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Creating a site schematic

Friday March 25, 2005

Wire frames, site maps, I am never sure what the correct term is but whatever you want to call them they are fast becoming my new best friends. I quite like 'schematic' because the end result sort of reminds me of a diagram of a printed circuit.

schematic screen grab

Disclaimer

I am becoming increasingly aware that publishing information such as this on the web is a responsible act, and for this reason I feel compelled to state that these are simply ideas and are by no means the correct way of doing things, just may way. This is only intended as a quick and somewhat incomplete overview, I have provided links to further reading at the end of this article in the hope of building on what is touched upon here.

The problem

More and more I am finding myself in situations where it's not just me and an individual client designing and building a website, there are usually a few other people involved: graphic designers, programmers and the client (which may actually be 3 or 4 people, one of whom is someone's nephew, who is a web designer don't ya know!). Often it also the second time around for the client's website and the project is considered a 're-design' of the old site.

To a client, the word re-design often means tart up the graphics and bingo, job done. To me a re-design means re-structuring the site, looking at where it works, finding out where it doesn't work, finding the areas that are confusing to use and, of course, turning the whole thing over to web standards. Communicating this in simple language that everyone can understand can be really difficult, finding out what the client actually wants is another great challenge, communicating all that back to the design team is another task in itself.

Over the years I have found myself in a number of difficult situations, all of them through bad communication, all of them leading to increased development time, ultimately leading to loss of profits:

Design don't fit

Clients really want to see some visuals, as soon as possible, and I have fallen into the trap one too many times. You produce some design mock ups then get the content and realise there is not a chance in hell that design is going to work with that content. Try explaining that to a client who loves the look!

Can you just add...

The dreaded feature creep, where the client requests a few 'minor' features and suddenly you find yourself with a load more work to do, or a situation where suddenly the design don't fit no more. The worst case I ever had was a site that was supposed to contain 34 pages and a password protected area, through misunderstanding and bad communication the site ended up with nearly 200 pages and two password protected areas. Because of the bad communication it was difficult for me to charge for the extra work, not good!

It's not what we were expecting

Not one I have suffered from often but only through sheer determination not to let the client down, this relates very much to the 'can you just add' request but this time the client says nothing until the launch and then realises they had actually wanted something different after all.

The bottom line is, I have had to learn, sometimes the hard way, that although a client may nod and agree with everything you are saying, they could well be thinking about the holiday in the Caribbean they are about to take, and it won't be until half way through the project that they will reveal the truth, ooooh! is that what you meant, I misunderstood can we change it?

Too many cock ups were starting to put me off the web design business and, credit where credit is due, it is only through reading the likes of Andy Budd and Malarkey that I have managed to bring some sort of order to my projects.

Trying to fix the problem

Before you can propose an appropriate solution for a client, you need to get to know a bit about them and this I find quite tricky. I often find myself competing against another web design group who, inevitably, say they are going to do it cheaper, faster and better. It's a bit of a balancing act, you don't want to reveal your full hand, giving away all your secrets to the other web designers (one member of the team also being the managing director's third cousin). On the same token you need to extract enough information to make the right pitch. I have started offering a really simple questionnaire for the client to spend ten minutes filling out (you can grab a sample PDF here). This questionnaire is not designed to answer all the questions that need answering but simply to give an overview of the client, if I win the project a second 'bespoke' questionnaire is sent and goes into a lot more detail.

Typically, the questions can reveal some interesting stuff, for example:

  • Would you like to update your own website? yes.
  • Is the person who will be responsible for updating the site familiar with HTML? no.
  • Would you like to add photography to your website? yes.
  • What software will you use to prepare your photography for use on the web? microsoft paint.

In just four questions I can already see that a text editor and an FTP client are probably not going to do the trick, and I might need to recommend Photoshop Elements with a wee bit of training.

I am straying off topic slightly but I just wanted to highlight this process of 'kick starting' the project.

The second stage of any project for me has become building a site schematic and you can see a simple example here(140k). This example shows a first build based on the answers to the questions given, the initial planning meet and, as is often the case, looking at the existing website. I would anticipate re-working this schematic as many times as it takes, until everyone is satisfied that the project is delivering what is needed. At this stage I will not have presented any kind of design mock up.

There are a number of reasons why these visual schematics appeal to me:

The home page

You can see instantly whether the home page is doing what it is supposed to, is it encouraging people to the parts of the site you want them to visit first? Is there too much information on the home page, or not enough?

Keeping it simple

If the schematic is starting to look really complicated then there is a chance that the website will end up the same. I find them really useful for looking at the usability of a site.

Who, what and where

I like the fact that you can see where data is sent to someone. Where should that go? To an email address or into a database? What happens to that data when it gets there? Are there enough points of contact?

On the example given there is no links page or indeed any other obvious 'exit point' but these can also be highlighted. It was something I did quickly for the re-design of this site and it is the reason my home page no longer contains a side bar full of links off to other websites, too many exit points for my liking!

A cure for magic wand syndrome

I find these visuals quite dramatic, even though I actually understand what is being communicated, and to someone who doesn't really know how a website comes together that must surely be increased. I don't excpect anyone but me to really understand what the hell it all means, so I always provide documentation to accompany the visual, or sit down with the client and talk them through it. What it does highlight though is that a website that works takes time and for that reason, it will take more than three days to put together.

For some reason I have started calling this the magic wand syndrome and it's the situation where the client thinks all we web designers do all day is have lunch with each other and then return to our machines, half cut on booze, three taps of the magic web wand, and the job is done. Some people find it difficult to believe that any effort goes into this stuff!

Summary

I think the real reason I like these schematic visuals so much is the amount of questions they generate. I am the first to admit that this part of the project can be hard work and a bit of a chore. What it does do though is give me back the enjoyable bit, the actual building of the website. With a seriously tight project brief and a very clear goal I can get on with what I love doing, HTML and CSS.

Further reading

I hope this has been of some use, here are some other articles/sets of articles I have found particularly useful:

  1. Kev

    1563 days ago

    Good post and a great example diagram. I call these exploded maps mainly as I used to work with a fusebox programmer who spent some time teaching me what he thought the correct terminology was – I’ve no idea whether he’s right or not though! The map is ‘exploded’ due to the way they’re almost a mixture of sitemap, wireframe and non-functional workflow.

    The thing I like best about them is the ability to see the whole site from a birds eye view and immediately see redundancies and non-grouped sections that should be grouped.

    Mind if I link through to this from Projct: New John?
  2. David Horn

    1563 days ago

    Thanks very much for this article … it’s so great to hear both the processes of others as well as the fact that so many of us share the same client frustrations / fall into the same traps.

    Thanks again. Coupled with a few Malarkey posts this will be right at the top of my list of ‘must read again and again’ articles!

    David
  3. Martin

    1563 days ago

    Excellent article. A wee bit worrying considering I just won a project based on a design pitch? Im sure everything will be fine though if I just follow your example from now on…. :S
  4. William Doyle

    1563 days ago

    Hello John…

    This is such a fantastic post. I only recently started offering my services as a freelance web designer and the first project I have worked on (and am still working on) has been such a nightmare and has even made me consider giving it up. Seeing a beautiful site turned into an ugly ball of bad practices, time extensions, design changes, and client last-minute additions has just put a bad taste in my mouth. However, seeing that I am not the only one who deals with difficult clients and that there might be a better way to handle it offers encouragement. I am curious about how much time you tell a client will be invested in a site. It is such an arbitrary thing and I find that the clients I have dealt with (first professional and now freelance) often want their results much quicker than what I feel is reasonable. How do you determine your time and what are some “typical” times?
    Again, thanks so much for this post. It is educational.

    William Doyle
  5. Joey

    1563 days ago

    Wow, great article. I think its going to help me with process of webdesign. I also read a Dutch book about this subject, and this article is a great supplement.
  6. Keith Bell

    1563 days ago

    I love the schematic, John. For some projects I attempt something similar, though the result is a bloody sight uglier: probably because I’m always concerned that while these diagrams are very useful, they can be time-consuming to produce and I might not fully recoup the cost of the time I spend on it.

    Feature creep is something I experienced as soon as I got into this business, and took measures to knock on the head. I find most clients like me to offer a fixed price for their site, so they know what their commitment is going to be. I’m usually happy to do that, but I make it very clear in the agreement exactly what is being offered for that price, and that additions and changes will be charged at a straight hourly rate, which ought to concentrate the client’s mind. Just as well, because I recently finished a job where the additions amounted to half the value of the original quote.
  7. Andrew Hume

    1563 days ago

    I wish I had read something like this when I was first starting out on my own.

    One of my first ever freelance projects nearly went very wrong, purely because myself and the client were on different wavelengths for about 2 weeks. It was hell, and very stressful in the end.

    It only takes one almost-disaster before you realise how invaluable work like this is. There’s no getting round it. Nice article.
  8. Josh

    1563 days ago

    Great article. Can we use your 10 minute questionnaire pdf for our own design businesses (with a few changes to fit our needs of course)?
  9. Matthew Pennell

    1563 days ago

    Excellent article. Is the example you linked to the same sort of format you would usually use to send to/talk through with your client – what do you use to create it?

    I only ask as amending all those arrows looks like it would be a pain if there were lots of changes over the lifecycle of the project.
  10. Rob Mientjes

    1563 days ago

    Holy crappers, that’s some sweet stuff John. Nice diagram, very good article. Why two good articles in one week contra aught in errr… months? ;)
  11. Schultzy

    1563 days ago

    Thats a realy cool diagram do you do that quality of diagram everytime and if so do you have a template that you use?

    All good help cheers
  12. Tom

    1563 days ago

    In your PDF, “are you happy for us to use webstandards?”

    I dont really understand why you would be asking the client, what happens if they say no? will you purposly creating invalid pages?

    oh and your tab order is messed up, when I hit tab it goes to the search box :(
  13. Jeff Smith

    1563 days ago

    Thanks for a great article John. I’ve grown very interested in information architecture over the last year, and have strayed almost completly away from offering a “look and feel” for a site up front. I tend to follow the same guidelines as you, a short questionnaire to get a feel for the client and what they’re looking for. Then, if I have content given to me, or at least an idea of the content, I start creating my wireframe mockups (similar to your schematic).

    I find that it makes my projects a lot more organized, not to mention that it creates a great paper trail if there happens to be a discussion at any point during the project about the scope, or the requirements.

    I’ll definitely be taking a closer look at your schematic diagram when I get a chance to see if it will help out my workflow processes.
  14. Frank McClung

    1563 days ago

    Wonderful article. Found myself laughing and crying at the same time. The magic wand comment takes the cake though. During the initial free consultation and information gathering session with a potential client, I ask what their budget is for website design/redesign. If it is under a certain amount, I either recommend a do-it-yourself tool or try to explain why their budget won’t fit their requirements or recommend someone more desperate than myself for clients (that’s hard to find these days!). This saves me the time of writing up a proposal just to find out their budget is too small (I’ve never had the other problem.) Keep up the good work.

    What did you use to create the schematic anyway? Visio?
  15. Vincent Grouls

    1563 days ago

    Although the diagram looks like a mess on screen, I’m sure it looks much better printed. Handy to hang on the wall while working on the project for quick reference as well.

    I must start learning to do this as well. I’ve already started sketching designs before firing up Illustrator or Photoshop (took me a good 3 years before I finally found I could do it!). Adding the diagram is only a matter of time ;)

    Great write-up!

    (ps, congrats on the latest site incarnation – it’s simply stunning)
  16. Tom

    1562 days ago

    I think I get it now, yea the tab key is a bit er annoying :(
  17. Sid

    1562 days ago

    First of all greatest diagram for I have ever seen, John. But then again im only a high schooler, also awesome tips on working with clients. Great updation to the site! Love the graphics and little “easter eggs.”
  18. Viking Karwur

    1559 days ago

    Thanks for the article. Cool!