Transcript Designing Visually A presentation by Ron Sova - Sova Consulting Group

Designing Visually
A presentation by
Ron Sova - Sova Consulting Group
Matt Krueger - American Family Insurance
(Matt couldn’t make it to the conference)
Introductions
• Who are Ron Sova and Matt Krueger?
• Who are you?
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UPA Conference - Friday Morning
Some mornings
it just doesn't seem worth it
to gnaw through the leather straps
Emo Phillips
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Overview
DV Process
Visual Vocabulary
Sketching
Topics to Discuss
1.
2.
3.
4.
Overview of Designing Visually (DV)
The DV Process
Creating a Visual Vocabulary
Sketching - who, what, when, where
and why
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Overview
DV Process
Visual Vocabulary
Sketching
Overview
1 Picture = 10,000 Words
Are words not needed?
Is a symbiotic relationship called for
here?
Close your eyes for a minute and
think of your last vacation …
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Overview
DV Process
Visual Vocabulary
Sketching
What is “Designing Visually”?
• It is not designing the user interface
• It is using visual representations of ideas and data
throughout the design process to make the process
more efficient, understandable and robust.
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Overview
DV Process
Visual Vocabulary
Sketching
A Usability Testing Example
You are explaining the room setup for a
usability test to a client.
•
•
•
•
•
•
•
The test will be conducted in an office with a computer monitor, mouse and
computer on the desk.
It will be an office big enough to contain the desk, two chairs and a table for
coffee and snacks.
There will be a sheet of tasks that will be available to the participant.
Only the facilitator and the participant will be in the testing room.
There will be a notetaker and two observers in a room 4 offices down the hall
from the testing room.
The observation room will be big enough for a desk for the monitor and at least
4 people (in case we get additional observers)
The notetakers will be connected the testing room via a Telecom for sound and
will be able to see what the participant is doing on the screen via a video feed
from the testing room.
… or …
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Overview
DV Process
Visual Vocabulary
Sketching
DV for Projects
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Overview
DV Process
Visual Vocabulary
Sketching
DV for Companies
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Overview
DV Process
Visual Vocabulary
Sketching
DV for Companies
Some additional visualization tools/methods:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Gantt Chart
Affinity Diagram
Mind Map
Fishbone Diagram
Control Charts
Data Points
Flowchart
Force Field Analysis
Histogram
Interrelationship
Digraph
Matrix Diagram
Prioritization Matrices
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13.
14.
15.
16.
Storyboard
Radar Chart
Scatter Diagram
Tree Diagram
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Overview
DV Process
Visual Vocabulary
Sketching
Topics to Discuss
1.
2.
3.
4.
Overview of Designing Visually (DV)
The DV Process
Creating a Visual Vocabulary
Sketching - who, what, when, where
and why
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(c) Sova Consulting Group & American Family Insurance
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Overview
DV Process
Visual Vocabulary
Sketching
Designing “Designing Visually”
In the process of creating this
presentation,we went through the same
steps as any design process, that is:
1.
2.
3.
4.
Ideation, Imagination
Investigation
Communication
Documentation
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Overview
DV Process
Visual Vocabulary
Sketching
Ideation
• That mentally energetic time when you
get an idea. It exists as pure thought.
• It is a time when the idea has no
constraints.
• This is an excellent time to not stop with
one way of looking at the idea - expand
this to many ways of looking at the idea.
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Ideation
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Overview
DV Process
Visual Vocabulary
Sketching
Ideation
Ah-ha
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Overview
DV Process
Visual Vocabulary
Sketching
Investigation
• Start to apply physical constraints to your
idea (test it against reality).
• Reduce the number of possible solutions or
idea possibilities to 3 or 4 possibilities.
• Make adjustments and try different
manipulations on the idea.
• This is a “prototype” that you can put through
it’s paces.
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Overview
DV Process
Visual Vocabulary
Sketching
Investigation
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Overview
DV Process
Visual Vocabulary
Sketching
Communication
• In this phase you use your ideas as you have worked
with them to discuss with other people on your team.
• By getting their feedback you can make further
refinements in the ideas. The other team members
bring different views of the solidity of the idea.
• The visual artifact ensures that everyone is agreeing
to the same thing. Having a centerpiece everyone
can point to helps to insure everyone is “seeing” the
same ideas.
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Communication
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Overview
DV Process
Visual Vocabulary
Sketching
(more) Communication
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Overview
DV Process
Visual Vocabulary
Sketching
(more) Communication
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Ron’s Real World Example
Why do we do field research when the
manager can tell us what he does?
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Example - continued
Why do we do field research when the
manager can tell us what he does?
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Because we notice that the call center
personnel are working on more
than one task at a time.
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Example - continued
Why do we do field research when the
manager can tell us what he does?
Because we notice that the call center
personnel are working on more
than one task at a time.
… and works in small office with a lot
of paper artifacts attached to the wall
for Reference.
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Example - continued
Why do we do field research when the
manager can tell us what he does?
Because we notice that the call center
personnel are working on more
than one task at a time.
… and works in small office with a lot
of paper artifacts attached to the wall
for Reference.
… and has other help desk
personnel also on the phone in
offices right next to his so there
are high noise levels.
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Example - continued
Why do we do field research when the
manager can tell us what he does?
Because we notice that the call center
personnel are working on more
than one task at a time,
… and works in small office with a lot
of paper artifacts attached to the wall
for Reference,
… and has other help desk
personnel also on the phone in
offices right next to his so there
are high noise levels,
… and he has to
walk around all the other cubes
to get to his printouts on the
other side of the room,
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Example - continued
Why do we do field research when the
manager can tell us what he does?
Because we notice that the call center
personnel are working on more
than one task at a time,
… and works in small office with a lot
of paper artifacts attached to the wall
for Reference,
… and has other help desk
personnel also on the phone in
offices right next to his so there
are high noise levels,
… and he has to
walk around all the other cubes
to get to his printouts on the
other side of the room,
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… and there is a busy
hallway outside his door with a
lot of traffic and people having de facto
meetings,
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Overview
DV Process
Visual Vocabulary
Sketching
Documentation
… and as used for this presentation - also Communication
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Overview
DV Process
Visual Vocabulary
Sketching
Class Exercise - Part 1
• Set up a usability test room:
– one facilitator and one participant in the test room
– a notetaker and at least 2 observers (possibly 6) in
an observation room
– the observation room will have a monitor that is
linked to the test computer
– there is one camera on the participant - the video
is fed into the observation room
• Now sketch out your idea - you have 3 minutes
• What did you notice when you started sketching?
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Overview
DV Process
Visual Vocabulary
Sketching
Class Exercise - Part 2
• Now gather in groups of 2 or 3.
• Each in turn, show your sketch to the
others in your group and explain your
setup.
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Overview
DV Process
Visual Vocabulary
Sketching
Class Exercise - Part 2
• List the ways your sketch helps in describing your
setup?
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Overview
DV Process
Visual Vocabulary
Sketching
Class Exercise - Part 3
• What would be necessary to use this sketch for
documentation purposes?
• For standardizing the test area set up?
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Overview
DV Process
Visual Vocabulary
Sketching
Topics to Discuss
1.
2.
3.
4.
Overview of Designing Visually (DV)
The DV Process
Creating a Visual Vocabulary
Sketching - who, what, when, where
and why
June 19, 2008
(c) Sova Consulting Group & American Family Insurance
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Overview
DV Process
Visual Vocabulary
Sketching
Establishing a Visual Vocabulary
• Many professionals and companies are already
designing visually in their respective groups.
• The problem is the visual artifacts they generate do
not travel well from one group to the next because of
the type of artifact and it’s design.
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Overview
DV Process
Visual Vocabulary
Sketching
Establishing a Visual Vocabulary
• DV guideline that each group can use
• Reduces the visual translation necessary from one
group to the next
• Reduces the language translation that takes place
between the different departments.
• Some graphic design and marketing departments
already have a high level standard like this.
• Some UX departments already have interface
guidelines or standards which will be the end point for
the DV standard (for interface designs).
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Overview
DV Process
Visual Vocabulary
Sketching
Style Examples
Realistic
Drawing
Photo
Cartoon
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Overview
DV Process
Visual Vocabulary
Sketching
How we see
It must be seen
to be believed.
A picture is worth
a 1,000 words.
I see what you mean.
Sometimes “see” means to view,
and sometimes it means to understand.
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Overview
DV Process
Visual Vocabulary
Sketching
How we see
•
•
•
•
•
Our brain hates loose ends.
Patterns
Distance “Talk to the Hand”
What we see and what we really see - the lion attack
Attention Grabbers
• Movement
• Color
• Value
• Bold
• Position
• Habit
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Overview
DV Process
Visual Vocabulary
Sketching
Jittery eye
Necessary
because
of the optics of
our
eye and to
better
make out
edges.
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Overview
DV Process
Visual Vocabulary
Sketching
Deconstruction
A
Concepts
• PARC
1. Grid
2. Simplicity
3. White Space
4. Page layout
5. Lists, tables
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Basics
1. Line
2. Value
3. Shape
4. Size
5. Texture
6. Color
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Basics
• Type
• Rules
• Graphics
• Color
• Texture
• Contrast
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Basics
Are the purple li nes straight or bent?
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - PARC
Design Concepts
•
•
•
•
Proximity
Alignment
Repetition
Contrast
Keep in mind that people process their environment by
categorizing. Using PARC to group items will help your users find
and understand information and determine flow much faster.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Proximity
• Items that are related should be in close
proximity to one another, forming a single
visual unit
No
Yes
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Proximity
• When pieces of a design are scattered over the page,
users see the page as unorganized because
pertinent, related information may not be instantly
available to them.
• Careful and thoughtful grouping, on the other hand,
helps organize information and reduces clutter. It
helps users associate elements that you want them
to see and understand as a unit.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Alignment
• Nothing should be placed
on the page arbitrarily.
• Every item should have a
visual connection with
something else on the page.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Repetition
• Repeat some aspect of the design throughout the
entire piece (window, page, etc).
• Repetition allows the unification of the design.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Repetition
• You can repeat color, shape,
texture, spatial relationships, line
thickness, sizes, etc.
• However, avoid repeating the
element so much that it becomes
annoying or overwhelming, which
will obscure page focus.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Contrast
• If two items are not
exactly the same, them
make them different,
really different.
• Viewers attach
significance to the
sameness or differenced
between items.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Contrast
• Contrast often is the most important visual
attraction on a page, and thus, it is an effective way
to create interest.
• For contrast to be effective, it must be strong;
– 12-point and 14-point font contrast little.
– 12- and 16- or 18-point font contrast better.
– Black and white provide better contrast than
gray and white or gray and black.
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Grids
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Overview
DV Process
Visual Vocabulary
Sketching
Visual Design Concepts - Grids
Logo and by-line
Main Navigation
2nd
Content
Adds
Nav
Grid
Template
Logo and by-line
Guideline
Banner
Main Navigation
2nd
Nav
•Logo – Company logo W5a-111
•By-Line – 36 pt Comic Sans
Content
Adds
Oyster White with Black Outline
•Background – Steel blue
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Overview
DV Process
Visual Vocabulary
Sketching
Class Exercise
• Ok, before we go on to the next section
I’d like you to break up into groups of 3
or 4.
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Overview
DV Process
Visual Vocabulary
Sketching
Topics to Discuss
1.
2.
3.
4.
Overview of Designing Visually (DV)
The DV Process
Creating a Visual Vocabulary
Sketching - who, what, when, where
and why
June 19, 2008
(c) Sova Consulting Group & American Family Insurance
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching - who, what, when, where and how
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Overview
DV Process
Visual Vocabulary
Sketching
1-Point Perspective
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Overview
DV Process
Visual Vocabulary
Sketching
Objects Appear Closer…
Multiple levels for depicting distance
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Overview
DV Process
Visual Vocabulary
Sketching
Drawing People
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Overview
DV Process
Visual Vocabulary
Sketching
Stick People Animation
http://fc01.deviantart.com/fs13/f/2007/077/2/e/Animator_vs__Animation_by_alanbecker.swf
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Hints
Sketching an idea: sketch as
fast as you can.
Don’t worry about accuracy,
the goal is to capture your
thought.
•When sketching for Investigation, Communication or
Documentation, try getting the relationships of the pieces
worked out.
•To do this start at the 50,000 foot level and get all the
major components. Then start going in to fill in detail
(progressive disclosure).
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Overview
DV Process
Visual Vocabulary
Sketching
Ink the Good, Erase the Rest
If you want to enhance the
sketch (maybe to move it
from Investigation to
Communication) then ink
in the lines you want to
keep and erase the lines
you no longer need.
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Overview
DV Process
Visual Vocabulary
Sketching
Scanning and Enhancing
Finally, if you want to
enhance the sketch
further, or make it a file,
you can scan it and then
use a graphics program
to add color.
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Suggestions
1. Draw Big - especially in the early phases of the
design.
2. When brain storming, sketch out many (20 - 30)
different ways of changing the idea or concept.
3. Carry a notebook with you
at all times. This keeps all
your ideas together.
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Suggestions
4. Use facing pages of the notebook to give you more
space to sketch.
5. Do not worry about others critiquing your sketch.
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Test Run
1.
2.
3.
Take any 81/2 by 11 sheet of paper, and fold it in
half width wise.
With the paper folded in half and the fold on the
left, write on the top sheet “Idea Book” or “Note
Book”
You now have 3 minutes to create 20 different ways
of lighting this room. . . Go!
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Test Run
4.
5.
6.
Now take the best three of your 20 ideas and
develop them further. You will have 3 more
minutes.
Next, from your three developed sketches, select
one that best represents your idea. Show it to the
person next to you (or behind you) and describe
your idea.
Finally, add a couple of notes to your final idea to
help someone understand it without having you
explain it.
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Test Run
1.
2.
3.
4.
5.
6.
Take the last sheet in the handout (or any 81/2 by 11 sheet of
paper, and fold it in half width wise.
With the paper folded in half and the fold on the left, write on
the top sheet “Idea Book” or “Note Book”
You now have 3 minutes to create 20 different ways of lighting
this room. . . Go!
Now take the best three of your 20 ideas and develop them
further. You will have 3 more minutes.
Ideatio
Investigati
n
Next, from your three developed sketches, select one that
best represents your idea. Show it to the person next to you
on
Communicati
(or behind
you) and describe your idea.
Finally, add a couple of notes to your final idea to help
someone
understand it without having you explain it.
on
Documentati
on
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Overview
DV Process
Visual Vocabulary
Sketching
Sketching Quiz
•
•
•
•
•
Who should sketch?
What should you sketch?
When should you sketch?
Where should sketch?
How should you sketch?
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Overview
DV Process
Visual Vocabulary
Sketching
Presentation Review
1.
Designing Visually is happening right now and we
can improve on it.
2.
There are four overlapping phases to designing
visually.
3.
Our DV Guidelines should be based on human
physiology
4.
Sketching is an immensely important activity that
allows us to capture good ideas and develop them.
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Bibliography - Books
1. Information Visualization: Perception for Design by
Colin Ware
2. Thinking Visually: Business Applications of 14 Core
Diagrams by Malcolm Craig
3. Non-Designers Design Book by Robin Williams
Sketching User Experiences by Bill Buxton
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Bibliography - Websites
1.
2.
3.
4.
5.
6.
Many Eyes - an excellent site to see what the different presentation types can be used.
This site also lets you create the graphics right on the site. We definitely suggest
you go out and give this one a try.
http://services.alphaworks.ibm.com/manyeyes/home
A Periodic Table of Visualization Methods - a very interesting way to visually show the
relationship and grouping of a variety of visualization methods.
http://www.visual-literacy.org/periodic_table/periodic_table.html
A Periodic Table of Visualization Methods http://www.readwriteweb.com/archives/the_best_tools_for_visualization.php
Google Visualization API Gadget Gallery - a good site for those who want to incorporate
visualization tools into their websites.
http://code.google.com/apis/visualization/documentation/gadgetgallery.html
Scientific Visualization Studio
http://svs.gsfc.nasa.gov
Sketching Treatments - an excellent site to see how many different styles there are in
sketching and they are all done well.
http://www.victortimofeev.com/files/365indstudy_blog/
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Or if you do not want to design visually,
You can always hire someone that will help …
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The content of this presentation will be placed on the SCG website at
sovaconsulting.com and will be provided on the UPA Conference site.
Questio
ns
Ide
as
Or you can always email with your suggestions, questions,
comments and ideas at [email protected]
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