MinneWebCon 2016 – From Analysis to Synthesis: Tools and Techniques for Discovery Work
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The document presents a workshop on discovery techniques led by Kerry-Anne Gilowey, focusing on various tools and strategies for effective content planning and interaction design. It emphasizes the principles of understanding constraints, audience, and the importance of note-taking, while also mentioning the value of workshops for gathering information and ensuring shared objectives. A variety of research methods, from audience surveys to competitor analysis, are outlined to facilitate the discovery and synthesis process in content-driven projects.
MinneWebCon 2016 – From Analysis to Synthesis: Tools and Techniques for Discovery Work
- 1. Tools and Techniques for Discovery Work Kerry-Anne Gilowey MinneWebCon · Minneapolis · 26 April 2016 From Analysis to Synthesis @kerry_anne
- 3. Image credit: www.flickr.com/photos/vegard So many unknowns. Where do we even begin?
- 4. A toolbox, not a methodology.
- 6. 1. DISCOVERY IS NOT A PHASE.
- 7. Uncomfortable with uncertainty? • Listen to Schrödinger’s IA: Learning toLove Ambiguity – tinyurl.com/ambiguity2013 • Slides: tinyurl.com/ambiguity-slides RESOURCES
- 8. 2. KNOW YOUR CONSTRAINTS.
- 9. 3. BE CAREFUL WITH ASSUMPTIONS.
- 10. 4. KNOW YOUR AUDIENCE AND YOUR ORGANISATION.
- 11. 5. ALWAYS BE TAKING NOTES.
- 12. Recording apps • Easy Voice Recorder (Android – free)• Recorder Pro (iOS – $1.99)• Any other suggestions? RESOURCES
- 13. 6. DON’T BELIEVE EVERYTHING YOU’RE TOLD. Image credit: www.flickr.com/photos/audiolucistore
- 14. 7. LOOK FOR PATTERNS.
- 15. 8. BORROW TOOLS AND TECHNIQUES.
- 18. What can you learn from… … systems analysts? … authors? … archaeologists? … talk show hosts?
- 19. Getting started
- 22. Our new project Traditional publisher Creating a digital product Need our help with content planning interaction design project steps a little bit of strategy
- 29. Workshops are great for… Gathering a lot of info in a short period of time Picking up on political issues Checking that objectives and intentions are shared Making sure you’re getting the correct info
- 30. Workshop examples Business/product discovery Core content strategy Governance Voice and messaging Terminology
- 31. Workshop examples Business/product discovery Core content strategy Governance Voice and messaging Terminology
- 32. Workshop examples Business/product discovery Core content strategy Governance Voice and messaging Terminology
- 33. Workshop examples Business/product discovery Core content strategy Governance Voice and messaging Terminology
- 36. Messaging card-sort 1. Sort all the cards into two groups
- 37. Messaging card-sort 1. Sort all the cards into two groups 2. Note and discard cards in the “WE ARE NOT” pile
- 38. Messaging card-sort 1. Sort all the cards into two groups 2. Note and discard cards in the “WE ARE NOT” pile 3. Loosely group the remaining attributes
- 39. Messaging card-sort 1. Sort all the cards into two groups 2. Note and discard cards in the “WE ARE NOT” pile 3. Loosely group the remaining attributes 4. Prioritise: choose your top 10
- 40. Workshop examples Business/product discovery Core content strategy Governance Voice and messaging Terminology
- 41. Workshop activities Task identification and prioritisation Live content audit Persona creation Audience identification Challenges and opportunities Mad Libs
- 42. Content Mad Libs RESOURCES Get more info at content-workshops.com/toolbox/2015/3/content-mad-libs Image credit: Sara Wachter-Boettcher
- 43. Content analysis
- 44. Content analysis Content inventory Content audit Site search logs Analytics
- 45. Content analysis Content inventory Content audit Site search logs Analytics
- 46. Some help from Content Insight • Audit tips: tinyurl.com/audit-tips• Content Audits and Inventories: AHandbook by Paula Ladenburg Land RESOURCES
- 47. Content analysis Content inventory Content audit Site search logs Analytics
- 48. More about using site search logs • Search Analytics For Your Site by LouisRosenfeld – tinyurl.com/search-analytics RESOURCES
- 49. Content analysis Content inventory Content audit Site search logs Analytics
- 50. Learn all about Google Analytics • Google’s free Analytics Academy –analyticsacademy.withgoogle.com/ RESOURCES
- 52. Interviews are great for… Understanding workflow and processes Identifying challenges Understanding political and cultural issues Building relationships and trust
- 55. Audience research methods Surveys Customer interviews Call centre study
- 56. Customer surveys • Survey software – surveymonkey.com• Coursera course on questionnairedesign, by the University of Michigan,which started yesterday! – tinyurl.com/questionnaire-course RESOURCES
- 57. Audience research methods Surveys Customer interviews Call centre study
- 58. Tips for customer interviews • Slides from my talk at Confab London –tinyurl.com/talk-to-the-people• Come to Collective Conference inAtlanta in June – I’ll be talking on thisvery topic. Get 10% off with the codeKERRYA. RESOURCES
- 59. Audience research methods Surveys Customer interviews Call centre study
- 61. Competitor analysis Site and app comparisons Industry research Messaging analysis
- 62. Competitor analysis Site and app comparisons Industry research Messaging analysis
- 63. Competitor analysis Site and app comparisons Industry research Messaging analysis
- 64. On to synthesis
- 69. ORG CHARTS WORKFLOW DIAGRAMS OWNERSHIP AND AUTHORSHIP TABLES TERM LISTS, GLOSSARIES, SHARED DEFINITIONS Discovery artifacts
- 70. ORG CHARTS WORKFLOW DIAGRAMS OWNERSHIP AND AUTHORSHIP TABLES MATRIX OF CONTENT TYPES TERM LISTS, GLOSSARIES, SHARED DEFINITIONS Discovery artifacts
- 71. ORG CHARTS WORKFLOW DIAGRAMS SIMPLE PERSONAS OWNERSHIP AND AUTHORSHIP TABLES MATRIX OF CONTENT TYPES TERM LISTS, GLOSSARIES, SHARED DEFINITIONS Discovery artifacts
- 72. ORG CHARTS WORKFLOW DIAGRAMS SIMPLE PERSONAS OWNERSHIP AND AUTHORSHIP TABLES MATRIX OF CONTENT TYPES TERM LISTS, GLOSSARIES, SHARED DEFINITIONS CUSTOMER JOURNEYS Discovery artifacts
- 73. ORG CHARTS WORKFLOW DIAGRAMS SIMPLE PERSONAS OWNERSHIP AND AUTHORSHIP TABLES MATRIX OF CONTENT TYPES TERM LISTS, GLOSSARIES, SHARED DEFINITIONS MESSAGING SPREADSHEET CUSTOMER JOURNEYS Discovery artifacts
- 77. Simple personas
- 78. Customer journeys Image credit: http://engagingplaces.net/2013/10/15/hbr-the-truth-about-the-customer-experience/
- 79. Messaging spreadsheet Image credit: http://engagingplaces.net/2013/10/15/hbr-the-truth-about-the-customer-experience/
- 82. Analysing your notes 1. Highlight key issues and patterns
- 83. Analysing your notes 1. Highlight key issues and patterns 2. Group related issues
- 84. Analysing your notes 1. Highlight key issues and patterns 2. Group related issues 3. Make connections explicit
- 85. Analysing your notes 1. Highlight key issues and patterns 2. Group related issues 3. Make connections explicit 4. Consider priorities, choose artifacts
- 86. ORG CHARTS WORKFLOW DIAGRAMS SIMPLE PERSONAS OWNERSHIP AND AUTHORSHIP TABLES MATRIX OF CONTENT TYPES TERM LISTS, GLOSSARIES, SHARED DEFINITIONS MESSAGING SPREADSHEET CUSTOMER JOURNEYS Discovery artifacts
- 87. Analysing your notes 1. Highlight key issues and patterns 2. Group related issues 3. Make connections explicit 4. Consider priorities, choose artifacts 5. Write up a roadmap
- 88. Roadmap headings • Stakeholders • Objectives • Current situation • Key challenges • Short-term strategy • Long-term strategy • Open questions
- 89. Analysing your notes 1. Highlight key issues and patterns 2. Group related issues 3. Make connections explicit 4. Consider priorities, choose artifacts 5. Write up a roadmap 6. Give your partner feedback
- 90. Thanks for taking part! Kerry-Anne Gilowey kerryanne@augustsun.co.za http://augustsun.co.za @kerry_anne