2009 – My Year in Review

(Alternate title: “2009: A Year in Russview”. And yes, feel free to insert your favorite groaning noise here.)

I don’t have a “Top 10″ list or any sort of “10 Best”-something list.

I didn’t count those things this year, I didn’t put so much focus on the rest of the world in that sort of fashion, and if I’m lucky, I won’t forget the important things that I got to be a part of this year.  I could, however, probably sift through a ton of photos and find the Top 10 of my family, if I tried–but even that would be a challenge.

So, instead, and at the risk of coming across egotistical (which is not my intention), I’m going to review all of the stuff that I did this year that had some sort of an impact on my life.

This one’s for me.

• In January, I started work as Director of Experience Planning for Draftfcb in Chicago. I started building a practice around user experience, information architecture, strategic design and planning and frankly, I busted my ass for the better parts of 2009. That’s not a complaint–I knew it going in, and in many ways, the crazy parts were every bit what I expected (and more) and the great parts where just the same–and more. The investment in the relationship has been a lot like that of a marriage; I love the work I get to do, I’m fortunate to be able to spend my time with so many other talented people. When it works, all of that is that much better. When it doesn’t, I look to the lessons, ask for advice and input and hope to not repeat the mistakes. I’ve got one of the best bosses I’ve ever had and he challenges my thinking, makes me want to get better at shifting my view and solving from a different angle. I was lucky to grow my own practice this year; sharing the madness helps bring some clarity, but it also helps me learn a lot more about myself. I’m pretty grateful, again, to get to work with some wickedly talented folks.
• In February, I attended Interaction09 in Vancouver, and kicked-off the inaugural “Bromantic Dinner” with Jared Spool, Todd Zaki Warfel, Will Evans and Mario Bourque. It was legendary and I was appreciative–if not in awe–of the great company and great friends that had been so helpful to me along the way while we were wrapping up the book. I also tried oysters, and really don’t think I need to do that again. I was also lucky enough to sign-up a few speakers for the IDEA Conference later in the year. I’m hopeful that some of the side/back discussions can get resolved in 2010; so many folks with the same interests at heart and on the same page, it seems like things should align…
• Throughout most of January and the first half of February, I was also scrambling to wrap up a little project I like to call “A Project Guide to UX Design” (or A Project Guide to UX Design: For user experience designers in the field or in the making). This probably would never have happened without the help of Steve Baty. Why? Because he’s in Australia and could read chapters while we slept and give us timely feedback when we woke up. Think about Australia when you write your book! Writing a book was… well, it would have been a lot easier without a baby/toddler who ended up having some pretty serious allergies to dairy products–and the doctors didn’t figure it out, we did, after an insane battery of tests that caused me to miss a few events. Beyond that, it was an awesome experience, even after chopping out pages upon pages of copy, because…
• In March, I attended–and spoke at–my very first SXSW with Sir David of Armano in what was called a “Core Conversation” on the topic of “Friendship is Dead”. Look, David was the star of that show; I just started the idea (which was initially slated for myself, David Armano, Bill DeRouchey and Matthew Milan) and his name brought us the room full of people to listen to what we had to say. I don’t have any real misinterpretation about my own draw, but I certainly saw a few familiar faces in the chairs and I’ve spent more than a little bit of time exploring our online relationships. I’d say I held my own, at least until we got to…
• Cogaoke was crazy at SXSW. It was a karaoke contest and with a little (a lot, really) of frantic entering in of CAPTCHA to vote for yours truly, I got to take the very large stage in the very packed venue and sing some Hootie & the Blowfish. Wow, was I ever mediocre, but wow, was it ever fun!
• A Project Guide to UX Design also launched while I was at SXSW. I’ve got a lot of mixed feelings about how I feel we were handled as authors, especially as authors of what appears to be a fairly successful book. You might not know this, but authors do the lion’s share of the marketing–at least from my perspective. Publishers have the talent to recognize ideas and/or talent that’ll sell enough books to make a profit and they have the reach through distribution channels to help that along. For the most part, it was a lonely endeavor once we sent off the last pages and after we received our copies. Sure, there was a little hoopla and some marketing push here and there, but when you don’t know what to expect and you’ve been working closely with an editorial team for months and suddenly there’s nothing… Well, it’s a mix of emotions.
• Also in February–and I can talk about this finally–Todd Zaki Warfel and I put together a book proposal and submitted it to a couple of publishers. One publisher was very excited and spent a fair amount of time at SXSW talking to me about it, sent along a few emails about their excitement since they hadn’t published the previous book (they were interested, but the timing came in as the deal was being finalized with Peachpit) and then disappeared in a cloud of “other stuff happening”. That’s okay; it’s how it works, and I’m not bitter about it–it is what it is. Mostly, however, this proposal didn’t get any real traction until much later in the year. After SXSW was (hung)over, next up was…
• The IA Summit in beautiful Memphis, Tennessee. I was nearly a zombie after the run at SXSW the previous week, and I recall spending the afternoon in my room at The Peabody on a client call, but feeling elated that I was in one of my favorite cities in the country. The next day, my wife arrived and she got to meet everyone, hang out away from the kids and I got to be on the “Evolve or Die” panel with Gene Smith, Josh Porter & Christina Wodtke as well as give a solo presentation called “Heuristic Evaluation for the Pitch Process”. March was a blurrrrrrrr of epic proportions thanks to all of the traveling back and forth and presentationing.
• Right after the IA Summit, I got together with Todd Zaki Warfel, Fred Beecher and Will Evans to hash-out an idea that we’re going to be discussing in 2010 titled, “The Right Way to Wireframe”. I think it’s important that we put our money where our mouths are and decided to ask these fellas to step up and show our process and samples of our work and share it with the world. Fortunately, they bought off on the idea and we had a pretty nice proposal put together for a couple of conferences that has been very well received–far better than our expectations (except for CHI, which, well, whatever).
• April found Carolyn and I presenting at the Voices That Matter Conference in San Francisco. It was great to share the same space with so many other bright minds and great speakers–and frankly, intimidating to some degree, but getting to spend time hanging out with Steve Portigal, Christina Wodtke, Robert Hoekman, Jr. and a lot of the really great people at Peachpit / New Riders. Gotta be honest here: we didn’t do so hot. I like to blame it on presenting on the last day AND after Jared Spool and a flat room, but I don’t think we–or at least I–projected the energy we needed in the room. The reviews were far from great, and I took a few things away from the experience. But it was also odd, because just a few days later…
• Carolyn and I presented at the Chicago Interactive Meetup on the exact same topic and we really held the room and got really high overall remarks. Each audience is different, the energy of the speakers is different, home turf advantage, etc. Who knows? But we did a lot better and restored a bit of confidence that I was needing at this point in time.
• May came along and I had to miss the Web Strategy Summit put on by the brilliant minds at nForm. Everyone at nForm is top-notch and world-class (if not thought leaders, right? No, really…) and they completely understood when I had to back-out so we could get Avery in for some more tests to try and figure out why she wasn’t sleeping right, was fussy, stuffy, and an all around mess. I hated missing this conference and it was one of the biggest letdowns of 2009 for me. I’m hopeful that now that Miss Avery seems to be sleeping and on the right track, I’ll have another opportunity this year.
• Chicago’s UX Book Club also happened in May, featuring “A Project Guide to UX Design”. It was nice to meet somewhere that I could walk to from work, and also informally interview Abby Covert, who would be an addition to my “team” at Draftfcb. The whole event was great, and Chicago’s lucky to have Gabby Hon putting things together for us! My pal Steve Baty had started this UX Book Club thing at the tail end of 2008, and it’s done wonders for authors–I’ve attended a variety of meetings from Toronto to Minneapolis to Edmonton via Skype, and it was pretty great to be a part of. 2009 is starting off with more of these events, and it’s always a blast to get to engage with people who have an interest in the book!
• Somewhere along the way, Carolyn and I did a podcast interview with Peachpit which was a lot of fun for us, and helped get us some exposure for the book. The book also started getting positive reviews on Amazon and started making its way on a bunch of lists of books UX / IA / Designer-y types should own. It was fairly euphoric, when I wasn’t busy waiting for a horrible review to arrive and crush my already-fragile insecurities.
• June and July were just busy. Busy beyond belief. At work and on the planning front for the IDEA Conference. The IDEA team was busy wrapping up logistics, lining up speakers, planning a program, launching a website, getting registrations, making mistakes, recovering and generally propping each other up and making me realize what a great team I’d put together.
• At the end of July, I was able to bring my first employee on board. Just in time to take a much-needed vacation. Whew.
• At the end of July, I also flew out to Philadelphia during my vacation and went to the Philadelphia UX Book Club put on by Roz Duffy (@stellargirl) and hosted at the awesome offices of Happy Cog. Afterward, we had some local drinks with a bunch of folks (and I got to meet the Cavaluccis!) and then had dinner at El Vez with Kevin Hoffman, Angela Coulter, Mick & Jen Carvin, Roz…and maybe another person snuck in there that I forget? (sorry) If you’re ever in Philly, go there, and get the surf & turf tacos! Then, my pal Livia Labate picked me up and I stayed at her place and finally got to me the awesome Amelia Pousson. I got to visit the really cool Comcast Center the next day when I trailed Livia to work – that place is awesome. Finally, on the way out of town, Liv and I got to eat some true Philly Cheese Steaks (and I bagged a handful to bring home with me).
• August brought us the Agile Conference in Chicago, where Todd Zaki Warfel, Joe Sokohl, Jonathan “Yoni” Knoll and I did some pretty fun and well-received workshops on User Experience. In 3 days, we delivered our asses off. It was unreal what we pulled-off and that we were able to raise so much money for a non-profit in such a short period of time (basically, just during the closing keynote dinner). To summarize: We Ship.
• August also brought ad:tech to Chicago. It was interesting to see where ad agencies sit from the UX perspective, but also from Social Media and Mobile. Personally, I submitted 5 proposals to ad:tech in Chicago and I think a couple/few to New York, but I never heard back–not so much as a “sorry, but you were not selected” email. Instead, I emailed them and received a “we’re too busy to email everyone, but if you don’t hear from us in X days, you weren’t selected” email. Hey, it is what it is, and these are my thoughts and I’m not disparaging them nor the event, but now I have expectations moving forward, at least.
• And then something crazy happened. I went to Zappos to talk to their UX team. Brian Kalma invited me out and I got to spend about 90 minutes talking and listening to them and then I got a tour of the facilities. Visit the place yourself and take the tour and I promise you that you’ll be sold. It’s a pretty awesome place and it’s nearly impossible to NOT think about what it would be like to work with/for them, no matter how happy you are.
• Mid-September brought about the IDEA Conference. From everything I can tell, the numbers hovered around 250 attendees, the same as in 2008, but we added significantly more sponsors and managed to keep our registration the same while cutting out a few expenses. I’m a harsh critic of myself and I was fairly depressed after the event, even in light of the mostly positive feedback that we received. The conference, however, was pretty good. I think most people enjoyed it, enjoyed Toronto and left feeling pretty inspired. Matthew Milan saved my ass and stepped in as a last-minute speaker replacement and then rocked the damn house with his “Innovation Parkour” talk. Guys like Matthew make you realize how lucky you are to have great friends. But, the event wasn’t perfect, and the mistakes that were made were mine to own. There was stress and strain (and a pinched nerve to combat with that kept making my arm go numb throughout most of the summer and fall–thanks, body, for getting old on me) and I didn’t perform as well as I should have to a few folks, in particular Jeff Parks, and I’m sorry that happened and I own the mistake. At the same time, people like Yoni, Abby Covert, Brad Simpson, Mario Bourque, Denise Phillipsen, Andrew Hinton, Will Evans, Melissa Weaver and a host of others really stepped-up and helped prop me up to keep things moving along with only a few hitches. Overall, IDEA09 was a pretty big success and appears to have been the best by the numbers.
• Right after IDEA, Yoni and I worked up a few samples for how to tackle the Repeat Email Address issue. It was wild to work on something like this together–sketching ideas in IM and code and throwing them live for people from mailing lists, twitter, etc. to comment on and give us inspiration to do more. It’s great to now be able to implement some of these myself and to see them from others starting to filter out in the world. We’d love to tackle more issues like this–if you’ve got one, bring it! It’s much better than pontificating about it message after message on a mailing list, after all!
• Somewhere along the way, October snuck up on us and I became president of the Information Architecture Institute. I also started speaking to many of the founders and previous board members and I’ve learned more than I could have ever hoped about our history. The board has a great set of directors, but always a shortage of time and bandwidth.  It’s interesting to me that a lot of people don’t realize that the board of directors is entirely volunteer–anything we’re able to do for the IA Institute is on our own time, after our work and personal time (or in some cases, in place of). I used to think that the board was rather cliquey when I wasn’t on it, and now I realize that we, as board members, are so infrequently able to be together in-person, that we do our best to capitalize it and catch-up talk to and see as many people as possible. What I can assure you is that we’re all approachable and we all look forward to hearing from you. Please don’t hesitate to reach out to any of the board members, and please don’t hesitate to volunteer. Please.
• I was also fortunate enough to get to work with Leah Buley and Todd Zaki Warfel to curate the Research track of content for the 2010 IA Summit. I can safely say that we’ve got some great speakers lined up and what looks to be a great program overall.
• Out of the blue, I got a note from SXSW asking me to curate a workshop for them on Information Architecture. Yoni, of course, tells me that since I’m president of the IAI and have written a book, I could pretty much be a monkey and they’d choose me for such a task. Monkey or not, it was still pretty damn flattering. I chose 3 1-hour sessions that will be on taking place on Saturday, March 13th, 2009, and I’m pretty excited about that, too!
• November and December brought about the announcements of a few conferences for 2010, so I’ll be happily speaking at some of the primary User Experience conferences in the first quarter of next year. More on that later (different blog post).
• Unfortunately, I had to decline speaking at UPA (Usability Professionals Association) in Munich in May of 2010. It really stung to turn down the opportunity, but it’s difficult to, as a speaker / presenter, also pay for the conference on top of the airfare and hotel, which is all on top of the time that is invested for preparation. Side bar: I think that a lot of folks think that presenters (or at least, me, in this selfish case) have an easy task. For me, I generally put in around 1 hour per slide and I try to do about 1 slide per minute, depending upon the talk, etc. This is generally my time, above and beyond the day job and above and beyond the family / personal / volunteer time. Woe is me, right? That’s not what I’m trying to say–I bring this upon myself and I really, really enjoy how lucky and fortunate I am to be able to put ideas out there into the community. And it’s work–hard work. But it’s good work, if you can get it, and you can, if you put your mind to it, start to change the world through design.
• December winds down 2009, but winds up starting the big giant ball rolling that is the IDEA Conference for next year. Getting together a pretty kick-ass team, if I do say so myself.
• Throughout the entire year, I struggled to maintain a balance of work and personal time. It was challenging, but I do my best to sacrifice sleep over family time; there’s an abundance of caffeine at my disposal, but face to face time with my kids is something I’d never be able to get back, so it wasn’t an infrequent case that my office light burned late into the night and my eyes had bags under them, but it was worth it, and it is worth it every night at dinner time when we talk about the day, what we learned at school and explore the learnings of an almost-two-year-old. I’m hopeful to continue the trend for 2010 and to even amp it up a bit. I mean, by now, I should be used to this stuff, right?
• Also throughout September, October, November and December, Todd and I continued to work through our book proposal. We’ve been through multiple reviews by other professionals and have revised our proposal to the point where it actually kind of has a gleam to it. Now, we’re negotiating the contracts, but I dare say we’re so close to wrapping it up that we’ll be officially Writing A Book(tm) for Morgan Kaufmann in 2010. It’s going to be 4 glorious colors and on the topic of Research Methods. I think you’re going to like it, lots, and I say that knowing that Todd’s book, “Prototyping: A Practitioner’s Guide” is nothing short of amazing. I also say this because over the past year of working together from–from proposals to workshops to insane meals with top notch wines (trust me: trust Todd with your wine selections!) to contract negotiations, we find ourselves on the same page, easy to negotiate/argue with and still maintain civility and friendship. It should make for some solid book writing and new workshops and I’d say we’re pretty excited for 2010.

Wow.

That took a long time to write and is officially longer than at least a couple of chapters in “A Project Guide to UX Design”. And I’m sure I left things off and forgot to mention some people (and I’m sorry if you feel missed here!). It’s been a whirlwind and I think I’m sufficiently steeled and ready for 2010. I’m nervous and excited and it’s a big year all around.

Let’s do this.

Peachpit Interview Transcript – A Project Guide to UX Design with Russ Unger

Peachpit did a podcast interview with Carolyn Chandler and myself a couple of weeks ago, and I was fortunate enough to be able to transcribe my parts it. Below are my answers to the questions that were asked of us.

You can also listen to this online, or download a copy of the interview from Peachpit Author Talk.

What is user experience design?
In the book we define it broadly as “The creation and synchronization of the elements that affect users’ experience with a particular company (or product), with the intent of influencing their perceptions and behavior”.

That’s true–but I think that most people today tend to focus on the more digital aspects of user experience design; websites, software applications. But really, it gets down to considering all the pieces of the whole. That includes business goals and objectives, user expectations, desires and needs–oh, and what can be done within technical, time and budget constraints. All of this wrapped in the context in which the users would be interacting with it.

That’s not to say that we’re making trade-offs, per se, but that there’s rarely an environment without some degree of friction that presents you from doing what you’d do in a “perfect world”. It’s not just boxes and arrows, mind you. There’s a lot of thinking in the work that user experience designers do.

It’s almost never a perfect situation, but then again, that’s what makes it interesting!

What are some of the problems that arise when considering UX design? What challenges might other team members present?
The biggest problem that I see is when aspects of UX design aren’t considered necessary. In many cases, clients want an “expert on user experience design” to make all the decisions for them, and when they don’t agree with the proposed solutions, they sometimes may strongly suggest that a design behave a certain way–against the advice of the UX Designer. Good UX Designers know what opinions are like, so they’ll recommend that designs should be tested with users–and that step may get overlooked, resulting in a design that is either ill- or uninformed.

As far as other team members, the most frequent challenge that I’ve seen and hear of is lack of collaboration. User experience design doesn’t end when a designer is handed a wireframe, a developer is handed a functional spec and design files–it evolves. User experience designers know this, and they need to be engaged throughout the rest of the phases of the project–we’re flexible and we’re working toward the best end result, not laying down the law in document format. Collaboration helps us improve the experience and presents opportunities for us all to continue to learn from each other.

Who do you think really “gets” user experience design? Who is doing it right?
At the risk of seeming like a fanboy, I’d say that Jesse James Garret and Jared Spool really “get it”. I’ve been fortunate enough to speak to both of them over the course of the past year or so, and if nothing else, they really help me understand how far I have to go.

Jesse and Jared both have spent a lot of time observing and sharing information outward–if not pushing it to us–to pay attention beyond what’s directly in front of us. If you’ve been fortunate enough to see presentations from either of them, not only will it blow your mind, but you’ll find your way of approaching problems a bit different. Jesse and Adaptive Path have put together some pretty fantastic, well-thought and forward-thinking prototypes of web browsers and medical products and Jared has shared the findings of years of research to help us understand “real” behaviors, and the real value of research in the user experience design process.

For good measure, I have to throw in Stephen Anderson, who has given some pretty fantastic presentations around the influence and persuasion of design. He’s also a speaker at the IDEA Conference in Toronto in September this year.

You know who else? Dr. Temple Grandin. She’s written a few books that deal with her experience with Autism, but also how she puts into practice her visual thinking in order to be able to “test run” anything she’s designed. She has a great ability to put empathy into practice, and that’s something user experience designers should all strive to emulate.

Finally, Paul Arden, author of “It’s Not How Good You Are, It’s How Good You Want To Be“–it’s a quick and easy read and has so many tenants that are so simple and that just sort of smack you upside the head.

What is one of the most common errors people make when designing for user experience?
There are a couple of things here–for me, when I first started out, I spent a lot more time opening a tool and getting started and then revising the heck out of the product. Now, I’m notorious for walking around with pencils and paper–I sketch everything, several times, prior to even opening up a digital tool and getting to work. And, even then, I find that I make enhancements from my sketching when I’m transferring to digital.

I also think that we tend to forget that our work isn’t about US, but it’s about the work–that is, we should not be taking offense at criticism, but taking feedback that drives us to better designs for our users. I’ve been saying it a bit more lately, and Peter Merholz mentioned it a few years back: The crit–being very critical of our designs, beating them up, taking no prisoners and attacking them, these are the things that will make our designs better in the end. We also get to be the gatekeepers of what we do with the critiques, but there’s a lot of value in even the most negative of comments. We’ve got to be able to face those head-on, and get to the point to where we request, if not require, the feedback prior to putting anything in front of a user or a client.

What advice would you offer others who are just beginning to tackle user experience design?
I believe that all user experience designers are “rotten with imperfection”–every time we get something we lust for, we choose something else to want. User experience design is similar; it does NOT end–once you’ve turned over a great finished product… well, it’s not finished. It’s time to evaluate, update and repeat, because users are pretty “rotten with imperfection”, themselves.

Embrace the rotten-ness. Don’t look forward to the end of a project, look forward to the next opportunity to improve.

Tackle the things you’ve not done before–Robert Hoekman, Jr. asked me what I think “we” are, and I said, “adaptable”. User experience designers need to be just that–it’s a young field. There’s always going to be something you’ve not tried before. Dive in. Fail, fail well, and hopefully fail in the right direction, but don’t stop asking questions and don’t stop learning from your mistakes.

Oh, and get involved in the user experience design community–the Information Architecture Institute, Interaction Design Association, UX Net, Usability Professionals Association and a whole slew of UX Book Clubs are all great organization and are all continually looking for volunteers to support their efforts. Volunteering is a great way to get experience and work with some of the top minds in the field. I can assure you I wouldn’t be where I am today without them, and I doubt I would have found my way to writing a book without being involved.

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Video Interview at SXSW with Russ Unger

Wow.

Feels so very vain to type that.

But, if you’re interested in seeing my ugly mug and listening to me talk about the book, “A Project Guide to UX Design” that I co-authored with Carolyn Chandler, please, check out the video!

Click here to see the video interview.

Feel free to lob tomatoes at your monitor as you deem necessary.

Where’s Russ? (Spring 2009 Presentation Schedule)

Now that the heavy lifting for the book is pretty much complete (from the author perspective, of course), I have a few things that I need to get moving on.  Spring is going to be busy and fun, and I fully expect to learn a lot.  As of this posting, March and April are pretty busy months, and if you happen to be around at any of these places, please stop by and say hello!

South by Southwest (SXSW)
Austin, TX
March 13 – 17

I will be presenting a “Salon” with my good friend, David Armano, on Saturday, March 14th, from 6:30 – 7:30 pm at the Downtown Austin Hilton.  We will be presenting on the topic of “Friendship is Dead”, discussing how the proliferation of social networks have impacted what it means to be called a “friend” these days–is the world getting bigger and smaller at the same time?.

Apparently the Salon is a new thing for SXSW, and they’ll be providing some food and drinks (can’t say as to whether or not those will be alcoholic beverages, but with a sponsor like Miller Lite, we can all hope–especially the two of us who happen to be presenting!).

Information Architecture Summit
Memphis, TN
March 20-22

Also on March 18th, with Mario Bourque, presenting the workshop, “Career Workshop for Information Architects and other User Experience Professionals” from 8:30 – 12:30.

In addition, I’m on the “Evolve or Die” panel with Christina Wodtke, Josh Porter and Gene Smith (all of whom are, to some degree or another, in a bit of a hero light–and coincidentally, also Peachpit Authors).  Swing by and hear my dystopian view on Little IA, if you’re so inclined.  We must, after all, evolve, or we shall, indeed, die. Or at least become something a lot more like a commodity. Meh. Who has time for that type of boredom?

And, finally, to round off a tour of BBQ, Elvis, Sun Studios and beer-drinking goats (trust me, you’ll see), I’ll be giving my talk on “Selling IA/UX: Heuristic Evaluation for the Pitch Process” in which I’ll spend a little time engaging a crowd of 2s of people to discuss how low-hanging fruit can not only help you better engage your own teams, but how it can be a nice packageable deliverable for your pitch process.  Bonus: I’m going to give you a template to work in, as well! Yay!

Voices That Matter: Web Design Conference
San Francisco, CA
April 27 – 30

Early Bird pricing is through March 12, which is $200 off the normal price, plus, as my friends, Plus, I have a $200 “Friend of a Speaker” code that you can use: WBASPKR

Save some dough, see some insanely smart people and get your learn on!

Carolyn Chandler and I will be at the Voices That Matter: Web Design Conference presenting “Learning to Love Tension, Disruption and Chaos”–three different approaches that can lead to better design.  We’ll also be supporting the release of “A Project Guide to User Experience Design: For User Experience Designers in the Field or in the Making” (you can use the code “UXDESIGN” to save 35% at Peachpit and get free domestic shipping!), and we’ll be there with a great bunch of authors and presenters.  The learning will be fantastic, and I hear that the weather will be, too.

Apparently, I will be spending the next few conferences following around Christina Wodtke & Jared Spool. They’re very good company, and it’ll be nice to see familiar faces while I travel to do a little promotion of the book, as well as highlighting the strengths of Draftfcb’s interactive and digital capabilities.

If you end up attending any of the above, please don’t hesitate to introduce yourself!

I’m also working up a few other presentations that will be nice additions to what’s listed above. More on those later…

A Project Guide to UX Design: Why We Wrote the Book

This is the unedited, unabridged version of what started out as the introduction to the book, but a lot of it got edited out–it made sense to do so, but I think the story is worth telling. –Russ

I’ve been a mentor for the Information Architecture Institute for a couple of years now, and I started to notice a pattern (go figure) amongst the people that I was helping.  Most were either in positions where they were having difficulty landing jobs or they were not aligned with the expectations of prospective employers.  Some had outstanding education, but not always enough practical application of their UX design skills in a project-based setting to help them find ways to become engaged.

Then, I attended the Information Architecture Summit in 2008 and met a lot of new people, including a few people who stopped by the IA Institute’s Mentoring Booth.  The same themes seemed to resonate.  As I spoke to more and more people, it made sense to me that a book like this could be useful to many in the UX design field.

While at the IA Summit, I skipped a session and attended a focus group-like session with Lou Rosenfeld (Rosenfeld Media) and Kevin Cheng to discuss Kevin’s upcoming book “See What I Mean” that will teach you the process of using comics to communicate ideas.  My mind kicked into overdrive and I recall sitting there, trying to add value to the conversation while trying to jot notes onto my phone for future reference.

As is usual when people return from a conference that they got a lot out of, I returned back to Chicago exhausted—and fully energized and ready to take on the world again.  I reviewed my notes and I started creating an outline of what the project process has looked like to me over the years.

Out of the blue, either Carolyn Chandler or myself sent an email to the other, and the topic of my outline came up.  I shared it.  Carolyn sent a response with her own views and opinions.  The outline was revised.  Then descriptions started being created so that the outline made sense to us—and to other people who were kind enough to review what we were creating. Eventually—and by eventually, I mean a few months into the book with Peachpit—we came up with our final outline that became the book that is in your hands today.  Instead of trying to tackle the project alone, I found a very willing and capable co-author who was up to the task.

It was clear to me that Carolyn and I had a degree of overlap and very clear areas where one had more depth and focus than the other.  As you’ll see from the chapters, it was clear to us who fit where.  We set out to create a book to help you move through many of the steps of the project process, including some additional information to help you understand just what the heck the project process is, and a few other morsels that should help you if you are setting out to do this on your own as an independent consultant or a freelancer.

As you’ll see in many chapters of this book, we’re not trying to be everything to all people.  You’ll also see that we’re trying to provide you with the core information and knowledge that you should have to perform many of the duties you’ll be assigned as a UX designer.  You’ll see that beyond our own examples, we’re quick to provide you with examples that help you identify ways to jumpstart the basic materials and allow you to mash-up the information and create something newer, better, or even more suited to your own purposes.

We hope that we’ve done a decent job of articulating that this is a pretty good project approach toward UX design based upon the collaboration of a couple of people who received input from other people to get to where we are today.

We’re nothing, if not constantly trying to learn and improve <whatever we do>, with each iteration.  It’s why, to a degree, we’re in this field.

Welcome to “A Project Guide to UX Design”.

(Coming in March, 2009 on Peachpit Press’ Voices That Matter series)

(Check out the Facebook Group, too!)

Do We Really Need Associations, Anyway? Do They Need Us?

Within the past few weeks, I’ve noticed a lot of things happening around me that have made me wonder about the validity of professional associations of sorts, and if we really need them.

In general, I think the answer is “yes”, but mostly, I have to wonder if the add-on to that is “but for how long?”.

I’m not going to pretend that organizations like the IAI (full disclosure: I am on the Board of Directors) and IxDA haven’t helped me, personally, make many of the social and professional connections that I have today.  But, that was before.

Before all this social network stuff sort of just asploded in our faces and made everything so intimate, public and NOW NOW NOW!!

I’m grateful for these organizations, actually, as long as they work.

So, to answer my questions, I’d say the answer on both parts is:  YES

But the time is critical for them, I fear.

BUT… I think both need to evolve a little in order to find the right way to keep it all under the same roof.  There’s no problem with people owning initiatives, and it’s awesome that people can, over the course of a holiday weekend (in the US, of course) crank out 110% awesome.  The world wants things RIGHT NOW, and that makes waiting even more difficult than Tom Petty ever imagined. Organizations love to talk about and hate their red tape and people love to talk about and love/hate their organizations response times and excuses of the red tape.

It kind of stinks. But, it’s also a reality.  There’s got to be a way to make things happen and get organizations and “their people” all engaged, enabled and empowered to “get stuff done” so they can meet in the middle. There’s got to be some sort of an open framework we can create where people start running as fast as they can and as fast as they want with great (or not great, half-cocked, hair-brained) ideas and make them work for both in a way where both reap the rewards.

I’ve watched as people have identified a number of reasons why events should be near them (and sadly, watched while even less than Pareto would be happy with identified themselves as those willing to take part in the preparation and organization of such things), griped and/or yelled and/or bullied about certain attitudes and approaches to different locations and even, I’m sad to say, as people have thrown up their arms and politely asked, urgently requested and all-out yelled and hollered their requests for assistance.

Unfortunately, I watched those requests get sent, and then watched forward motion get made without support.

In fact, over the course of a holiday weekend in the United States, I watched Steve Baty take his half-baked “UX Book Club” idea and start to bake the hell out of it with his peers–many he’s never met, and some he may never meet in his life.  Will Evans and Andrew Boyd jumped-in to help, without any real call for support and they helped inject more excitement and energy into the project.

They organized.

They plotted.

They schemed.

(Admittedly, I got involved, thumb-tapped away on my iPhone as furiously as I possibly could and tried to keep up from the remote reaches of the inner-midwest USA)

They found new ideas from their existing ideas.

They created new ideas–blew them up to bigger than better than any one of them had dreamed-up before.

Mountains were made out of idea molehills, and frankly the whole world looked a helluva lot better from a “wow, that’d be really kick @$$” perspective.

They used the hell out of the back-channel to get people active, excited and to make sure they were missing as few opportunities as possible while engaging as many people who could help them.

They did this without the assistance of associations, organizations, fax machines, the USPS or DHL delivery service.  The did this without worrying about whether or not the location was one that suited everyone.

They did this because they love what they do, they love being active and they have heart, soul and no real spare time to donate to their communities, but they figure they can give up an extra hour of sleep a night to make something worthwhile.

How come so few people want so much but can’t come up with the same type of inertia–if I tried to stop Steve right now, he’d plow through me like a Mack truck going over a puddle.  This thing is happening!

And it’s awesome.

But “they” own it. That is, there is no owner beyond this collective of unorganized people who decided that their locations could read books once a month.

They DO need the support of organizations–organizations can help them with (perceived?) purchasing power, greater reach, and the potential for more opportunities and growth beyond these local book clubs.

I mean, if someone has the gusto to pick up a book and read once a month, maybe they also want to sit down once a month and watch a presentation on <something> or they want to grab a beer with others and talk about <something> or they want to schedule their own “camp” type of thing.

They DO need organizations. As Marc Andreesen says (courtesy of Christina Wodtke), “Organizations are GREAT distribution channels.” (okay, so Christina clarified this below, but I think it still stands)

Hell, they’re a great place for like-minded people to get together and change the world, rattle the status quo and shake the foundation of just about anything they set their minds to.

Organizations DO need them-these people are THEIR leaders of TODAY and TOMORROW.

One can do without the other, however. One can create the other, however.

One SHOULD inspire, engage and activate the other.

My point is that I think a lot of us get frustrated–I know I have, and I do–and we forget that these things all really do have connecting points and dependencies.

Most of us work in the User Experience space (if you’re reading this blog, at least I think you are)–you/we should all be connecting these boxes and we should all be wanting to solve these problems. We should be taking advantage of this “whatever-point-oh” web/world that we’re in and FIND NEW WAYS to be excited and energized and CREATE SOMETHING BETTER.

Because if we don’t, someone else will.

Will you?

I will.

In the upcoming weeks–nay, days, I will be sharing my initiatives for 2009 as a member of the Board of Directors of the Information Architecture Institute. None of these are impossible to achieve and all of them are valuable and will be worth your time if you choose to participate and/or lead these initiatives with me.

I can’t do it alone, and I want your help.

And you can make my ideas better. More awesome. More YOU. Oh. My. God. Think of how cool that is to see a seed turn into a tree right in front of your eyes and/or from the work of your own hands!

There are so many opportunities for us–from having fun to getting really dorky-technical.

It’s there. If someone hasn’t thought of it–and even if they have–pick up the idea torch and give it a try.

There are big things to be accomplished in 2009, and there are all types of leaders needed–in organizations and in the world at large.  Organizations always need more leaders and volunteers and will present you with opportunities you’d never dreamt of.  If an organization cannot or will not support you, challenge them–better yet, challenge yourself–and start building something great, and present it to them.

Don’t just BE the change you want to see…

CREATE the change you want to see.

Book 'em, Dano

I’m writing a book.

About User Experience Design.

For Peachpit Press.

With my long-time friend Carolyn Chandler.

(I had started this blog post with the background first, but let’s face it, the news is better than the back story!)

Ever since the IA Summit back in March, my life has been an absolute whirlwind. No single event has energized me more and excited me more about the career that I am in. There are so many kind, talented people in this field–there’s never a loss for someone willing to offer input and/or advice–and only out of the interest in helping a colleague succeed.

It makes me feel lucky even to be in this field.

If I had a nickel for every time I sent out a private message to someone on twitter, shot an email off to someone I’ve never met but have bonded with through the various social, etc. tools out there or sent an IM or text message to all the other folks, I’d be more than willing to buy us all our very own chumby.

The good news–for me–is that I’ve not had to pay those nickels. The bad news–for you–is that I’ve never gotten paid those nickels. So, you know… No chumby for you.

It was a couple of months back that I sat down and started to put together some of the thoughts that were banging through my head. I had been mentoring a few people through the IA Institute and there were some common themes bubbling up and they seemed to be in line with some of my own experiences. As a mentor, I hope to guide my mentees through some of the challenges as best as I can, hopefully avoiding some of unfortunate situations that I’ve been through.

Frankly, I’ve made a lot of mistakes. Some embarassing. Some financially unpleasant. Some caused bridges to be burned. Some bridges did a fine enough job burning themselves without any real help from me. Some were filled with a lot of disappointment.

In all cases, I made sure that I learned with every failure, no matter how microscopic and no matter how much it banged up and bruised my ego. There were a lot of times where I questioned whether or not I had what it takes to be in the business of business at all.

Like most things in life, however, tomorrow is always a new day, and all of those heartbreaking challenges led me to new lessons and new opportunities, and eventually, those painful situations started to be a thing of the past. Don’t get me wrong, there are always going to be bumps in the roads, but the bumps are a lot more managable these days and I’ve got an arsenal of all those experiences to help me out.

I thought that, much like some of the mentees I’ve worked with, many other people might share a lot of the challenges that I have had. I thought that, perhaps, I could spare them some of that pain, embarassment, bridge burning and even some of that financial discomfort.

I’m a nice guy, right?

(Yeah, well, take that with the humor it was intended with, please!)

I started putting together the outline for a book based upon those experiences and lessons learned. My thoughts were pretty simple–put this all into a nice little tidy package where someone could open it up and jump to any section and get the right information that they would need to appropriately arm themselves to handle the UX task at hand.

As I was writing the outline, I sent a networking email to Carolyn and we got into the “What’s up?” game with each other. I ended up sharing my outline with her and she had some fantastic feedback. Frankly, she also added a couple of ideas that were beyond my comfort zone and experience, but that also fit perfectly between the covers of the book that I was thinking of.

Carolyn is kind, brilliant, and generous to a fault. She offered to step-up and take on authoring challenges of some of the chapters for me–out of the kindness of her heart, and out of interest in being involved in such a cool project.

I would be foolish to turn down such a generous offer, so I didn’t. I didn’t stop there; we had been brilliantly playing off of each other in the back-and-forth of the outline, we had a built-in respect and sort of a nurturing and guiding toward each other’s content.

It was pretty cool and pretty exciting to process to be a part of.

So I asked her to simply be the co-author of the book.

She accepted.

We started putting together an outline and started going back and forth between some peers, asking questions, doing the research, making connections and, as of right now, we have officially signed with Peachpit Press to write a book that was tentatively titled:

User Experience Design for Small Teams with Large Responsibilities

We’re pretty sure that’s going to change (try saying it 10x fast!), but the book itself is underway. We’re going to cover a lot of a UXD process and a couple of other fun things that will help guide individuals who are new to the field, new to freelancing or who need some guidance through a project.

I am very excited about this opportunity and very lucky to have such an awesome co-author. I would also be remiss if I didn’t thank a bunch of people (who are not Carolyn), in no particular order: Bill DeRouchey, Christina Wodtke, Dan Brown, Lou Rosenfeld, Steve Baty, Donna Spencer, Wil Wheaton, Xian Crumlish, Mario Bourque, David Armano, Troy Lucht, Tom Napper, Brad Simpson, Kevin Cheng, Chris Miller and Kurt Karlenzig. All of these folks (and I hope I haven’t forgotten anyone; apologies if I have!) happily offered advices, reviewed notes, kicked me in the seat of my pants and/or criticized and praised where it was needed just to get this to point.

I can’t imagine what they’re on the hook for next, but when you’ve got even a moment of time to bend the ear of folks of this caliber, you should consider yourself pretty blessed.

I know I do.