The Delicate Art of Facilitating a Content Strategy

The Delicate Art of Facilitation from Design for Context

Good facilitation skills are essential for many content strategy tasks and projects. Guiding internal colleagues as well as external groups to shared, successful outcomes serves essential project needs, including: team and stakeholder consensus, a clear strategic vision, and the ability to see content in context.

Sounds good, but how do we best do this?

An effective facilitator does this by considering and balancing multiple individual perspectives and priorities within over-arching business goals--while also keeping user needs and goals at the forefront.

Design for Context’s Duane Degler discussed techniques and approaches to channel the passions and personal goals of each participant, effectively guiding the group towards successful outcomes. Come learn how to lead discussions, manage personalities, and adapt to the unexpected to benefit both clients and customers.

More insights

Duane Degler

Enabling Exploratory Discovery Through Taxonomy

Not everything can just be searched. “Aha!” moments deliver value. Exploration leads to insights and surfaces contexts. How do you prepare your content for these user experiences?
Connecting Art & Archives for Research, Discovery, and Storytelling

If you’ve ever sat in on a discussion between a curator and an archivist, then you understand the breadth and richness of stories hidden in collections. The Georgia O’Keeffe Museum has developed a scalable infrastructure supporting integrated information from art, archival, library and historic home collections. Collections Online is a vital shared resource for the Museum and the public. Exploring rich relationships reveals a wealth of contexts, perspectives, events, and places. Learn about how the Museum is envisioning the future of its publishing and collections-based storytelling.
Hello, Meet Hola! Design for Mixed-language Interfaces

A global online user population necessitates the exchange of content from different sources, and the ability to aggregate multilingual content is a critical requirement within many research and business contexts. To effectively reach a global audience and provide access to content in multiple languages, we must structure mixed-language content to support its successful presentation and delivery, and provide innovative designs that facilitate exploration. In this interactive session, we provide real-world examples for doing just that.
Business as (Un)Usual: How a UX Audit Can Help

It may be the understatement of the century to say that 2020 is not going the way any of us had planned. In the best of times, it can be difficult to justify the allocation of resources to assess and redesign your UX. And in tough times, like now, it can be especially hard to make needed progress, which is where a UX audit can really make a difference.
Sensemaking as a Learned Experience

Human ability to “make sense” in both sensory and information experiences is learned, then developed through attention and practice over time. This talk guides IAs, designers, and developers toward creating supportive environments for sensemaking. It outlines the role of language, symbols, structure, and tools that help us make sense of our interactions with information.
Don’t Document it—Prototype it!

In this article by Michael Owens, she explores the Catch 22 of traditional documentation: that whatever you write is inevitably going to be either too much or too little. Walking the tightrope between providing enough detail to be useful and avoiding too many words to be overwhelming can be a delicate balance to strike for any designer, and that's where prototypes can make all the difference.
The Delicate Art of Facilitation: Preparing for a Facilitation Session

A successful facilitation session is one where participants are empowered to achieve specific outcomes supporting a shared goal. In this blog post, Duane Degler and Karen Bachmann detail the most important aspects of preparing for a facilitation session to ensure that you set out with the right maps, milestones, and possible alternative paths at hand.
The Georgia O'Keeffe Museum Collections Website

In this demonstration of the Georgia O'Keeffe Museum's collection browse website, launched as a beta in September 2019, Duane Degler and the Georgia O'Keeffe Museum's Rana Chan discuss the project background, linked data architecture approach, and the O'Keeffe team's thoughts on the future. This webinar was presented to the Museum interest group of the International Image Interoperability Framework (IIIF) community.
Don’t Document It, Prototype It!

In this DCUX 2019 lightning talk, Michael Owens shares valuable tips about communicating UX requirements to your development team with annotated prototypes.
Linked Information and an Enhancement Ecosystem

In his Information Architecture Conference poster, Duane Degler offers key steps in the theory and practice of managing information as linked data, a framework that supports ongoing enhancement of digital resources, and ways to support cross-silo information resources within, and across, organizations.
The Delicate Art of Facilitation

Good facilitation skills are essential for many IA tasks and projects. The ability to successfully guide internal colleagues as well as external groups to shared, valuable outcomes serves a wide range of project needs – achieving stakeholder and team consensus, creating a clear vision for IA strategy, refining a taxonomy, to name just a few. This IAC2019 workshop builds activities around real-world scenarios from the presenters' own experiences that participants can use to plan for and guide their own work.
User and Information Design Considerations for Effective Semantic Search

Semantic search seeks to enhance the meaning in content, to more closely align the searcher and the available information resources. This means there is a strong user-centered aspect needed to unlock the benefits. In this NFAIS Conference presentation, Duane Degler explores strategies and considerations for best supporting your users through effective semantic search.
Know Thyself, and To Thine Users Be True: Understanding and Managing Biases that Can Influence UX Work

In her UXPA 2018 session, Karen Bachmann explores ways to discover and discuss biases constructively before they undermine work, look at case studies of products that suffered from hidden biases, and consider pragmatic approaches to manage their influence in our projects.
Going Global: The Intersection of IA and UX in a Multilingual Environment

In their IA Summit talk, Kate Blanch, Rachel Sengers, and Janette Shew discuss how to structure multilingual content to support its successful presentation and delivery, and how to provide innovative designs that facilitate exploration of that content.
Linked Collections and an Enhancement Ecosystem

In their ARLIS/NA poster, Duane Degler and Kate Blanch offer key steps in the theory and practice of managing collection data as linked data, a framework that supports ongoing enhancement of digital resources, and ways to discuss your approach toward digital scholarship.
Integrating Taxonomies and Ontologies into Enterprise Search and Browse

In this Data Harmony User Group 2018 session, Duane Degler outlines approaches for increasing taxonomy integration into search and browse, thus drawing the greatest value from your taxonomies for your users.
Guerrilla Glue: Making Collaborative Digital Innovation Projects Stick

In this MCN2017 session, Duane Degler moderates a panel discussing how institutions and projects are using linked data and modern technologies to achieve long-term outcomes for themselves and others.
Split Focus: Designing Applications for Multiple Monitor Setups

In this UXPA 2017 session, Lisa Battle, Michael Owens, and Rachel Sengers discuss new UX design patterns and challenges that arise in software and web-based application design for multiple monitors, illustrating them with real project examples.
Ethics: A Human-Centered Design Goal

In this UXPA 2017 session, Karen Bachmann addresses about how to talk carrots (value) and not sticks (legality) to make ethics a core human-centered design constraint.
Designing and Evaluating Powerful, Relevant Search and Browse Experiences

In this hands-on course, Duane Degler took participants on a journey through the evolving search landscape, with a particular focus on considerations for designing and evaluating the user experience.
Aligning Your Organization's Strategic Direction, Roadmaps, and Technology

In this session, Duane Degler helps association executives think about how we can better use roadmaps to plan our technology journeys and keep everyone in sync, and provides valuable insights to help coordinate organization and technology goals across parallel initiatives and departments.
User Experience Design Considerations for Multi-Museum Online Collaborations

In this MCN2016 session, Duane Degler and Lesley Humphreys share human-centered user experience considerations and requirements that pertain specifically to the challenges faced by collaborations among multiple collections, sites, and institutions.
Understanding How Content Is Used in Enterprise Settings

Enabling knowledge management capabilities through search and discovery can benefit from richer data to learn the ways users think about the information they find and use. This article describes an approach we developed to support enterprise search and content synthesis for case management and research in legal and scientific/academic domains. We use an extremely lightweight (yet powerful) mechanism to bridge the silos and establish a network of data around the use of information.
Intelligent Understanding of Content Use

Using a rich network of data about how people actually use content, we can find insights by integrating it with other enterprise information sources. In this article, Duane Degler explores how it becomes a valuable input to governance processes, at both the organizational and content levels.
7 Steps for a More Accessible Association Information Ecosystem

It can be easy for associations to get buried under all the information they produce and curate. Here are seven steps create an information ecosystem in which resources are accessible and up to date.
Delicious Design: UXers and Visual Designers Collaborating Together

Led by a UX designer and a visual designer, this session provides practical ideas and recommendations for ensuring a smooth and effective collaboration between specialists in these disciplines.
Keeping the Vision Alive: Techniques for Communication Throughout the Project Lifecycle

As UX practitioners, we often face challenges “keeping the vision alive” as projects get caught up in constraints, details, and politics. Also, as consultants there is much we can do to prepare the project team to hold the line on needed improvements, advocate for user needs, and build on the “big picture” over the long haul after the UX work is completed. In this talk, we discuss strategies and practical techniques to help teams stay focused on meeting long-term goals, while addressing short-term needs and facing the circumstances and challenges that arise through the design and implementation process, and beyond.
User Experience for Content Sites

Have you seen those beautiful websites that you can't use? Or the super-cool ones that make it hard to actually accomplish your tasks? There's a better way. Duane Degler joined the DC Web Mavens to cover the landscape of understanding goals, users, tasks, content, and, particularly, context.
Blowing Up the Book: Design Challenges for Online Cultural Heritage Information

In 2009, The Getty Foundation issued a challenge to eight art museums: translate a scholarly catalog rich with cultural heritage data, images, and interpretation into an online resource that strives to reach beyond the limitations of print in creative and useful ways. "Systematic catalogs" are a time-honored and resource-intensive method of publishing the core art historical data and art research associated with the cultural objects that these institutions hold in public trust. And so the Online Scholarly Catalog Initiative (OSCI) was begun with the goal of "blowing up the book"... not to eliminate or destroy, but rather to expand the utility and audience of these important resources.
Beyond Wireframes: Empowering Long-Term Project Success

We discuss practical ways UX experts can help set the project team up for long-term success and maintain the value of the UX investment.
Keeping the Vision Alive: UX Leadership in Long-Term Projects

As UX practitioners, we often face challenges “keeping the vision alive” as projects get caught up in constraints, details, and politics. But we cannot let those things derail us or take things too far from that solid, long-term vision. In this talk, we discuss strategies and practical techniques to help teams stay focused on meeting long-term goals, while addressing short-term needs and facing the circumstances and challenges that arise through the design and implementation process. Topics include: maintaining the rationale behind “blue-sky” thinking, methods for questioning constraints to get to innovative ideas, working with interim designs as intermediate steps to the final vision, and creating shared understanding and buy-in across the team for the long-term vision.
Enhancement Ecosystems: Enriching Structured Content with User Tagging and Annotation

Formal and informal metadata, classification and descriptions play a significant role in the quality of user experience with content and search. This talk describes “enhancement ecosystems” involving users and content experts.
Supporting Relevance for Users – A Design Challenge

Presenting “related” content can unfortunately be perceived by users as not relevant to their current needs, particularly in complex knowledge work and interactive applications. At risk is a loss of credibility, which can weaken trust in the application or underlying information, which in turn colors their ongoing experience with an application. Relevance algorithms have gotten more sophisticated, providing designers and developers with useful tools. But from a user experience perspective, relevance is often perceived in the context of a user’s immediate tasks and goals, as much (or more) than it is associated with their prior actions and patterns from similar users.
Design Guidelines: Real-Life Stories

As an organization grows and its products proliferate, how can it maintain a coherent sense of identity and usability across them, while allowing room for flexibility and growth? For a family of online communications channels or applications, design guidelines can document and disseminate the organization’s UX principles and patterns. This presentation offers resources and insights from both practitioners and professionals outside the field who have undertaken these types of projects together.
Semantics, Search, and Findability

Search is changing - we see it in public search and particularly what is possible with individual site searching. But it's more than search — findability is changing! Content relationships and linking, more structure and metadata, richer designs. Semantic Web concepts and techniques are becoming practical, finding their way into authoring tools and site designs. How do we take advantage of this? This is a brief overview of findability and search with a semantic twist, with examples and demos.
Achieving Business Value by Integrating Tasks, Topics and Content

“The shortest distance between two points is a relevant keyword.” When users need information, the most direct path returns them to their task as quickly as possible with the knowledge needed to be successful. This requires us to design and write with an understanding of the user's context, task, and need. We then reduce seeking time by carefully defining the 'glue' between applications and supporting information. In this paper, I discuss some 'big picture' ideas for User Assistance practices: understanding the user's context, identifying relevant keywords, and integrating applications and content using techniques from the Semantic Web and Topic Maps.
Applying User-Centered Methods to Inform New Product Selection and Strategic Planning

Usability professionals always say the best time to start user-centered design is at the beginning of a project. But what about starting even earlier, when the vision or concept is first considered? This presentation discusses integrating UCD with marketing methods to inform/support executive decision-making and strategic prioritization of projects.
The Usability Professional as Visionary/Strategist

Have you had insights and observations that go beyond the scope of a particular system or site? Are you talking with business leaders, sharing how things could be better for users overall? A quality user experience is important for organizations and their customers, citizens, and staff. User advocates can take on a “thought leadership” role within organizations and projects. This talk addresses how we can do that.
Integrating UCD with Requirements Engineering: Improving Processes, Formats, and Communication

User-centered design practitioners are skilled in eliciting user needs and translating them into design. However, our methods are sometimes poorly integrated with requirements engineering. This panel discussion presents practical approaches to coordinating UCD with other types of activities involved in the creation of requirements.
Requirements in User-Centered Design and Software Engineering: Tools for Bridging Design Cultures

This workshop explored various formats for documenting user needs, and discussed approaches to better integrating UCD and traditional requirements engineering approaches for interactive systems.
Patterns of Integration: Bringing User Centered Design into the Software Development Lifecycle

Faced with a need to integrate user-centered methods into existing software development lifecycles, many practitioners lack clear direction and continue to negotiate the scope of their involvement on a project-by-project basis. There are best practices that can be adopted, however. This book chapter distills the experiences of many practitioners into a collection of process patterns that describe an evolutionary path towards full integration.
When Your Group Can’t Do It All: Investing UCD Resources Wisely

When an organization’s internal UCD group is too small to support all projects that request its services, management is faced with a need to prioritize and invest its limited resources wisely. This is how one UCD group defined different levels of service and implemented criteria for evaluating project requests.

Matt Oliphant’s blog on this presentation
Policy Content at SSA: Using XML and Semantic Metadata

A new content management and delivery system has been growing over the past years at SSA. From a content perspective, users have been asking for “simple answers, with all supporting information, relevant to my situation.” From an organizational perspective, the role of content is increasingly seen as integrated with transactional systems in order to sustain quality service delivery in an increasingly complex business environment. From a technology perspective, the use of emerging tools based on XML and semantic technologies provides opportunities for simpler systems that control content maintenance more effectively, improve integration, provide easier content access, and allow migration as systems evolve over time. This case study shows the application and discusses design considerations.
Maintaining Ontology Implementations: The Value of Listening

It's hard to argue against the concepts of self-describing data, contextual interfaces, and richer metadata for content that eventually will make up the Semantic Web. However, it is easy to imagine semantic environments suffering from the same challenges that many content management system implementations and the Web itself suffer from: the preoccupation with data could easily leave us drowning in it. This paper focuses on approaches being explored to promote feedback and user involvement for the maintenance of semantic representations, to ensure they remain useful and current.
How to Design User Interfaces to Support Users and Their Tasks

An analysis of users and their tasks typically generates a lot of rich information… but the process of translating that information into design solutions may seem like “magic.” The truth is that user-centered design is iterative, and requires a mixture of art and science — it takes a series of small steps that both transform and refine the collected information into design solutions. This presentation uses the analogy of building a house to illustrate the process from high-level visioning all the way through detailed design.
Sharing the Vision = Designs that Get Built

For user-centered designs to be successfully implemented, the stakeholders and members of a multidisciplinary project team must reach a shared understanding of the problem and the solution. This article explores ways of sharing information between usability specialists and technical team members who are using object modeling techniques based on the Unified Modeling Language (UML). We illustrate points where UCD deliverables can connect with UML deliverables, and vice versa, to help a project team create and communicate a shared vision.
Knowledge Management in Pursuit of Performance: The Challenge of Context

Much of the current focus on knowledge management is on the acquisition and storage of knowledge resources. Unfortunately, because most knowledge management solutions are developed to stand alone, the context of a person’s need for information when using business applications is often left to the individual. This article discusses ways to merge the best practices of knowledge management and performance support, so that knowledge can be integrated more seamlessly within working applications, and applications can be used to solicit knowledge as a byproduct of people’s work.