User Experience (UX) Foundations

Transcription

1 User Experience (UX) Foundations Core Insights, Models, and Research Findings day course Human Factors I n te r n a t i o n a l

2 User Experience (UX) Foundations Core Insights, Models, and Research Findings Why UX Foundations? This course provides participants a research-based and practical understanding of the foundational models and insights essential to the UX field. You will learn that you don t see the way you think you see. You don t make decisions the way you think you decide. You don t remember things the way you think you recall. And you don t move the way you believe you move. Without this foundation, you will design based on common sense...which is often wrong. Understanding human vision, intellect, memory, and motor function is the baseline upon which every skilled UX professional should build their career; we show clearly how each idea applies directly to design decisions. This course will help you build credibility and improve your results by giving you the knowledge required to present your ideas from a research-based point of view. Who should attend Usability practitioners, website/intranet developers, application developers, interface designers, and project managers, with the desire to explore and apply scientific usability research to their practical daily work. What you ll learn We asked our top UX consultants which research findings and models they found most useful in their daily practice. Some findings were new, and the oldest went back to Taken together, they require a real shift in your understanding of how people function, and therefore a real shiff in how you design. These are the foundational models of the UX professional, and they will carry you forward as you continue to learn about the field. Learn the key research and models defining Vision Intellectual processing Memory Motor control Also learn about Managing individual differences Understanding new research What you get A comprehensive student manual Quick reference job aids Recommended prerequisites There are no prerequisites to attend this course Course overview User Experience (UX) Foundations 2

3 Course Objectives Participants learn: How good user experience design is dependent on a scientific understanding of how people function How the key research-based models, insights, and principles in the UX field impact design. This includes aspects of human Vision Intellect Memory Motor control Various methods that directly apply these models, insights, and principles to design of interactive applications Variation in users that impact design Understand the challenges of survey design Individual differences Disability Cultural differences Professional UX practitioners are differentiated by a correct understanding of human information processing science, including how to apply that understanding to solving design problems. In starting your professional journey, we will share the most critical and frequently used models that underlie best practices and solid decisions. This course provides the right foundation for your expertise and career growth. Sources of research and insights for UX professionals How to tell if you can believe the research Eric Schaffer PhD, CPE, CUA, CXA CEO and Founder Human Factors International Pathways to excellence in the UX profession Course overview User Experience (UX) Foundations 3

4 Course Outline 1 Understanding user experience A panoramic overview of UX History Core of the field Objectives ROI Methods Institutionalization 2 Visual You do not see the way you THINK you see It is NOT like a camera Visual link analysis Wiggly things are distracting Objects are inferred and distance is relative 3 Intellectual You do not make decisions the way you THINK you do No, you can t do three things at once (and neither can your user) Design for human speed Using signal detection theory Design for arousal and stress 4 Memory You do not remember the way you THINK you do It is NOT like a tape recorder Design so that they don t have to remember Helping users remember Engineering schemata The power of expectation and bubbles 5 Motor You do not move the way you THINK you do No, your movement is not always voluntary and under conscious control But how can you walk and talk at the same time? Motor programs Movement speed Train wrecks with proactive inhibition Designing for biomechanics and anthropometry 6 Know thy user Designing for users, not yourself What are things you need to know about your user? (Free dinner for two if you can add to our list!) Accessibility is not just about vision and making Jaws work Careful! the icons you choose may have varied meanings around the world. Course overview User Experience (UX) Foundations 4

5 Course Outline 7 Research You need to read the research literature, but you need to KNOW what to believe Sources Can you believe it? Lies, damn lies, and statistics Our Guarantee of Your Satisfaction Human Factors International, Inc. intends that all participants will benefit from the seminar. We offer the best possible training in this field. If at any time during the first day of the course a participant notifies the instructor of his or her desire to withdraw, he or she may leave and receive a full refund. There is absolutely no risk to the participants or their companies. 8 Summary Every successful journey needs a roadmap Options for learning more Professional level courses Certifications A lifetime of achievement Register now! Course overview User Experience (UX) Foundations 5

6 User-Centered Analysis and Conceptual Design HOW TO DO USER INTERVIEWS AND SURVEYS, GETTING FROM TASK ANALYSIS TO CONCEPTUAL DESIGN day course Human Factors I n te r n a t i o n a l

7 User-Centered Analysis and Conceptual Design Why take this course? User-centered analysis provides the basis for designing software that makes sense to your users. Use proven, objective datagathering techniques to develop a clear understanding of who your users are and how they will approach your Web site or application. Create effective, usable interfaces the first time. This seminar walks you through HFI s process for collecting and analyzing relevant user and task data, and for developing a conceptual architecture for design. Alternating between explanation, discussion, and hands-on exercises, the course offers participants the tools and confidence necessary to plan and conduct effective user-centered analysis. What you ll learn user profiling data gathering task analysis transitioning to design General Course Information What You Get A comprehensive student manual A student exercise book The benefit of a wealth of knowledge and experience in software usability engineering Who Should Attend Web and application designers, system analysts, software engineers, information architects, experience designers, and documentation specialists. Anyone involved in the development of interfaces or interface requirements. Prerequisites There are no prerequisites to attend this course Course overview User-centered Anaylsis and Conceptual Design 2

8 Course Objectives Participants will learn to: Develop a design strategy Create user profiles, personas and scenarios Develop meaningful interview questions Carry out effective interviews Understand the challenges of survey design Understanding the users, their expectations, and workflows, is at the heart of intuitive interface design. It s what user-centered design is all about. In this course you ll learn efficient and effective methods to quickly get the user data you need for design. Analyze task flow Understand and identify primary nouns Develop user-driven information architecture Mary M. Michaels BFA, MBA, CUA, CXA Global Director of Training Evolution, Certification, & Strategic Advisor Engage in user-centered task/tool redesign Course overview User-centered Anaylsis and Conceptual Design 3

9 Course Outline Strategy 1 Introduction to UCA Mental models Knowing how the user works Which UCA steps to perform Obstacles of user-centered analysis ROI justifying the right process Exercise: Evaluate task flow Exercise: Calculate ROI 2 Creating a Design Strategy Components of a design strategy Site strategy drives design strategy Where to get strategy information Mining existing documentation Working with brand objectives Exercise: Develop a design strategy Uncovering the user s conceptual model 3 Profiles and Personas The value of profiles and personas User profiles Task profiles Environment profiles Personas Exercise: Develop user profiles Exercise: Develop high-level task / content list Exercise: Create task prioritization diagram Exercise: Create environmental profile Exercise: Develop personas 4 Field Studies Data gathering methods Choosing the right method Elements of the field interview Developing good interview questions Good and bad interview technique Conducting a user observation Exercise: Write interview questions Exercise: Conduct interviews 5 Complementary Data Gathering Methods Value of complementary methods Focus groups User group meetings and usability roundtables Facilitated workshops and JAD sessions Using surveys and other indirect methods Online surveys Using multiple methods Exercise: Create online survey Exercise: Choose the best data gathering method to use Deriving the user experience model 6 Scenario and Task Analysis The power of a scenario Scenarios vs. use cases Determining the level of detail Scenarios drive priorities Identifying functions and tasks Common errors and challenges in task analysis Characterizing the new task design Exercise: Develop scenarios Exercise: Fix task flow Course overview User-Centered Anaylsis and Conceptual Design 4

10 7 Primary Noun Architecture Value of primary nouns Identifying primary nouns Describing primary nouns Primary noun views Defining primary noun details From primary nouns to navigation Exercise: Determine primary nouns and views Exercise: Develop primary noun table Exercise: Create high-level navigation diagram 8 Information Architecture Costs of poor organization Basic organization schemes Hybrid schemes Shallow vs. deep structures Labeling systems Affinity diagrams and card sorting techniques Card sorting tools Exercise: Conduct and analyze a card sort Exercise: Create high-level information architecture 9 Getting Ready for Design Getting sign-off on the contract for design Using concept sketches to drive out requirements Setting usability criteria Exercise: Develop usability criteria User analysis is not my primary focus but this information will definitely help me become a better business analyst. Great course, I learned a lot. Joseph Scruggs Business Analyst, JPMorgan Chase Learned a lot of information in a short period of time. Excellent blend of lecture, discussion, and exercises. Vince Conti Manager, Interactive Development, American Express Our Guarantee of Your Satisfaction Human Factors International, Inc. intends that all participants will benefit from the seminar. We offer the best possible training in this field. If at any time during the first day of the course a participant notifies the instructor of his or her desire to withdraw, he or she may leave and receive a full refund. There is absolutely no risk to the participants or their companies. Register now! Course overview User-Centered Anaylsis and Conceptual Design 5

11 The Science & Art of Effective The Science and Art of Effective Web and Application Design Web & Application Design LEARN PROVEN USER-CENTERED DESIGN LEARN PROVEN PRINCIPLES USER-CENTERED DESIGN PRINCIPLES day course Human Factors I n te r n a t i o n a l

12 The Science and Art of Effective Web and Application Design Why take this course? Designing intuitive and effective user interfaces is both science and art. During this course, participants will learn how to apply research-based and field-tested Web and application design principles and methodologies. Initially they will focus on the four foundational layers of the interface: Navigation, Presentation, Content, and Interaction. Participants will then be provided with the framework and methodology needed to support rapid prototyping initiatives. Finally, they will extend their sphere of influence through the application of accessibility and crosscultural design methods. What you ll learn How to implement user-centered requirements into usable designs How to integrate the focal points of design: Navigation, Presentation, Content, and Interaction How Web site and application design strategies differ and overlap General Course Information What You Get A comprehensive student manual Workbook and Resource Guide that contains: Course exercises User interface control selection guide Glossary with annotations and illustrations Quick reference job aids Who Should Attend Those involved in the design and development of e-commerce, sites, informational and promotional sites, intranets, and applications. Prerequisites There are no prerequisites to attend this course Course overview The Science and Art of Web and Application Design 2

13 Course Objectives Participants will learn to: Identify, select, and implement appropriate navigation models used to build intuitive navigation structures Make better decisions and recommendations to improve visual design, including: layout, color, graphics and icons, and text Implement effective usability-based content organization and treatment methods Ensure intuitive interaction through appropriate UI control selection and error and feedback design Increase design efficiency using Web and application standards There s science behind a usable design. When you combine science with best practice, then you get a truly usable and elegant interface. In this course you ll learn how to design usable interfaces, and the underlying science that makes them usable. Mary M. Michaels BFA, MBA, CUA, CXA Global Director of Training Evolution, Certification, & Strategic Advisor Extend their UCD sphere of influence into the domains of user experience, accessibility, and cross-cultural design Course overview The Science and Art of Web and Application Design 3

14 Course Outline 1 Design is Science and Art Scientific models in user-centered design (UCD) Definition of UCD Exercise: Designing for functional requirements Characteristics of usable designs UCD Benefits Exercise: Conduct a design heuristic evaluation 2 Navigation Characteristics of usable navigation Primary navigation systems Hierarchical models Persistent design systems Sequential navigation Search Supplemental navigation Index Breadcrumbs Quick links Multiple systems navigation design Exercise: Select appropriate navigation models 3 Presentation Visual-cognitive processing Eye movement and eye tracking Gestalt principles of visual design Layout Exercise: Evaluate and redesign a cluttered screen Color Graphics Text 4 Content Printed vs. digital content Writing for clarity Writing style Word choice Mechanics Methods that facilitate scanning Writers pyramid Headings, bulleted and numbered lists Exercise: Sharpen writing skills 5 Interaction Factors that influence interaction design User interface controls Data entry and selection Navigation and action Multi-function controls Exercise: Selecting appropriate UI Controls Error handling and prevention Feedback Exercise: Design an effective feedback message 6 Screen Elements and Wireframing Screen elements Wireframing Low fidelity High-fidelity Effective prototyping strategies Exercise: Build a paper wireframe Course overview The Science and Art of Web and Application Design 4

15 7 Accessibility Why design for accessibility Types of disabilities Vision Hearing Motor Cognitive Assistive technologies Accessibility laws Accessibility guidelines Section 508 Guidelines Accessibility Guidelines (WCAG 2.0) Web Accessibility Initiative (WAI) Evaluating for accessibility Exercise: Conduct a site review for accessibility 8 Internationalization Internationalization and Localization Multicultural considerations Internationalization design process and usability testing 9 Beyond Design Knowledge Barriers to implementing UCD practices UCD practitioners knowledge, skills, and abilities Academic training and HFI certification UCD and HCI professional organizations I have a better understanding of how to design navigation and interaction points, resulting in increased confidence now I will be a more effective leader in my organization. I really liked that the information presented in the course was backed by actual research and real-world examples. Christine J. Tahvonen TransUnion Our Guarantee of Your Satisfaction Human Factors International, Inc. intends that all participants will benefit from the seminar. We offer the best possible training in this field. If at any time during the first day of the course a participant notifies the instructor of his or her desire to withdraw, he or she may leave and receive a full refund. There is absolutely no risk to the participants or their companies. Register now! Course overview The Science and Art of Web and Application Design 5

16 Practical Usability Testing USABILITY TESTING THROUGHOUT THE DEVELOPMENT PROCESS day course Human Factors I n te r n a t i o n a l

17 Practical Usability Testing Testing thoughout the development process Why take this course? Rich functionality is worth little if the user can t access it. Progressive testing of Web sites and software applications is critical for creating user-centered designs. This course provides quick and practical testing techniques that you can use to help move the design into compliance with the users needs, limitations, mental models and cognitive styles. This twoday comprehensive course gives designers and developers tools and techniques to observe how users experience their interfaces. You will learn essential testing techniques ranging from simple paper prototype tests to cutting-edge remote testing using advanced tool sets, so that you can successfully moderate your usability tests. What you ll learn How to design, analyze, and present results of tests Refine your facilitation technique Remote testing Comparison tests How to use server logs for usability General Course Information What You Get 150-page student manual Quick reference guides for all the major chapters Samples of usability questionnaires, screeners, performance rating sheets A ten-point usability test checklist Hands-on exercises and practical knowledge that you can't get from reading a book Who Should Attend Web and application developers, interface designers, information architects, project managers, quality control personnel, market researchers, graphic artists Prerequisites There are no prerequisites to attend this course Course overview Practical Usability Testing 2

18 Course Objectives Participants will learn to: Survey the scope of usability issues Know the four factors that drive your testing Know the appropriate test and when to use it Learn tests that uncover problems with content organization, task flow, and brand strategy Conduct performance-based tests using paper and functioning prototypes Review advanced prototype testing that adds precision to your performance measures Design and conduct a remote test Learn to analyze Web traffic logs Review a 10-point checklist of the critical components of a successful usability test plan Usability testing is both difficult and easy. It s not hard to find a few users and put them in front of your design, but there s a lot to learn about following standard protocol so that you have confidence in your data. And now there are lots of options: moderated, unmoderated, remote... In this course you ll learn everything you need to know to conduct the usability test that is right for any project. Mary M. Michaels BFA, MBA, CUA, CXA Global Director of Training Evolution, Certification, & Strategic Advisor Course overview Practical Usability Testing 3

19 Course Outline 1 Introduction The purpose of usability testing Usability testing is an essential form of feedback Why testing is critical Why even good designers get it wrong the first time Benefits of testing early and often Exercise: Conduct a mini-usability test on a Web site 2 Designing a Usability Test Types of usability tests Summative vs. formative tests How to formulate a solid test strategy The right number of participants Writing tasks for a usability test Overview of the testing process planning conducting analyzing sharing & implementing results Usability labs Exercise: Develop task wording for a usability test 3 Early Prototype Testing What can you gain from an early prototype test Purpose and advantages of prototypes Reverse card-sort technique Performance-based testing Testing the brand and affordance Exercise: Hands-on exercise performing an early prototype test Exercise: Visual affordance test Exercise: Brand design test Exercise: Reverse card sort 4 Advanced Prototype Testing What can you gain from an advanced prototype test? Setting usability criteria and performance metrics Using performance rating instruments Exercise: Hands-on exercise performing an advanced prototype test 5 Analysis and Reporting Capturing session data Compiling and tabulating data Analyzing findings Creating recommendations Presenting data Techniques to convince Exercise: Prioritize test findings 6 Remote Testing When to do remote testing Major obstacles to overcome Real benefits Available online tools Exercise: Performing unmoderated and moderated remote tests 7 Comparative Studies Purpose of comparison studies Overview of how to conduct a within-subjects and between-subjects comparison study How to analyze results from a comparison study Course overview Practical Usability Testing 4

20 8 Live Site Analysis How to make the most out of Web logs and server data Taking advantage of direct user feedback 9 Refining your Technique Enhancing your moderating techniques Responding to difficult testing situations What makes a good moderator Exercise: Rewriting probing usability testing questions 10 Ten-Point Usability Checklist Practical points for conducting a usability test Allows you to: eliminate the risk of testing and not getting answers to your questions focus on the question and not the implementation of the test maximize your effort and leverage your budget Exercise: UT scoping Case problem using the 10-point checklist These courses were key to a competitive edge in the job market. I m convinced that pursuing a CUA before beginning a new position was a deciding factor in me being selected for a new position as a Webmaster. Collette Renteria Very helpful the course solidified the experience I ve had in UT and taught me a lot more to give me a broader context and additional techniques. Leah Gillespie Baltimore Gas & Electric Our Guarantee of Your Satisfaction Human Factors International, Inc. intends that all participants will benefit from the seminar. We offer the best possible training in this field. If at any time during the first day of the course a participant notifies the instructor of his or her desire to withdraw, he or she may leave and receive a full refund. There is absolutely no risk to the participants or their companies. Register now! Course overview Practical Usability Testing 5

21 Certification Advantages of HFI Certification Get certified by the world's leading user-centered design firm and become a recognized UX authority Help your company increase user satisfaction in products and services Join CUA Central exclusive online community for CUAs and CXAs Achieve growth and progress in your career path HFI offers two kinds of certification, each requiring an examination to demonstrate mastery. Moreover, HFI offers optional courses to help you prepare for each exam. The certification served as a reinforcement for what I m doing, so I am more confident in presenting a concept or design. Jim O Brien Senior Interaction Designer AutoTrader.com CUA Certification Become a Certified Usability Analyst (CUA) with HFI s certification program. CUAs must pass an examination demonstrating their mastery in all key areas of interface usability. This certification is supported by the following courses: Course 1. User Experience (UX) Foundations Course 2. User-Centered Analysis and Conceptual Design Course 3. The Science and Art of Effective Web and Application Design Course 4. Practical Usability Testing CXA Certification The Certified User Experience Analyst (CXA) certification indicates advanced skills in persuasion, innovation, strategy, and institutionalization of UX. CUA certification is required to take the CXA exam. This certification is supported by the following courses: Course 1. How to Design for Persuasion, Emotion, and Trust (PET design ) Course 2. The PET Architect Course 3. Omni-Channel UX Strategy and Innovation: An Ecosystem & Future Modeling Approach Course 4. How to Support Institutionalization of a Mature UX Practice The training was great, very effective. Now, having been tested and certified by HFI, I have more confidence in addressing usability challenges. Chow Sok Mui Murie Senior Creative Consultant NCS, Singapore For more information: Course overview Practical Usability Testing 6

22 Featured Instructors Melanie Polkosky User Experience Strategist PhD, CUA Drew Falk User Experience Strategist MS, CUA, CXA David Bell User Experience Strategist BSc, MSc, CUA Anjali Bhatia Centre of Excellence Lead MBA, CUA, CXA A partial list of companies where we have taught Human Factors courses Agilent Technologies Airborne Express Ameritech AT&T Information Systems The BBC World Service Blue Cross/Blue Shield ChevronTexaco Cognizant Technology Solutions Deloitte Consulting dotmobi Ericsson Information Systems Ernst & Young FedEx Fidelity Investments General Motors Hewlett-Packard IBM Library of Congress McKesson HBOC MCI Metropolitan Life Insurance Motorola National Semiconductor Nextel Northern Telecom Pay Pal Prudential Life RBC Royal Bank SAP / SAP Norway Onsite Training If you have a group of people who would like to attend this course, please contact us to discuss having a private course at your company or hosting a public course. Contact Information Americas: hfi@humanfactors.com Europe: +44 (0) europe@humanfactors.com India and Middle East: india@humanfactors.com APAC: apac@humanfactors.com Africa: africa@humanfactors.com Human Factors I n te r n a t i o n a l 1680 Hwy 1, Suite 3600 P.O. Box 2020 Fairfield, IA Phone: Fax: hfi@humanfactors.com Course overview Practical Usability Testing 7