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New info arch
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pglevy authored Mar 23, 2020
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86 changes: 60 additions & 26 deletions _data/categories.yml
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- category_name: Discover
category_description: Build a greater understanding of your problem and the people it impacts.
category_info: Use the Discover Methods to build context for the problem you’re investigating. Get to know your potential users better and understand your stakeholders’ main concerns. The work you do during this phase will inform everything that follows, so take your time.
- category_name: Awareness
category_description: If you don't know what you don't know, start here.
category_info: more detailed category info...
methods:
- Comparative analysis
- Content audit
- Design hypothesis
- Hopes and fears
- Stakeholder and user interviews
questions:
- What problem are we trying to solve?
- What assumptions do we have?
- What are the organizational goals?
- What do we have to work with?
- What questions do we have?
- Where do we start user research?
- What are people saying?
- Who are the audiences?
- How will we know if we're successful?

- category_name: Observation
category_description: Once you know what you don't know, start interacting with customers and users.
category_info: more detailed category info...
methods:
- Card sorting
- Cognitive walkthrough
- Contextual inquiry
- Design studio
- Dot voting
- Heuristic evaluation
- Hopes and fears
- KJ method
- Stakeholder and user interviews
- Task flow analysis
questions:
- What are people doing today?
- What data do we need to collect?
- Who do we talk to next?
- How well does the current solution work?
- What mental models do people have?
- What new questions do we have?

- category_name: Decide
category_description: Elaborate on research from your Discovery phase.
category_info: The Decide Methods help you derive insights from the information gathered during the Discovery phase. You’ll validate initial assumptions, develop a deeper understanding of workflows and processes, and develop design hypotheses.
- category_name: Interpretation
category_description: When you have answers to your questions, make sense of what you've learned.
category_info: more detailed category info...
methods:
- Affinity diagramming
- Comparative analysis
- Design hypothesis
- Design principles
- Journey mapping
- Mental modeling
- Personas
- Site mapping
- Storyboarding
- Style tiles
- Task flow analysis
- User scenarios
questions:
- How do we make sense of what we've seen and collected?
- How might we interpret our findings?
- How do we communicate findings that actionable?
- What assertions or provocations can we make?
- What are the pain points and opportunities?

- category_name: Make
category_description: Create a testable solution.
category_info: Once you’ve learned more about your users’ expectations, use the Make Methods to create testable designs. Sketching, wireframing, and prototyping will help you ensure your product reflects your users’ needs.
- category_name: Exploration
category_description: Make some things based on your interpretation.
category_info: more detailed category info...
methods:
- Design pattern library
- Design studio
- Prototyping
- Storyboarding
- Wireframing
questions:
- How might we consider the whole experience?
- How might we address the pain points and opportunities?
- What ideas or hypotheses do we want to test?
- How might we remain focused on the audiences and their needs?

- category_name: Validate
category_description: Test a design hypothesis.
category_info: Testing (and re-testing) your designs with users will help you build the best possible product. Our Validate Methods cover varied testing scenarios and potential user groups.
- category_name: Validation
category_description: See if you're on the right track.
category_info: more detailed category info...
methods:
- Card sorting
- Multivariate testing
- Dot voting
- Usability testing
- Visual preference testing
questions:
- How do we know we're on the right track?
- How do decide and move forward?
- What did we learn from the latest iteration?
- Did we confirm or refute our assumption?

- category_name: Fundamentals
category_description: Foundational methods for practicing design research.
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9 changes: 5 additions & 4 deletions _includes/category-setup.html
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{% assign discover_methods = (site.methods | where: "category", "Discover" ) %}
{% assign decide_methods = (site.methods | where: "category", "Decide" ) %}
{% assign make_methods = (site.methods | where: "category", "Make" ) %}
{% assign validate_methods = (site.methods | where: "category", "Validate" ) %}
{% assign awareness_methods = (site.methods | where: "category", "Awareness" ) %}
{% assign observation_methods = (site.methods | where: "category", "Observation" ) %}
{% assign interpretation_methods = (site.methods | where: "category", "Interpretation" ) %}
{% assign exploration_methods = (site.methods | where: "category", "Exploration" ) %}
{% assign validation_methods = (site.methods | where: "category", "Validation" ) %}
{% assign fundamentals_methods = (site.methods | where: "category", "Fundamentals" ) %}
{% assign category_methods = (site.methods | where: "category", page.title ) %}
{% assign all_methods = (site.methods) %}
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46 changes: 29 additions & 17 deletions _includes/header.html
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<li>
<button class="
usa-accordion-button usa-nav-link" aria-expanded="false" aria-controls="side-nav-1">
<span>Discover</span>
<span>Awareness</span>
</button>
<ul id="side-nav-1" class="usa-nav-submenu" aria-hidden="true">
{% assign discovermethods = discover_methods | sort:"title" %}
{% for method in discovermethods %}
{% assign awarenessmethods = awareness_methods | sort:"title" %}
{% for method in awarenessmethods %}
<li><a href="{{ site.baseurl }}{{ method.url }}">{{ method.title }}</a></li>
{% endfor %}
<li><a href="{{site.baseurl}}/discover">See all Discover cards</a></li>
<li><a href="{{site.baseurl}}/awareness">See all Awareness cards</a></li>
</ul>
</li>
<li>
<button class="usa-accordion-button usa-nav-link" aria-expanded="false" aria-controls="sidenav-2">
<span>Decide</span>
<span>Observation</span>
</button>
<ul id="sidenav-2" class="usa-nav-submenu" aria-hidden="true">
{% assign decidemethods = decide_methods | sort:"title" %}
{% for method in decidemethods %}
{% assign observationmethods = observation_methods | sort:"title" %}
{% for method in observationmethods %}
<li><a href="{{ site.baseurl }}{{ method.url }}">{{ method.title }}</a></li>
{% endfor %}
<li><a href="{{site.baseurl}}/decide">See all Decide cards</a></li>
<li><a href="{{site.baseurl}}/observation">See all Observation cards</a></li>
</ul>
</li>
<li>
<button class="usa-accordion-button usa-nav-link" aria-expanded="false" aria-controls="sidenav-3">
<span>Make</span>
<span>Interpretation</span>
</button>
<ul id="sidenav-3" class="usa-nav-submenu" aria-hidden="true">
{% assign makemethods = make_methods | sort:"title" %}
{% for method in makemethods %}
{% assign interpretationmethods = interpretation_methods | sort:"title" %}
{% for method in interpretationmethods %}
<li><a href="{{ site.baseurl }}{{ method.url }}">{{ method.title }}</a></li>
{% endfor %}
<li><a href="{{site.baseurl}}/make">See all Make cards</a></li>
<li><a href="{{site.baseurl}}/interpretation">See all Interpretation cards</a></li>
</ul>
</li>
<li>
<button class="usa-accordion-button usa-nav-link" aria-expanded="false" aria-controls="sidenav-4">
<span>Validate</span>
<span>Exploration</span>
</button>
<ul id="sidenav-4" class="usa-nav-submenu" aria-hidden="true">
{% assign validatemethods = validate_methods | sort:"title" %}
{% for method in validatemethods %}
{% assign explorationmethods = exploration_methods | sort:"title" %}
{% for method in explorationmethods %}
<li><a href="{{ site.baseurl }}{{ method.url }}">{{ method.title }}</a></li>
{% endfor %}
<li><a href="{{site.baseurl}}/validate">See all Validate cards</a></li>
<li><a href="{{site.baseurl}}/exploration">See all Exploration cards</a></li>
</ul>
</li>
<li>
<button class="usa-accordion-button usa-nav-link" aria-expanded="false" aria-controls="sidenav-5">
<span>Fundamentals</span>
<span>Validation</span>
</button>
<ul id="sidenav-5" class="usa-nav-submenu" aria-hidden="true">
{% assign validationmethods = validation_methods | sort:"title" %}
{% for method in validationmethods %}
<li><a href="{{ site.baseurl }}{{ method.url }}">{{ method.title }}</a></li>
{% endfor %}
<li><a href="{{site.baseurl}}/validation">See all Validation cards</a></li>
</ul>
</li>
<li>
<button class="usa-accordion-button usa-nav-link" aria-expanded="false" aria-controls="sidenav-6">
<span>Fundamentals</span>
</button>
<ul id="sidenav-6" class="usa-nav-submenu" aria-hidden="true">
{% assign fundamentalsmethods = fundamentals_methods | sort:"title" %}
{% for method in fundamentalsmethods %}
<li><a href="{{ site.baseurl }}{{ method.url }}">{{ method.title }}</a></li>
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6 changes: 3 additions & 3 deletions _methods/Design-hypotheses.md
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---
layout: card
title: Design hypothesis
permalink: /decide/design-hypothesis/
permalink: /awareness/design-hypothesis/
redirect_from:
- /design-hypothesis/
description: A listing and analysis of all the content on an existing website (including pages, files, videos, audio or other data) that your users might reasonably encounter.
category: Decide
category: Awareness
what: Framing your work as a hypothesis means no longer just thinking about the thing you're making or building, but paying more attention to whether that work is achieving your intended goals and outcomes.

This in turn means thinking about your work as a series of experiments you do with your users to learn if you're on the right path. Instead of asking "Did we ship the shopping cart feature?" you ask: "Did we make it easier and simpler for our customers to buy from us?"
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*We believe that doing/building/creating [this] for [this user] will result in [this outcome].*
*We’ll know we’re right when we see [this metric/signal].*

1. Once you've formulated your hypothesis, consider the following harm prompt to help the team think about and guard against potential unintended consequences of your work.

*But, this could be harmful for [this user] if [this outcome happens].*
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4 changes: 2 additions & 2 deletions _methods/affinity-diagramming.md
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---
layout: card
title: Affinity diagramming
permalink: /decide/affinity-diagramming/
permalink: /interpretation/affinity-diagramming/
redirect_from:
- /affinity-diagramming/
# Description is used for meta information and should be less than
description: A way of finding themes in collections of ideas, quotes, or observations.
category: Decide
category: Interpretation
what: A way of finding themes in collections of ideas, quotes, or observations.
why: To draw out insights from qualitative data quickly and collaboratively.
timeRequired: 1 hour
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6 changes: 3 additions & 3 deletions _methods/card-sorting.md
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---
layout: card
title: Card sorting
permalink: /validate/card-sorting/
permalink: /observation/card-sorting/
redirect_from:
- /card-sorting/
description: A categorization exercise in which participants divide concepts into different groups based on their
category: Validate
category: Observation
what: A categorization exercise in which participants divide concepts into different groups based on their understanding of those concepts.
why: To gain insights from users about how to organize content in an intuitive way.
timeRequired: 15–30 minutes per user
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- [Research plan including card sorting from 18F's C2 project](https://github.com/18F/C2/wiki/Sprint-5:-Interaction-model-June-2016)
</section>

<section class="method--section method--section--government-considerations" markdown="1" >
<section class="method--section method--section--government-considerations" markdown="1" >

## Considerations for use in government

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4 changes: 2 additions & 2 deletions _methods/cognitive-walkthrough.md
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---
layout: card
title: Cognitive walkthrough
permalink: /discover/cognitive-walkthrough/
permalink: /observation/cognitive-walkthrough/
redirect_from:
- /cognitive-walkthrough/
description: An evaluation method in which people work through a set of representative tasks and ask questions about the task as they go.
category: Discover
category: Observation
what: An evaluation method in which people work through a set of representative tasks and ask questions about the task as they go.
why: To get quick and early feedback on whether a design solution is easy for a new or infrequent user to learn, and why it is or isn’t easy. This method is useful for catching big issues at any stage in the design process when you don't have access to real users, but it is not a substitute for user evaluation.
timeRequired: 30 minutes to one hour per person
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4 changes: 2 additions & 2 deletions _methods/comparative-analysis.md
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---
layout: card
title: Comparative analysis
permalink: /decide/comparative-analysis/
permalink: /awareness/comparative-analysis/
redirect_from:
- /comparative-analysis/
description: A detailed review of existing experiences provided either by direct competitors or by related agencies or services.
category: Decide
category: Awareness
what: A detailed review of existing experiences provided either by direct competitors or by related agencies or services.
why: To identify competitors’ solutions that excel, are lacking, or are missing critical design elements. Comparative analysis can give you a competitive edge by identifying opportunities, gaps in other services, and potential design patterns to adopt or avoid.
timeRequired: 1–2 hours to analyze and write an evaluation about each competitor.
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4 changes: 2 additions & 2 deletions _methods/content-audit.md
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---
layout: card
title: Content audit
permalink: /decide/content-audit/
permalink: /awareness/content-audit/
redirect_from:
- /content-audit/
description: A listing and analysis of all the content on an existing website (including pages, files, videos, audio or other data) that your users might reasonably encounter.
category: Decide
category: Awareness
what: A listing and analysis of all the content on an existing website (including pages, files, videos, audio or other data) that your users might reasonably encounter.
why: To identify content that needs to be revised in new versions of a website. Content audits can also help you identify who is responsible for content, how often it should be updated, and what role a particular piece of content plays for users.
timeRequired: 3-8 hours
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4 changes: 2 additions & 2 deletions _methods/contextual-inquiry.md
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---
layout: card
title: Contextual inquiry
permalink: /discover/contextual-inquiry/
permalink: /observation/contextual-inquiry/
redirect_from:
- /contextual-inquiry/
description: The product team unobtrusively observes participants at work, with their permission, then asks questions.
category: Discover
category: Observation
what: The product team unobtrusively observes participants at work, with their permission, then asks questions.
why: To learn how and why users do what they do; to discover needs and attitudes that might not emerge in an <a href="https://methods.18f.gov/discover/stakeholder-and-user-interviews/">interview</a> to map how tools, digital and otherwise, interact during complex activities.
timeRequired: 1-2 hours per user
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4 changes: 2 additions & 2 deletions _methods/design-pattern-library.md
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---
layout: card
title: Design pattern library
permalink: /make/design-pattern-library/
permalink: /exploration/design-pattern-library/
redirect_from:
- /design-pattern-library/
description: A collection of user interface elements (for example colors, icons, and buttons) used frequently across a website or service, consisting of the base patterns and helpful information about how to use them.
category: Make
category: Exploration
what: A collection of UI elements used frequently across a design system, consisting of the base patterns and helpful information about how to use them.
why: To aid in designing a solution that uses UI elements consistently. Maintaining a set of approved, reusable patterns makes it easier to produce new features or make updates to the current solution.
timeRequired: 1–2 hours per pattern; ongoing maintenance.
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4 changes: 2 additions & 2 deletions _methods/design-studio.md
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---
layout: card
title: Design studio
permalink: /discover/design-studio/
permalink: /exploration/design-studio/
redirect_from:
- /design-studio/
description: An illustration-based way to facilitate communication (and brainstorming) between a project team and stakeholders.
category: Discover
category: Exploration
what: An illustration-based way to facilitate communication (and brainstorming) between a project team and stakeholders.
why: To create a shared understanding and appreciation of design problems confronting the project team.
timeRequired: 3–4 hours
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4 changes: 2 additions & 2 deletions _methods/dot-voting.md
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---
layout: card
title: Dot voting
permalink: /discover/dot-voting/
permalink: /validation/dot-voting/
redirect_from:
- /discover/feature-dot-voting/
- /feature-dot-voting/
- /dot-voting/
description: A simple voting exercise to identify a group's collective priorities.
category: Discover
category: Validation
what: A simple voting exercise to identify a group's collective priorities.
why: To reach a consensus on priorities of subjective, qualitative data with a group of people. This is especially helpful with larger groups of stakeholders and groups with high risk of disagreement.
timeRequired: 15 minutes
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4 changes: 2 additions & 2 deletions _methods/heuristic-evaluation.md
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---
layout: card
title: Heuristic evaluation
permalink: /discover/heuristic-evaluation/
permalink: /observation/heuristic-evaluation/
redirect_from:
- /discover/heuristic-analysis/
- /heuristic-evaluation/
- /heuristic-analysis/
description: A quick way to find common, large usability problems on a website.
category: Discover
category: Observation
what: A quick way to find common, large usability problems on a website.
why: To quickly identify common design problems that make websites hard to use without conducting more involved user research.
timeRequired: 1–2 hours
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