Ever felt like you were churning out paperwork like one of those monkeys at typewriters in the Simpsons?
The Clearleft 'crate'
At Clearleft we’ve had a concept for many years of handing over a ‘crate’ — a mini website (password-protected) with the key context for the project, and links to web resources that form the deliverables. By doing so, the client knows there’s one place to look. And there’s the added and very practical bonus that if anyone new joins the team client-side, or simply wants to know what’s going on, they can come in and get up to speed quickly.
(Aside: our methods for making component libraries have been put into a tool we built called Fractal, which is now used by 18F and Eurostar - a deliverable with an even longer lifespan.)
The devil can be the detail
The opposite of all this is when there’s nothing but endlessly detailed documents — spreadsheets, reports, and nothing that comes close to a concise explanation, let alone a value proposition for whatever is being proposed. And they’re only useful when you know where to look to find them, which is a problem in itself when you consider things like staff turnover. All too often we ask people to get lost in a forest without a map.
This often happens when you know too much. You’ve been working on a thing for weeks on months, you know all of the basics, you’re too close to it. Along come the assumptions, ones that you can’t count on others to understand.
Merging the forest with the trees
Much as I’m advocating ways to prevent people getting lost in the forest, sometimes the trees is what they need. The details are the design, after all. So how can we usefully combine the two? This is a big topic all of it’s own, but I find the following universal design principles have been consistently useful.
Advance organiser and the inverted pyramid
David Ausubel’s learning concept is that the big picture comes before the details, that detailed information should be chunked up later, and that in many cases starting with what people already know (comparative knowledge) is a great starting point.
The inverted pyramid is a concept from journalism that echoes this idea - put the why/when/where/what at the beginning, and order everything else in terms of importance.
(Both of these concepts are detailed in ‘Universal Principles of Design’.)
It’s our job as designers to find the right levels of detail in the right context. To tell stories, to inspire, to clarify if people are understanding what’s being communicated, and most of all, make it usable. People shouldn’t be left guessing as to where understanding lies — be the invisible force that gets people on the same page, using your powers of design.