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Wireframing with Your Team in Mind
Making Wireframes Usable
User Focus 2012
October 19, 2012




                                     Presented By: Jason Kolaitis
                                           E-mail: jason@kolaitis.com
                                             Web: Kolaitis.com
    Kolaitis.com
Introduction
Audiences
Questions
Recap




  Introduction



    Kolaitis.com   Page 2
Who am I?
                           Jason Kolaitis
                           User Experience Designer & Strategist at Celerity
EDUCATION

The George Washington      • User Centered Design (UCD) & usability advocate
University
• Masters of Science in
   Information Systems
                           • Significant portal & intranet design experience
   Technology
Syracuse University
• Bachelor of Science in
                           • UX lead for National Geographic, DLA & FBI projects
   Information
   Management and
   Technology


RECENT CLIENTS

Commercial
• National Geographic,
   American Diabetes
   Association, MWV &
   Markel Corporation
Government
• FBI, DLA, US Army, DoD
   & Arlington County



Kolaitis.com                                                                   Page 3
What We’ll Cover
•        How this presentation came about

•        Quick overview of wireframing

•        Best practices, tips & tricks, and recommendations when creating wireframes for:

               –   Project Team
               –   Back-End Developers
               –   Front-End Developers
               –   Visual Designers
               –   User Experience Designers
               –   Project Managers
               –   Training & Documentation Specialists
               –   Clients & Stakeholders
               –   Quality Assurance Engineers


•        Questions

•        Recap


Kolaitis.com                                                                                Page 4
How Did This Presentation Come About?
• When I first started my UX
  career many years ago I
  realized my wireframes weren’t
  that beneficial.

• Bad wireframe design led to
  project confusion.
                                   What Not To Do...




Kolaitis.com                                           Page 5
What is Wireframing?
• Wireframes help architect holistic designs by mapping out
  functionality, page structures, design elements, interaction
  sequences and navigation before heavily investing in any kind of
  development.




Kolaitis.com                                                         Page 6
Who Are We Designing For?




Kolaitis.com                Page 7
Introduction
Audiences
Questions
Recap




  Audiences



    Kolaitis.com   Page 8
Project Team
               How They Use Wireframes: To gain consensus on
               what will be developed so meaningful discussions
               can occur.




Kolaitis.com                                                      Page 9
Project Team
•        Ensure all team members know where
         to access the most recent working
         copy AND latest stakeholder/client
         approved copy of the wireframes.

               –   Add a simple note like “Please login to
                   http://dev.clientname.com/wireframes
                   for the latest version…”


•        Include revision history or some form
                                                             Wireframe Cover Page with Version Note
         of detail as to what was last modified.




Kolaitis.com                                                                                          Page 10
Kolaitis.com
Kolaitis.com
Kolaitis.com
Back-End Developers
               How They Use Wireframes: As a discussion point
               regarding technical feasibility early in the project.

               Once finalized, as a blueprint so they can rapidly and
               accurately develop a usable system.




Kolaitis.com                                                            Page 14
Back-End Developers
•        The greatest beneficiaries of
         wireframes are the back-end
         developers.

•        Present wireframes to
         developers early and often.
                                            Example Intranet 1st & 2nd Level Page Structure


•        Provide as much of a full, all
         encompassing sitemap as
         possible.

•        Match links in the annotation
         call outs to exact page names in
         the sitemap.

Kolaitis.com                                                                                  Page 15
Back-End Developers
•        To streamline development
         efforts, start thinking in terms of
         reusable components, controls
         and templates.

•        If a screen can be displayed in
         multiple different formats, (e.g.
         modal vs. normal page view),          Reduce, Reuse, and Recycle Elements

         design the elements to be
         universal and generic.

•        Need as much information
         upfront as possible to reduce
         rework and code bloat.


Kolaitis.com                                                                         Page 16
End User View




Admin View




    Kolaitis.com
Front-End Developers
               How They Use Wireframes: To understand system
               behaviors, interactions, and responsive design
               choices.




Kolaitis.com                                                    Page 18
Front-End Developers
• They need to know break
  points (if any) for responsive
  designs.

• Need to know which sections
  are going to be rearranged,      Potential Supported Devices

  hidden and visible at each       and Breakpoints Table

  break point.

• Architect out the experiences
  for all applicable devices
  initially – not as an
  afterthought.

Kolaitis.com                                                     Page 19
Visual Designers
               How They Use Wireframes: To translate basic
               design elements into visually stunning design
               compositions.




Kolaitis.com                                                   Page 20
Visual Designers
•        Work with your designer and know not
         to overstep your role.

•        Don’t limit their creativity – wireframe
         as a minimalist.
               –   Allow them to do what they do best.


•        Let them know what areas can be
         played around with and what can’t be
                                                         Share Your Assets
         fiddled with.

•        Any supplemental visual assets such as
         specialty icons/glyphs, client logos,
         client styles guides, etc. need to be
         passed along.


Kolaitis.com                                                                 Page 21
Visual Designers
•        Need accurate page ratios/dimensions
         so they can accurately translate the
         layout into proper image dimensions,
         and appropriate page padding/gutters.

•        Design with a grid system - the closer
         page layout dimensions resemble real
         world system dimensions, the better.

•        This will hopefully alleviate any
                                                    Use Grid Layouts While Wireframing
         surprises as to why the end system
         didn’t match up to the original
         architecture outlined in the wireframes.




Kolaitis.com                                                                             Page 22
Kolaitis.com
Kolaitis.com
User Experience Designers
               How They Use Wireframes: Use wireframe source
               files to help collaboratively design with you.

               Additionally, they need to take your work and build
               upon it for future projects.




Kolaitis.com                                                         Page 25
User Experience Designers
• When working with multiple UX
  designers on a project be sure
  to assign a owner to the
  wireframe.

• Adopt a common wireframing
  application within your
  organization so components
  are reusable and everyone can
  access them.

• Adopt a standard way to          Wireframing Stencils

  wireframe within your
  organization.
Kolaitis.com                                              Page 26
Kolaitis.com
Project Managers
               How They Use Wireframes: To view high level
               features and functionality to reduce scope creep and
               ensure the project will be delivered on time and
               within budget.




Kolaitis.com                                                          Page 28
Project Managers
• They typically view wireframes
  at higher level to ensure the
  project is on the right track.

• Include an Overview
  commentary section on each
  functional schematic
  wireframe.
                                                Share Your Design Thoughts and Reasoning

               – It should explain at a high
                 level what business case is
                 being met and why it’s being
                 developed.



Kolaitis.com                                                                               Page 29
Kolaitis.com
Training & Documentation Specialists
               How They Use Wireframes: As the basis for creating
               formal documentation such as training manuals and
               podium based presentations.




Kolaitis.com                                                        Page 31
Training & Documentation Specialists
• They want annotations.
               – High-level overviews and low-
                 level task instructions =
                 Goodness


• They typically use wireframe
  screen shots as image
  placeholders until they can
  grab actual screen shots of the                Great Training Materials Begins with Your Documentation

  final system.




Kolaitis.com                                                                                               Page 32
Kolaitis.com
Client & Stakeholders
               How They Use Wireframes: As a way to understand
               the project expectations of what’s to come and
               sometimes even as the basis for writing requirements.




Kolaitis.com                                                           Page 34
Clients & Stakeholders
•        Use wireframes to sell concepts and
         features to both the product owner
         and their peers and to help generate
         buzz and feedback around the office.

               –   This set of “Conceptual” wireframes
                   shouldn’t use any technical jargon but
                   rather include supplemental
                   commentary to help introduce ideas
                   and concepts to the organization.

•        Wireframes help provide the grand
         vision of the system and allow
         everybody to get on the same page.

•        Makes writing requirements much
         easier since there is a visual
         representation to go off of.



Kolaitis.com                                                Page 35
Clients & Stakeholders
•        Wireframes are a great way to
         do requirement gathering so           Bacon ipsum dolor sit amet strip steak ham hock
                                               beef ribs capicola shoulder meatloaf kielbasa
         ensure the designs you present        biltong bresaola frankfurter shankle sirloin. Doner
                                               t-bone fatback pork kielbasa brisket, sirloin
         are always your best.                 tenderloin drumstick. Doner cow rump chuck
                                               pancetta, bresaola short ribs ham. Boudin salami
                                               pastrami prosciutto pork chop brisket turkey
•        Wireframes set client                 ground round pancetta venison short loin tongue
                                               ham hock swine doner. Salami capicola turkey,
         expectations of what’s to come.       pork doner turducken jowl pastrami bacon sirloin
                                               venison chuck. Pork ham hock t-bone drumstick
                                               pork belly rump. Jowl bacon sirloin chuck
                                               frankfurter ground round.
•        Clients sometimes get very
         confused when presented with
         lorum ipsum.
                                           If you must use Ipsum…use the bacon variety

•        Clients expect to see behaviors
         and states.

Kolaitis.com                                                                                         Page 36
Kolaitis.com
Quality Assurance Engineers
               How They Use Wireframes: To compare the end
               state system with what was originally designed and
               signed off on.




Kolaitis.com                                                        Page 38
Quality Assurance Engineers
• Sometimes use wireframes as a
  form of a System Requirement
  Specification (SRS) document.

• In the annotations, refer to
  specific requirements #’s to
  easily map features to
  requirements.

• Detailed explanations on how
  the system should function
  help ensure the end state is up
  to par.


Kolaitis.com                        Page 39
Kolaitis.com
Introduction
Audiences
Questions
Recap




  Questions



    Kolaitis.com   Page 41
Questions?




Kolaitis.com
Introduction
Audiences
Questions
Recap




  Recap



    Kolaitis.com   Page 43
Recap
• Let team members know where to find the latest wireframes and
  what was last changed.
• Always develop a sitemap.
• Start thinking in terms of reusable components, controls, templates
  and responsive designs.
• Don’t limit a visual designer’s creativity.
• Design with a grid layout.
• Adopt a common wireframing tool/method within your organization
• Annotate your wireframes and map features to system requirements.
• Use real content, not lorum ipsum.
• Wireframe with your team in mind!

Kolaitis.com                                                      Page 44
Thank You!
               Presented By: Jason Kolaitis
                     E-mail: jason@kolaitis.com
                       Web: Kolaitis.com




Kolaitis.com

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Wireframing Best Practices for Teams

  • 1. Wireframing with Your Team in Mind Making Wireframes Usable User Focus 2012 October 19, 2012 Presented By: Jason Kolaitis E-mail: jason@kolaitis.com Web: Kolaitis.com Kolaitis.com
  • 3. Who am I? Jason Kolaitis User Experience Designer & Strategist at Celerity EDUCATION The George Washington • User Centered Design (UCD) & usability advocate University • Masters of Science in Information Systems • Significant portal & intranet design experience Technology Syracuse University • Bachelor of Science in • UX lead for National Geographic, DLA & FBI projects Information Management and Technology RECENT CLIENTS Commercial • National Geographic, American Diabetes Association, MWV & Markel Corporation Government • FBI, DLA, US Army, DoD & Arlington County Kolaitis.com Page 3
  • 4. What We’ll Cover • How this presentation came about • Quick overview of wireframing • Best practices, tips & tricks, and recommendations when creating wireframes for: – Project Team – Back-End Developers – Front-End Developers – Visual Designers – User Experience Designers – Project Managers – Training & Documentation Specialists – Clients & Stakeholders – Quality Assurance Engineers • Questions • Recap Kolaitis.com Page 4
  • 5. How Did This Presentation Come About? • When I first started my UX career many years ago I realized my wireframes weren’t that beneficial. • Bad wireframe design led to project confusion. What Not To Do... Kolaitis.com Page 5
  • 6. What is Wireframing? • Wireframes help architect holistic designs by mapping out functionality, page structures, design elements, interaction sequences and navigation before heavily investing in any kind of development. Kolaitis.com Page 6
  • 7. Who Are We Designing For? Kolaitis.com Page 7
  • 9. Project Team How They Use Wireframes: To gain consensus on what will be developed so meaningful discussions can occur. Kolaitis.com Page 9
  • 10. Project Team • Ensure all team members know where to access the most recent working copy AND latest stakeholder/client approved copy of the wireframes. – Add a simple note like “Please login to http://dev.clientname.com/wireframes for the latest version…” • Include revision history or some form Wireframe Cover Page with Version Note of detail as to what was last modified. Kolaitis.com Page 10
  • 14. Back-End Developers How They Use Wireframes: As a discussion point regarding technical feasibility early in the project. Once finalized, as a blueprint so they can rapidly and accurately develop a usable system. Kolaitis.com Page 14
  • 15. Back-End Developers • The greatest beneficiaries of wireframes are the back-end developers. • Present wireframes to developers early and often. Example Intranet 1st & 2nd Level Page Structure • Provide as much of a full, all encompassing sitemap as possible. • Match links in the annotation call outs to exact page names in the sitemap. Kolaitis.com Page 15
  • 16. Back-End Developers • To streamline development efforts, start thinking in terms of reusable components, controls and templates. • If a screen can be displayed in multiple different formats, (e.g. modal vs. normal page view), Reduce, Reuse, and Recycle Elements design the elements to be universal and generic. • Need as much information upfront as possible to reduce rework and code bloat. Kolaitis.com Page 16
  • 17. End User View Admin View Kolaitis.com
  • 18. Front-End Developers How They Use Wireframes: To understand system behaviors, interactions, and responsive design choices. Kolaitis.com Page 18
  • 19. Front-End Developers • They need to know break points (if any) for responsive designs. • Need to know which sections are going to be rearranged, Potential Supported Devices hidden and visible at each and Breakpoints Table break point. • Architect out the experiences for all applicable devices initially – not as an afterthought. Kolaitis.com Page 19
  • 20. Visual Designers How They Use Wireframes: To translate basic design elements into visually stunning design compositions. Kolaitis.com Page 20
  • 21. Visual Designers • Work with your designer and know not to overstep your role. • Don’t limit their creativity – wireframe as a minimalist. – Allow them to do what they do best. • Let them know what areas can be played around with and what can’t be Share Your Assets fiddled with. • Any supplemental visual assets such as specialty icons/glyphs, client logos, client styles guides, etc. need to be passed along. Kolaitis.com Page 21
  • 22. Visual Designers • Need accurate page ratios/dimensions so they can accurately translate the layout into proper image dimensions, and appropriate page padding/gutters. • Design with a grid system - the closer page layout dimensions resemble real world system dimensions, the better. • This will hopefully alleviate any Use Grid Layouts While Wireframing surprises as to why the end system didn’t match up to the original architecture outlined in the wireframes. Kolaitis.com Page 22
  • 25. User Experience Designers How They Use Wireframes: Use wireframe source files to help collaboratively design with you. Additionally, they need to take your work and build upon it for future projects. Kolaitis.com Page 25
  • 26. User Experience Designers • When working with multiple UX designers on a project be sure to assign a owner to the wireframe. • Adopt a common wireframing application within your organization so components are reusable and everyone can access them. • Adopt a standard way to Wireframing Stencils wireframe within your organization. Kolaitis.com Page 26
  • 28. Project Managers How They Use Wireframes: To view high level features and functionality to reduce scope creep and ensure the project will be delivered on time and within budget. Kolaitis.com Page 28
  • 29. Project Managers • They typically view wireframes at higher level to ensure the project is on the right track. • Include an Overview commentary section on each functional schematic wireframe. Share Your Design Thoughts and Reasoning – It should explain at a high level what business case is being met and why it’s being developed. Kolaitis.com Page 29
  • 31. Training & Documentation Specialists How They Use Wireframes: As the basis for creating formal documentation such as training manuals and podium based presentations. Kolaitis.com Page 31
  • 32. Training & Documentation Specialists • They want annotations. – High-level overviews and low- level task instructions = Goodness • They typically use wireframe screen shots as image placeholders until they can grab actual screen shots of the Great Training Materials Begins with Your Documentation final system. Kolaitis.com Page 32
  • 34. Client & Stakeholders How They Use Wireframes: As a way to understand the project expectations of what’s to come and sometimes even as the basis for writing requirements. Kolaitis.com Page 34
  • 35. Clients & Stakeholders • Use wireframes to sell concepts and features to both the product owner and their peers and to help generate buzz and feedback around the office. – This set of “Conceptual” wireframes shouldn’t use any technical jargon but rather include supplemental commentary to help introduce ideas and concepts to the organization. • Wireframes help provide the grand vision of the system and allow everybody to get on the same page. • Makes writing requirements much easier since there is a visual representation to go off of. Kolaitis.com Page 35
  • 36. Clients & Stakeholders • Wireframes are a great way to do requirement gathering so Bacon ipsum dolor sit amet strip steak ham hock beef ribs capicola shoulder meatloaf kielbasa ensure the designs you present biltong bresaola frankfurter shankle sirloin. Doner t-bone fatback pork kielbasa brisket, sirloin are always your best. tenderloin drumstick. Doner cow rump chuck pancetta, bresaola short ribs ham. Boudin salami pastrami prosciutto pork chop brisket turkey • Wireframes set client ground round pancetta venison short loin tongue ham hock swine doner. Salami capicola turkey, expectations of what’s to come. pork doner turducken jowl pastrami bacon sirloin venison chuck. Pork ham hock t-bone drumstick pork belly rump. Jowl bacon sirloin chuck frankfurter ground round. • Clients sometimes get very confused when presented with lorum ipsum. If you must use Ipsum…use the bacon variety • Clients expect to see behaviors and states. Kolaitis.com Page 36
  • 38. Quality Assurance Engineers How They Use Wireframes: To compare the end state system with what was originally designed and signed off on. Kolaitis.com Page 38
  • 39. Quality Assurance Engineers • Sometimes use wireframes as a form of a System Requirement Specification (SRS) document. • In the annotations, refer to specific requirements #’s to easily map features to requirements. • Detailed explanations on how the system should function help ensure the end state is up to par. Kolaitis.com Page 39
  • 44. Recap • Let team members know where to find the latest wireframes and what was last changed. • Always develop a sitemap. • Start thinking in terms of reusable components, controls, templates and responsive designs. • Don’t limit a visual designer’s creativity. • Design with a grid layout. • Adopt a common wireframing tool/method within your organization • Annotate your wireframes and map features to system requirements. • Use real content, not lorum ipsum. • Wireframe with your team in mind! Kolaitis.com Page 44
  • 45. Thank You! Presented By: Jason Kolaitis E-mail: jason@kolaitis.com Web: Kolaitis.com Kolaitis.com