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4 Credits and Recognition A few weeks ago, I saw a friendly little tweet from a business congratulating a web agency on being nominated for an award. The business was quite happy for them and proud to boot — they commented on how the same agency designed their website, too. What seemed like a nice little shout-out actually made me feel a little disappointed. Why? In reality, I knew that the web agency didn’t actually design the site — I did, when I worked at a different agency responsible for the overall branding and identity. I certainly wasn’t disappointed at the business — after all, saying that someone designed your site when they were responsible for development is an easy mistake to make. Chances are, the person behind the tweets and status updates might not even know the difference between words like design and development. What really disappointed me was the reminder of how many web workers out there never explain their roles in a project when displaying work in a portfolio. If you’re strictly a developer and market yourself as such, there might be less room for confusion, but things can feel a little deceptive if you offer a wide range of services yet never credit the other players when collaboration is part of the game. Unfortunately, this was the case in this situation. Whatever happened to credit where credit’s due? Advertising attribution Have you ever thumbed through an advertising annual or browsed through the winners of an advertising awards website, like the campaign below from Kopenhagen Chocolate on Advertising Age? If so, it’s likely that you’ve noticed some big differences in how the work is credited. Everyone involved in a creative advertising project is mentioned. Art directors, writers, creative directors, photographers, illustrators and, of course, the agency all get a fair shot at fifteen minutes of fame. Why can’t we take this same idea and introduce it to our own showcases? Crediting on client sites Ah, the good old days of web rings, guestbooks, and under construction GIFs, when slipping in a cheeky “designed by” link in the footer of your masterpiece was just another common practice. These days most clients, especially larger companies and corporations, aren’t willing to have any names on their site except their own. If you’d still like to leave a little proof of authorship on a website, consider adding a humans.txt file to the root of the site and, if possible, add an author tag in the <head> of the site: <link type="text/plain" rel="author" href="http://domain/humans.txt"> It’s a great way to add more detailed information than just a meta name without being intrusive. The example on the humanstxt.org website serves to act as a guideline, but how much detail you add is completely up to you and your team. Part of the humans.txt file on humanstxt.org Alternatively, you can use the HTML5 rel="author" attribute to link to information about the author of the page in the form of a mailto: address, a link to a contact form, or a separate authors page. Crediting in portfolios While humans.txt is a great approach when you’re authoring a site, it’s even more important to clearly define your role in your own portfolio. While I believe it’s proper etiquette to include the names of folks you collaborated with, sometimes it might not be necessary (or even possible) to list every single person, especially if you’ve worked with a large agency. “Fake it till you make it” is not a term that should apply to your portfolio. Clearly stating your own responsibilities means that nobody else browsing your work samples will assume that you did more than your actual share, and being ambiguous about your role isn’t fair to yourself, or others. Before adding any work to your portfolio, ensure that you have permission from your client. Even if you included a clause in your contract about being allowed to post your work online, it’s always best to double-check. Sometimes you might not know if your work has been officially launched, and leaking something before it’s ready is bound to make a client frown. Examples There are plenty of portfolios out there that we can use for inspiration. Here are some examples that I like from other folks in the web industry: Anna Debenham In her portfolio, Anna outlines her responsibilities and those of others. In the description, Anna clearly explains her duties of doing the HTML and CSS, along with performing research and testing the prototype in schools. She also credits Laura Kalbag for the design work. Naomi Atkinson Design The work portfolio of Naomi Atkinson Design is short and to the point — they were responsible for the iPhone app design and IA for Artspotter. The portfolio of Naomi Atkinson Design states clearly what they did. Amber Weinberg Amber Weinberg is strictly a developer, but a potential client could see her portfolio and assume she might be a designer as well. To avoid any misunderstandings, she states her roles up front in a section called “What I Did,” supported by examples of her code. Amber Weinberg sets out all her roles in each of her portfolio’s case studies. What if someone doesn’t want to be credited? Let’s face it — we’ve all been there. A project, for whatever reason, turns out to be an absolute disaster and we don’t feel like it’s an accurate representation of the quality of our work. If you’re crediting someone else but suspect they might rather pretend it never happened, be sure to drop them a line and ask if they’d like to be included. And, if someone contacts you and asks to remove their name, don’t feel offended — just politely remove it. Get updating! Now that the holiday season is almost here, many of you might be planning to set aside some time for personal projects. Grab yourself a gingerbread latte and get those portfolios up to date. Remember, It doesn’t have to be long-winded, just honest. Happy holidays! 2013 Geri Coady gericoady 2013-12-16T00:00:00+00:00 https://24ways.org/2013/credits-and-recognition/ process
324 Debugging CSS with the DOM Inspector An Inspector Calls The larger your site and your CSS becomes, the more likely that you will run into bizarre, inexplicable problems. Why does that heading have all that extra padding? Why is my text the wrong colour? Why does my navigation have a large moose dressed as Noel Coward on top of all the links? Perhaps you work in a collaborative environment, where developers and other designers are adding code? In which case, the likelihood of CSS strangeness is higher. You need to debug. You need Firefox’s wise-guy know-it-all, the DOM Inspector. The DOM Inspector knows where everything is in your layout, and more importantly, what causes it to look the way it does. So without further ado, load up any css based site in your copy of Firefox (or Flock for that matter), and launch the DOM Inspector from the Tools menu. The inspector uses two main panels – the left to show the DOM tree of the page, and the right to show you detail: The Inspector will look at whatever site is in the front-most window or tab, but you can also use it without another window. Type in a URL at the top (A), press ‘Inspect’ (B) and a third panel appears at the bottom, with the browser view. I find this layout handier than looking at a window behind the DOM Inspector. Step 1 – find your node! Each element on your page – be it a HTML tag or a piece of text, is called a ‘node’ of the DOM tree. These nodes are all listed in the left hand panel, with any ID or CLASS attribute values next to them. When you first look at a page, you won’t see all those yet. Nested HTML elements (such as a link inside a paragraph) have a reveal triangle next to their name, clicking this takes you one level further down. This can be fine for finding the node you want to look at, but there are easier ways. Say you have a complex rounded box technique that involves 6 nested DIVs? You’d soon get tired of clicking all those triangles to find the element you want to inspect. Click the top left icon © – “Find a node to inspect by clicking on it” and then select the area you want to inspect. Boom! All that drilling down the DOM tree has been done for you! Huzzah! If you’re looking for an element that you know has an ID (such as <ul id="navigation">), or a specific HTML tag or attribute, click the binoculars icon (D) for “Finds a node to inspect by ID, tag or attribute” (You can also use Ctrl-F or Apple-F to do this if the DOM Inspector is the frontmost window) : Type in the name and Bam! You’re there! Pressing F3 will take you to any other instances. Notice also, that when you click on a node in the inspector, it highlights where it is in the browser view with a flashing red border! Now that we’ve found the troublesome node on the page, we can find out what’s up with it… Step 2 – Debug that node! Once the node is selected, we move over to the right hand panel. Choose ‘CSS Style Rules’ from the document menu (E), and all the CSS rules that apply to that node are revealed, in the order that they load: You’ll notice that right at the top, there is a CSS file you might not recognise, with a file path beginning with “resource://”. This is the browsers default CSS, that creates the basic rendering. You can mostly ignore this, especially if use the star selector method of resetting default browser styles. Your style sheets come next. See how helpful it is? It even tells you the line number where to find the related CSS rules! If you use CSS shorthand, you’ll notice that the values are split up (e.g margin-left, margin-right etc.). Now that you can see all the style rules affecting that node, the rest is up to you! Happy debugging! 2005 Jon Hicks jonhicks 2005-12-22T00:00:00+00:00 https://24ways.org/2005/debugging-css-with-the-dom-inspector/ process
130 Faster Development with CSS Constants Anyone even slightly familiar with a programming language will have come across the concept of constants – a fixed value that can be used through your code. For example, in a PHP script I might have a constant which is the email address that all emails generated by my application get sent to. $adminEmail = 'info@example.com'; I could then use $adminEmail in my script whenever I wanted an email to go to that address. The benefit of this is that when the client decides they want the email to go to a different address, I only need change it in one place – the place where I initially set the constant. I could also quite easily make this value user defined and enable the administrator to update the email address. Unfortunately CSS doesn’t support constants. It would be really useful to be able to define certain values initially and then use them throughout a CSS file, so in this article I’m going to take a look at some of the methods we do have available and provide pointers to more in depth commentary on each. If you have a different method, or tip to share please add it to the comments. So what options do we have? One way to get round the lack of constants is to create some definitions at the top of your CSS file in comments, to define ‘constants’. A common use for this is to create a ‘color glossary’. This means that you have a quick reference to the colors used in the site to avoid using alternates by mistake and, if you need to change the colors, you have a quick list to go down and do a search and replace. In the below example, if I decide I want to change the mid grey to #999999, all I need to do is search and replace #666666 with #999999 – assuming I’ve remember to always use that value for things which are mid grey. /* Dark grey (text): #333333 Dark Blue (headings, links) #000066 Mid Blue (header) #333399 Light blue (top navigation) #CCCCFF Mid grey: #666666 */ This is a fairly low-tech method, but if used throughout the development of the CSS files can make changes far simpler and help to ensure consistency in your color scheme. I’ve seen this method used by many designers however Garrett Dimon documents the method, with more ideas in the comments. Going server-side To truly achieve constants you will need to use something other than CSS to process the file before it is sent to the browser. You can use any scripting language – PHP, ASP, ColdFusion etc. to parse a CSS file in which you have entered constants. So that in a constants section of the CSS file you would have: $darkgrey = '#333333'; $darkblue = '#000066'; The rest of the CSS file is as normal except that when you come to use the constant value you would use the constant name instead of adding the color: p { color: $darkgrey; } Your server-side script could then parse the CSS file, replace the constant names with the constant values and serve a valid CSS file to the browser. Christian Heilmann has done just this for PHP however this could be adapted for any language you might have available on your server. Shaun Inman came up with another way of doing this that removes the need to link to a PHP script and also enables the adding of constants using the syntax of at-rules . This method is again using PHP and will require you to edit an .htaccess file. A further method is to generate static CSS files either using a script locally – if the constants are just to enable speed of development – or as part of the web application itself. Storing a template stylesheet with constant names in place of the values you will want to update means that your script can simply open the template, replace the variables and save the result as a new stylesheet file. While CSS constants are a real help to developers, they can also be used to add new functionality to your applications. As with the email address example that I used at the beginning of this article, using a combination of CSS and server-side scripting you could enable a site administrator to select the colours for a new theme to be used on a page of a content managed site. By using constants you need only give them the option to change certain parts of the CSS and not upload a whole different CSS file, which could lead to some interesting results! As we are unlikely to find real CSS constants under the tree this Christmas the above methods are some possibilities for better management of your stylesheets. However if you have better methods, CSS Constant horror stories or any other suggestions, add your comments below. 2006 Rachel Andrew rachelandrew 2006-12-02T00:00:00+00:00 https://24ways.org/2006/faster-development-with-css-constants/ process
101 Easing The Path from Design to Development As a web developer, I have the pleasure of working with a lot of different designers. There has been a lot of industry discussion of late about designers and developers, focusing on how different we sometimes are and how the interface between our respective phases of a project (that is to say moving from a design phase into production) can sometimes become a battleground. I don’t believe it has to be a battleground. It’s actually more like being a dance partner – our steps are different, but as long as we know our own part and have a little knowledge of our partner’s steps, it all goes together to form a cohesive dance. Albeit with less spandex and fewer sequins (although that may depend on the project in question). As the process usually flows from design towards development, it’s most important that designers have a little knowledge of how the site is going to be built. At the specialist web development agency I’m part of, we find that designs that have been well considered from a technical perspective help to keep the project on track and on budget. Based on that experience, I’ve put together my checklist of things that designers should consider before handing their work over to a developer to build. Layout One rookie mistake made by traditionally trained designers transferring to the web is to forget a web browser is not a fixed medium. Unlike designing a magazine layout or a piece of packaging, there are lots of available options to consider. Should the layout be fluid and resize with the window, or should it be set to a fixed width? If it’s fluid, which parts expand and which not? If it’s fixed, should it sit in the middle of the window or to one side? If any part of the layout is going to be flexible (get wider and narrower as required), consider how any graphics are affected. Images don’t usually look good if displayed at anything other that their original size, so should they behave? If a column is going to get wider than it’s shown in the Photoshop comp, it may be necessary to provide separate wider versions of any background images. Text size and content volume A related issue is considering how the layout behaves with both different sizes of text and different volumes of content. Whilst text zooming rather than text resizing is becoming more commonplace as the default behaviour in browsers, it’s still a fundamentally important principal of web design that we are suggesting and not dictating how something should look. Designs must allow for a little give and take in the text size, and how this affects the design needs to be taken into consideration. Keep in mind that the same font can display differently in different places and platforms. Something as simple as Times will display wider on a Mac than on Windows. However, the main impact of text resizing is the change in how much vertical space copy takes up. This is particularly important where space is limited by the design (making text bigger causes many more problems than making text smaller). Each element from headings to box-outs to navigation items and buttons needs to be able to expand at least vertically, if not horizontally as well. This may require some thought about how elements on the page may wrap onto new lines, as well as again making sure to provide extended versions of any graphical elements. Similarly, it’s rare theses days to know exactly what content you’re working with when a site is designed. Many, if not most sites are designed as a series of templates for some kind of content management system, and so designs cannot be tweaked around any specific item of content. Designs must be able to cope with both much greater and much lesser volumes of content that might be thrown in at the lorem ipsum phase. Particular things to watch out for are things like headings (how do they wrap onto multiple lines) and any user-generated items like usernames. It can be very easy to forget that whilst you might expect something like a username to be 8-12 characters, if the systems powering your site allow for 255 characters they’ll always be someone who’ll go there. Expect them to do so. Again, if your site is content managed or not, consider the possibility that the structure might be expanded in the future. Consider how additional items might be added to each level of navigation. Whilst it’s rarely desirable to make significant changes without revisiting the site’s information architecture more thoroughly, it’s an inevitable fact of life that the structure needs a little bit of flexibility to change over time. Interactions with and without JavaScript A great number of sites now make good use of JavaScript to streamline the user interface and make everything just that touch more usable. Remember, though, that any developer worth their salt will start by building the interface without JavaScript, get it all working, and then layer that JavaScript on top. This is to allow for users viewing the site without JavaScript available or enabled in their browser. Designers need to consider both states of any feature they’re designing – how it looks and functions with and without JavaScript. If the feature does something fancy with Ajax, consider how the same can be achieved with basic HTML forms, links and intermediary pages. These all need to be designed, because this is how some of your users will interact with the site. Logged in and logged out states When designing any type of web application or site that has a membership system – that is to say users can create an account and log into the site – the design will need to consider how any element is presented in both logged in and logged out states. For some items there’ll be no difference, whereas for others there may be considerable differences. Should an item be hidden completely not logged out users? Should it look different in some way? Perhaps it should look the same, but prompt the user to log in when they interact with it. If so, what form should that prompt take on and how does the user progress through the authentication process to arrive back at the task they were originally trying to complete? Couple logged in and logged out states with the possible absence of JavaScript, and every feature needs to be designed in four different states: Logged out with JavaScript available Logged in with JavaScript available Logged out without JavaScript available Logged in without JavaScript available Fonts There are three main causes of war in this world; religions, politics and fonts. I’ve said publicly before that I believe the responsibility for this falls squarely at the feet of Adobe Photoshop. Photoshop, like a mistress at a brothel, parades a vast array of ropey, yet strangely enticing typefaces past the eyes of weak, lily-livered designers, who can’t help but crumble to their curvy charms. Yet, on the web, we have to be a little more restrained in our choice of typefaces. The purest solution is always to make the best use of the available fonts, but this isn’t always the most desirable solution from a design point of view. There are several technical solutions such as techniques that utilise Flash (like sIFR), dynamically generated images and even canvas in newer browsers. Discuss the best approach with your developer, as every different technique has different trade-offs, and this may impact the design in other ways. Messaging Any site that has interactive elements, from a simple contact form through to fully featured online software application, involves some kind of user messaging. By this I mean the error messages when something goes wrong and the success and thank-you messages when something goes right. These typically appear as the result of an interaction, so are easy to forget and miss off a Photoshop comp. For every form, consider what gets displayed to the user if they make a mistake or miss something out, and also what gets displayed back when the interaction is successful. What do they see and where do the go next? With Ajax interactions, the user doesn’t get any visual feedback of the site waiting for a response from the server unless you design it that way. Consider using a ‘waiting’ or ‘in progress’ spinner to give the user some visual feedback of any background processes. How should these look? How do they animate? Similarly, also consider the big error pages like a 404. With luck, these won’t often be seen, but it’s at the point that they are when careful design matters the most. Form fields Depending on the visual style of your site, the look of a browser’s default form fields and buttons can sometimes jar. It’s understandable that many a designer wants to change the way they look. Depending on the browser in question, various things can be done to style form fields and their buttons (although it’s not as flexible as most would like). A common request is to replace the default buttons with a graphical button. This is usually achievable in most cases, although it’s not easy to get a consistent result across all browsers – particularly when it comes to vertical positioning and the space surrounding the button. If the layout is very precise, or if space is at a premium, it’s always best to try and live with the browser’s default form controls. Whichever way you go, it’s important to remember that in general, each form field should have a label, and each form should have a submit button. If you find that your form breaks either of those rules, you should double check. Practical tips for handing files over There are a couple of basic steps that a design can carry out to make sure that the developer has the best chance of implementing the design exactly as envisioned. If working with Photoshop of Fireworks or similar comping tool, it helps to group and label layers to make it easy for a developer to see which need to be turned on and off to get to isolate parts of the page and different states of the design. Also, if you don’t work in the same office as your developer (and so they can’t quickly check with you), provide a PDF of each page and state so that your developer can see how each page should look aside from any confusion with quick layers are switched on or off. These also act as a handy quick reference that can be used without firing up Photoshop (which can kill both productivity and your machine). Finally, provide a colour reference showing the RGB values of all the key colours used throughout the design. Without this, the developer will end up colour-picking from the comps, and could potentially end up with different colours to those you intended. Remember, for a lot of developers, working in a tool like Photoshop is like presenting a designer with an SSH terminal into a web server. It’s unfamiliar ground and easy to get things wrong. Be the expert of your own domain and help your colleagues out when they’re out of their comfort zone. That goes both ways. In conclusion When asked the question of how to smooth hand-over between design and development, almost everyone who has experienced this situation could come up with their own list. This one is mine, based on some of the more common experiences we have at edgeofmyseat.com. So in bullet point form, here’s my checklist for handing a design over. Is the layout fixed, or fluid? Does each element cope with expanding for larger text and more content? Are all the graphics large enough to cope with an area expanding? Does each interactive element have a state for with and without JavaScript? Does each element have a state for logged in and logged out users? How are any custom fonts being displayed? (and does the developer have the font to use?) Does each interactive element have error and success messages designed? Do all form fields have a label and each form a submit button? Is your Photoshop comp document well organised? Have you provided flat PDFs of each state? Have you provided a colour reference? Are we having fun yet? 2008 Drew McLellan drewmclellan 2008-12-01T00:00:00+00:00 https://24ways.org/2008/easing-the-path-from-design-to-development/ process
205 Why Design Systems Fail Design systems are so hot right now, and for good reason. They promote a modular approach to building a product, and ensure organizational unity and stability via reusable code snippets and utility styles. They make prototyping a breeze, and provide a common language for both designers and developers. A design system is a culmination of several individual components, which can include any or all of the following (and more): Style guide or visual pattern library Design tooling (e.g. Sketch Library) Component library (where the components live in code) Code usage guidelines and documentation Design usage documentation Voice and tone guideline Animation language guideline Design systems are standalone (internal or external) products, and have proven to be very effective means of design-driven development. However, in order for a design system to succeed, everyone needs to get on board. I’d like to go over a few considerations to ensure design system success and what could hinder that success. Organizational Support Put simply, any product, including internal products, needs support. Something as cross-functional as a design system, which spans every vertical project team, needs support from the top and bottom levels of your organization. What I mean by that is that there needs to be top-level support from project managers up through VP’s to see the value of a design system, to provide resources for its implementation, and advocate for its use company-wide. This is especially important in companies where such systems are being put in place on top of existing, crufty codebases, because it may mean there needs to be some time and effort put in the calendar for refactoring work. Support from the bottom-up means that designers and engineers of all levels also need to support this system and feel responsibility for it. A design system is an organization’s product, and everyone should feel confident contributing to it. If your design system supports external clients as well (such as contractors), they too can become valuable teammates. A design system needs support and love to be nurtured and to grow. It also needs investment. Investment To have a successful design system, you need to make a continuous effort to invest resources into it. I like to compare this to working out. You can work out intensely for 3 months and see some gains, but once you stop working out, those will slowly fade away. If you continue to work out, even if its less often than the initial investment, you’ll see yourself maintaining your fitness level at a much higher rate than if you stopped completely. If you invest once in a design system (say, 3 months of overhauling it) but neglect to keep it up, you’ll face the same situation. You’ll see immediate impact, but that impact will fade as it gets out of sync with new designs and you’ll end up with strange, floating bits of code that nobody is using. Your engineers will stop using it as the patterns become outdated, and then you’ll find yourself in for another round of large investment (while dreading going through the process since its fallen so far out of shape). With design systems, small incremental investments over time lead to big gains overall. With this point, I also want to note that because of how they scale, design systems can really make a large impact across the platform, making it extremely important to really invest in things like accessibility and solid architecture from the start. You don’t want to scale a brittle system that’s not easy to use. Take care of your design systems, and keep working on them to ensure their effectiveness. One way to ensure this is to have a dedicated team working on this design system, managing tickets and styling updates that trickle out to the rest of your company. Responsibility With some kind of team to act as an owner of a design system, whether it be the design team, engineering team, or a new team made of both designers and engineers (the best option), your company is more likely to keep a relevant, up-to-date system that doesn’t break. This team is responsible for a few things: Helping others get set up on the system (support) Designing and building components (development) Advocating for overall UI consistency and adherence (evangelism) Creating a rollout plan and update system (product management) As you can see, these are a lot of roles, so it helps to have multiple people on this team, at least part of the time, if you can. One thing I’ve found to be effective in the past is to hold office hours for coworkers to book slots within to help them get set up and to answer any questions about using the system. Having an open Slack channel also helps for this sort of thing, as well as for bringing up bugs/issues/ideas and being an channel for announcements like new releases. Communication Once you have resources and a plan to invest in a design system, its really important that this person or team acts as a bridge between design and engineering. Continuous communication is really important here, and the way you communicate is even more important. Remember that nobody wants to be told what to do or prescribed a solution, especially developers, who are used to a lot of autonomy (usually they get to choose their own tools at work). Despite how much control the other engineers have on the process, they need to feel like they have input, and feel heard. This can be challenging, especially since ultimately, some party needs to be making a final decision on direction and execution. Because it’s a hard balance to strike, having open communication channels and being as transparent as possible as early as possible is a good start. Buy-in For all of the reasons we’ve just looked over, good communication is really important for getting buy-in from your users (the engineers and designers), as well as from product management. Building and maintaining a design system is surprisingly a lot of people-ops work. To get buy-in where you don’t have a previous concensus that this is the right direction to take, you need to make people want to use your design system. A really good way to get someone to want to use a product is to make it the path of least resistance, to show its value. Gather examples and usage wins, because showing is much more powerful than telling. If you can, have developers use your product in a low-stakes situation where it provides clear benefits. Hackathons are a great place to debut your design system. Having a hackathon internally at DigitalOcean was a perfect opportunity to: Evangelize for the design system See what people were using the component library for and what they were struggling with (excellent user testing there) Get user feedback afterward on how to improve it in future iterations Let people experience the benefits of using it themselves These kinds of moments, where people explore on their own are where you can really get people on your side and using the design system, because they can get their hands on it and draw their own conclusions (and if they don’t love it — listen to them on how to improve it so that they do). We don’t always get so lucky as to have this sort of instantaneous user feedback from our direct users. Architecture I briefly mentioned the scalable nature of design systems. This is exactly why it’s important to develop a solid architecture early on in the process. Build your design system with growth and scalability in mind. What happens if your company acquires a new product? What happens when it develops a new market segment? How can you make sure there’s room for customization and growth? A few things we’ve found helpful include: Namespacing Use namespacing to ensure that the system doesn’t collide with existing styles if applying it to an existing codebase. This means prefixing every element in the system to indicate that this class is a part of the design system. To ensure that you don’t break parts of the existing build (which may have styled base elements), you can namespace the entire system inside of a parent class. Sass makes this easy with its nested structure. This kind of namespacing wouldn’t be necessary per se on new projects, but it is definitely useful when integrating new and old styles. Semantic Versioning I’ve used Semantic Versioning on all of the design systems I’ve ever worked on. Semantic versioning uses a system of Major.Minor.Patch for any updates. You can then tag released on Github with versioned updates and ensure that someone’s app won’t break unintentionally when there is an update, if they are anchored to a specific version (which they should be). We also use this semantic versioning as a link with our design system assets at DigitalOcean (i.e. Sketch library) to keep them in sync, with the same version number corresponding to both Sketch and code. Our design system is served as a node module, but is also provided as a series of built assets using our CDN for quick prototyping and one-off projects. For these built assets, we run a deploy script that automatically creates folders for each release, as well as a latest folder if someone wanted the always-up-to-date version of the design system. So, semantic versioning for the system I’m currently building is what links our design system node module assets, sketch library assets, and statically built file assets. The reason we have so many ways of consuming our design system is to make adoption easier and to reduce friction. Friction A while ago, I posed the question of why design systems become outdated and unused, and a major conclusion I drew from the conversation was: “If it’s harder for people to use than their current system, people just won’t use it” You have to make your design system the path of least resistance, lowering cognitive overhead of development, not adding to it. This is vital. A design system is intended to make development much more efficient, enforce a consistent style across sites, and allow for the developer to not worry as much about small decisions like naming and HTML semantics. These are already sorted out for them, meaning they can focus on building product. But if your design system is complicated and over-engineered, they may find it frustrating to use and go back to what they know, even if its not the best solution. If you’re a Sass expert, and base your system on complex mixins and functions, you better hope your user (the developer) is also a Sass expert, or wants to learn. This is often not the case, however. You need to talk to your audience. With the DigitalOcean design system, we provide a few options: Option 1 Users can implement the component library into a development environment and use Sass, select just the components they want to include, and extend the system using a hook-based system. This is the most performant and extensible output. Only the components that are called upon are included, and they can be easily extended using mixins. But as noted earlier, not everyone wants to work this way (including Sass a dependency and potentially needing to set up a build system for it and learn a new syntax). There is also the user who just wants to throw a link onto their page and have it look nice, and thats where our versioned built assets come in. Option 2 With Option 2, users pull in links that are served via a CDN that contain JS, CSS, and our SVG icon library. The code is a bit bigger than the completely customized version, but often this isn’t the aim when people are using Option 2. Reducing friction for adoption should be a major goal of your design system rollout. Conclusion Having a design system is really beneficial to any product, especially as it grows. In order to have an effective system, it’s important to primarily always keep your user in mind and garner support from your entire company. Once you have support and acceptance, this system will flourish and grow. Make sure someone is responsible for it, and make sure its built with a solid foundation from the start which will be carefully maintained toward the future. Good luck, and happy holidays! 2017 Una Kravets unakravets 2017-12-14T00:00:00+00:00 https://24ways.org/2017/why-design-systems-fail/ process
107 Using Google App Engine as Your Own Content Delivery Network Do you remember, years ago, when hosting was expensive, domain names were the province of the rich, and you hosted your web pages on Geocities? It seems odd to me now that there was a time when each and every geek didn’t have his own top-level domain and super hosting setup. But as the parts became more and more affordable a man could become an outcast if he didn’t have his own slightly surreal-sounding TLD. And so it will be in the future when people realise with surprise there was a time before affordable content delivery networks. A content delivery network, or CDN, is a system of servers spread around the world, serving files from the nearest physical location. Instead of waiting for a file to find its way from a server farm in Silicon Valley 8,000 kilometres away, I can receive it from London, Dublin, or Paris, cutting down the time I wait. The big names — Google, Yahoo, Amazon, et al — use CDNs for their sites, but they’ve always been far too expensive for us mere mortals. Until now. There’s a service out there ready for you to use as your very own CDN. You have the company’s blessing, you won’t need to write a line of code, and — best of all — it’s free. The name? Google App Engine. In this article you’ll find out how to set up a CDN on Google App Engine. You’ll get the development software running on your own computer, tell App Engine what files to serve, upload them to a web site, and give everyone round the world access to them. Creating your first Google App Engine project Before we do anything else, you’ll need to download the Google App Engine software development kit (SDK). You’ll need Python 2.5 too — you won’t be writing any Python code but the App Engine SDK will need it to run on your computer. If you don’t have Python, App Engine will install it for you (if you use Mac OS X 10.5 or a Linux-based OS you’ll have Python; if you use Windows you won’t). Done that? Excellent, because that’s the hardest step. The rest is plain sailing. You’ll need to choose a unique ‘application id’ — nothing more than a name — for your project. Make sure it consists only of lowercase letters and numbers. For this article I’ll use 24ways2008, but you can choose anything you like. On your computer, create a folder named after your application id. This folder can be anywhere you want: your desktop, your documents folder, or wherever you usually keep your web files. Within your new folder, create a folder called assets, and within that folder create three folders called images, css, and javascript. These three folders are the ones you’ll fill with files and serve from your content delivery network. You can have other folders too, if you like. That will leave you with a folder structure like this: 24ways2008/ assets/ css/ images/ javascript/ Now you need to put a few files in these folders, so we can later see our CDN in action. You can put anything you want in these folders, but for this example we’ll include an HTML file, a style sheet, an image, and a Javascript library. In the top-level folder (the one I’ve called 24ways2008), create a file called index.html. Fill this with any content you want. In the assets/css folder, create a file named core.css and throw in a couple of CSS rules for good measure. In the assets/images directory save any image that takes your fancy — I’ve used the silver badge from the App Engine download page. Finally, to fill the JavaScript folder, add in this jQuery library file. If you’ve got the time and the inclination, you can build a page that uses all these elements. So now we should have a set of files and folders that look something like this: 24ways2008/ assets/ index.html css/ core.css images/ appengine-silver-120x30.gif javascript/ jquery-1.2.6.min.js Which leaves us with one last file to create. This is the important one: it tells App Engine what to do with your files. It’s named app.yaml, it sits at the top-level (inside the folder I’ve named 24ways2008), and it needs to include these lines: application: 24ways2008 version: 1 runtime: python api_version: 1 handlers: - url: / static_files: assets/index.html upload: assets/index.html - url: / static_dir: assets You need to make sure you change 24ways2008 on the first line to whatever you chose as your application id, but otherwise the content of your app.yaml file should be identical. And with that, you’ve created your first App Engine project. If you want it, you can download a zip file containing my project. Testing your project As it stands, your project is ready to be uploaded to App Engine. But we couldn’t call ourselves professionals if we didn’t test it, could we? So, let’s put that downloaded SDK to good use and run the project from your own computer. One of the files you’ll find App Engine installed is named dev_appserver.py, a Python script used to simulate App Engine on your computer. You’ll find lots of information on how to do this in the documentation on the development web server, but it boils down to running the script like so (the space and the dot at the end are important): dev_appserver.py . You’ll need to run this from the command-line: Mac users can run the Terminal application, Linux users can run their favourite shell, and Windows users will need to run it via the Command Prompt (open the Start menu, choose ‘Run…’, type ‘cmd‘, and click ‘OK’). Before you run the script you’ll need to make sure you’re in the project folder — in my case, as I saved it to my desktop I can go there by typing cd ~/Desktop/24ways2008 in my Mac’s Terminal app; if you’re using Windows you can type cd "C:\Documents and Settings\username\Desktop\24ways2008" If that’s successful, you’ll see a few lines of output, the last looking something like this: INFO 2008-11-22 14:35:00,830 dev_appserver_main.py] Running application 24ways2008 on port 8080: http://localhost:8080 Now you can power up your favourite browser, point it to http://localhost:8080/, and you’ll see the page you saved as index.html. You’ll also find your CSS file at http://localhost:8080/css/core.css. In fact, anything you put inside the assets folder in the project will be accessible from this domain. You’re running our own App Engine web server! Note that no-one else will be able to see your files: localhost is a special domain that you can only see from your computer — and once you stop the development server (by pressing Control–C) you’ll not be able to see the files in your browser until you start it again. You might notice a new file has turned up in your project: index.yaml. App Engine creates this file when you run the development server, and it’s for internal App Engine use only. If you delete it there are no ill effects, but it will reappear when you next run the development server. If you’re using version control (e.g. Subversion) there’s no need to keep a copy in your repository. So you’ve tested your project and you’ve seen it working on your own machine; now all you need to do is upload your project and the world will be able to see your files too. Uploading your project If you don’t have a Google account, create one and then sign in to App Engine. Tell Google about your new project by clicking on the ‘Create an Application’ button. Enter your application id, give the application a name, and agree to the terms and conditions. That’s it. All we need do now is upload the files. Open your Mac OS X Terminal, Windows Command Prompt, or Linux shell window again, move to the project folder, and type (again, the space and the dot at the end are important): appcfg.py update . Enter your email address and password when prompted, and let App Engine do it’s thing. It’ll take no more than a few seconds, but in that time App Engine will have done the equivalent of logging in to an FTP server and copying files across. It’s fairly understated, but you now have your own project up and running. You can see mine at http://24ways2008.appspot.com/, and everyone can see yours at http://your-application-id.appspot.com/. Your files are being served up over Google’s content delivery network, at no cost to you! Benefits of using Google App Engine The benefits of App Engine as a CDN are obvious: your own server doesn’t suck up the bandwidth, while your visitors will appreciate a faster site. But there are also less obvious benefits. First, once you’ve set up your site, updating it is an absolute breeze. Each time you update a file (or a batch of files) you need only run appcfg.py to see the changes appear on your site. To paraphrase Joel Spolsky, a good web site must be able to be updated in a single step. Many designers and developers can’t make that claim, but with App Engine, you can. App Engine also allows multiple people to work on one application. If you want a friend to be able to upload files to your site you can let him do so without giving him usernames and passwords — all he needs is his own Google account. App Engine also gives you a log of all actions taken by collaborators, so you can see who’s made updates, and when. Another bonus is the simple version control App Engine offers. Do you remember the file named app.yaml you created a while back? The second line looked like this: version: 1 If you change the version number to 2 (or 3, or 4, etc), App Engine will keep a copy of the last version you uploaded. If anything goes wrong with your latest version, you can tell App Engine to revert back to that last saved version. It’s no proper version control system, but it could get you out of a sticky situation. One last thing to note: if you’re not happy using your-application-id.appspot.com as your domain, App Engine will quite happily use any domain you own. The weak points of Google App Engine In the right circumstances, App Engine can be a real boon. I run my own site using the method I’ve discussed above, and I’m very happy with it. But App Engine does have its disadvantages, most notably those discussed by Aral Balkan in his post ‘Why Google App Engine is broken and what Google must do to fix it‘. Aral found the biggest problems while using App Engine as a web application platform; I wouldn’t recommend using it as such either (at least for now) but for our purposes as a CDN for static files, it’s much more worthy. Still, App Engine has two shortcomings you should be aware of. The first is that you can’t host a file larger than one megabyte. If you want to use App Engine to host that 4.3MB download for your latest-and-greatest desktop software, you’re out of luck. The only solution is to stick to smaller files. The second problem is the quota system. Google’s own documentation says you’re allowed 650,000 requests a day and 10,000 megabytes of bandwidth in and out (20,000 megabytes in total), which should be plenty for most sites. But people have seen sites shut down temporarily for breaching quotas — in some cases after inexplicable jumps in Google’s server CPU usage. Aral, who’s seen it happen to his own sites, seemed genuinely frustrated by this, and if you measure your hits in the hundreds of thousands and don’t want to worry about uptime, App Engine isn’t for you. That said, for most of us, App Engine offers a fantastic resource: the ability to host files on Google’s own content delivery network, at no charge. Conclusion If you’ve come this far, you’ve seen how to create a Google App Engine project and host your own files on Google’s CDN. You’ve seen the great advantages App Engine offers — an excellent content delivery network, the ability to update your site with a single command, multiple authors, simple version control, and the use of your own domain — and you’ve come across some of its weaknesses — most importantly the limit on file sizes and the quota system. All that’s left to do is upload those applications — but not before you’ve finished your Christmas shopping. 2008 Matt Riggott mattriggott 2008-12-06T00:00:00+00:00 https://24ways.org/2008/using-google-app-engine-as-your-own-cdn/ process
226 Documentation-Driven Design for APIs Documentation is like gift wrapping. It seems like superfluous fluff, but your family tends to be rather disappointed when their presents arrive in supermarket carrier bags, so you have to feign some sort of attempt at making your gift look enticing. Documentation doesn’t have to be all hard work and sellotaping yourself to a table – you can make it useful and relevant. Documentation gets a pretty rough deal. It tends to get left until the end of a project, when some poor developer is assigned the ‘document project’ ticket and wades through each feature of Whizzy New API 3.0 and needs to recall exactly what each method is meant to do. That’s assuming any time is left for documentation at all. The more common outcome resembles last minute homework scribbled on a post-it note, where just the bare bones of what’s available are put out for your users, and you hope that you’ll spot the inconsistencies and mistakes before they do. Wouldn’t it be nicer for everyone if you could make documentation not only outstanding for your users, but also a valuable tool for your development team – so much so that you couldn’t imagine writing a line of code before you’d documented it? Documentation needs to have three main features: It should have total coverage and document all the features of your project. Private methods should be documented for your developers, and public features need to be available to your users. It should be consistent – a user should know what to expect from your documentation, and terminology should be accurate to your language. It should be current – and that means staying accurate as new versions of your code base are released. But you can also get these bonuses: Act as a suggested specification – a guide that will aid a developer in making something consistent and usable. It can test your API quality. It can enhance the communication skills within your development team. So how do we get our documentation to be rich and full of features, instead of a little worn out like Boxing Day leftovers? Write your documentation first When I say first, I mean first. Not after you’ve started writing the code. Not even after you’ve started writing your unit tests. First. You may or may not have been provided with a decent specification, but the first job should be to turn your requirements for a feature into documentation. It works best when it takes the form of in-code comments. It works even better when your in-code comments take a standard documentation format that you can later use to generate published documentation for your users. This has the benefit of immediately making your docs as version controlled as your code-base, and it saves having to rewrite, copy or otherwise harass your docs into something legible later on. Almost all languages have a self-documentation format these days. My choice of format for JavaScript is JSDocToolkit, and the sort of things I look for are the ability to specify private and public methods, full options object statements (opts as Opts only is a no-no), and the ability to include good examples. So, our example for today will be a new festive feature for a JavaScript API. We’ve been asked to specify a sled for Santa to get around the world to give out toys: Santa needs to be able to travel around the world in one night to deliver toys to children, and he’ll need some reindeer to pull his sled. As documentation, it would look like: /** @name Sled @extends Vehicle @constructor @description Create a new sled to send Santa around the world to deliver toys to good kids. @param {Object} [opts] Options @param {number} [opts.capacity='50'] Set the capacity of the sled @param {string} [opts.pilot='santa'] The pilot of the sled. @example // Create a sled and specify some reindeer. new Sled().reindeer(['Dasher', 'Dancer', 'Prancer', 'Vixen', 'Comet', 'Cupid']); */ By breaking it down as documentation, you can, for example, hand this over to another developer without the need to explain the feature in much depth, and they’ll develop something that has to match this piece of documentation. It specifies everything that is important to this feature – its default values and types, and where it inherits other features from. We know that we need to specify some way of setting reindeer to pull the sled and also some toys to give, and so we can quickly specify extra methods for the sled: /* @name vehicle.Sled#reindeer @function @description Set the reindeer that will pull Santa's sled. @param {string[]} reindeer A list of the reindeer. @example // specifying some reindeer Sled().reindeer(['Dasher', 'Dancer', 'Rudolph', 'Vixen']); */ /* @name vehicle.Sled#toys @function @description Add a list of toys and recipients to the Sled. @param {Object[]} toys A list of toys and who will receive them. @example // Adding toys to the sled Sled().toys([ {name:'Brian', toy:'Fire Engine'}, {name:'Drew', toy:'Roller-skates'}, {name:'Anna', toy:'Play-doh'}, ... ]); */ Job done! You’ve got a specification to share with your team and something useful for your users in the form of full examples, and you didn’t even have to open another text editor. Use your documentation to share knowledge Documentation isn’t just for users. It’s also used by internal developers to explain what they’ve written and how it works. This is especially valuable where the team is large or the code-base sprawling. So, returning to our example, the next step would be to share with the rest of the team (or at least a selection of the team if yours is large) what the documentation looks like. This is useful for two main reasons: They can see if they understand what the documentation says the feature will do. It’s best if they haven’t seen the requirement before. If your fellow developers can’t work out what ‘MagicMethodX’ is going to return from the docs, neither can your users. They can check that the feature accomplishes everything that they expect to, and that it’s consistent with the rest of the functionality. On previous projects, we’ve taken to referring to this stage of the development process as the ‘bun fight’. It’s a chance for everyone to have an honest say and throw a few pies without actually causing anyone to have to rewrite any code. If you can identify at this stage that a feature is over-complicated, lacking or just plain useless, you’ll all be much happier to throw out a few lines of documentation than you may have been to throw out a partial, or even complete, piece of functionality. Documentation has your back The final benefit to working in this way is that your documentation not only remains accurate, it’s always as accurate as your latest release. It can’t fall behind. You can increase the likelihood that your docs will remain up to date by unit testing your examples. Returning to the previous example, we can add a QUnit unit test to the expected output with ease during the build process – we know exactly how the code will look and, with the @example tag, we can identify easily where to find the bits that need testing. If it’s tested it’ll definitely work as you expect it to when a user copy and pastes it. You’re ensuring quality from idea to implementation. As an extra bauble, the best thing about a system like JSDocToolkit is that it’ll take your inline comments and turn them into beautiful sites, as good systems will allow for customised output templates. You’ll be producing full-featured sites for your projects and plugins with almost no extra effort, but all the benefits. 2010 Frances Berriman francesberriman 2010-12-11T00:00:00+00:00 https://24ways.org/2010/documentation-driven-design-for-apis/ process
112 User Styling During the recent US elections, Twitter decided to add an ‘election bar’ as part of their site design. You could close it if it annoyed you, but the action wasn’t persistent and the bar would always come back like a bad penny. The solution to common browsing problems like this is CSS. ‘User styling’ (or the creepy ‘skinning’) is the creation of CSS rules to customise and personalise a particular domain. Aside from hiding adverts and other annoyances, there are many reasons for taking the time and effort to do it: Improving personal readability by changing text size and colour Personalising the look of a web app like GMail to look less insipid Revealing microformats Sport! My dreams of site skinning tennis are not yet fully realised, but it’ll be all the rage by next Christmas, believe me. Hopefully you’re now asking “But how? HOW?!”. The process of creating a site skin is roughly as follows: See something you want to change Find out what it’s called, and if any rules already apply to it Write CSS rule(s) to override and/or enhance it. Apply the rules So let’s get stuck in… See something Let’s start small with Multimap.com. Look at that big header – it takes up an awful lot of screen space doesn’t it? No matter, we can fix it. Tools Now we need to find out where that big assed header is in the DOM, and make overriding CSS rules. The best tool I’ve found yet is the Mac OS X app, CSS Edit. It utilises a slick ‘override stylesheets’ function and DOM Inspector. Rather than give you all the usual DOM inspection tools, CSS Edit’s is solely concerned with style. Go into ‘X-Ray’ mode, click an element, and look at the inspector window to see every style rule governing it. Click the selector to be taken to where it lives in the CSS. It really is a user styling dream app. Having said all that, you can achieve all this with free, cross platform tools – namely Firefox with the Firebug and Stylish extensions. We’ll be using them for these examples, so make sure you have them installed if you want to follow along. Using Firebug, we can see that the page is very helpfully marked up, and that whole top area is simply a div with an ID of header. Change Something When you installed Stylish, it added a page and brush icon to your status bar. Click on that, and choose Write Style > for Multimap.com. The other options allow you to only create a style for a particular part of a website or URL, but we want this to apply to the whole of Multimap: The ‘Add Style’ window then pops up, with the @-moz-document query at the top: @namespace url(http://www.w3.org/1999/xhtml); @-moz-document domain("multimap.com") { } All you need to do is add the CSS to hide the header, in between the curly brackets. @namespace url(http://www.w3.org/1999/xhtml); @-moz-document domain("multimap.com") { #header {display: none;} } A click of the preview button shows us that it’s worked! Now the map appears further up the page. The ethics of hiding adverts is a discussion for another time, but let’s face it, when did you last whoop at the sight of a banner? Make Something Better If we’re happy with our modifications, all we need to do is give it a name and save. Whenever you visit Multimap.com, the style will be available. Stylish also allows you to toggle a style on/off via the status bar menu. If you feel you want to share this style with the world, then userstyles.org is the place to do it. It’s a grand repository of customisations that Stylish connects with. Whenever you visit a site, you can see if anyone else has written a style for it, again, via the status bar menu “Find Styles for this Page”. Selecting this with “BBC News” shows that there are plenty of options, ranging from small layout tweaks to redesigns: What’s more, whenever a style is updated, Stylish will notify you, and offer a one-click process to update it. This does only work in Firefox and Flock, so I’ll cover ways of applying site styles to other browsers later. Specific Techniques Important! In the Multimap example there wasn’t a display specified on that element, but it isn’t always going to be that easy. You may have spent most of your CSS life being a good designer and not resorting to adding !important to give your rule priority. There’s no way to avoid this in user styling – if you’re overriding an existing rule it’s a necessity! Be prepared to be typing !important a lot. Star Selector The Universal Selector is a particularly useful way to start a style. For example, if we want to make Flickr use Helvetica before Arial (as they should’ve done!), we can cover all occurrences with just one rule: * {font-family: "Helvetica Neue", Helvetica, sans-serif !important;} You can also use it to select ‘everything within an element’, by placing it after the element name: #content * {font-family: "Helvetica Neue", Helvetica, sans-serif !important;} Swapping Images If you’re changing something a little more complex, such as Google Reader, then at some point you’ll probably want to change an <img>. The technique for replacing an image involves: making your replacement image the background of the <img> tag adding padding top and left to the size of you image to push the ‘top’ image away making the height and width zero. The old image is then pushed out of the way and hidden from view, allowing the replacement in the background to be revealed. Targeting the image may require using an attribute selector: img[src="/reader/ui/3544433079-tree-view-folder-open.gif"] { padding: 16px 0 0 16px; width: 0 !important; height: 0 !important; background-image: url(data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAQCAYA AAAf8/9hAAAABHNCSVQICAgIfAhkiAAAAAlwSFlzAAALEgAACxIB0t1+/AAAA Bx0RVh0U29mdHdhcmUAQWRvYmUgRmlyZXdvcmtzIENTM5jWRgMAAAAVdE VYdENyZWF0aW9uIFRpbWUAMjkvNi8wOJJ/BVgAAAG3SURBVDiNpZIhb5RBEIaf 2W+vpIagIITSBIHBgsGjEYQaFLYShcITDL+ABIPnh4BFN0GQNFA4Cnf3fbszL2L3 jiuEVLDJbCazu8+8Mzsmif9ZBvDy7bvXlni0HRe8eXL/zuPzABng62J5kFKaAQS QgJAOgHMB9vDZq+d71689Hcyw9LfAZAYdioE10VSJo6OPL/KNvSuHD+7dhU 0vHEsDUUWJChIlYJIjFx5BuMB2mJY/DnMoOJl/R147oBUR0QAm8LAGCOEh3IO ULiAl8jSOy/nPetGsbGRKjktEiBCEHMlQj4loCuu4zCXCi4lUHTNDtGqEiACTqAFSI OgAUAKv4bkWVy2g6tAbJtGy0TNugM3HADmlurKH27dVZSecxjboXggiAsMItR h99wTILdewYRpXVJWtY85k7fPW8e1GpJFJacgesXs6VYYomz9G2yDhwPB7NEB BDAMK7WYJlisYVBCpfaJBeB+eocFyVyAgCaoMCTJSTOOCWSyILrAnaXpSexRsx GGAZ0AR+XT+5fjzyfwSpnUB/1w64xizVI/t6q3b+58+vJ96mWtLf9haxNoc8M v7N3d+AT4XPcFIxghoAAAAAElFTkSuQmCC) no-repeat !important; } Woah boy! What was all that gubbins in the background-image? It was a Data URI, and you can create these easily with Hixie’s online tool. It’s simply the image translated into text so that it can be embedded in the CSS, cutting down on the number of http requests. It’s also a necessity with Mozilla browsers, as they don’t allow user CSS to reference images stored locally. Converting images to URI’s avoids this, as well as making a style easily portable – no images folder to pass around. Don’t forget all your other CSS techniques at your disposal: inserting your own content with :before and :after pseudo classes, make elements semi-transparent with opacity and round box corners without hacking . You can have fun, and for once, enjoy the freedom of not worrying about IE! User styling without Stylish Instead of using the Stylish extension, you can add rules to the userContent.css file, or use @import in that file to load a separate stylesheet. You can find this is in /Library/Application Support/Camino/chrome/ on OS X, or C/Program Files/Mozilla Firefox/Chrome on Windows. This is only way to apply user styles in Camino, but what about other browsers? Opera & Omniweb: Both allow you to specify a custom CSS file as part of the site’s preferences. Opera also allows custom javascript, using the same syntax as Greasemonkey scripts (more on that below) Safari There are a few options here: the PithHelmet and SafariStand haxies both allow custom stylesheets, or alternatively, a Greasemonkey style user script can employed via GreaseKit. The latter is my favoured solution on my Helvetireader theme, as it can allow for more prescriptive domain rules, just like the Mozilla @-moz-document method. User scripts are also the solution supported by the widest range of browsers. What now? Hopefully I’ve given you enough information for you to be able start making your own styles. If you want to go straight in and tackle the ‘Holy Grail’, then off with you to GMail – I get more requests to theme that than anything else! If you’re a site author and want to encourage this sort of tom foolery, a good way is to provide a unique class or ID name with the body tag: <body id="journal" class="hicksdesign-co-uk"> This makes it very easy to write rules that only apply to that particular site. If you wanted to use Safari without any of the haxies mentioned above, this method means you can include rules in a general CSS file (chosen via Preferences > Advanced > Stylesheet) without affecting other sites. One final revelation on user styling – it’s not just for web sites. You can tweak the UI of Firefox itself with the userChrome.css. You’ll need to use the in-built DOM Inspector instead of Firebug to inspect the window chrome, instead of a page. Great if you want to make small tweaks (changing the size of tab text for example) without creating a full blown theme. 2008 Jon Hicks jonhicks 2008-12-03T00:00:00+00:00 https://24ways.org/2008/user-styling/ process
62 Being Customer Supportive Every day in customer support is an inbox, a Twitter feed, or a software forum full of new questions. Each is brimming with your customers looking for advice, reassurance, or fixes for their software problems. Each one is an opportunity to take a break from wrestling with your own troublesome tasks and assist someone else in solving theirs. Sometimes the questions are straightforward and can be answered in a few minutes with a short greeting, a link to a help page, or a prewritten bit of text you use regularly: how to print a receipt, reset a password, or even, sadly, close your account. More often, a support email requires you to spend some time unpacking the question, asking for more information, and writing a detailed personal response, tailored to help that particular user on this particular day. Here I offer a few of my own guidelines on how to make today’s email the best support experience for both me and my customer. And even if you don’t consider what you do to be customer support, you might still find the suggestions useful for the next time you need to communicate with a client, to solve a software problem with teammates, or even reach out and ask for help yourself. (All the examples appearing in this article are fictional. Any resemblance to quotes from real, software-using persons is entirely coincidental. Except for the bit about Star Wars. That happened.) Who’s TAHT girl I’ll be honest: I briefly tried making these recommendations into a clever mnemonic like FAST (facial drooping, arm weakness, speech difficulties, time) or PAD (pressure, antiseptic, dressing). But instead, you get TAHT: tone, ask, help, thank. Ah, well. As I work through each message in my support queue, I listen to the tone of the email ask clarifying questions bring in extra help as needed and thank the customer when the problem is solved. Let’s open an email and get started! Leave your message at the sound of the tone With our enthusiasm for emoji, it can be very hard to infer someone’s tone from plain text. How much time have you spent pondering why your friend responded with “Thanks.” instead of “Thanks!”? I mean, why didn’t she :grin: or :wink: too? Our support customers, however, are often direct about how they’re feeling: I’m working against a deadline. Need this fixed ASAP!!!! This hasn’t worked in a week and I am getting really frustrated. I’ve done this ten times before and it’s always worked. I must be missing something simple. They want us to understand the urgency of this from their point of view, just as much as we want to help them in a timely manner. How this information is conveyed gives us an instant sense of whether they are frustrated, angry, or confused—and, just as importantly, how frustrated-angry-confused they are. Listen to this tone before you start writing your reply. Here are two ways I might open an email: “I’m sorry that you ran into trouble with this.” “Sorry you ran into trouble with this!” The content is largely the same, but the tone is markedly different. The first version is a serious, staid reaction to the problem the customer is having; the second version is more relaxed, but no less sincere. Matching the tone to the sender’s is an important first step. Overusing exclamation points or dropping in too-casual language may further upset someone who is already having a crummy time with your product. But to a cheerful user, a formal reply or an impersonal form response can be off-putting, and damage a good relationship. When in doubt, I err on the side of being too formal, rather than sending a reply that may be read as flip or insincere. But whichever you choose, matching your correspondent’s tone will make for a more comfortable conversation. Catch the ball and throw it back Once you’ve got that tone on lock, it’s time to tackle the question at hand. Let’s see what our customer needs help with today: I tried everything in the troubleshooting page but I can’t get it to work again. I am on a Mac. Please help. Hmm, not much information here. Now, if I got this short email after helping five other people with the same problem on Mac OS X, I would be sorely tempted to send this customer that common solution in my first reply. I’ve found it’s important to resist the urge to assume this sixth person needs the same answer as the other five, though: there isn’t enough to connect this email to the ones that came before hers. Instead, ask a few questions to start. Invest some time to see if there are other symptoms in common, like so: I’m sorry that you ran into trouble with this! I’ll need a little more information to see what’s happening here. [questions] Thank you for your help. Those questions are customized for the customer’s issue as much as possible, and can be fairly wide-ranging. They may include asking for log files, getting some screenshots, or simply checking the browser and operating system version she’s using. I’ll ask anything that might make a connection to the previous cases I’ve answered—or, just as importantly, confirm that there isn’t a connection. What’s more, a few well-placed questions may save us both from pursuing the wrong path and building additional frustration. (A note on that closing: “Thank you for your help”–I often end an email this way when I’ve asked for a significant amount of follow up information. After all, I’m imposing on my customer’s time to run any number of tests. It’s a necessary step, but I feel that thanking them is a nice acknowledgment we’re in this together.) Having said that, though, let’s bring tone back into the mix: I tried everything in the troubleshooting but I can’t get it to work again. I am on a Mac. I’m working against a deadline. Need this fixed ASAP!!!! This customer wants answers now. I’ll still ask for more details, but would consider including the solution to the previous problem in my initial reply as well. (But only if doing so can’t make the situation worse!) I’m sorry that you ran into trouble with this! I’ll need a little more information to see what’s happening here. [questions] If you’d like to try something in the meantime, delete the file named xyz.txt. (If this isn’t the cause of the problem, deleting the file won’t hurt anything.) Here’s how to find that file on your computer: [steps] Let me know how it goes! In the best case, the suggestion works and the customer is on her way. If it doesn’t solve the problem, you will get more information in answer to your questions and can explore other options. And you’ve given the customer an opportunity to be involved in fixing the issue, and some new tools which might come in handy again in the future. Bring in help The support software I use counts how many emails the customer and I have exchanged, and reports it in a summary line in my inbox. It’s an easy, passive reminder of how long the customer and I have been working together on a problem, especially first thing in the morning when I’m reacquainting myself with my open support cases. Three is the smallest number I’ll see there: the customer sends the initial question (1 email); I reply with an answer (2 emails); the customer confirms the problem is solved (3 emails). But the most complicated, stickiest tickets climb into double-digit replies, and anything that stretches beyond a dozen is worthy of a cheer in Slack when we finally get to the root of the problem and get it fixed. While an extra round of questions and answers will nudge that number higher, it gives me the chance to feel out the technical comfort level of the person I’m helping. If I ask the customer to send some screenshots or log files and he isn’t sure how to do that, I will use that information to adjust my instructions on next steps. I may still ask him to try running a traceroute on his computer, but I’ll break down the steps into a concise, numbered list, and attach screenshots of each step to illustrate it. If the issue at hand is getting complicated, take note if the customer starts to feel out of their depth technically—either because they tell you so directly or because you sense a shift in tone. If that happens, propose bringing some outside help into the conversation: Do you have a network firewall or do you use any antivirus software? One of those might be blocking a connection that the software needs to work properly; here’s a list of the required connections [link]. If you have an IT department in-house, they should be able to help confirm that none of those are being blocked. or: This error message means you don’t have permission to install the software on your own computer. Is there a systems administrator in the office that may be able to help with this? For email-based support cases, I’ll even offer to add someone from their IT department to the thread, so we can discuss the problem together rather than have the customer relay questions and answers back and forth. Similarly, there are occasionally times when my way of describing things doesn’t fit how the customer understands them. Rather than bang our heads against our keyboards, I will ask one of my support colleagues to join the conversation from our side, and see if he can explain things more clearly than I’ve been able to do. We appreciate your business. Please call again And then, o frabjous day, you get your reward: the reply which says the problem has been solved. That worked!! Thank you so much for saving my day! I wish I could send you some cookies! If you were here, I would give you my tickets to Star Wars. [Reply is an animated gif.] Sometimes the reply is a bit more understated: That fixed it. Thanks. Whether the customer is elated, satisfied, or frankly happy to be done with emailing support, I like to close longer email threads or short, complicated issues with a final thanks and reminder that we’re here to help: Thank you for the update; I’m glad to hear that solved the problem for you! I hope everything goes smoothly for you now, but feel free to email us again if you run into any other questions or problems. Best, Then mark that support case closed, and move on to the next question. Because even with the most thoughtfully designed software product, there will always be customers with questions for your capable support team to answer. Tone, ask, help, thank So there you have it: TAHT. Pay attention to tone; ask questions; bring in help; thank your customer. (Lack of) catchy mnemonics aside, good customer support is about listening, paying attention, and taking care in your replies. I think it can be summed up beautifully by this quote from Pamela Marie (as tweeted by Chris Coyier): Golden rule asking a question: imagine trying to answer it Golden rule in answering: imagine getting your answer You and your teammates are applying a variation of this golden rule in every email you write. You’re the software ambassadors to your customers and clients. You get the brunt of the problems and complaints, but you also get to help fix them. You write the apologies, but you also have the chance to make each person’s experience with your company or product a little bit better for next time. I hope that your holidays are merry and bright, and may all your support inboxes be light. 2015 Elizabeth Galle elizabethgalle 2015-12-02T00:00:00+00:00 https://24ways.org/2015/being-customer-supportive/ process
123 Fast and Simple Usability Testing Everyone knows by now that they should test the usability of their applications, but still hardly anybody actually does it. In this article I’ll share some tips I’ve picked up for doing usability tests quickly and effectively. Relatively recent tools like Django and Ruby on Rails allow us to develop projects faster and to make significant changes later in the project timeline. Usability testing methods should now be adapted to fit this modern approach to development. When to test In an ideal world usability tests would be carried out frequently from an early stage of the project. Time and budget constraints lead this to be impractical; usability is often the first thing to get dropped from the project plan. If you can only test at one stage in the project, whatever the size, the most valuable time is before your first public beta — leaving long enough to fix issues and not so late that you can’t rethink your scope. There are three main categories of usability test: Testing design mockups Testing a new working application Testing established applications Each category requires a slightly different approach. For small modern web projects you are most likely to be testing a new working application. You will of course have already done functional tests so you won’t be worried about the user breaking things. The main differences between the categories apply in how you word The Script. Testing an established application is the most fun in my opinion. Humans are remarkably adaptable and rapidly develop coping strategies to work around usability issues in software they are forced to use. Uncovering these strategies may lead you to understand previously unspoken needs of your users. Often small changes to the application will have a dramatic affect on their everyday lives. Who to test When you have built a project to scratch your own itch, your intended audience will be people just like you. Test subjects in this case should be easy to find – friends, co-workers etc. This is not always the case; your users may not be like you at all. When they are not, it’s all the more important to run usability tests. Testing on friends, family and co-workers is better than not doing usability tests at all, but it can’t be compared to testing on actual samples of your intended audience. People who would use the system will provide more genuine feedback and deeper insight. Never let your test subjects put themselves in the shoes of your ‘actual’ users. For example, you should discourage comments like “Well, I would do this BUT if I was a bus driver I’d do that”. Users are not qualified to put themselves in the position of others. Inaccurate data is often worse than no data. Aim for five or six test subjects: any more and you probably won’t learn anything new; any less and you’re likely to be overwhelmed by issues stemming from people’s individual personalities. The Script The Script is a single side of A4 (or letter) paper, consisting of questions for your testers and reminders for yourself. Have a balance of task-based questions and expectation analysis. This helps maintain consistency across tests. Expectation analysis is more important for testing designs and new applications: “Where would you find X?”, “What would you expect to happen if you clicked on Y?”. In an established system users will probably know where these things are though it can still be illuminating to ask these questions though phrased slightly differently. Task-based questions involve providing a task for the user to complete. If you are testing an established system it is a good idea to ask users to bring in tasks that they would normally perform. This is because the user will be more invested in the outcome of the task and will behave in a more realistic fashion. When designing tasks for new systems and designs ensure you only provide loose task details for the same reason. Don’t tell testers to enter “Chantelle”; have them use their own name instead. Avoid introducing bias with the way questions are phrased. It’s a good idea to ask for users’ first impressions at the beginning of the test, especially when testing design mockups. “What are the main elements on the page?” or “What strikes you first?”. You script should run for a maximum of 45 minutes. 30-35 minutes is better; after this you are likely to lose their attention. Tests on established systems can take longer as there is more to learn from them. When scheduling the test you will need to leave yourself 5 minutes between each one to collate your notes and prepare for the next. Be sure to run through the script beforehand. Your script should be flexible. It is possible that during the test a trend will come to light that opens up whole new avenues of possible questioning. For example, during one initial test of an established system I noticed that the test subject had been printing off items from the application and placing them in a folder in date order (the system ordered alphabetically). I changed the script to ask future participants in that run, if they ever used external tools to help them with tasks within the system. This revealed a number of interesting issues that otherwise would not have been found. Running the tests Treat your test subjects like hedgehogs. Depending on your target audience they probably feel a little nervous and perhaps even scared of you. So make them a little nest out of straw, stroke their prickles and give them some cat food. Alternatively, reassure them that you are testing the system and that they can’t give a wrong answer. Reward them with a doughnut or jam tart at the end. Try to ensure the test environment is relaxed and quiet, but also as close as possible to the situation where they would actually use the system. Have your subjects talk out loud is very important as you can’t read their minds, but it is a very unnatural process. To loosen up your subjects and get them talking in the way you want them to, try the Stapler Trick. Give them a stapler or similar item and ask them to open it, take the staples out, replace them, shut the stapler and staple some paper – talking all the time about what they see, what they expect to happen, what actually happens and how that matches up. Make them laugh at you. Say how long the test will take up front, and tell your subject why you are doing it. After the test has been completed, conclude by thanking them for their time and assuring them that they were very useful. Then give them the sugary treat. What to look for Primarily, you should look out for incidents where the user stops concentrating on her tasks and starts thinking about the tool and how she is going to use it. For example, when you are hammering in a nail you don’t think about how to use a hammer; good software should be the same. Words like ‘it’ and ‘the system’ and are good indications that the test subject has stopped thinking about the task in hand. Note questioning words, especially where testers question their own judgement, “why can’t I find …”, “I expected to see …” etc. as this indicates that the work flow for the task may have broken down. Also keep an eye on occasions where the user completely fails to do a task. They may need some prompting to unstick them, but you should be careful not to bias the test. These should be the highest priority issues for you to fix. If users recover from getting stuck, make a note of how they recovered. Prolonged periods of silence from the test subject may also require prompting as they should be talking all the time. Ask them what they are thinking or looking for but avoid words like ‘try’ (e.g. ‘what are you trying to do?’) as this implies that they are currently failing. Be wary of users’ opinions on aesthetics and be prepared to bring them back to the script if they get side-tracked. Writing it up Even if you are the only developer it’s important to summarise the key issues that emerged during testing: your notes won’t make much sense to you a week or so after the test. If you are writing for other people, include a summary no longer than two pages; this can consist of a list or table of the issues including recommendations and their priorities. Remember to anonymise the users in the report. In team situations, you may be surprised at how many people are interested in the results of the usability test even if it doesn’t relate directly to something that they can fix. To conclude… Some usability testing is better than none at all, even for small projects or those with strict deadlines. Make the most of the time and resources available. Choose your users carefully, make them comfortable, summarise your report and don’t forget to leave a doughnut for yourself! 2006 Natalie Downe nataliedowne 2006-12-16T00:00:00+00:00 https://24ways.org/2006/fast-and-simple-usability-testing/ process
97 Making Modular Layout Systems For all of the advantages the web has with distribution of content, I’ve always lamented the handiness of the WYSIWYG design tools from the print publishing world. When I set out to redesign my personal website, I wanted to have some of the same abilities that those tools have, laying out pages how I saw fit, and that meant a flexible system for dealing with imagery. Building on some of the CSS that Eric Meyer employed a few years back on the A List Apart design, I created a set of classes to use together to achieve the variety I was after. Employing multiple classes isn’t a new technique, but most examples aren’t coming at this from strictly editorial and visual perspectives; I wanted to have options to vary my layouts depending on content. If you want to skip ahead, you can view the example first. Laying the Foundation We need to be able to map out our page so that we have predictable canvas, and then create a system of image sizes that work with it. For the sake of this article, let’s use a simple uniform 7-column grid, consisting of seven 100px-wide columns and 10px of space between each column, though you can use any measurements you want as long as they remain constant. All of our images will have a width that references the grid column widths (in our example, 100px, 210px, 320px, 430px, 540px, 650px, or 760px), but the height can be as large as needed. Once we know our images will all have one of those widths, we can setup our CSS to deal with the variations in layout. In the most basic form, we’re going to be dealing with three classes: one each that represent an identifier, a size, and a placement for our elements. This is really a process of abstracting the important qualities of what you would do with a given image in a layout into separate classes, allowing you to quickly customize their appearance by combining the appropriate classes. Rather than trying to serve up a one-size-fits-all approach to styling, we give each class only one or two attributes and rely on the combination of classes to get us there. Identifier This specifies what kind of element we have: usually either an image (pic) or some piece of text (caption). Size Since we know how our grid is constructed and the potential widths of our images, we can knock out a space equal to the width of any number of columns. In our example, that value can be one, two, three, four, five, six, or seven. Placement This tells the element where to go. In our example we can use a class of left or right, which sets the appropriate floating rule. Additions I created a few additions that be tacked on after the “placement” in the class stack: solo, for a bit more space beneath images without captions, frame for images that need a border, and inset for an element that appears inside of a block of text. Outset images are my default, but you could easily switch the default concept to use inset images and create a class of outset to pull them out of the content columns. The CSS /* I D E N T I F I E R */ .pic p, .caption { font-size: 11px; line-height: 16px; font-family: Verdana, Arial, sans-serif; color: #666; margin: 4px 0 10px; } /* P L A C E M E N T */ .left {float: left; margin-right: 20px;} .right {float: right; margin-left: 20px;} .right.inset {margin: 0 120px 0 20px;} /* img floated right within text */ .left.inset {margin-left: 230px;} /* img floated left within text */ /* S I Z E */ .one {width: 100px;} .two {width: 210px;} .three {width: 320px;} .four {width: 430px;} .five {width: 540px;} .six {width: 650px;} .seven {width: 760px;} .eight {width: 870px;} /* A D D I T I O N S */ .frame {border: 1px solid #999;} .solo img {margin-bottom: 20px;} In Use You can already see how powerful this approach can be. If you want an image and a caption on the left to stretch over half of the page, you would use: <div class="pic four left"> <img src="image.jpg" /> <p>Caption goes here.</p> </div> Or, for that same image with a border and no caption: <img src="image.jpg" class="pic four left frame solo"/> You just tack on the classes that contain the qualities you need. And because we’ve kept each class so simple, we can apply these same stylings to other elements too: <p class="caption two left">Caption goes here.</p> Caveats Obviously there are some potential semantic hang-ups with these methods. While classes like pic and caption stem the tide a bit, others like left and right are tougher to justify. This is something that you have to decide for yourself; I’m fine with the occasional four or left class because I think there’s a good tradeoff. Just as a fully semantic solution to this problem would likely be imperfect, this solution is imperfect from the other side of the semantic fence. Additionally, IE6 doesn’t understand the chain of classes within a CSS selector (like .right.inset). If you need to support IE6, you may have to write a few more CSS rules to accommodate any discrepancies. Opportunities This is clearly a simple example, but starting with a modular foundation like this leaves the door open for opportunity. We’ve created a highly flexible and human-readable system for layout manipulation. Obviously, this is something that would need to be tailored to the spacing and sizes of your site, but the systematic approach is very powerful, especially for editorial websites whose articles might have lots of images of varying sizes. It may not get us fully to the flexibility of WYSIWYG print layouts, but methods like this point us in a direction of designs that can adapt to the needs of the content. View the example: without grid and with grid. 2008 Jason Santa Maria jasonsantamaria 2008-12-15T00:00:00+00:00 https://24ways.org/2008/making-modular-layout-systems/ process
225 Good Ideas Grow on Paper Great designers have one thing in common: their design process is centred on ideas; ideas that are more often than not developed on paper. Though it’s often tempting to take the path of least resistance, turning to the computer in the headlong rush to complete a project (often in the face of formidable client pressure), resist the urge and – for a truly great idea – start first on paper. The path of least resistance is often characterised by cliché and overused techniques – one per cent noise, border-radius, text-shadow – the usual suspects – techniques that are ten-a-penny at the gallery sites. Whilst all are useful, and technique and craft are important, great design isn’t about technique alone – it’s about technique in the service of good ideas. But how do we generate those ideas? Inspiration can certainly come to you out of the blue. When working as a designer in a role which often consists of incubating good ideas, however, idly waiting for the time-honoured lightbulb to appear above your head just isn’t good enough. We need to establish an environment where we tip the odds of getting good ideas in our favour. So, when faced with the blank canvas, what do we do to unlock the proverbial tidal wave of creativity? Fear not. We’re about to share with you a couple of stalwart techniques that will stand you in good stead when you need that good idea, in the face of the pressure of yet another looming deadline. Get the process right Where do ideas come from? In many cases they come from anywhere but the screen. Hence, our first commandment is to close the lid of your computer and, for a change, work on paper. It might seem strange, it might also seem like a distraction, but – trust us – the time invested here will more than pay off. Idea generation should be a process of rapid iteration, sketching and thinking aloud, all processes best undertaken in more fast paced, analogue media. Our tool of choice is the Sharpie and Flip Chart Combo©, intentionally low resolution to encourage lo-fi idea generation. In short, your tools should be designed not to be precious, but to quickly process your thoughts. Ideas can be expressed with a thick line marker or by drawing with a stick in the sand; it’s the ideas that matter, not the medium. Input > Synthesise > Output Ideas don’t materialise in a vacuum. Without constant input, the outputs will inevitably remain the same. As such, it’s essential to maintain an inquisitive mind, ensuring a steady flow of new triggers and stimuli that enable your thinking to evolve. What every designer brings to the table is their prior experience and unique knowledge. It should come as no surprise to discover that a tried and tested method of increasing that knowledge is, believe it or not, to read – often and widely. The best and most nuanced ideas come after many years of priming the brain with an array of diverse material, a point made recently in Jessica Hische’s aptly named Why You Should Know Your Shit. One of the best ways of synthesising the knowledge you accumulate is to write. The act of writing facilitates your thinking and stores the pieces of the jigsaw you’ll one day return to. You don’t have to write a book or a well-articulated article; a scribbled note in the margin will suffice in facilitating the process of digestion. As with writing, we implore you to make sketching an essential part of your digestion process. More immediate than writing, sketching has the power to put yet unformed ideas down on paper, giving you an insight into the fantastic conceptions you’re more often than not still incubating. Our second commandment is a practical one: always carry a sketchbook and a pen. Although it seems that the very best ideas are scribbled on the back of a beer mat or a wine-stained napkin, always carrying your ‘thinking utensils’ should be as natural as not leaving the house without your phone, wallet, keys or pants. Further, the more you use your sketchbook, the less precious you’ll find yourself becoming. Sketching isn’t about being an excellent draughtsman, it’s about synthesising and processing your thoughts and ideas, as Jason Santa Maria summarises nicely in his article Pretty Sketchy: Sketchbooks are not about being a good artist, they’re about being a good thinker. Jason Santa Maria The sketchbook and pen should become your trusted tools in your task to constantly survey the world around you. As Paul Smith says, You Can Find Inspiration in Anything; close the lid, look beyond the computer; there’s a whole world of inspiration out there. Learn to love old dusty buildings So, how do you learn? How do you push beyond the predictable world pre-filtered by Mr Google? The answer lies in establishing a habit of exploring the wonderful worlds of museums and libraries, dusty old buildings that repay repeated visits. Once the primary repositories of thought and endless sources of inspiration, these institutions are now often passed over for the quick fix of a Google search or Wikipedia by you, the designer, chained to a desk and manacled to a MacBook. Whilst others might frown, we urge you to get away from your desk and take an eye-opening stroll through the knowledge-filled corridors of yore (and don’t forget to bring your sketchbook). Here you’ll find ideas aplenty, ideas that will set you apart from your peers, who remain ever-reliant on the same old digital sources. The idea generation toolbox Now that we’ve established the importance of getting the process and the context right, it’s time to meet the idea generation toolbox: a series of tools and techniques that can be applied singularly or in combination to solve the perennial problem of the blank canvas. The clean sheet of paper, numbing in its emptiness, can prove an insurmountable barrier to many a project, but the route beyond it involves just a few, well-considered steps. The route to a good idea lies in widening your pool of inspiration at the project outset. Let go and generate ideas quickly; it’s critical to diverge before you converge – but how do we do this and what exactly do we mean by this? The temptation is to pull something out of your well-worn box of tricks, something that you know from experience will do the job. We urge you, however, not to fall prey to this desire. You can do better; better still, a few of you putting your minds together can do a lot better. By avoiding the path of least resistance, you can create something extraordinary. Culturally, we value logical, linear thinking. Since the days of Plato and Aristotle, critical thinking, deduction and the pursuit of truth have been rewarded. To generate creative ideas, however, we need to start thinking sideways, making connections that don’t necessarily follow logically. Lateral thinking, a phrase coined by Edward de Bono in 1967, aptly describes this very process: With logic you start out with certain ingredients, just as in playing chess you start out with given pieces – lateral thinking is concerned not with playing with the existing pieces but with seeking to change those very pieces. Edward de Bono One of the easiest ways to start thinking laterally is to start with a mind map, a perfect tool for widening the scope of a project beyond the predictable and an ideal one for getting the context right for discovery. Making connections Mind maps can be used to generate, visualise and structure ideas. Arranged intuitively and classified around groupings, mind maps allow chance connections to be drawn across related groups of information, and are perfect for exposing alogical associations and unexpected relationships. Get a number of people together in a room, equipped with the Sharpie and Flip Chart Combo©. Give yourself a limited amount of time – half an hour should prove more than enough – and you’ll be surprised at the results a few well-chosen people can generate in a very short space of time. The key is to work fast, diverge and not inhibit thinking. We’ve been embracing Tony Buzan’s methods in our teaching for over a decade. His ideas on the power of radiant thinking and how this can be applied to mind maps, uncover the real power which lies in the human brain’s ability to spot connections across a mapped out body of diverse knowledge. Frank Chimero wrote about this recently in How to Have an Idea, which beautifully illustrates Mr Buzan’s theories, articulating the importance of the brain’s ability to make abstract connections, finding unexpected pairings when a concept is mapped out on paper. Once a topic is surveyed and a rich set of stimuli articulated, the next stage is to draw connections, pulling from opposite sides of the mind map. It’s at this point, when defining alogical connections, that the truly interesting and unexpected ideas are often uncovered. The curve ball If you’ve followed our instructions so far, all being well, you should have a number of ideas. Good news: we have one last technique to throw into the mix. We like to call it ‘the curve ball’, that last minute ‘something’ that forces you to rethink and encourages you to address a problem from a different direction. There are a number of ways of throwing in a curve ball – a short, sharp, unexpected impetus – but we have a firm favourite we think you’ll appreciate. Brian Eno and Peter Schmidt’s Oblique Strategies – subtitled ‘Over One Hundred Worthwhile Dilemmas’ – are the perfect creative tool for throwing in a spot of unpredictability. As Eno and Schmidt put it: The Oblique Strategies can be used as a pack (a set of possibilities being continuously reviewed in the mind) or by drawing a single card from the shuffled pack when a dilemma occurs in a working situation. In this case the card is trusted even if its appropriateness is quite unclear. They are not final, as new ideas will present themselves, and others will become self-evident. Brian Eno and Peter Schmidt Simply pick a card and apply the strategy to the problem at hand. The key here, as with de Bono’s techniques, is to embrace randomness and provocation to inspire lateral creative approaches. To assist this process, you might wish to consult one of the many virtual decks of Oblique Strategies online. Wrapping up To summarise, it’s tempting to see the route to the fastest satisfactory conclusion in a computer when, in reality, that’s the last place you should start. The tools we’ve introduced, far from time-consuming, are hyper-efficient, always at hand and, if you factor them into your workflow, the key to unlocking the ideas that set the great designers apart. We wish you well on your quest in search of the perfect idea, now armed with the knowledge that the quest begins on paper. 2010 The Standardistas thestandardistas 2010-12-13T00:00:00+00:00 https://24ways.org/2010/good-ideas-grow-on-paper/ process
302 Flexible Project Management in Inflexible Environments Handling unforeseen circumstances is an inevitable part of any project. It’s also often the most uncomfortable, and there is no amount of skill or planning that will fully eradicate the need to adapt to change. The ability to be flexible, responsive, and unafraid of facing not only problems, but also potentially positive scope changes and new ideas, isn’t an easy one to master. I am by no means saying that I have, but what I have learned is that there is often the temptation to shut out anything that might derail your plan, even sometimes at the cost of the quality you’re committed to. The reality is that as someone leading a project you know there will be challenges, but, in general, it’s a hassle to try keep the landscape open. Problems are bridges we should cross when we come to them, but intentional changes to the plan, and adapting for the sake of improving your first idea, is harder. There are tight schedules, resource is planned miles ahead, and you’re already juggling twenty other things. If you’re passionate about the quality of work you deliver and are working somewhere that considers itself expert within the field of digital, then having an attitude of flexibility is extremely important. It’s important when you’re overcoming a challenge or problem, but it’s also important for allowing ideas to evolve and be refined as much as they can be throughout the course of a project. Where theory falls short The premise of any Agile methodology, Scrum for example, is based around being able to work efficiently, react quickly and deliver relevant chunks of a product in manageable increments. It’s often hailed as king of flexible management and it can work really well, especially for in-house software products developed over a long or even an indefinite period of time. It holds off defining scope too far ahead and lets teams focus on smaller amounts of work, and allows them to regularly reprioritise. Unfortunately though, not all environments lend themselves as easily to a fully Agile setup. Even the ones that do may be restrained from putting it fully into practice for an array of other internal reasons. Delivering digital services to clients—within an agency setting or as a freelancer—often demands a more rigid structure. You need clear sign-off points, there’s a lot less flexibility in defining features, or working within budgets and timeframes. To start with, for a project to warrant a fully Agile team working on it, and especially for agencies, you need clients big enough and rich enough to justify the resource. You also need a lot of client trust to propose defining features and scope as you go. Although this is achievable—and there are agencies that operate an agile setup—it takes a long journey to reach that scale in the full sense of the word. Building a reputation that commands unconditional trust and reaching the point where your projects are consistently of a certain size often requires backing by long journey of success and excellence. So there is a lot of room left for understanding how we can best strive to still deliver excellent projects within more constrained structures. We know that rigid waterfall planning, more often than not, falls over as soon as a project gets anything past a basic brochure site. There are many critiques of the system, but one of the main ones tends to be that nobody considers each other’s work properly, which can result in very expensive and inefficient development. Equally, for reasons we’ve already touched upon, running fully agile teams often isn’t the right answer. So many companies, individuals, and organisations look for a middle-ground that balances being flexible and adaptive, but also provides enough upfront commitment to agree budgets, get client/stakeholder sign off, and effectively coordinate internal resource across multiple parallel projects. Although I don’t have a perfect formula—and can very much assert there is no one perfect way of managing a project because every project is different to the next—I’ve identified a few different ways you can approach flexibility that have really helped me in running projects more smoothly within more realistic constraints. Planned Flexibility Drawing on some of the traditional methodologies such as PRINCE2, a good starting point for aspiring to be flexible is by planning for it from the start. Planning flexibility comes in a few forms. For one, you can regularly identify and log potential risks as a generally good, on-going habit over the course of the project. This essentially just involves scanning the horizon for potential blips on a regular basis (for example weekly) by consulting with your team and documenting it somewhere. It means you have a checkpoint when you sit down and make sure you’re minimising what will or may catch you by surprise. A good time to do this is in a weekly catch up meeting. It’s not going to fix all your problems, but it will make sure you have a head start on the ones you can see coming. On the subject of team meetings, setting up recurring project events, including a weekly call, a weekly team meeting and (depending on the size of the project) I like to try also do a stand-up as often as possible. Keeping everyone involved and bought in to a project is going to help you infinitely when you need to spot a problem or manage changes to the plan. It will be the difference between your designer spotting an issue and making a mental note to ‘tell you later’, and them actually coming over to tell you directly and immediately. Despite the overhead of meetings, and looping people into stages that they aren’t directly responsible for, the business benefits are chances for success are drastically increased. Planning in, and being aware of how important your team is, will help you be flexible. Building contingency (formally know as slack) into your project plan from the word go is another well-known and essential way of planning to be flexible. Your project plan will change a lot over the course of a project, but there are still the days that you estimate a job will take, and the days you should actually plan in. Most sensible management teams understand that budgets need to be agreed with this slack in mind or you will not be able to deliver a quality service. I believe that commercial awareness is one of the most valuable skills a project manager can have, but penny pinching will ruin client and team relationships, destroy buy-in and creativity, and often end you up with a much more expensive, hacky, and resented product. It’s not a justification to let budgets spiral out of control, but a way of thinking about the bigger picture and wider plan of the company itself. It’s unlikely you want high staff turnover because everyone fell out while you were screaming money at them and they didn’t feel like they could do a good job. It’s also unlikely that you will be able to deliver quality products, which will win you a strong reputation and subsequently bigger and better projects. Evaluating risk factors and building in the right amount of slack from the start will give you more wriggle room when you need to adapt and react. On the flip side, also keeping an overview of the wider workload (that you’re not necessarily responsible for), and knowing who to talk if resource is becoming free or needs filling, is another handy way of being able to react quickly and ensuring your management system is respected. You want pockets of backup time planned in, but you also want everyone being as productive as they can most of the time. Never run at 100% capacity: as soon as something does need to change, you’re left with nowhere to move. Transparency Having a client or stakeholder that trusts you is a really powerful aid in any regard, but especially so when you need to communicate an issue or new suggestion. Positioning yourself and your team as experts and taking the time to delve into the wider picture—and the goals surrounding your client’s reasons to commission the project in the first place—will make you more valuable to them. Clients and stakeholders will always be different, and sometimes you will get people who are just plain difficult, but more often than not people will listen if you’re willing to talk and explain things. As I’m sure all of us have realised at one point or another, a lot of people think they know what they want, and it’s usually the wrong thing. Managing key stakeholders in your project is arguably your biggest challenge, if they are on the your side and feel like the team is genuinely working to give them something of quality and value, then they will make your job easier. It’s often down to you to educate them, and to help them recognise and understand the work involved and you and your team’s reasoning behind your decisions. Being overly submissive or overly secretive will foster a dynamic in which they feel expected to steer the project. In this situation they may not respect the team’s suggestions or may come up with some unreasonable and counterproductive ideas that are likely to hinder progress and lower morale. Getting the stakeholder on board and making them feel a part of the wider picture will make things easier. Pushing back and challenging ideas or working hard to justify something they don’t quite understand will often work in your favour and protects your team. On quite a basic level it also shows you care and are invested; on another, it shows you feel confident in your expertise within your field and that is ultimately the reason they hired you. Taking the time to think about and be aware of this relationship, will make it easier to be flexible and handle new ideas or suggestions that pop up as the project goes along. Change doesn’t need to be ‘scope creep’ if it’s raised in a practical, value-orientated, and level headed discussion. There is usually a way forward for new ideas, as long as they’re valuable and support the wider goals. Maybe the deadline gets pushed back, maybe you get more budget, maybe the client is happy to forgo something else. As long as there’s value and reason, it shows integrity to the project and respect for its success. You can’t expect for this to go smoothly without having invested in the client relationship, so it’s a large point in paving the way to handling change well. Reactive Flexibility Finally, if you’ve been doing this for a while, you’ll know by now that you can’t anticipate everything. Sometimes you will have to react and change the plan under circumstances that aren’t easy. When an unexpected problem first rears its head—a client’s casual afterthought that’s threatening the scope of the project, an internal resource conflict, a junior member of staff that’s not grasping the ropes quite as quickly as you’d hoped—you have to react quickly. In his book, ‘Pitch Anything’, Oren Klaff talks about people’s first reactions being processed by their ‘crocodile brain’ before they’ve had a chance to refine and digest the information more intelligibly. As project managers, product owners, or scrum masters, it’s natural for our immediate reactions to an unexpected problem to cause a pang of stress. But after that initial jolt you need to turn to practical solutions and start racking your brain for different ways forward. It’s here you need to remember to not let your imagination get the better of you, especially if you’ve been putting in the legwork with your team and your client. There is always a way forward and moments like this can be a good opportunity to develop your negotiation and diplomacy skills. Don’t let your immediate reaction be shutting the problem down; instead, take a second to think about it before you decide on the best direction. In a stressful situation, your first idea probably won’t be your best one. From an internal point of view, it’s very important that whatever went wrong doesn’t turn into a finger pointing exercise and you don’t lose your cool. Getting caught up in a blame game or a witch hunt is never productive. Relationship cultivating can sometimes be the pillar that gets you through a stressful blip. Biggest tip for staying flexible when you’re reacting to a problem—apart form obviously thinking of ways forward—is to communicate. Don’t go quiet until you feel like you have a plan, you’ll often need to put everyone else at ease before you can move things forward. Problem solving is part of the job and will need to happen in even the most flexible of product delivery systems. In conclusion, being flexible is never simple but there are things you can do to make your life easier. Owning a position of expertise, putting together a team that’s involved in each other’s work and cultivating a client/stakeholder relationship that’s as transparent and respectful as possible will get you a long way. In times of crisis, believe in your skills and be open to adapting over getting frustrated. 2016 Gillian Sibthorpe gilliansibthorpe 2016-12-04T00:00:00+00:00 https://24ways.org/2016/flexible-project-management/ process
265 Designing for Perfection Hello, 24 ways readers. I hope you’re having a nice run up to Christmas. This holiday season I thought I’d share a few things with you that have been particularly meaningful in my work over the last year or so. They may not make you wet your santa pants with new-idea-excitement, but in the context of 24 ways I think they may serve as a nice lesson and a useful seasonal reminder going into the New Year. Enjoy! Story Despite being a largely scruffy individual for most of my life, I had some interesting experiences regarding kitchen tidiness during my third year at university. As a kid, my room had always been pretty tidy, and as a teenager I used to enjoy reordering my CDs regularly (by artist, label, colour of spine – you get the picture); but by the time I was twenty I’d left most of these traits behind me, mainly due to a fear that I was turning into my mother. The one remaining anally retentive part of me that remained however, lived in the kitchen. For some reason, I couldn’t let all the pots and crockery be strewn across the surfaces after cooking. I didn’t care if they were washed up or not, I just needed them tidied. The surfaces needed to be continually free of grated cheese, breadcrumbs and ketchup spills. Also, the sink always needed to be clear. Always. Even a lone teabag, discarded casually into the sink hours previously, would give me what I used to refer to as “kitchen rage”. Whilst this behaviour didn’t cause any direct conflicts, it did often create weirdness. We would be happily enjoying a few pre-night out beverages (Jack Daniels and Red Bull – nice) when I’d notice the state of the kitchen following our round of customized 49p Tesco pizzas. Kitchen rage would ensue, and I’d have to blitz the kitchen, which usually resulted in me having to catch everyone up at the bar afterwards. One evening as we were just about to go out, I was stood there, in front of the shithole that was our kitchen with the intention of cleaning it all up, when a realization popped into my head. In hindsight, it was a pretty obvious one, but it went along the lines of “What the fuck are you doing? Sort your life out”. I sodded the washing up, rolled out with my friends, and had a badass evening of partying. After this point, whenever I got the urge to clean the kitchen, I repeated that same realization in my head. My tidy kitchen obsession strived for a level of perfection that my housemates just didn’t share, so it was ultimately pointless. It didn’t make me feel that good, either; it was like having a cigarette after months of restraint – initially joyous but soon slightly shameful. Lesson Now, around seven years later, I’m a designer on the web and my life is chaotic. It features no planning for significant events, no day-to-day routine or structure, no thought about anything remotely long-term, and I like to think I do precisely what I want. It seems my days at striving for something ordered and tidy, in most parts of my life, are long gone. For much of my time as a designer, though, it’s been a different story. I relished industry-standard terms such as ‘pixel perfection’ and ‘polished PSDs’, taking them into my stride as I strove to design everything that was put on my plate perfectly. Even down to grids and guidelines, all design elements would be painstakingly aligned to a five-pixel grid. There were no seven-pixel margins or gutters to be found in my design work, that’s for sure. I put too much pride and, inadvertently, too much ego into my work. Things took too long to create, and because of the amount of effort put into the work, significant changes, based on client feedback for example, were more difficult to stomach. Over the last eighteen months I’ve made a conscious effort to change the way I approach designing for the web. Working on applications has probably helped with this; they seem to have a more organic development than rigid content-based websites. Mostly though, a realization similar to my kitchen rage one came about when I had to make significant changes to a painstakingly crafted Photoshop document I had created. The changes shouldn’t have been difficult or time-consuming to implement, but they were turning out to be. One day, frustrated with how long it was taking, the refrain “What the fuck are you doing? Sort your life out” again entered my head. I blazed the rest of the work, not rushing or doing scruffy work, but just not adhering to the insane levels of perfection I had previously set for myself. When the changes were presented, everything went down swimmingly. The client in this case (and I’d argue most cases) cared more about the ideas than the perfect way in which they had been implemented. I had taken myself and my ego out of the creative side of the work, and it had been easier to succeed. Argument I know many other designers who work on the web share such aspirations to perfection. I think it’s a common part of the designer DNA, but I’m not sure it really has a place when designing for the web. First, there’s the environment. The landscape in which we work is continually shifting and evolving. The inherent imperfection of the medium itself makes attempts to create perfect work for it redundant. Whether you consider it a positive or negative point, the products we make are never complete. They’re always scaling and changing. Like many aspects of web design, this striving for perfection in our design work is a way of thinking borrowed from other design industries where it’s more suited. A physical product cannot be as easily altered or developed after it has been manufactured, so the need to achieve perfection when designing is more apt. Designers who can relate to anything I’ve talked about can easily let go of that anal retentiveness if given the right reasons to do so. Striving for perfection isn’t a bad thing, but I simply don’t think it can be achieved in such a fast-moving, unique industry. I think design for the web works better when it begins with quick and simple, followed by iteration and polish over time. To let go of ego and to publish something that you’re not completely happy with is perhaps the most difficult part of the job for designers like us, but it’s followed by a satisfaction of knowing your product is alive and breathing, whereas others (possibly even competitors) may still be sitting in Photoshop, agonizing over whether a margin should be twenty or forty pixels. I keep telling myself to stop sitting on those two hundred ideas that are all half-finished. Publish them, clean them up and iterate over time. I’ve been telling myself this for months and, hopefully, writing this article will give me the kick in the arse I need. Hopefully, it will also give someone else the same kick. 2011 Greg Wood gregwood 2011-12-17T00:00:00+00:00 https://24ways.org/2011/designing-for-perfection/ process
119 Rocking Restrictions I love my job. I live my job. For every project I do, I try to make it look special. I’ll be honest: I have a fetish for comments like “I never saw anything like that!” or, “I wish I thought of that!”. I know, I have an ego-problem. (Eleven I’s already) But sometimes, you run out of inspiration. Happens to everybody, and everybody hates it. “I’m the worst designer in the world.” “Everything I designed before this was just pure luck!” No it wasn’t. Countless articles about finding inspiration have already been written. Great, but they’re not the magic potion you’d expect them to be when you need it. Here’s a list of small tips that can have immediate effect when applying them/using them. Main theme: Liberate yourself from the designers’ block by restricting yourself. Do’s Grids If you aren’t already using grids, you’re doing something wrong. Not only are they a great help for aligning your design, they also restrict you to certain widths and heights. (For more information about grids, I suggest you read Mark Boulton’s series on designing grid systems. Oh, he’s also publishing a book I think.) So what’s the link between grids and restrictions? Instead of having the option to style a piece of layout with a width of 1 to 960 pixels, you have to choose from values like 60 pixels, 140, 220, 300, … Start small Having a hard time finding a style for the layout, why don’t you start with one small object? No, not that small object, I meant a piece of a form, or a link, or try styling your headers (h1 – h6). Let’s take a submit button of a form: it’s small, but needs much attention. People will click it. People will hover it. Maybe sometimes it’s disabled? Also: a button needs to look like a button, so typically it requires more styling then a regular link. Once you’ve got the button, move on, following the button’s style. Color palettes There are lots of resources on the web for finding inspiration for color palettes. Some of the most famous are COLOURlovers, wear palettes and Adobe’s Kuler. Browse through them (or create your own from a picture), pick a color palette you like and which works with the subject you’re handling, and stick with it. 4-5 colors, maybe with some tonal variations, but that’s it. Fonts There aren’t many fonts available for the web (Richard Rutter has a great article on this subject), but you’d be surprised how long they go. A simple text-transform: uppercase; or font-style: italic; can change a dull looking font into something entirely fresh. Play around with the fonts you want to use and the variations you’ll be using, and make a list. Pick five combinations of fonts and their variations, and stick with them throughout the layout. Single-task Most of us use multiple monitors. They’re great to increase productivity, but make it harder to focus on a single task. Here’s what you do: try using only your smallest monitor. Maybe it’s the one from your laptop, maybe it’s an old 1024×768 you found in the attic. Having Photoshop (or Fireworks or…) taking over your entire workspace blocks out all the other distractions on your screen, and works quite liberating. Mute everything… …but not entirely. I noticed I was way more focused when I set NetNewsWire to refresh it’s feeds only once every two hours. After two hours, I need a break anyway. Turning off Twitterrific was a mistake, as it’s my window to the world, and it’s the place where the people I like to call colleagues live. You can’t exactly ask them to bring you a cup of coffee when they go to the vending machine, but they do keep you fresh, and it stops you from going human-shy. Instead I changed the settings to not play a notification sound when new Tweets arrive so it doesn’t disturb me when I’m zoning. Don’ts CSS galleries Don’t start browsing all kinds of CSS galleries. Either you’ll feel bad, or you just start using elements in a way you can’t call “inspired” anymore. Instead gather your own collection of inspiration. Example: I use LittleSnapper in which I dump everything I find inspiring. This goes from a smart layout idea, to a failed picture someone posted on Flickr. Everything is inspiring. Panicking Don’t panic. It’s the worst thing you could do. Instead, get away from the computer, and go to bed early. A good night of sleep combined with a hot/cold shower can give you a totally new perspective on a design. Got a deadline by tomorrow? Well, you should’ve started earlier. Got a good excuse to start on this design this late? Tell your client it was either that or a bad design. 120-hour work-week Don’t work all day long, including evenings and early mornings. Write off that first hour, you don’t really think you’ll get anything productive done before 9AM?! I don’t even think you should work on one and the same design all day long. If you’re stuck, try working in blocks of 1 or 2 hours on a certain design. Mixing projects isn’t for everyone, but it might just do the trick for you. Summary Use grids, not only for layout purposes. Pick a specific element to start with. Use a colour palette. Limit the amount of fonts and variations you’ll use. Search for the smallest monitor around, and restrict yourself to that one. Reduce the amount of noise. Don’t start looking on the internet for inspiration. Build your own little inspirarchive. Work in blocks. 2008 Tim Van Damme timvandamme 2008-12-14T00:00:00+00:00 https://24ways.org/2008/rocking-restrictions/ process
45 Is Agile Harder for Agencies? I once sat in a pitch meeting and watched a new business exec tell a potential client that his agency followed an agile workflow process at all times. The potential client nodded wisely, and they both agreed that agile was indeed the way to go. The meeting progressed and they signed off on a contract for a massive project, to be delivered in a standard waterfall fashion, with all manner of phases and key deliverables. Of course both of them left the meeting perfectly happy, because neither of them knew nor cared what an agile workflow process might be. That was about five years ago. As 2015 heaves into view I think it’s fair to say that attitudes have changed. Perhaps the same number of people claim to do Agile™ now as in 2010, but I think more of them are telling the truth. As a developer in an agency that works primarily with larger organisations, this year I have started to see a shift from agencies pushing agile methodologies with their clients, to clients requesting and even demanding agile practices from their agencies. Only a couple of years ago this would have been unusual behaviour. So what’s the problem? We should be happy then, no? Those of us in agencies will get to spend more time delivering great products, and less time arguing over out-of-date functional specs or battling through an adversarial change management procedure because somebody had a good idea during development rather than planning. We get to be a little bit more like our brothers and sisters in vaunted teams like the Government Digital Service, which is using agile approaches to great effect on projects that have a real benefit to their users. Almost. Unfortunately, it seems to be the case that adhering to an agile framework such as scrum is more difficult within an agency/client structure than it is for an in-house development team. This is no surprise. The Agile Manifesto was written in 2001 by a group of software developers for their own use. Many of the underlying principles of a framework like Scrum assume the existence of an in-house team, working on a highly technical project, and working for the business that employs them. The agency/client model must to some extent be retrofitted into agile frameworks. It can be done though, and there are plenty of agencies out there doing it well. This article isn’t meant to be another introduction to agile techniques – there are too many of those online already. This article is for people just dipping their toes into this way of working. I’ve laid out a few of the key reasons why adopting a more fully agile approach seems difficult, at least initially, for those of us working in agencies. 1. Agile asks more of your clients When a team adopts Scrum everyone has to get used to a number of unfamiliar roles and rituals. Few team members have a steeper learning curve than the person designated as the product owner. The product owner carries a lot of weight on their shoulders. They have to uphold the overall vision for the project. They are also meant to be the primary author of the project’s user stories (short atomic descriptions of project features which are testable and relate to a real business need). They should own this list of stories (called a backlog) and should be able to prioritise the order in which the stories are developed, to ensure that the project is delivering real value to the business early and often. When a burst of work is completed (bursts of work in Scrum are called sprints), the product owner leads a review or show-and-tell session with the wider project stakeholders. The product owner needs to understand the work that has been completed, and must champion it to the business. Finally, and most importantly, the product owner is responsible for managing the feedback and requests from stakeholders in such a way that they don’t derail the project team’s agreed workload for any given sprint, without upsetting or offending any of the stakeholders – some of whom may outrank the product owner. If you follow that spec, this is a job for a superhuman in any organisational context. And within the agency/client structure this superhuman needs to be client-side for the process to be at its most effective. So your client, who in the past might have briefed a project to an agency team and then had the work presented back to them every few weeks, is now asked to be involved with the team on a daily basis; to fight on behalf of the team when new or difficult requests come in from senior figures within their organisation; and to present the agency’s work to their own colleagues after each sprint. It’s a big change if all that gets dropped into someone’s lap without warning. There are several ways agencies can mitigate this issue. The ScrumAlliance suggests some alternative ways to structure the product owner role. The approach I have taken in the past is simply to start slow, and gradually move more of the product owner role over to the client side as and when they feel comfortable with it. If you’re working together long-term on a project, and you both see tangible improvements in the quality of the work after adopting an agile process, then your client is more likely to be open to further changes as the partnership progresses. 2. My client wants fixed costs, fixed deadlines and a fixed scope I know. Mine too. Of course they do – it is the way that agencies and clients have agreed to work in digital and other creative service industries for a very long time. On both sides of the fence we’re used to thinking about projects in this way. Of the three, fixing scope is the one that agile purists would rail hardest against. The more time we spend working on digital projects, the less sense it makes. James Archer, CEO of UI/UX design agency Forty puts it like this: For me, the Agile approach is really about acknowledging that disturbing truth that every project manager knows, but has trouble admitting. The truth that the project plan is wrong. Scope creep. Change orders. Shifting priorities. New directions. We act shocked and appalled when those things happen during our carefully planned project, even though they happen on every project ever. Successful relationships require trust and honesty, and we shouldn’t be afraid of discussing this aspect of project management. If you do move away from a fixed scope of work, then the other two items (costs and timings) can be fixed – more or less. If you can get your clients to buy into this from a standing start then you are doing well. In fact you probably deserve a promotion. For most of us this is a continual discussion. Anyway, as soon as you’ve made headway on the argument that it makes little or no sense to try and fix the scope of a digital project, you usually run into a related concern, which we’ll look at next. 3. Fear of uncontrolled costs We all know that a dog is for life, not just for Christmas. At this time of year perhaps we should reiterate to everyone that digital products and services also need support and love once we have taken the decision to bring them into the world. More organisations are realising that their investment in digital platforms should be viewed as an operational expenditure rather than a capital expenditure. But from time to time we will find ourselves working on projects for people who have a finite amount of money to invest in a product at a given point in time. When agencies start talking about these projects as rolling investments those responsible can understandably worry about their costs running out of control. There’s another factor at play here. Agile, on the whole, prefers to derive a cost for services from the hours a team spends working on a project. In other industries this is referred to as charging for time and materials, and there seems to be an ingrained distrust in this approach among people in general. See, for example, the Citizens Advice Bureau’s “Top tips for employing a builder”: “Bear in mind that if you pay a daily rate, this makes it easier for a builder to string the work out and get more money so agree what you will do if the job takes longer than expected.” It’s hard not to feel stung if you are in the builder’s shoes here, as we are when we’re talking about our role as an agency. But if you’ve ever haggled with a builder over time and materials, and also moaned about your clients misunderstanding agile methods, take a moment to reflect on the similarities from your client’s point of view. Again, there are some things we can do to mitigate this issue. Some agencies put in place a service level agreement around their team’s velocity (an agile-related term related to how much work a team delivers in any given sprint) and this can help. As the industry moves further towards a long-term approach to investment in digital I hope this fear will subside. But that shift in approach leads to the final concern I want to address. 4. Agency structures need shaking up If you work for a company that has spent many years developing a business model around the waterfall process, you may have to break through many layers of entrenched thinking in order to establish new practices and effect organisational change. There are consultancies that exist specifically to help agencies through their own agile transformation. One of these companies, AgencyAgile, provides a helpful list of common pitfalls. They emphasise the need to look at your whole agency’s structure, rather than simply encouraging project teams to adopt new workflows. Even awesomely run Agile projects can have a limited impact on the overall organization. If you’re serious about changing the way your company approaches projects then try talking to people who sit outside the usual project delivery team. Speak to the finance department if you have one, and try to convince your senior management team if they’re not already on board. And definitely speak to your new business people, who go out there and win the projects you get to work on. It’s these people who need to understand the potential business benefits of working in a new way, and also which of their existing habits and behaviours they might need to change to accommodate a new approach. Otherwise you’ll find yourself with a team of designers, developers and project managers who are ready and waiting to deliver work in an iterative and collaborative way, but by the time they get hold of the project a cost has already been agreed, a deadline has been imposed, and a functional requirements document has been painstakingly put together. Nobody wins in this situation. Conclusion So where should we go from here? I certainly don’t have hard and fast answers – I’m not sure that they exist in a one-size-fits-all approach for agencies. There are plenty of smart people thinking about this problem. It’s a hot topic right now. Earlier in the year a London-based meetup was established called Agile for Agencies. If you’re in the capital and want to discuss these issues with your peers it’s a great opportunity to do so. I’ve mentioned James Archer and Forty already. Both James and Paul Boag have written in the last twelve months on this subject. They both come out on the side of the argument that suggests you adopt agile principles, but don’t have to worry about the rituals if they don’t fit in with your practices. Personally, I think the rituals and the discipline mandated by an agile framework like Scrum can provide a great deal of value to your team, even it if is hard to implement within an agency culture that has traditionally structured its work and its services in another way. In whatever way you figure out the details, when your teams collaborate with your clients rather than work for them at arm’s length, and when everyone prioritises frequent delivery, reflection and iteration over exhaustive scoping and planning, I believe you’ll see a tangible difference in the quality of the work that you create. 2014 Charlie Perrins charlieperrins 2014-12-12T00:00:00+00:00 https://24ways.org/2014/is-agile-harder-for-agencies/ process
304 Five Lessons From My First 18 Months as a Dev I recently moved from Sydney to London to start a dream job with Twitter as a software engineer. A software engineer! Who would have thought. Having started my career as a journalist, the title ‘engineer’ is very strange to me. The notion of writing in first person is also very strange. Journalists are taught to be objective, invisible, to keep yourself out of the story. And here I am writing about myself on a public platform. Cringe. Since I started learning to code I’ve often felt compelled to write about my experience. I want to share my excitement and struggles with the world! But as a junior I’ve been held back by thoughts like ‘whatever you have to say won’t be technical enough’, ‘any time spent writing a blog would be better spent writing code’, ‘blogging is narcissistic’, etc.  Well, I’ve been told that your thirties are the years where you stop caring so much about what other people think. And I’m almost 30. So here goes! These are five key lessons from my first year and a half in tech: Deployments should delight, not dread Lesson #1: Making your deployment process as simple as possible is worth the investment. In my first dev job, I dreaded deployments. We would deploy every Sunday night at 8pm. Preparation would begin the Friday before. A nominated deployment manager would spend half a day tagging master, generating scripts, writing documentation and raising JIRAs. The only fun part was choosing a train gif to post in HipChat: ‘All aboard! The deployment train leaves in 3, 2, 1…” When Sunday night came around, at least one person from every squad would need to be online to conduct smoke tests. Most times, the deployments would succeed. Other times they would fail. Regardless, deployments ate into people’s weekend time — and they were intense. Devs would rush to have their code approved before the Friday cutoff. Deployment managers who were new to the process would fear making a mistake.  The team knew deployments were a problem. They were constantly striving to improve them. And what I’ve learnt from Twitter is that when they do, their lives will be bliss. TweetDeck’s deployment process fills me with joy and delight. It’s quick, easy and stress free. In fact, it’s so easy I deployed code on my first day in the job! Anyone can deploy, at any time of day, with a single command. Rollbacks are just as simple. There’s no rush to make the deployment train. No manual preparation. No fuss. Value — whether in the form of big new features, simple UI improvements or even production bug fixes — can be shipped in an instant. The team assures me the process wasn’t always like this. They invested lots of time in making their deployments better. And it’s clearly paid off. Code reviews need love, time and acceptance Lesson #2: Code reviews are a three-way gift. Every time I review someone else’s code, I help them, the team and myself. Code reviews were another pain point in my previous job. And to be honest, I was part of the problem. I would raise code reviews that were far too big. They would take days, sometimes weeks, to get merged. One of my reviews had 96 comments! I would rarely review other people’s code because I felt too junior, like my review didn’t carry any weight.  The review process itself was also tiring, and was often raised in retrospectives as being slow. In order for code to be merged it needed to have ticks of approval from two developers and a third tick from a peer tester. It was the responsibility of the author to assign the reviewers and tester. It was felt that if it was left to team members to assign themselves to reviews, the “someone else will do it” mentality would kick in, and nothing would get done. At TweetDeck, no-one is specifically assigned to reviews. Instead, when a review is raised, the entire team is notified. Without fail, someone will jump on it. Reviews are seen as blocking. They’re seen to be equally, if not more important, than your own work. I haven’t seen a review sit for longer than a few hours without comments.  We also don’t work on branches. We push single commits for review, which are then merged to master. This forces the team to work in small, incremental changes. If a review is too big, or if it’s going to take up more than an hour of someone’s time, it will be sent back. What I’ve learnt so far at Twitter is that code reviews must be small. They must take priority. And they must be a team effort. Being a new starter is no “get out of jail free card”. In fact, it’s even more of a reason to be reviewing code. Reviews are a great way to learn, get across the product and see different programming styles. If you’re like me, and find code reviews daunting, ask to pair with a senior until you feel more confident. I recently paired with my mentor at Twitter and found it really helpful. Get friendly with feature flagging Lesson #3: Feature flagging gives you complete control over how you build and release a project. Say you’re implementing a new feature. It’s going to take a few weeks to complete. You’ll complete the feature in small, incremental changes. At what point do these changes get merged to master? At what point do they get deployed? Do you start at the back end and finish with the UI, so the user won’t see the changes until they’re ready? With feature flagging — it doesn’t matter. In fact, with feature flagging, by the time you are ready to release your feature, it’s already deployed, sitting happily in master with the rest of your codebase.  A feature flag is a boolean value that gets wrapped around the code relating to the thing you’re working on. The code will only be executed if the value is true. if (TD.decider.get(‘new_feature’)) { //code for new feature goes here } In my first dev job, I deployed a navigation link to the feature I’d been working on, making it visible in the product, even though the feature wasn’t ready. “Why didn’t you use a feature flag?” a senior dev asked me. An honest response would have been: “Because they’re confusing to implement and I don’t understand the benefits of using them.” The fix had to wait until the next deployment. The best thing about feature flagging at TweetDeck is that there is no need to deploy to turn on or off a feature. We set the status of the feature via an interface called Deckcider, and the code makes regular API requests to get the status.  At TweetDeck we are also able to roll our features out progressively. The first rollout might be to a staging environment. Then to employees only. Then to 10 per cent of users, 20 per cent, 30 per cent, and so on. A gradual rollout allows you to monitor for bugs and unexpected behaviour, before releasing the feature to the entire user base. Sometimes a piece of work requires changes to existing business logic. So the code might look more like this: if (TD.decider.get(‘change_to_existing_feature’)) { //new logic goes here } else { //old logic goes here } This seems messy, right? Riddling your code with if else statements to determine which path of logic should be executed, or which version of the UI should be displayed. But at Twitter, this is embraced. You can always clean up the code once a feature is turned on. This isn’t essential, though. At least not in the early days. When a cheeky bug is discovered, having the flag in place allows the feature to be very quickly turned off again. Let data and experimentation drive development Lesson #4: Use data to determine the direction of your product and measure its success. The first company I worked for placed a huge amount of emphasis on data-driven decision making. If we had an idea, or if we wanted to make a change, we were encouraged to “bring data” to show why it was necessary. “Without data, you’re just another person with an opinion,” the chief data scientist would say. This attitude helped to ensure we were building the right things for our customers. Instead of just plucking a new feature out of thin air, it was chosen based on data that reflected its need. But how do you design that feature? How do you know that the design you choose will have the desired impact? That’s where experiments come into play.  At TweetDeck we make UI changes that we hope will delight our users. But the assumptions we make about our users are often wrong. Our front-end team recently sat in a room and tried to guess which UIs from A/B tests had produced better results. Half the room guessed incorrectly every time. We can’t assume a change we want to make will have the impact we expect. So we run an experiment. Here’s how it works. Users are placed into buckets. One bucket of users will have access to the new feature, the other won’t. We hypothesise that the bucket exposed to the new feature will have better results. The beauty of running an experiment is that we’ll know for sure. Instead of blindly releasing the feature to all users without knowing its impact, once the experiment has run its course, we’ll have the data to make decisions accordingly. Hire the developer, not the degree Lesson #5: Testing candidates on real world problems will allow applicants from all backgrounds to shine. Surely, a company like Twitter would give their applicants insanely difficult code tests, and the toughest technical questions, that only the cleverest CS graduates could pass, I told myself when applying for the job. Lucky for me, this wasn’t the case. The process was insanely difficult—don’t get me wrong—but the team at TweetDeck gave me real world problems to solve. The first code test involved bug fixes, performance and testing. The second involved DOM traversal and manipulation. Instead of being put on the spot in a room with a whiteboard and pen I was given a task, access to the internet, and time to work on it. Similarly, in my technical interviews, I was asked to pair program on real world problems that I was likely to face on the job. In one of my phone screenings I was told Twitter wanted to increase diversity in its teams. Not just gender diversity, but also diversity of experience and background. Six months later, with a bunch of new hires, team lead Tom Ashworth says TweetDeck has the most diverse team it’s ever had. “We designed an interview process that gave us a way to simulate the actual job,” he said. “It’s not about testing whether you learnt an algorithm in school.” Is this lowering the bar? No. The bar is whether a candidate has the ability to solve problems they are likely to face on the job. I recently spoke to a longstanding Atlassian engineer who said they hadn’t seen an algorithm in their seven years at the company. These days, only about 50 per cent of developers have computer science degrees. The majority of developers are self taught, learn on the job or via online courses. If you want to increase diversity in your engineering team, ensure your interview process isn’t excluding these people. 2016 Amy Simmons amysimmons 2016-12-20T00:00:00+00:00 https://24ways.org/2016/my-first-18-months-as-a-dev/ process
41 What Is Vagrant and Why Should I Care? If you run a web server, a database server and your scripting language(s) of choice on your main machine and you have not yet switched to using virtualisation in your workflow then this essay may be of some value to you. I know you exist because I bump into you daily: freelancers coming in to work on our projects; internet friends complaining about reinstalling a development environment because of an operating system upgrade; fellow agency owners who struggle to brief external help when getting a particular project up and running; or even hardcore back-end developers who “don’t do ops” and prefer to run their development stack of choice locally. There are many perfectly reasonable arguments as to why you may not have already made the switch, from being simply too busy, all the way through to a distrust of the new. I’ll admit that there are many new technologies or workflows that I hear of daily and instantly disregard because I have tool overload, that feeling I get when I hear about a new shiny thing and think “Well, what I do now works – I’ll leave it for others to play with.” If that’s you when it comes to Vagrant then I hope you’ll hear me out. The business case is compelling enough for you to make that switch; as a bonus it’s also really easy to get going. In this article we’ll start off by going through the high level, the tools available and how it all fits together. Then we’ll touch on the justification for making the switch, providing a few use cases that might resonate with you. Finally, I’ll provide a very simple example that you can follow to get yourself up and running. What? You already know what virtualisation is. You use the ability to run an operating system within another operating system every day. Whether that’s Parallels or VMware on your laptop or similar server-based tools that drive the ‘cloud’, squeezing lots of machines on to physical hardware and making it really easy to copy servers and even clusters of servers from one place to another. It’s an amazing technology which has changed the face of the internet over the past fifteen years. Simply put, Vagrant makes it really easy to work with virtual machines. According to the Vagrant docs: If you’re a designer, Vagrant will automatically set everything up that is required for that web app in order for you to focus on doing what you do best: design. Once a developer configures Vagrant, you don’t need to worry about how to get that app running ever again. No more bothering other developers to help you fix your environment so you can test designs. Just check out the code, vagrant up, and start designing. While I’m not sure I agree with the implication that all designers would get others to do the configuring, I think you’ll agree that the “Just check out the code… and start designing” premise is very compelling. You don’t need Vagrant to develop your web applications on virtual machines. All you need is a virtualisation software package, something like VMware Workstation or VirtualBox, and some code. Download the half-gigabyte operating system image that you want and install it. Then download and configure the stack you’ll be working with: let’s say Apache, MySQL, PHP. Then install some libraries, CuRL and ImageMagick maybe, and finally configure the ability to easily copy files from your machine to the new virtual one, something like Samba, or install an FTP server. Once this is all done, copy the code over, import the database, configure Apache’s virtual host, restart and cross your fingers. If you’re a bit weird like me then the above is pretty easy to do and secretly quite fun. Indeed, the amount of traffic to one of my more popular blog posts proves that a lot of people have been building themselves development servers from scratch for some time (or at least trying to anyway), whether that’s on virtual or physical hardware. Or you could use Vagrant. It allows you, or someone else, to specify in plain text how the machine’s virtual hardware should be configured and what should be installed on it. It also makes it insanely easy to get the code on the server. You check out your project, type vagrant up and start work. Why? It’s worth labouring the point that Vagrant makes it really easy; I mean look-no-tangle-of-wires-or-using-vim-and-loads-of-annoying-command-line-stuff easy to run a development environment. That’s all well and good, I hear you say, but there’s a steep learning curve, an overhead to switch. You’re busy and this all sounds great but you need to get on; you’ve got a career to build or a business to run and you don’t have time to learn new stuff right now. In short, what’s the business case? The business case involves saved time, a very low barrier to entry and the ability to give the exact same environment to somebody else. Getting your first development virtual machine running will take minutes, not counting download time. Seriously, use pre-built Vagrant files and provisioners (we’ll touch on this below) and you can start developing immediately. Once you’ve finished developing you can check in your changes, ask a colleague or freelancer to check them out, and then they run the code on the exact same machine – even if they are on the other side of the world and regardless of whether they are on Windows, Linux or Apple OS X. The configuration to build the machine isn’t a huge binary disk image that’ll take ages to download from Git; it’s two small text files that can be version controlled too, so you can see any changes made to the config and roll back if needed. No more ‘It works for me’ reports; no ‘Oh, I was using PHP 5.3.3, not PHP 5.3.11’ – you’re both working on exact same copies of the development environment. With a tested and verified provisioning file you’ll have the confidence that when you brief your next freelancer in to your team there won’t be that painful to and fro of getting the system up and running, where you’re on a Skype call and they are uttering the immortal words, ‘It still doesn’t work’. You know it works because you can run it too. This portability becomes even more important when you’re working on larger sites and systems. Need a load balancer? Multiple front-end servers and a clustered database back-end? No problem. Add each server into the same Vagrant file and a single command will build all of them. As you’ll know if you work on larger, business critical systems, keeping the operating systems in sync is a real problem: one server with a slightly different library causing sporadic and hard to trace issues is a genuine time black hole. Well, the good news is that you can use the same provisioning files to keep test and production machines in sync using your current build workflow. Let’s also not forget the most simple use case: a single developer with multiple websites running on a single machine. If that’s you and you switch to using Vagrant-managed virtual machines then the next time you upgrade your operating system or do a fresh install there’s no chance that things will all stop working. The server config is all tucked away in version control with your code. Just pull it down and carry on coding. OK, got it. Show me already If you want to try this out you’ll need to install the latest VirtualBox and Vagrant for your platform. If you already have VMware Workstation or another supported virtualisation package installed you can use that instead but you may need to tweak my Vagrant file below. Depending on your operating system, a reboot might also be wise. Note: the commands below were executed on my MacBook, but should also work on Windows and Linux. If you’re using Windows make sure to run the command prompt as Administrator or it’ll fall over when trying to update the hosts file. As a quick sanity check let’s just make sure that we have the vagrant command in our path, so fire up a terminal and check the version number: $ vagrant -v Vagrant 1.6.5 We’ve one final thing to install and that’s the vagrant-hostsupdater plugin. Once again, in your terminal: $ vagrant plugin install vagrant-hostsupdater Installing the 'vagrant-hostsupdater' plugin. This can take a few minutes... Installed the plugin 'vagrant-hostsupdater (0.0.11)'! Hopefully that wasn’t too painful for you. There are two things that you need to manage a virtual machine with Vagrant: a Vagrant file: this tells Vagrant what hardware to spin up a provisioning file: this tells Vagrant what to do on the machine To save you copying and pasting I’ve supplied you with a simple example (ZIP) containing both of these. Unzip it somewhere sensible and in your terminal make sure you are inside the Vagrant folder: $ cd where/you/placed/it/24ways $ ls -l -rw-r--r--@ 1 bealers staff 11055 9 Nov 09:16 bealers-24ways.md -rw-r--r--@ 1 bealers staff 118152 9 Nov 10:08 it-works.png drwxr-xr-x 5 bealers staff 170 8 Nov 22:54 vagrant $ cd vagrant/ $ ls -l -rw-r--r--@ 1 bealers staff 1661 8 Nov 21:50 Vagrantfile -rwxr-xr-x@ 1 bealers staff 3841 9 Nov 08:00 provision.sh The Vagrant file tells Vagrant how to configure the virtual hardware of your development machine. Skipping over some of the finer details, here’s what’s in that Vagrant file: www.vm.box = "ubuntu/trusty64" Use Ubuntu 14.04 for the VM’s OS. Vagrant will only download this once. If another project uses the same OS, Vagrant will use a cached version. www.vm.hostname = "bealers-24ways.dev" Set the machine’s hostname. If, like us, you’re using the vagrant-hostsupdater plugin, this will also get added to your hosts file, pointing to the virtual machine’s IP address. www.vm.provider :virtualbox do |vb| vb.customize ["modifyvm", :id, "--cpus", "2" ] end Here’s an example of configuring the virtual machine’s hardware on the fly. In this case we want two virtual processors. Note: this is specific for the VirtualBox provider, but you could also have a section for VMware or other supported virtualisation software. www.vm.network "private_network", ip: "192.168.13.37" This specifies that we want a private networking link between your computer and the virtual machine. It’s probably best to use a reserved private subnet like 192.168.0.0/16 or 10.0.0.0/8 www.vm.synced_folder "../", "/var/www/24ways", owner: "www-data", group: "www-data" A particularly handy bit of Vagrant magic. This maps your local 24ways parent folder to /var/www/24ways on the virtual machine. This means the virtual machine already has direct access to your code and so do you. There’s no messy copying or synchronisation – just edit your files and immediately run them on the server. www.vm.provision :shell, :path => "provision.sh" This is where we specify the provisioner, the script that will be executed on the machine. If you open up the provisioner you’ll see it’s a bash script that does things like: install Apache, PHP, MySQL and related libraries configure the libraries: set permissions, enable logging create a database and grant some access rights set up some code for us to develop on; in this case, fire up a vanilla WordPress installation To get this all up and running you simply need to run Vagrant from within the vagrant folder: $ vagrant up You should now get a Matrix-like stream of stuff shooting up the screen. If this is the first time Vagrant has used this particular operating system image – remember we’ve specified the latest version of Ubuntu – it’ll download the disc image and cache it for future reuse. Then all the packages are downloaded and installed and finally all our configuration steps occur incluing the download and configuration of WordPress. Halfway through proceedings it’s likely that the process will halt at a prompt something like this: ==> www: adding to (/etc/hosts) : 192.168.13.37 bealers-24ways.dev # VAGRANT: 2dbfbced1b1e79d2a0942728a0a57ece (www) / 899bd80d-4251-4f6f-91a0-d30f2d9918cc Password: You need to enter your password to give vagrant sudo rights to add the IP address and hostname mapping to your local hosts file. Once finished, fire up your browser and go to http://bealers-24ways.dev. You should see a default WordPress installation. The username for wp-admin is admin and the password is 24ways. If you take a look at your local filesystem the 24ways folder should now look like: $ cd ../ $ ls -l -rw-r--r--@ 1 bealers staff 13074 9 Nov 10:14 bealers-24ways.md drwxr-xr-x 21 bealers staff 714 9 Nov 10:06 code drwxr-xr-x 3 bealers staff 102 9 Nov 10:06 etc -rw-r--r--@ 1 bealers staff 118152 9 Nov 10:08 it-works.png drwxr-xr-x 5 bealers staff 170 9 Nov 10:03 vagrant -rwxr-xr-x 1 bealers staff 1315849 9 Nov 10:06 wp-cli $ cd vagrant/ $ ls -l -rw-r--r--@ 1 bealers staff 1661 9 Nov 09:41 Vagrantfile -rwxr-xr-x@ 1 bealers staff 3836 9 Nov 10:06 provision.sh The code folder contains all the WordPress files. You can edit these directly and refresh that page to see your changes instantly. Staying in the vagrant folder, we’ll now SSH to the machine and have a quick poke around. $ vagrant ssh Welcome to Ubuntu 14.04.1 LTS (GNU/Linux 3.13.0-39-generic x86_64) * Documentation: https://help.ubuntu.com/ System information as of Sun Nov 9 10:03:38 UTC 2014 System load: 1.35 Processes: 102 Usage of /: 2.7% of 39.34GB Users logged in: 0 Memory usage: 16% IP address for eth0: 10.0.2.15 Swap usage: 0% Graph this data and manage this system at: https://landscape.canonical.com/ Get cloud support with Ubuntu Advantage Cloud Guest: http://www.ubuntu.com/business/services/cloud 0 packages can be updated. 0 updates are security updates. vagrant@bealers-24ways:~$ You’re now logged in as the Vagrant user; if you want to become root this is easy: vagrant@bealers-24ways:~$ sudo su - root@bealers-24ways:~# Or you could become the webserver user, which is a good idea if you’re editing the web files directly on the server: root@bealers-24ways:~# su - www-data www-data@bealers-24ways:~$ www-data’s home directory is /var/www so we should be able to see our magically mapped files: www-data@bealers-24ways:~$ ls -l total 4 drwxr-xr-x 1 www-data www-data 306 Nov 9 10:09 24ways drwxr-xr-x 2 root root 4096 Nov 9 10:05 html www-data@bealers-24ways:~$ cd 24ways/ www-data@bealers-24ways:~/24ways$ ls -l total 1420 -rw-r--r-- 1 www-data www-data 13682 Nov 9 10:19 bealers-24ways.md drwxr-xr-x 1 www-data www-data 714 Nov 9 10:06 code drwxr-xr-x 1 www-data www-data 102 Nov 9 10:06 etc -rw-r--r-- 1 www-data www-data 118152 Nov 9 10:08 it-works.png drwxr-xr-x 1 www-data www-data 170 Nov 9 10:03 vagrant -rwxr-xr-x 1 www-data www-data 1315849 Nov 9 10:06 wp-cli We can also see some of our bespoke configurations: www-data@bealers-24ways:~/24ways$ cat /etc/php5/mods-available/siftware.ini upload_max_filesize = 15M log_errors = On display_errors = On display_startup_errors = On error_log = /var/log/apache2/php.log memory_limit = 1024M date.timezone = Europe/London www-data@bealers-24ways:~/24ways$ ls -l /etc/apache2/sites-enabled/ total 0 lrwxrwxrwx 1 root root 43 Nov 9 10:06 bealers-24ways.dev.conf -> /var/www/24ways/etc/bealers-24ways.dev.conf If you want to leave the server, simply type Ctrl+D a few times and you’ll be back where you started. www-data@bealers-24ways:~/24ways$ logout root@bealers-24ways:~# logout vagrant@bealers-24ways:~$ logout Connection to 127.0.0.1 closed. $ You can now halt the machine: $ vagrant halt ==> www: Attempting graceful shutdown of VM... ==> www: Removing hosts Bonus level The example I’ve provided isn’t very realistic. In the real world I’d expect the Vagrant file and provisioner to be included with the project and for it not to create the directory structure, which should already exist in your project. The same goes for the Apache VirtualHost file. You’ll also probably have a default SQL script to populate the database. As you work with Vagrant you might start to find bash provisioning to be quite limiting, especially if you are working on larger projects which use more than one server. In that case I would suggest you take a look at Ansible, Puppet or Chef. We use Ansible because we like YAML but they all do the same sort of thing. The main benefit is being able to use the same Vagrant provisioning scripts to also provision test, staging and production environments using your build workflows. Having to supply a password so the hosts file can be updated gets annoying very quicky so you can give Vagrant sudo rights: $ sudo visudo Add these lines to the bottom (Shift+G then i then Ctrl+V then Esc then :wq) Cmnd_Alias VAGRANT_HOSTS_ADD = /bin/sh -c echo "*" >> /etc/hosts Cmnd_Alias VAGRANT_HOSTS_REMOVE = /usr/bin/sed -i -e /*/ d /etc/hosts %staff ALL=(root) NOPASSWD: VAGRANT_HOSTS_ADD, VAGRANT_HOSTS_REMOVE Vagrant caches the operating system images that you download but it’ll download the installed software packages every time. You can get around this by using a plugin like vagrant-cachier or, if you’re really keen, maintain local Apt repositories (or whatever the equivalent is for your server architecture). At some point you might start getting a large number of virtual machines running on your poor hardware all at the same time, especially if you’re switching between projects a lot and each of those projects use lots of servers. We’re just getting to that stage now, so are considering a medium-term move to a containerised option like Docker, which seems to be maturing now. If you are keen not to use any command line tools whatsoever and you’re on OS X then you could check out Vagrant Manager as it looks quite shiny. Finally, there are a huge amount of resources to give you pre-built Vagrant machines from the likes of VVV for Wordpress, something similar for Perch, PuPHPet for generating various configurations, and a long list of pre-built operating systems at VagrantBox.es. Wrapping up Hopefully you can now see why it might be worthwhile to add Vagrant to your development workflow. Whether you’re an agency drafting in freelancers or a one-person band running lots of sites on your laptop using MAMP or something similar. Vagrant makes it easy to launch exact copies of the same machine in a repeatable and version controlled way. The learning curve isn’t too steep and, once configured, you can forget about it and focus on getting your work done. 2014 Darren Beale darrenbeale 2014-12-05T00:00:00+00:00 https://24ways.org/2014/what-is-vagrant-and-why-should-i-care/ process
232 Optimize Your Web Design Workflow I’m not sure about you, but I still favour using Photoshop to create my designs for the web. I agree that this application, even with its never-ending feature set, is not the perfect environment to design websites in. The ideal application doesn’t exist yet, however, so until it does it’s maybe not such a bad idea to investigate ways to optimize our workflow. Why use Photoshop? It will probably not come as a surprise if I say that Photoshop and Illustrator are the applications that I know best and feel most comfortable and creative in. Some people prefer Fireworks for web design. Even though I understand people’s motivations, I still prefer Photoshop personally. On the occasions that I gave Fireworks a try, I ended up just using the application to export my images as slices, or to prepare a dummy for the client. For some reason, I’ve never been able to find my way in that app. There were always certain things missing that could only be done in either Photoshop or Illustrator, which bothered me. Why not start in the browser? These days, with CSS3 styling emerging, there are people who find it more efficient to design in the browser. I agree that at a certain point, once the basic design is all set and defined, you can jump right into the code and go from there. But the actual creative part, at least for me, needs to be done in an application such as Photoshop. As a designer I need to be able to create and experiment with shapes on the fly, draw things, move them around, change colours, gradients, effects, and so on. I can’t see me doing this with code. I’m sure if I switch to markup too quickly, I might end up with a rather boxy and less interesting design. Once I start playing with markup, I leave my typical ‘design zone’. My brain starts thinking differently – more rational and practical, if you know what I mean; I start to structure and analyse how to mark up my design in the most efficient semantic way. When I design, I tend to let that go for a bit. I think more freely and not so much about the limitations, as it might hinder my creativity. Now that you know my motivations to stick with Photoshop for the time being, let’s see how we can optimize this beast. Optimize your Photoshop workspace In Photoshop CS5 you have a few default workspace options to choose from which can be found at the top right in the Application Bar (Window > Application Bar). You can set up your panels and palettes the way you want, starting from the ‘Design’ workspace option, and save this workspace for future web work. Here is how I have set up things for when I work on a website design: I have the layers palette open, and I keep the other palettes collapsed. Sometimes, when space permits, I open them all. For designers who work both on print and web, I think it’s worthwhile to save a workspace for both, or for when you’re doing photo retouching. Set up a grid When you work a lot with Shape Layers like I do, it’s really helpful to enable the Grid (View > Show > Grid) in combination with Snap to Grid (View > Snap To > Grid). This way, your vector-based work will be pixel-sharp, as it will always snap to the grid, and so you don’t end up with blurry borders. To set up your preferred grid, go to Preferences > Guides, Grids and Slices. A good setting is to use ‘Gridline Every 10 pixels’ and ‘Subdivision 10’. You can switch it on and off at any time using the shortcut Cmd/Ctrl + ’. It might also help to turn on Smart Guides (View > Show > Smart Guides). Another important tip for making sure your Shape Layer boxes and other shapes are perfectly aligned to the pixel grid when you draw them is to enable Snap to Pixels. This option can be enabled in the Application bar in the Geometry options dropdown menu when you select one of the shape tools from the toolbox. Use Shape Layers To keep your design as flexible as possible, it’s a good thing to use Shape Layers wherever you can as they are scalable. I use them when I design for the iPhone. All my icons, buttons, backgrounds, illustrative graphics – they are all either Smart Objects placed from Illustrator, or Shape Layers. This way, the design is scalable for the retina display. Use Smart Objects Among the things I like a lot in Photoshop are Smart Objects. Smart Objects preserve an image’s source content with all its original characteristics, enabling you to perform non-destructive editing to the layer. For me, this is the ideal way of making my design flexible. For example, a lot of elements are created in Illustrator and are purely vector-based. Placing these elements in Photoshop as Smart Objects (via copy and paste, or dragging from Illustrator into Photoshop) will keep them vector-based and scalable at all times without loss of quality. Another way you could use Smart Objects is whenever you have repeating elements; for example, if you have a stream or list of repeating items. You could, for instance, create one, two or three different items (for the sake of randomness), make each one a Smart Object, and repeat them to create the list. Then, when you have to update, you need only change the Smart Object, and the update will be automatically applied in all its linked instances. Turning photos into Smart Objects before you resize them is also worth considering – you never know when you’ll need that same photo just a bit bigger. It keeps things more flexible, as you leave room to resize the image at a later stage. I use this in combination with the Smart Filters a lot, as it gives me such great flexibility. I usually use Smart Objects as well for the main sections of a web page, which are repeated across different pages of a site. So, for elements such as the header, footer and sidebar, it can be handy for bigger projects that are constantly evolving, where you have to create a lot of different pages in Photoshop. You could save a template page that has the main sections set up as Smart Objects, always in their latest version. Each time you need to create new page, you can start from that template file. If you need to update an existing page because the footer (or sidebar, or header) has been updated, you can drag the updated Smart Object into this page. Although, do I wish Photoshop made it possible to have Smart Objects live as separate files, which are then linked to my different pages. Then, whenever I update the Smart Object, the pages are automatically updated next time I open the file. This is how linked files work in InDesign and Illustrator when you place a external image. Use Layer Comps In some situations, using Layer Comps can come in handy. I try to use them when the design consists of different states; for example, if there are hidden and show states of certain content, such as when content is shown after clicking a certain button. It can be useful to create a Layer Comp for each state. So, when you switch between the two Layer Comps, you’re switching between the two states. It’s OK to move or hide content in each of these states, as well as apply different layer styles. I find this particularly useful when I need to save separate JPEG versions of each state to show to the client, instead of going over all the eye icons in the layers palette to turn the layers’ visibility on or off. Create a set of custom colour swatches I tend to use a distinct colour Swatches palette for each project I work on, by saving a separate Swatches palette in project’s folder (as an .ase file). You can do this through the palette’s dropdown menu, choosing Save Swatches for Exchange. Selecting this option gives you the flexibility to load this palette in other Adobe applications like Illustrator, InDesign or Fireworks. This way, you have the colours of any particular project at hand. I name each colour, using the hexadecimal values. Loading, saving or changing the view of the Swatches palette can be done via the palette’s dropdown menu. My preferred view is ‘Small List’ so I can see the hexadecimal values or other info I have added in the description. I do wish Photoshop had the option of loading several different Styles palettes, so I could have two or more of them open at the same time, but each as a separate palette. This would be handy whenever I switch to another project, as I’m usually working on more than one project in a day. At the moment, you can only add a set of colours to the palette that is already open, which is frustrating and inefficient if you need to update the palette of a project separately. Create a set of custom Styles Just like saving a Swatches palette, I also always save the styles I apply in the Styles palette as a separate Styles file in the project’s folder when I work on a website design or design for iPhone/iPad. During the design process, I can save it each time styles are added. Again, though, it would be great if we could have different Styles palettes open at the same time. Use a scratch file What I also find particularly timesaving, when working on a large project, is using some kind of scratch file. By that, I mean a file that has elements in place that you reuse a lot in the general design. Think of buttons, icons and so on, that you need in every page or screen design. This is great for both web design work and iPad/iPhone work. Use the slice tool This might not be something you think of at first, because you probably associate this way of working with ‘old-school’ table-based techniques. Still, you can apply your slice any way you want, keeping your way of working in mind. Just think about it for a second. If you use the slice tool, and you give each slice its proper filename, you don’t have to worry about it when you need to do updates on the slice or image. Photoshop will remember what the image of that slice is called and which ‘Save for Web’ export settings you’ve used for it. You can also export multiple slices all at once, or export only the ones you need using ‘Save selected slices’. I hope this list of optimization tips was useful, and that they will help you improve and enjoy your time in Photoshop. That is, until the ultimate web design application makes its appearance. Somebody is building this as we speak, right? 2010 Veerle Pieters veerlepieters 2010-12-10T00:00:00+00:00 https://24ways.org/2010/optimize-your-web-design-workflow/ process
85 Starting Your Project on the Right Foot (and Keeping It There) I’m not sure if anything is as terrifying as beginning a new design project. I often spend hours trying to find the best initial footing in a design, so I’ve been working hard to improve my process, particularly for the earliest stages of a project. I want to smooth out the bumps that disrupt my creative momentum and focus on the emotional highs and lows I experience, and then try to minimize the lows and ride the highs as long as possible. Design is often a struggle broken up by blissful moments of creative clarity that provide valuable force to move your work forward. Momentum is a powerful tool in creative work, and it’s something we don’t always maximize when we’re working because of the hectic nature of our field. Obviously, every designer is going to have a different process, but I thought I’d share some of the methods I’ve begun to adopt. I hope this will spark a conversation among designers who are interested in looking at process in a new way. Jump-starting a project I cannot overstate the importance of immersing yourself in design and collecting ample amounts of inspiration when beginning a project. I make it a daily practice to visit a handful of sites (Dribbble, Graphic Exchange, Web Creme, siteInspire, Designspiration, and others) and save any examples of design that I like. I then sort them into general categories (publication design, illustration, typography, web design, and so on). Enjoying a bit of fresh design every day helps me absorb it and analyze why it’s effective instead of just imitating it.  Many designers are afraid to look at too much design for fear that they’ll be tempted to copy it, but I feel a steady influx of design inspiration reduces that possibility. You’re much more likely to take the easy way out and rip off a design if you’re scrambling for inspiration after getting stuck. If you are immersed in design from a variety of mediums, you’ll engage your creative brain on multiple levels and have an easier time creating something unique for your project. Looking at good design will not make you a good designer but it will make you a better designer. Design is design Try not to limit your visual research to the medium you’re working in. Websites, books, posters and packaging all have their own unique limitations and challenges, and any one of those characteristics could be useful to you. Posters need to grab the viewer and pass on a small tidbit of information; packaging needs to encourage physical interaction; and websites need to encourage exploration. If you know the challenges you’ll be facing, you will know where to look for design that tackles those same problems. I find it refreshing to look at design from the turn of the nineteenth century, when type was laid out on objects without thought to aesthetics. Many vintage packages break all sorts of modern design rules, and looking at that kind of work is a great way to spark your creativity. Pulling yourself out of the box and away from the rules of what you’re working on can reveal solutions that are innovative and unique. After a little finessing, the warning label text from a 1940s hazardous chemical box from could have the exact type and icon arrangement you need for your project. There’s a massive pool of design to pull from that doesn’t have the limitations the web has, and exploring those design worlds will help you grow your own repertoire. If all else fails, start with the footer The very beginning of a project is the most frustrating point in a project for me. I’m trying to figure out typeface combinations, colors and the overall voice of the design, and until I find the right solutions, I’m a wreck. I’ve found often that my frustration stems from trying to solve too many problems at once. The beginning of a project has a lot of moving targets, nearly endless possible solutions, and constantly changing variables. You’ll knock out one problem only to discover your solution doesn’t jive with something you worked out earlier — you end up designing in circles. If you find yourself getting stuck at the beginning of a website design, try working out one specific element of the site and see what emerges. I’m going to recommend the footer. Why? Footers can easily be ignored in a design or become a dumping ground for items that couldn’t be worked into the main layout. But, at the start of most projects, the minimum content requirements for the footer are usually established. There needs to be a certain number of links, social media buttons, copyright details, a search bar, and so on. It’s a self-contained item within the design that has a specific purpose, and that’s a great element to focus on when you’re stuck in a design. Colors, typefaces, link styles, input fields and buttons can all be sketched out from just the footer. It’s a very flexible element that can be as prominent or subtle as you want, and it’s a solid starting point for setting the tone and style of a site. Save the details Designers love details. I love details. But don’t let nitpicking early on in your process kill your creative momentum. Design is an emotional process, and being frustrated or defeated by a tricky problem or a graphical detail you just can’t nail down can deflate your creative energies. If you hit a roadblock, set it aside and tackle another piece of the project. As you spend time engaged in a design, the style you develop will evolve according to the needs of the content, and you might arrive naturally at a solution that will work perfectly for the problem that had you stuck before.  If I find myself working on one particular element for more than a half an hour without any clear movement, I shelve it. Designers often wear their obsessive detail-oriented tendencies as a badge of honor, but there’s a difference between making the design better and wasting time. If you’ve spent hours nudging elements around pixel by pixel and can’t settle on something, it probably means what you’re doing isn’t making a huge improvement on the design. Don’t be afraid to let it lie and come at it again with fresh eyes. You will be better equipped to tackle the finer points of a project once you’ve got the broad strokes defined. Have a plan when you start and stop designing We all know that creativity isn’t something you can turn on effortlessly, and it’s easy to forget the emotional process that goes along with design. If you leave a project in a place of frustration, it’s going to stay with you in your free time and affect you negatively, like a dark cloud of impending disaster. Try to end each design session with a victory, a small bit of definable progress that you can take with you in your downtime. Even something as small as finding the right opacity for the interior shadow on the search bar in the header of the site is a win. Likewise, when you return to a project after a break, it can be difficult to get the ball rolling on the design again if you set it down without a clear path for the next steps. I find that I work on details best when I’m returning from downtime, when I’m fresh and re-energized and ready to dig in again. Try to pick out at least one element you’d like to fine-tune when you are winding down in a design session and use it to kick-start your next session. Content is king I would argue there is nothing more crucial to the success of a design than having the content defined from the outset. Designing without content is similar to designing without an audience, and designing with vague ideas of content types and character limits is going to result in a muted design that doesn’t reach its full potential. Images and language go hand in hand with design, and can take a design from functional to outstanding if you have them available from the outset. We don’t always have the luxury of having content to build a design around, but fight for it whenever you can. For example, if the site you are designing is full of technical jargon, your paragraphs might need a longer line length to accommodate the longer words being used.  Often, working with content will lead to design solutions you wouldn’t have come to otherwise. Design speaks to content, and content speaks to design. Lorem ipsum doesn’t speak to anyone (unless you know Latin, in which case, congratulations!). Every project has its own set of needs, and every designer has his or her own method of working. There’s obviously no perfect process to design, and being dogmatic about process can be just as harmful as not having one. Exposing yourself to new design and new ways of designing is an easy way to test your skills and grow. When things are hard and you can’t get any momentum going on a design, this is when your skill set is truly challenged. We all hope to get wonderful projects with great assets and ample creative possibilities, but you won’t always be so blessed, and this is when the quality of your process is really going to shine. 2012 Bethany Heck bethanyheck 2012-12-02T00:00:00+00:00 https://24ways.org/2012/starting-your-project-on-the-right-foot/ process
259 Designing Your Future I’ve had the pleasure of working for a variety of clients – both large and small – over the last 25 years. In addition to my work as a design consultant, I’ve worked as an educator, leading the Interaction Design team at Belfast School of Art, for the last 15 years. In July, 2018 – frustrated with formal education, not least the ever-present hand of ‘austerity’ that has ravaged universities in the UK for almost a decade – I formally reduced my teaching commitment, moving from a full-time role to a half-time role. Making the move from a (healthy!) monthly salary towards a position as a freelance consultant is not without its challenges: one month your salary’s arriving in your bank account (and promptly disappearing to pay all of your bills); the next month, that salary’s been drastically reduced. That can be a shock to the system. In this article, I’ll explore the challenges encountered when taking a life-changing leap of faith. To help you confront ‘the fear’ – the nervousness, the sleepless nights and the ever-present worry about paying the bills – I’ll provide a set of tools that will enable you to take a leap of faith and pursue what deep down drives you. In short: I’ll bare my soul and share everything I’m currently working on to – once and for all – make a final bid for freedom. This isn’t easy. I’m sharing my innermost hopes and aspirations, and I might open myself up to ridicule, but I believe that by doing so, I might help others, by providing them with tools to help them make their own leap of faith. The power of visualisation As designers we have skills that we use day in, day out to imagine future possibilities, which we then give form. In our day-to-day work, we use those abilities to design products and services, but I also believe we can use those skills to design something every bit as important: ourselves. In this article I’ll explore three tools that you can use to design your future: Product DNA Artefacts From the Future Tomorrow Clients Each of these tools is designed to help you visualise your future. By giving that future form, and providing a concrete goal to aim for, you put the pieces in place to make that future a reality. Brian Eno – the noted musician, producer and thinker – states, “Humans are capable of a unique trick: creating realities by first imagining them, by experiencing them in their minds.” Eno helpfully provides a powerful example: When Martin Luther King said, “I have a dream,” he was inviting others to dream that dream with him. Once a dream becomes shared in that way, current reality gets measured against it and then modified towards it. The dream becomes an invisible force which pulls us forward. By this process it starts to come true. The act of imagining something makes it real. When you imagine your future – designing an alternate, imagined reality in your mind – you begin the process of making that future real. Product DNA The first tool, which I use regularly – for myself and for client work – is a tool called Product DNA. The intention of this tool is to identify beacons from which you can learn, helping you to visualise your future. We all have heroes – individuals or organisations – that we look up to. Ask yourself, “Who are your heroes?” If you had to pick three, who would they be and what could you learn from them? (You probably have more than three, but distilling down to three is an exercise in itself.) Earlier this year, when I was putting the pieces in place for a change in career direction, I started with my heroes. I chose three individuals that inspired me: Alan Moore: the author of ‘Do Design: Why Beauty is Key to Everything’; Mark Shayler: the founder of Ape, a strategic consultancy; and Seth Godin: a writer and educator I’ve admired and followed for many years. Looking at each of these individuals, I ‘borrowed’ a little DNA from each of them. That DNA helped me to paint a picture of the kind of work I wanted to do and the direction I wanted to travel. Moore’s book - ‘Do Design’ – had a powerful influence on me, but the primary inspiration I drew from him was the sense of gravitas he conveyed in his work. Moore’s mission is an important one and he conveys that with an appropriate weight of expression. Shayler’s work appealed to me for its focus on equipping big businesses with a startup mindset. As he puts it: “I believe that you can do the things that you do better.” That sense – of helping others to be their best selves – appealed to me. Finally, the words Godin uses to describe himself – “An Author, Entrepreneur and Most of All, a Teacher” – resonated with me. The way he positions himself, as, “most of all, a teacher,” gave me the belief I needed that I could work as an educator, but beyond the ivory tower of academia. I’ve been exploring each of these individuals in depth, learning from them and applying what I learn to my practice. They don’t all know it, but they are all ‘mentors from afar’. In a moment of serendipity – and largely, I believe, because I’d used this tool to explore his work – I was recently invited by Alan Moore to help him develop a leadership programme built around his book. The key lesson here is that not only has this exercise helped me to design my future and give it tangible form, it’s also led to a fantastic opportunity to work with Alan Moore, a thinker who I respect greatly. Artefacts From the Future The second tool, which I also use regularly, is a tool called ‘Artefacts From the Future’. These artefacts – especially when designed as ‘finished’ pieces – are useful for creating provocations to help you see the future more clearly. ‘Artefacts From the Future’ can take many forms: they might be imagined magazine articles, news items, or other manifestations of success. By imagining these end points and giving them form, you clarify your goals, establishing something concrete to aim for. Earlier this year I revisited this tool to create a provocation for myself. I’d just finished Alla Kholmatova’s excellent book on ‘Design Systems’, which I would recommend highly. The book wasn’t just filled with valuable insights, it was also beautifully designed. Once I’d finished reading Kholmatova’s book, I started thinking: “Perhaps it’s time for me to write a new book?” Using the magic of ‘Inspect Element’, I created a fictitious page for a new book I wanted to write: ‘Designing Delightful Experiences’. I wrote a description for the book, considering how I’d pitch it. This imagined page was just what I needed to paint a picture in my mind of a possible new book. I contacted the team at Smashing Magazine and pitched the idea to them. I’m happy to say that I’m now working on that book, which is due to be published in 2019. Without this fictional promotional page from the future, the book would have remained as an idea – loosely defined – rolling around my mind. By spending some time, turning that idea into something ‘real’, I had everything I needed to tell the story of the book, sharing it with the publishing team at Smashing Magazine. Of course, they could have politely informed me that they weren’t interested, but I’d have lost nothing – truly – in the process. As designers, creating these imaginary ‘Artefacts From the Future’ is firmly within our grasp. All we need to do is let go a little and allow our imaginations to wander. In my experience, working with clients and – to a lesser extent, students – it’s the ‘letting go’ part that’s the hard part. It can be difficult to let down your guard and share a weighty goal, but I’d encourage you to do so. At the end of the day, you have nothing to lose. The key lesson here is that your ‘Artefacts From the Future’ will focus your mind. They’ll transform your unformed ideas into ‘tangible evidence’ of future possibilities, which you can use as discussion points and provocations, helping you to shape your future reality. Tomorrow Clients The third tool, which I developed more recently, is a tool called ‘Tomorrow Clients’. This tool is designed to help you identify a list of clients that you aspire to work with. The goal is to pinpoint who you would like to work with – in an ideal world – and define how you’d position yourself to win them over. Again, this involves ‘letting go’ and allowing your mind to imagine the possibilities, asking, “What if…?” Before I embarked upon the design of my new website, I put together a ‘soul searching’ document that acted as a focal point for my thinking. I contacted a number of designers for a second opinion to see if my thinking was sound. One of my graduates – Chris Armstrong, the founder of Niice – replied with the following: “Might it be useful to consider five to ten companies you’d love to work for, and consider how you’d pitch yourself to them?” This was just the provocation I needed. To add a little focus, I reduced the list to three, asking: “Who would my top three clients be?” By distilling the list down I focused on who I’d like to work for and how I’d position myself to entice them to work with me. My list included: IDEO, Adobe and IBM. All are companies I admire and I believed each would be interesting to work for. This exercise might – on the surface – appear a little like indulging in fantasy, but I believe it helps you to clarify exactly what it is you are good at and, just as importantly, put that in to words. For each company, I wrote a short pitch outlining why I admired them and what I thought I could add to their already existing skillset. Focusing first on Adobe, I suggested establishing an emphasis on educational resources, designed to help those using Adobe’s creative tools to get the most out of them. A few weeks ago, I signed a contract with the team working on Adobe XD to create a series of ‘capsule courses’, focused on UX design. The first of these courses – exploring UI design – will be out in 2019. I believe that Armstrong’s provocation – asking me to shift my focus from clients I have worked for in the past to clients I aspire to work for in the future – made all the difference. The key lesson here is that this exercise encouraged me to raise the bar and look to the future, not the past. In short, it enabled me to proactively design my future. In closing… I hope these three tools will prove a welcome addition to your toolset. I use them when working with clients, I also use them when working with myself. I passionately believe that you can design your future. I also firmly believe that you’re more likely to make that future a reality if you put some thought into defining what it looks like. As I say to my students and the clients I work with: It’s not enough to want to be a success, the word ‘success’ is too vague to be a destination. A far better approach is to define exactly what success looks like. The secret is to visualise your future in as much detail as possible. With that future vision in hand as a map, you give yourself something tangible to translate into a reality. 2018 Christopher Murphy christophermurphy 2018-12-15T00:00:00+00:00 https://24ways.org/2018/designing-your-future/ process
237 Circles of Confusion Long before I worked on the web, I specialised in training photographers how to use large format, 5×4″ and 10×8″ view cameras – film cameras with swing and tilt movements, bellows and upside down, back to front images viewed on dim, ground glass screens. It’s been fifteen years since I clicked a shutter on a view camera, but some things have stayed with me from those years. In photography, even the best lenses don’t focus light onto a point (infinitely small in size) but onto ‘spots’ or circles in the ‘film/image plane’. These circles of light have dimensions, despite being microscopically small. They’re known as ‘circles of confusion’. As circles of light become larger, the more unsharp parts of a photograph appear. On the flip side, when circles are smaller, an image looks sharper and more in focus. This is the basis for photographic depth of field and with that comes the knowledge that no photograph can be perfectly focused, never truly sharp. Instead, photographs can only be ‘acceptably unsharp’. Acceptable unsharpness is now a concept that’s relevant to the work we make for the web, because often – unless we compromise – websites cannot look or be experienced exactly the same across browsers, devices or platforms. Accepting that fact, and learning to look upon these natural differences as creative opportunities instead of imperfections, can be tough. Deciding which aspects of a design must remain consistent and, therefore, possibly require more time, effort or compromises can be tougher. Circles of confusion can help us, our bosses and our customers make better, more informed decisions. Acceptable unsharpness Many clients still demand that every aspect of a design should be ‘sharp’ – that every user must see rounded boxes, gradients and shadows – without regard for the implications. I believe that this stems largely from the fact that they have previously been shown designs – and asked for sign-off – using static images. It’s also true that in the past, organisations have invested heavily in style guides which, while maybe still useful in offline media, have a strictness that often fails to allow for the flexibility that we need to create experiences that are appropriate to a user’s browser or device capabilities. We live in an era where web browsers and devices have wide-ranging capabilities, and websites can rarely look or be experienced exactly the same across them. Is a particular typeface vital to a user’s experience of a brand? How important are gradients or shadows? Are rounded corners really that necessary? These decisions determine how ‘sharp’ an element should be across browsers with different capabilities and, therefore, how much time, effort or extra code and images we devote to achieving consistency between them. To help our clients make those decisions, we can use circles of confusion. Circles of confusion Using circles of confusion involves plotting aspects of a visual design into a series of concentric circles, starting at the centre with elements that demand the most consistency. Then, work outwards, placing elements in order of their priority so that they become progressively ‘softer’, more defocused as they’re plotted into outer rings. If layout and typography must remain consistent, place them in the centre circle as they’re aspects of a design that must remain ‘sharp’. When gradients are important – but not vital – to a user’s experience of a brand, plot them close to, but not in the centre. This makes everyone aware that to achieve consistency, you’ll need to carve out extra images for browsers that don’t support CSS gradients. If achieving rounded corners or shadows in all browsers isn’t important, place them into outer circles, allowing you to save time by not creating images or employing JavaScript workarounds. I’ve found plotting aspects of a visual design into circles of confusion is a useful technique when explaining the natural differences between browsers to clients. It sets more realistic expectations and creates an environment for more meaningful discussions about progressive and emerging technologies. Best of all, it enables everyone to make better and more informed decisions about design implementation priorities. Involving clients allows the implications of the decisions they make more transparent. For me, this has sometimes meant shifting deadlines or it has allowed me to more easily justify an increase in fees. Most important of all, circles of confusion have helped the people that I work with move beyond yesterday’s one-size-fits-all thinking about visual design, towards accepting the rich diversity of today’s web. 2010 Andy Clarke andyclarke 2010-12-23T00:00:00+00:00 https://24ways.org/2010/circles-of-confusion/ process
272 Crafting the Front-end Much has been spoken and written recently about the virtues of craftsmanship in the context of web design and development. It seems that we as fabricators of the web are finally tiring of seeking out parallels between ourselves and architects, and are turning instead to the fabled specialist artisans. Identifying oneself as a craftsman or craftswoman (let’s just say craftsperson from here onward) will likely be a trend of early 2012. In this pre-emptive strike, I’d like to expound on this movement as I feel it pertains to front-end development, and encourage care and understanding of the true qualities of craftsmanship (craftspersonship). The core values I’ll begin by defining craftspersonship. What distinguishes a craftsperson from a technician? Dictionaries tend to define a craftsperson as one who possesses great skill in a chosen field. The badge of a craftsperson for me, though, is a very special label that should be revered and used sparingly, only where it is truly deserved. A genuine craftsperson encompasses a few other key traits, far beyond raw skill, each of which must be learned and mastered. A craftsperson has: An appreciation of good work, in both the work of others and their own. And not just good as in ‘hey, that’s pretty neat’, I mean a goodness like a shining purity – the kind of good that feels right when you see it. A belief in quality at every level: every facet of the craftsperson’s product is as crucial as any other, without exception, even those normally hidden from view. Vision: an ability to visualize their path ahead, pre-empting the obstacles that may be encountered to plan a route around them. A preference for simplicity: an almost Bauhausesque devotion to undecorated functionality, with no unjustifiable parts included. Sincerity: producing work that speaks directly to its purpose with flawless clarity. Only when you become a custodian of such values in your work can you consider calling yourself a craftsperson. Now let’s take a look at some steps we front-end developers can take on our journey of enlightenment toward craftspersonhood. Speaking of the craftsman’s journey, be sure to watch out for the video of The Standardistas’ stellar talk at the Build 2011 conference titled The Journey, which should be online sometime soon. Building your own toolbox My grandfather was a carpenter and trained as a young apprentice under a master. After observing and practising the many foundation theories, principles and techniques of carpentry, he was tasked with creating his own set of woodworking tools, which he would use and maintain throughout his career. By going through the process of having to create his own tools, he would be connected at the most direct level with every piece of wood he touched, his tools being his own creations and extensions of his own skilled hands. The depth of his knowledge of these tools must have surpassed the intricate as he fathered, used, cleaned and repaired them, day in and day out over many years. And so it should be, ideally, with all crafts. We must understand our tools right down to the most fundamental level. I firmly believe that a level of true craftsmanship cannot be reached while there exists a layer that remains not wholly understood between a creator and his canvas. Of course, our tools as front-end developers are somewhat more complex than those of other crafts – it may seem reasonable to require that a carpenter create his or her own set of chisels, but somewhat less so to ask a front-end developer to code their own CSS preprocessor, or design their own computer. However, it is still vitally important that you understand how your tools work. This is particularly critical when it comes to things like preprocessors, libraries and frameworks which aim to save you time by automating common processes and functions. For the most part, anything that saves you time is a Good Thing™ but it cannot be stressed enough that using tools like these in earnest should be avoided until you understand exactly what they are doing for you (and, to an extent, how they are doing it). In particular, you must understand any drawbacks to using your tools, and any shortcuts they may be taking on your behalf. I’m not suggesting that you steer clear of paid work until you’ve studied each of jQuery’s 9,266 lines of JavaScript source code but, all levity aside, it will further you on your journey to look at interesting or relevant bits of jQuery, and any other libraries you might want to use. Such libraries often directly link to corresponding sections of their source code on sites like GitHub from their official documentation. Better yet, they’re almost always written in high level languages (easy to read), so there’s no excuse not to don your pith helmet and go on something of an exploration. Any kind of tangential learning like this will drive you further toward becoming a true craftsperson, so keep an open mind and always be ready to step out of your comfort zone. Downtime and tool honing With any craft, it is essential to keep your tools in good condition, and a good idea to stay up-to-date with the latest equipment. This is especially true on the web, which, as we like to tell anyone who is still awake more than a minute after asking what it is that we do, advances at a phenomenal pace. A tool or technique that could be considered best practice this week might be the subject of haughty derision in a comment thread within six months. I have little doubt that you already spend a chunk of time each day keeping up with the latest material from our industry’s finest Interblogs and Twittertubes, but do you honestly put aside time to collect bookmarks and code snippets from things you read into a slowly evolving toolbox? At @media in 2009, Simon Collison delivered a candid talk on his ‘Ultimate Package’. Those of us who didn’t flee the room anticipating a newfound and unwelcome intimacy with the contents of his trousers were shown how he maintained his own toolkit – a collection of files and folders all set up and ready to go for a new project. By maintaining a toolkit in this way, he has consistency across projects and a dependable base upon which to learn and improve. The assembly and maintenance of such a personalized and familiar toolkit is probably as close as we will get to emulating the tool making stage of more traditional craft trades. Keep a master copy of your toolkit somewhere safe, making copies of it for new projects. When you learn of a way in which part of it can be improved, make changes to the master copy. Simplicity through modularity I believe that the user interfaces of all web applications should be thought of as being made up primarily of modular components. Modules in this context are patterns in design that appear repeatedly throughout the app. These can be small collections of elements, like a user profile summary box (profile picture, username, meta data), as well as atomic elements such as headings and list items. Well-crafted front-end architectures have the ability to support this kind of repeating pattern as modules, with as close to no repetition of CSS (or JavaScript) as possible, and as close to no variations in HTML between instances as possible. One of the most fundamental and well known tenets of software engineering is the DRY rule – don’t repeat yourself. It requires that “every piece of knowledge must have a single, unambiguous, authoritative representation within a system.” As craftspeople, we must hold this rule dear and apply it to the modules we have identified in our site designs. The moment you commit a second style definition for a module, the quality of your output (the front-end code) takes a huge hit. There should only ever be one base style definition for each distinct module or component. Keep these in a separate, sacred place in your CSS. I use a _modules.scss Sass include file, imported near the top of my main CSS files. Be sure, of course, to avoid making changes to this file lightly, as the smallest adjustment can affect multiple pages (hint: keep a structure list of which modules are used on which pages). Avoid the inevitable temptation to duplicate code late in the project. Sticking to this rule becomes more important the more complex the codebase becomes. If you can stick to this rule, using sensible class names and consistent HTML, you can reach a joyous, self-fulfilling plateau stage in each project where you are assembling each interface from your own set of carefully crafted building blocks. Old school markup Let’s take a step back. Before we fret about creating a divinely pure modular CSS framework, we need to know the site’s design and what it is made of. The best way to gain this knowledge is to go old school. Print out every comp, mockup, wireframe, sketch or whatever you have. If there are sections of pages that are hidden until some user action takes place, or if the page has multiple states, be sure that you have everything that could become visible to the user on paper. Once you have your wedge of paper designs, lay out all the pages on the floor, or stick them to the wall if you can, arranging them logically according to the site hierarchy, by user journey, or whatever guidelines make most sense to you. Once you have the site laid out before you, study it for a while, familiarizing yourself with every part of every interface. This will eliminate nasty surprises late in the project when you realize you’ve duplicated something, or left an interface on the drawing board altogether. Now that you know the site like it’s your best friend, get out your pens or pencils of choice and attack it. Mark it up like there’s no tomorrow. Pretend you’re a spy trying to identify communications from an enemy network hiding their messages in newspapers. Look for patterns and similarities, drawing circles around them. These are your modules. Start also highlighting the differences between each instance of these modules, working out which is the most basic or common type that will become the base definition from which all other representations are extended. This simple but empowering exercise will equip you for your task of actually crafting, instead of just building, the front-end. Without the knowledge gained from this kind of research phase, you will be blundering forward, improvising as best you can, but ultimately making quality-compromising mistakes that could have been avoided. For more on this theme, read Anna Debenham’s Front-end Style Guides which recommends a similar process, and the sublime idea of extending this into a guide to refer to during development and beyond. Design homogeneity Moving forward again, you now have your modules defined and things are looking good. I mentioned that many instances of these modules will carry minor differences. These differences must be given significant thinking time, and discussion time with your designer(s). It should be common knowledge by now that successful software projects are not the product of distinct design and build phases with little or no bidirectional feedback. The crucial nature of the designer-developer relationship has been covered in depth this year by Paul Robert Lloyd, and a joint effort from both teams throughout the project lifecycle is pivotal to your ability to craft and ship successful products. This relationship comes into play when you’re well into the development of the site, and you start noticing these differences between instances of modules (they’ll start to stand out very clearly to you and your carefully regimented modular CSS system). Before you start overriding your base styles, question the differences with the designer to work out why they exist. Perhaps they are required and are important to their context, but perhaps they were oversights from earlier design revisions, or simple mistakes. The craftsperson’s gland As you grow towards the levels of expertise and experience where you can proudly and honestly consider yourself a craftsperson, you will find that you steadily develop what initially feels like a kind of sixth sense. I think of it more as a new hormonal gland, secreting into your bloodstream a powerful messenger chemical that can either reward or punish your brain. This gland is connected directly to your core understanding of what good quality work looks and feels like, an understanding that itself improves with experience. This gland will make itself known to you in two ways. First, when you solve a problem in a beautifully elegant way with clean and unobtrusive code that looks good and just feels right, your craftsperson’s gland will ooze something delicious that makes your brain and soul glow from the inside out. You will beam triumphantly at the succinct lines of code on your computer display before bounding outside with a spring in your step to swim up glittering rainbows and kiss soft fluffy puppies. The second way that you may become aware of your craftsperson’s gland, though, is somewhat less pleasurable. In an alternate reality, your parallel self is faced with the same problem, but decides to take a shortcut and get around it by some dubious means – the kind of technical method that the words hack, kludge and bodge are reserved for. As soon as you have done this, or even as you are doing it, your craftsperson’s gland will damn well let you know that you took the wrong fork in the road. As your craftsperson’s gland begins to secrete a toxic pus, you will at first become entranced into a vacant stare at the monstrous mess you are considering unleashing upon your site’s visitors, before writhing in the horrible agony of an itch that can never be scratched, and a feeling of being coated with the devil’s own deep and penetrating filth that no shower will ever cleanse. Perhaps I exaggerate slightly, but it is no overstatement to suggest that you will find yourself being guided by proverbial angels and demons perched on opposite shoulders, or a whispering voice inside your head. If you harness this sense, sharpening it as if it were another tool in your kit and letting it guide or at least advise your decision making, you will transcend the rocky realm of random trial and error when faced with problems, and tend toward the right answers instinctively. This gland can also empower your ability to assess your own work, becoming a judge before whom all your work is cross-examined. A good craftsperson regularly takes a step back from their work, and questions every facet of their product for its precise alignment with their core values of quality and sincerity, and even the very necessity of each component. The wrapping By now, you may be thinking that I take this kind of thing far too seriously, but to terrify you further, I haven’t even shared the half of it. Hopefully, though, this gives you an idea of the kind of levels of professionalism and dedication that it should take to get you on your way to becoming a craftsperson. It’s a level of accomplishment and ability toward which we all should strive, both for our personal fulfilment and the betterment of the products we use daily. I look forward to seeing your finely crafted work throughout 2012. 2011 Ben Bodien benbodien 2011-12-24T00:00:00+00:00 https://24ways.org/2011/crafting-the-front-end/ process
34 Collaborative Responsive Design Workflows Much has been written about workflow and designer-developer collaboration in web design, but many teams still struggle with this issue; either with how to adapt their internal workflow, or how to communicate the need for best practices like mobile first and progressive enhancement to their teams and clients. Christmas seems like a good time to have another look at what doesn’t work between us and how we can improve matters. Why is it so difficult? We’re still beginning to understand responsive design workflows, acknowledging the need to move away from static design tools and towards best practices in development. It’s not that we don’t want to change – so why is it so difficult? Changing the way we do something that has become routine is always problematic, even with small things, and the changes today’s web environment requires from web design and development teams are anything but small. Although developers also have a host of new skills to learn and things to consider, designers are probably the ones pushed furthest out of their comfort zones: as well as graphic design, a web designer today also needs an understanding of interaction design and ergonomics, because more and more websites are becoming tools rather than pages meant to be read like a book or magazine. In addition to that there are thousands of different devices and screen sizes on the market today that layout and interactions need to work on. These aspects make it impossible to design in a static design tool, so beyond having to learn about new aspects of design, the designer has to either learn how to code or learn to work with a responsive design tool. Why do it That alone is enough to leave anyone overwhelmed, as learning a new skill takes time and slows you down in a project – and on most projects time is in short supply. Yet we have to make time or fall behind in the industry as others pitch better, interactive designs. For an efficient workflow, both designers and developers must familiarise themselves with new tools and techniques. A designer has to be able to play with ideas, make small adjustments here and there, look at the result, go back to the settings and make further adjustments, and so on. You can only realistically do that if you are able to play with all the elements of a design, including interactivity, accessibility and responsiveness. Figuring out the right breakpoints in a layout is one of the foremost reasons for designing in a responsive design tool. Even if you create layouts for three viewport sizes (i.e. smartphone, tablet and the most common desktop size), you’d only cover around 30% of visitors and you might miss problems like line breaks and padding at other viewport sizes. Another advantage is consistency. In static design tools changes will not be applied across all your other layouts. A developer referring back to last week’s comps might work with outdated metrics. Furthermore, you cannot easily test what impact changes might have on previously designed areas. In a dynamic design tool such changes will be applied to the entire design and allow you to test things in site areas you had already finished. No static design tool allows you to do this, and having somebody else produce a mockup from your static designs or wireframes will duplicate work and is inefficient. How to do it When working in a responsive design tool rather than in the browser, there is still the question of how and when to communicate with the developer. I have found that working with Sass in combination with a visual style guide is very efficient, but it does need careful planning: fundamental metrics for padding, margins and font sizes, but also design elements like sliders, forms, tabs, buttons and navigational elements, should be defined at the beginning of a project and used consistently across the site. Working with a grid can help you develop a consistent design language across your site. Create a visual style guide that shows what the elements look like and how they behave across different screen sizes – and when interacted with. Put all metrics on paddings, margins, breakpoints, widths, colours and so on in a text document, ideally with names that your developer can use as Sass variables in the CSS. For example: $padding-default-vertical: 1.5em; Developers, too, need an efficient workflow to keep code maintainable and speed up the time needed for more complex interactions with an eye on accessibility and performance. CSS preprocessors like Sass allow you to work with variables and mixins for default rules, as well as style sheet partials for different site areas or design elements. Create your own boilerplate to use for your projects and then update your variables with the information from your designer for each individual project. How to get buy-in One obstacle when implementing responsive design, accessibility and content strategy is the logistics of learning new skills and iterating on your workflow. Another is how to sell it. You might expect everyone on a project (including the client) to want to design and develop the best website possible: ultimately, a great site will lead to more conversions. However, we often hear that people find it difficult to convince their teammates, bosses or clients to implement best practices. Why is that? Well, I believe a lot of it is down to how we sell it. You will have experienced this yourself: some people you trust to know what they are talking about, and others you don’t. Think about why you trust that first person but don’t buy what the other one is telling you. It is likely because person A has a self-assured, calm and assertive demeanour, while person B seems insecure and apologetic. To sell our ideas, we need to become person A! For a timid designer or developer suffering from imposter syndrome (like many of us do in this industry) that is a difficult task. So how can we become more confident in selling our expertise? Write We need to become experts. And I mean not just in writing great code or coming up with beautiful designs but at explaining why we’re doing what we’re doing. Why do you code this way or that? Why is this the best layout? Why does a website have to be accessible and responsive? Write about it. Putting your thoughts down on paper or screen is a really efficient way of getting your head around a topic and learning to make a case for something. You may even find that you come up with new ideas as you are writing, so you’ll become a better designer or developer along the way. Talk Then, talk about it. Start out in front of your team, then do a lightning talk at a web event near you, then a longer talk or workshop. Having to talk about a topic is going to help you put into spoken words the argument that you’ve previously put together in writing. Writing comes more easily when you’re starting out but we use a different register when writing than talking and you need to learn how to speak your case. Do the talk a couple of times and after each talk make adjustments where you found it didn’t work well. By this time, you are more than ready to make your case to the client. In fact, you’ve been ready since that first talk in front of your colleagues ;) Pitch Pitches used to be based on a presentation of static layouts for for three to five typical pages and three different designs. But if we want to sell interactivity, structure, usability, accessibility and responsiveness, we need to demonstrate these things and I believe that it can only do us good. I have seen a few pitches sitting in the client’s chair and static layouts are always sort of dull. What makes a website a website is the fact that I can interact with it and smooth interactions or animations add that extra sparkle. I can’t claim personal experience for this one but I’d be bold and go for only one design. One demo page matching the client’s corporate design but not any specific page for the final site. Include design elements like navigation, photography, typefaces, article layout (with real content), sliders, tabs, accordions, buttons, forms, tables (yes, tables) – everything you would include in a style tiles document, only interactive. Demonstrate how the elements behave when clicked, hovered and touched, and how they change across different screen sizes. You may even want to demonstrate accessibility features like tabbed navigation and screen reader use. Obviously, there are many approaches that will work in different situations but don’t give up on finding a process that works for you and that ultimately allows you to build delightful, accessible, responsive user experiences for the web. Make time to try new tools and techniques and don’t just work on them on the side – start using them on an actual project. It is only when we use a tool or process in the real world that we become true experts. Remember your driving lessons: once the instructor had explained how to operate the car, you were sent to practise driving on the road in actual traffic! 2014 Sibylle Weber sibylleweber 2014-12-07T00:00:00+00:00 https://24ways.org/2014/collaborative-responsive-design-workflows/ process
297 Public Speaking with a Buddy My book Demystifying Public Speaking focuses on the variety of fears we each have about giving a talk. From presenting to a client, to leading a team standup, to standing on a conference stage, there are lots of things we can do to prepare ourselves for the spotlight and reduce those fears. Though it didn’t make it into the final draft, I wanted to highlight how helpful it can be to share that public speaking spotlight with another person, or a few more people. If you have fears about not knowing the answer to a question, fumbling your words, or making a mistake in the spotlight, then buddying up may be for you! To some, adding more people to a presentation sounds like a recipe for on-stage disaster. To others, having a friendly face nearby—a partner who can step in if you fumble—is incredibly reassuring. As design director Yesenia Perez-Cruz writes, “While public speaking is a deeply personal activity, you don’t have to go it alone. Nothing has helped my speaking career more than turning it into a group effort.” Co-presenting can level up a talk in two ways: an additional brain and presentation skill set can improve the content of the talk itself, and you may feel safer with the on-stage safety net of your buddy. For example, when I started giving lengthy workshops about building mobile device labs with my co-worker Destiny Montague, we brought different experience to the table. I was able to talk about the user experience of our lab, and the importance of testing across different screen sizes. Destiny spoke about the hardware aspects of the lab, like power consumption and networking. Our audience benefitted from the spectrum of insight we included in the talk. Moreover, Destiny and I kept each other energized and engaging while teaching our audience, having way more fun onstage. Partnering up alleviated the risk (and fear!) of fumbling; where one person makes a mistake, the other person is right there to help. Buddy presentations can be helpful if you fear saying “I don’t know” to a question, as there are other people around you who will be able to help answer it from the stage. By partnering with someone whom I trust and respect, and whose work and knowledge augments my own, it made the experience—and the presentation!—significantly better. Co-presenting won’t work if you don’t trust the person you’re onstage with, or if you don’t have good chemistry working together. It might also not work if there’s an imbalance of responsibilities, both in preparing the talk and giving it. Read on for how to make partner talks work to your advantage! Trustworthiness If you want to explore co-presenting, make sure that your presentation partner is trustworthy and can carry their weight; it can be stressful if you find yourself trying to meet deadlines and prepare well and your partner isn’t being helpful. We’re all about reducing the fears and stress levels surrounding being in that spotlight onstage; make sure that the person you’re relying on isn’t making the process harder. Before you start working together, sketch out the breakdown of work and timeline you’re each committing to. Have a conversation about your preferred work style so you each have a concrete understanding of the best ways to communicate (in what medium, and how often) and how to check in on each other’s progress without micromanaging or worrying about radio silence. Ask your buddy how they prefer to receive feedback, and give them your own feedback preferences, so neither of you are surprised or offended when someone’s work style or deliverable needs to be tweaked. This should be a partnership in which you both feel supported; it’s healthy to set all these expectations up front, and create a space in which you can each tweak things as the work progresses. Talk flow and responsibilities There are a few different ways to organize the structure of your talk with multiple presenters. Start by thinking about the breakdown of the talk content—are there discrete parts you and the other presenters can own or deliver? Or does it feel more appropriate to deliver the entirety of the content together? If you’re finding that you can break down the content into discrete chunks, figure out who should own which pieces, and what ownership means. Will you develop the content together but have only one person present the information? Or will one person research and prepare each content section in addition to delivering it solo onstage? Rehearse how handoffs will go between sections so it feels natural, rather than stilted. I like breaking a presentation into “chapters” when I’m passionate about particular aspects of a topic and can speak on those, but know that there are other aspects to be shared and there’s someone else who can handle (and enjoy!) talking about them. When Destiny and I rehearsed our “chapter” handoffs, we developed little jingles that we’d both sing together onstage; it indicated to the audience that it was a planned transition in the content, and tied our independent work together into a partnership. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } Alternatively, you can give the presentation in a way that’s close to having a rehearsed conversation, rather than independently presenting discrete parts of the talk. In this case, you’ll both be sharing the spotlight at the same time, throughout the duration of the talk. Preparation is key, here, to make sure that you each understand what needs to be communicated, and you have a sense of who will be taking responsibility for communicating those different pieces of information. A poorly-prepared talk like this will look like the co-presenters are talking over each other, or hesitating awkwardly to give the other person more room to speak; the audience will feel how uncomfortable this is, and will probably be distracted from the talk content. Practice the talk the whole way through multiple times so you know what each person is planning on covering and how you want to interact with each other while you’re both holding microphones; also figure out how you’ll be standing in relation to each other. More on that next! Sharing the stage If you choose to give a talk with a partner, determine ahead of time how you’ll stand (or sit). For example, if you each take “chapters” or major sections of the presentation, ensure that it’s clear who the audience should focus their attention on. You could sit in a chair off to the side (or stand). I recommend placing yourself far enough away that you’re not distracting to the audience; you don’t want them watching you while your partner is speaking. If the audience can still see you, but their focus should be on your buddy, be sure to not look distracted; keep your eyes on your buddy, and don’t just open your laptop and ignore what’s happening! Feel free to smile, laugh, or react how the audience should be reacting as your partner is speaking. If you’re both sharing the spotlight at the same time and having a rehearsed conversation, make sure that your body language engages the audience and you’re not just speaking to each other, ignoring the folks watching. Watch this talk with Guy Podjarny and Assaf Hefetz who have partnered up to talk about security; they have clearly identified roles onstage, and remain engaged with the audience. Consider whether or not you will share a microphone, or if you will both be mic’d. (Be sure that the event organizer, or the A/V team, has a heads-up well in advance to ensure they have the equipment handy!) Also talk through how you’d like to handle Q&A time during or after the talk, especially if you have clear “chapters” where Q&A might happen naturally during a handoff. The more clarity you and your partner have about who is responsible for which pieces of information sharing, the more you can feel and appear prepared. Co-presenting does take a lot of preparation and requires a ton of communication between you and your partner. But the rewards can be awesome: double the brains onstage to help answer questions and communicate information, and a friendly face to help comfort you if you feel nervous. 2016 Lara Hogan larahogan 2016-12-06T00:00:00+00:00 https://24ways.org/2016/public-speaking-with-a-buddy/ process
10 Home Kanban for Domestic Bliss My wife is an architect. I’m a leader of big technical teams these days, but for many years after I was a dev I was a project/program manager. Our friends and family used to watch Grand Designs and think that we would make the ideal team — she could design, I could manage the project of building or converting whatever dream home we wanted. Then we bought a house. A Victorian terrace in the north-east of England that needed, well, a fair bit of work. The big decisions were actually pretty easy: yes, we should knock through a double doorway from the dining room to the lounge; yes, we should strip out everything from the utility room and redo it; yes, we should roll back the hideous carpet in the bedrooms upstairs and see if we could restore the original wood flooring. Those could be managed like a project. What couldn’t be was all the other stuff. Incremental improvements are harder to schedule, and in a house that’s over a hundred years old you never know what you’re going to find when you clear away some tiles, or pull up the carpets, or even just spring-clean the kitchen (“Erm, hon? The paint seems to be coming off. Actually, so does the plaster…”). A bit like going in to fix bugs in code or upgrade a machine — sometimes you end up quite far down the rabbit hole. And so, as we tried to fit in those improvements in our evenings and weekends, we found ourselves disagreeing. Arguing, even. We were both trying to do the right thing (make the house better) but since we were fitting it in where we could, we often didn’t get to talk and agree in detail what was needed (exactly how to make the house better). And it’s really frustrating when you stay up late doing something, just to find that your other half didn’t mean that they meant this instead, and so your effort was wasted. Then I saw this tweet from my friend and colleague Jamie Arnold, who was using the same kanban board approach at home as we had instituted at the UK Government Digital Service to manage our portfolio. Mrs Arnold embraces Kanban wall at home. Disagreements about work in progress and priority significantly reduced.. ;) pic.twitter.com/407brMCH— Jamie Arnold (@itsallgonewrong) October 27, 2012 And despite Jamie’s questionable taste in fancy dress outfits (look closely at that board), he is a proper genius when it comes to processes and particularly agile ones. So I followed his example and instituted a home kanban board. What is this kanban of which you speak? Kanban boards are an artefact from lean manufacturing — basically a visualisation of a production process. They are used to show you where your bottlenecks are, or where one part of the process is producing components faster than another part of the process can cope. Identifying the bottlenecks leads you to set work in progress (WIP) limits, so that you get an overall more efficient system. Increasingly kanban is used as an agile software development approach, too, especially where support work (like fixing bugs) needs to be balanced with incremental enhancement (like adding new features). I’m a big advocate of kanban when you have a system that needs to be maintained and improved by the same team at the same time. Rather than the sprint-based approach of scrum (where the next sprint’s stories or features to be delivered are agreed up front), kanban lets individuals deal with incidents or problems that need investigation and bug fixing when urgent and important. Then, when someone has capacity, they can just go to the board and pull down the next feature to develop or test. So, how did we use it? One of the key tenets of kanban is that you visualise your workflow, so we put together a whiteboard with columns: Icebox; To Do Next; In Process; Done; and also a section called Blocked. Then, for each thing that needed to happen in the house, we put it on a Post-it note and initially chucked them all in the Icebox — a collection with no priority assigned yet. Each week we looked at the Icebox and pulled out a set of things that we felt should be done next. This was pulled into the To Do Next column, and then each time either of us had some time, we could just pull a new thing over into the In Process column. We agreed to review at the end of each week and move things to Done together, and to talk about whether this kanban approach was working for us or not. We quickly learned for ourselves why kanban has WIP limits as a key tenet — it’s tempting to pull everything into the To Do Next column, but that’s unrealistic. And trying to do more than one or two things each at a given time isn’t terribly productive owing to the cost of task switching. So we tend to limit our To Do Next to about seven items, and our In Process to about four (a max of two each, basically). We use the Blocked column when something can’t be completed — perhaps we can’t fix something because we discovered we don’t have the required tools or supplies, or if we’re waiting for a call back from a plumber. But it’s nice to put it to one side, knowing that it won’t be forgotten. What helped the most? It wasn’t so much the visualisation that helped us to see what we needed to do, but the conversation that happened when we were agreeing priorities, moving them to In Process and then on to Done made the biggest difference. Getting clear on the order of importance really is invaluable — as is getting clear on what Done really means! The Blocked column is also great, as it helps us keep track of things we need to do outside the house to make sure we can make progress. We also found it really helpful to examine the process itself and figure out whether it was working for us. For instance, one thing we realised is it’s worth tracking some regular tasks that need time invested in them (like taking recycling that isn’t picked up to the recycling centre) and these used to cycle around and around. So they were moved to Done as part of our weekly review, but then immediately put back in the Icebox to float back to the top again at a relevant time. But the best thing of all? That moment where we get to mark something as done! It’s immensely satisfying to review at the end of the week and have a physical marker of the progress you’ve made. All in all, a home kanban board turned out to be a very effective way to pull tasks through stages rather than always trying to plan them out in advance, and definitely made collaboration on our home tasks significantly smoother. Give it a try! 2013 Meri Williams meriwilliams 2013-12-14T00:00:00+00:00 https://24ways.org/2013/home-kanban-for-domestic-bliss/ process
299 What the Heck Is Inclusive Design? Naming things is hard. And I don’t just mean CSS class names and JSON properties. Finding the right term for what we do with the time we spend awake and out of bed turns out to be really hard too. I’ve variously gone by “front-end developer”, “user experience designer”, and “accessibility engineer”, all clumsy and incomplete terms for labeling what I do as an… erm… see, there’s the problem again. It’s tempting to give up entirely on trying to find the right words for things, but this risks summarily dispensing with thousands of years spent trying to qualify the world around us. So here we are again. Recently, I’ve been using the term “inclusive design” and calling myself an “inclusive designer” a lot. I’m not sure where I first heard it or who came up with it, but the terminology feels like a good fit for the kind of stuff I care to do when I’m not at a pub or asleep. This article is about what I think “inclusive design” means and why I think you might like it as an idea. Isn’t ‘inclusive design’ just ‘accessibility’ by another name? No, I don’t think so. But that’s not to say the two concepts aren’t related. Note the ‘design’ part in ‘inclusive design’ — that’s not just there by accident. Inclusive design describes a design activity; a way of designing things. This sets it apart from accessibility — or at least our expectations of what ‘accessibility’ entails. Despite every single accessibility expert I know (and I know a lot) recommending that accessibility should be integrated into design process, it is rarely ever done. Instead, it is relegated to an afterthought, limiting its effect. The term ‘accessibility’ therefore lacks the power to connote design process. It’s not that we haven’t tried to salvage the term, but it’s beginning to look like a lost cause. So maybe let’s use a new term, because new things take new names. People get that. The ‘access’ part of accessibility is also problematic. Before we get ahead of ourselves, I don’t mean access is a problem — access is good, and the more accessible something is the better. I mean it’s not enough by itself. Imagine a website filled with poorly written and lackadaisically organized information, including a bunch of convoluted and confusing functionality. To make this site accessible is to ensure no barriers prevent people from accessing the content. But that doesn’t make the content any better. It just means more people get to suffer it. Whoopdidoo. Access is certainly a prerequisite of inclusion, but accessibility compliance doesn’t get you all the way there. It’s possible to check all the boxes but still be left with an unusable interface. And unusable interfaces are necessarily inaccessible ones. Sure, you can take an unusable interface and make it accessibility compliant, but that only placates stakeholders’ lawyers, not users. Users get little value from it. So where have we got to? Access is important, but inclusion is bigger than access. Inclusive design means making something valuable, not just accessible, to as many people as we can. So inclusive design is kind of accessibility + UX? Closer, but there are some problems with this definition. UX is, you will have already noted, a broad term encompassing activities ranging from conducting research studies to optimizing the perceived affordance of interface elements. But overall, what I take from UX is that it’s the pursuit of making interfaces understandable. As it happens, WCAG 2.0 already contains an ‘Understandable’ principle covering provisions such as readability, predictability and feedback. So you might say accessibility — at least as described by WCAG — already covers UX. Unfortunately, the criteria are limited, plus some really important stuff (like readability) is relegated to the AAA level; essentially “bonus points if you get the time (you won’t).” So better to let UX folks take care of this kind of thing. It’s what they do. Except, therein lies a danger. UX professionals don’t tend to be well versed in accessibility, so their ‘solutions’ don’t tend to work for that many people. My friend Billy Gregory coined the term SUX, or “Some UX”: if it doesn’t work for different users, it’s only doing part of the job it should be. SUX won’t do, but it’s not just a disability issue. All sorts of user circumstances go unchecked when you’re shooting straight for what people like, and bypassing what people need: device type, device settings, network quality, location, native language, and available time to name just a few. In short, inclusive design means designing things for people who aren’t you, in your situation. In my experience, mainstream UX isn’t very good at that. By bolting accessibility onto mainstream UX we labor under the misapprehension that most people have a ‘normal’ experience, a few people are exceptions, and that all of the exceptions pertain to disability directly. So inclusive design isn’t really about disability? It is about disability, but not in the same way as accessibility. Accessibility (as it is typically understood, anyway) aims to make sure things work for people with clinically recognized disabilities. Inclusive design aims to make sure things work for people, not forgetting those with clinically recognized disabilities. A subtle, but not so subtle, difference. Let’s go back to discussing readability, because that’s a good example. Now: everyone benefits from readable text; text with concise sentences and widely-understood words. It certainly helps people with cognitive impairments, but it doesn’t hinder folks who have less trouble with comprehension. In fact, they’ll more than likely be thankful for the time saved and the clarity. Readable text covers the whole gamut. It’s — you’ve got it — inclusive. Legibility is another one. A clear, well-balanced typeface makes the reading experience less uncomfortable and frustrating for all concerned, including those who have various forms of visual dyslexia. Again, everyone’s happy — so why even contemplate a squiggly, sketchy typeface? Leave well alone. Contrast too. No one benefits from low contrast; everyone benefits from high contrast. Simple. There’s no more work involved, it just entails better decision making. And that’s what design is really: decision making. How about zoom support? If you let your users pinch zoom on their phones they can compensate for poor eyesight, but they can also increase the touch area of controls, inspect detail in images, and compose better screen shots. Unobtrusively supporting options like zoom makes interfaces much more inclusive at very little cost. And when it comes to the underlying HTML code, you’re in luck: it has already been designed, from the outset, to be inclusive. HTML is a toolkit for inclusion. Using the right elements for the job doesn’t just mean the few who use screen readers benefit, but keyboard accessibility comes out-of-the-box, you can defer to browser behavior rather than writing additional scripts, the code is easier to read and maintain, and editors can create content that is effortlessly presentable. Wait… are you talking about universal design? Hmmm. Yes, I guess some folks might think of “universal design” and “inclusive design” as synonymous. I just really don’t like the term universal in this context. The thing is, it gives the impression that you should be designing for absolutely everyone in the universe. Though few would adopt a literal interpretation of “universal” in this context, there are enough developers who would deliberately misconstrue the term and decry universal design as an impossible task. I’ve actually had people push back by saying, “what, so I’ve got to make it work for people who are allergic to computers? What about people in comas?” For everyone’s sake, I think the term ‘inclusive’ is less misleading. Of course you can’t make things that everybody can use — it’s okay, that’s not the aim. But with everything that’s possible with web technologies, there’s really no need to exclude people in the vast numbers that we usually are. Accessibility can never be perfect, but by thinking inclusively from planning, through prototyping to production, you can cast a much wider net. That means more and happier users at very little if any more effort. If you like, inclusive design is the means and accessibility is the end — it’s just that you get a lot more than just accessibility along the way. Conclusion That’s inclusive design. Or at least, that’s a definition for a thing I think is a good idea which I identify as inclusive design. I’ll leave you with a few tips. Involve code early Web interfaces are made of code. If you’re not working with code, you’re not working on the interface. That’s not to say there’s anything wrong with sketching or paper prototyping — in fact, I recommend paper prototyping in my book on inclusive design. Just work with code as soon as you can, and think about code even before that. Maintain a pattern library of coded solutions and omit any solutions that don’t adhere to basic accessibility guidelines. Respect conventions Your content should be fresh, inventive, radical. Your interface shouldn’t. Adopt accepted conventions in the appearance, placement and coding of interface elements. Users aren’t there to experience interface design; they’re there to use an interface. In other words: stop showing off (unless, of course, the brief is to experiment with new paradigms in interface design, for an audience of interface design researchers). Don’t be exact “Perfection is the enemy of good”. But the pursuit of perfection isn’t just to be avoided because nothing ever gets finished. Exacting design also makes things inflexible and brittle. If your design depends on elements retaining precise coordinates, they’ll break easily when your users start adjusting font settings or zooming. Choose not to position elements exactly or give them fixed, “magic number” dimensions. Make less decisions in the interface so your users can make more decisions for it. Enforce simplicity The virtue of simplicity is difficult to overestimate. The simpler an interface is, the easier it is to use for all kinds of users. Simpler interfaces require less code to make too, so there’s an obvious performance advantage. There are many design decisions that require user research, but keeping things simple is always the right thing to do. Not simplified or simple-seeming or simplistic, but simple. Do a little and do it well, for as many people as you can. 2016 Heydon Pickering heydonpickering 2016-12-07T00:00:00+00:00 https://24ways.org/2016/what-the-heck-is-inclusive-design/ process
25 The Introvert Owner’s Manual Nobody realizes that some people expend tremendous energy merely to be normal. Albert Camus “Whatever you plan, just make sure there are lots of people there,” said my husband in the run-up to his birthday last year. A few months later, before my own birthday, I uttered, “Whatever you plan, just make sure it is only me and you.” I am an introvert. It is very likely some of you are too, or that you live, work or fraternise with one. Despite there being quite a few of us out there – some say as many as one third of the population, others as little as ten per cent – I think our professional and social lives are biased towards a definition of normality that is more accepting of the extrovert. I hope that by reading this article you will gain some insight to what goes on inside the head of the introvert(s) that you know and understand how to relate to them in a way that respects their disposition. Before we go any further, I should define what exactly being an introvert means, and, equally important, what it does not. Only once this is established will you be able to handle your introvert correctly. What defines an introvert The simplest and most accurate way of describing an introvert is that she uses up energy in social situations and needs to be in solitude to recharge. To explain what I mean, let us take the example of the The Sims: when you create a Sim, you can choose (among other characteristics) whether it will be outgoing or not. If the Sim is outgoing, when you play the game you need to make sure it interacts as much as possible with other Sims or its mood indicator (the plumbob) will become red and that is a bad thing. Conversely, if your Sim is not outgoing, when you put it in too many social situations its plumbob will become red too. So your (real life) introvert might think you are great (you might even be her best friend, her spouse or her child), but if her plumbob is red, or nearly, she might just need a little time and space to recharge before she is ready to interact. This is not the same thing as being shy or in a bad mood all the time. We are not necessarily awkward in social situations, but, if we have not had the time to recharge, being social might be almost impossible. This explains why your introvert will likely ask who will be at the gathering you have planned, for how long she will have to stay there, and what she will be doing before and after the event. It is the equivalent of you wanting to know if there will be power sockets in the restaurant to charge your iPhone – asking this does not mean you don’t want to attend. The explanation above might be a simplistic way of looking at things, but I would say it is one that introverts can relate to; call it a minimalist approach to socialisation. Caring for your introvert Articles and conversations about introversion usually focus on how to fix the condition and how to make introverts more outgoing: a clear example of our society’s bias towards the normality of extroversion. Avoid this. You will not be able to convert your introvert into an extrovert. Believe it or not, there is nothing wrong with her. In her 2012 TED talk, “The power of introverts”, Susan Cain pointed to the fact that places like school and work are designed for extroverts: students and workers are required to constantly work in groups and speaking up is highly valued. Both types are evaluated against the same criteria and more often than not people are expected to excel at being outspoken to be considered well rounded. Obviously, this is not the right way to appraise your introvert. Comparing your introvert with an extrovert using the same parameters and simply asking her to behave more like an extrovert is a mistake and something that will only perpetuate an introvert’s idea that the problem lies with her. Speaking up Your introvert is likely to have strong opinions and ideas, and to have been listening to other people speak at meetings and workshops. Help her voice those thoughts by creating an environment where everyone stops and listens when someone speaks instead of one which fosters interruptions. Show her that it is acceptable for someone to take time to think before they speak: silences are OK. Allow her the freedom to be herself instead of pressuring her to change an innate quality. It is not uncommon to find an introvert who likes to express ideas in writing. The world of web professionals excels in the spread of knowledge that is shared and sought through the written word. Give your introvert the necessary time and tools to write about the job, if she is that way inclined; this might be a good alternative to asking her to speak out. Group work I remember the sinking feeling whenever I heard my teachers say the dreaded words: “And now you’re going to break out into groups of…” Being an introvert does not mean you do not like people (or like to be around or work with others). It is just that activities such as group work will invariably drain your introvert’s energy rapidly. Your introvert’s batteries will need to be fully charged for her to be at her best and afterwards she will most likely need to recharge. Quiet time These days, one of the things that I value most at work is the ability to have moments to create and to think in solitude. When I am able to have those moments at the right time I will in turn be happy to participate in group conversations and tasks. Allow your introvert to have those moments: this does not mean she will have to work from home one day a week (but maybe it will); it might simply mean allowing her to take her laptop and her notebook and work from the empty side of the office, or from the coffee shop downstairs for an hour or two. In all likelihood she will come back fully recharged and ready to engage in more social activities – her plumbob will again be bright green. Leadership Do not think that your introvert cannot lead. Cain notes that introverted leaders are more likely to let their proactive employees run with their ideas instead of taking the ideas as their own. I would say that is a positive attribute in a leader. Maybe next time a project starts, talk to your introvert about the possibility of her being in a leadership position or of having more responsibility: you might be surprised at her ability to plan and foresee potential obstacles in the project. Final thoughts You would not tell someone with dyslexia to get better at spelling without giving her the right tools and enough time to do so. Equally, do not ask your introvert to be more outgoing, or to turn her frown upside down, without giving her the space to do so. I believe that everyone is an introvert at some point. Everyone needs a moment of solitude now and then, and the work we do requires frequent periods of deep focus and concentration. Striving to create workplaces, classrooms, homes that allow introverts to shine and be comfortable in their skin has the potential to also make those places more balanced for everyone else. Resources and further reading The power of introverts 10 myths about introverts Susan Cain’s 2014 TED Talk | Announcing the Quiet Revolution Help Shy Kids — Don’t Punish Them The Introvert Advantage 6 Things You Thought Wrong About Introverts Extraversion and introversion 2014 Inayaili de León Persson inayailideleon 2014-12-13T00:00:00+00:00 https://24ways.org/2014/the-introvert-owners-manual/ process
5 Managing a Mind On 21 May 2013, I woke in a hospital bed feeling exhausted, disorientated and ashamed. The day before, I had tried to kill myself. It’s very hard to write about this and share it. It feels like I’m opening up the deepest recesses of my soul and laying everything bare, but I think it’s important we share this as a community. Since starting tentatively to write about my experience, I’ve had many conversations about this: sharing with others; others sharing with me. I’ve been surprised to discover how many people are suffering similarly, thinking that they’re alone. They’re not. Due to an insane schedule of teaching, writing, speaking, designing and just generally trying to keep up, I reached a point where my buffers completely overflowed. I was working so hard on so many things that I was struggling to maintain control. I was living life on fast-forward and my grasp on everything was slowly slipping. On that day, I reached a low point – the lowest point of my life – and in that moment I could see only one way out. I surrendered. I can’t really describe that moment. I’m still grappling with it. All I know is that I couldn’t take it any more and I gave up. I very nearly died. I’m very fortunate to have survived. I was admitted to hospital, taken there unconscious in an ambulance. On waking, I felt overwhelmed with shame and overcome with remorse, but I was resolved to grasp the situation and address it. The experience has forced me to confront a great deal of issues in my life; it has also encouraged me to seek a deeper understanding of my situation and, in particular, the mechanics of the mind. The relentless pace of change We work in a fast-paced industry: few others, if any, confront the daily challenges we face. The landscape we work within is characterised by constant flux. It’s changing and evolving at a rate we have never experienced before. Few industries reinvent themselves yearly, monthly, weekly… Ours is one of these industries. Technology accelerates at an alarming rate and keeping abreast of this change is challenging, to say the least. As designers it can be difficult to maintain a knowledge bank that is relevant and fit for purpose. We’re on a constant rollercoaster of endless learning, trying to maintain the pace as, daily, new ideas and innovations emerge — in some cases fundamentally changing our medium. Under the pressure of client work or product design and development, it can be difficult to find the time to focus on learning the new skills we need to remain relevant and functionally competent. The result, all too often, is that the edges of our days have eroded. We no longer work nine to five; instead we work eight to six, and after the working day is over we regroup to spend our evenings learning. It’s an unsustainable situation. From the workshop to the web Added to this pressure to keep up, our work is now undertaken under a global gaze, conducted under an ever-present spotlight. Tools like Dribbble, Twitter and others, while incredibly powerful, have an unfortunate side effect, that of unfolding your ideas in public. This shift, from workshop to web, brings with it additional pressure. In the past, the early stages of creativity took place within the relative safety of the workshop, an environment where one could take risks and gather feedback from a trusted few. We had space to make and space to break. No more. Our industry’s focus (and society’s focus) on sharing, leads us now to play out our decisions in public. This shift has changed us culturally, slowly but surely easing every aspect of our process – and lives – from private to public. This is at once liberating and debilitating. If you’re not careful, an addiction to followers, likes, retweets, page views and other forms of measurement can overwhelm you. When you release your work into the wild and all it’s greeted with is silence, it can cripple you. Reflecting on this, in an insightful article titled Derailed, Rogie King asks, “Can social popularity take us off the course of growth and where we were intended to go?” He makes a powerful point, that perhaps we might focus on what really matters, setting aside statistics. He concludes that to grow as practitioners we might be best served by seeking out critique through other avenues, away from the social spotlight. On status anxiety and impostor syndrome Following my experience I embarked on a period of self-reflection. I wanted to discover what had driven me to take the course of action I had. I wanted to ensure it never happened again. I wanted to understand how the mind works and, in so doing, learn a little more about myself. I’ve only begun this journey, but two things I discovered resonated with me: the twin pressures of status anxiety and impostor syndrome. In his excellent book Status Anxiety, the philosopher Alain de Botton explores a growing concern with status anxiety, a worry about how others perceive us and how this shapes our relationship with the world. He states: We all worry about what others think of us. We all long to succeed and fear failure. We all suffer – to a greater or lesser degree, usually privately and with embarrassment – from status anxiety. […] This is an almost universal anxiety that rarely gets mentioned directly: an anxiety about what others think of us; about whether we’re judged a success or a failure, a winner or a loser. We see these pressures played out and amplified in the social sphere we all inhabit. We are social animals and we cannot help but react to the landscape we live and work within. Even if your work receives the public praise you so secretly desire, you find yourself questioning this praise. A psychological phenomenon in which sufferers are unable to internalise their accomplishments, impostor syndrome is far more widespread than you’d imagine. The author Leigh Buchanan describes it as “A fear that one is not as smart or capable as others think.” As she puts it, “People who feel like frauds chalk up their accomplishments to external factors such as luck and timing, or worry they are coasting on charm and personality rather than on talent.” At the bottom, this was all I could see. I felt overwhelmed by others’ perception of me. Was I a success or a failure? Would I be discovered as the fraud I’d convinced myself that I was? These twin pressures – that I was unconscious of at the time – had lead me to a place of crippling self-doubt, questioning my very existence. The act of discovery, of investigating how the mind functions, led me to a deeper understanding of myself. Developing an awareness of psychology and learning about conditions like status anxiety and impostor syndrome helped me to understand and recognise how my mind worked, enabling me to manage it more effectively. Make it count Reflecting upon my experience, I began to regroup, to focus on what really mattered. I’d taken on too much — as I believe many of us do. I was guilty of wanting to do all the things. I started to introduce pauses. Before blindly saying yes to everything, I forced myself to pause and ask: “Is this important?” Our community offers us huge benefits, but an always-on culture in which we’re bombarded daily by opportunity places temptation in our paths. It’s easy to get sucked in to a vortex of wanting to be a part of everything. It’s important, however, to focus. As Simon Collison puts it: I cull and surrender topics. Then I focus on my strengths, mastering my core skills. We only have so much time and we can only do so much. It’s impossible, indeed futile, to try to do everything. Sometimes we need to step back a little and just enjoy life, enjoy others’ achievements, without feeling the need to be actively involved ourselves. As Mahatma Ghandi put it: A ‘no’ uttered from deepest conviction is better and greater than a ‘yes’ merely uttered to please, or what is worse, to avoid trouble. Young India, volume 9, 1927 We need to learn to say no a little more often. We need to focus on the work that matters. This, coupled with an understanding of the mind and how it works, can help us achieve a happier balance between work and life. Don’t waste your time. You only have one life. Make it count. 2013 Christopher Murphy christophermurphy 2013-12-21T00:00:00+00:00 https://24ways.org/2013/managing-a-mind/ process
286 Defending the Perimeter Against Web Widgets On July 14, 1789, citizens of Paris stormed the Bastille, igniting a revolution that toppled the French monarchy. On July 14 of this year, there was a less dramatic (though more tweeted) takedown: The Deck network, which delivers advertising to some of the most popular web design and culture destinations, was down for about thirty minutes. During this period, most partner sites running ads from The Deck could not be viewed as result. A few partners were unaffected (aside from not having an ad to display). Fortunately, Dribbble, was one of them. In this article, I’ll discuss outages like this and how to defend against them. But first, a few qualifiers: The Deck has been rock solid – this is the only downtime we’ve witnessed since joining in June. More importantly, the issues in play are applicable to any web widget you might add to your site to display third-party content. Down and out Your defense is only as good as its weakest link. Web pages are filled with links, some of which threaten the ability of your page to load quickly and correctly. If you want your site to work when external resources fail, you need to identify the weak links on your site. In this article, we’ll talk about web widgets as a point of failure and defensive JavaScript techniques for handling them. Widgets 101 Imagine a widget that prints out a Pun of the Day on your site. A simple technique for both widget provider and consumer is for the provider to expose a URL: http://widgetjonesdiary.com/punoftheday.js which returns a JavaScript file like this: document.write("<h2>The Pun of the Day</h2><p>Where do frogs go for beers after work? Hoppy hour!</p>"); The call to document.write() injects the string passed into the document where it is called. So to display the widget on your page, simply add an external script tag where you want it to appear: <div class="punoftheday"> <script src="http://widgetjonesdiary.com/punoftheday.js"></script> <!-- Content appears here as output of script above --> </div> This approach is incredibly easy for both provider and consumer. But there are implications… document.write()… or wrong? As in the example above, scripts may perform a document.write() to inject HTML. Page rendering halts while a script is processed so any output can be inlined into the document. Therefore, page rendering speed depends on how fast the script returns the data. If an external JavaScript widget hangs, so does the page content that follows. It was this scenario that briefly stalled partner sites of The Deck last summer. The elegant solution To make our web widget more robust, calls to document.write() should be avoided. This can be achieved with a technique called JSONP (AKA JSON with padding). In our example, instead of writing inline with document.write(), a JSONP script passes content to a callback function: publishPun("<h2>Pun of the Day</h2><p>Where do frogs go for beers after work? Hoppy hour!</p>"); Then, it’s up to the widget consumer to implement a callback function responsible for displaying the content. Here’s a simple example where our callback uses jQuery to write the content into a target <div>: <!-- Where widget content should appear --> <div class="punoftheday"></div> … <br /> function publishPun(content) { $(&#8216;.punoftheday&#8217;).html(content); // Writes content display location<br /> }<br /> View Example 1 Even if the widget content appears at the top of the page, our script can be included at the bottom so it’s non-blocking: a slow response leaves page rendering unaffected. It simply invokes the callback which, in turn, writes the widget content to its display destination. The hack But what to do if your provider doesn’t support JSONP? This was our case with The Deck. Returning to our example, I’m reminded of computer scientist David Wheeler’s statement, “All problems in computer science can be solved by another level of indirection… Except for the problem of too many layers of indirection.” In our case, the indirection is to move the widget content into position after writing it to the page. This allows us to place the widget <script> tag at the bottom of the page so rendering won’t be blocked, but still display the widget in the target. The strategy: Load widget content into a hidden <div> at the bottom of the page. Move the loaded content from the hidden <div> to its display location. and the code: <!-- Where widget content should appear --> <div class="punoftheday"></div> … <br /> $(&#8216;.punoftheday&#8217;).append($(&#8216;.loading-dock&#8217;).children(&#8216;:gt(0)&#8217;));<br /> View Example 2 After the external punoftheday.js script has processed, the rendered HTML will look as follows: <div class="loading-dock hidden"> <script src="http://widgetjonesdiary.com/punoftheday.js"></script> <h2>Pun of the Day</h2> <p>Where do frogs go for beers after work? Hoppy hour!</p> </div> The ‘loading-dock’ <div> now includes the widget content, albeit hidden from view (if we’ve styled the ‘hidden’ class with display: none). There’s just one more step: move the content to its display destination. This line of jQuery (from above) does the trick: $('.punoftheday').append($('.loading-dock').children(':gt(0)')); This selects all child elements in the ‘loading-doc’ <div> except the first – the widget <script> tag which generated it – and moves it to the display destination. Worth noting is the :gt(0) jQuery selector extension, which allows us to exclude the first (in a 0-based array) child element – the widget <script> tag – from selection. Since all of this happens at the bottom of the page, just before the </body> tag, no rendering has to wait on the external widget script. The only thing that fails if our widget hangs is… the widget itself. Our weakest link has been strengthened and so has our site. DE-FENSE! 2011 Rich Thornett richthornett 2011-12-06T00:00:00+00:00 https://24ways.org/2011/defending-the-perimeter-against-web-widgets/ process
47 Developing Robust Deployment Procedures Once you have developed your site, how do you make it live on your web hosting? For many years the answer was to log on to your server and upload the files via FTP. Over time most hosts and FTP clients began to support SFTP, ensuring your files were transmitted over a secure connection. The process of deploying a site however remained the same. There are issues with deploying a site in this way. You are essentially transferring files one by one to the server without any real management of that transfer. If the transfer fails for some reason, you may end up with a site that is only half updated. It can then be really difficult to work out what hasn’t been replaced or added, especially where you are updating an existing site. If you are updating some third-party software your update may include files that should be removed, but that may not be obvious to you and you risk leaving outdated files littering your file system. Updating using (S)FTP is a fragile process that leaves you open to problems caused by both connectivity and human error. Is there a better way to do this? You’ll be glad to know that there is. A modern professional deployment workflow should have you moving away from fragile manual file transfers to deployments linked to code committed into source control. The benefits of good practice You may never have experienced any major issues while uploading files over FTP, and good FTP clients can help. However, there are other benefits to moving to modern deployment practices. No surprises when you launch If you are deploying in the way I suggest in this article you should have no surprises when you launch because the code you committed from your local environment should be the same code you deploy – and to staging if you have a staging server. A missing vital file won’t cause things to start throwing errors on updating the live site. Being able to work collaboratively Source control and good deployment practice makes working with your clients and other developers easy. Deploying first to a staging server means you can show your client updates and then push them live. If you subcontract some part of the work, you can give your subcontractor the ability to deploy to staging, leaving you with the final push to launch, once you know you are happy with the work. Having a proper backup of site files with access to them from anywhere The process I will outline requires the use of hosted, external source control. This gives you a backup of your latest commit and the ability to clone those files and start working on them from any machine, wherever you are. Being able to jump back into a site quickly when the client wants a few changes When doing client work it is common for some work to be handed over, then several months might go by without you needing to update the site. If you don’t have a good process in place, just getting back to work on it may take several hours for what could be only a few hours of work in itself. A solid method for getting your local copy up to date and deploying your changes live can cut that set-up time down to a few minutes. The tool chain In the rest of this article I assume that your current practice is to deploy your files over (S)FTP, using an FTP client. You would like to move to a more robust method of deployment, but without blowing apart your workflow and spending all Christmas trying to put it back together again. Therefore I’m selecting the most straightforward tools to get you from A to B. Source control Perhaps you already use some kind of source control for your sites. Today that is likely to be Git but you might also use Subversion or Mercurial. If you are not using any source control at all then I would suggest you choose Git, and that is what I will be working with in this article. When you work with Git, you always have a local repository. This is where your changes are committed. You also have the option to push those changes to a remote repository; for example, GitHub. You may well have come across GitHub as somewhere you can go to download open source code. However, you can also set up private repositories for sites whose code you don’t want to make publicly accessible. A hosted Git repository gives you somewhere to push your commits to and deploy from, so it’s a crucial part of our tool chain. A deployment service Once you have your files pushed to a remote repository, you then need a way to deploy them to your staging environment and live server. This is the job of a deployment service. This service will connect securely to your hosting, and either automatically (or on the click of a button) transfer files from your Git commit to the hosting server. If files need removing, the service should also do this too, so you can be absolutely sure that your various environments are the same. Tools to choose from What follows are not exhaustive lists, but any of these should allow you to deploy your sites without FTP. Hosted Git repositories GitHub Beanstalk Bitbucket Standalone deployment tools Deploy dploy.io FTPloy I’ve listed Beanstalk as a hosted Git repository, though it also includes a bundled deployment tool. Dploy.io is a standalone version of that tool just for deployment. In this tutorial I have chosen two separate services to show how everything fits together, and because you may already be using source control. If you are setting up all of this for the first time then using Beanstalk saves having two accounts – and I can personally recommend them. Putting it all together The steps we are going to work through are: Getting your local site into a local Git repository Pushing the files to a hosted repository Connecting a deployment tool to your web hosting Setting up a deployment Get your local site into a local Git repository Download and install Git for your operating system. Open up a Terminal window and tell Git your name using the following command (use the name you will set up on your hosted repository). > git config --global user.name "YOUR NAME" Use the next command to give Git your email address. This should be the address that you will use to sign up for your remote repository. > git config --global user.email "YOUR EMAIL ADDRESS" Staying in the command line, change to the directory where you keep your site files. If your files are in /Users/rachel/Sites/mynicewebite you would type: > cd /Users/rachel/Sites/mynicewebsite The next command tells Git that we want to create a new Git repository here. > git init We then add our files: > git add . Then commit the files: > git commit -m “Adding initial files” The bit in quotes after -m is a message describing what you are doing with this commit. It’s important to add something useful here to remind yourself later why you made the changes included in the commit. Your local files are now in a Git repository! However, everything should be just the same as before in terms of working on the files or viewing them in a local web server. The only difference is that you can add and commit changes to this local repository. Want to know more about Git? There are some excellent resources in a range of formats here. Setting up a hosted Git repository I’m going to use Atlassian Bitbucket for my first example as they offer a free hosted and private repository. Create an account on Bitbucket. Then create a new empty repository and give it a name that will identify the repository easily. Click Getting Started and under Command Line select “I have an existing project”. This will give you a set of instructions to run on the command line. The first instruction is just to change into your working directory as we did before. We then add a remote repository, and run two commands to push everything up to Bitbucket. cd /path/to/my/repo git remote add origin https://myuser@bitbucket.org/myname/24ways-tutorial.git git push -u origin --all git push -u origin --tags When you run the push command you will be asked for the password that you set for Bitbucket. Having entered that, you should be able to view the files of your site on Bitbucket by selecting the navigation option Source in the sidebar. You will also be able to see commits. When we initially committed our files locally we added the message “Adding initial files”. If you select Commits from the sidebar you’ll see we have one commit, with the message we set locally. You can imagine how useful this becomes when you can look back and see why you made certain changes to a project that perhaps you haven’t worked on for six months. Before working on your site locally you should run: > git pull in your working directory to make sure you have all of the most up-to-date files. This is especially important if someone else might work on them, or you just use multiple machines. You then make your changes and add any changed or modified files, for example: > git add index.php Commit the change locally: > git commit -m “updated the homepage” Then push it to Bitbucket: > git push origin master If you want to work on your files on a different computer you clone them using the following command: > git clone https://myuser@bitbucket.org/myname/24ways-tutorial.git You then have a copy of your files that is already a Git repository with the Bitbucket repository set up as a remote, so you are all ready to start work. Connecting a deployment tool to your repository and web hosting The next step is deploying files. I have chosen to use a deployment tool called Deploy as it has support for Bitbucket. It does have a monthly charge – but offers a free account for open source projects. Sign up for your account then log in and create your first project. Select Create an empty project. Under Configure Repository Details choose Bitbucket and enter your username and password. If Deploy can connect, it will show you your list of projects. Select the one you want. The next screen is Add New Server and here you need to configure the server that you want to deploy to. You might set up more than one server per project. In an ideal world you would deploy to a staging server for your client preview changes and then deploy once everything is signed off. For now I’ll assume you just want to set up your live site. Give the server a name; I usually use Production for the live web server. Then choose the protocol to connect with. Unless your host really does not support SFTP (which is pretty rare) I would choose that instead of FTP. You now add the same details your host gave you to log in with your SFTP client, including the username and password. The Path on server should be where your files are on the server. When you log in with an SFTP client and you get put in the directory above public_html then you should just be able to add public_html here. Once your server is configured you can deploy. Click Deploy now and choose the server you just set up. Then choose the last commit (which will probably be selected for you) and click Preview deployment. You will then get a preview of which files will change if you run the deployment: the files that will be added and any that will be removed. At the very top of that screen you should see the commit message you entered right back when you initially committed your files locally. If all looks good, run the deployment. You have taken the first steps to a more consistent and robust way of deploying your websites. It might seem like quite a few steps at first, but you will very soon come to realise how much easier deploying a live site is through this process. Your new procedure step by step Edit your files locally as before, testing them through a web server on your own computer. Commit your changes to your local Git repository. Push changes to the remote repository. Log into the deployment service. Hit the Deploy now button. Preview the changes. Run the deployment and then check your live site. Taking it further I have tried to keep things simple in this article because so often, once you start to improve processes, it is easy to get bogged down in all the possible complexities. If you move from deploying with an FTP client to working in the way I have outlined above, you’ve taken a great step forward in creating more robust processes. You can continue to improve your procedures from this point. Staging servers for client preview When we added our server we could have added an additional server to use as a staging server for clients to preview their site on. This is a great use of a cheap VPS server, for example. You can set each client up with a subdomain – clientname.yourcompany.com – and this becomes the place where they can view changes before you deploy them. In that case you might deploy to the staging server, let the client check it out and then go back and deploy the same commit to the live server. Using Git branches As you become more familiar with using Git, and especially if you start working with other people, you might need to start developing using branches. You can then have a staging branch that deploys to staging and a production branch that is always a snapshot of what has been pushed to production. This guide from Beanstalk explains how this works. Automatic deployment to staging I wouldn’t suggest doing automatic deployment to the live site. It’s worth having someone on hand hitting the button and checking that everything worked nicely. If you have configured a staging server, however, you can set it up to deploy the changes each time a commit is pushed to it. If you use Bitbucket and Deploy you would create a deployment hook on Bitbucket to post to a URL on Deploy when a push happens to deploy the code. This can save you a few steps when you are just testing out changes. Even if you have made lots of changes to the staging deployment, the commit that you push live will include them all, so you can do that manually once you are happy with how things look in staging. Further Reading The tutorials from Git Client Tower, already mentioned in this article, are a great place to start if you are new to Git. A presentation from Liam Dempsey showing how to use the GitHub App to connect to Bitbucket Try Git from Code School The Git Workbook a self study guide to Git from Lorna Mitchell Get set up for the new year I love to start the New Year with a clean slate and improved processes. If you are still wrangling files with FTP then this is one thing you could tick off your list to save you time and energy in 2015. Post to the comments if you have suggestions of tools or ideas for ways to enhance this type of set-up for those who have already taken the first steps. 2014 Rachel Andrew rachelandrew 2014-12-04T00:00:00+00:00 https://24ways.org/2014/developing-robust-deployment-procedures/ process
236 Extreme Design Recently, I set out with twelve other designers and developers for a 19th century fortress on the Channel Island of Alderney. We were going to /dev/fort, a sort of band camp for geeks. Our cohort’s mission: to think up, build and finish something – without readily available internet access. Alderney runway, photo by Chris Govias Wait, no internet? Well, pretty much. As the creators of /dev/fort James Aylett and Mark Norman Francis put it: “Imagine a place with no distractions – no IM, no Twitter”. But also no way to quickly look up a design pattern, code sample or source material. Like packing for camping, /dev/fort means bringing everything you’ll need on your back or your hard drive: from long johns to your favourite icon set. We got to work the first night discussing ideas for what we wanted to build. By the time breakfast was cleared up the next morning, we’d settled on Russ’s idea to make the Apollo 13 (PDF) transcript accessible. Days two and three were spent collaboratively planning (KJ style) what features we wanted to build, and unravelling the larger UX challenges of the project. The next five days were spent building it. Within 36 hours of touchdown at Southampton Airport, we launched our creation: spacelog.org The weather was cold, the coal fire less than ideal, food and supplies a hike away, and the process lightning-fast. A week of designing under extreme circumstances called for an extreme process. Some of this was driven by James’s and Norm’s experience running these things, but a lot of it materialised while we were there – especially for our three-strong design team (myself, Gavin O’ Carroll and Chris Govias) who, though we knew each other, had never worked together as a group in this kind of scenario before. The outcome was a pretty spectacular process, with a some key takeaways useful for any small group trying to build something quickly. What it’s like inside the fort /dev/fort has the pressure and pace of a hack day without being a hack day – primarily, no workshops or interruptions‚ but also a different mentality. While hack days are typically developer-driven with a ‘hack first, design later (if at all)’ attitude, James was quick to tell the team to hold off from writing any code until we had a plan. This put a healthy pressure on the design and product folks to slash through the UX problems before we started building. While the fort had definitely more of a hack day feel, all of us were familiar with Agile methods, so we borrowed a few useful techniques such as morning stand-ups and an emphasis on teamwork. We cut some really good features to make our launch date, and chunked the work based on user goals, iterating as we went. What made this design process work? A golden ratio of teams My personal experience both professionally and in free-form situations like this, is a tendency to get/hire a designer. Leaders of businesses, founders of start-ups, organisers of events: one designer is not enough! Finding one ace-blooded designer who can ‘do everything’ will always result in bottleneck and burnout. Like the nuances between different development languages, design is a multifaceted discipline, and very few can claim to be equally strong in every aspect. Overlap in skill set will result in a stronger, more robust interface. More importantly, however, having lots of designers to go around meant that we all had the opportunity to pair with developers, polishing the details that don’t usually get polished. As soon as we launched, the public reception of the design and UX was overwhelmingly positive (proof!). But also, a lot of people asked us who the designer was, attributing it to one person. While it’s important to note that everyone in our team was multitalented (and could easily shift between roles, helping us all stay unblocked), the golden ratio James and Norm devised was two product/developer folks, three interaction designers and eight developers. photo by Ben Firshman Equality inside the fortress walls Something magical about the fort is how everyone leaves the outside world on the drawbridge. Job titles, professional status, Twitter followers, and so on. Like scout camp, a mutual respect and trust is expected of all the participants. Like extreme programming, extreme design requires us all to be equal partners in a collaborative team. I think this is especially worth noting for designers; our past is filled with the clear hierarchy of the traditional studio system which, however important for taste and style, seems less compatible with modern web/software development methods. Being equal doesn’t mean being the same, however. We established clear roles and teams for ourselves on the second day, deferring to that person when a decision needed to be made. As the interface coalesced, the designers and developers took ownership over certain parts to ensure the details got looked after, while staying open to ideas and revisions from the rest of the cohort. Create a space where everyone who enters is equal, but be sure to establish clear roles. Even if it’s just for a short while, the environment will be beneficial. photo by Ben Firshman Hang your heraldry from the rafters Forts and castles are full of lore: coats of arms; paintings of battles; suits of armour. It’s impossible not to be surrounded by these stories, words and ways of thinking. Like the whiteboards on the walls, putting organisational lore in your physical surroundings makes it impossible not to see. Ryan Alexander brought some of those static-cling whiteboard sheets which were quickly filled with use cases; IA; team roles; and, most importantly, a glossary. As soon as we started working on the project, we realised we needed to get clear on what certain words meant: what was a logline, a range, a phase, a key moment? Were the back-end people using these words in the same way design and product was? Quickly writing up a glossary of terms meant everyone was instantly speaking the same language. There was no “Ah, I misunderstood because in the data structure x means y” or, even worse, accidental seepage of technical language into the user interface copy. Put a glossary of your internal terminology somewhere big and fat on the wall. Stand around it and argue until you agree on what it says. Leave it up; don’t underestimate the power of ambient communication and physical reference. Plan more, download less While internet is forbidden inside the fort, we did go on downloading expeditions: NASA photography; code documentation; and so on. The project wouldn’t have been possible without a few trips to the web. We had two lists on the wall: groceries and supplies; internets – “loo roll; Tom Stafford photo“. This changed our usual design process, forcing us to plan carefully and think of what we needed ahead of time. Getting to the internet was a thirty-minute hike up a snow covered cliff to the town airport, so you really had to need it, too. The path to the internet For the visual design, especially, this resulted in more focus up front, and communication between the designers on what assets we required. It made us make decisions earlier and stick with them, creating less distraction and churn later in the process. Try it at home: unplug once you’ve got the things you need. As an artist, it’s easier to let your inner voice shine through if you’re not looking at other people’s work while creating. Social design Finally, our design team experimented with a collaborative approach to wireframing. Once we had collectively nailed down use cases, IA, user journeys and other critical artefacts, we tried a pairing approach. One person drew in Illustrator in real time as the other two articulated what to draw. (This would work equally well with two people, but with three it meant that one of us could jump up and consult the lore on the walls or clarify a technical detail.) The result: we ended up considering more alternatives and quickly rallying around one solution, and resolved difficult problems more quickly. At a certain stage we discovered it was more efficient for one person to take over – this happened around the time when the basic wireframes existed in Illustrator and we’d collectively run through the use cases, making sure that everything was accounted for in a broad sense. At this point, take a break, go have a beer, and give yourself a pat on the back. Put the files somewhere accessible so everyone can use them as their base, and divide up the more detailed UI problems, screens or journeys. At this level of detail it’s better to have your personal headspace. Gavin called this ‘social design’. Chatting and drawing in real time turned what was normally a rather solitary act into a very social process, with some really promising results. I’d tried something like this before with product or developer folks, and it can work – but there’s something really beautiful about switching places and everyone involved being equally quick at drawing. That’s not something you get with non-designers, and frequent swapping of the ‘driver’ and ‘observer’ roles is a key aspect to pairing. Tackle the forest collectively and the trees individually – it will make your framework more robust and your details more polished. Win/win. The return home Grateful to see a 3G signal on our phones again, our flight off the island was delayed, allowing for a flurry of domain name look-ups, Twitter catch-up, and e-mails to loved ones. A week in an isolated fort really made me appreciate continuous connectivity, but also just how unique some of these processes might be. You just never know what crazy place you might be designing from next. 2010 Hannah Donovan hannahdonovan 2010-12-09T00:00:00+00:00 https://24ways.org/2010/extreme-design/ process
261 Surviving—and Thriving—as a Remote Worker Remote work is hot right now. Many people even say that remote work is the future. Why should a company limit itself to hiring from a specific geographic location when there’s an entire world of talent out there? I’ve been working remotely, full-time, for five and a half years. I’ve reached the point where I can’t even fathom working in an office. The idea of having to wake up at a specific time and commute into an office, work for eight hours, and then commute home, feels weirdly anachronistic. I’ve grown attached to my current level of freedom and flexibility. However, it took me a lot of trial and error to reach success as a remote worker — and sometimes even now, I slip up. Working remotely requires a great amount of discipline, independence, and communication. It can feel isolating, especially if you lean towards the more extroverted side of the social spectrum. Remote working isn’t for everyone, but most people, with enough effort, can make it work — or even thrive. Here’s what I’ve learned in over five years of working remotely. Experiment with your environment As a remote worker, you have almost unprecedented control of your environment. You can often control the specific desk and chair you use, how you accessorize your home office space — whether that’s a dedicated office, a corner of your bedroom, or your kitchen table. (Ideally, not your couch… but I’ve been there.) Hate fluorescent lights? Change your lightbulbs. Cover your work area in potted plants. Put up blackout curtains and work in the dark like a vampire. Whatever makes you feel most comfortable and productive, and doesn’t completely destroy your eyesight. Working remotely doesn’t always mean working from home. If you don’t have a specific reason you need to work from home (like specialized equipment), try working from other environments (which is especially helpful it you have roommates, or children). Cafes are the quintessential remote worker hotspot, but don’t just limit yourself to your favorite local haunt. More cities worldwide are embracing co-working spaces, where you can rent either a roaming spot or a dedicated desk. If you’re a social person, this is a great way to build community in your work environment. Most have phone rooms, so you can still take calls. Co-working spaces can be expensive, and not everyone has either the extra income, or work-provided stipend, to work from one. Local libraries are also a great work location. They’re quiet, usually have free wi-fi, and you have the added bonus of being able to check out books after work instead of, ahem, spending too much money on Kindle books. (I know most libraries let you check out ebooks, but reader, I am impulsive and impatient person. When I want a book now, I mean now.) Just be polite — make sure your headphones don’t leak, and don’t work from a library if you have a day full of calls. Remember, too, that you don’t have to stay in the same spot all day. It’s okay to go out for lunch and then resume work from a different location. If you find yourself getting restless, take a walk. Wash some dishes while you mull through a problem. Don’t force yourself to sit at your desk for eight hours if that doesn’t work for you. Set boundaries If you’re a workaholic, working remotely can be a challenge. It’s incredibly easy to just… work. All the time. My work computer is almost always with me. If I remember at 11pm that I wanted to do something, there’s nothing but my own willpower keeping me from opening up my laptop and working until 2am. Some people are naturally disciplined. Some have discipline instilled in them as children. And then some, like me, are undisciplined disasters that realize as adults that wow, I guess it’s time to figure this out, eh? Learning how to set boundaries is one of the most important lessons I’ve learned working remotely. (And honestly, it’s something I still struggle with). For a long time, I had a bad habit of waking up, checking my phone for new Slack messages, seeing something I need to react to, and then rolling over to my couch with my computer. Suddenly, it’s noon, I’m unwashed, unfed, starting to get a headache, and wondering why suddenly I hate all of my coworkers. Even when I finally tear myself from my computer to shower, get dressed, and eat, the damage is done. The rest of my day is pretty much shot. I recently had a conversation with a coworker, in which she remarked that she used to fill her empty time with work. Wake up? Scroll through Slack and email before getting out of bed. Waiting in line for lunch? Check work. Hanging out on her couch in the evening? You get the drift. She was only able to break the habit after taking a three month sabbatical, where she had no contact with work the entire time. I too had just returned from my own sabbatical. I took her advice, and no longer have work Slack on my phone, unless I need it for an event. After the event, I delete it. I also find it too easy to fill empty time with work. Now, I might wake up and procrastinate by scrolling through other apps, but I can’t get sucked into work before I’m even dressed. I’ve gotten pretty good at forbidding myself from working until I’m ready, but building any new habit requires intentionality. Something else I experimented with for a while was creating a separate account on my computer for social tasks, so if I wanted to hang out on my computer in the evening, I wouldn’t get distracted by work. It worked exceptionally well. The only problems I encountered were technical, like app licensing and some of my work proxy configurations. I’ve heard other coworkers have figured out ways to work through these technical issues, so I’m hoping to give it another try soon. You might noticed that a lot of these ideas are just hacks for making myself not work outside of my designated work times. It’s true! If you’re a more disciplined person, you might not need any of these coping mechanisms. If you’re struggling, finding ways to subvert your own bad habits can be the difference between thriving or burning out. Create intentional transition time I know it’s a stereotype that people who work from home stay in their pajamas all day, but… sometimes, it’s very easy to do. I’ve found that in order to reach peak focus, I need to create intentional transition time. The most obvious step is changing into different clothing than I woke up in. Ideally, this means getting dressed in real human clothing. I might decide that it’s cold and gross out and I want to work in joggers and a hoody all day, but first, I need to change out of my pajamas, put on a bra, and then succumb to the lure of comfort. I’ve found it helpful to take similar steps at the end of my day. If I’ve spent the day working from home, I try to end my day with something that occupies my body, while letting my mind unwind. Often, this is doing some light cleaning or dinner prep. If I try to go straight into another mentally heavy task without allowing myself this transition time, I find it hard to context switch. This is another reason working from outside your home is advantageous. Commutes, even if it’s a ten minute walk down the road, are great transition time. Lunch is a great transition time. You can decompress between tasks by going out for lunch, or cooking and eating lunch in your kitchen — not next to your computer. Embrace async If you’re used to working in an office, you’ve probably gotten pretty used to being able to pop over to a colleague’s desk if you need to ask a question. They’re pretty much forced to engage with you at that point. When you’re working remotely, your coworkers might not be in the same timezone as you. They might take an hour to finish up a task before responding to you, or you might not get an answer for your entire day because dangit Gary’s in Australia and it’s 3am there right now. For many remote workers, that’s part of the package. When you’re not co-located, you have to build up some patience and tolerance around waiting. You need to intentionally plan extra time into your schedule for waiting on answers. Asynchronous communication is great. Not everyone can be present for every meeting or office conversation — and the same goes for working remotely. However, when you’re remote, you can read through your intranet messages later or scroll back a couple hours in Slack. My company has a bunch of internal blogs (“p2s”) where we record major decisions and hold asynchronous conversations. I feel like even if I missed a meeting, or something big happened while I was asleep, I can catch up later. We have a phrase — “p2 or it didn’t happen.” Working remotely has made me a better communicator largely because I’ve gotten into the habit of making written updates. I’ve also trained myself to wait before responding, which allows me to distance myself from what could potentially be an emotional reaction. (On the internet, no one can see you making that face.) Having the added space that comes from not being in the same physical location with somebody else creates an opportunity to rein myself in and take the time to craft an appropriate response, without having the pressure of needing to reply right meow. Lean into it! (That said, if you’re stuck, sometimes the best course of action is to hop on a video call with someone and hash out the details. Use the tools most appropriate for the problem. They invented Zoom for a reason.) Seek out social opportunities Even introverts can feel lonely or isolated. When you work remotely, there isn’t a built-in community you’re surrounded by every day. You have to intentionally seek out social opportunities that an office would normally provide. I have a couple private Slack channels where I can joke around with work friends. Having that kind of safe space to socialize helps me feel less alone. (And, if the channels get too noisy, I can mute them for a couple hours.) Every now and then, I’ll also hop on a video call with some work friends and just hang out for a little while. It feels great to actually see someone laugh. If you work from a co-working space, that space likely has events. My co-working space hosts social hours, holiday parties, and sometimes even lunch-and-learns. These events are great opportunities for making new friends and forging professional connections outside of work. If you don’t have access to a co-working space, your town or city likely has meetups. Create a Meetup.com account and search for something that piques your interest. If you’ve been stuck inside your house for days, heads-down on a hard deadline, celebrate by getting out of the house. Get coffee or drinks with friends. See a show. Go to a religious service. Take a cooking class. Try yoga. Find excuses to be around someone other than your cats. When you can’t fall back on your work to provide community, you need to build your own. These are tips that I’ve found help me, but not everyone works the same way. Remember that it’s okay to experiment — just because you’ve worked one way, doesn’t mean that’s the best way for you. Check in with yourself every now and then. Are you happy with your work environment? Are you feeling lonely, down, or exhausted? Try switching up your routine for a couple weeks and jot down how you feel at the end of each day. Look for patterns. You deserve to have a comfortable and productive work environment! Hope to see you all online soon 🙌 2018 Mel Choyce melchoyce 2018-12-09T00:00:00+00:00 https://24ways.org/2018/thriving-as-a-remote-worker/ process
3 Project Hubs: A Home Base for Design Projects SCENE: A design review meeting. Laptop screens. Coffee cups. Project manager: Hey, did you get my email with the assets we’ll be discussing? Client: I got an email from you, but it looks like there’s no attachment. PM: Whoops! OK. I’m resending the files with the attachments. Check again? Client: OK, I see them. It’s homepage_v3_brian-edits_FINAL_for-review.pdf, right? PM: Yeah, that’s the one. Client: OK, hang on, Bill’s going to print them out. (3-minute pause. Small talk ensues.) Client: Alright, Bill’s back. We’re good to start. Brian: Oh, actually those homepage edits we talked about last time are in the homepage_v4_brian_FINAL_v2.pdf document that I posted to Basecamp earlier today. Client: Oh, OK. What message thread was that in? Brian: Uh, I’m pretty sure it’s in “Homepage Edits and Holiday Schedule.” Client: Alright, I see them. Bill’s going back to the printer. Hang on a sec… This is only a slightly exaggerated version of my experience in design review meetings. The design project dance is a sloppy one. It involves a slew of email attachments, PDFs, PSDs, revisions, GitHub repos, staging environments, and more. And while tools like Basecamp can help manage all these moving parts, it can still be incredibly challenging to extract only the important bits, juggle deliverables, and see how your project is progressing. Enter project hubs. Project hubs A project hub consolidates all the key design and development materials onto a single webpage presented in reverse chronological order. The timeline lives online (either publicly available or password protected), so that everyone involved in the team has easy access to it. A project hub. I was introduced to project hubs after seeing Dan Mall’s open redesign of Reading Is Fundamental. Thankfully, I had a chance to work with Dan on two projects where I got to see firsthand how beneficial a project hub can be. Here’s what makes a project hub great: Serves as a centralized home base for the project Trains clients and teams to decide in the browser Easily and visually view project’s progress Provides an archive for project artifacts A home base Your clients and colleagues can expect to get the latest and greatest updates to your project when visiting the project hub, the same way you’d expect to get the latest information on a requested topic when you visit a Wikipedia page. That’s the beauty of URIs that don’t change. Creating a project hub reduces a ton of email volley nonsense, and eliminates the need to produce files and directories with staggeringly ridiculous names like design/12.13.13/team/brian/for_review/_FINAL/styletile_121313_brian-edits-final_v2_FINAL.pdf. The team can simply visit the project hub’s URL and click the link to whatever artifact they need. Need to make an update? Simply update the link on the project hub. No more email tango and silly file names. Deciding in the browser Let’s change the phrase “designing in the browser” to “deciding in the browser.” Dan Mall We make websites, but all too often we find ourselves looking at web design artifacts in abstractions. We email PDFs to each other, glance at mockup JPGs on our desktops, and of course kill trees in order to print out designs so that we can scribble in the margins. All of these practices subtly take everyone further and further away from the design’s eventual final resting place: the browser. Because a project hub is just a simple webpage, reviewing designs is as easy as clicking some links, which keep your clients and teams in the browser. You can keep people in the browser with yet another clever trick from the wily Dan Mall: instead of sending clients PDFs or JPGs, he created a simple webpage and tossed his static visuals into the template (you can view an example here). This forces clients to review web design work in the browser rather than launching a PDF viewer or Preview. Now this all might sound trivial to you (“Of course my client knows that we’re designing a website!”), but keeping the design artifacts in the browser subconsciously helps remind everyone of the medium for which you’re designing, which helps everyone focus on the right aspects of the design and have the right conversations. Progress over time When you’re in the trenches, it’s often hard to visualize how a project is progressing. Tools like Basecamp include discussions, files, to-dos, and more, which are all great tools but also make things a bit noisy. Project hubs provide you and your clients a quick and easy way to see at a glance how things are coming along. Teams can rest assured they’re viewing the most current versions of designs, and managers can share progress with stakeholders simply by providing a link to the project hub. Over time, a project hub becomes an easily accessible archive of all the design decisions, which makes it easy to compare and contrast different versions of designs and prototypes. Setting up a project hub Setting up your own project hub is pretty simple. Simply create a webpage with some basic styles and branding. I’ve created a project hub template that’s available on GitHub if you want a jump-start. Publish the webpage to a URL somewhere that makes sense (we’ve found that a subdomain of your site works quite well) and share it with everyone involved in the project. Bookmark it. Let everyone know that this is where design updates will be shared, and that they can always come back to the project hub to track the project’s progress. When it comes time to share new updates, simply add a new node to the timeline and republish the webpage. Simple FTPing works just fine, but it might make sense to keep track of changes using version control. Our project hub for our open redesign of the Pittsburgh Food Bank is managed on GitHub, which means that I can make edits to the hub right from GitHub. Thanks to the magical wizardry of webhooks, I can automatically deploy the project hub so that everything stays in sync. That’s the fancy-pants way to do it, and is certainly not a requirement. As long as you’re able to easily make edits and keep your project hub up to date, you’re good to go. So that’s the hubbub Project hubs can help tame the chaos of the design process by providing a home base for all key design and development materials. Keep the design artifacts in the browser and give clients and colleagues quick insight into your project’s progress. Happy hubbing! 2013 Brad Frost bradfrost 2013-12-17T00:00:00+00:00 https://24ways.org/2013/project-hubs/ process
66 Solve the Hard Problems So, here we find ourselves on the cusp of 2016. We’ve had a good year – the web is still alive, no one has switched it off yet. Clients still have websites, teenagers still have phone apps, and there continue to be plenty of online brands to meaningfully engage with each day. Good job team, high fives all round. As it’s the time to make resolutions, I wanted to share three small ideas to take into the new year. Get good at what you do “How do you get to Carnegie Hall?” the old joke goes. “Practise, practise, practise.” We work in an industry where there is an awful lot to learn. There’s a lot to learn to get started and then once you do, there’s a lot more to learn to keep your skills current. Just when you think you’ve mastered something, it changes. This is true of many industries, of course, but the sheer pace of change for us makes learning not an annual activity, but daily. Learning takes time, and while I’m not convinced that every skill takes the fabled ten thousand hours to master, there is certainly no escaping that to remain current we must reinvest time in keeping our skills up to date. Picking where to spend your time One of the hardest aspects of this thing of ours is just choosing what to learn. If you, like me, invested any time in learning the Less CSS preprocessor over the last few years, you’ll probably now be spending your time relearning Sass instead. If you spent time learning Grunt, chances are you’ll now be thinking about whether you should switch to Gulp. It’s not just that there are new types of tools, there are new tools and frameworks to do the things you’re already doing, but, well, differently. Deciding what to learn is hard and the costs of backing the wrong horse can seriously mount up; so much so that by the time you’ve learned and then relearned the tools everyone says you need for your job, there’s rarely enough time to spend really getting to know how best to use them.  Practise, practise, practise Do you know how you don’t get to Carnegie Hall? By learning a new instrument each week. It takes time and experience to really learn something well. That goes for a new JavaScript framework as much as a violin. If you flit from one shiny new thing to another, you’re destined to produce amateurish work forever. Learn the new thing, but then stick with it long enough to get really good at it – even if Twitter trolls try to convince you it’s not cool. What’s really not cool is living as a forevernoob. If you’re still not sure what to learn, go back to basics. Considering a new CSS or JavaScript framework? Invest that time in learning the underlying CSS or JavaScript really well instead. Those skills will stand the test of time. Audience and purpose Back when I was in school, my English teacher (a nice Welsh lady, who I appreciate more now than I did back then) used to love to remind us that every piece of writing should have an audience and a purpose. So much so that audience and purpose almost became her catch phrase. For every essay, article or letter, we were reminded to consider who we were writing it for and what we were trying to achieve. It’s something I think about a lot; certainly when writing, but also in almost every other creative endeavour. Asking who is this for and what am I trying to achieve applies equally to designing a logo or website, through to composing music or writing software. Being productive It seems like everyone wants to have a product these days. As someone who used to do client services work and now has a product company, I often talk with people who are interested in taking something they’ve built in-house and turning it into a product. You know the sort of thing: a design agency with its own CMS or project management web app; the very logical thought process of: if this helps our business, maybe others will find it valuable too; the question that inevitably follows: could we turn this into a product? Whether consciously or not, the audience and purpose influence nearly every aspect of your creative process. Once written or designed or developed or created, revising a work to change the audience and purpose can be quite a challenge. No matter how much you want to turn the tension-building, atmospheric music for a horror film into a catchy chart hit, it’s going to be a struggle. Yes, it’s music, but that’s neither the audience nor purpose for which it was created. The same is absolutely true for your in-house tools – those were also designed for a specific audience and purpose. Your in-house CMS would have been designed with an audience of your own development team, who are busy implementing sites for clients. The purpose is to make that team more productive overall, taking into account considerations of maintaining multiple sites on a common codebase, training clients, a more mature and stable platform and all the other benefits of reusing the same code for each project. The audience is your team and the purpose increased productivity. That’s very different from a customer who wants to buy a polished system to use off-the-shelf. If their needs perfectly aligned with yours then they wouldn’t be in the market for your product – they would have built their own. Sometimes you hear the advice to “scratch your own itch” when it comes to product design. I don’t completely agree. Got an itch? Great. Find other itchy people and sell them a backscratcher. Building a product, like designing a website, is a lot of work. It requires knowing your audience and purpose inside out. You can’t fudge it and you can’t just hope you’ll find an audience for some old thing you have lying around. Always consider the audience and purpose for everything you create. It’s often the difference between success and failure. Solve the hard problems Human beings have a natural tendency to avoid hard problems. In digital design (websites, software, whatever) the received wisdom is often that we can get 80% of the way towards doing the hard thing by doing something that’s not very hard. Do you know what you get at the end of it? Paid. But nothing really great ever happens that way. I worked on a client project a while back where one of the big challenges was making full use of the massive image library they had built up over the years. The client had tens of thousands of photographs, along with a fair amount of video and a large MP3 audio library too. If it wasn’t managed carefully, storage sizes would get out of control, content would go unattributed, and everything would get very messy very quickly. I could tell from the outset that this aspect of the project was going to be a constant problem. So we tackled it head-on. We designed and built a media management system to hold and process all the assets, and added an API so the content management system could talk to it. Every time the site needed a photo at a new size, it made an API request to the system and everything was handled seamlessly. It was a daunting job to invest all the time and effort in building that dedicated system and API, but it really paid off. Instead of having the constant troubles of a vast library of media, it became one of the strongest parts of the project. Turn your hardest problems into your biggest strengths There’s a funny thing about hard problems. The hardest problems are the most fun to solve and have the biggest impact. Maybe you’re the sort of person who clocks in for work, does their job and clocks out at 5pm without another thought. But I don’t think you are, because you’re here reading this. If you really love what you do, I don’t think you can be satisfied in your work unless you’re seeking out and working on those hard problems. That’s where the magic is. The new year is a helpful time to think about breaking bad habits. Whether it’s smoking a bit less, or going to the gym a bit more, the ticking over of the calendar can provide the motivation for a new start. I have some suggestions for you. Get good at what you do. Practise your skills and don’t just flit from one shiny thing to the next. Remember who you’re doing it for and why. Consider the audience and purpose for everything you create. Solve the hard problems. It’s more interesting, more satisfying, and has a greater impact. As we move into 2016, these are the things I’m going to continue to work on. Maybe you’d like to join me. 2015 Drew McLellan drewmclellan 2015-12-24T00:00:00+00:00 https://24ways.org/2015/solve-the-hard-problems/ process
218 Put Yourself in a Corner Some backstory, and a shameful confession For the first couple years of high school I was one of those jerks who made only the minimal required effort in school. Strangely enough, how badly I behaved in a class was always in direct proportion to how skilled I was in the subject matter. In the subjects where I was confident that I could pass without trying too hard, I would give myself added freedom to goof off in class. Because I was a closeted lit-nerd, I was most skilled in English class. I’d devour and annotate required reading over the weekend, I knew my biblical and mythological allusions up and down, and I could give you a postmodern interpretation of a text like nobody’s business. But in class, I’d sit in the back and gossip with my friends, nap, or scribble patterns in the margins of my textbooks. I was nonchalant during discussion, I pretended not to listen during lectures. I secretly knew my stuff, so I did well enough on tests, quizzes, and essays. But I acted like an ass, and wasn’t getting the most I could out of my education. The day of humiliation, but also epiphany One day in Ms. Kaney’s AP English Lit class, I was sitting in the back doodling. An earbud was dangling under my sweater hood, attached to the CD player (remember those?) sitting in my desk. Because of this auditory distraction, the first time Ms. Kaney called my name, I barely noticed. I definitely heard her the second time, when she didn’t call my name so much as roar it. I can still remember her five feet frame stomping across the room and grabbing an empty desk. It screamed across the worn tile as she slammed it next to hers. She said, “This is where you sit now.” My face gets hot just thinking about it. I gathered my things, including the CD player (which was now impossible to conceal), and made my way up to the newly appointed Seat of Shame. There I sat, with my back to the class, eye-to-eye with Ms. Kaney. From my new vantage point I couldn’t see my friends, or the clock, or the window. All I saw were Ms. Kaney’s eyes, peering at me over her reading glasses while I worked. In addition to this punishment, I was told that from now on, not only would I participate in class discussions, but I would serve detention with her once a week until an undetermined point in the future. During these detentions, Ms. Kaney would give me new books to read, outside the curriculum, and added on to my normal homework. They ranged from classics to modern novels, and she read over my notes on each book. We’d discuss them at length after class, and I grew to value not only our private discussions, but the ones in class as well. After a few weeks, there wasn’t even a question of this being punishment. It was heaven, and I was more productive than ever. To the point Please excuse this sentimental story. It’s not just about honoring a teacher who cared enough to change my life, it’s really about sharing a lesson. The most valuable education Ms. Kaney gave me had nothing to do with literature. She taught me that I (and perhaps other people who share my special brand of crazy) need to be put in a corner to flourish. When we have physical and mental constraints applied, we accomplish our best work. For those of you still reading, now seems like a good time to insert a pre-emptive word of mediation. Many of you, maybe all of you, are self-disciplined enough that you don’t require the rigorous restrictions I use to maximize productivity. Also, I know many people who operate best in a stimulating and open environment. I would advise everyone to seek and execute techniques that work best for them. But, for those of you who share my inclination towards daydreams and digressions, perhaps you’ll find something useful in the advice to follow. In which I pretend to be Special Agent Olivia Dunham Now that I’m an adult, and no longer have Ms. Kaney to reign me in, I have to find ways to put myself in the corner. By rejecting distraction and shaping an environment designed for intense focus, I’m able to achieve improved productivity. Lately I’ve been obsessed with the TV show Fringe, a sci-fi series about an FBI agent and her team of genius scientists who save the world (no, YOU’RE a nerd). There’s a scene in the show where the primary character has to delve into her subconscious to do extraordinary things, and she accomplishes this by immersing herself in a sensory deprivation tank. The premise is this: when enclosed in a space devoid of sound, smell, or light, she will enter a new plane of consciousness wherein she can tap into new levels of perception. This might sound a little nuts, but to me this premise has some real-world application. When I am isolated from distraction, and limited to only the task at hand, I’m able to be productive on a whole new level. Since I can’t actually work in an airtight iron enclosure devoid of input, I find practical ways to create an interruption-free environment. Since I work from home, many of my methods for coping with distractions wouldn’t be necessary for my office-bound counterpart. However for some of you 9-to-5-ers, the principles will still apply. Consider your visual input First, I have to limit my scope to the world I can (and need to) affect. In the largest sense, this means closing my curtains to the chaotic scene of traffic, birds, the post office, a convenience store, and generally lovely weather that waits outside my window. When the curtains are drawn and I’m no longer surrounded by this view, my sphere is reduced to my desk, my TV, and my cat. Sometimes this step alone is enough to allow me to focus. But, my visual input can be whittled down further still. For example, the desk where I usually keep my laptop is littered with twelve owl figurines, a globe, four books, a three-pound weight, and various nerdy paraphernalia (hard drives, Wacom tablets, unnecessary bluetooth accessories, and so on). It’s not so much a desk as a dumping ground for wacky flea market finds and impulse technology buys. Therefore, in addition to this Official Desk, I have an adult version of Ms. Kaney’s Seat of Shame. It’s a rusty old student’s desk I picked up at the Salvation Army, almost an exact replica of the model Ms. Kaney dragged across the classroom all those years ago. This tiny reproduction Seat of Shame is literally in a corner, where my only view is a blank wall. When I truly need to focus, this is where I take refuge, with only a notebook and a pencil (and occasionally an iPad). Find out what works for your ears Even from my limited sample size of two people, I know there are lots of different ways to cope with auditory distraction. I prefer silence when focused on independent work, and usually employ some form of a white noise generator. I’ve yet to opt for the fancy ‘real’ white noise machines; instead, I use a desktop fan or our allergy filter machine. This is usually sufficient to block out the sounds of the dishwasher and the cat, which allows me to think only about the task of hand. My boyfriend, the other half of my extensive survey, swears by another method. He calls it The Wall of Sound, and it’s basically an intense blast of raucous music streamed directly into his head. The outcome of his technique is really the same as mine; he’s blocking out unexpected auditory input. If you can handle the grating sounds of noisy music while working, I suggest you give The Wall of Sound a try. Don’t count the minutes When I sat in the original Seat of Shame in lit class, I could no longer see the big classroom clock slowly ticking away the seconds until lunch. Without the marker of time, the class period often flew by. The same is true now when I work; the less aware of time I am, the less it feels like time is passing too quickly or slowly, and the more I can focus on the task (not how long it takes). Nowadays, to assist in my effort to forget the passing of time, I sometimes put a sticky note over the clock on my monitor. If I’m writing, I’ll use an app like WriteRoom, which blocks out everything but a simple text editor. There are situations when it’s not advisable to completely lose track of time. If I’m working on a project with an hourly rate and a tight scope, or if I need to be on time to a meeting or call, I don’t want to lose myself in the expanse of the day. In these cases, I’ll set an alarm that lets me know it’s time to reign myself back in (or on some days, take a shower). Put yourself in a mental corner, too When Ms. Kaney took action and forced me to step up my game, she had the insight to not just change things physically, but to challenge me mentally as well. She assigned me reading material outside the normal coursework, then upped the pressure by requiring detailed reports of the material. While this additional stress was sometimes uncomfortable, it pushed me to work harder than I would have had there been less of a demand. Just as there can be freedom in the limitations of a distraction-free environment, I’d argue there is liberty in added mental constraints as well. Deadlines as a constraint Much has been written about the role of deadlines in the creative process, and they seem to serve different functions in different cases. I find that deadlines usually act as an important constraint and, without them, it would be nearly impossible for me to ever consider a project finished. There are usually limitless ways to improve upon the work I do and, if there’s no imperative for me to be done at a certain point, I will revise ad infinitum. (Hence, the personal site redesign that will never end – Coming Soon, Forever!). But if I have a clear deadline in mind, there’s a point when the obsessive tweaking has to stop. I reach a stage where I have to gather up the nerve to launch the thing. Putting the pro in procrastination Sometimes I’ve found that my tendency to procrastinate can help my productivity. (Ducks, as half the internet throws things at her.) I understand the reasons why procrastination can be harmful, and why it’s usually a good idea to work diligently and evenly towards a goal. I try to divide my projects up in a practical way, and sometimes I even pull it off. But for those tasks where you work aimlessly and no focus comes, or you find that every other to-do item is more appealing, sometimes you’re forced to bring it together at the last moment. And sometimes, this environment of stress is a formula for magic. Often when I’m down to the wire and have no choice but to produce, my mind shifts towards a new level of clarity. There’s no time to endlessly browse for inspiration, or experiment with convoluted solutions that lead nowhere. Obviously a life lived perpetually on the edge of a deadline would be a rather stressful one, so it’s not a state of being I’d advocate for everyone, all the time. But every now and then, the work done when I’m down to the wire is my best. Keep one toe outside your comfort zone When I’m choosing new projects to take on, I often seek out work that involves an element of challenge. Whether it’s a design problem that will require some creative thinking, or a coding project that lends itself to using new technology like HTML5, I find a manageable level of difficulty to be an added bonus. The tension that comes from learning a new skill or rethinking an old standby is a useful constraint, as it keeps the work interesting, and ensures that I continue learning. There you have it Well, I think I’ve spilled most of my crazy secrets for forcing my easily distracted brain to focus. As with everything we web workers do, there are an infinite number of ways to encourage productivity. I hope you’ve found a few of these to be helpful, and please share your personal techniques in the comments. Have a happy and productive new year! 2010 Meagan Fisher meaganfisher 2010-12-20T00:00:00+00:00 https://24ways.org/2010/put-yourself-in-a-corner/ process
155 Minification: A Christmas Diet The festive season is generally more about gorging ourselves than staying thin but we’re going to change all that with a quick introduction to minification. Performance has been a hot topic this last year. We’re building more complex sites and applications but at the same time trying to make then load faster and behave more responsively. What is a discerning web developer to do? Minification is the process of make something smaller, in the case of web site performance we’re talking about reducing the size of files we send to the browser. The primary front-end components of any website are HTML, CSS, Javascript and a sprinkling of images. Let’s find some tools to trim the fat and speed up our sites. For those that want to play along at home you can download the various utilities for Mac or Windows. You’ll want to be familiar with running apps on the command line too. HTMLTidy HTMLTidy optimises and strips white space from HTML documents. It also has a pretty good go at correcting any invalid markup while it’s at it. tidy -m page.html CSSTidy CSSTidy takes your CSS file, optimises individual rules (for instance transforming padding-top: 10px; padding-bottom: 10px; to padding: 10px 0;) and strips unneeded white space. csstidy style.css style-min.css JSMin JSMin takes your javascript and makes it more compact. With more and more websites using javascript to power (progressive) enhancements this can be a real bandwidth hog. Look out for pre-minified versions of libraries and frameworks too. jsmin <script.js >script-min.js Remember to run JSLint before you run JSMin to catch some common problems. OptiPNG Images can be a real bandwidth hog and making all of them smaller with OptiPNG should speed up your site. optipng image.png All of these tools have an often bewildering array of options and generally good documentation included as part of the package. A little experimentation will get you even more bang for your buck. For larger projects you likely won’t want to be manually minifying all your files. The best approach here is to integrate these tools into your build process and have your live website come out the other side smaller than it went in. You can also do things on the server to speed things up; GZIP compression for instance or compilation of resources to reduce the number of HTTP requests. If you’re interested in performance a good starting point is the Exceptional Performance section on the Yahoo Developer Network and remember to install the YSlow Firebug extension while you’re at it. 2007 Gareth Rushgrove garethrushgrove 2007-12-06T00:00:00+00:00 https://24ways.org/2007/minification-a-christmas-diet/ process
194 Design Systems and Hybrids The other day on Twitter, I saw a thread started by Dorian Taylor about why design systems are so hot right now. In the thread, he made the case that they’ve been around for ages and some folks were just slow to catch up. It was an interesting thread, and not the first time I’ve seen folks discuss this. “Design systems are so hot right now” was even used recently in this very publication. And yes it’s true that they’ve been around for ages. Design artefact collectors’ obsession with reprints of old graphic standards manuals of the past are a reminder. Sometimes old things become new again, either through a rediscovery or awakening (wow, that sounds really deep). But I think that’s definitely what happened here. Some very opinionated answers that come to mind for me are: The need for them has increased with the needs of software development. With the increasing number of devices (phones, tablets, watches, etc.), scaling design has required the need to double down on systems thinking and processes. Investments with huge cost-saving returns. The time investment it takes to onboard new people as you staff up large teams (and the time it takes to fix bugs and inconsistencies) could be better spent building up a system that lets you ship at a faster pace. It also gives you more time to focus on the bigger picture instead of what color a button border is. If you do have to onboard new designers, the design system is a great educational resource to get up to speed quickly on your organization’s design principles, materials/tools, and methods. “Here’s the simple truth: you can’t innovate on products without first innovating the way you build them.” — Alex Schleifer, The Way We Build These are just some of the reasons. But there is another answer, and a personal conclusion that I’ve reached. It relates to the way I work and what I love working on, but I don’t see it talked about much. Hybrids Have a Home I’m a hybrid designer. I code in HTML & CSS (with a preference for Sass). But I don’t call myself a frontend developer. I used to back in the day (I was a UI frontend developer at Apple over a decade ago, but all I wrote was HTML & CSS). I identify with designer because that’s my training and interest, but the ideas of what a frontend developer can do has changed quite a ton over the years. Setting things up in build tools and processes are not my skill. And I know a lot of designers who share this experience with me. There are also hybrid developers who identify as developers, but have excellent design skills. Buddies like my pal Brandon Ferrua who was on my team at Salesforce is a great example of this. And we worked fantastically together. Sometimes, companies don’t know how to deal with hybrids. I’ve been told to choose a side, and have even been made to join a development team simply because I could code my designs (and then when I couldn’t deliver the same type of code my teammates could, and I felt like I wasn’t able to use my talents in the most effective way). There are a lot more folks out there I know of who identify as a hybrid, and many have found ourselves working on design systems. Una Kravets recently had a thread discussing this as well. At Clarity, this came up a lot in hallway conversations, breaks, and the after parties. I think that this job is a haven for folks who often find themselves in the middle. For companies that get it, these people find joy in getting to use a wider variety of skills and being bridges; advocates that can speak to designers and developers, helping bring 
unity to an organization. They can wireframe, throw together a prototype, create color systems, architect naming conventions for design tokens. Design systems are their perfect home. I think this has contributed to the uptick in discussions and interest on this subject (in addition to the team- and company-focused reasons). Keep Design Systems Teams Cross-Functional Speaking of teams, something some larger companies fall prey to is creating walls and silos where they need not be. If you place all your visual designers in one place, all your coders in another, and so on, you’re not doing yourselves any favors. Meanwhile, your hybrids are caught in the middle not knowing exactly where they belong. Design systems teams should have representatives (whether on a core team, or a virtual/federated team) that bring different skillsets. Design, code, writing, accessibility, product management, and so on. You’ll have a stronger vision on where to take your design system and to make it succeed. Siloing defeats the whole purpose of what design systems are meant for. Happy holidays, and may the force be with you. Further Reading Why Design Systems Fail Design Systems are for People Design Systems Handbook 2017 Jina Anne jina 2017-12-22T00:00:00+00:00 https://24ways.org/2017/design-systems-and-hybrids/ process
88 Think First, Code Later This is a story that’s best told from the end, and it’s probably one you’re all familiar with. You, or someone just like you, have been building a website, probably as part of a skilled and capable team. You’re a front-end developer, focusing on JavaScript – it’s either your sole responsibility or shared around. It’s quite a big job, been going on for months, and at last it feels like you’re reaching the end of it. But, in a brief moment of downtime, you step back and take a look at the code as a whole. You notice that the folder called “jQuery plugins” suddenly looks rather full, and maybe there’s evidence of several methods of doing the same thing; there are loads of little niggly fixes in the bug tracker; and every place you use Ajax the structure of the data is slightly different. You sigh, and your shoulders droop slightly, and you think “Yeah, we’ll do that more cleanly next time.” The thing is, you probably already know how to rewrite the start of this story to make the ending work better. This situation is not really anyone’s fault – it’s just an accumulation of all the things you decided along the way, all the things you agreed you’d fix later that have disappeared into the black hole of technical debt, and accomodating all the “can we just…?” requests from around the team and the client. So, the solution to this is easy, right? More interminable planning meetings, more tightly controlled and documented specifications, less freedom to innovate, to try out new ideas and enjoy what you’re doing. Wait, that sounds even less fun than the old way. Minimum viable planning Actually, planning and specifications are exactly what you need, but the way you go about them can make a real difference, both to the quality of your code, and the quality of your life as a developer. It can be as simple as being a little more thoughtful before starting on any new piece of functionality. Involve your whole team if possible, or at least those working on what you’re doing. Canvass opinions and work out what the solution to the problem might look like first, rather than coding speculatively to find out. There are easy ways you can get into this habit of putting the thought and design up front, and it doesn’t have to mean spending more time on the project as a whole. It also doesn’t have to result in reams of functional specifications. Instead, let the code itself form the specification. As JavaScript applications become more complex, unit testing is becoming ever more important. So embrace it, whether you prefer QUnit, or Mocha, or any of the other JavaScript testing frameworks out there. The TDD (or test-driven development) pattern is all about writing the tests first and then writing functional code to pass those tests; or, if you prefer, code that meets the specification given by the tests. Sounds like a hassle at first, but once you get into the rhythm of it you should find that the time spent writing tests up front is no greater, and often significantly less, than the time you would have spent fixing bugs afterwards. If what you’re working on requires an API between client and server (usually Ajax but this can apply to any method of sending or receiving data) then spend a bit of time with the back-end developer to design the data contracts, before either of you cut any code. Work out what the API endpoints are going to be, and what the data structure you’ll get back from a certain endpoint looks like. A mock JSON object documented on a wiki is enough and it can be atomic. Don’t worry about planning the entire project at once, just plan enough to get on with your current tasks. Definition in this way doesn’t have to make your API immutable – change is still fine – but if you know roughly where you’re heading, then not only can your team’s efforts become more parallel, but you’re far more likely to have an easier time making it all work. And again, you have a specification – the shape of the data – to write your JavaScript against. Putting everything together, you end up with a logical flow of development, from the specification agreed with the client (your backlog), to the specification agreed with your team (the API contract design), to the specification agreed with your code (your unit tests). Hopefully, there will be ample clues in all of this to inform your front-end library choices, because by then you should have a better picture of what you’re going to need. What the framework? As a JavaScript developer predominantly, these are the choices I’m particularly interested in – how and why you use JavaScript libraries and frameworks, both what you expect from them and what you actually get. If we look back at how web development, and specifically JavaScript development has progressed – from the earliest days of using lines and lines of Dreamweaver code-barf to make an image rollover effect, to today’s large frameworks that handle working with the DOM, Ajax communication and visual effects all in one hit – the purpose of it is clear: to smooth over the inconsistent bumps between browsers and give a solid, reliable, predictable base on which to put our desired functionality. Understanding what we expect the language as a specification to do, and matching that to what we observe browsers actually doing, and then smoothing out the differences, is a big job. Since the language and the implementations are also changing as we go along, it also feels like a never-ending job. So make full use of this valuable effort. Use jQuery or YUI or anything else you’re comfortable with, but it still pays to think early on about what you need your library to do and what the best choice is to meet that need. I’ve come in to projects as a fixer and found, to take a recent example, that jQuery UI was being used just to provide a date picker and a modal effect. That’s a lot of code weight to provide two fairly simple pieces of functionality that could easily be covered by smaller plugins. Which isn’t to say that jQuery UI itself is a bad choice, but I could see that it had been included late on just to do those things, whereas a more considered approach would have been to put the library in early and use it more universally. There are other choices, too. If you automatically throw in jQuery (or whatever your favourite main library is) to a small site with limited functionality, you might only touch a tiny fraction of its scope. In my own development I started looking at what I actually needed from a JavaScript library. For a simple project like What the Framework?, all jQuery needed to do was listen for .ready() and then perform some light DOM selection before handing over to a client-side MVC framework. So perhaps there was another way to go about this while still avoiding the cross-browser headaches. Deleting jQuery But the jQuery pattern is compelling and familiar. And once you’re comfortable with something, it’s a bit of an effort to force yourself out of that comfort zone and learn. But looking back at my whole career, I realised that I’ve relearned pretty much everything I do, probably several times, since I started out. So it’s worth keeping in mind that learning and trying new things is how development has advanced to where it is now, and how it will keep advancing in the future. In the end this lead me to Ender, which is billed as an NPM-style package manager for the browser, letting you search for and manage small, loosely coupled modules and their dependencies, and compile them to one file with a common API. For What the Framework I ended up with a set of DOM tools, Underscore and Knockout, all minified into 25kb of JavaScript. This compares really well with 32kb minified for jQuery on its own, and Ender’s use of the dollar variable and the jQuery-like syntax in many modules makes switching over a low-friction experience. On more complex projects, where you’re really going to use all the features of something like jQuery, but want to minimise the loading of other dependencies when you don’t need them, I’ve recently started looking at Jam. This uses the RequireJS pattern to compile commonly used code into a library file and then manage dependencies and bring in others on a per-page basis depending on how you need it. Again, it all comes down to thinking about what you need and using it only when you need it. And the configurability of tools like Ender or Jam allow you to be responsive to changing requirements as your project grows. There is no right answer That’s not to say this way of working automatically makes things easier. It doesn’t. On a large, long-running project or one where future functionality is unknown, it’s still hard to predict and plan for everything – at least until crystal balls as a service come about. But by including strong engineering practices in your front-end, and trying to minimise technical debt, you’re at least giving yourself a decent safety net to guard against the “can we just…?” tendencies that are a fact of life. So, really, this is not an advocation of using a particular technology or framework, because I can’t tell you what works for you or your team. But what I can tell you is that working this way round has done wonders for my productivity and enthusiasm, both for code quality and for trying out new libraries. Give it a go, you might like it! 2012 Stephen Fulljames stephenfulljames 2012-12-07T00:00:00+00:00 https://24ways.org/2012/think-first-code-later/ process
301 Stretching Time Time is valuable. It’s a precious commodity that, if we’re not too careful, can slip effortlessly through our fingers. When we think about the resources at our disposal we’re often guilty of forgetting the most valuable resource we have to hand: time. We are all given an allocation of time from the time bank. 86,400 seconds a day to be precise, not a second more, not a second less. It doesn’t matter if we’re rich or we’re poor, no one can buy more time (and no one can save it). We are all, in this regard, equals. We all have the same opportunity to spend our time and use it to maximum effect. As such, we need to use our time wisely. I believe we can ‘stretch’ time, ensuring we make the most of every second and maximising the opportunities that time affords us. Through a combination of ‘Structured Procrastination’ and ‘Focused Finishing’ we can open our eyes to all of the opportunities in the world around us, whilst ensuring that we deliver our best work precisely when it’s required. A win win, I’m sure you’ll agree. Structured Procrastination I’m a terrible procrastinator. I used to think that was a curse – “Why didn’t I just get started earlier?” – over time, however, I’ve started to see procrastination as a valuable tool if it is used in a structured manner. Don Norman refers to procrastination as ‘late binding’ (a term I’ve happily hijacked). As he argues, in Why Procrastination Is Good, late binding (delay, or procrastination) offers many benefits: Delaying decisions until the time for action is beneficial… it provides the maximum amount of time to think, plan, and determine alternatives. We live in a world that is constantly changing and evolving, as such the best time to execute is often ‘just in time’. By delaying decisions until the last possible moment we can arrive at solutions that address the current reality more effectively, resulting in better outcomes. Procrastination isn’t just useful from a project management perspective, however. It can also be useful for allowing your mind the space to wander, make new discoveries and find creative connections. By embracing structured procrastination we can ‘prime the brain’. As James Webb Young argues, in A Technique for Producing Ideas, all ideas are made of other ideas and the more we fill our minds with other stimuli, the greater the number of creative opportunities we can uncover and bring to life. By late binding, and availing of a lack of time pressure, you allow the mind space to breathe, enabling you to uncover elements that are important to the problem you’re working on and, perhaps, discover other elements that will serve you well in future tasks. When setting forth upon the process of writing this article I consciously set aside time to explore. I allowed myself the opportunity to read, taking in new material, safe in the knowledge that what I discovered – if not useful for this article – would serve me well in the future. Ron Burgundy summarises this neatly: Procrastinator? No. I just wait until the last second to do my work because I will be older, therefore wiser. An ‘older, therefore wiser’ mind is a good thing. We’re incredibly fortunate to live in a world where we have a wealth of information at our fingertips. Don’t waste the opportunity to learn, rather embrace that opportunity. Make the most of every second to fill your mind with new material, the rewards will be ample. Deadlines are deadlines, however, and deadlines offer us the opportunity to focus our minds, bringing together the pieces of the puzzle we found during our structured procrastination. Like everyone I’ll hear a tiny, but insistent voice in my head that starts to rise when the deadline is approaching. The older you get, the closer to the deadline that voice starts to chirp up. At this point we need to focus. Focused Finishing We live in an age of constant distraction. Smartphones are both a blessing and a curse, they keep us connected, but if we’re not careful the constant connection they provide can interrupt our flow. When a deadline is accelerating towards us it’s important to set aside the distractions and carve out a space where we can work in a clear and focused manner. When it’s time to finish, it’s important to avoid context switching and focus. All those micro-interactions throughout the day – triaging your emails, checking social media and browsing the web – can get in the way of you hitting your deadline. At this point, they’re distractions. Chunking tasks and managing when they’re scheduled can improve your productivity by a surprising order of magnitude. At this point it’s important to remove distractions which result in ‘attention residue’, where your mind is unable to focus on the current task, due to the mental residue of other, unrelated tasks. By focusing on a single task in a focused manner, it’s possible to minimise the negative impact of attention residue, allowing you to maximise your performance on the task at hand. Cal Newport explores this in his excellent book, Deep Work, which I would highly recommend reading. As he puts it: Efforts to deepen your focus will struggle if you don’t simultaneously wean your mind from a dependence on distraction. To help you focus on finishing it’s helpful to set up a work-focused environment that is purposefully free from distractions. There’s a time and a place for structured procrastination, but – equally – there’s a time and a place for focused finishing. The French term ‘mise en place’ is drawn from the world of fine cuisine – I discovered it when I was procrastinating – and it’s applicable in this context. The term translates as ‘putting in place’ or ‘everything in its place’ and it refers to the process of getting the workplace ready before cooking. Just like a professional chef organises their utensils and arranges their ingredients, so too can you. Thanks to the magic of multiple users on computers, it’s possible to create a separate user on your computer – without access to email and other social tools – so that you can switch to that account when you need to focus and hit the deadline. Another, less technical way of achieving the same result – depending, of course, upon your line of work – is to close your computer and find some non-digital, unconnected space to work in. The goal is to carve out time to focus so you can finish. As Newport states: If you don’t produce, you won’t thrive – no matter how skilled or talented you are. Procrastination is fine, but only if it’s accompanied by finishing. Create the space to finish and you’ll enjoy the best of both worlds. In closing… There is a time and a place for everything: there is a time to procrastinate, and a time to focus. To truly reap the rewards of time, the mind needs both. By combining the processes of ‘Structured Procrastination’ and ‘Focused Finishing’ we can make the most of our 86,400 seconds a day, ensuring we are constantly primed to make new discoveries, but just as importantly, ensuring we hit the all-important deadlines. Make the most of your time, you only get so much. Use every second productively and you’ll be thankful that you did. Don’t waste your time, once it’s gone, it’s gone… and you can never get it back. 2016 Christopher Murphy christophermurphy 2016-12-21T00:00:00+00:00 https://24ways.org/2016/stretching-time/ process
282 Front-end Style Guides We all know that feeling: some time after we launch a site, new designers and developers come in and make adjustments. They add styles that don’t fit with the content, use typefaces that make us cringe, or chuck in bloated code. But if we didn’t leave behind any documentation, we can’t really blame them for messing up our hard work. To counter this problem, graphic designers are often commissioned to produce style guides as part of a rebranding project. A style guide provides details such as how much white space should surround a logo, which typefaces and colours a brand uses, along with when and where it is appropriate to use them. Design guidelines Some design guidelines focus on visual branding and identity. The UK National Health Service (NHS) refer to theirs as “brand guidelines”. They help any designer create something such as a trustworthy leaflet for an NHS doctor’s surgery. Similarly, Transport for London’s “design standards” ensure the correct logos and typefaces are used in communications, and that they comply with the Disability Discrimination Act. Some guidelines go further, encompassing a whole experience, from the visual branding to the messaging, and the icon sets used. The BBC calls its guidelines a “Global Experience Language” or GEL. It’s essential for maintaining coherence across multiple sites under the same BBC brand. The BBC’s Global Experience Language. Design guidelines may be brief and loose to promote creativity, like Mozilla’s “brand toolkit”, or be precise and run to many pages to encourage greater conformity, such as Apple’s “Human Interface Guidelines”. Whatever name or form they’re given, documenting reusable styles is invaluable when maintaining a brand identity over time, particularly when more than one person (who may not be a designer) is producing material. Code standards documents We can make a similar argument for code. For example, in open source projects, where hundreds of developers are submitting code, it makes sense to set some standards. Drupal and Wordpress have written standards that make editing code less confusing for users, and more maintainable for contributors. Each community has nuances: Drupal requests that developers indent with two spaces, while Wordpress stipulates a tab. Whatever the rules, good code standards documents also explain why they make their recommendations. The front-end developer’s style guide Design style guides and code standards documents have been a successful way of ensuring brand and code consistency, but in between the code and the design examples, web-based style guides are emerging. These are maintained by front-end developers, and are more dynamic than visual design guidelines, documenting every component and its code on the site in one place. Here are a few examples I’ve seen in the wild: Natalie Downe’s pattern portfolio Natalie created the pattern portfolio system while working at Clearleft. The phrase describes a single HTML page containing all the site’s components and styles that can act as a deliverable. Pattern portfolio by Natalie Downe for St Paul’s School, kept up to date when new components are added. The entire page is about four times the length shown. Each different item within a pattern portfolio is a building block or module. The components are decoupled from the layout, and linearized so they can slot into anywhere on a page. The pattern portfolio expresses every component and layout structure in the smallest number of documents. It sets out how the markup and CSS should be, and is used to illustrate the project’s shared vocabulary. Natalie Downe By developing a system, rather than individual pages, the result is flexible when the client wants to add more pages later on. Paul Lloyd’s style guide Paul Lloyd has written an extremely comprehensive style guide for his site. Not only does it feature every plausible element, but it also explains in detail when it’s appropriate to use each one. Paul’s style guide is also great educational material for people learning to write code. Oli Studholme’s style guide Even though Oli’s style guide is specific to his site, he’s written it as though it’s for someone else. It’s exhaustive and gives justifications for all his decisions. In some places, he links to browser bug tickets and makes recommendations for cross-browser compatibility. Oli has released his style guide under a Creative Commons Attribution Share-alike license, and encourages others to create their own versions. Jeremy Keith’s pattern primer Front-end style guides may have comments written in the code, annotations that appear on the page, or they may list components alongside their code, like Jeremy’s pattern primer. You can watch or fork Jeremy’s pattern primer on Github. Linearizing components like this resembles a kind of mobile first approach to development, which Jeremy talks about on the 5by5 podcast: The Web Ahead 3. The benefits of maintaining a front-end style guide If you still need convincing that producing documentation like this for every project is worth the effort, here are a few nice side-effects to working this way: Easier to test A unified style guide makes it easier to spot where your design breaks. It’s simple to check how components adapt to different screen widths, test for browser bugs and develop print style sheets when everything is on the same page. When I worked with Natalie, she’d resize the browser window and bump the text size up and down during development to see if anything would break. Better workflow The approach also forces you to think how something works in relation to the whole site, rather than just a specific page, making it easier to add more pages later on. Starting development by creating a style guide makes a lot more sense than developing on a page-by-page basis. Shared vocabulary Natalie’s pattern portfolio in particular creates a shared vocabulary of names for components (teaser, global navigation, carousel…), so a team can refer to different regions of the site and have a shared understanding of its meaning. Useful reference A combined style guide also helps designers and writers to see the elements that will be incorporated in the site and, therefore, which need to be designed or populated. A boilerplate list of components for every project can act as a reminder of things that may get missed in the design, such as button states or error messages. Creating your front-end style guide As you’ve seen, there are plenty of variations on the web style guide. Which method is best depends on your project and workflow. Let’s say you want to show your content team how blockquotes and asides look, when it’s appropriate to use them, and how to create them within the CMS. In this case, a combination of Jeremy’s pattern primer and Paul’s descriptive style guide – with the styled component alongside a code snippet and a description of when to use it – may be ideal. Start work on your style guide as soon as you can, preferably during the design stage: Simply presenting flat image comps is by no means enough - it’s only the start… As layouts become more adaptable, flexible and context-specific, so individual components will become the focus of our design. It is therefore essential to get the foundational aspects of our designs right, and style guides allow us to do that. Paul Lloyd on Style guides for the Web Print out the designs and label the unique elements and components you’ll need to add to your style guide. Make a note of the purpose of each component. While you’re doing this, identify the main colours used for things like links, headings and buttons. I draw over the print-outs on to tracing paper so I can make more annotations. Here, I’ve started annotating the widths from the designer’s mockup so I can translate these into percentages. Start developing your style guide with base styles that target core elements: headings, links, tables, blockquotes, ordered lists, unordered lists and forms. For these elements, you could maintain a standard document to reuse for every project. Next, add the components that override the base styles, like search boxes, breadcrumbs, feedback messages and blog comments. Include interaction styles, such as hover, focus and visited state on links, and hover, focus and active states on buttons. Now start adding layout and begin slotting the components into place. You may want to present each layout as a separate document, or you could have them all on the same page stacked beneath one another. Document code practices Code can look messy when people use different conventions, so note down a standard approach alongside your style guide. For example, Paul Stanton has documented how he writes CSS. The gift wrapping Presenting this documentation to your client may be a little overwhelming so, to be really helpful, create a simple page that links together all your files and explains what each of them do. This is an example of a contents page that Clearleft produce for their clients. They’ve added date stamps, subversion revision numbers and written notes for each file. Encourage participation There’s always a risk that the person you’re writing the style guide for will ignore it completely, so make your documentation as user-friendly as possible. Justify why you do things a certain way to make it more approachable and encourage similar behaviour. As always, good communication helps. Working with the designer to put together this document will improve the site. It’s often not practical for designers to provide a style for everything, so drafting a web style guide and asking for feedback gives designers a chance to make sure any default styles fit in. If you work in a team with other developers, documenting your code and development decisions will not only be useful as a deliverable, but will also force you to think about why you do things a certain way. Future-friendly The roles of designer and developer are increasingly blurred, yet all too often we work in isolation. Working side-by-side with designers on web style guides can vastly improve the quality of our work, and the collaborative approach can spark discussions like “how would this work on a smaller screen?” Sometimes we can be so focused on getting the site ready and live, that we lose sight of what happens after it’s launched, and how it’s going to be maintained. A simple web style guide can make all the difference. If you make your own style guide, I’d love to add it to my stash of examples so please share a link to it in the comments. 2011 Anna Debenham annadebenham 2011-12-07T00:00:00+00:00 https://24ways.org/2011/front-end-style-guides/ process
185 Make Your Mockup in Markup We aren’t designing copies of web pages, we’re designing web pages. Andy Clarke, via Quotes on Design The old way I used to think the best place to design a website was in an image editor. I’d create a pixel-perfect PSD filled with generic content, send it off to the client, go through several rounds of revisions, and eventually create the markup. Does this process sound familiar? You’re not alone. In a very scientific and official survey I conducted, close to 90% of respondents said they design in Photoshop before the browser. That process is whack, yo! Recently, thanks in large part to the influence of design hero Dan Cederholm, I’ve come to the conclusion that a website’s design should begin where it’s going to live: in the browser. Die Photoshop, die Some of you may be wondering, “what’s so bad about using Photoshop for the bulk of my design?” Well, any seasoned designer will tell you that working in Photoshop is akin to working in a minefield: you never know when it’s going to blow up in your face. The application Adobe Photoshop CS4 has unexpectedly ruined your day. Photoshop’s propensity to crash at crucial moments is a running joke in the industry, as is its barely usable interface. And don’t even get me started on the hot, steaming pile of crap that is text rendering. Text rendered in Photoshop (left) versus Safari (right). Crashing and text rendering issues suck, but we’ve learned to live with them. The real issue with using Photoshop for mockups is the expectations you’re setting for a client. When you send the client a static image of the design, you’re not giving them the whole picture — they can’t see how a fluid grid would function, how the design will look in a variety of browsers, basic interactions like :hover effects, or JavaScript behaviors. For more on the disadvantages to showing clients designs as images rather than websites, check out Andy Clarke’s Time to stop showing clients static design visuals. A necessary evil? In the past we’ve put up with Photoshop because it was vital to achieving our beloved rounded corners, drop shadows, outer glows, and gradients. However, with the recent adaptation of CSS3 in major browsers, and the slow, joyous death of IE6, browsers can render mockups that are just as beautiful as those created in an image editor. With the power of RGBA, text-shadow, box-shadow, border-radius, transparent PNGs, and @font-face combined, you can create a prototype that radiates shiny awesomeness right in the browser. If you can see this epic article through to the end, I’ll show you step by step how to create a gorgeous mockup using mostly markup. Get started by getting naked Content precedes design. Design in the absence of content is not design, it’s decoration. Jeffrey Zeldman In the beginning, don’t even think about style. Instead, start with the foundation: the content. Lay the groundwork for your markup order, and ensure that your design will be useable with styles and images turned off. This is great for prioritizing the content, and puts you on the right path for accessibility and search engine optimization. Not a bad place to start, amirite? An example of unstyled content, in all its naked glory. View it large. Flush out the layout The next step is to structure the content in a usable way. With CSS, making basic layout changes is as easy as switching up a float, so experiment to see what structure suits the content best. The mockup with basic layout work done. Got your grids covered There are a variety of tools that allow you to layer a grid over your browser window. For Mac users I recommend using Slammer, and PC users can check out one of the bookmarklets that are available, such as 960 Gridder. The mockup with a grid applied using Slammer. Once you’ve found a layout that works well for the content, pass it along to the client for review. This keeps them involved in the design process, and gives them an idea of how the site will be structured when it’s live. Start your styling Now for the fun part: begin applying the presentation layer. Let usability considerations drive your decisions about color and typography; use highlighted colors and contrasting typefaces on elements you wish to emphasize. RGBA? More like RGByay! Introducing color is easy with RGBA. I like to start with the page’s main color, then use white at varying opacities to empasize content sections. In the example mockup the body background is set to rgba(203,111,21), the content containers are set to rgba(255,255,255,0.7), and a few elements are highlighted with rgba(255,255,255,0.1) If you’re not sure how RGBA works, check out Drew McLellan’s super helpful 24ways article. Laying down type Just like with color, you can use typography to evoke a feeling and direct a user’s attention. Have contrasting typefaces (like serif headlines and sans-serif body text) to group the content into meaningful sections. In a recent A List Apart article, the Master of Web Typography™ Jason Santa Maria offers excellent advice on how to choose your typefaces: Write down a general description of the qualities of the message you are trying to convey, and then look for typefaces that embody those qualities. Sounds pretty straightforward. I wanted to give my design a classic feel with a hint of nostalgia, so I used Georgia for the headlines, and incorporated the ornate ampersand from Baskerville into the header. A closeup on the site’s header. Let’s get sexy The design doesn’t look too bad as it is, but it’s still pretty flat. We can do better, and after mixing in some CSS3 and a couple of PNGs, it’s going to get downright steamy in here. Give it some glow Objects in the natural world reflect light, so to make your design feel tangible and organic, give it some glow. In the example design I achieved this by creating two white to transparent gradients of varying opacities. Both have a solid white border across their top, which gives edges a double border effect and makes them look sharper. Using CSS3’s text-shadow on headlines and box-shadow on content modules is another quick way to add depth. A wide and closeup view of the design with gradients, text-shadow and box-shadow added. For information on how to implement text-shadow and box-shadow using RGBA, check out the article I wrote on it last week. 37 pieces of flair Okay, maybe you don’t need that much flair, but it couldn’t hurt to add a little; it’s the details that will set your design apart. Work in imagery and texture, using PNGs with an alpha channel so you can layer images and still tweak the color later on. The design with grungy textures, a noisy diagonal stripe pattern, and some old transportation images layered behind the text. Because the colors are rendered using RGBA, these images bleed through the content, giving the design a layered feel. Best viewed large. Send it off Hey, look at that. You’ve got a detailed, well structured mockup for the client to review. Best of all, your markup is complete too. If the client approves the design at this stage, your template is practically finished. Bust out the party hats! Not so fast, Buster! So I don’t know about you, but I’ve never gotten a design past the client’s keen eye for criticism on the first go. Let’s review some hypothetical feedback (none of which is too outlandish, in my experience), and see how we’d make the requested changes in the browser. Updating the typography My ex-girlfriend loved Georgia, so I never want to see it again. Can we get rid of it? I want to use a font that’s chunky and loud, just like my stupid ex-girlfriend. Fakey McClient Yikes! Thankfully with CSS, removing Georgia is as easy as running a find and replace on the stylesheet. In my revised mockup, I used @font-face and League Gothic on the headlines to give the typography the, um, unique feel the client is looking for. The same mockup, using @font-face on the headlines. If you’re unfamiliar with implementing @font-face, check out Nice Web Type‘s helpful article. Adding rounded corners I’m not sure if I’ll like it, but I want to see what it’d look like with rounded corners. My cousin, a Web 2.0 marketing guru, says they’re trendy right now. Fakey McClient Switching to rounded corners is a nightmare if you’re doing your mockup in Photoshop, since it means recreating most of the shapes and UI elements in the design. Thankfully, with CSS border-radius comes to our rescue! By applying this gem of a style to a handful of classes, you’ll be rounded out in no time. The mockup with rounded corners, created using border-radius. If you’re not sure how to implement border-radius, check out CSS3.info‘s quick how-to. Making changes to the color The design is too dark, it’s depressing! They call it ‘the blues’ for a reason, dummy. Can you try using a brighter color? I want orange, like Zeldman uses. Fakey McClient Making color changes is another groan-inducing task when working in Photoshop. Finding and updating every background layer, every drop shadow, and every link can take forever in a complex PSD. However, if you’ve done your mockup in markup with RGBA and semi-transparent PNGs, making changes to your color is as easy as updating the body background and a few font colors. The mockup with an orange color scheme. Best viewed large. Ahem, what about Internet Explorer? Gee, thanks for reminding me, buzzkill. Several of the CSS features I’ve suggested you use, such as RGBA, text-shadow and box-shadow, and border-radius, are not supported in Internet Explorer. I know, it makes me sad too. However, this doesn’t mean you can’t try these techniques out in your markup based mockups. The point here is to get your mockups done as efficiently as possible, and to keep the emphasis on markup from the very beginning. Once the design is approved, you and the client have to decide if you can live with the design looking different in different browsers. Is it so bad if some users get to see drop shadows and some don’t? Or if the rounded corners are missing for a portion of your audience? The design won’t be broken for IE people, they’re just missing out on a few visual treats that other users will see. The idea of rewarding users who choose modern browsers is not a new concept; Dan covers it thoroughly in Handcrafted CSS, and it’s been written about in the past by Aaron Gustafson and Andy Clarke on several occasions. I believe we shouldn’t have to design for the lowest common denominator (cough, IE6 users, cough); instead we should create designs that are beautiful in modern browsers, but still degrade nicely for the other guy. However, some clients just aren’t that progressive, and in that case you can always use background images for drop shadows and rounded corners, as you have in the past. Closing thoughts With the advent of CSS3, browsers are just as capable of giving us beautiful, detailed mockups as Photoshop, and in half the time. I’m not the only one to make an argument for this revised process; in his article Time to stop showing clients static design visuals, and in his presentation Walls Come Tumbling Down, Andy Clarke makes a fantastic case for creating your mockups in markup. So I guess my challenge to you for 2010 is to get out of Photoshop and into the code. Even if the arguments for designing in the browser aren’t enough to make you change your process permanently, it’s worthwhile to give it a try. Look at the New Year as a time to experiment; applying constraints and evaluating old processes can do wonders for improving your efficiency and creativity. 2009 Meagan Fisher meaganfisher 2009-12-24T00:00:00+00:00 https://24ways.org/2009/make-your-mockup-in-markup/ process
154 Diagnostic Styling We’re all used to using CSS to make our designs live and breathe, but there’s another way to use CSS: to find out where our markup might be choking on missing accessibility features, targetless links, and just plain missing content. Note: the techniques discussed here mostly work in Firefox, Safari, and Opera, but not Internet Explorer. I’ll explain why that’s not really a problem near the end of the article — and no, the reason is not “everyone should just ignore IE anyway”. Basic Diagnostics To pick a simple example, suppose you want to call out all holdover font and center elements in a site. Simple: you just add the following to your styles. font, center {outline: 5px solid red;} You could take it further and add in a nice lime background or some such, but big thick red outlines should suffice. Now you’ll be able to see the offenders wherever as you move through the site. (Of course, if you do this on your public server, everyone else will see the outlines too. So this is probably best done on a development server or local copy of the site.) Not everyone may be familiar with outlines, which were introduced in CSS2, so a word on those before we move on. Outlines are much like borders, except outlines don’t affect layout. Eh? Here’s a comparison. On the left, you have a border. On the right, an outline. The border takes up layout space, pushing other content around and generally being a nuisance. The outline, on the other hand, just draws into quietly into place. In most current browsers, it will overdraw any content already onscreen, and will be overdrawn by any content placed later — which is why it overlaps the images above it, and is overlapped by those below it. Okay, so we can outline deprecated elements like font and center. Is that all? Oh no. Attribution Let’s suppose you also want to find any instances of inline style — that is, use of the style attribute on elements in the markup. This is generally discouraged (outside of HTML e-mails, which I’m not going to get anywhere near), as it’s just another side of the same coin of using font: baking the presentation into the document structure instead of putting it somewhere more manageable. So: *[style], font, center {outline: 5px solid red;} Adding that attribute selector to the rule’s grouped selector means that we’ll now be outlining any element with a style attribute. There’s a lot more that attribute selectors will let use diagnose. For example, we can highlight any images that have empty alt or title text. img[alt=""] {border: 3px dotted red;} img[title=""] {outline: 3px dotted fuchsia;} Now, you may wonder why one of these rules calls for a border, and the other for an outline. That’s because I want them to “add together” — that is, if I have an image which possesses both alt and title, and the values of both are empty, then I want it to be doubly marked. See how the middle image there has both red and fuchsia dots running around it? (And am I the only one who sorely misses the actual circular dots drawn by IE5/Mac?) That’s due to its markup, which we can see here in a fragment showing the whole table row. <tr> <th scope="row">empty title</th> <td><img src="comic.gif" title="" /></td> <td><img src="comic.gif" title="" alt="" /></td> <td><img src="comic.gif" title="" alt="comical" /></td> </tr> Right, that’s all well and good, but it misses a rather more serious situation: the selector img[alt=""] won’t match an img element that doesn’t even have an alt attribute. How to tackle this problem? Not a Problem Well, if you want to select something based on a negative, you need a negative selector. img:not([alt]) {border: 5px solid red;} This is really quite a break from the rest of CSS selection, which is all positive: “select anything that has these characteristics”. With :not(), we have the ability to say (in supporting browsers) “select anything that hasn’t these characteristics”. In the above example, only img elements that do not have an alt attribute will be selected. So we expand our list of image-related rules to read: img[alt=""] {border: 3px dotted red;} img[title=""] {outline: 3px dotted fuchsia;} img:not([alt]) {border: 5px solid red;} img:not([title]) {outline: 5px solid fuchsia;} With the following results: We could expand this general idea to pick up tables who lack a summary, or have an empty summary attribute. table[summary=""] {outline: 3px dotted red;} table:not([summary]) {outline: 5px solid red;} When it comes to selecting header cells that lack the proper scope, however, we have a trickier situation. Finding headers with no scope attribute is easy enough, but what about those that have a scope attribute with an incorrect value? In this case, we actually need to pull an on-off maneuver. This has us setting all th elements to have a highlight style, and then turn it off for the elements that meet our criteria. th {border: 2px solid red;} th[scope="col"], th[scope="row"] {border: none;} This was necessary because of the way CSS selectors work. For example, consider this: th:not([scope="col"]), th:not([scope="row"]) {border: 2px solid red;} That would select…all th elements, regardless of their attrributes. That’s because every th element doesn’t have a scope of col, doesn’t have a scope of row, or doesn’t have either. There’s no escaping this selector o’ doom! This limitation arises because :not() is limited to containing a single “thing” within its parentheses. You can’t, for example, say “select all elements except those that are images which descend from list items”. Reportedly, this limitation was imposed to make browser implementation of :not() easier. Still, we can make good use of :not() in the service of further diagnosing. Calling out links in trouble is a breeze: a[href]:not([title]) {border: 5px solid red;} a[title=""] {outline: 3px dotted red;} a[href="#"] {background: lime;} a[href=""] {background: fuchsia;} Here we have a set that will call our attention to links missing title information, as well as links that have no valid target, whether through a missing URL or a JavaScript-driven page where there are no link fallbacks in the case of missing or disabled JavaScript (href="#"). And What About IE? As I said at the beginning, much of what I covered here doesn’t work in Internet Explorer, most particularly :not() and outline. (Oh, so basically everything? -Ed.) I can’t do much about the latter. For the former, however, it’s possible to hack your way around the problem by doing some layered on-off stuff. For example, for images, you replace the previously-shown rules with the following: img {border: 5px solid red;} img[alt][title] {border-width: 0;} img[alt] {border-color: fuchsia;} img[alt], img[title] {border-style: double;} img[alt=""][title], img[alt][title=""] {border-width: 3px;} img[alt=""][title=""] {border-style: dotted;} It won’t have exactly the same set of effects, given the inability to use both borders and outlines, but will still highlight troublesome images. It’s also the case that IE6 and earlier lack support for even attribute selectors, whereas IE7 added pretty much all the attribute selector types there are, so the previous code block won’t have any effect previous to IE7. In a broader sense, though, these kinds of styles probably aren’t going to be used in the wild, as it were. Diagnostic styles are something only you see as you work on a site, so you can make sure to use a browser that supports outlines and :not() when you’re diagnosing. The fact that IE users won’t see these styles is irrelevant since users of any browser probably won’t be seeing these styles. Personally, I always develop in Firefox anyway, thanks to its ability to become a full-featured IDE through the addition of extensions like Firebug and the Web Developer Toolbar. Yeah, About That… It’s true that much of what I describe in this article is available in the WDT. I feel there are two advantages to writing your own set of diagnostic styles. When you write your own styles, you can define exactly what the visual results will be, and how they will interact. The WDT doesn’t let you make its outlines thicker or change their colors. You can combine a bunch of diagnostics into a single set of rules and add it to your site’s style sheet during the diagnostic portion, thus ensuring they persist as you surf around. This can be done in the WDT, but it isn’t as easy (and, at least for me, not as reliable). It’s also true that a markup validator will catch many of the errors I mentioned, such as missing alt and summary attributes. For some, that’s sufficient. But it won’t catch everything diagnostic styles can, like empty alt values or untargeted links, which are perfectly valid, syntactically speaking. Diagnosis Complete? I hope this has been a fun look at the concept of diagnostic styling as well as a quick introduction into possibly new concepts like :not() and outlines. This isn’t all there is to say, of course: there is plenty more that could be added to a diagnostic style sheet. And everyone’s diagnostics will be different, tuned to meet each person’s unique situation. Mostly, though, I hope this small exploration triggers some creative thinking about the use of CSS to do more than just lay out pages and colorize text. Given the familiarity we acquire with CSS, it only makes sense to use it wherever it might be useful, and setting up visible diagnostic flags is just one more place for it to help us. 2007 Eric Meyer ericmeyer 2007-12-20T00:00:00+00:00 https://24ways.org/2007/diagnostic-styling/ process
120 Easier Page States for Wireframes When designing wireframes for web sites and web apps, it is often overlooked that the same ‘page’ can look wildly different depending on its context. A logged-in page will look different from a logged-out page; an administrator’s view may have different buttons than a regular user’s view; a power user’s profile will be more extensive than a new user’s. These different page states need designing at some point, especially if the wireframes are to form a useful communication medium between designer and developer. Documenting the different permutations can be a time consuming exercise involving either multiple pages in one’s preferred box-and-arrow software, or a fully fledged drawing containing all the possible combinations annotated accordingly. Enter interactive wireframes and Polypage Interactive wireframes built in HTML are a great design and communication tool. They provide a clickable prototype, running in the browser as would the final site. As such they give a great feel for how the site will be to use. Once you add in the possibilities of JavaScript and a library such as jQuery, they become even more flexible and powerful. Polypage is a jQuery plugin which makes it really easy to design multiple page states in HTML wireframes. There’s no JavaScript knowledge required (other than cutting and pasting in a few lines). The page views are created by simply writing all the alternatives into your HTML page and adding special class names to apply state and conditional view logic to the various options. When the page is loaded Polypage automatically detects the page states defined by the class names and creates a control bar enabling the user to toggle page states with the click of a mouse or the clack of a keyboard. Using cookies by way of the jQuery cookie plugin, Polypage retains the view state throughout your prototype. This means you could navigate through your wireframes as if you were logged out; as if you were logged in as an administrator; with notes on or off; or with any other view or state you might require. The possibilities are entirely up to you. How does it work? Firstly you need to link to jQuery, the jQuery cookie plugin and to Polypage. Something like this: <script src="javascripts/jquery-1.2.6.min.js" type="text/javascript"></script> <script src="javascripts/cookie.jquery.js" type="text/javascript"></script> <script src="javascripts/polypage.jquery.js" type="text/javascript"></script> Then you need to initialise Polypage on page load using something along these lines: <script type="text/javascript"> $(document).ready(function() { $.polypage.init(); }); </script> Next you need to define the areas of your wireframe which are particular to a given state or view. Do this by applying classes beginning with pp_. Polypage will ignore all other classes in the document. The pp_ prefix should be followed by a state name. This can be any text string you like, bearing in mind it will appear in the control bar. Typical page states might include ‘logged_in’, ‘administrator’ or ‘group_owner’. A complete class name would therefore look something like pp_logged_in. Examples If a user is logged in, you might want to specify an option for him or her to sign out. Using Polypage, this could be put in the wireframe as follows: <a href="logout" class="pp_logged_in"> Sign out </a> Polypage will identify the pp_logged_in class on the link and hide it (as the ‘Sign out’ link should only be shown when the page is in the ‘logged in’ view). Polypage will then automatically write a ‘logged in’ toggle to the control bar, enabling you to show or hide the ‘Sign out’ link by toggling the ‘logged in’ view. The same will apply to all content marked with a pp_logged_in class. States can also be negated by adding a not keyword to the class name. For example you might want to provide a log in link for users who are not signed in. Using Polypage, you would insert the not keyword after the pp prefix as follows: <a href="login" class="pp_not_logged_in"> Login </a> Again Polypage identifies the pp prefix but this time sees that the ‘Login’ link should not be shown when the ‘logged in’ state is selected. States can also be joined together to add some basic logic to pages. The syntax follows natural language and uses the or and and keywords in addition to the afore-mentioned not. Some examples would be pp_logged_in_and_admin, pp_admin_or_group_owner and pp_logged_in_and_not_admin. Finally, you can set default states for a page by passing an array to the polypage.init() function like this: $.polypage.init(['logged_in', 'admin']); You can see a fully fledged example in this fictional social network group page. The example page defaults to a logged in state. You can see the logged out state by toggling ‘logged in’ off in the Polypage control bar. There are also views specified for a group member, a group admin, a new group and notes. Where can I get hold of it? You can download the current version from GitHub. Polypage was originally developed by Clearleft and New Bamboo, with particular contributions from Andy Kent and Natalie Downe. It has been used in numerous real projects, but it is still an early release so there is bound to be room for improvement. We’re pleased to say that Polypage is now an open source project so any feedback, particularly by way of actual improvements, is extremely welcome. 2008 Richard Rutter richardrutter 2008-12-11T00:00:00+00:00 https://24ways.org/2008/easier-page-states-for-wireframes/ process
122 A Message To You, Rudy - CSS Production Notes When more than one designer or developer work together on coding an XHTML/CSS template, there are several ways to make collaboration effective. Some prefer to comment their code, leaving a trail of bread-crumbs for their co-workers to follow. Others use accompanying files that contain their working notes or communicate via Basecamp. For this year’s 24ways I wanted to share a technique that I has been effective at Stuff and Nonsense; one that unfortunately did not make it into the final draft of Transcending CSS. This technique, CSS production notes, places your page production notes in one convenient place within an XHTML document and uses nothing more than meaningful markup and CSS. Let’s start with the basics; a conversation between a group of people. In the absence of notes or conversation elements in XHTML you need to make an XHTML compound that will effectively add meaning to the conversation between designers and developers. As each person speaks, you have two elements right there to describe what has been said and who has spoken: <blockquote> and its cite attribute. <blockquote cite="andy"> <p>This project will use XHTML1.0 Strict, CSS2.1 and all that malarkey.</p> </blockquote> With more than one person speaking, you need to establish a temporal order for the conversation. Once again, the element to do just that is already there in XHTML; the humble ordered list. <ol id="notes"> <li> <blockquote cite="andy"> <p>This project will use XHTML1.0 Strict, CSS2.1 and all that malarkey.</p> </blockquote> </li> <li> <blockquote cite="dan"> <p>Those bits are simple and bulletproof.</p> </blockquote> </li> </ol> Adding a new note is as simple as adding a new item to list, and if you prefer to add more information to each note, such as the date or time that the note was written, go right ahead. Place your note list at the bottom of the source order of your document, right before the closing <body> tag. One advantage of this approach over using conventional comments in your code is that all the notes are unobtrusive and are grouped together in one place, rather than being spread throughout your document. Basic CSS styling For the first stage you are going to add some basic styling to the notes area, starting with the ordered list. For this design I am basing the look and feel on an instant messenger window. ol#notes { width : 300px; height : 320px; padding : .5em 0; background : url(im.png) repeat; border : 1px solid #333; border-bottom-width : 2px; -moz-border-radius : 6px; /* Will not validate */ color : #000; overflow : auto; } ol#notes li { margin : .5em; padding : 10px 0 5px; background-color : #fff; border : 1px solid #666; -moz-border-radius : 6px; /* Will not validate */ } ol#notes blockquote { margin : 0; padding : 0; } ol#notes p { margin : 0 20px .75em; padding : 0; } ol#notes p.date { font-size : 92%; color : #666; text-transform : uppercase; } Take a gander at the first example. You could stop right there, but without seeing who has left the note, there is little context. So next, extract the name of the commenter from the <blockquote>’s cite attribute and display it before each note by using generated content. ol#notes blockquote:before { content : " "attr(cite)" said: "; margin-left : 20px; font-weight : bold; } Fun with more detailed styling Now, with all of the information and basic styling in place, it’s time to have some fun with some more detailed styling to spruce up your notes. Let’s start by adding an icon for each person, once again based on their cite. First, all of the first paragraphs of a <blockquote>’s that includes a cite attribute are given common styles. ol#notes blockquote[cite] p:first-child { min-height : 34px; padding-left : 40px; } Followed by an individual background-image. ol#notes blockquote[cite="Andy"] p:first-child { background : url(malarkey.png) no-repeat 5px 5px; } If you prefer a little more interactivity, add a :hover state to each <blockquote> and perhaps highlight the most recent comment. ol#notes blockquote:hover { background-color : #faf8eb; border-top : 1px solid #fff; border-bottom : 1px solid #333; } ol#notes li:last-child blockquote { background-color : #f1efe2; } You could also adjust the style for each comment based on the department that the person works in, for example: <li> <blockquote cite="andy" class="designer"> <p>This project will use XHTML1.0 Strict, CSS2.1 and all that malarkey.</p> </blockquote> </li> <li> <blockquote cite="dan"> <p>Those bits are simple and bulletproof.</p> </blockquote> </li> ol#notes blockquote.designer { border-color : #600; } Take a look at the results of the second stage. Show and hide the notes using CSS positioning With your notes now dressed in their finest, it is time to tuck them away above the top of your working XHTML/CSS prototype so that you can reveal them when you need them, no JavaScript required. Start by moving the ordered list of notes off the top of the viewport leaving only a few pixels in view. It is also a good idea to make them semi-transparent by using the opacity property for browsers that have implemented it. ol#notes { position : absolute; opacity : .25; z-index : 2000; top : -305px; left : 20px; } Your last step is to add :hover and :focus dynamic pseudo-classes to reposition the list at the top of the viewport and restore full opacity to display them in their full glory when needed. ol#notes:hover, ol#notes:focus { top : 0; opacity : 1; } Now it’s time to sit back, pour yourself a long drink and bask in the glory of the final result. Your notes are all stored in one handy place at the bottom of your document rather than being spread around your code. When your templates are complete, simply dive straight to the bottom and pull out the notes. A Message To You, Rudy Thank-you to everybody for making this a really great year for web standards. Have a wonderful holiday season. Buy Andy Clarke’s book Transcending CSS from Amazon.com 2006 Andy Clarke andyclarke 2006-12-15T00:00:00+00:00 https://24ways.org/2006/css-production-notes/ process
190 Self-Testing Pages with JavaScript Working at an agency I am involved more and more on projects in which client side code is developed internally then sent out to a separate team for implementation. You provide static HTML, CSS and JavaScript which then get placed into the CMS and brought to life as an actual website. As you can imagine this can sometimes lead to frustrations. However many safeguards you include, handing over your code to someone else is always a difficult thing to do effectively. In this article I will show you how you can create a JavaScript implementation checker and that will give you more time for drink based activity as your web site and apps are launched quicker and with less unwanted drama! An all too frequent occurrence You’ve been working on a project for weeks, fixed all your bugs and send it to be implemented. You hear nothing and assume all is going well then a few days before it’s meant to launch you get an email from the implementation team informing you of bugs in your code that you need to urgently fix. The 24ways website with a misspelt ID for the years menu Being paranoid you trawl through the preview URL, check they have the latest files, check your code for errors then notice that a required HTML attribute has been omitted from the build and therefore CSS or JavaScript you’ve hooked onto that particular attribute isn’t being applied and that’s what is causing the “bug”. It takes you seconds drafting an email informing them of this, it takes then seconds putting the required attribute in and low and behold the bug is fixed, everyone is happy but you’ve lost a good few hours of your life – this time could have been better spent in the pub. I’m going to show you a way that these kind of errors can be alerted immediately during implementation of your code and ensure that when you are contacted you know that there actually is a bug to fix. You probably already know the things that could be omitted from a build and look like bugs so you’ll soon be creating tests to look for these and alert when they are not found on the rendered page. The error is reported directly to those who need to know about it and fix it. Less errant bug reports and less frantic emails ahoy! A page with an implementation issue and instant feedback on the problem JavaScript selector engines to the rescue Whether you’re using a library or indeed tapping into the loveliness of the new JavaScript Selector APIs looking for particular HTML elements in JavaScript is fairly trivial now. For instance this is how you look for a div element with the id attribute of year (the missing attribute from top image) using jQuery (the library I’ll be coding my examples in): if ($(‘div#year’).length) { alert(‘win’); } Using this logic you can probably imagine how you can write up a quick method to check for the existence of a particular element and alert when it’s not present — but assuming you have a complex page you’re going to be repeating yourself a fair bit and we don’t want to be doing that. Test scripts If you’ve got a lot of complex HTML patterns that need testing across a number of different pages it makes sense to keep your tests out of production code. Chances are you’ve already got a load of heavy JavaScript assets, and when it comes to file size saving every little helps. I don’t think that tests should contain code inside of them so keep mine externally as JSON. This also means that you can use the one set of tests in multiple places. We already know that it’s a good idea to keep our CSS and JavaScript separate so lets continue along those lines here. The test script for this example looks like this: { "title": "JS tabs implementation test", "description": "Check that the correct HTML patterns has been used", "author": "Ross Bruniges", "created": "20th July 2009", "tests": [ { "name": "JS tabs elements", "description": "Checking that correct HTML elements including class/IDs are used on the page for the JS to progressively enhance", "selector": "div.tabbed_content", "message": "We couldn't find VAR on the page - it's required for our JavaScript to function correctly", "check_for": { "contains": { "elements": [ "div.tab_content", "h2" ], "message": "We've noticed some missing HTML:</p><ul><li>VAR</li></ul><p>please refer to the examples sent for reference" } } } ] } The first four lines are just a little bit of meta data so we remember what this test was all about when we look at it again in the future, or indeed if it ever breaks. The tests are the really cool parts and firstly you’ll notice that it’s an array – we’re only going to show one example test here but there is no reason why you can’t place in as many as you want. I’ll explain what each of the lines in the example test means: name – short test name, I use this in pass/fail messaging later description – meta data for future reference selector – the root HTML element from which your HTML will be searched message – what the app will alert if the initial selector isn’t found check_for – a wrapper to hold inner tests – those run if the initial selector does match contains – the type of check, we’re checking that the selector contains specified elements elements – the HTML elements we are searching for message – a message for when these don’t match (VAR is substituted when it’s appended to the page with the name of any elements that don’t exist) It’s very important to pass the function valid JSON (JSONLint is a great tool for this) otherwise you might get a console showing no tests have even been run. The JavaScript that makes this helpful Again, this code should never hit a production server so I’ve kept it external. This also means that the only thing that’s needed to be done by the implementation team when they are ready to build is that they delete this code. <script src="sleuth.js" type="text/javascript"></script> <script type="text/javascript"> $(document).ready(function() { sleuth.test_page.init(‘js_tabs_test.js'); }); </script> “View the full JavaScript:/examples/self-testing-pages-with-javascript/js/tests/test_suite.js The init function appends the test console to the page and inserts the CSS file required to style it (you don’t need to use pictures of me when tests pass and fail though I see no reason why you shouldn’t), goes and grabs the JSON file referenced and parses it. The methods to pass (tests_pass) and fail (haz_fail) the test I hope are pretty self-explanatory as is the one which creates the test summary once everything has been run (create_summary). The two interesting functions are init_tests and confirm_html. init_tests init_tests:function(i,obj) { var $master_elm = $(obj.selector); sleuth.test_page.$logger.append("<div id='test_" + i + "' class='message'><p><em>" + obj.name + "</em></p></div>"); var $container = $('#test_' + i); if (!$master_elm.length) { var err_sum = obj.message.replace(/VAR/gi, obj.selector); sleuth.test_page.haz_failed(err_sum, $container); return; } if (obj.check_for) { $.each(obj.check_for,function(key, value){ sleuth.test_page.assign_checks($master_elm, $container, key, value); }); } else { sleuth.test_page.tests_passed($container); return; } } The function gets sent the number of the current iteration (used to create a unique id for its test summary) and the current object that contains the data we’re testing against as parameters. We grab a reference to the root element and this is used (pretty much in the example shown right at the start of this article) and its length is checked. If the length is positive we know we can continue to the inner tests (if they exist) but if not we fail the test and don’t go any further. We append the error to the test console for everyone to see. If we pass the initial check we send the reference to the root element, message contains and the inner object to a function that in this example sends us on to confirm_html (if we had a more complex test suite it would do a lot more). confirm_html confirm_html:function(target_selector, error_elm, obj) { var missing_elms = []; $.each(obj.elements, function(i, val) { if (!target_selector.find(val).length) { missing_elms.push(val); } }); if (missing_elms.length) { var file_list = missing_elms.join('</li><li>'); var err_sum = obj.message.replace(/VAR/gi, file_list); sleuth.test_page.haz_failed(err_sum, error_elm); return; } sleuth.test_page.tests_passed(error_elm); return; } We’re again using an array to check for a passed or failed test and checking its length but this time we push in a reference to each missing element we find. If the test does fail we’re providing even more useful feedback by informing what elements have been missed out. All the implementation team need do is look for them in the files we’ve sent and include them as expected. No more silly implementation bugs! Here is an example of a successful implementation. Here are some examples of failed implementations – one which fails at finding the root node and one that has the correct root node but none of the inner HTML tests pass. Is this all we can check for? Certainly not! JavaScript provides pretty easy ways to check for attributes, included files (if the files being checked for are being referenced correctly and not 404ing) and even applied CSS. Want to check that those ARIA attributes are being implemented correctly or that all images contain an alt attribute well this simple test suite can be extended to include tests for this – the sky is pretty much up to your imagination. 2009 Ross Bruniges rossbruniges 2009-12-12T00:00:00+00:00 https://24ways.org/2009/self-testing-pages-with-javascript/ process
230 The Articulate Web Designer of Tomorrow You could say that we design to communicate, and that we seek emotive responses. It sounds straightforward, and it can be, but leaving it to chance isn’t wise. Many wander into web design without formal training, and whilst that certainly isn’t essential, we owe it to ourselves to draw on wider influences, learn from the past, and think smarter. What knowledge can we ourselves explore in order to become better designers? In addition, how can we take this knowledge, investigate it through our unique discipline, and in turn speak more eloquently about what we do on the web? Below, I outline a number of things that I personally believe all designers should be using and exploring collectively. Taking stock Where we’re at is good. Finding clarity through web standards, we’ve ended up quite modernist in our approach, pursuing function, elegance and reduction. However, we’re not great at articulating our own design processes and principles to outsiders. Equally, we rely heavily on our instincts when deciding if something is or isn’t good. That’s fine, but we can better understand why things are the way they are by looking a little deeper, thereby helping us articulate what goes on in our design brains to our peers, our clients and to normal humans. As designers we use ideas, concepts, text and images. We apply our ideas and experience, imposing order and structure to content, hoping to ease the communication of an idea to the largest possible audience or to a specific audience. We consciously manipulate most of what is available to us, but not all. There is something else we can use. I often think that brilliant work demands a keen understanding of the magical visual language that informs design. Embracing an established visual language This is a language whose alphabet is shapes, structures, colours, lines and rhythms. When effective, it is somewhat invisible, subliminally enforcing messages and evoking meaning, using methods solidly rooted in a grammar perceptible in virtually all extraordinary creative work. The syntax for art, architecture, film, and furniture, industrial and graphic design (think Bauhaus and the Swiss style perhaps), this language urges us to become fluent if we aim for a more powerful dialogue with our audience. Figure 1: Structures (clockwise from top-left): Informal; Formal; Active; Visible. The greatest creative minds our world has produced could understand some or all of this language. Line and point, form and shape. Abstract objects. Formal and informal structures. Visual distribution. Balance, composition and the multitudinous approaches to symmetry. Patterns and texture. Movement and paths. Repetition, rhythm and frequency. Colour theory. Whitespace and the pause. The list goes on. The genius we perceive in our creative heroes is often a composite of experience, trial and error, conviction, intuition – even accident – but rarely does great work arise without an initial understanding of the nuts and bolts that help communicate an idea or emotion. Our world of interactivity As web designers, our connection with this language is most evident in graphic design. With more technological ease and power comes the responsibility to understand, wisely use, and be able to justify many of our decisions. We have moved beyond the scope of print into a world of interactivity, but we shouldn’t let go of any established principles without good reason. Figure 2: Understanding movement of objects in any direction along a defined path. For example, immersion in this visual language can improve our implementation of CSS3 and JavaScript behaviour. With CSS3, we’ve seen a resurgence in CSS experimentation, some of which has been wonderful, but much of it has appeared clumsy. In the race to make something spin, twist, flip or fly from one corner to another, the designer sometimes fails to think about the true movement they seek to emulate. What forces are supposedly affecting this movement? What is the expected path of this transition and is it being respected? Stopping to think about what is really supposed to be happening on the page compels us to use complex animations, diagrams and rotations more carefully. It helps us to better understand paths and movement. Figure 3: Repetition can occur through variations in colour, shape, direction, and so on. It can only be of greater benefit to be mindful of symmetries, depth, affordance, juxtaposition, balance, economy and reduction. A deeper understanding of basic structures can help us to say more with sketches, wireframes, layouts and composition. We’ve all experimented with grids and rhythm but, to truly benefit from these long-established principles, we are duty-bound to understand their possibilities more than we will by simply leveraging a free framework or borrowing some CSS. Design is not a science, but… Threading through all of this is what we have learned from science, and what it teaches us of the human brain. This visual language matters because technology changes but, for the most part, people don’t. For centuries, we humans have received and interpreted information in much the same way. Understanding more of how we perceive meaning can help designers make smarter decisions, and call on visual language to underpin these decisions. It is our responsibility as designers to be aware of mental models, mapping, semiotics, sensory experience and human emotion. Design itself is not a science, but the appropriate use of visual language and scientific understanding exposes the line between effective and awkward, between communicative and mute. By strengthening our mental and analytical approach to what is often done arbitrarily or “because it feels right”, we simply become better designers. A visual language for the web So, I’ve outlined numerous starting points and areas worthy of deeper investigation, and hopefully you’re eager to do some research. However, I’ve mostly discussed established ideas and principles that we as web designers can learn from. It’s my belief that our community has a shared responsibility to expand this visual language as it applies to the ebb and flow of the web. Indulge me as I conclude with a related tangent. In defining a visual language specifically for the web, we must continue to mature. The old powerfully influences the new, but we must intelligently expand the visual language of masterful work and articulate what is uniquely ours. For example, phrases like Ethan Marcotte’s Responsive Web Design aren’t merely elegant, they describe a new way of thinking and working, of communicating about designs and interaction patterns. These phrases broaden our vocabulary and are immediately adopted by designers worldwide, in both conversation and execution. Our legacy Our new definitions should flex and not be tied to specific devices or methods which fade away or morph with time. Our legacy is perhaps more about robust and flexible patterns and systems than it is about specific devices or programming languages. Figure 4: As web designers, we should think about systems, not pages. The established principles we adopt and whatever new ways of thinking we define should slip neatly into a wider philosophy about our approach to web design. We’re called, as a community, to define what is distinctive about the visual language of the web, create this vocabulary, this dialect that resonates with us and moves us forward as we tackle each day’s work. Let’s give it some thought. Further reading This is my immediate “go-to” list of books that I bullishly believe all web designers should own, but there is so much more out there to read. Sadly, many great texts relating to this stuff are often out of print. Feel free to share your recommendations. Don Norman, The Design of Everyday Things Christian Leborg, Visual Grammar Scott McCloud, Understanding Comics David Crow, Visible Signs William Lidwell and Katrina Holden, Universal Principles of Design 2010 Simon Collison simoncollison 2010-12-16T00:00:00+00:00 https://24ways.org/2010/the-articulate-web-designer-of-tomorrow/ process
200 Care and Feeding of Burnout You’ve been doing too much for too long. And it’s broken you. You’re burned out. You’re done. Illustration by Kate Holden Occupational burnout is a long-documented effect of stretching yourself further than the limits of your mental and physical health can carry you. And when it finally catches up with you, it can feel like the end of the world. But things can get better. With focused self care, reworking your priorities and lots of time, you can slog through burnout. What is burnout? The Tl;dr linkdump tour In this article, we’ll be looking at what you can do when you’re burned out. We’ll be skipping past a lot of information on what burnout is, what causes it and how it impacts the tech industry. We’re able to skip past this because many technologists have already created valuable content targeted to our industry. The videos and writing below may be helpful for readers who are less familiar with burnout. A Wikipedia article may be a great starting point for learning about occupational burnout. Understanding burnout: Brandon West This conference talk by Brandon West covers a lot of burnout 101, from the perspective of a developer relations/community professional. April Wensel writes about the need for the tech industry to move from the Valley’s burnout culture to a more sustainable model. Catching Burnout [as] early [as possible] One of the most challenging things about burnout is that it develops slowly and gradually. Many impacted don’t notice the water warming around them until it’s been brought to a boil, causing a crisis that can’t be overlooked. Catching burnout and taking steps to deal with it as early as possible can help limit the length and severity of your burnout. Getting in the habit of checking in with yourself regularly about your stress and energy levels can be an effective habit for assessing burnout and for general wellness. The Mayo Clinic recommends asking yourself the following questions to determine if you might be suffering from burnout. Have you become cynical or critical at work? Do you drag yourself to work and have trouble getting started once you arrive? Have you become irritable or impatient with co-workers, customers or clients? Do you lack the energy to be consistently productive? Do you lack satisfaction from your achievements? Do you feel disillusioned about your job? Are you using food, drugs or alcohol to feel better or to simply not feel? Have your sleep habits or appetite changed? Are you troubled by unexplained headaches, backaches or other physical complaints? According to the Mayo Clinic, answering yes to more than one of these questions can be a sign that you need to take corrective action. We’ll look in more detail about the corrective actions you can take in the rest of this article. Do less. Now. To start getting things back on track, you’ll need to start doing less. Less work, less stress, less everything. Many technologists impacted by burnout have written or spoken on taking months or even years off work to give themselves time to recover. This can be a fantastic route back to wellness for those fortunate enough to have the professional and financial security to allow them to take large stretches of time off work. For the much larger group of burned out workers that need to balance earning a paycheck with their wellness, this can be more challenging. For those of us who need to stay in the cycle of work to fund our daily needs, finding ways to do less can feel like adding another daunting task to the pile. To properly assess where and how you can cut back on your commitments, you’ll need to find a short stretch of time clear of stressors and responsibilities to take stock of what can be scaled back. A long weekend, weekend or even a few hours of time dedicated to looking only at how you can cut back on work and stress can be an effective way to take stock of your responsibilities. Make a list of stressors and activities to begin to triage. Anything that would damage or seriously disrupt your life if not attended to (doing your taxes, showing up at work, paying rent) should be marked as essential. Grade other activities in your life, marking the ones that aren’t essential and working to temporarily reduce these or remove them from your life. It can feel difficult to let go of things while recovering from burnout. This process can benefit from a second opinion, if you’re working with a coach, therapist or trusted friend to manage your burnout. Reducing your workload and stressors can let you begin to recover from burnout. You can reintroduce things back into your schedule and life. Reintroduce stressors and activities back into your life slowly, to minimize risk of relapse. Keeping a journal will let you keep tabs on how different activities are impacting your energy levels and state of mind. Remove toxicity Toxic people or settings can drain you faster than overwork alone can. While you work to reduce your workload and stress, coworkers, friends, family or bosses who are toxic influences can act as a multiplier for the stressors that remain. Identifying these people and limiting your interactions with them during your recovery can help you get back on track faster and happier. A journal can be an important tool in tracking how interactions with different people impact your wellness and state of mind. If the toxic presence in your life is someone you can avoid or cut out without penalty, burnout is a great reason to finally replace them with healthier relationships. If you can’t remove them from your life, minimizing the impact toxic people have on your wellness is vital. Work to identify what aspect of the relationship is draining or damaging and create interventions around damaging interactions. While a chronically complaining coworker’s negativity can be stopped short with setting firm conversational boundaries and redirection, a combative boss can be a harder challenge. Seeking allies and advice can make you feel less alone in your battles and provide healthy emotional support. Ask for help Trying to find your way back to health and wellness after burning out can be a daunting task. Seeking help from health care professionals, trusted peers or both can give you backup on your journey back to feeling better. With symptoms that can mirror those of depression, burnout can be the precursor to a number of mental and physical ailments. Talk to your doctor immediately if you’re experiencing symptoms of depression or any other health concerns. Being open with your trusted friends about burnout can let you access valuable support and help explain why you may need extra care and consideration while you recover. Many suffering from burnout report finding maintaining relationships a challenge. Letting your loved ones know what you’re going through and why you may be less available invites them to be more understanding of cancelled plans or other issues while you’re recovering. Burnout can impact memory and cognitive function. Letting your support network assist in decision making during burnout can help add perspective to counterbalance these deficits. Talking to your friends and peers about your health and needs can offer valuable support. But those who are pushed to a mental or physical health crisis by burnout should work with healthcare professionals to plan their recovery. Sufferers of mild to moderate burnout can also benefit from planning their return to wellness with an experienced practitioner. Medical or counseling professionals may prescribe medicines, talk therapy, group sessions or other therapeutic intervention. Go easy on yourself Recovering from burnout is a process that takes energy, time and compassion for yourself. In the same way that toxic people or workplaces can set you back, negative repetitive thoughts will harm your recovery. Recognizing that burnout’s impact on you is a temporary state that isn’t your fault can help you begin to manage your feelings and expectations for yourself. Sufferers often report feeling stupid, lazy or that they lack the skills to do their job. This is natural, as burnout can severely limit your cognitive function, your energy levels and resilience while dramatically increasing your cognitive load. Working with a counselor may help if you’re finding it difficult to be patient with your progress back to health or are troubled by persistent intrusive thoughts. Burnout can seriously limit the amount of energy you have. Spend as little of the energy you have left beating yourself up as possible. You’re going to be ok. It’s all going to be ok. This article doesn’t offer one-size-fits all fixes for burnout or overwork, but aims to provide a framework with points to consider that may help shape your wellness. No article can act as a substitute for professionally administered healthcare or robust self care. 2017 Jessica Rose jessicarose 2017-12-16T00:00:00+00:00 https://24ways.org/2017/care-and-feeding-of-burnout/ process
199 Knowing the Future - Tips for a Happy Launch Day You’ve chosen your frameworks and libraries. You’ve learned how to write code which satisfies the buzzword and performance gods. Now you need to serve it to a global audience, and make things easy to preview, to test, to sign-off, and to evolve. But infrastructure design is difficult and boring for most of us. We just want to get our work out into the wild. If only we had tools which would let us go, “Oh yeah! It all deploys perfectly every time” and shout, “You need another release? BAM! What’s next?” A truth that can be hard to admit is that very often, the production environment and its associated deployment processes are poorly defined until late into a project. This can be a problem. It makes my palms sweaty just thinking about it. If like me, you have spent time building things for clients, you’ll probably have found yourself working with a variety of technical partners and customers who bring different constraints and opportunities to your projects. Knowing and proving the environments and the deployment processes is often very difficult, but can be a factor which profoundly impacts our ability to deliver what we promised. To say nothing of our ability to sleep at night or leave our fingernails un-chewed. Let’s look at this a little, and see if we can’t set you up for a good night’s sleep, with dry palms and tidy fingernails. A familiar problem You’ve been here too, right? The project development was tough, but you’re pleased with what you are running in your local development environments. Now you need to get the client to see and approve your build, and hopefully indicate with a cheery thumbs up that it can “go live”. Chances are that we have a staging environment where the client can see the build. But be honest, is this exactly the same as the production environment? It should be, but often it’s not. Often the staging environment is nothing more than a visible server with none of the optimisations, security, load balancing, caching, and other vital bits of machinery that we’ll need (and need to test) in “prod”. Often the production environment is still being “set up” and you’ll have to wait and see. In development, “wait and see” is the enemy. Instead of waiting to see, we need to make the provisioning of, and deployment to our different environments one of the very first jobs of our project. I’ve often needed to be the unpopular voice in the room who makes a big fuss when this is delayed. I’ve described it as being a “critical blocker” during project meetings and suggested that everything should halt until it is fixed. It is that important. Clients don’t often like hearing a wary, disruptive voice saying “whoa there Nelly!”, because the development should be able to continue while the production environment gets sorted out, right? Sure. But if it is not seen as a blocker, it is seen as something that can just happen later. And if it happens later, all the ugly surprises and unknowns surface later too. And later is when we’ll need to be thinking about other things. Not the plumbing. Trust me, it pays to face up to the issue right away rather than press on optimistically. The client will thank you later. Attitudes and expectations We should, I think, exhibit these four attitudes towards production deployment: Make it scripted Make it automated Make it real Make it first Make it scripted Let’s face it, we are going to need to deploy more than once over the course of the project. We are not going to get things perfect on our first shot. Nor should we expect to. And if we are going to repeat something, we want to be able to do it identically and predictably every time without needing to rely on our memories. Developers are great at scripting things which they would otherwise need to repeat. It makes us faster and it also helps us keep track of the steps we need to take. I’m not crazy enough to try suggest the best technology to script your builds or deployments (holy wars lie down that path). A lot will depend on your languages and your tastes. Some will like Fabric, others will prefer Gulp, you might prefer Make or NPM. It doesn’t really matter as long as you can script the process of building, packaging and deploying your project. Wait. Won’t we need to know everything about the build from the start in order to do this? Aren’t our dependencies likely to change over time? Yes. That would be ideal. But it’s ok. Like our code, our deployment script will evolve over the life of a project. So evolve it. Start by scripting what is needed to support the first iteration of the project, and then maintain that script. It will become a valuable “source of truth”, providing a form of documentation of what your project needs for a successful deployment. Another bonus. Make it automated If we have a scripted deployment which we can run by executing a single command, then we are in great shape to automate that process by triggering the build and deployment via suitable events. Again, I prefer not to offer one single suggestion of when this should occur. That will depend on your approach to the project, how your development team is organised, and how your QA team operate. You can tune this to suit. For one project I worked on, we chose to trigger the build and deployment to our production environment every time we used Git to tag the master branch of our version control repository. There were a few moving parts, and we needed to do some upfront work to get everything working, but that upfront effort was repaid many fold as we deployed time and time again, and exposed some issues with our environment long before we got to “launch day”. With a scripted and automated process, we can make deployments “cheap”. This is our goal. When there are minimal cognitive or time overheads associated with deploying, we’re likely to do it all the more often and become more confident that it will behave as expected. Make it real Alright, we have written scripts to build and deploy our projects. Anyone tagging our repo will trigger things to happen as if by magic, but where are we pushing things to? We need to target a real environment if this is to have any value. A useful pattern is to have all activity on our develop branch trigger deployments to our staging server. Meanwhile tagging master will deploy a version to the production environment. How we organise this will depend on our git branching approach. (I’ve seen as many ways of approaching Git Flow as I have seen ways of approaching “Agile”). It’s vital though, that we ensure that we are deploying to, and testing against, our real infrastructure. We want to see real results. That’s the best way to learn real lessons. Make it first Building our site to run in an environment not yet fully defined or available to test is like climbing without ropes – it’s possible, but we put ourselves at risk. And the higher we climb the greater the risk. So it is important to do this as early as we possibly can. Don’t have a certificate for our HTTPS yet? Fine, but let’s still deploy to this evolving production environment and introduce HTTPS as soon as we can. Before we know it we’ll be proving that this is set up correctly and we’ll not be surprised by mixed security alerts or other nasties further down the line. Mailchimp perfectly capture the anxiety of sending emails to gazillions of people for a campaign. But we’re lucky. Launching a site doesn’t need to be like performing a mailshot. We can do things to banish that sweaty hand. Doing preparation work upfront means that by the time we need to launch the site into the wild, we have exercised the deployment mechanics, and tested the production environment so rigorously that this task will be boring. (It won’t be boring. Launching should always be exciting because the world will finally get to see our beautiful, painstaking work. But nor should it be terrifying. Especially as a result of not knowing for certain if our processes and environments are going to work or burst into flames on the big day.) What tools exist? Well this all sounds lovely. But how should we tackle this? Where are the tools for us to use? As it happens, there are many service and tools that we can use to work this way. Hosting All of the big players like Amazon, Azure and Google offer tools which can help us here. Google for example, can host multiple deployed versions of your project in parallel and you can manage them via their App Engine console. Each build receives its own URL which you can use to access any deployed version of your site. Having immutable deployments which stick around in perpetuity (or until you bin them) is a key feature which unlocks the ability to confidently direct your traffic to any version of your site. With that comes the capacity to test any version or feature in its real environment, and then promote a version, or rollback to a previous version whenever you want. A liberating power to have. Continuous integration In order to create all of those different versions, we’ll need somewhere to run our build and deployment scripts. Jenkins has been a popular Continuous Integration (CI) option for some time, and can be configured to perform all sorts of tasks, giving you extensive control over your deployment pipeline. You need to host Jenkins yourself, but it provides some simple ways to do that. The landscape for CI is getting richer and richer. With many hosted services like Circle CI providing this kind of automation up in the cloud. One stop shop Netlify combines both hosting and continuous integration services. It monitors your git repositories and automatically runs your build in a container on its servers when it finds changes. Each branch and pull request in your git repository will result in an immutable version of your site with its own URL. Netlify is unlike Google Cloud, AWS or Azure in that it cannot host a dynamic server-side application for you. Instead it specialises in hosting static, or so called JAMstack sites. Personally, I find that its simplicity makes it an approachable option, and a good place to learn and adopt some of these valuable habits. Full disclosure: I’m a Netlify employee. But before I was, I was an avid customer, and it was through using Netlify that I first encountered some of these principles in practice. Conclusion. It’s all about the approach No matter what tools or services you use (and there are many which can support these practices), the most important thing is to adopt an approach which lets you prove your environments as quickly as possible. Front-loading this effort will cast light onto the issues that you’ll need to address early and often, leaving no infrastructure surprises to spoil things for you on launch day. Automating the process will mean that when you do find things that you need to fix or to improve later (and you will), issuing another release will be trivial. It is a lovely feeling when you have confidence that releasing v1.0.0 will be no more stressful v0.0.1. In fact it should actually be less stressful, as you’ll have been down this road many times by then. Fixing the potholes and smoothing the way as you went. From here, it should be a smooth ride. 2017 Phil Hawksworth philhawksworth 2017-12-21T00:00:00+00:00 https://24ways.org/2017/knowing-the-future/ process
207 Want to Break Out of Comparison Syndrome? Do a Media Detox “Comparison is the thief of joy.” —Theodore Roosevelt I grew up in an environment of perpetual creativity and inventiveness. My father Dennis built and flew experimental aircraft as a hobby. During my entire childhood, there was an airplane fuselage in the garage instead of a car. My mother Deloria was a self-taught master artisan who could quickly acquire any skills that it took to work with fabric and weaving. She could sew any garment she desired, and was able to weave intricate wall hangings just by looking at a black and white photos in magazines. My older sister Diane blossomed into a consummate fine artist who drew portraits with uncanny likeness, painted murals, and studied art and architecture. In addition, she loved good food and had a genius for cooking and baking, which converged in her creating remarkable art pieces out of cake that were incredibly delicious to boot. Yes. This was the household in which I grew up. While there were countless positives to being surrounded by people who were compelled to create, there was also a downside to it. I incessantly compared myself to my parents and older sister and always found myself lacking. It wasn’t a fair comparison, but tell that to a sensitive kid who wanted to fit in to her family by being creative as well. From my early years throughout my teens, I convinced myself that I would never understand how to build an airplane or at least be as proficient with tools as my father, the aeronautical engineer. Even though my sister was six years older than I was, I lamented that I would never be as good a visual artist as she was. And I marveled at my mother’s seemingly magical ability to make and tailor clothes and was certain that I would never attain her level of mastery. This habit of comparing myself to others grew over the years, continuing to subtly and effectively undermine my sense of self. I had almost reached an uneasy truce with my comparison habit when social media happened. As an early adopter of Twitter, I loved staying connected to people I met at tech conferences. However, as I began to realize my aspirations of being an author and a speaker, Twitter became a dreaded hall of mirrors where I only saw distorted reflections of my lack of achievement in other people’s success. Every person announcing a publishing deal caused me to drown under waves of envy over the imagined size of her or his book advance as I struggled to pay my mortgage. Every announcement I read of someone speaking at a conference led to thoughts of, “I wish I were speaking at that conference – I must not be good enough to be invited.” Twitter was fertile ground for my Inner Critic to run rampant. One day in 2011, my comparisons to people who I didn’t even know rose to a fever pitch. I saw a series of tweets that sparked a wave of self-loathing so profound that I spent the day sobbing and despondent, as I chastised myself for being a failure. I had fallen into the deep pit of Comparison Syndrome, and to return to anything close to being productive took a day or two of painstakingly clawing my way out. Comparison Syndrome Takes Deficiency Anxiety to Eleven Do any of these scenarios ring true? You frequently feel like a failure when viewing the success of others. You feel dispirited and paralyzed in moving forward with your own work because it will never measure up to what others have done. You discount your ideas because you fear that they aren’t as good as those of your colleagues or industry peers. Are you making yourself miserable by thinking thoughts like these? “I’m surrounded by people who are so good at what they do, how can I possibly measure up?” “Compared to my partner, my musical ability is childish – and music is no longer fun.” “Why haven’t I accomplished more by now? My peers are so much more successful than I am.” Unenviable Envy Many people use the terms envy and jealousy interchangeably, but they are two distinct emotions. Jealousy is the fear of losing someone to a perceived rival: a threat to an important relationship and the parts of the self that are served by that relationship. Jealousy is always about the relationship between three people. Envy is wanting what another has because of a perceived shortcoming on your part. Envy is always based on a social comparison to another.1 Envy is a reaction to the feeling of lacking something. Envy always reflects something we feel about ourselves, about how we are somehow deficient in qualities, possessions, or success.2 It’s based on a scarcity mentality: the idea that there is only so much to go around, and another person got something that should rightfully be yours.3 A syndrome is a condition characterized by a set of associated symptoms. I call it Comparison Syndrome because a perceived deficiency of some sort – in talent, accomplishments, success, skills, etc. – is what initially sparks it. While at the beginning you may merely feel inadequate, the onset of the syndrome will bring additional symptoms. Lack of self-trust and feelings of low self-worth will fuel increased thoughts of not-enoughness and blindness to your unique brilliance. If left unchecked, Deficiency Anxieties can escalate to full-blown Comparison Syndrome: a form of the Inner Critic in which we experience despair from envy and define ourselves as failures in light of another’s success. The irony is that when we focus so much on what we lack, we can’t see what we have in abundance that the other person doesn’t have. And in doing so, we block what is our birthright: our creative expression. Envy shackles our creativity, keeps us trapped in place, and prevents forward movement. The Inner Critic in the form of Comparison Syndrome caused by envy blocks us from utilizing our gifts, seeing our path clearly, and reveling in our creative power. In order to keep a grip on reality and not fall into the abyss of Comparison Syndrome, we’ll quell the compulsion to compare before it happens: we will free the mental bandwidth to turn our focus inward so we can start to see ourselves clearly. Break the Compulsion to Compare “Why compare yourself with others? No one in the entire world can do a better job of being you than you.” — Krystal Volney, poet and author At some point in time, many of us succumb to moments of feeling that we are lacking and comparing ourselves unfavorably to others. As social animals, much of our self-definition comes from comparison with others. This is how our personalities develop. We learn this behavior as children, and we grow up being compared to siblings, peers, and kids in the media. Because of this, the belief that somehow, someway, we aren’t good enough becomes deeply ingrained. The problem is that whenever we deem ourselves to be “less than,” our self-esteem suffers. This creates a negative feedback loop where negative thoughts produce strong emotions that result in self-defeating behaviors that beget more negative thoughts. Couple this cycle with the messages we get from society that only “gifted” people are creative, and it’s no wonder that many of us will fall down the rabbit hole of Comparison Syndrome like I did on that fated day while reading tweets. Comparing ourselves to others is worse than a zero-sum game, it’s a negative-sum game. No one wins, our self-esteem deteriorates, and our creative spark dies out. With effort, we can break the compulsion to compare and stop the decline into Comparison Syndrome by turning the focus of comparison inward to ourselves and appreciating who we’ve become. But first, we need to remove some of the instances that trigger our comparisons in the first place. Arrest: Stop the Triggers “Right discipline consists, not in external compulsion, but in the habits of mind which lead spontaneously to desirable rather than undesirable activities.” — Bertrand Russell, philosopher After my Twitter post meltdown, I knew had to make a change. While bolstering my sense of self was clearly a priority, I also knew that my ingrained comparison habit was too strong to resist and that I needed to instill discipline. I decided then and there to establish boundaries with social media. First, to maintain my sanity, I took this on as my mantra: “I will not compare myself to strangers on the Internet or acquaintances on Facebook.” If you find yourself sliding down the slippery slope of social media comparison, you can do the same: repeat this mantra to yourself to help put on the brakes. Second, in order to reduce my triggers, I stopped reading the tweets of the people I followed. However, I continued to be active on Twitter through sharing information, responding to mentions, crowdsourcing, and direct messaging people. It worked! The only time I’d start to slip into darkness were the rare instances when I would break my rules and look at my Twitstream. But we can do even more than calm ourselves with helpful mantras. Just like my example of modifying my use of Twitter, and more recently, of separating myself from Facebook, you can get some distance from the media that activates your comparison reflex and start creating the space for other habits that are more supportive to your being to take its place. Creative Dose: Trigger-free and Happy Purpose: To stop comparison triggers in their tracks Mindfulness is a wonderful tool, but sometimes you have to get hardcore and do as much as you can to eliminate distractions so that you can first hear your own thoughts in order to know which ones you need to focus on. Here are four steps to becoming trigger-free and happier. Step 1: Make a List Pay attention when you get the most triggered and hooked. Is it on Twitter, Facebook, Instagram, or Snapchat? Is it YouTube, TV shows, or magazines? Make list of your top triggers. My primary trigger is:______________________________________ My second trigger is:______________________________________ My third trigger is:______________________________________ Now that you have your list, you need to get an idea just how often you’re getting triggered. Step 2: Monitor It’s easy to think that we should track our activity on the computer, but these days, it’s no longer our computer use that is the culprit: most of us access social media and news from our phones. Fortunately, there are apps that will track the usage for both. Seeing just how much you consume media from either or both will show you how much of an accomplice the use of devices is to your comparison syndrome, and how much you need to modify your behavior accordingly. For tracking both computer use and tablet use, this app works great: RescueTime.com tracks app usage and sends a productivity report at the end of the week via email. For your phone, there are many for either platform.4 Although I recommend fully researching what is available and will work for you best, here are a few recommendations: For both platforms: Offtime, Breakfree, Checky For Android only: Flipd, AppDetox, QualityTime, Stay On Task For iOS only: Moment Install your app of choice, and see what you find. How much time are you spending on sites or apps that compel you to compare? Step 3: Just Say No Now that you know what your triggers are and how much you’re exposing yourself to them, it’s time to say No. Put yourself on a partial social media and/or media detox for a specified period of time; consider even going for a full media detox.5 I recommend starting with one month. To help you to fully commit, I recommend writing this down and posting it where you can see it. I, ___________________, commit to avoiding my comparison triggers of ___________________, ___________________, and ___________________ for the period of ___________________, starting on ___________________ and ending on ___________________ . To help you out, I’ve created a social media detox commitment sheet for you. Step 4: Block When I decided to reduce my use of Twitter and Facebook to break my comparison habit, initially I tried to rely solely on self-discipline, which was only moderately successful. Then I realized that I could use the power of technology to help. Don’t think you have to rely upon sheer willpower to block, or at least limit, your exposure to known triggers. If your primary access to the items that cause you to compare yourself to others is via computers and other digitalia, use these devices to help maintain your mental equilibrium. Here are some apps and browser extensions that you can use during your media detox to help keep yourself sane and stay away from sites that could throw you into a comparison tailspin. These apps are installed onto your computer: RescueTime.com works on both computer and mobile devices, and does a lot more than just prevent you from going to sites that will ruin your concentration, it will also track your apps usage and give you a productivity report at the end of the week. Focus and SelfControl (Mac-only) To go right to the source and prevent you from visiting sites through your browser, there are browser extensions. Not only can you put in the list of the URLs that are your points of weakness, but you can also usually set the times of the day you need the self-control the most. Google Chrome: StayFocusd, Strict Workflow, and Website Blocker Firefox: Idderall and Leechblock Safari: WasteNoTime and MindfulBrowsing Edge (or Explorer): Unfortunately, there are currently no website blocking extensions for these browsers. I currently use a browser extension to block me from using Facebook between 9:00am – 6:00pm. It’s been a boon for my sanity: I compare tons less. A bonus is that it’s been terrific for my productivity as well. Which tool will you use for your media detox time? Explore them all and then settle upon the one(s) that will work the best for you. Install it and put it to work. Despite the tool, you will still need to exercise discipline. Resist the urge to browse Instagram or Facebook while waiting for your morning train. You can do it! Step 5: Relax Instead of panicking from FOMO (Fear of Missing Out), take comfort from this thought: what you don’t know won’t affect you. Start embracing JOMO (Joy of Missing Out), and the process of rebuilding and maintaining your sanity. What will you do instead of consuming the media that compels you to compare? Here are some ideas: Read a book Go for a walk Have dinner with a friend Go watch a movie Learn how to play the harmonica Take an improv class Really, you could do anything. And depending on how much of your time and attention you’ve devoted to media, you could be recapturing a lot of lost moments, minutes, hours, and days. Step 6: Reconnect Use your recovered time and attention to focus on your life and reconnect with your true value-driven goals, higher aspirations, and activities that you’ve always wanted to do. This article is an excerpt from the book Banish Your Inner Critic by Denise Jacobs, and has been reprinted with permission. If you’d like to read more, you can find the book on Amazon. Shane Parrish, “Mental Model: Bias from Envy and Jealousy,” Farnam Street, accessed February 9, 2017. ↩ Parrish, “Mental Model: Bias from Envy and Jealousy.” ↩ Henrik Edberg, “How to Overcome Envy: 5 Effective Tips,” Practical Happiness Advice That Works | The Positivity Blog, accessed February 9, 2017. ↩ Jeremy Golden, “6 Apps to Stop Your Smartphone Addiction,” Inc.com, accessed February 10, 2017. ↩ Emily Nickerson, “How to Silence the Voice of Doubt,” The Muse, accessed February 8, 2017. ↩ 2017 Denise Jacobs denisejacobs 2017-12-19T00:00:00+00:00 https://24ways.org/2017/do-a-media-detox/ process
39 Meet for Learning “I’ve never worked in a place like this,” said one of my direct reports during our daily stand-up meeting. And with that statement, my mind raced to the most important thing about lawyering that I’ve learned from decades of watching lawyers lawyer on TV: don’t ask a question you don’t know the answer to. But I couldn’t stop myself. I wanted to learn more. The thought developed in my mind. The words formed in my mouth. And the vocalization occurred: “A place like this?” “I’ve never worked where people are so honest and transparent about things.” Designing a learning-centered culture Before we started Center Centre, Jared Spool and I discussed both the larger goals and the smaller details of this new UX design school. We talked about things like user experience, curriculum, and structure. We discussed the pattern we saw in our research. Hiring managers told us time and again that great designers have excellent technical and interpersonal skills. But, more importantly, the best designers are lifelong learners—they are willing and able to learn how to do new things. Learning this led us to ask a critical question: how would we intentionally design a learning-centered experience? To craft the experience we were aiming for, we knew we had to create a learning-centered culture for our students and our employees. We knew that our staff would need to model the behaviors our students needed to learn. We knew the best way to shape the culture was to work with our direct reports—our directs—to develop the behaviors we wanted them to exemplify. To craft the experience we were aiming for, we knew we had to create a learning-centered culture for our students and our employees. We knew that our staff would need to model the behaviors our students needed to learn. Building a learning team Our learning-centered culture starts with our staff. We believe in transparency. Transparency builds trust. Effective organizations have effective teams who trust each other as individuals. One huge way we build that trust and provide opportunities for transparency is in our meetings. (I know, I know—meetings! Yuck!) But seriously, running and participating in effective meetings is a great opportunity to build a learning-centered culture. Meetings—when done well—allow individuals time to come together, to share, and to listen. These behaviors, executed on a consistent and regular basis, build honest and trusting relationships. An effective meeting is one that achieves the desired outcomes of that meeting. While different meetings aim for different results, at Center Centre all meetings have a secondary goal: meet for learning. A framework for learning-centered meetings We’ve developed a framework for our meetings. We use it for all our meetings, which means attendees know what to expect. It also saves us from reinventing the wheel in each meeting. These basic steps help our meetings focus on the valuable face-to-face interaction we’re having, and help us truly begin to learn from one another. An agenda for a staff meeting. Use effective meeting basics Prepare for the meeting before the meeting. If you’re running the meeting, prepare a typed agenda and share it before the meeting. Agendas have start times for each item. Start the meeting on time. Don’t wait for stragglers. Define ground rules. Get input from attendees. Recurring meetings don’t have to do this every time. Keep to the meeting agenda. Put off-topic questions and ideas in a parking lot, a visual document that everyone can see, so you can address the questions and ideas later. Finish on time. And if you’ve reached the meeting’s goals, finish early. Parking lots where ideas on sticky notes can be posted for later consideration. Focus to learn Have tech-free meetings: no laptops, no phones, no things with notifications. Bring a notebook and a pen. Take notes by hand. You’re not taking minutes, you’re writing to learn. Come with a learning mindset Ask: what are our goals for this meeting? (Hopefully answered by the meeting agenda.) Ask: what can I learn overall? Ask: what can I learn from each of my colleagues? Ask: what can I share that will help the team learn overall? Ask: what can I share that will help each of my colleagues learn? Investing in regularly scheduled learning-centered meetings At Center Centre, we have two types of recurring all-staff meetings: daily stand-ups and weekly staff meetings. (We are a small organization, so it makes sense to meet as an entire group.) Yes, that means we spend thirty minutes each day in stand-up, for a total of two and a half hours of stand-up meeting time each week. And, yes, we also have a weekly ninety-minute sit-down staff meeting on top of that. This investment in time is an investment in learning. We use these meetings to build our transparency, and, therefore, our trust. The regularity of these meetings helps us maintain ongoing, open sharing about our responsibilities, our successes, and our learning. For instance, we answer five questions in our stand-up: What did I get done since the last stand-up (I reported at)? What is my goal to accomplish before the next stand-up? What’s preventing me from getting these things done, if anything? What’s the highest risk or most unknown thing right now about what I’m trying to get done? What is the most important thing I learned since the last time we met and how will what I learned change the way I approach things in the future? Each person writes out their answers to these questions before the meeting. Each person brings their answers printed on paper to the meeting. And each person brings a pen to jot down notes. Notes compiled for a stand-up meeting. During the stand-up, each person shares their answers to the five questions. To sustain a learning-centered culture, the fifth question is the most important question to answer. It allows individual reflection focused on learning. Sometimes this isn’t an easy question to answer. It makes us stretch. It makes us think. By sharing our individual answers to the fifth question, we open ourselves up to the group. When we honestly share what we’ve learned, we openly admit that we didn’t know something. Sharing like this would be scary (and even risky) if we didn’t have a learning-centered culture. We often share the actual process of how we learned something. By listening, each of us is invited to learn more about the topic at hand, consider what more there is to learn about that topic, and even gain insights into other methods of learning—which can be applied to other topics. Sharing the answers to the fifth question also allows opportunities for further conversations. We often take what someone has individually learned and find ways to apply it for our entire team in support of our organization. We are, after all, learning together. Building individual learners We strive to grow together as a team at Center Centre, but we don’t lose sight of the importance of the individuals who form our team. As individuals, we bring our goals, dreams, abilities, and prior knowledge to the team. To build learning teams, we must build individual learners. A team made up of lifelong learners, who share their learning and learn from each other, is a team that will continually produce better results. As a manager, I need to meet each direct where they are with their current abilities and knowledge. Then, I can help them take their skills and knowledge base to the next levels. This process requires each individual direct to engage in professional development. We believe effective managers help their directs engage in behaviors that support growth and development. Effective managers encourage and support learning. Our weekly one-on-ones One way we encourage learning is through weekly one-on-ones. Each of my directs meets with me, individually, for thirty minutes each week. The meeting is their meeting. It is not my meeting. My direct sets the agenda. They talk about what they want to talk about. They can talk about work. They can talk about things outside of work. They can talk about their health, their kids, and even their cat. Whatever is important to them is important to me. I listen. I take notes. Although the direct sets the specific agenda, the meeting has three main parts. Approximately ten minutes for them (the direct), ten minutes for me (the manager), and ten minutes for us to talk about their future within—and beyond—our organization. Coaching for future performance The final third of our one-on-one is when I coach my directs. Coaching looks to the direct’s future performance. It focuses on developing the direct’s skills. Coaching isn’t hard. It doesn’t take much time. For me, it usually takes less than five minutes a week during a one-on-one. The first time I coach one of my directs, I ask them to brainstorm about the skills they want to improve. They usually already have an idea about this. It’s often something they’ve wanted to work on for some time, but didn’t think they had the time or the knowhow to improve. If a direct doesn’t know what they want to improve, we discuss their job responsibilities—specifically the aspects of the job that concern them. Coaching provides an opportunity for me to ask, “In your job, what are the required skills that you feel like you don’t have (or know well enough, or perform effectively, or use with ease)?” Sometimes I have to remind a direct that it’s okay not to know how to do something (even if it’s a required part of their job). After all, our organization is a learning organization. In a learning organization, no one knows everything but everyone is willing to learn anything. After we review the job responsibilities together, I ask my direct what skill they’d like to work to improve. Whatever they choose, we focus on that skill for coaching—I’ve found my directs work better when they’re internally motivated. Sometimes the first time I talk with a direct about coaching, they get a bit anxious. If this happens, I share a personal story about my professional learning journey. I say something like: I didn’t know how to make a school before we started to make Center Centre. I didn’t know how to manage an entire team of people—day in and day out—until I started managing a team of people every day. When I realized that I was the boss—and that the success of the school would hinge, at least in part, on my skills as a manager—I was a bit terrified. I was missing an important skill set that I needed to know (and I needed to know well). When I first understood this, I felt bad—like I should have already known how to be a great manager. But then I realized, I’d never faced this situation. I’d never needed to know how to use this skill set in this way. I worked through my anxiety about feeling inadequate. I decided I’d better learn how to be an effective manager because the school needed me to be one. You needed me to be one. Every day, I work to improve my management skills. You’ve probably noticed that some days I’m better at it than others. I try not to beat myself up about this, although it’s hard—I’d like to be perfect at it. But I’m not. I know that if I make a conscious, daily effort to learn how to be a better manager, I’ll continue to improve. So that’s what I do. Every day I learn. I learn by doing. I learn how to be better than I was the day before. That’s what I ask of you. Once we determine the skill the direct wants to learn, we figure out how they can go about learning it. I ask: “How could you learn this skill?” We brainstorm for two or three minutes about this. We write down every idea that comes to mind, and we write it so both of us can easily see the options (both whiteboards and sticky notes on the wall work well for this exercise). Read a book. Research online. Watch a virtual seminar. Listen to a podcast. Talk to a mentor. Reach out to an expert. Attend a conference. Shadow someone else while they do the skill. Join a professional organization. The goal is to get the direct on a path of self-development. I’m coaching their development, but I’m not the main way my direct will learn this new skill. I ask my direct which path seems like the best place to start. I let them choose whatever option they want (as long as it works with our budget). They are more likely to follow through if they are in control of this process. Next, we work to break down the selected path into tasks. We only plan one week’s worth of tasks. The tasks are small, and the deadlines are short. My direct reports when each task is completed. At our next one-on-one, I ask my direct about their experience learning this new skill. Rinse. Repeat. That’s it. I spend five minutes a week talking with each direct about their individual learning. They develop their professional skills, and together we’re creating a learning-centered culture. Asking questions I don’t know the answer to When my direct said, “I’ve never worked where people are so honest and transparent about things,” it led me to believe that all this is working. We are building a learning-centered culture. This week I was reminded that creating a learning-centered culture starts not just with the staff, but with me. When I challenge myself to learn and then share what I’m currently learning, my directs want to learn more about what I’m learning about. For example, I decided I needed to improve my writing skills. A few weeks ago, I realized that I was sorely out of practice and I felt like I had lost my voice. So I started to write. I put words on paper. I felt overwhelmed. I felt like I didn’t know how to write anymore (at least not well or effectively). I bought some books on writing (mostly Peter Elbow’s books like Writing with Power, Writing Without Teachers, and Vernacular Eloquence), and I read them. I read them all. Reading these books was part of my personal coaching. I used the same steps to coach myself as I use with my directs when I coach them. In stand-ups, I started sharing what I accomplished (like I completed one of the books) and what I learned by doing—specific things, like engaging in freewriting and an open-ended writing process. This week, I went to lunch with one of my directs. She said, “You’ve been talking about freewriting a lot. You’re really excited about it. Freewriting seems like it’s helping your writing process. Would you tell me more about it?” So I shared the details with her. I shared the reasons why I think freewriting is helping. I’m not focused on perfection. Instead, each day I’m focused on spending ten, uninterrupted minutes writing down whatever comes to my mind. It’s opening my writing mind. It’s allowing my words to flow more freely. And it’s helping me feel less self-conscious about my writing. She said, “Leslie, when you say you’re self-conscious about your writing, I laugh. Not because it’s funny. But because when I read what you write, I think, ‘What is there to improve?’ I think you’re a great writer. It’s interesting to know that you think you can be a better writer. I like learning about your learning process. I think I could do freewriting. I’m going to give it a try.” There’s something magical about all of this. I’m not even sure I can eloquently put it into words. I just know that our working environment is something very different. I’ve never experienced anything quite like it. Somehow, by sharing that I don’t know everything and that I’m always working to learn more, I invite my directs to be really open about what they don’t know. And they see it’s possible always to learn and grow. I’m glad I ignore all the lawyering I’ve learned from watching TV. I’m glad I ask the questions I don’t know the answers to. And I’m glad my directs do the same. When we meet for learning, we accelerate and amplify the learning process—building individual learners and learning teams. Embracing the unknown and working toward understanding is what makes our culture a learning-centered culture. Photos by Summer Kohlhorst. 2014 Leslie Jensen-Inman lesliejenseninman 2014-12-20T00:00:00+00:00 https://24ways.org/2014/meet-for-learning/ process
82 Being Prepared To Contribute “You’ll figure it out.” The advice my dad gives has always been the same, whether addressing my grade school homework or paying bills after college. If I was looking for a shortcut, my dad wasn’t going to be the one to provide it. When I was a kid it infuriated the hell out of me, but what I then perceived to be a lack of understanding turned out to be a keystone in my upbringing. As an adult, I realize the value in not receiving outright solutions, but being forced to figure things out. Even today, when presented with a roadblock while building for the web, I am temped to get by with the help of the latest grid system, framework, polyfill, or plugin. In and of themselves these resources are harmless, but before I can drop them in, those damn words still echo in the back of my mind: “You’ll figure it out.” I know that if I blindly implement these tools as drag and drop solutions I fail to understand the intricacies behind how and why they were built; repeatedly using them as shortcuts handicaps my skill set. When I solely rely on the tools of others, my work is at their mercy, leaving me less creative and resourceful, and, thus, less able to contribute to the advancement of our industry and community. One of my favorite things about this community is how generous and collaborative it can be. I’ve loved seeing FitVids used all over the web and regularly improved upon at Github. I bet we can all think of a time where implementing a shared resource has benefitted our own work and sanity. Because these resources are so valuable, it’s important that we continue to be a part of the conversation in order to further develop solutions and ideas. It’s easy to assume there’s someone smarter or more up-to-date in any one area, but with a degree of understanding and perspective, we can all participate. This open form of collaboration is in our web DNA. After all, its primary purpose was to promote the exchange and development of new ideas. Tim Berners-Lee proposed a global hypertext project, to be known as the World Wide Web. Based on the earlier “Enquire” work, it was designed to allow people to work together by combining their knowledge in a web of hypertext documents. I’m delighted to find that this spirit of collaborative ingenuity is alive and well on the web today. Take the story of Off Canvas as an example. I was at an ATX Dribbble meet up where I met Jason Weaver and chatted to him about his recent work on the responsive layout prototype, Off Canvas. Jason said he came across a post by Luke Wroblewski outlining the idea and saw this: If anyone is interested in building a complete example of this approach using responsive Web design techniques, let me know! From there Luke recounts: We went back and forth on email, with me laying out ideas and Jason doing all the hard work to see if they can be done and improving them bit by bit! Once we got to something we both liked, I wrote up an article explaining things and he hosted the examples. Luke took the time to clearly outline and diagram his ideas, and Jason responded with a solid proof of concept that has evolved into a tool we all have at our disposal. Victory! I have also benefitted from comrades who have taken an idea of mine into development. After blogging about some concerns in regards to maintaining hierarchy as media queries are used to shift layouts, Jordan Moore rebounded with some responsive demos where he used flexbox to (re)order content as viewport sizing changes. Similar stories can be found behind the development of things like FitVids, FitText, and Molten Leading. I love this pattern of collaboration because it involves a fairly specific process: Initial idea or prototype is outlined or built, then shared Discuss Someone develops or improves it, then shares it Discuss Someone else develops or improves it, then shares it. Infinity. This is what the web looks like when we build it together, and I’d argue that steps 2+ are absolutely crucial. A web where everyone develops their own ideas and tools independent of one another is like a room full of people talking and no one listening. The pattern itself mimics a literal web structure, and ideally we’d be able to follow a strand from one idea to the next and so on. Blessed are the curators Sometimes those lines aren’t easy to find or follow. Thankfully, there are people who painstakingly log each experiment and index much of what’s out there. Chris Coyier does this with CSS in general, and Brad Frost is doing this for responsive and multi-device design with his Pattern Library. Seriously, take a look at this page and imagine what it would take to find, track and organize the progression of each of these resources yourself. I’d argue that ongoing collections like these are more valuable than the sum of their parts when they are updated regularly as opposed to a top ten tips blog post format. Here’s my soapbox Here are a few things I appreciate about how things are shared and contributed online. And yes, I could do way better at all of them myself. Concise write-ups: honor others’ time by getting to the point. Not every idea or solution needs two thousand words to convey fully. I love long-form posts, but there’s a time and a place for them. Visual aids: if a quick illustration, screenshot, or graphic helps illustrate your point or problem, yes please. By the way, Luke Wroblewski rules the school on both of these. Demo it: host it yourself, or put it on CodePen or JS Bin for others to see. Put it on Github: share and improve with the rest of the community. Consider, however, that because someone puts something on Github doesn’t mean they’re forever bound to provide support or instruction. This isn’t a call for everyone to learn everything all the time, but if you’re curious or interested in something, skip the shortcut and get your hands dirty: sketch, prototype, question, debate, fork, and share. Figuring these things out on our own makes us valuable contributors to the web – the thing that ultimately we’re all trying to figure out together. 2012 Trent Walton trentwalton 2012-12-03T00:00:00+00:00 https://24ways.org/2012/being-prepared-to-contribute/ process
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