Keep Users in Mind in Your Design

General Electric Company used to say in their advertising, “Progress is our most important product.” In terms of project management, satisfied users are often our most important product. Users may not be our direct clients, but they are the ones that eventually decide if our efforts to develop a software system helped or hindered getting their job done.

In previous posts — Business Analysts and Helping the Business Analyst Helps Your Project – I talked about the role of the Business Analyst in collecting user requirements and evaluating performance from a user’s perspective. Integral to our support of the user’s experience at Cognitive Technologies is Performance-Centered Design and Development addressed in detail in this white paper by Dr. Karen McGraw. In today’s post, I want to summarize the key points in Karen’s paper and tell you about an interesting site I found that adds another perspective to designing for users.

Performance-Centered Design
Cognitive Technologies works with users from the beginning of a project through final testing and support. We seek to capture and document work processes and information needs as well as user characteristics. We recommend rapid prototyping to develop a proof of concept or visual prototype to test early understandings and determine/refine requirements. Our user-centric activities include:

  • Identifying the information needs, including required input and output, sources and destinations for data, and information manipulation
  • Defining responsibilities or assignments, including understanding the job functions and goals, work processes, and critical success factors for the user community
  • Documenting standards and criteria for the user’s job performance that may be impacted by the new system
  • Capturing decision making factors and heuristics (i.e., rules of thumb) users apply in performing job functions affected by the system
  • Capturing problem solving patterns and preferences within the user community
  • Documenting difficulties and problem areas (in the way the job is performed today) that technology will or can improve

Design with Intent
Dan Lockton’s background in Industrial Design Engineering followed by a Master’s in Technology Policy from the University of Cambridge and his doctorate work at Brunel University in England focused on the impact of design on user behavior. Lockton and colleagues from Brunel developed a group of design concepts they call: Design with Intent, which are available for review and download.

Lockton uses the term Design with Intent to mean “design that’s intended to influence or result in certain user behaviour — it’s an attempt to describe lots of types of systems (products, services, interfaces, environments) that have been strategically designed with the intent to influence how people use them.” Although Lockton does not limit his thinking to software, many of his ideas are provocative in terms of their implications for software design. I picked 10 of over one hundred such suggestions to list here:

  1. Can you recognize the ‘desire paths’ of some of your users, and then codify them into your system, so others follow too?
  2. Can you edit the choices presented to users so only the ones you want them to have are available?
  3. Can you make the default setting the behavior you prefer users to perform?
  4. Can you detect and suggest a better option to users when it looks like they’re making an error (i.e. Google search correcting typo errors)?
  5. Can you let users know their progress towards achieving a goal or let users know how what they’re doing is affecting the system?
  6. Can you give users a preview or simulation of the results of different actions or choices?
  7. Could your system adapt what it offers to match individual users’ needs and abilities?
  8. Can you give people a ‘map’ of the routes or choices they can use to achieve different goals?
  9. Can you give users different choices or access to functions depending on the capabilities they can demonstrate?
  10. Can you make elements look similar so users perceive them to share characteristics, or that they should be used together?

What does this mean to project managers?
First, consider if the ideas about structuring user interaction suggested in Design with Intent make sense for your product and customer. If so, prepare a brown bag training topic about Design with Intent – or ask someone on your staff to do it. After your business analyst develops an overview of the users, their requirements and operating environment, brainstorm with the design team how some of the Design with Intent suggestions could be implemented. For those individual guidelines that you support, make sure that product testing includes an evaluation of those items.

PM Colors – Greening project management

When I read the title of a recent article on PM Forum called “Green Project Management” I had a flashback.  At the risk of showing my “feminine” side, I remember talking with one of my female colleagues, and although I do not recall the details, this colleague mentioned to me that she was “having her colors done”. Upon further investigation, I discovered that this was a fashion and marketing thing, which encouraged people to wear clothes and makeup that match their natural coloring using a scheme based seasons. The question, “Are you a summer?” has meaning in this context. (Guys -  it is a girl thing!)

In my own defense, I am not so out of the mainstream that I did not quickly realize that the Green Project Management article was not about fashion, but was about the environment.  In other words, with all the stuff we have on our plate as PMs, how can we think and act more green?

Green project management
Don’t we have enough to worry about just getting quality projects done on time and within budget? Are we supposed to consider environmental impact when designing and developing software projects, too? The answer is, “Yes” according to Tom Mochal and Andrea Krasnoff of TenStep Inc. in their book, Green Project Management. Here are some green-process-think ideas from around the web that you may incorporate without getting off course on your project:

  1. Use less paper. Recycle.
  2. Stagger work schedule to allow people to commute to the office outside of rush hour traffic times.
  3. Allow work from home. (Read my post on Managing Virtual Teams)
  4. Reduce travel with teleconferences.
  5. Recycle and reuse project supplies including trading with other projects.
  6. Reduce paperwork by using electronic forms and signatures.
  7. Clean out old file drawers of reports, papers and other detritus. Recycle.
  8. Consider ISO14000 standards that include an organization’s Environment Management System.
  9. Require project team members to shut off computers and printers nightly if this reduces electrical use.
  10. Save energy with server virtualization, CPU power throttling and server power capping suggests a hosted database case.
  11. Recycle computer hardware through donation or recycle centers – see EPA resource list.
  12. Encourage two-sided printing.
  13. From interview with Rich Maltzman and Dave Shirley on the Cranky Middle Manager : don’t print email, tag it and use an electronic reader with highlighting capability, use collaborative tools, and make “green” part of proposal and contract thinking.
  14. Try using old fashion water coolers that require fewer natural resources than bottled water.
  15. Use PDF or Microsoft Word review and comment features rather than edit and comment using printed copies.
  16. Purchase paper with recycled content.
  17. Where possible, use sunlight and open windows to reduce energy costs.
  18. Cultivate “green” knowledge to help win new business opportunities.

Now, I leave you to ponder a few hard issues that I have come across as we are asked more and more frequently by organizations and clients to adhere to their sustainability policies.

  • Do you print an important presentation on re-cycled paper? ( when it is going to the client)
  • How do you juggle turning off computers at night for power versus leaving them on for doing backups?
  • Do all of your printers do double sided printing automatically? If not – have you priced what it will cost to buy that?
  • How many organizations still require a physical signature on a piece of paper? How do you get that changed?

I am not trying to be negative here – just pointing out that “going green” may require more than just simple policies.  Good PMs practice means balancing the needs of the project with the requirements (and spirit) sof these policies.

Please add your going-green ideas for project managers via your comments.

 

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