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DANIEL EIZANS               MENTAL MODELLING
                         CONFAB LONDON | 25.3.2013   FOR CONTENT WORK




                                                            @danieleizans | #ConfabUK
Monday, March 25, 2013
Let’s talk about patterns




   http://www.flickr.com/photos/ryanprince1974/7417131586/
   http://www.flickr.com/photos/ryanprince1974/7417131586/   @danieleizans | #ConfabUK
Monday, March 25, 2013
Let’s talk about patterns




    http://www.flickr.com/photos/taylar/3629890327/            @danieleizans | #ConfabUK
Monday, March 25, 2013
For people, it gets tricky




                                                  @danieleizans | #ConfabUK
Monday, March 25, 2013
Fragmentation and distraction are
                                 the new reality




                                                    @danieleizans | #ConfabUK
Monday, March 25, 2013
Foundational workflows and
               patterns are failing us

                                @danieleizans | #ConfabUK
Monday, March 25, 2013
@danieleizans | #ConfabUK
Monday, March 25, 2013
These are problems we
                               can solve

                                           @danieleizans | #ConfabUK
Monday, March 25, 2013
http://www.rexfeatures.com/search/?kw=lego+italy&iso=GBR&lkw=lego&viah=Y&stk=N&sft=&search_action=#   @danieleizans | #ConfabUK
Monday, March 25, 2013
We can find clarity in patterns


                                          =


                                                   @danieleizans | #ConfabUK
Monday, March 25, 2013
We can model mental processes
                                                                                            can I apply for      how often do I
                           how do I apply?                                                   admittance         have to apply for                                                  who has to pay if I
                                                                                             without aid?             aid?                                                               die?



                          are there different     how does private        what is a        what happens         what happens if i
                           kinds of federal        aid differ from                                                                                       will I still be able to   who has to pay if I
                                                                        scholarship?       after I apply?       miss a payment?
                                 aid?               federal aid?                                                                                                 work?                   die?




                                                                                          what education do      can i postpone                          can you go back to                                what are my
                            am I eligible?         am I eligible?      what is a loan?                                                what colleges                                 how long will it
                                                                                           I need to apply?       repayment?                             school and still be                               application
                                                                                                                                    should I apply to?                                  take?
                                                                                                                                                           a good parent?                                   options?



                                                                                                                  what are the                              aren't most
                            what are my            what are my                             what forms do I                           what tests do I                                when do I start       how soon do I
                                                                       what is a grant?                            payment                                students in their
                          financial impacts?      financial impacts?                             need?                                 need to take?                                    repaying?           need to apply?
                                                                                                                  schedules?                                   20s?



                          understand federal     understand private      understand                               understand                                                                             apply for financial
                                                                                            apply for aid                            self assesment      identify with others         get answers
                                 aid                    aid              student aid                              repayment                                                                                   aid/pin



                                                EXPLORE OPTIONS                                                PLAN & IMMERSE                                        OVERCOME FEAR                       TAKE ACTION



                             chat with a                                                                           repayment         checklists and         adult student
                                                 overview content     overview content    online application                                                                       outreach services       contact forms      create account
                             counsellor                                                                            calculators         overview             testimonials




                            decision tree                                                   new student            chat with a                           read/create forum          testimonials and
                                                   plan examples                                                                                                                                         online application
                              process                                                        checklists            counsellor                                  topics                   timelines




                                                                                          'getting started'         account                                 adult student                                   connect to
                          overview content
                                                                                             materials            management                                testimonials
                                                                                                                                                                                                                       @danieleizans | #ConfabUK
                                                                                                                                                                                                          representative




Monday, March 25, 2013
The model vs. the map




          Diagrams: Copyright Rosenfeld Media (CC BY-SA 2.0)        @danieleizans | #ConfabUK
Monday, March 25, 2013
These are bad




    http://commons.wikimedia.org/wiki/File:Spiral_aloe.jpg       @danieleizans | #ConfabUK
Monday, March 25, 2013
These are bad




        Information Architect
        (mental modelling)


    http://commons.wikimedia.org/wiki/File:Spiral_aloe.jpg       @danieleizans | #ConfabUK
Monday, March 25, 2013
These are bad


                                                             Content Mapping


        Information Architect
        (mental modelling)


    http://commons.wikimedia.org/wiki/File:Spiral_aloe.jpg                     @danieleizans | #ConfabUK
Monday, March 25, 2013
Start with contextual inquiry


          Interview                 Contextual Inquiry        Observation
          (Influenced by Designer/   (Influenced by designer,   (Influenced by end user)
          Strategist)               user and strategist)




                                                              @danieleizans | #ConfabUK
Monday, March 25, 2013
Elements of context




                                               @danieleizans | #ConfabUK
Monday, March 25, 2013
Elements of context

                           BEHAVIOR




                                               @danieleizans | #ConfabUK
Monday, March 25, 2013
Elements of context

                           BEHAVIOR   SITUATION




                                                  @danieleizans | #ConfabUK
Monday, March 25, 2013
Elements of context

                           BEHAVIOR                 SITUATION




                                      ENVIRONMENT




                                                                @danieleizans | #ConfabUK
Monday, March 25, 2013
Personal-Behavioral context

                                  DOING
                            environmental factors,
                                                        Physical                     Emotional          FEELING
                               physical activity,                                                 psychological state, stress
                              habits, disabilities,                                              level, desires, wants, needs
                         preferences, sensory stimuli




                                                                        Cognitive
                                                                                                       LEARNING
                                                                                                    cognitive assumptions,
                                                                                                  learning ability, education


                                                                    }
                                                               CONTEXT DRIVEN PERSONAS                   @danieleizans | #ConfabUK
Monday, March 25, 2013
Personal-Situational context
                                                          Task     Need            Task




                                  Task                 Situation                  Task




                                                                    Need
                                         Need                                      Task




                           Task                 Task
                                                                           Task


                                                                                     @danieleizans | #ConfabUK
Monday, March 25, 2013
Situational-Behavioral context
                                                                     Task      Need                 Task




                                           Physical                             Emotional


                                    Task                          Situation                        Task




                                                                                Need
                                             Need                 Cognitive                         Task




                             Task                          Task
                                                                                            Task




                                                      CONTEXTUAL CONTENT STRATEGY

                                                                                                           @danieleizans | #ConfabUK
Monday, March 25, 2013
Start with a hypothesis
                                                                       EXPLORE OPTIONS
                                                                 (Browse options and understand
                                                                          qualifications




                                                                                                                OVERCOME FEAR
                                 PLAN AND IMMERSE
                                                                                                     (Via testimonial, Use Cases, Financial
                          (Browse an expert, Understand Tools)
                                                                                                                  Examples)




                                                                             TAKE ACTION
                                                                   (Apply for pin, Download Forms,
                                                                           Contact Advisor)

                                                                                                                                              @danieleizans | #ConfabUK
Monday, March 25, 2013
Interview, inquire and understand




                                                    @danieleizans | #ConfabUK
Monday, March 25, 2013
Create hierarchy. Create systems.
                                                                                            can I apply for      how often do I
                           how do I apply?                                                   admittance         have to apply for                                                  who has to pay if I
                                                                                             without aid?             aid?                                                               die?



                          are there different     how does private        what is a        what happens         what happens if i
                           kinds of federal        aid differ from                                                                                       will I still be able to   who has to pay if I
                                                                        scholarship?       after I apply?       miss a payment?
                                 aid?               federal aid?                                                                                                 work?                   die?




                                                                                          what education do      can i postpone                          can you go back to                                what are my
                            am I eligible?         am I eligible?      what is a loan?                                                what colleges                                 how long will it
                                                                                           I need to apply?       repayment?                             school and still be                               application
                                                                                                                                    should I apply to?                                  take?
                                                                                                                                                           a good parent?                                   options?



                                                                                                                  what are the                              aren't most
                            what are my            what are my                             what forms do I                           what tests do I                                when do I start       how soon do I
                                                                       what is a grant?                            payment                                students in their
                          financial impacts?      financial impacts?                             need?                                 need to take?                                    repaying?           need to apply?
                                                                                                                  schedules?                                   20s?



                          understand federal     understand private      understand                               understand                                                                             apply for financial
                                                                                            apply for aid                            self assesment      identify with others         get answers
                                 aid                    aid              student aid                              repayment                                                                                   aid/pin



                                                EXPLORE OPTIONS                                                PLAN & IMMERSE                                        OVERCOME FEAR                       TAKE ACTION



                             chat with a                                                                           repayment         checklists and         adult student
                                                 overview content     overview content    online application                                                                       outreach services       contact forms      create account
                             counsellor                                                                            calculators         overview             testimonials




                            decision tree                                                   new student            chat with a                           read/create forum          testimonials and
                                                   plan examples                                                                                                                                         online application
                              process                                                        checklists            counsellor                                  topics                   timelines




                                                                                          'getting started'         account                                 adult student                                   connect to
                          overview content
                                                                                             materials            management                                testimonials
                                                                                                                                                                                                                       @danieleizans | #ConfabUK
                                                                                                                                                                                                          representative




Monday, March 25, 2013
Focus on parts.




                          @danieleizans | #ConfabUK
Monday, March 25, 2013
Focus on parts.
                         Content Need




                                        @danieleizans | #ConfabUK
Monday, March 25, 2013
Focus on parts.
                               Content Need




                         Existing Content


                                              @danieleizans | #ConfabUK
Monday, March 25, 2013
We must look beyond the page.



                                                 @danieleizans | #ConfabUK
Monday, March 25, 2013
We must look beyond technology.



                                                  @danieleizans | #ConfabUK
Monday, March 25, 2013
We must look beyond the device.



                                                  @danieleizans | #ConfabUK
Monday, March 25, 2013
We must look beyond marketing.



                                                  @danieleizans | #ConfabUK
Monday, March 25, 2013
Prepare for new devices and contexts.



                                        @danieleizans | #ConfabUK
Monday, March 25, 2013
Design from the content out!
                                               A Call To Arms




                                                     @danieleizans | #ConfabUK
Monday, March 25, 2013
Design for Portability



                                 @danieleizans | #ConfabUK
Monday, March 25, 2013
Content is messy.
   •       PURPOSE
           What’s the content supposed to accomplish?
   •       MESSAGE
           What’s it saying? How is it saying it?
   •       RELATIONSHIPS & STRUCTURE
           What other content is conceptually
           connected?
   •       PRIORITIES
           How important is it for the business? The
           user?
                                                         @danieleizans | #ConfabUK
Monday, March 25, 2013
Making sense of the mess

          1. Content types (inventory)
          2. Content wireframes
          3. Content structure (data model)
          4. CMS Plan
          5. UX/Design
          6. Prototype


                                               @danieleizans | #ConfabUK
Monday, March 25, 2013
Content Inventory
      1. Content Type / Persona
      2. Production Source / Author / Owner
      3. Original Intent (aka why was it made)
      4. Content Quality / Score
      5. Length / Word Count / Size
      6. Rights



                                                 @danieleizans | #ConfabUK
Monday, March 25, 2013
Goal: Understand the whys

                   Content purpose

                   Content quality

                   Content reach

                                               @danieleizans | #ConfabUK
Monday, March 25, 2013
Content Wireframe
            1. Logo
            2. Navigation
            3. Headline
            4. Author
            5. Date
            6. Related Assets
            7. Related Badge
            8. Comments
            9. Related Articles
            10. Social Links
                                               @danieleizans | #ConfabUK
Monday, March 25, 2013
Content Wireframe
                                  1
            1. Logo
                                  2
            2. Navigation
                                  4                           3
            3. Headline
            4. Author             5        6                      7

            5. Date
            6. Related Assets
            7. Related Badge                   10                 8

            8. Comments                                           9
            9. Related Articles
            10. Social Links
                                               @danieleizans | #ConfabUK
Monday, March 25, 2013
Goal: Understand Hierarchy and
                                  Relationships                                                            Links to
                                                                                                           Related

                                                                Links to            Feature             Links to
                                    Business                                                                                  Author Bio
                                                                Related              Article            Related


                                                  Tagged
                                                    by
                                                                                    Tagged
                                                                                      by




                                  Landmark             Tagged
                                                         by
                                                                                      City                         Links to
                                                                                                                   Related



                                                                           Tagged              Tagged                          Blog Post
                                                                             by                  by

                                                                                                                                Links to
                                                                                                                                Related
                                        Related
                                          to
                                                                   Deal                                   Event
    From Sara Wachter-Boettcher
    “Building Bendable Content”                                                                                                 @danieleizans | #ConfabUK
Monday, March 25, 2013
Focus on Structure


                                By focusing on parts instead of
                                pages, data is portable and able
                                to shift when needed or seen as
                                a competitive advantage.



                                                    @danieleizans | #ConfabUK
Monday, March 25, 2013
Goal: Create relationships in data




                                          Chunking data appropriately
                                          allows it to be nimble and
                                          purposed quickly.
                                                          @danieleizans | #ConfabUK
Monday, March 25, 2013
CMS and Data Modeling

                                       What you see may be
                                       what you get, but what
                                       you get isnʼt good for
                                       content portability.




                                                @danieleizans | #ConfabUK
Monday, March 25, 2013
CMS and Data Modeling
                                   Fields are your friends.
                                   They create relationships
                                   in the data and allow for
                                   scalability and meaning.




                                                    @danieleizans | #ConfabUK
Monday, March 25, 2013
So this will be
                like wearing
              handcuffs right?

                                 @danieleizans | #ConfabUK
Monday, March 25, 2013
Models are like
           rails for each
          new experience

                            @danieleizans | #ConfabUK
Monday, March 25, 2013
Hug it out. Get to work.




                                                @danieleizans | #ConfabUK
Monday, March 25, 2013
Thanks.

                     > Me (danieleizans.com)

                     > Work (Team Detroit)

                     > Passion (Contents Magazine)

                     > Microthoughts (@danieleizans)




                                                       @danieleizans | #ConfabUK
Monday, March 25, 2013

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Mental Modelling For Content Work (Confab London 2013)

  • 1. DANIEL EIZANS MENTAL MODELLING CONFAB LONDON | 25.3.2013 FOR CONTENT WORK @danieleizans | #ConfabUK Monday, March 25, 2013
  • 2. Let’s talk about patterns http://www.flickr.com/photos/ryanprince1974/7417131586/ http://www.flickr.com/photos/ryanprince1974/7417131586/ @danieleizans | #ConfabUK Monday, March 25, 2013
  • 3. Let’s talk about patterns http://www.flickr.com/photos/taylar/3629890327/ @danieleizans | #ConfabUK Monday, March 25, 2013
  • 4. For people, it gets tricky @danieleizans | #ConfabUK Monday, March 25, 2013
  • 5. Fragmentation and distraction are the new reality @danieleizans | #ConfabUK Monday, March 25, 2013
  • 6. Foundational workflows and patterns are failing us @danieleizans | #ConfabUK Monday, March 25, 2013
  • 8. These are problems we can solve @danieleizans | #ConfabUK Monday, March 25, 2013
  • 10. We can find clarity in patterns = @danieleizans | #ConfabUK Monday, March 25, 2013
  • 11. We can model mental processes can I apply for how often do I how do I apply? admittance have to apply for who has to pay if I without aid? aid? die? are there different how does private what is a what happens what happens if i kinds of federal aid differ from will I still be able to who has to pay if I scholarship? after I apply? miss a payment? aid? federal aid? work? die? what education do can i postpone can you go back to what are my am I eligible? am I eligible? what is a loan? what colleges how long will it I need to apply? repayment? school and still be application should I apply to? take? a good parent? options? what are the aren't most what are my what are my what forms do I what tests do I when do I start how soon do I what is a grant? payment students in their financial impacts? financial impacts? need? need to take? repaying? need to apply? schedules? 20s? understand federal understand private understand understand apply for financial apply for aid self assesment identify with others get answers aid aid student aid repayment aid/pin EXPLORE OPTIONS PLAN & IMMERSE OVERCOME FEAR TAKE ACTION chat with a repayment checklists and adult student overview content overview content online application outreach services contact forms create account counsellor calculators overview testimonials decision tree new student chat with a read/create forum testimonials and plan examples online application process checklists counsellor topics timelines 'getting started' account adult student connect to overview content materials management testimonials @danieleizans | #ConfabUK representative Monday, March 25, 2013
  • 12. The model vs. the map Diagrams: Copyright Rosenfeld Media (CC BY-SA 2.0) @danieleizans | #ConfabUK Monday, March 25, 2013
  • 13. These are bad http://commons.wikimedia.org/wiki/File:Spiral_aloe.jpg @danieleizans | #ConfabUK Monday, March 25, 2013
  • 14. These are bad Information Architect (mental modelling) http://commons.wikimedia.org/wiki/File:Spiral_aloe.jpg @danieleizans | #ConfabUK Monday, March 25, 2013
  • 15. These are bad Content Mapping Information Architect (mental modelling) http://commons.wikimedia.org/wiki/File:Spiral_aloe.jpg @danieleizans | #ConfabUK Monday, March 25, 2013
  • 16. Start with contextual inquiry Interview Contextual Inquiry Observation (Influenced by Designer/ (Influenced by designer, (Influenced by end user) Strategist) user and strategist) @danieleizans | #ConfabUK Monday, March 25, 2013
  • 17. Elements of context @danieleizans | #ConfabUK Monday, March 25, 2013
  • 18. Elements of context BEHAVIOR @danieleizans | #ConfabUK Monday, March 25, 2013
  • 19. Elements of context BEHAVIOR SITUATION @danieleizans | #ConfabUK Monday, March 25, 2013
  • 20. Elements of context BEHAVIOR SITUATION ENVIRONMENT @danieleizans | #ConfabUK Monday, March 25, 2013
  • 21. Personal-Behavioral context DOING environmental factors, Physical Emotional FEELING physical activity, psychological state, stress habits, disabilities, level, desires, wants, needs preferences, sensory stimuli Cognitive LEARNING cognitive assumptions, learning ability, education } CONTEXT DRIVEN PERSONAS @danieleizans | #ConfabUK Monday, March 25, 2013
  • 22. Personal-Situational context Task Need Task Task Situation Task Need Need Task Task Task Task @danieleizans | #ConfabUK Monday, March 25, 2013
  • 23. Situational-Behavioral context Task Need Task Physical Emotional Task Situation Task Need Need Cognitive Task Task Task Task CONTEXTUAL CONTENT STRATEGY @danieleizans | #ConfabUK Monday, March 25, 2013
  • 24. Start with a hypothesis EXPLORE OPTIONS (Browse options and understand qualifications OVERCOME FEAR PLAN AND IMMERSE (Via testimonial, Use Cases, Financial (Browse an expert, Understand Tools) Examples) TAKE ACTION (Apply for pin, Download Forms, Contact Advisor) @danieleizans | #ConfabUK Monday, March 25, 2013
  • 25. Interview, inquire and understand @danieleizans | #ConfabUK Monday, March 25, 2013
  • 26. Create hierarchy. Create systems. can I apply for how often do I how do I apply? admittance have to apply for who has to pay if I without aid? aid? die? are there different how does private what is a what happens what happens if i kinds of federal aid differ from will I still be able to who has to pay if I scholarship? after I apply? miss a payment? aid? federal aid? work? die? what education do can i postpone can you go back to what are my am I eligible? am I eligible? what is a loan? what colleges how long will it I need to apply? repayment? school and still be application should I apply to? take? a good parent? options? what are the aren't most what are my what are my what forms do I what tests do I when do I start how soon do I what is a grant? payment students in their financial impacts? financial impacts? need? need to take? repaying? need to apply? schedules? 20s? understand federal understand private understand understand apply for financial apply for aid self assesment identify with others get answers aid aid student aid repayment aid/pin EXPLORE OPTIONS PLAN & IMMERSE OVERCOME FEAR TAKE ACTION chat with a repayment checklists and adult student overview content overview content online application outreach services contact forms create account counsellor calculators overview testimonials decision tree new student chat with a read/create forum testimonials and plan examples online application process checklists counsellor topics timelines 'getting started' account adult student connect to overview content materials management testimonials @danieleizans | #ConfabUK representative Monday, March 25, 2013
  • 27. Focus on parts. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 28. Focus on parts. Content Need @danieleizans | #ConfabUK Monday, March 25, 2013
  • 29. Focus on parts. Content Need Existing Content @danieleizans | #ConfabUK Monday, March 25, 2013
  • 30. We must look beyond the page. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 31. We must look beyond technology. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 32. We must look beyond the device. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 33. We must look beyond marketing. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 34. Prepare for new devices and contexts. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 35. Design from the content out! A Call To Arms @danieleizans | #ConfabUK Monday, March 25, 2013
  • 36. Design for Portability @danieleizans | #ConfabUK Monday, March 25, 2013
  • 37. Content is messy. • PURPOSE What’s the content supposed to accomplish? • MESSAGE What’s it saying? How is it saying it? • RELATIONSHIPS & STRUCTURE What other content is conceptually connected? • PRIORITIES How important is it for the business? The user? @danieleizans | #ConfabUK Monday, March 25, 2013
  • 38. Making sense of the mess 1. Content types (inventory) 2. Content wireframes 3. Content structure (data model) 4. CMS Plan 5. UX/Design 6. Prototype @danieleizans | #ConfabUK Monday, March 25, 2013
  • 39. Content Inventory 1. Content Type / Persona 2. Production Source / Author / Owner 3. Original Intent (aka why was it made) 4. Content Quality / Score 5. Length / Word Count / Size 6. Rights @danieleizans | #ConfabUK Monday, March 25, 2013
  • 40. Goal: Understand the whys Content purpose Content quality Content reach @danieleizans | #ConfabUK Monday, March 25, 2013
  • 41. Content Wireframe 1. Logo 2. Navigation 3. Headline 4. Author 5. Date 6. Related Assets 7. Related Badge 8. Comments 9. Related Articles 10. Social Links @danieleizans | #ConfabUK Monday, March 25, 2013
  • 42. Content Wireframe 1 1. Logo 2 2. Navigation 4 3 3. Headline 4. Author 5 6 7 5. Date 6. Related Assets 7. Related Badge 10 8 8. Comments 9 9. Related Articles 10. Social Links @danieleizans | #ConfabUK Monday, March 25, 2013
  • 43. Goal: Understand Hierarchy and Relationships Links to Related Links to Feature Links to Business Author Bio Related Article Related Tagged by Tagged by Landmark Tagged by City Links to Related Tagged Tagged Blog Post by by Links to Related Related to Deal Event From Sara Wachter-Boettcher “Building Bendable Content” @danieleizans | #ConfabUK Monday, March 25, 2013
  • 44. Focus on Structure By focusing on parts instead of pages, data is portable and able to shift when needed or seen as a competitive advantage. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 45. Goal: Create relationships in data Chunking data appropriately allows it to be nimble and purposed quickly. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 46. CMS and Data Modeling What you see may be what you get, but what you get isnʼt good for content portability. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 47. CMS and Data Modeling Fields are your friends. They create relationships in the data and allow for scalability and meaning. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 48. So this will be like wearing handcuffs right? @danieleizans | #ConfabUK Monday, March 25, 2013
  • 49. Models are like rails for each new experience @danieleizans | #ConfabUK Monday, March 25, 2013
  • 50. Hug it out. Get to work. @danieleizans | #ConfabUK Monday, March 25, 2013
  • 51. Thanks. > Me (danieleizans.com) > Work (Team Detroit) > Passion (Contents Magazine) > Microthoughts (@danieleizans) @danieleizans | #ConfabUK Monday, March 25, 2013