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When you aren’t ready for a full dinner, but want
something substantial. Stand-alone activities
requiring planning and a human touch.
CARD SORTING*
Develop/refine information architecture using
“cards” representing content into categories.
• Open: create your own categories
• Closed: sort into provided categories
• Hybrid: use provided categories + your own
TREE TESTING*
Validate by finding content within a hierarchical
folder-like structure (aka Reverse Card sorting).
• Card-Based: a multi-level card sort
• Task-Based: identify paths to complete tasks
• Hybrid: multi-level sort with path identification
INITIAL RESPONSE TESTING*
Determine how users interpret a static wireframe
or design based only on what’s visible by default.
• First Click: where would you click to... ?
• Link Affordance: what’s actually clickable?
• Impression: look... time’s up, what’d ya think?
Entrées
Protein, veg, carbs; everything you need for
a proper meal. Complete, formal, end-to-
end usability testing facilitated by the pros (no
automation). Try them in-person or remote.
• Baseline Testing*: uses tasks and probing
questions to evaluate existing content and
functionality to identify pain points and
opportunities for improvement
• Formal Testing*: same approach but with
wireframes, a prototype, or staging site;
focused on tasks plus what’s new or changed
• Time on Task Testing*: target testing to ensure
key user groups can successfully accomplish
their goals quickly and efficiently
Breakfast
The most important meal of the day. Start
your project with strong UX-focused discovery
activities (or at least consume existing UX
discovery documentation).
USABILITY HEURISTIC REVIEWS
Domain-specific manual (non-machine) reviews
of sites, applications, content, or functionality.
• Heuristics: use a specific heuristic set
• Expert Review: a domain expert’s take
• Style, Tone, & Brand: enforce consistent identity
• Compliance checks: baseline against
standards (client, industry, government)
USER & STAKEHOLDER RESEARCH
Get to know the people using your site, as well as
the people paying for it.
• Interviews: structured interviews with users and
stakeholders to gain insights
• Focus Groups: structured, yet organic,
conversations to deepen understanding
• User Tasks & Journey Maps: user goals, tasks,
and paths through your domain
• Personas & Empathy Maps: user wants, needs,
habits, and pain points easily digested
Desserts
Decadent and over-the-top treats to make
your meal memorable. Expensive or complex
specialty services that, while often unnecessary,
help punctuate your findings.
• Eye & Mouse Tracking: adds drama, flair, and
occasionally a gotcha moment to formal tests
• Emotional Response Testing: adds EEG brain
observation and evaluation (requires
specialty equipment and personnel)
• Diary Studies: users log their online activities
providing contextual insights about their
behaviors and needs.
• Charrett & Design Workshops: bring
users, customers, and stakeholders into the
requirements and design process
• Dessert du Jour: add the latest buzz-worthy
(though not necessarily investment-worthy)
novelty UX technique or activity
Beverages
Coffee, tea, milk, juice, craft sodas, or something
more grown-up? As much as I’d like to delve into
cocktails, I’ll instead introduce myself. Reach out
and we’ll share a real beverage. Cheers!
Jeffrey Ryan Pass
Booz Allen Hamilton: Strategic Innovations Group
Solution Engineer & Lead Associate
Pass_Jeffrey@bah.com | 301.807.3634
Appetizers
What you eat before you eat… to make you
more hungry! Non-UX discovery, background,
and research activities (typically industry
research and analysis) that whet the appetite.
• Domain-Specific Research: industry practices
and gold standards
• Industry Surveys: best practices, common
patterns, best-in-class examples
• Competitive Analysis: baseline against
partners and competitors; identify gaps,
strengths, weaknesses
Sides
The perfect complements for your any meal.
Add-on services that are essential to usability
studies, but often overlooked or undervalued.
• Feedback*: as important as its collection is
how you collect it and that you act on it
• Surveying*: always monitor your customer
vitals; on paper, digitally, via Social, in-person
• Feedback & Survey Design: simple, engaging
user input tools don’t happen by accident
• Formal Recruiting: ensure that you include the
right participants (requires a professional)
• Lab Rentals & Facilitation: some activities
require special facilities, equipment, and
people
Lite Fare*
Fresh, quick, and ready fast! Any menu item
identified with an asterisk (*) can be performed
online and unmoderated, allowing you to
capture lots of input quickly and at minimal
expense. Plus, try these informal testing activities:
• Guerrilla Testing: a site-specific test with a live
recruit (where the users live, work, or play)
• Hallway Testing: testing involving co-workers,
colleagues, and stakeholders
MORE ON THE KRAKEN UX DINER MENU
Designing for Humans means thinking like
humans. For our employers, clients, or customers,
that means describing UX activities in a way that
is meaningful to non-UXers.
This poster is an outgrowth of attempts to
describe and map UX services by separate
teams – one took a detailed spreadsheet
approach and the other a text outline approach.
When the teams got together to compare notes,
the idea for the poster was born. We all liked
the idea of a ‘menu’ and began playing with
representing services using a typical American
diner menu. This poster is my initial attempt.
The Kraken
A UX Diner
The Kraken Diner menu is an attempt to provide
a mapping of user research, usability, and
related activities to a classic diner menu layout.
The goal of the poster is to organize, as well as
contextualize, the various research, evaluations,
tests, and analysis efforts that contribute to
user- (or customer-) centered design in a way
that is easy to understand for employers, clients,
business drivers, and UX neophytes.

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IA Summit 2017 Jeff Pass Kraken UX Diner Poster (11x17)

  • 1. À La Carte When you aren’t ready for a full dinner, but want something substantial. Stand-alone activities requiring planning and a human touch. CARD SORTING* Develop/refine information architecture using “cards” representing content into categories. • Open: create your own categories • Closed: sort into provided categories • Hybrid: use provided categories + your own TREE TESTING* Validate by finding content within a hierarchical folder-like structure (aka Reverse Card sorting). • Card-Based: a multi-level card sort • Task-Based: identify paths to complete tasks • Hybrid: multi-level sort with path identification INITIAL RESPONSE TESTING* Determine how users interpret a static wireframe or design based only on what’s visible by default. • First Click: where would you click to... ? • Link Affordance: what’s actually clickable? • Impression: look... time’s up, what’d ya think? Entrées Protein, veg, carbs; everything you need for a proper meal. Complete, formal, end-to- end usability testing facilitated by the pros (no automation). Try them in-person or remote. • Baseline Testing*: uses tasks and probing questions to evaluate existing content and functionality to identify pain points and opportunities for improvement • Formal Testing*: same approach but with wireframes, a prototype, or staging site; focused on tasks plus what’s new or changed • Time on Task Testing*: target testing to ensure key user groups can successfully accomplish their goals quickly and efficiently Breakfast The most important meal of the day. Start your project with strong UX-focused discovery activities (or at least consume existing UX discovery documentation). USABILITY HEURISTIC REVIEWS Domain-specific manual (non-machine) reviews of sites, applications, content, or functionality. • Heuristics: use a specific heuristic set • Expert Review: a domain expert’s take • Style, Tone, & Brand: enforce consistent identity • Compliance checks: baseline against standards (client, industry, government) USER & STAKEHOLDER RESEARCH Get to know the people using your site, as well as the people paying for it. • Interviews: structured interviews with users and stakeholders to gain insights • Focus Groups: structured, yet organic, conversations to deepen understanding • User Tasks & Journey Maps: user goals, tasks, and paths through your domain • Personas & Empathy Maps: user wants, needs, habits, and pain points easily digested Desserts Decadent and over-the-top treats to make your meal memorable. Expensive or complex specialty services that, while often unnecessary, help punctuate your findings. • Eye & Mouse Tracking: adds drama, flair, and occasionally a gotcha moment to formal tests • Emotional Response Testing: adds EEG brain observation and evaluation (requires specialty equipment and personnel) • Diary Studies: users log their online activities providing contextual insights about their behaviors and needs. • Charrett & Design Workshops: bring users, customers, and stakeholders into the requirements and design process • Dessert du Jour: add the latest buzz-worthy (though not necessarily investment-worthy) novelty UX technique or activity Beverages Coffee, tea, milk, juice, craft sodas, or something more grown-up? As much as I’d like to delve into cocktails, I’ll instead introduce myself. Reach out and we’ll share a real beverage. Cheers! Jeffrey Ryan Pass Booz Allen Hamilton: Strategic Innovations Group Solution Engineer & Lead Associate Pass_Jeffrey@bah.com | 301.807.3634 Appetizers What you eat before you eat… to make you more hungry! Non-UX discovery, background, and research activities (typically industry research and analysis) that whet the appetite. • Domain-Specific Research: industry practices and gold standards • Industry Surveys: best practices, common patterns, best-in-class examples • Competitive Analysis: baseline against partners and competitors; identify gaps, strengths, weaknesses Sides The perfect complements for your any meal. Add-on services that are essential to usability studies, but often overlooked or undervalued. • Feedback*: as important as its collection is how you collect it and that you act on it • Surveying*: always monitor your customer vitals; on paper, digitally, via Social, in-person • Feedback & Survey Design: simple, engaging user input tools don’t happen by accident • Formal Recruiting: ensure that you include the right participants (requires a professional) • Lab Rentals & Facilitation: some activities require special facilities, equipment, and people Lite Fare* Fresh, quick, and ready fast! Any menu item identified with an asterisk (*) can be performed online and unmoderated, allowing you to capture lots of input quickly and at minimal expense. Plus, try these informal testing activities: • Guerrilla Testing: a site-specific test with a live recruit (where the users live, work, or play) • Hallway Testing: testing involving co-workers, colleagues, and stakeholders MORE ON THE KRAKEN UX DINER MENU Designing for Humans means thinking like humans. For our employers, clients, or customers, that means describing UX activities in a way that is meaningful to non-UXers. This poster is an outgrowth of attempts to describe and map UX services by separate teams – one took a detailed spreadsheet approach and the other a text outline approach. When the teams got together to compare notes, the idea for the poster was born. We all liked the idea of a ‘menu’ and began playing with representing services using a typical American diner menu. This poster is my initial attempt. The Kraken A UX Diner The Kraken Diner menu is an attempt to provide a mapping of user research, usability, and related activities to a classic diner menu layout. The goal of the poster is to organize, as well as contextualize, the various research, evaluations, tests, and analysis efforts that contribute to user- (or customer-) centered design in a way that is easy to understand for employers, clients, business drivers, and UX neophytes.