Sketchboards, wireflows, story maps and UX journeys

January 7, 2013

Sketchboards are popularised by Adaptive Path. Wireframes as a first step are too slow and detailed. The collaborative use of the sketchboard opens up the design process to everyone involved (all stakeholders including clients, visibility for management). Designers need a quick way to explore many different possibilities of the bigger picture, solo or in collaboration.

Related concepts

User flow –

Sketchboard – your starting point?  “inspirational material such as personas or requirements are used as a starting point to drive the conceptualization process”

Experience map – typically showing the full concept, official deliverable and usually not sketched

Canvas flow

Wireflow – mix between wireframes and user flow

Speech bubbles – used as a starting point per user, or showing the thought processes step-by-step for one particular user, these are annotation elements

Customer journey mapping

The process, coarsely speaking

  1. Get out a big sheet of paper (2-3 meters) and stick it to the wall
  2. Use sticky notes to divide the sketchboard into broad topics like Design/User Personas or steps that your users will take (signup, log in, edit details, close account, etc).
  3. Use paper or the UX Sketchbook to start roughing out ideas or thoughts
  4. Stick them to the board  (DS: preferably everything is sticky and can be moved around)
  5. Move things around

From: Sketchboard before you wireframe – Treehouse Blog

The process, detailed steps

See http://www.slideshare.net/ugleah/sketchboards-prototypes-presentation
and http://www.boxuk.com/blog/using-sketchboards-to-design-great-user-interfaces

1. Gather the  inputs:

On the left side of the sheet (label it “Input” and optionally draw a dashed vertical line to separate it from the wireflows that sit on the right-side)

– sitemap

– scope items

– objectives

– add criteria  (requirements/user stories)  (

– users  (personas, facts)

– success metrics

2. Sketch, sketch, sketch

Start sketching on separate papers

  • Start with 6-up (A4 landscape) multi-page templates (a.k.a. thumbnail sketches) to explore one problem from different angles, or explore a possible flow  (example) (template)
  • – Focus first on quantity. Go right-brained. Your goal here is to come up with many different ideas or usability solutions without being too critical or pixel-perfect at this stage.
  • – stick them up on the board
  • – “take a step back and think about which one works best. Maybe [it’s a hybrid]. Do another thumbnail sketch if this is the case, then” go for the 1-up template.
  • – don’t use pencils, just scribble it out to not get perfectionist over the details

Then sketch full pages using this single-page template (1-up) to “zoom in” on a particular thumbnail idea with slightly more detail

  • – add headers, visual weight, functional elements
  • – remain sketchy, don’t overdo it on the fine detail

3. Start your sketchboard

  • Divide it into steps that your user will take or stages of user process  (these should be labeled big)

– “Once you’re happy with the position and grouping of your sketches, replace the Post-It headings with inked ones – a big chisel tip Sharpie works well (just make sure the ink doesn’t bleed through the brown paper and onto the wall!) ”

  • Roughly organise  your problems and constraints
  • Optionally add research findings, competitor examples and other inspiration libraries
  • Select, evaluate, discuss, critique, decide – collaborate!

4. Share and iterate

– take it to your team in a tube

– take (seperate) notes for feedback (not on the board)

– go back and add summarized changes as annotations to your board

“During the evaluation sessions, annotate your sketches, use Post-It notes, and amend or create new sketches as required to capture feedback, suggestions and corrections”
5. Start wireframing

– THEN make the wireframes and/or prototype on the computer

Learn more about the process

Sketchboard examples

Screen 00000

Sketchboard - priorities added

full58

http://wireframes.linowski.ca/2009/05/sketchboarding/

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http://blog.teamtreehouse.com/sketchboard-before-you-wireframe

UX flow examples

 

Resources

$ Tools

– Drafting dots  (sticky)

– Mobile whiteboards  (lightweight, useful if you lack wall space) or large piece of cardboard

Examples

https://www.flickr.com/photos/13513390@N05/albums/72157663384228863 Tip

http://pinterest.com/Webhode/user-experience/

 

Related articles

http://uxdesign.smashingmagazine.com/2012/01/04/stop-designing-pages-start-designing-flows/

http://conversionxl.com/how-to-design-user-flow/ 

http://experiencinginformation.wordpress.com/2010/05/10/customer-journey-mapping-resources-on-the-web/

See also:

Types of deliverables WP post

Learn more

http://konigi.com/book/sketch-book/work-fast  TIP videos

More videos @ http://lanyrd.com/search/?q=sketchboard

http://www.usercentered.de/links/design-studio-und-sketchboards-materialsammlung/

Ideas, tools, alternatives

A.K.A. : Mindmap, wireflows, wiremaps, user flows, customer flow, user journey, concept maps, ux flow, ux flowchart, and sitemaps.

Prezi (ZUI) is a less linear, more free-form and animated way of telling a story. Alternatively, zoom in manually in powerpoint, or another way to easily navigate in a large canvas.

Story maps (hybrid between storyboard and UX map) @ https://nl.pinterest.com/pin/108438303505882523/

Swimlanes

UXpressia allows you to create digrams they call “Impact Maps”, starting with Personas. The fixed template allows you to add cards and connectors for the following stages: business goals > personas > impacts > deliverables > user stories

Collaborative design workshops

http://jasonfurnell.wordpress.com/2010/12/01/facilitating-collaborative-design-workshops-a-step-by-step-guide-for-rapidly-creating-a-shared-vision-for-execution/

 

Philosophy

“For complex products, it’s helpful to understand the system at a high level, before anything gets fully designed, prototyped, or built. I like to call this method of flowcharting “wireflowing”. It’s a hybrid of traditional sitemaps, flowcharts, and wireframes. The benefit is that you can start to make UI-level decisions & establish consistent patterns quickly, while maintaining a relational understanding of how everything fits together.

 

Customer flows: design principles

[Seperate post]

More tips in dashboard design and information design (info visualisation), design for simplicity, etc.

Do

The main focus should be a self-explanatory journey that can be easily shared.

  • Show where it starts (usually upper-left corner)
  • Provide focus, focal point (play with prominence)
  • Split it off into separate posters (don’t cram it all on one page).
  • Try a chronological left-to-right approach, showing the journey from start to end
  • Landscape usually works better than portrait (for both screen and wall viewing)

Don’t

  • Avoid long arrows, too many arrows. Re-order the screens to fix this.
  • Use too many colours. Be consistent with colours.
  • Use too much text

http://www.uxmatters.com/mt/archives/2015/03/tools-for-mobile-ux-design-task-flows.php

 

More

See my GetPocket (wireflows)  + FB saves

UX journey mapping course @ Safari Books Online