasks •Discovery meetings with client •Research •Team brainstorming •Define project scope
  • 24. Deliverables •Research artifacts (personas, reports) •Site IA •One-sentence purpose statement •Project resource folders
  • 26. Wireframes •Content Area Walk Home The Vision The Walk The Voices Events Blog Get Involved Home The Vision The Walk The Voices Events Blog Get Involved Live Webcast 2nd Live Sharing Volunteers Webcast BANNER Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet, dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod consectetuer adipiscing elit, sed diam nonummy nibh euismod Friday, June 17th @ 7pm tincidunt ut laoreet dolore magna aliquam erat volutpat. tincidunt ut laoreet dolore magna aliquam erat volutpat. Contact: brittany@backtolifemovement.com Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut Email (972) 555-5555 laoreet dolore magna aliquam erat volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Download Promo Materials Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut Past Events laoreet dolore magna aliquam erat volutpat. October Event Kickoff Contact Info Address Virtual Walk Giving Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer volutpat. Ut wisi zzril delenit Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet, dolore magna aliquam erat volutpat. Lorem ipsum dolor sit amet, Share consectetuer adipiscing elit, sed diam nonummy nibh euismod consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. tincidunt ut laoreet dolore magna aliquam erat volutpat. Email Map Amount: Go! $10.00 Submit Event Information Contact Information Copyright Information Event Information Contact Information Copyright Information
  • 29. Design Persona •Content Area Overview Voice Personality Map If your brand could talk, how would they speak? What Write an overview of the brand personality. sorts of things would they say? Would they speak with a If your brand were a person, who would it folksy vernacular or a refined, erudite clip? Describe the specific aspects of your brands voice, and how it might be? change in various communication situations. People DOMINANT change their language and tone to fit the situation, and Maybe you have a mascot which already is the visual so should the voice of your brand. representation of the brand personality. If so, describe its traits and how that relates to the personality you want to convey. Provide examples of the type of copy that might be used in different situations in your interface. This will help writers quickly get a sense for how your design persona should communicate. UNFRIENDLY FRIENDLY SUBMISSIVE http://aarronwalter.com/design- personas/
  • 30. Lo-Fi •Content Area Lo-Fi Concept Lo-Fi Lo-Fi Review Concept Comp Lo-Fi Concept
  • 31. Hi-Fi •Content Area Hi-Fi Review Review Comp
  • 32. Delivery Homepage Header Content Page Elements The different textures in the header add a richness and detail to the overall design, but Elements will not clash with other graphics and will not Rotating Banner grab visitors’ eyes away from the content. We created one example of a content page, For the home page, we have designed it to The identity of Trinity Church is clear, but not but we will provide a couple of different have one large area for a rotating banner. In distracting. configurations with different column addition, we have placed extra white space placement for Jason to use in the website. around the banner so that the images can stand on their own. This helps the most Banner important content (the banner image) grab All content page templates will have one users’ attention and prevents the color Navigation section for a banner or “featured content” of palettes from the header and the banner graphics or text. If the banner is not graphic from having to complement each necessary, it can always be omitted on any other. We tested this with multiple current For the top navigation, we have reduced the page just by not adding content for the Trinity banners. number of options to make it clearer where banner section. On Sunday mornings, the big banner will be information can be found and prevent replaced by the live video to make it easier to overload for first-time visitors. Only sections are now listed in the header, while tools and Sidebar Navigation get live viewers involved without distraction. resources are listed in the footer. For navigation within a section, we think that the navigation needs to be in a sidebar on the Featured Elements left side. Because this will be consistent, Under the home page, we have designed an users will be able to find pages more clearly area to highlight the most important events or and the navigation will appear next to the content pages (like the “What to expect” content where their eyes are already looking. page). This is just a content area (not We have added arrows to show that it is hardcoded into the template),so Jason can clearly a menu and encourages first-time easily change the number of columns or their visitors to explore. In addition, we relative distribution across the total width automatically highlight the current page with (e.g. Three columns could be 1/2 + 1/4 + 1/4). a consistent green so that users always know where they are.
  • 34. Tasks •Setup staging site •Build HTML mockups •Create skin or template •Create pages •Build special functionality
  • 40. We made a TYPO3 process.
  • 41. IA / Planning Discovery Wireframe
  • 42. TYPO3 Dev Site Pages Review + Sign-Off Visual Design
  • 43. Content Content Strategy Review + Sign-Off Template Dev
  • 44. Final Launch Testing
  • 46. Iterate. A lot. Comp Test Mockup Test
  • 47. One Hi-Fi Comp •Ideal size •Design with a solid grid
  • 48. Multiple Lo-Fi Iterations •Play with other sizes early •See how your grid needs to adjust •Play with layouts •Play with typography •Ignore perfection
  • 50. Hi-Fi Iteration •Play with every size mercilessly •Collaborate •Let the developer shine
  • 51. Finalize mockup •Clean out all the cruft •Test some more •Start TYPO3 integration

Editor's Notes

  1. \n
  2. I blog at pocketrevolutionary.com\nI own Craft + Story\n\nNo matter if you're a solo designer, project manager, or part of a development team, understanding and developing processes is important to successful projects. I've worked with teams and clients of all different sizes and makeups (solo, internal teams, contractors, design teams, etc.), and I've learned some best practices and tips.\n\nI'm going to walk through the process of a standard project from first meeting to discovery, strategy, design, development, deployment, and management, and I'll highlight how to keep things on track and some of the sub-processes (like visual design) that we have experimented with over the years. For instance, I'm going to cover different possible steps in the visual design like personality profiles, mood boards and style tiles that can be helpful for experienced designers, students and project managers to know about.\n\nI will also talk about how we can use some of the features of TYPO3 like the separation of content from visual design and workspaces to make our processes run even smoother and allow multiple steps to run concurrently (like developing content strategies while the final CSS is being finished).\n\nFinally, I want to talk about how responsive design (and a general separation of content from visual design) should affect our processes. The new world of multiple screens means that our design and development process has a iterative loops of designing a static comp, iterating at different sizes, creating a functional mockup, iterating some more at different sizes, and finally building a TYPO3 template.\n
  3. \n
  4. backend developer, web designer, frontend developer, Java programmer, systems administrator, web director, creative director, and founder of my own studio.\n
  5. You + internal team\nYou + your team + decision maker\nYou + your team + client team + decision maker\nYou + client team\nYou + your team + outside contractors + client team + decision maker\n
  6. Waterfall\nScrum\nKanban\nChaos theory\n
  7. I was a bored manager sometimes. It was either get in my designers’ ways or start playing with a new tool. Instead, I ran a sort of “lab” for different processes and found the unifying pieces that we integrated into our overall process.\n
  8. \n
  9. •Helps you make accurate projections.\n•See where you are in trouble.\n•If you're the professional, it's your job to define the process.\n\n
  10. •Gets you ready to go.\n•Makes sure you start in order.\n\n
  11. •Helps you know what's coming next.\n•If you get lost or have to pause, it can help you find where you are.\n•See who's court the ball is in.\n•The process, like a recipe, always points to what's coming up next even if you're "improvising" some of the steps.\n\n
  12. •Tells you when to add or shift resources.\n•Prevents you from wasting time.\n•Manage scope creep.\n•The process is there to save you from screwing up or running everything in your head.\n•Process is like your contract. It might be invisible until it hits the fan.\n\n
  13. \n
  14. •Make the process your own.\n•You can still improvise steps\n▼Adapt the process to the project\n•Make those adaptations beforehand when at all possible.\n\n
  15. \n
  16. •Owner\n•Vision / Mission Statement\n•Random information about project\n•Links to other parts of the project\n•Show example\n\n
  17. \n
  18. Panic’s board\nGeckoboard\nCulturedCode.com\n
  19. PPMRoadmap.com\nBurndowngraph.com\nTrailmap.com\n\n
  20. Legos\n
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  30. One sentence purpose statement per project\n"Project folders" have fonts, textures, etc.\n
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  34. \n
  35. Aaron Walter, “Designing For Emotion”\n
  36. \n
  37. \n
  38. Design comps\nContent Requirements\nStyle Guide\nGet sign-off\n
  39. •Build clickable mockups in HTML\n•Create skin or template\n•Build special functionality while the client is working on content\n\n
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  54. ▼Ignore pixel perfection for different sizes\n•If you don't trust the developer to know at least as much (preferably more) about responsive design techniques and pitfalls than a designer, you're already screwed. \n
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