IA & UX Discovery and Implementation Process
Produced by Mike Ansher , May 2013
INFORMATION AUDIT
Initial audit of existing information:
Governance Team appointment (Outlining project stake holders and their roles)
I.e. Product Owner(s), IA, Development, Project Manager
Governance Team appointment (Outlining project stake holders and their roles)
I.e. Product Owner(s), IA, Development, Project Manager
Deliverables:
Project overview document:
Introducing the Governance Team, their roles.
First glance comments related to any existing product(s)
STAKEHOLDER REQUIREMENTS GATHERING
Key Stakeholder meetings (Content, Functionality and Commercial Requirements)
Metrics discovery
Audience breakdown, persona, scenario and goal development
Initial SEO requirements gathering (Via Client or Internal)
Metrics discovery
Audience breakdown, persona, scenario and goal development
Initial SEO requirements gathering (Via Client or Internal)
Deliverables:
Commercial requirements report:
Broken down by product area Stakeholder requirements report:
Broken down by individual stakeholder
Metrics overview:
Outlining the proposed metrics and owners
Audience overview:
Demographic breakdown
Persona examples
SEO overview:
Outlining any discoveries which could impact the project
Platform overview:
Outlining appropriate platforms and design considerations
Third party modules/API report
Heuristic goals
Commercial requirements report:
Broken down by product area Stakeholder requirements report:
Broken down by individual stakeholder
Metrics overview:
Outlining the proposed metrics and owners
Audience overview:
Demographic breakdown
Persona examples
SEO overview:
Outlining any discoveries which could impact the project
Platform overview:
Outlining appropriate platforms and design considerations
Third party modules/API report
Heuristic goals
GOVERNANCE TEAM - STAKEHOLDER REVIEW
Overview of Key Stakeholder findings
Audience, persona and scenario agreement
Metrics agreement
SEO agreement
Audience, persona and scenario agreement
Metrics agreement
SEO agreement
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
USER REQUIREMENTS GATHERING
Initial User task related Focus Group/Q & A session
Deliverables:
User task findings report Next stage deliverables and ownership
Governance team - User review
Initial User findings
User requirements & suggestions review
User task findings report Next stage deliverables and ownership
Governance team - User review
Initial User findings
User requirements & suggestions review
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
TOP LEVEL CONTENT AND FUNCTIONALITY EXPLORATION
Card sorting
Sticky notes
Top level Mind Mapping
Taxonomy review
Sketching
Stage 1 functionality exploration
Mind Mapping Brain Storming
Stage 1 value added exploration
Mind Mapping
Brain Storming
Sticky notes
Top level Mind Mapping
Taxonomy review
Sketching
Stage 1 functionality exploration
Mind Mapping Brain Storming
Stage 1 value added exploration
Mind Mapping
Brain Storming
Deliverables:
Taxonomy proposal
First draft Content Map
Page description proposal
First draft Site Map
Experience Map
Wire flow
Rationalization
Taxonomy proposal
First draft Content Map
Page description proposal
First draft Site Map
Experience Map
Wire flow
Rationalization
GOVERNANCE TEAM WIRE FRAME PREP' REVIEW
Taxonomy agreement
Platform requirements (Desktop, Tablet, Mobile, Responsive or Adaptive)
Functionality review & feasibility
Value added review & feasibility
Page description review
Top level Site Map review & feedback
Platform requirements (Desktop, Tablet, Mobile, Responsive or Adaptive)
Functionality review & feasibility
Value added review & feasibility
Page description review
Top level Site Map review & feedback
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
TOP LEVEL, LOW FIDELITY, WIRE FRAME PRODUCTION
Deliverables:
First draft wireframe
User flow examples
First draft wireframe
User flow examples
GOVERNANCE TEAM - FIRST DRAFT REVIEW
First draft Wire Frame review
User flow review
Heuristic evaluation
User flow review
Heuristic evaluation
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
WIRE FRAME REVIEW / REFINEMENT
Second draft, Low Fidelity Wire Frame
User flow review
Heuristic evaluation
User flow review
Heuristic evaluation
Deliverables:
Second draft wireframe
User flow examples
Second draft wireframe
User flow examples
GOVERNANCE TEAM - FIRST DRAFT REVIEW
First Iteration Wire Frame agreement
User flow agreement
User flow agreement
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
USER TESTING - FIRST ITERATION
First Iteration, Low fidelity wire frame focus group
User flow A/B assessment
Task assessment
User flow A/B assessment
Task assessment
GOVERNANCE TEAM - FIRST ITERATION REVIEW
First Iteration Wire Frame findings
User Flow feedback
Task assessment feedback
User Flow feedback
Task assessment feedback
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
SECOND ITERATION - WIRE FRAME REFINEMENT
Refinements based upon initial findings
User Flow refinements
User Flow refinements
GOVERNANCE TEAM - SECOND ITERATION REVIEW
Second Iteration Wire Frame agreement
User Flow agreement
User Flow agreement
HIGH FIDELITY WIRE FRAME - FIRST ITERATION
Creative direction
Development of core functionality
Development of core functionality
GOVERNANCE TEAM - CREATIVE REVIEW
Creative A/B agreement
Content/language A/B agreement
Task assessment feedback
Content/language A/B agreement
Task assessment feedback
Deliverables:
Meeting minutes
Next stage deliverables and ownership
Meeting minutes
Next stage deliverables and ownership
USER TESTING - HIGH FIDELITY, FIRST ITERATION
High fidelity Iteration focus group
Creative A/B assessment
Content and language A/B assessment
Task assessment
Creative A/B assessment
Content and language A/B assessment
Task assessment
HIGH FIDELITY, FIRST ITERATION - REFINEMENT
Refinements based upon initial findings
User Flow refinements
User Flow refinements
