Mapping assumptions to help kickstart your user research

I’ve been helping different organisations to design and evaluate their services for many years.

One thing I’ve heard frequently and might sound familiar used to really give me the heebie-jeebies.

Picture the scene. You’re kicking off a new research project and a stakeholder says something along the lines of:

“Just make sure you don’t tell us what we already know!”

I understand why they say it but how on earth can you know what they already know?!

Ironically, if you ask an organisation to tell you what it knows it can be surprisingly difficult for them to tell you.

In reality knowledge is scattered across organisations in many different formats and getting hold of it can be really tricky.

So how can you get it out of people’s heads and into yours within the constrains of a typical project?

One simple approach I’ve used and found really useful is to run a workshop with people who know the service well, before starting your own research.

The aim is to uncover what they already know about questions like:

  • who do we think is using the service?
  • what do we think they are trying to do?
  • what do we think they are feeling, thinking and saying?
  • where do we think are the pain points for service users and staff?
  • what do we think is working well?
  • what do we think would make things better?

I usually run this remotely using something like Miro and prepare a template in advance that looks like a giant table which lays out the main stages of the user journey.

The columns of the table represent the stages of the journey and the rows represent the things we want to understand more about such as the questions listed above.

During the workshop you go through each stage/ column in turn and ask participants to add everything they know about relating to each row of the table.

Once they’ve finished each stage, you talk it through together to make sure you understand what they’ve shared.

The result is a surprisingly rich picture of what’s going on within the service in a relatively short period of time.

This is all well and good but there’s something really important to acknowledge about the information that people share with you – it isn’t all necessarily true.

Some of it will be things that people have directly observed for themselves.

Some will be things that they’ve heard from their colleagues.

Some will be their assumptions, beliefs or organisational myths that have simply become accepted as facts over time.

Despite this, what you will have collected is still useful because it gives you an idea of what your stakeholders believe to be true, which you can then explore further within your own research.

This has several benefits.

It gives you a foundational understanding of the service before you start talking to users, helps build rapport with the team and identifies gaps in knowledge that you can explore further in your own research.

And if your research confirms something stakeholders already knew, that definitely isn’t a failure on your part.

It is likely that you will have added evidence to that known issue, shown how widespread it is, understood its impact on different groups of people or helped to uncover the root cause of why it is happening.

I think that a real failure on the part of the researcher would be to spend time rediscovering an insight without adding anything new.

But there’s another benefit of this approach that is hugely valuable.

By bringing all of this existing knowledge together into a single place you start to create something that most organisations have never seen before – an end-to-end view of the entire service experience.

This is useful because people often know a specific part of the service extremely well, but have no visibility of what happens elsewhere due to organisational silos.

So the next time someone says ‘Just make sure you don’t tell us what we already know!’ give this method a try to ensure that your research builds upon existing knowledge, rather than starting from scratch

Use the ‘Fuller Map’ to help you do more with less

How much value does this service touchpoint deliver compared to the resources it requires to deliver it?

It’s a really simple question, but one that we all should be asking more often.

The sustainability pioneer Buckminster “Bucky” Fuller believed that progress comes from doing more with less – aiming to deliver greater value while using fewer resources.

I was chewing over this idea and wondered how it could be applied to make digital services more sustainable.

Every touch point of a service should deliver value to the people who use it and to the organisation that provides it.

Every touch point also consumes energy and resources in order to deliver it.

So what if we evaluated every touch point, page or feature based on:

– Value (to users and the organisation)
– Energy (the energy it takes to deliver it)

By plotting your touch points on a simple 2×2 you can create what I’m calling a ‘Fuller map’

‘Fuller zone’ : High value, low energy. Protect and maintain these touch points.

‘Optimise’ : High value, high energy. Optimise these to keep the value and reduce energy usage.

‘Waste’ : Low value, high energy. Redesign or remove them.

‘Ignore’ : Low value, low energy. These are low priority, stick them on the backlog.

I think this map will be a useful tool to get the conversation started and to help teams decide where to focus their efforts.

It could also come in handy for service assessments to demonstrate that you’re taking positive steps to deliver a more sustainable service.

So take a moment to think about your key touch points and ask yourself…

Are we creating enough value to justify the resources we are using?

I’d love to hear what you think and how you might put this into action to help make your digital services more sustainable. 💪

Presenting ‘Beyond human centred design’ at UXScotland

It was a privilege and a pleasure to speak at UXScotland yesterday on the topic of ‘Beyond Human Centred Design’

It was a wonderful reminder of how great these community events are and how energising and wonderful it feels to be amongst fellow UX folks.

It was also really encouraging to see digital sustainability crop up within other parts of the schedule.

It feels like people are becoming more aware of digital sustainability and want to do something about it but lack the tools and knowledge to do so.

In my talk I tried to raise awareness of the issue and focussed on sharing a set of tools that I’ve been working on to help accelerate positive change.

Introducing ‘Webstripes’

The climate stripes created by Professor Ed Hawkins are one of the most effective pieces of communication design I’ve ever seen.

Climate stripes by Ed Hawkins, showing a series of coloured stripes. Each stripe represents the average temperature for a single year, relative to the average temperature over the period from 1961 to 2010
Climate stripes show clearly how global average temperatures have risen over time

They work so well because they make an invisible problem visible, helping people to immediately understand climate change in a simple and visually appealing way.

Decarbonising digital services

Digital services have a significant and growing environmental impact, driven primarily by the energy required to store, transfer and render data.

Unfortunately, most of this impact remains invisible to the people who are responsible for them.

I’ve been working on an approach called ‘decarbonising user journeys’ to make this impact easier to understand and manage.

The principle behind it is simple.

Reduce the weight and energy demand of the pages that make up key digital user journeys in order to reduce the overall environmental impact of the service.

Using tools such as the Website Carbon Calculator, you can calculate the energy efficiency of individual pages and identify where the biggest problems are.

I’ve been experimenting with ways to visualise this information using energy efficiency ratings that people are familiar with from everyday things like household appliances to rate web pages.

A diagram showing the energy efficiency ratings of a series of webpages that make up a user journey
My early attempts to visualise the carbon footprint of user journeys

It worked reasonably well but I kept thinking about the simplicity and effectiveness of the climate stripes.

It got me thinking, could a series of stripes be used to visualise the energy efficiency of a digital user journey?

Introducing Webstripes

I’ve been working with the awesome Jon Gibbins to automate the capture of website energy efficiency data and used some of this data to create the website equivalent of the climate stripes.

I’ve called it Webstripes.

A series of coloured stripes each depicting the energy efficiency of individual websites within a user journey
Webstripes shows the energy efficiency of a series of pages within a digital user journey

Each stripe represents the energy efficiency of an individual web page that makes up a digital user journey.

I liked the impact of my first attempt but it’s not great if you’re colourblind so I created a better version that more clearly communicates the relationship between page weight and energy efficiency and doesn’t rely on colour to convey information.

A series of vertical bars of different colours each depicting the energy efficiency of a single webpage within a larger digital journey.
Webstripes 2.0

Shorter stripes represent lighter, more energy efficient pages.

Longer stripes represent heavier, less energy efficient pages.

Environmental impact data is often too complicated and confusing.

People can’t (and won’t) act upon things they don’t understand.

I’ve seen first hand how powerful simple visuals such as experience maps can be within organisations to drive positive change.

Webstripes can help teams to quickly identify problem areas and help them focus their optimisation efforts to make the reds turn green.

Beyond human centred design

Human centred design helped make digital services useful, usable and desirable.

But if we only optimise for people, without considering the wider impacts of our work we risk designing services that are harming the environment.

Our work must now focus beyond human centred design.

Learning how to do this effectively has to be our priority given the climate emergency and proliferation of digitisation within our every day lives.

I’ll be sharing more about this in my talk on ‘Beyond Human Centred Design’ at UX Scotland in June.

And if you’d like me to create Webstripes for your own user journeys, do get in touch.

Regenerative design principles

Our work has unquestionable reach and impact – but does it always have the positive impact we intended?

We’re learning more and more about the negative impacts of technology such as addiction, manipulation, bias, excessive energy consumption and information overload every day.

So as responsible designers how might we minimise the risks of these harms resulting from our work?

Here’s an idea.

Imagine if we deliberately designed things to have a net positive impact on the world?

I think that design principles can be a useful tool to help us to do just this.

Design principles help us to make our intentions clear, keep us on the right track and to set the right tone without being too prescriptive.

Originally I set out to create some ‘sustainable design principles’ but being sustainable – (i.e. doing no harm) is no longer enough.

Instead, we must strive for our work to be ‘regenerative’ – doing ‘more good than harm’.

So here’s my first draft of some regenerative design principles.

I’ve written them with digital services in mind so you might need to tweak them to suit your own context.

Use them to help you design better services that benefit people, the economy and the environment.

As ever, I’d welcome any comments and suggestions to improve them.

Please use, modify and share as you wish.

Cheers!


1. Integrity first

  • Respect people’s attention, data and privacy
  • Do not manipulate, mislead or exploit people
  • Be transparent about your environmental impact so people can make informed choices about using your service

2. Include everyone

  • Ensure your service can be used by the widest possible range of people
  • Actively identify who is excluded and under-represented and seek to include them

3. Elegant simplicity

  • Make your service as simple, lightweight and as easy to use as possible
  • Aim to do more with less by delivering maximum value from the minimum input of materials, resources and energy

4. Learn and adapt

  • Work to deeply understand and meticulously serve the needs of your users and stakeholders
  • Learn from actual real-world use of your service and continually adapt and improve it to meet ever changing user needs, behaviours and requirements

5. Collaborate and share

  • Share your successes, failures and resources as openly as possible.
  • Actively contribute to shared knowledge, standards and tools helps the whole system to learn from everyone else

6. Be ‘net positive’

  • Aim to leave things in a better state than you found them
  • Create measurable benefits for people, the economy and the environment

7. Think global, act local

  • Understand how your service impacts wider social, economic and environmental systems and minimise any unintended consequences that you may contribute towards
  • Do what you can with what you can control. Every incremental improvement will make a difference

8. Build for the long term

  • Ensure your service is resilient, adaptable and easy to maintain
  • Prioritise repair and reuse over replacement
  • Enable responsible decommissioning of services, ensuring data is portable and service users can easily leave

Benchmark your web sustainability maturity

I’ve made a tool (in Miro) to help you benchmark your web sustainability maturity using the W3C’s Web Sustainability Guidelines.

The idea is to evaluate your progress against each of the guidelines as a team to benchmark where you are today and to see where you need to improve.

This is very much a prototype but feels like it’s got legs. Please help yourself to a copy (just duplicate the board), have a play with it and I’d love any feedback to help improve it!

Introducing NatureNow

After a recent trip to the ‘More than human’ exhibition at the Design museum I felt inspired to make something.

One particular exhibit, ‘Nature Calendar’ by Marcus Coates really captured my imagination.

His calendar simply lists specific events that happen in the natural world throughout the year in the UK.

I love the idea of having a daily reminder of things that are happening in the natural world, to help shift our thoughts from the everyday, to offer perspective and to remind us of the amazing things that are happening around us.

I thought I’d have a crack at making my own digital version.

It’s been fun (and painful) trying to make it work and fun experimenting with various AI tools to try and bring something to life.

The real joy has been researching the different natural events and discovering the concept of phenology (the study of cyclic and seasonal natural phenomena).

My aim is to convey both what is happening and importantly how the timing of things is changing due to our warming climate.

It’s still a prototype (well isn’t everything) but the 1st September felt like a good day to release it into the world, so here’s ‘NatureNow‘

If you ‘save to home screen’ from your mobile browser (via the share option in your browser) it acts as an app so you can easily check out what is going on every day.

Hopefully it’ll help you to daydream while on the bus, take the edge off that nasty deadline and help you tune into what’s going around you.

Enjoy!