This was a presentation that Happy Cog East made to PhillyCHI on Wednesday, September 23 2009. It was a series of 10 minute talks regarding each step of a project process at our boutique web design firm. http://www.happycog.com http://phillychi.acm.org
8. AIGA Mozilla
Build-A-Bear United States Holocaust
Memorial Museum
Daily Kos
e Today Show
Georgetown University
omson Reuters
Greater Philadelphia
Tourism & Marketing W3C
Corporation
Wordpress
Krylon Paints
Zappos
our clients
Thursday, September 24, 2009
26. dialogue & follow up
ROBERT
It’s all about communication. And coordination.
Thursday, September 24, 2009
27. closing
the deal
A always
B be
C closing
Thursday, September 24, 2009
28. ROBERT
our values
Thursday, September 24, 2009
29. ROBERT
our values
No spec work: nothing is free.
Thursday, September 24, 2009
30. ROBERT
our values
No spec work: nothing is free.
We pitch our people, principles, and process.
Thursday, September 24, 2009
31. ROBERT
our values
No spec work: nothing is free.
We pitch our people, principles, and process.
Talk is cheap: share ideas freely.
Thursday, September 24, 2009
32. ROBERT
our 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.
Thursday, September 24, 2009
33. ROBERT
our 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.
Thursday, September 24, 2009
34. ROBERT
client vendor chemistry
Thursday, September 24, 2009
35. ROBERT
client vendor chemistry
Sometimes we say no (thank you).
Thursday, September 24, 2009
36. ROBERT
client vendor chemistry
Sometimes we say no (thank you).
Not every project is right for us. And vice-versa.
Thursday, September 24, 2009
37. ROBERT
client vendor chemistry
Sometimes we say no (thank you).
Not every project is right for us. And vice-versa.
Thursday, September 24, 2009
38. Carlisle Wide Plank Flooring
“...we’ll treat ya to some magical wood.”
- email from Client
Thursday, September 24, 2009
39. ROBERT
Mozilla Foundation
Thursday, September 24, 2009
40. ROBERT
Mozilla Foundation
We went big (in scope).
Thursday, September 24, 2009
41. ROBERT
Mozilla Foundation
We went big (in scope).
ey came back and said smaller.
Thursday, September 24, 2009
42. ROBERT
Mozilla Foundation
We went big (in scope).
ey came back and said smaller.
We went smaller.
Thursday, September 24, 2009
43. ROBERT
Mozilla 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.”
Thursday, September 24, 2009
45. DAVE
project management
IN WHICH WE
DECIDE HOW WHO WILL DO WHAT WHEN
& WHY
Thursday, September 24, 2009
46. DAVE
our pm philosophy
Adapt classic project management approaches
to web projects
Waterfall can be agile
Add some personality to the mix!
Thursday, September 24, 2009
47. DAVE
web project concepts
Open minds = successful projects
Dra timelines establish project timeframes
Manage milestones
“e Evolution Solution” - Focus on current phase +
four weeks beyond
Thursday, September 24, 2009
48. on waterfall & agile
Predictability versus flexibility DAVE
All you got to do is talk, talk
Thursday, September 24, 2009
49. on waterfall & agile
Predictability versus flexibility DAVE
All you got to do is talk, talk
Google Search: “Waterfall”
Google Search: “Agile”
Thursday, September 24, 2009
50. DAVE
pm 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! :)”
Thursday, September 24, 2009
51. DAVE
Carlisle 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
Thursday, September 24, 2009
52. DAVE
Mozilla 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
Thursday, September 24, 2009
53. KEVIN
project definition
IN WHICH WE
CHOOSE THE PROPER STARTING FOOT
& IN WHICH DIRECTION TO GO
Thursday, September 24, 2009
55. KEVIN
project definition: our goals
Thursday, September 24, 2009
56. KEVIN
project definition: our goals
Identify the key players.
Explore the communications dynamic.
Immerse ourselves in the culture.
Define the project.
Thursday, September 24, 2009
57. KEVIN
kickoff should establish...
Thursday, September 24, 2009
58. KEVIN
kickoff should establish...
a high level of positive energy,
the appropriate conceptual depth,
a sense of humor,
& unanticipated delight at our approach.
Thursday, September 24, 2009
59. KEVIN
stakeholder 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.
Thursday, September 24, 2009
60. KEVIN
priority 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.
Thursday, September 24, 2009
61. step 1 KEVIN
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.
Thursday, September 24, 2009
62. step 1 KEVIN
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
Thursday, September 24, 2009
63. step 2 KEVIN
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.
Thursday, September 24, 2009
64. step 2 KEVIN
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.
Thursday, September 24, 2009
65. step 3 KEVIN
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 4
Topic 5 Topic 6 Topic 7 Topic 8
Thursday, September 24, 2009
66. step 3 KEVIN
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 8
Topic 4
Topic 1
Topic 2
Topic 36
Topic
Topic 7
5
Thursday, September 24, 2009
67. step 4 KEVIN
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 8
Topic 4
Topic
Topic 1
Topic 23
Topic
Topic 6
Topic 5
Thursday, September 24, 2009
68. step 4 KEVIN
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 1
Topic 23
Topic
Topic 6
Topic 5
Topic 4
Thursday, September 24, 2009
69. step 4, variation KEVIN
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 8
Topic 4
Topic
Topic 1
Topic 23
Topic
Topic 6
Topic 5
Thursday, September 24, 2009
70. step 4, variation KEVIN
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 84
Topic
Topic 7 Topic 1 Topic 5
Topic 23
Topic
REMOVE Topic 6 SAVE
Thursday, September 24, 2009
71. step 5 KEVIN
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.
Thursday, September 24, 2009
72. step 5 KEVIN
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.
Thursday, September 24, 2009
73. step 6 KEVIN
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 7 Topic 5 Topic 6 Topic 8
Thursday, September 24, 2009
74. step 6 KEVIN
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.
1 2 3 4
Topic 7 Topic 5 Topic 6 Topic 8
KH KH KH KH
Thursday, September 24, 2009
75. KEVIN
analysis
Analysis of the collected data assesses the priorities of
the combined group and variations in priorities between
the two represented groups.
Thursday, September 24, 2009
76. Topic 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
79. other kickoff activities
Ice Destroyers
Prototyping exercise
(Zaki Warfel)
Thursday, September 24, 2009
80. other kickoff activities
Ice Destroyers
Prototyping exercise
(Zaki Warfel)
UX Health Check
(Labate & Govella)
Thursday, September 24, 2009
81. other kickoff activities
Ice Destroyers
Prototyping exercise
(Zaki Warfel)
UX Health Check
(Labate & Govella)
Ask “What Have We Done at Sucks?”
Thursday, September 24, 2009
82. other 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
83. CHRIS
design
IN WHICH WE
MAKE THE PRETTY SMARTER
& MAKE THE SMARTER PRETTIER
Thursday, September 24, 2009
84. CHRIS
So, what’s wrong with the
“IA to Design” waterfall process?
Thursday, September 24, 2009
88. CHRIS
benefits
Everyone is informed
Client understand functionality
Frees up teammates
Thursday, September 24, 2009
89. CHRIS
drawbacks
Heavy burdern
Design = “Skinning”
Where’s the collaboration?
Clients find IA documentation scary & confusing
Thursday, September 24, 2009
91. CHRIS
visual concepting
(Initial design concepts)
Share responsibility
Explore unique solutions
Provide a target
Cra a shared vision
Thursday, September 24, 2009
116. CHRIS
So what does this process
(basically) look like, then?
Thursday, September 24, 2009
117. Discoery
CHRIS
• Brainstorming
• Collaboration
• Initial visual design
IA
Design
Thursday, September 24, 2009
118. JENN MARK
development
IN WHICH WE
PUT OUR $ WHERE OUR ) IS
Thursday, September 24, 2009
119. JENN MARK
hello!
Mark Huot
Lead Developer and avid Red Sox Fan, Boo!
Jenn Lukas
Lead Developer and avid Phillies Fan, Woo!
Thursday, September 24, 2009
133. (screen shot of login
form with forgot
password link)
Thursday, September 24, 2009
134. (screen shot of inventory with just
“login” page showing AND forgot
your password)
Thursday, September 24, 2009
135. (screen shot of login
form with forgot
password link)
Thursday, September 24, 2009
136. (screen shot of the
reset your password
email form)
Thursday, September 24, 2009
137. mark@markh.ut.com
email is entered
wrong=
Thursday, September 24, 2009
138. mark@markhuot.com
(error page on forgot
your password)
Thursday, September 24, 2009
139. (screen shot of password has
been successfully reset page)
Thursday, September 24, 2009
140. (screen shot of inventory with just “login” page showing
AND forgot your password AND reset form AND reset
confirmation)
Thursday, September 24, 2009
141. markhot
••••••••
(screen shot of login
page)
Thursday, September 24, 2009
142. markhot
(screen shot of login
••••••••
page with an error)
Thursday, September 24, 2009
143. (screen shot of inventory with just “login”
page showing AND forgot your password
AND reset form AND reset confirmation
AND error page)
Thursday, September 24, 2009
144. markhuot
••••••••
(screen shot of login
page)
Thursday, September 24, 2009
145. (screen shot of success
login page)
Thursday, September 24, 2009
146. (screen shot of
inventory with full login
items)
Thursday, September 24, 2009
164. the BIG IDEA
We choose and treat our clients
like we choose and treat our friends.
Thursday, September 24, 2009
165. the BIG IDEA
We choose and treat our clients
like we choose and treat our friends.
We (attempt to) manage
our projects with flexibility.
Thursday, September 24, 2009
166. the BIG IDEA
We 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.
Thursday, September 24, 2009
167. the BIG IDEA
We 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.
Thursday, September 24, 2009
168. the BIG IDEA
We 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.
Thursday, September 24, 2009
169. thank you
happycog.com
@iamjolly uestions & comments?
@dtderu
@kevinmhoffman
@ccashdollar
@jennlukas
@markhuot
Thursday, September 24, 2009