An Holistic Framework for Shared Design Leadership

Picture this: You’re in a meeting room at your tech company, and two people are having what looks like the same conversation about the same design problem. One is talking about whether the team has the right skills to tackle it. The other is diving deep into whether the solution actually solves the user’s problem. Same room, same problem, completely different lenses.

This is the beautiful, sometimes messy reality of having both a Design Manager and a Lead Designer on the same team. And if you’re wondering how to make this work without creating confusion, overlap, or the dreaded “too many cooks” scenario, you’re asking the right question.

The traditional answer has been to draw clean lines on an org chart. The Design Manager handles people, the Lead Designer handles craft. Problem solved, right? Except clean org charts are fantasy. In reality, both roles care deeply about team health, design quality, and shipping great work. 

The magic happens when you embrace the overlap instead of fighting it—when you start thinking of your design org as a design organism.

The Anatomy of a Healthy Design Team

Here’s what I’ve learned from years of being on both sides of this equation: think of your design team as a living organism. The Design Manager tends to the mind (the psychological safety, the career growth, the team dynamics). The Lead Designer tends to the body (the craft skills, the design standards, the hands-on work that ships to users).

But just like mind and body aren’t completely separate systems, so, too, do these roles overlap in important ways. You can’t have a healthy person without both working in harmony. The trick is knowing where those overlaps are and how to navigate them gracefully.

When we look at how healthy teams actually function, three critical systems emerge. Each requires both roles to work together, but with one taking primary responsibility for keeping that system strong.

The Nervous System: People & Psychology

Primary caretaker: Design Manager
Supporting role: Lead Designer

The nervous system is all about signals, feedback, and psychological safety. When this system is healthy, information flows freely, people feel safe to take risks, and the team can adapt quickly to new challenges.

The Design Manager is the primary caretaker here. They’re monitoring the team’s psychological pulse, ensuring feedback loops are healthy, and creating the conditions for people to grow. They’re hosting career conversations, managing workload, and making sure no one burns out.

But the Lead Designer plays a crucial supporting role. They’re providing sensory input about craft development needs, spotting when someone’s design skills are stagnating, and helping identify growth opportunities that the Design Manager might miss.

Design Manager tends to:

  • Career conversations and growth planning
  • Team psychological safety and dynamics
  • Workload management and resource allocation
  • Performance reviews and feedback systems
  • Creating learning opportunities

Lead Designer supports by:

  • Providing craft-specific feedback on team member development
  • Identifying design skill gaps and growth opportunities
  • Offering design mentorship and guidance
  • Signaling when team members are ready for more complex challenges

The Muscular System: Craft & Execution

Primary caretaker: Lead Designer
Supporting role: Design Manager

The muscular system is about strength, coordination, and skill development. When this system is healthy, the team can execute complex design work with precision, maintain consistent quality, and adapt their craft to new challenges.

The Lead Designer is the primary caretaker here. They’re setting design standards, providing craft coaching, and ensuring that shipping work meets the quality bar. They’re the ones who can tell you if a design decision is sound or if we’re solving the right problem.

But the Design Manager plays a crucial supporting role. They’re ensuring the team has the resources and support to do their best craft work, like proper nutrition and recovery time for an athlete.

Lead Designer tends to:

  • Definition of design standards and system usage
  • Feedback on what design work meets the standard
  • Experience direction for the product
  • Design decisions and product-wide alignment
  • Innovation and craft advancement

Design Manager supports by:

  • Ensuring design standards are understood and adopted across the team
  • Confirming experience direction is being followed
  • Supporting practices and systems that scale without bottlenecking
  • Facilitating design alignment across teams
  • Providing resources and removing obstacles to great craft work

The Circulatory System: Strategy & Flow

Shared caretakers: Both Design Manager and Lead Designer

The circulatory system is about how information, decisions, and energy flow through the team. When this system is healthy, strategic direction is clear, priorities are aligned, and the team can respond quickly to new opportunities or challenges.

This is where true partnership happens. Both roles are responsible for keeping the circulation strong, but they’re bringing different perspectives to the table.

Lead Designer contributes:

  • User needs are met by the product
  • Overall product quality and experience
  • Strategic design initiatives
  • Research-based user needs for each initiative

Design Manager contributes:

  • Communication to team and stakeholders
  • Stakeholder management and alignment
  • Cross-functional team accountability
  • Strategic business initiatives

Both collaborate on:

  • Co-creation of strategy with leadership
  • Team goals and prioritization approach
  • Organizational structure decisions
  • Success measures and frameworks

Keeping the Organism Healthy

The key to making this partnership sing is understanding that all three systems need to work together. A team with great craft skills but poor psychological safety will burn out. A team with great culture but weak craft execution will ship mediocre work. A team with both but poor strategic circulation will work hard on the wrong things.

Be Explicit About Which System You’re Tending

When you’re in a meeting about a design problem, it helps to acknowledge which system you’re primarily focused on. “I’m thinking about this from a team capacity perspective” (nervous system) or “I’m looking at this through the lens of user needs” (muscular system) gives everyone context for your input.

This isn’t about staying in your lane. It’s about being transparent as to which lens you’re using, so the other person knows how to best add their perspective.

Create Healthy Feedback Loops

The most successful partnerships I’ve seen establish clear feedback loops between the systems:

Nervous system signals to muscular system: “The team is struggling with confidence in their design skills” → Lead Designer provides more craft coaching and clearer standards.

Muscular system signals to nervous system: “The team’s craft skills are advancing faster than their project complexity” → Design Manager finds more challenging growth opportunities.

Both systems signal to circulatory system: “We’re seeing patterns in team health and craft development that suggest we need to adjust our strategic priorities.”

Handle Handoffs Gracefully

The most critical moments in this partnership are when something moves from one system to another. This might be when a design standard (muscular system) needs to be rolled out across the team (nervous system), or when a strategic initiative (circulatory system) needs specific craft execution (muscular system).

Make these transitions explicit. “I’ve defined the new component standards. Can you help me think through how to get the team up to speed?” or “We’ve agreed on this strategic direction. I’m going to focus on the specific user experience approach from here.”

Stay Curious, Not Territorial

The Design Manager who never thinks about craft, or the Lead Designer who never considers team dynamics, is like a doctor who only looks at one body system. Great design leadership requires both people to care about the whole organism, even when they’re not the primary caretaker.

This means asking questions rather than making assumptions. “What do you think about the team’s craft development in this area?” or “How do you see this impacting team morale and workload?” keeps both perspectives active in every decision.

When the Organism Gets Sick

Even with clear roles, this partnership can go sideways. Here are the most common failure modes I’ve seen:

System Isolation

The Design Manager focuses only on the nervous system and ignores craft development. The Lead Designer focuses only on the muscular system and ignores team dynamics. Both people retreat to their comfort zones and stop collaborating.

The symptoms: Team members get mixed messages, work quality suffers, morale drops.

The treatment: Reconnect around shared outcomes. What are you both trying to achieve? Usually it’s great design work that ships on time from a healthy team. Figure out how both systems serve that goal.

Poor Circulation

Strategic direction is unclear, priorities keep shifting, and neither role is taking responsibility for keeping information flowing.

The symptoms: Team members are confused about priorities, work gets duplicated or dropped, deadlines are missed.

The treatment: Explicitly assign responsibility for circulation. Who’s communicating what to whom? How often? What’s the feedback loop?

Autoimmune Response

One person feels threatened by the other’s expertise. The Design Manager thinks the Lead Designer is undermining their authority. The Lead Designer thinks the Design Manager doesn’t understand craft.

The symptoms: Defensive behavior, territorial disputes, team members caught in the middle.

The treatment: Remember that you’re both caretakers of the same organism. When one system fails, the whole team suffers. When both systems are healthy, the team thrives.

The Payoff

Yes, this model requires more communication. Yes, it requires both people to be secure enough to share responsibility for team health. But the payoff is worth it: better decisions, stronger teams, and design work that’s both excellent and sustainable.

When both roles are healthy and working well together, you get the best of both worlds: deep craft expertise and strong people leadership. When one person is out sick, on vacation, or overwhelmed, the other can help maintain the team’s health. When a decision requires both the people perspective and the craft perspective, you’ve got both right there in the room.

Most importantly, the framework scales. As your team grows, you can apply the same system thinking to new challenges. Need to launch a design system? Lead Designer tends to the muscular system (standards and implementation), Design Manager tends to the nervous system (team adoption and change management), and both tend to circulation (communication and stakeholder alignment).

The Bottom Line

The relationship between a Design Manager and Lead Designer isn’t about dividing territories. It’s about multiplying impact. When both roles understand they’re tending to different aspects of the same healthy organism, magic happens.

The mind and body work together. The team gets both the strategic thinking and the craft excellence they need. And most importantly, the work that ships to users benefits from both perspectives.

So the next time you’re in that meeting room, wondering why two people are talking about the same problem from different angles, remember: you’re watching shared leadership in action. And if it’s working well, both the mind and body of your design team are getting stronger.

Unlocking Hidden Profits with Stacey Hylen

Unlocking Hidden Profits with Stacey Hylen written by John Jantsch read more at Duct Tape Marketing

Listen to the full episode: Overview In this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Stacey Hylen, internationally recognized business coach, growth strategist, and author of “Hidden Profits: More Clients and Cash.” Stacey shares actionable insights on how business owners can uncover untapped revenue, raise prices with confidence, and create long-term client […]

Unlocking Hidden Profits with Stacey Hylen written by John Jantsch read more at Duct Tape Marketing

Listen to the full episode:

Overview

In this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Stacey Hylen, internationally recognized business coach, growth strategist, and author of “Hidden Profits: More Clients and Cash.” Stacey shares actionable insights on how business owners can uncover untapped revenue, raise prices with confidence, and create long-term client relationships—often without spending a dime on new marketing. The conversation covers why mindset is key, how to reposition from commodity to couture, and why small changes (like a single upsell question) can deliver massive results.

About the Guest

Stacey Hylen is a globally recognized business coach, growth strategist, and speaker who has spent over two decades helping entrepreneurs—from solo businesses to Fortune 500s—uncover hidden profits and boost performance. As a former VP for Chet Holmes International and now the author of “Hidden Profits,” Stacey is known for her practical, empowering approach to business growth.

Actionable Insights

  • Most business owners are too close to their operations to spot hidden profit opportunities—outside perspective is powerful.
  • Raising prices is often the fastest path to profit, but it requires a mindset shift toward abundance and owning your expertise.
  • Attracting the right clients (and letting go of the wrong ones) leads to higher revenue, less price sensitivity, and more enjoyable work.
  • “Profit leaks” are caused by focusing on low-impact tasks and avoiding essential sales and marketing actions.
  • Reframing sales as service (helping, not selling) builds confidence and makes it easier to attract and close ideal clients.
  • Past clients are a goldmine—reactivation and “come on back” strategies can drive immediate revenue with minimal effort.
  • Upsells and cross-sells (“do you want fries with that?”) at the point of sale create easy, recurring profit boosts.
  • Every team member—not just sales—can (and should) look for opportunities to help clients and add value.
  • Even “commodity” businesses can reposition themselves as unique, high-value partners through better packaging, messaging, and client experience.
  • Small changes can have huge impact—one new question or process can increase sales by 40% or more.

Great Moments (with Timestamps)

  • 00:54 – Doubling Revenue with Hidden Profits
    Stacey shares how a client reactivated past customers and tweaked pricing for dramatic growth.
  • 02:07 – Overcoming the Fear of Raising Prices
    Why mindset and confidence are essential to charging what you’re worth.
  • 03:19 – The Power of Narrowing Your Focus
    How strategic positioning and language attract the right (and repel the wrong) clients.
  • 04:58 – Spotting and Fixing “Profit Leaks”
    Why low-impact busywork and avoidance hold businesses back from real growth.
  • 06:02 – Sales as Service, Not Selling
    Why reframing the sales conversation helps business owners overcome reluctance and get referrals.
  • 08:46 – The “Come on Back” Strategy
    How one client had their best month ever by reactivating former customers—even in December.
  • 10:30 – The $700,000 Mistake
    The cost of not keeping in touch—and how a single call can recover massive lost revenue.
  • 12:53 – The Hidden Profits Framework
    Stacey outlines her step-by-step process for finding revenue you already have.
  • 13:47 – Upsells and Cross-Sells at the Point of Sale
    Simple, proven ways to increase average transaction value.
  • 15:52 – From Commodity to Couture
    How even price-driven businesses can reposition for higher profits and loyalty.
  • 18:00 – Surprising Results with Small Changes
    The story of a 48% sales increase from a single upsell question.

Pulled Quotes

“Most business owners are too close to see the hidden profits in their business. It’s about getting resourceful, not just adding resources.”
— Stacey Hylen

“Sales is service. If you’re great at what you do, you owe it to your clients to help them—and that means being confident about your value.”
— Stacey Hylen

John Jantsch (00:01.55)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Stacey Hylen. She’s an international recognized business coach, growth strategist and speaker who spent over two decades helping entrepreneurs uncover untapped revenue and performance in their business. As a former vice president for Chet Holmes International, Stacey has worked with companies ranging from solo entrepreneurs to Fortune 500s. We’re going to talk about her new book.

hidden profits, more clients and cash. So welcome to the show, Stacey.

Stacey Hylen (00:35.247)

Thanks John, I’m excited to be here.

John Jantsch (00:37.696)

So you open actually the book with a story, which is always awesome. A business owner doubled their revenue without new marketing spend. Can you break down a little bit of the hidden profit you helped them find and, and maybe also like how they couldn’t spot it themselves.

Stacey Hylen (00:54.649)

Yeah, well, the thing is, is that a lot of times when you’re a business owner, you’re stuck in the day to day doing all the time. so it’s really, really hard to see the things for yourself. So the hidden profits came about from when I worked with Tony Robbins and he said during the recession, it’s not about a lack of resources. It’s about becoming more resourceful.

And so what we looked at is, all right, what are the ways that we can increase? And we looked at the different hidden profits in his business. In this case, he was able to do a come on back strategy to reactivate a bunch of the clients that, that hadn’t been in his business for a while and increase his business that way. And then we also looked at tweaking his pricing because this is in a lot of places he was under pricing what he was doing.

John Jantsch (01:45.902)

Yeah, yeah, we could probably talk the whole show about that very thing. I find that especially with service businesses. What would and you probably encountered that a lot, right? So just telling somebody they should raise their prices. Well, it make sense. It’s pretty hard for them to sometimes stomach. How do get people around that resistance that they’re normally is?

Stacey Hylen (02:07.779)

Well, it’s funny because in the book I call that that fear factor, right? The hidden profit of raising your prices because people not being able to raise prices comes from a lack mentality as opposed to abundance mentality. It also comes from not owning your expertise. And so I think one of the big challenges that, that entrepreneurs need to do is to start to own their expertise and to own the outcome that they help create for their client. And when you.

John Jantsch (02:11.746)

Yeah, right, right.

Stacey Hylen (02:37.315)

focus on what the outcome is that you create for your client, then it’s a lot easier to say, okay, this is worth charging more for, be willing to, know, sometimes it’s baby steps that we have to do, you know, that we raise the price on one particular product or service or program, and then once they get the little bit of confidence, then we, you know, step it up again and again until we get to the right spot.

John Jantsch (03:00.226)

You know, I also find a lot of that comes from them not really being very specific about who they can help. And so they attract a lot of people that don’t get the value, don’t appreciate their expertise and, consequently are very price sensitive. Would you, would you say that’s also another, like getting people to narrow their focus as part of it too?

Stacey Hylen (03:19.331)

Yeah, it’s really important. And I think part of that comes from your language when you speak to in your marketing, you know, and really honing in that strategic positioning so that you become the expert that they want to work with. And I think, you know, I had a client here yesterday for a VIP day. And one of the things that was funny is he was saying words that he wanted, you know, to attract the clients and.

None of the words he mentioned were the words in actual prospect would be searching for or looking for in a transformation. So we had to really look at that. And then we also looked at, know, who are those clients that he didn’t want and what were the warning signs? Because I think a lot of times, again, coming from a lack perspective versus an abundance perspective, that they think, it’s a lead. have to take this client. But when you have a lot of crappy clients, it sucks your energy. It sucks your time.

And it’s not a great way to grow your business. Whereas if you have one of your perfect clients that is fun to work with, is willing to invest, like that’s a great way to grow your business.

John Jantsch (04:15.278)

Yeah.

John Jantsch (04:23.244)

Yeah, it’s funny, you know, you’re in this game very long at all. You know, you can almost, I can almost talk to a client. The first thing they ask me, you know, well, if we go, you’re going to be a good client or not. You know, you get really good at sort of recognizing that perfect client behavior, don’t you?

Stacey Hylen (04:39.149)

Yeah. And also it’s, it’s, it’s willing to be pay attention to your gut when you hear that, but you’re like, Ooh, that’s not going to be a good one. And, being willing to just release them and let them go into the wild.

John Jantsch (04:44.118)

Yeah, yeah, yeah, yeah, yeah,

John Jantsch (04:52.022)

You identify something as being a problem that you call profit leaks. You want to talk a little bit about what those are?

Stacey Hylen (04:58.991)

Yeah. So one of the things with the profit leaks is that people are focusing on the wrong thing in their business. They’re focusing on the minutia in their business that is not helping them create revenue. Right. And so this could be endlessly tweaking your website. could be, you know, anything that is like so much easier to do than actually do some marketing, go out there, talk to prospects, get in front of, you know, places where your perfect clients are.

John Jantsch (05:13.417)

Right

John Jantsch (05:20.204)

Mm-hmm.

Stacey Hylen (05:26.883)

So I’m sure you see that in all of your work that people just like hide out. And that’s really where a lot of those revenue leaks come because they’re not taking the action that they need to take.

John Jantsch (05:36.682)

Well, I can go a lot of directions with that. But I think that that’s a real issue. A lot of businesses, mean, a of people know how to do something. They got into a business to do it, but they didn’t really get into business to go out there and sell to, you know, actually have conversations with people or convince people as they maybe feel like it is. So how do you get people past that? Because I mean, the whole profit conversation kind of breaks down if I can’t go out there and get clients.

Stacey Hylen (06:02.691)

The thing is, that I really help my clients shift from seeing sales as selling to helping them see it as serving. And the reason why is if, if I was to ask you, what’s your favorite restaurant, you would, what’s your favorite restaurant, John? It’s easy to say, right?

John Jantsch (06:18.35)

All right, it’s Trace Greengroce in case you’re listening in Nederland, Colorado. Okay, go ahead.

Stacey Hylen (06:24.565)

Awesome. Awesome. And so you’d like, that’s easy because you think, my gosh, I’m going to help Stacey find a great place to eat while she’s in Colorado. But the thing is, is your prospects are also having problems and challenges. And if you are really good at what you do and you’re an expert at it, then you should be willing to share what you do because you’re helping solve a problem for somebody and you’re actually serving them. So I think that’s really the first step to shift into that.

that confidence and that’s where having a coach really helps is because sometimes they have, my clients have to borrow my confidence, both in selling, marketing, and also raising their prices, right? Because those are all confidence issues.

John Jantsch (06:51.02)

Yeah.

John Jantsch (06:56.056)

Yeah, yeah.

John Jantsch (07:02.604)

Yeah. And I would extend that to referrals too, because a lot of people, even if they have a good customer, they’re like, I’m reluctant to ask, you know, for referrals, but it’s the same thing. It’s like, if, if you’re getting like this amazing result, wouldn’t you your friend to get that? So it’s kind of the same mentality, isn’t it? So I should have asked this at the very beginning of the show. But we ought to set, we ought to talk a little bit about people’s relationship with the word profit to begin with. You know, a lot of business owners,

don’t really think about profit or heaven forbid some actually look at it as a negative thing. And so consequently, and you probably know Mike McCallewitz, my friend that’s been on the show a number of times, wrote Profit First. And you you said that a lot of business owners, all they really want to do is pay the bills and pay themselves a salary and, you know, amounts to being a job rather than building an asset. So do you find that you sometimes have to actually set the

Stacey Hylen (07:44.143)

Mm-hmm.

John Jantsch (07:59.532)

baseline for what profit is and why it’s a good thing?

Stacey Hylen (08:03.279)

Sometimes, it depends on the client, right? But I think a lot of times what happens is, you know, the hidden profits are really revenue boosters that go direct line to bottom line profit. And that’s the difference in this book. Right, because that’s why this book has hidden profits, because there are things that…

John Jantsch (08:04.737)

Okay.

John Jantsch (08:08.088)

Yeah, yeah.

John Jantsch (08:16.108)

Yeah. Yeah. Raise your prices without raising your costs. Right.

Stacey Hylen (08:23.691)

boost your revenue, but because it doesn’t increase your cost, you’re not doing more marketing or more expense with the strategies in the book. It all goes to the bottom line profit. So it makes it much easier to boost your profit.

John Jantsch (08:26.958)

Yeah.

John Jantsch (08:36.398)

So if you were gonna walk into a business, and I know every business is different, but have you found there are a couple things that are like, that’s the low hanging fruit. Like here’s the first thing we’re gonna do.

Stacey Hylen (08:46.051)

Yeah, absolutely. So the first thing is, know, what do you have for past clients that are currently not doing business with you? Because those people love you, they trust you, and for the most part, you know, you were saying people are shy to do it or hesitant to do it. People are, other than dentists, are hesitant to get people to come back, right? And so.

John Jantsch (09:10.156)

Yeah,

Stacey Hylen (09:11.247)

We want to do a come on back strategy. And I had a client that I talk about in the book that she was taking one of my live hidden profit programs and it was the slowest month of the year for her. It was December. She was selling weight loss. Nobody wants to lose weight in December. It’s like time to eat your grandma’s cookies, right? So we did, she, she was an action taker and she said, I’m going to do it even though it’s December. And I was like, well, this might not be the best month for this hidden profit, but go for it.

John Jantsch (09:26.486)

Right,

Stacey Hylen (09:39.809)

She increased her sales by over 50 % in one month. She had her best month ever in her business by doing that reactivation strategy. And it’s because she actually went back to them, gave them permission to come back. And sometimes that’s the shyness there is like, you think the client is shy to come back to you because they might’ve gone off and tried another weight loss product or tried somebody else to fix their car or cut their hair or whatever it is. And you’re saying like, Hey, I’d love to have you back.

John Jantsch (09:53.816)

Yeah.

John Jantsch (10:01.932)

Yeah, yeah, yeah.

Stacey Hylen (10:09.017)

come on back and that works almost every single time to really boost profits very quickly.

John Jantsch (10:15.148)

You know, it’s really interesting too, because I think most businesses feel like, they left because they weren’t getting what they wanted here or, but people leave for tons of reasons. Right. And so I think for us to assume that it was all about us is probably what holds a lot of people back.

Stacey Hylen (10:30.625)

Yeah, this one, this one is going to be a rider downer for your listeners and watchers. I have a client, we call this the $700,000 mistake. And he was coming to his coaching call and he canceled last minute. And I said, what happened? And he said, well, I had a hundred thousand dollars sale. No, normally a hundred thousand dollars sale. I would be like, let’s do our happy dance. And he said, no, Stacy, this was not a happy dance moment. And I said, well, how can a hundred thousand dollars sale not be a happy dance moment? And he said, this client.

John Jantsch (10:34.904)

Okay, let’s hear it.

John Jantsch (10:51.084)

Right, right.

Stacey Hylen (11:00.111)

was a past client that for the last seven years has been going to my competitor. And because he had not said, come on back, he lost $700,000 in sales. So I want your listeners to be thinking about that. Like really, there’s some hidden profit right there that if you just go back and talk to these past clients, you can be welcoming them back into your business very easily.

John Jantsch (11:26.412)

Well, I think he should have done the happy dance anyway, you know, take what you can get. Okay. He learned a lesson, but take what you can get.

Stacey Hylen (11:33.769)

He learned a very expensive lesson.

John Jantsch (11:38.424)

So in some cases, people left because something was too expensive, their business had changed or something. mean, so how often do you find that the hidden profits might be in saying, hey, we need to relook at all of our products or all of our offerings and repackage or repositioning. How much of creating new profit is sort of reinvigorating what you’ve already put out

Stacey Hylen (12:01.711)

Yeah, well, when I, I have a mastermind and we have retreats twice a year and that’s really like, I would say like six months because we do the retreats every six months. It kind of gives us a time to like deep dive into the business and look at, okay, what’s working, what’s changed because you’re, you know, the markets change, the economy changes. AI has brought in a lot of stuff, right? Like I, recently become a certified AI consultant. like you can look at like.

John Jantsch (12:22.892)

Right. Right.

Stacey Hylen (12:29.817)

How can you refresh your offers to meet what your clients actually want right now? How can you package them differently? How can you drive them to those offers in a way that gets more clients quickly?

John Jantsch (12:45.048)

So you do talk about the hidden profits framework in the book. Is there a way for you to give the high level, here’s the step-by-step process?

Stacey Hylen (12:53.581)

Yeah, so what we’re looking at is we’re looking at where you’re not getting the revenue coming in the door. So we talked about the reactivation, the come on back. So that’s lost clients that have already worked with you. Another great spot to look at that’s a very quick win for most people is do you want fries with that? Right? The upsell. Now, when we were kids, we went to McDonald’s and they said, do you want fries with that? And our parents were like, okay.

And now they sell the happy meal, you know, the combo meal that has everything together with it. And they say, do you want to biggie size it or do you want to supersize it? And so a lot of times people are leaving money on the table right there when people have their wallets out. So when people have their wallets out in your business, that’s an opportunity for you to say, okay, you’re signing up for this. Would you like this? The VIP level support? Would you like this?

John Jantsch (13:37.646)

Mm-hmm.

Stacey Hylen (13:47.407)

additional thing that will help them solve their problem, help them reach their goal faster. So those are two hidden profit points that are really quick to add into your business without any additional time, money, or, you know, team members to implement them.

John Jantsch (14:03.31)

Let’s say you do have a team. I work with a lot of folks that have, you know, even salespeople in organizations, which, you know, their job is to sell more stuff, right? But what you’re talking about, the reactivating customers, looking for ways to sell more to, you know, even account managers, say in marketing firms. I isn’t that something that really ought to be, or a business ought to look at that as being everybody’s job, is to start adding those things?

Stacey Hylen (14:27.725)

Yeah, absolutely. Absolutely. Like I have a long time client. He’s been my client for over 15 years. And so what we look at every year is, okay, who are your best clients? What additional products, services, what additional things can help them solve their problems and help their clients reach their goals faster. And then his team, he has salespeople and he has operations people, they are trained to look for.

across opportunities also in that account. Like what else does this client need? What other divisions does this company have that could use our services? Who else could we meet in this company that could connect us to somebody else in the company that also needs our products or services? So absolutely, that’s something that should be constantly looked at and also rewarded, right? In terms of not just a sales team, but if you have an operations team that’s dealing with the client on a regular basis, they’re a really good person to.

John Jantsch (15:16.492)

Yeah, yeah, yeah.

Stacey Hylen (15:24.089)

hear about the pain, to hear about the goals within the company, how they’ve changed since the person’s talked to the salesperson and bring in some additional revenue through that avenue as well.

John Jantsch (15:31.116)

Yes.

John Jantsch (15:35.852)

What about companies that feel like, and I run across them all the time, at least people have this mentality. It’s like, I’m in this commodity industry. It’s all about price. You know, there’s, there’s really nothing more we can squeeze out of this. Have you been able to help companies like that, or at least that have that mentality think differently?

Stacey Hylen (15:52.259)

That is absolutely, that is one of my favorite things to do is to help clients go from commodity to Couture. And what that means is, you know, if you are competing on price, right? I had a client in the logistics industry, they are competing on price every single day and they’re competing against a hundred million dollar, billion dollar companies that are, you know, they have hundreds of salespeople smiling and dialing all day long, sending cold emails, all of that.

John Jantsch (15:56.002)

Yeah.

John Jantsch (16:13.826)

Right.

Stacey Hylen (16:22.325)

And my client was a boutique company. He’s gone from six to eight figures since we’ve been working together because we positioned him as this couture brand of helping him solve a problem for his client and get a better result, not saying, Hey, can we quote you on, on shipping? Can we quote you? And so what we’ve done is we’ve positioned him as how can we help you increase the client satisfaction on the back end?

John Jantsch (16:32.557)

Mm-hmm.

Stacey Hylen (16:48.267)

of the transaction once you make a sale in your company. So logistics becomes a value add versus a cost in the business. that also, when you position yourself in that future manner, it also helps the person making that buying decision be more confident changing providers because they’re going towards something, not just like making a minute improvement in something or just cutting costs, which often means you’re getting less service, less quality.

John Jantsch (17:08.172)

Yeah, right.

John Jantsch (17:17.398)

Yeah. Well, and they also aren’t going to leave you for the next person that’s five cents cheaper, right? Because it’s like, no way. Have you had any results that that that you’ve gotten for somebody that even surprised you?

Stacey Hylen (17:22.723)

Right, absolutely, absolutely.

Stacey Hylen (17:30.847)

gosh. Well, I would say that person doing the weight loss in December was a huge one. the other one, I had a client who had an auto parts store who is, you know, had all employees that were elderly and he was complaining about them when he did his intake form and is saying like, this wasn’t working, that wasn’t working. And it was really all about team. And I said, my gosh, how am going to help him if none of his team will do anything he said?

John Jantsch (17:35.822)

Yeah.

John Jantsch (17:55.555)

Mm-hmm.

Stacey Hylen (18:00.271)

So I said, we’re probably gonna have to clean house. And when we got on the call, he said, well, I’m not willing to let anybody go there. We live in this small town. They’re not gonna get any other employment. They’re family members, church members. So what we did is we did a one question upsell. That was it. And that increased his sales 48 % in one month. And it was just, he was blown away. I was blown away because he had such a hard, you know,

John Jantsch (18:09.347)

Hehehe.

Stacey Hylen (18:29.039)

hill to climb with his employees to actually do something? Just one question at a 48 % increase.

John Jantsch (18:35.278)

You and that’s a great lesson too, because sometimes we try to do all these things, right? At one time, and it just kind of overwhelms everybody. Just having that one thing was easy for people to do. And then they probably, when they started seeing success, they probably got a little jazzed in.

Stacey Hylen (18:50.711)

Yeah, yeah, because it’s when you get a yes and people are happy, then you want to have more of that. Right. And also the employees had the employer being really happy too, which created goodwill and helped the company culture as well.

John Jantsch (18:53.419)

you

John Jantsch (19:05.774)

Well, Stacey, I appreciate you taking a moment to drop by the Duct Tape Marketing Podcast. Where would you invite people to connect with you, find out more about your work, and obviously pick up a copy of Hidden Profits?

Stacey Hylen (19:14.807)

Yeah, thanks for asking. This has been great. I can be found at staceyhyland.com and I’m Stacey Hyland everywhere on the internet. And then if you want to get on the early bird list for the book, you go to hiddenprofitbook.com and we’re going to have a bunch of resources there. I have some AI stuff that’s kind of behind the scenes that I’ve, you know, plugged in with the hidden profits. So that’s going to be great. So go to hiddenprofitbook.com to get that as well.

John Jantsch (19:42.24)

Awesome. Well, again, I appreciate you dropping by and hopefully we’ll run into you on these days out there on the road.

Stacey Hylen (19:46.932)

Thanks John, have a great day.

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Fantastic Four and Superman: The One Scene That Shows What a Difference James Gunn Makes

This article contains spoilers for Superman and The Fantastic Four: First Steps. Even before they released, just two weeks apart from one another, we knew that Superman and The Fantastic Four: First Steps would have a lot in common. Both movies feature founding characters from the comics, both embrace the qualities that made their characters […]

The post Fantastic Four and Superman: The One Scene That Shows What a Difference James Gunn Makes appeared first on Den of Geek.

The modern gaming landscape is filled with big stories and bigger ideas. Many AAA gaming titles are as packed with lore as a Homeric epic. Hell, FromSoftware even brought in Game of Thrones creator George R.R. Martin to fill out the expansive narrative corners of Elden Ring‘s the Lands Between! That was not always the case, however.

The concept of “lore” was not frequently a consideration for ’90s and ’00s games which were primarily concerned with generating a satisfying gameplay experience through primitive graphics. And yet, gamers came to respect and cherish these titles’ meager canon anyway. There’s no better example of this phenomenon than Sony’s vehicular combat series Twisted Metal. Amid all the carnage of Calypso’s demolition derby, certain characters, weapons, locations, and even themes began to emerge.

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Peacock TV series adaptation Twisted Metal got to pay homage to that unlikely mythology in its first season. Now the second season is poised to dig even deeper into the history of the games. Showrunner Michael Jonathan Smith and stars Anthony Mackie (John Doe), Stephanie Beatriz (Quiet), Joe Seanoa (Sweet Tooth), and Anthony Carrigan (Calypso) stopped by Den of Geek Studio at San Diego Comic-Con to tease what’s to come.

“The lore is so unhinged. It’s just crazy,” showrunner Smith says of the Twisted Metal franchise. “We have dockets in the writers’ room that is so thick of all the weapons and levels to make sure we have all those Easter eggs so fans can ‘Leonardo DiCaprio [pointing] meme’ the screen at all times. It’s always so fun to include that stuff.”

Per Smith, the Leonardo DiCaprio pointing meme material this time around will include some surprising references to one of the story’s most beloved characters.

“We included some Axel lore that is so nuts. If you’re really deep in the Twisted Metal lore and you see what we included from Axel’s backstory ,you’ll be like ‘I cannot believe that the Twisted Metal creators and writers included this stuff.’ It’s so deep and it’s so insane how we included it.”

While Twisted Metal‘s first season was able to introduce plenty of familiar faces from the game, including the iconic conflagratory clown Sweet Tooth (played by Joe Seanoa and voiced by Will Arnett), season two fully reveals the man behind the demolition derby curtain. Calypso, played by Anthony Carrigan (a.k.a. Noho Hank in Barry and Metamorpho in this summer’s Superman) is a wonderfully deranged dandy who fits the Twisted Metal universe as comfortably as his preposterous wig fits his head.

“Honestly the wig does all the acting. I take very little credit, it’s all the hair,” Carrigan jokes. “The blueprint of the character was there but we were able to collaborate and have fun. I took a lot of liberties, I’m gonna say. A lot of liberties. But I think the whole vibe of the cast just really likes to have fun – push the envelope and have a good time.”

“It’s a testament to you, dude,” Mackie adds to Carrigan. “A regular actor would have came in, not taken risks, not pushed the envelope, and just stood there and said the lines. But all the weird shit came from you. You went full weird. It was beautiful to see. It was like ‘oh what’s this dude gonna be’ and then you’d be on set and hear [INDESCRIBABLE HAUNTING LAUGH].”

The flexible format of the show’s premise also allows for Twisted Metal to experiment with some new characters as well, including the introduction of one particular post-apocalyptic heavy who is so revolting that this interviewer begged Smith for an apology.

“When we broke the idea of Big Baby, I explained it to my wife and she was like ‘I hate Big Baby,’” Smith says. “She was really mad at me that we came up with it. She told me to cut Big Baby and I said ‘Big Baby stays, honey. It’s Big Baby or me.’”

We appreciate the effort to cancel Big Baby anyway, Nan.

The first three episodes of Twisted Metal season 2 premiere Thursday, July 31 on Peacock. New episodes premiere Thursdays culminating with the finale on August 28.

The post Twisted Metal Season 2 Will Include Deep Lore For a Beloved Game Character appeared first on Den of Geek.

The Naked Gun Review: Liam Neeson Has Killer Deadpan

Comedy can at times be an art form, but it’s just as frequently a science. Which is to say that there’s some hard numerical data behind your enjoyment of the genre. Appreciation of a farce might be heightened by solid characterization, or a sense of satisfaction expanded on from a satire’s most ironic of well-clipped […]

The post The Naked Gun Review: Liam Neeson Has Killer Deadpan appeared first on Den of Geek.

The modern gaming landscape is filled with big stories and bigger ideas. Many AAA gaming titles are as packed with lore as a Homeric epic. Hell, FromSoftware even brought in Game of Thrones creator George R.R. Martin to fill out the expansive narrative corners of Elden Ring‘s the Lands Between! That was not always the case, however.

The concept of “lore” was not frequently a consideration for ’90s and ’00s games which were primarily concerned with generating a satisfying gameplay experience through primitive graphics. And yet, gamers came to respect and cherish these titles’ meager canon anyway. There’s no better example of this phenomenon than Sony’s vehicular combat series Twisted Metal. Amid all the carnage of Calypso’s demolition derby, certain characters, weapons, locations, and even themes began to emerge.

cnx.cmd.push(function() {
cnx({
playerId: “106e33c0-3911-473c-b599-b1426db57530”,

}).render(“0270c398a82f44f49c23c16122516796”);
});

Peacock TV series adaptation Twisted Metal got to pay homage to that unlikely mythology in its first season. Now the second season is poised to dig even deeper into the history of the games. Showrunner Michael Jonathan Smith and stars Anthony Mackie (John Doe), Stephanie Beatriz (Quiet), Joe Seanoa (Sweet Tooth), and Anthony Carrigan (Calypso) stopped by Den of Geek Studio at San Diego Comic-Con to tease what’s to come.

“The lore is so unhinged. It’s just crazy,” showrunner Smith says of the Twisted Metal franchise. “We have dockets in the writers’ room that is so thick of all the weapons and levels to make sure we have all those Easter eggs so fans can ‘Leonardo DiCaprio [pointing] meme’ the screen at all times. It’s always so fun to include that stuff.”

Per Smith, the Leonardo DiCaprio pointing meme material this time around will include some surprising references to one of the story’s most beloved characters.

“We included some Axel lore that is so nuts. If you’re really deep in the Twisted Metal lore and you see what we included from Axel’s backstory ,you’ll be like ‘I cannot believe that the Twisted Metal creators and writers included this stuff.’ It’s so deep and it’s so insane how we included it.”

While Twisted Metal‘s first season was able to introduce plenty of familiar faces from the game, including the iconic conflagratory clown Sweet Tooth (played by Joe Seanoa and voiced by Will Arnett), season two fully reveals the man behind the demolition derby curtain. Calypso, played by Anthony Carrigan (a.k.a. Noho Hank in Barry and Metamorpho in this summer’s Superman) is a wonderfully deranged dandy who fits the Twisted Metal universe as comfortably as his preposterous wig fits his head.

“Honestly the wig does all the acting. I take very little credit, it’s all the hair,” Carrigan jokes. “The blueprint of the character was there but we were able to collaborate and have fun. I took a lot of liberties, I’m gonna say. A lot of liberties. But I think the whole vibe of the cast just really likes to have fun – push the envelope and have a good time.”

“It’s a testament to you, dude,” Mackie adds to Carrigan. “A regular actor would have came in, not taken risks, not pushed the envelope, and just stood there and said the lines. But all the weird shit came from you. You went full weird. It was beautiful to see. It was like ‘oh what’s this dude gonna be’ and then you’d be on set and hear [INDESCRIBABLE HAUNTING LAUGH].”

The flexible format of the show’s premise also allows for Twisted Metal to experiment with some new characters as well, including the introduction of one particular post-apocalyptic heavy who is so revolting that this interviewer begged Smith for an apology.

“When we broke the idea of Big Baby, I explained it to my wife and she was like ‘I hate Big Baby,’” Smith says. “She was really mad at me that we came up with it. She told me to cut Big Baby and I said ‘Big Baby stays, honey. It’s Big Baby or me.’”

We appreciate the effort to cancel Big Baby anyway, Nan.

The first three episodes of Twisted Metal season 2 premiere Thursday, July 31 on Peacock. New episodes premiere Thursdays culminating with the finale on August 28.

The post Twisted Metal Season 2 Will Include Deep Lore For a Beloved Game Character appeared first on Den of Geek.

Setting Up a Green Business: What You Need to Know

If you’re dedicated to protecting the environment, you can start a business that promotes sustainability. This means you’ll have to source your products ethically, use renewable energy, minimize business waste, and save water.

The post Setting Up a Green Business: What You Need to Know appeared first on Green Prophet.

iced raspberry cordial

Print

Raspberries are in full flush now, so take advantage of that abundance to brew raspberry cordial. You can call it a home-brew because the juice ferments and becomes slightly alcoholic. It's sweet, light, and a clear red color, with the true raspberry flavor. Uncork a bottle in winter, and the fragrance immediately takes you right back to summer. At least, while you’re drinking it.

If you’re using fresh raspberries, you won’t need to add yeast because the yeasts needed for fermentation exist on the fruit. But if the cordial has been sitting around for a couple of days and there still isn’t foam on the surface to indicate fermentation, stir in a tiny pinch of baker’s yeast to encourage it. Confession: I’ve made the cordial with supermarket frozen raspberries more than once, and haven’t needed to supplement it with commercial yeast.

This recipe is adapted from Leda Meredith's Preserving Everything.

Course Drinks
Cuisine American
Prep Time 20 minutes
Total Time 61 days
Servings 5 Cups

Equipment

  • 2 large bowls
  • 1 potato masher or food processor
  • 1 sieve or colander
  • cheesecloth or clean kitchen towel
  • 2-3 very clean, very dry bottles. How many depends on the volume each contains.
  • 1 funnel
  • Ziploc bag or balloon for each bottle
  • 1 needle or pin
  • corks or other dependable stoppers

Ingredients

  • 2 quarts – 8 cups – 2 liters – fresh or frozen raspberries
  • 2 cups boiling water
  • 2 cups granulated white sugar

Instructions

  • If using frozen berries, thaw them out.
  • Crush the berries in a non-reactive bowl with a potato masher. Or pulse them briefly in the food processor, then transfer the mass to a crock or bowl. Don’t attempt to puree the berries, just break them down into fine chunks.
  • Have the water boiling. Stir it into the raspberry mass.
  • Cover the bowl with cheesecloth or a clean kitchen towel. Now leave it in place for 24 hours, stirring once in a while.
  • Strain the liquid into the second clean bowl through a sieve or colander lined with cheesecloth. The more you strain, the more juice you get and the less seeds to deal with.
  • Discard the seedy pulp.
  • Add the sugar to the juice, stirring. Stir well again every 15 minutes for the next hour, making 5 times altogether.
  • Strain the sweetened juice again.
  • Funnel the cordial into your bottles. It will continue fermenting.
  • Do not cork the bottles yet; fermentation creates gases that can pop corks right off and spew your beautiful cordial everywhere. Fit a Ziploc bag or balloon over each bottle and secure it with a rubber band. Pierce each bag once with the needle. This keeps dust and bugs out and allows fermentation gases to escape.
  • Put the bottles upright in a cool, dark place. The bag will inflate as the cordial ferments. When they deflate, you can cork the cordial. This should take about two months.
  • Store the bottles on their sides in that cool, dark place for a further 2 months. The wait is worthwhile to let the cordial mature.
  • The cordial may be a little fizzy when first poured out. Drink it that way if you like. Otherwise, decant it. There may be some sediment at the very bottom of the bottle. In that case, pour the cordial off gently to leave the sediment behind.
  • Kept corked and cool, the raspberry cordial will stay delicious at least a year. But you’ll probably drink it up way before.

Notes

How to serve raspberry cordial: Pour it into tumblers or small glasses, either at cool room temperature or cold. I like it iced, myself.

Other seasonal berries like yellow raspberries, blackberries, mulberries, and blueberries can be substituted in this recipe. Naturally, the color will be different according to the fruit used. Best is to use organic or foraged fruit. 

If making the cordial in quantity, it’s worth investing in one or more fermentation locks, as many as needed for your bottles. These locks do a great job of keeping the cordial clean while allowing gases to escape. Find them at local winemaking suppliers or order online.

fresh raspberries for cordial

The post Put Summer In A Bottle: Brew Raspberry Cordial appeared first on Green Prophet.

Put Summer In A Bottle: Brew Raspberry Cordial

Raspberries are in full flush now, so take advantage of that abundance to brew raspberry cordial. You can call it a home-brew because the juice ferments and becomes slightly alcoholic. It’s sweet, light, and a clear red color, with the true raspberry flavor. Uncork a bottle in winter, and the fragrance immediately takes you right […]

The post Put Summer In A Bottle: Brew Raspberry Cordial appeared first on Green Prophet.

iced raspberry cordial

Print

Raspberries are in full flush now, so take advantage of that abundance to brew raspberry cordial. You can call it a home-brew because the juice ferments and becomes slightly alcoholic. It's sweet, light, and a clear red color, with the true raspberry flavor. Uncork a bottle in winter, and the fragrance immediately takes you right back to summer. At least, while you’re drinking it.

If you’re using fresh raspberries, you won’t need to add yeast because the yeasts needed for fermentation exist on the fruit. But if the cordial has been sitting around for a couple of days and there still isn’t foam on the surface to indicate fermentation, stir in a tiny pinch of baker’s yeast to encourage it. Confession: I’ve made the cordial with supermarket frozen raspberries more than once, and haven’t needed to supplement it with commercial yeast.

This recipe is adapted from Leda Meredith's Preserving Everything.

Course Drinks
Cuisine American
Prep Time 20 minutes
Total Time 61 days
Servings 5 Cups

Equipment

  • 2 large bowls
  • 1 potato masher or food processor
  • 1 sieve or colander
  • cheesecloth or clean kitchen towel
  • 2-3 very clean, very dry bottles. How many depends on the volume each contains.
  • 1 funnel
  • Ziploc bag or balloon for each bottle
  • 1 needle or pin
  • corks or other dependable stoppers

Ingredients

  • 2 quarts – 8 cups – 2 liters – fresh or frozen raspberries
  • 2 cups boiling water
  • 2 cups granulated white sugar

Instructions

  • If using frozen berries, thaw them out.
  • Crush the berries in a non-reactive bowl with a potato masher. Or pulse them briefly in the food processor, then transfer the mass to a crock or bowl. Don’t attempt to puree the berries, just break them down into fine chunks.
  • Have the water boiling. Stir it into the raspberry mass.
  • Cover the bowl with cheesecloth or a clean kitchen towel. Now leave it in place for 24 hours, stirring once in a while.
  • Strain the liquid into the second clean bowl through a sieve or colander lined with cheesecloth. The more you strain, the more juice you get and the less seeds to deal with.
  • Discard the seedy pulp.
  • Add the sugar to the juice, stirring. Stir well again every 15 minutes for the next hour, making 5 times altogether.
  • Strain the sweetened juice again.
  • Funnel the cordial into your bottles. It will continue fermenting.
  • Do not cork the bottles yet; fermentation creates gases that can pop corks right off and spew your beautiful cordial everywhere. Fit a Ziploc bag or balloon over each bottle and secure it with a rubber band. Pierce each bag once with the needle. This keeps dust and bugs out and allows fermentation gases to escape.
  • Put the bottles upright in a cool, dark place. The bag will inflate as the cordial ferments. When they deflate, you can cork the cordial. This should take about two months.
  • Store the bottles on their sides in that cool, dark place for a further 2 months. The wait is worthwhile to let the cordial mature.
  • The cordial may be a little fizzy when first poured out. Drink it that way if you like. Otherwise, decant it. There may be some sediment at the very bottom of the bottle. In that case, pour the cordial off gently to leave the sediment behind.
  • Kept corked and cool, the raspberry cordial will stay delicious at least a year. But you’ll probably drink it up way before.

Notes

How to serve raspberry cordial: Pour it into tumblers or small glasses, either at cool room temperature or cold. I like it iced, myself.

Other seasonal berries like yellow raspberries, blackberries, mulberries, and blueberries can be substituted in this recipe. Naturally, the color will be different according to the fruit used. Best is to use organic or foraged fruit. 

If making the cordial in quantity, it’s worth investing in one or more fermentation locks, as many as needed for your bottles. These locks do a great job of keeping the cordial clean while allowing gases to escape. Find them at local winemaking suppliers or order online.

fresh raspberries for cordial

The post Put Summer In A Bottle: Brew Raspberry Cordial appeared first on Green Prophet.

Asynchronous Design Critique: Giving Feedback

Feedback, in whichever form it takes, and whatever it may be called, is one of the most effective soft skills that we have at our disposal to collaboratively get our designs to a better place while growing our own skills and perspectives.

Feedback is also one of the most underestimated tools, and often by assuming that we’re already good at it, we settle, forgetting that it’s a skill that can be trained, grown, and improved. Poor feedback can create confusion in projects, bring down morale, and affect trust and team collaboration over the long term. Quality feedback can be a transformative force. 

Practicing our skills is surely a good way to improve, but the learning gets even faster when it’s paired with a good foundation that channels and focuses the practice. What are some foundational aspects of giving good feedback? And how can feedback be adjusted for remote and distributed work environments? 

On the web, we can identify a long tradition of asynchronous feedback: from the early days of open source, code was shared and discussed on mailing lists. Today, developers engage on pull requests, designers comment in their favorite design tools, project managers and scrum masters exchange ideas on tickets, and so on.

Design critique is often the name used for a type of feedback that’s provided to make our work better, collaboratively. So it shares a lot of the principles with feedback in general, but it also has some differences.

The content

The foundation of every good critique is the feedback’s content, so that’s where we need to start. There are many models that you can use to shape your content. The one that I personally like best—because it’s clear and actionable—is this one from Lara Hogan.

While this equation is generally used to give feedback to people, it also fits really well in a design critique because it ultimately answers some of the core questions that we work on: What? Where? Why? How? Imagine that you’re giving some feedback about some design work that spans multiple screens, like an onboarding flow: there are some pages shown, a flow blueprint, and an outline of the decisions made. You spot something that could be improved. If you keep the three elements of the equation in mind, you’ll have a mental model that can help you be more precise and effective.

Here is a comment that could be given as a part of some feedback, and it might look reasonable at a first glance: it seems to superficially fulfill the elements in the equation. But does it?

Not sure about the buttons’ styles and hierarchy—it feels off. Can you change them?

Observation for design feedback doesn’t just mean pointing out which part of the interface your feedback refers to, but it also refers to offering a perspective that’s as specific as possible. Are you providing the user’s perspective? Your expert perspective? A business perspective? The project manager’s perspective? A first-time user’s perspective?

When I see these two buttons, I expect one to go forward and one to go back.

Impact is about the why. Just pointing out a UI element might sometimes be enough if the issue may be obvious, but more often than not, you should add an explanation of what you’re pointing out.

When I see these two buttons, I expect one to go forward and one to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow.

The question approach is meant to provide open guidance by eliciting the critical thinking in the designer receiving the feedback. Notably, in Lara’s equation she provides a second approach: request, which instead provides guidance toward a specific solution. While that’s a viable option for feedback in general, for design critiques, in my experience, defaulting to the question approach usually reaches the best solutions because designers are generally more comfortable in being given an open space to explore.

The difference between the two can be exemplified with, for the question approach:

When I see these two buttons, I expect one to go forward and one to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Would it make sense to unify them?

Or, for the request approach:

When I see these two buttons, I expect one to go forward and one to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same pair of forward and back buttons.

At this point in some situations, it might be useful to integrate with an extra why: why you consider the given suggestion to be better.

When I see these two buttons, I expect one to go forward and one to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same two forward and back buttons so that users don’t get confused.

Choosing the question approach or the request approach can also at times be a matter of personal preference. A while ago, I was putting a lot of effort into improving my feedback: I did rounds of anonymous feedback, and I reviewed feedback with other people. After a few rounds of this work and a year later, I got a positive response: my feedback came across as effective and grounded. Until I changed teams. To my shock, my next round of feedback from one specific person wasn’t that great. The reason is that I had previously tried not to be prescriptive in my advice—because the people who I was previously working with preferred the open-ended question format over the request style of suggestions. But now in this other team, there was one person who instead preferred specific guidance. So I adapted my feedback for them to include requests.

One comment that I heard come up a few times is that this kind of feedback is quite long, and it doesn’t seem very efficient. No… but also yes. Let’s explore both sides.

No, this style of feedback is actually efficient because the length here is a byproduct of clarity, and spending time giving this kind of feedback can provide exactly enough information for a good fix. Also if we zoom out, it can reduce future back-and-forth conversations and misunderstandings, improving the overall efficiency and effectiveness of collaboration beyond the single comment. Imagine that in the example above the feedback were instead just, “Let’s make sure that all screens have the same two forward and back buttons.” The designer receiving this feedback wouldn’t have much to go by, so they might just apply the change. In later iterations, the interface might change or they might introduce new features—and maybe that change might not make sense anymore. Without the why, the designer might imagine that the change is about consistency… but what if it wasn’t? So there could now be an underlying concern that changing the buttons would be perceived as a regression.

Yes, this style of feedback is not always efficient because the points in some comments don’t always need to be exhaustive, sometimes because certain changes may be obvious (“The font used doesn’t follow our guidelines”) and sometimes because the team may have a lot of internal knowledge such that some of the whys may be implied.

So the equation above isn’t meant to suggest a strict template for feedback but a mnemonic to reflect and improve the practice. Even after years of active work on my critiques, I still from time to time go back to this formula and reflect on whether what I just wrote is effective.

The tone

Well-grounded content is the foundation of feedback, but that’s not really enough. The soft skills of the person who’s providing the critique can multiply the likelihood that the feedback will be well received and understood. Tone alone can make the difference between content that’s rejected or welcomed, and it’s been demonstrated that only positive feedback creates sustained change in people.

Since our goal is to be understood and to have a positive working environment, tone is essential to work on. Over the years, I’ve tried to summarize the required soft skills in a formula that mirrors the one for content: the receptivity equation.

Respectful feedback comes across as grounded, solid, and constructive. It’s the kind of feedback that, whether it’s positive or negative, is perceived as useful and fair.

Timing refers to when the feedback happens. To-the-point feedback doesn’t have much hope of being well received if it’s given at the wrong time. Questioning the entire high-level information architecture of a new feature when it’s about to ship might still be relevant if that questioning highlights a major blocker that nobody saw, but it’s way more likely that those concerns will have to wait for a later rework. So in general, attune your feedback to the stage of the project. Early iteration? Late iteration? Polishing work in progress? These all have different needs. The right timing will make it more likely that your feedback will be well received.

Attitude is the equivalent of intent, and in the context of person-to-person feedback, it can be referred to as radical candor. That means checking before we write to see whether what we have in mind will truly help the person and make the project better overall. This might be a hard reflection at times because maybe we don’t want to admit that we don’t really appreciate that person. Hopefully that’s not the case, but that can happen, and that’s okay. Acknowledging and owning that can help you make up for that: how would I write if I really cared about them? How can I avoid being passive aggressive? How can I be more constructive?

Form is relevant especially in a diverse and cross-cultural work environments because having great content, perfect timing, and the right attitude might not come across if the way that we write creates misunderstandings. There might be many reasons for this: sometimes certain words might trigger specific reactions; sometimes nonnative speakers might not understand all the nuances of some sentences; sometimes our brains might just be different and we might perceive the world differently—neurodiversity must be taken into consideration. Whatever the reason, it’s important to review not just what we write but how.

A few years back, I was asking for some feedback on how I give feedback. I received some good advice but also a comment that surprised me. They pointed out that when I wrote “Oh, […],” I made them feel stupid. That wasn’t my intent! I felt really bad, and I just realized that I provided feedback to them for months, and every time I might have made them feel stupid. I was horrified… but also thankful. I made a quick fix: I added “oh” in my list of replaced words (your choice between: macOS’s text replacement, aText, TextExpander, or others) so that when I typed “oh,” it was instantly deleted. 

Something to highlight because it’s quite frequent—especially in teams that have a strong group spirit—is that people tend to beat around the bush. It’s important to remember here that a positive attitude doesn’t mean going light on the feedback—it just means that even when you provide hard, difficult, or challenging feedback, you do so in a way that’s respectful and constructive. The nicest thing that you can do for someone is to help them grow.

We have a great advantage in giving feedback in written form: it can be reviewed by another person who isn’t directly involved, which can help to reduce or remove any bias that might be there. I found that the best, most insightful moments for me have happened when I’ve shared a comment and I’ve asked someone who I highly trusted, “How does this sound?,” “How can I do it better,” and even “How would you have written it?”—and I’ve learned a lot by seeing the two versions side by side.

The format

Asynchronous feedback also has a major inherent advantage: we can take more time to refine what we’ve written to make sure that it fulfills two main goals: the clarity of communication and the actionability of the suggestions.

Let’s imagine that someone shared a design iteration for a project. You are reviewing it and leaving a comment. There are many ways to do this, and of course context matters, but let’s try to think about some elements that may be useful to consider.

In terms of clarity, start by grounding the critique that you’re about to give by providing context. Specifically, this means describing where you’re coming from: do you have a deep knowledge of the project, or is this the first time that you’re seeing it? Are you coming from a high-level perspective, or are you figuring out the details? Are there regressions? Which user’s perspective are you taking when providing your feedback? Is the design iteration at a point where it would be okay to ship this, or are there major things that need to be addressed first?

Providing context is helpful even if you’re sharing feedback within a team that already has some information on the project. And context is absolutely essential when giving cross-team feedback. If I were to review a design that might be indirectly related to my work, and if I had no knowledge about how the project arrived at that point, I would say so, highlighting my take as external.

We often focus on the negatives, trying to outline all the things that could be done better. That’s of course important, but it’s just as important—if not more—to focus on the positives, especially if you saw progress from the previous iteration. This might seem superfluous, but it’s important to keep in mind that design is a discipline where there are hundreds of possible solutions for every problem. So pointing out that the design solution that was chosen is good and explaining why it’s good has two major benefits: it confirms that the approach taken was solid, and it helps to ground your negative feedback. In the longer term, sharing positive feedback can help prevent regressions on things that are going well because those things will have been highlighted as important. As a bonus, positive feedback can also help reduce impostor syndrome.

There’s one powerful approach that combines both context and a focus on the positives: frame how the design is better than the status quo (compared to a previous iteration, competitors, or benchmarks) and why, and then on that foundation, you can add what could be improved. This is powerful because there’s a big difference between a critique that’s for a design that’s already in good shape and a critique that’s for a design that isn’t quite there yet.

Another way that you can improve your feedback is to depersonalize the feedback: the comments should always be about the work, never about the person who made it. It’s “This button isn’t well aligned” versus “You haven’t aligned this button well.” This is very easy to change in your writing by reviewing it just before sending.

In terms of actionability, one of the best approaches to help the designer who’s reading through your feedback is to split it into bullet points or paragraphs, which are easier to review and analyze one by one. For longer pieces of feedback, you might also consider splitting it into sections or even across multiple comments. Of course, adding screenshots or signifying markers of the specific part of the interface you’re referring to can also be especially useful.

One approach that I’ve personally used effectively in some contexts is to enhance the bullet points with four markers using emojis. So a red square 🟥 means that it’s something that I consider blocking; a yellow diamond 🔶 is something that I can be convinced otherwise, but it seems to me that it should be changed; and a green circle 🟢 is a detailed, positive confirmation. I also use a blue spiral 🌀 for either something that I’m not sure about, an exploration, an open alternative, or just a note. But I’d use this approach only on teams where I’ve already established a good level of trust because if it happens that I have to deliver a lot of red squares, the impact could be quite demoralizing, and I’d reframe how I’d communicate that a bit.

Let’s see how this would work by reusing the example that we used earlier as the first bullet point in this list:

  • 🔶 Navigation—When I see these two buttons, I expect one to go forward and one to go back. But this is the only screen where this happens, as before we just used a single button and an “×” to close. This seems to be breaking the consistency in the flow. Let’s make sure that all screens have the same two forward and back buttons so that users don’t get confused.
  • 🟢 Overall—I think the page is solid, and this is good enough to be our release candidate for a version 1.0.
  • 🟢 Metrics—Good improvement in the buttons on the metrics area; the improved contrast and new focus style make them more accessible.
  •  🟥  Button Style—Using the green accent in this context creates the impression that it’s a positive action because green is usually perceived as a confirmation color. Do we need to explore a different color?
  • 🔶Tiles—Given the number of items on the page, and the overall page hierarchy, it seems to me that the tiles shouldn’t be using the Subtitle 1 style but the Subtitle 2 style. This will keep the visual hierarchy more consistent.
  • 🌀 Background—Using a light texture works well, but I wonder whether it adds too much noise in this kind of page. What is the thinking in using that?

What about giving feedback directly in Figma or another design tool that allows in-place feedback? In general, I find these difficult to use because they hide discussions and they’re harder to track, but in the right context, they can be very effective. Just make sure that each of the comments is separate so that it’s easier to match each discussion to a single task, similar to the idea of splitting mentioned above.

One final note: say the obvious. Sometimes we might feel that something is obviously good or obviously wrong, and so we don’t say it. Or sometimes we might have a doubt that we don’t express because the question might sound stupid. Say it—that’s okay. You might have to reword it a little bit to make the reader feel more comfortable, but don’t hold it back. Good feedback is transparent, even when it may be obvious.

There’s another advantage of asynchronous feedback: written feedback automatically tracks decisions. Especially in large projects, “Why did we do this?” could be a question that pops up from time to time, and there’s nothing better than open, transparent discussions that can be reviewed at any time. For this reason, I recommend using software that saves these discussions, without hiding them once they are resolved. 

Content, tone, and format. Each one of these subjects provides a useful model, but working to improve eight areas—observation, impact, question, timing, attitude, form, clarity, and actionability—is a lot of work to put in all at once. One effective approach is to take them one by one: first identify the area that you lack the most (either from your perspective or from feedback from others) and start there. Then the second, then the third, and so on. At first you’ll have to put in extra time for every piece of feedback that you give, but after a while, it’ll become second nature, and your impact on the work will multiply.

Thanks to Brie Anne Demkiw and Mike Shelton for reviewing the first draft of this article.

Asynchronous Design Critique: Getting Feedback

“Any comment?” is probably one of the worst ways to ask for feedback. It’s vague and open ended, and it doesn’t provide any indication of what we’re looking for. Getting good feedback starts earlier than we might expect: it starts with the request. 

It might seem counterintuitive to start the process of receiving feedback with a question, but that makes sense if we realize that getting feedback can be thought of as a form of design research. In the same way that we wouldn’t do any research without the right questions to get the insights that we need, the best way to ask for feedback is also to craft sharp questions.

Design critique is not a one-shot process. Sure, any good feedback workflow continues until the project is finished, but this is particularly true for design because design work continues iteration after iteration, from a high level to the finest details. Each level needs its own set of questions.

And finally, as with any good research, we need to review what we got back, get to the core of its insights, and take action. Question, iteration, and review. Let’s look at each of those.

The question

Being open to feedback is essential, but we need to be precise about what we’re looking for. Just saying “Any comment?”, “What do you think?”, or “I’d love to get your opinion” at the end of a presentation—whether it’s in person, over video, or through a written post—is likely to get a number of varied opinions or, even worse, get everyone to follow the direction of the first person who speaks up. And then… we get frustrated because vague questions like those can turn a high-level flows review into people instead commenting on the borders of buttons. Which might be a hearty topic, so it might be hard at that point to redirect the team to the subject that you had wanted to focus on.

But how do we get into this situation? It’s a mix of factors. One is that we don’t usually consider asking as a part of the feedback process. Another is how natural it is to just leave the question implied, expecting the others to be on the same page. Another is that in nonprofessional discussions, there’s often no need to be that precise. In short, we tend to underestimate the importance of the questions, so we don’t work on improving them.

The act of asking good questions guides and focuses the critique. It’s also a form of consent: it makes it clear that you’re open to comments and what kind of comments you’d like to get. It puts people in the right mental state, especially in situations when they weren’t expecting to give feedback.

There isn’t a single best way to ask for feedback. It just needs to be specific, and specificity can take many shapes. A model for design critique that I’ve found particularly useful in my coaching is the one of stage versus depth.

Stage” refers to each of the steps of the process—in our case, the design process. In progressing from user research to the final design, the kind of feedback evolves. But within a single step, one might still review whether some assumptions are correct and whether there’s been a proper translation of the amassed feedback into updated designs as the project has evolved. A starting point for potential questions could derive from the layers of user experience. What do you want to know: Project objectives? User needs? Functionality? Content? Interaction design? Information architecture? UI design? Navigation design? Visual design? Branding?

Here’re a few example questions that are precise and to the point that refer to different layers:

  • Functionality: Is automating account creation desirable?
  • Interaction design: Take a look through the updated flow and let me know whether you see any steps or error states that I might’ve missed.
  • Information architecture: We have two competing bits of information on this page. Is the structure effective in communicating them both?
  • UI design: What are your thoughts on the error counter at the top of the page that makes sure that you see the next error, even if the error is out of the viewport? 
  • Navigation design: From research, we identified these second-level navigation items, but once you’re on the page, the list feels too long and hard to navigate. Are there any suggestions to address this?
  • Visual design: Are the sticky notifications in the bottom-right corner visible enough?

The other axis of specificity is about how deep you’d like to go on what’s being presented. For example, we might have introduced a new end-to-end flow, but there was a specific view that you found particularly challenging and you’d like a detailed review of that. This can be especially useful from one iteration to the next where it’s important to highlight the parts that have changed.

There are other things that we can consider when we want to achieve more specific—and more effective—questions.

A simple trick is to remove generic qualifiers from your questions like “good,” “well,” “nice,” “bad,” “okay,” and “cool.” For example, asking, “When the block opens and the buttons appear, is this interaction good?” might look specific, but you can spot the “good” qualifier, and convert it to an even better question: “When the block opens and the buttons appear, is it clear what the next action is?”

Sometimes we actually do want broad feedback. That’s rare, but it can happen. In that sense, you might still make it explicit that you’re looking for a wide range of opinions, whether at a high level or with details. Or maybe just say, “At first glance, what do you think?” so that it’s clear that what you’re asking is open ended but focused on someone’s impression after their first five seconds of looking at it.

Sometimes the project is particularly expansive, and some areas may have already been explored in detail. In these situations, it might be useful to explicitly say that some parts are already locked in and aren’t open to feedback. It’s not something that I’d recommend in general, but I’ve found it useful to avoid falling again into rabbit holes of the sort that might lead to further refinement but aren’t what’s most important right now.

Asking specific questions can completely change the quality of the feedback that you receive. People with less refined critique skills will now be able to offer more actionable feedback, and even expert designers will welcome the clarity and efficiency that comes from focusing only on what’s needed. It can save a lot of time and frustration.

The iteration

Design iterations are probably the most visible part of the design work, and they provide a natural checkpoint for feedback. Yet a lot of design tools with inline commenting tend to show changes as a single fluid stream in the same file, and those types of design tools make conversations disappear once they’re resolved, update shared UI components automatically, and compel designs to always show the latest version—unless these would-be helpful features were to be manually turned off. The implied goal that these design tools seem to have is to arrive at just one final copy with all discussions closed, probably because they inherited patterns from how written documents are collaboratively edited. That’s probably not the best way to approach design critiques, but even if I don’t want to be too prescriptive here: that could work for some teams.

The asynchronous design-critique approach that I find most effective is to create explicit checkpoints for discussion. I’m going to use the term iteration post for this. It refers to a write-up or presentation of the design iteration followed by a discussion thread of some kind. Any platform that can accommodate this structure can use this. By the way, when I refer to a “write-up or presentation,” I’m including video recordings or other media too: as long as it’s asynchronous, it works.

Using iteration posts has many advantages:

  • It creates a rhythm in the design work so that the designer can review feedback from each iteration and prepare for the next.
  • It makes decisions visible for future review, and conversations are likewise always available.
  • It creates a record of how the design changed over time.
  • Depending on the tool, it might also make it easier to collect feedback and act on it.

These posts of course don’t mean that no other feedback approach should be used, just that iteration posts could be the primary rhythm for a remote design team to use. And other feedback approaches (such as live critique, pair designing, or inline comments) can build from there.

I don’t think there’s a standard format for iteration posts. But there are a few high-level elements that make sense to include as a baseline:

  1. The goal
  2. The design
  3. The list of changes
  4. The questions

Each project is likely to have a goal, and hopefully it’s something that’s already been summarized in a single sentence somewhere else, such as the client brief, the product manager’s outline, or the project owner’s request. So this is something that I’d repeat in every iteration post—literally copy and pasting it. The idea is to provide context and to repeat what’s essential to make each iteration post complete so that there’s no need to find information spread across multiple posts. If I want to know about the latest design, the latest iteration post will have all that I need.

This copy-and-paste part introduces another relevant concept: alignment comes from repetition. So having posts that repeat information is actually very effective toward making sure that everyone is on the same page.

The design is then the actual series of information-architecture outlines, diagrams, flows, maps, wireframes, screens, visuals, and any other kind of design work that’s been done. In short, it’s any design artifact. For the final stages of work, I prefer the term blueprint to emphasize that I’ll be showing full flows instead of individual screens to make it easier to understand the bigger picture. 

It can also be useful to label the artifacts with clear titles because that can make it easier to refer to them. Write the post in a way that helps people understand the work. It’s not too different from organizing a good live presentation. 

For an efficient discussion, you should also include a bullet list of the changes from the previous iteration to let people focus on what’s new, which can be especially useful for larger pieces of work where keeping track, iteration after iteration, could become a challenge.

And finally, as noted earlier, it’s essential that you include a list of the questions to drive the design critique in the direction you want. Doing this as a numbered list can also help make it easier to refer to each question by its number.

Not all iterations are the same. Earlier iterations don’t need to be as tightly focused—they can be more exploratory and experimental, maybe even breaking some of the design-language guidelines to see what’s possible. Then later, the iterations start settling on a solution and refining it until the design process reaches its end and the feature ships.

I want to highlight that even if these iteration posts are written and conceived as checkpoints, by no means do they need to be exhaustive. A post might be a draft—just a concept to get a conversation going—or it could be a cumulative list of each feature that was added over the course of each iteration until the full picture is done.

Over time, I also started using specific labels for incremental iterations: i1, i2, i3, and so on. This might look like a minor labelling tip, but it can help in multiple ways:

  • Unique—It’s a clear unique marker. Within each project, one can easily say, “This was discussed in i4,” and everyone knows where they can go to review things.
  • Unassuming—It works like versions (such as v1, v2, and v3) but in contrast, versions create the impression of something that’s big, exhaustive, and complete. Iterations must be able to be exploratory, incomplete, partial.
  • Future proof—It resolves the “final” naming problem that you can run into with versions. No more files named “final final complete no-really-its-done.” Within each project, the largest number always represents the latest iteration.

To mark when a design is complete enough to be worked on, even if there might be some bits still in need of attention and in turn more iterations needed, the wording release candidate (RC) could be used to describe it: “with i8, we reached RC” or “i12 is an RC.”

The review

What usually happens during a design critique is an open discussion, with a back and forth between people that can be very productive. This approach is particularly effective during live, synchronous feedback. But when we work asynchronously, it’s more effective to use a different approach: we can shift to a user-research mindset. Written feedback from teammates, stakeholders, or others can be treated as if it were the result of user interviews and surveys, and we can analyze it accordingly.

This shift has some major benefits that make asynchronous feedback particularly effective, especially around these friction points:

  1. It removes the pressure to reply to everyone.
  2. It reduces the frustration from swoop-by comments.
  3. It lessens our personal stake.

The first friction point is feeling a pressure to reply to every single comment. Sometimes we write the iteration post, and we get replies from our team. It’s just a few of them, it’s easy, and it doesn’t feel like a problem. But other times, some solutions might require more in-depth discussions, and the amount of replies can quickly increase, which can create a tension between trying to be a good team player by replying to everyone and doing the next design iteration. This might be especially true if the person who’s replying is a stakeholder or someone directly involved in the project who we feel that we need to listen to. We need to accept that this pressure is absolutely normal, and it’s human nature to try to accommodate people who we care about. Sometimes replying to all comments can be effective, but if we treat a design critique more like user research, we realize that we don’t have to reply to every comment, and in asynchronous spaces, there are alternatives:

  • One is to let the next iteration speak for itself. When the design evolves and we post a follow-up iteration, that’s the reply. You might tag all the people who were involved in the previous discussion, but even that’s a choice, not a requirement. 
  • Another is to briefly reply to acknowledge each comment, such as “Understood. Thank you,” “Good points—I’ll review,” or “Thanks. I’ll include these in the next iteration.” In some cases, this could also be just a single top-level comment along the lines of “Thanks for all the feedback everyone—the next iteration is coming soon!”
  • Another is to provide a quick summary of the comments before moving on. Depending on your workflow, this can be particularly useful as it can provide a simplified checklist that you can then use for the next iteration.

The second friction point is the swoop-by comment, which is the kind of feedback that comes from someone outside the project or team who might not be aware of the context, restrictions, decisions, or requirements—or of the previous iterations’ discussions. On their side, there’s something that one can hope that they might learn: they could start to acknowledge that they’re doing this and they could be more conscious in outlining where they’re coming from. Swoop-by comments often trigger the simple thought “We’ve already discussed this…”, and it can be frustrating to have to repeat the same reply over and over.

Let’s begin by acknowledging again that there’s no need to reply to every comment. If, however, replying to a previously litigated point might be useful, a short reply with a link to the previous discussion for extra details is usually enough. Remember, alignment comes from repetition, so it’s okay to repeat things sometimes!

Swoop-by commenting can still be useful for two reasons: they might point out something that still isn’t clear, and they also have the potential to stand in for the point of view of a user who’s seeing the design for the first time. Sure, you’ll still be frustrated, but that might at least help in dealing with it.

The third friction point is the personal stake we could have with the design, which could make us feel defensive if the review were to feel more like a discussion. Treating feedback as user research helps us create a healthy distance between the people giving us feedback and our ego (because yes, even if we don’t want to admit it, it’s there). And ultimately, treating everything in aggregated form allows us to better prioritize our work.

Always remember that while you need to listen to stakeholders, project owners, and specific advice, you don’t have to accept every piece of feedback. You have to analyze it and make a decision that you can justify, but sometimes “no” is the right answer. 

As the designer leading the project, you’re in charge of that decision. Ultimately, everyone has their specialty, and as the designer, you’re the one who has the most knowledge and the most context to make the right decision. And by listening to the feedback that you’ve received, you’re making sure that it’s also the best and most balanced decision.

Thanks to Brie Anne Demkiw and Mike Shelton for reviewing the first draft of this article.

Designing for the Unexpected

I’m not sure when I first heard this quote, but it’s something that has stayed with me over the years. How do you create services for situations you can’t imagine? Or design products that work on devices yet to be invented?

Flash, Photoshop, and responsive design

When I first started designing websites, my go-to software was Photoshop. I created a 960px canvas and set about creating a layout that I would later drop content in. The development phase was about attaining pixel-perfect accuracy using fixed widths, fixed heights, and absolute positioning.

Ethan Marcotte’s talk at An Event Apart and subsequent article “Responsive Web Design” in A List Apart in 2010 changed all this. I was sold on responsive design as soon as I heard about it, but I was also terrified. The pixel-perfect designs full of magic numbers that I had previously prided myself on producing were no longer good enough.

The fear wasn’t helped by my first experience with responsive design. My first project was to take an existing fixed-width website and make it responsive. What I learned the hard way was that you can’t just add responsiveness at the end of a project. To create fluid layouts, you need to plan throughout the design phase.

A new way to design

Designing responsive or fluid sites has always been about removing limitations, producing content that can be viewed on any device. It relies on the use of percentage-based layouts, which I initially achieved with native CSS and utility classes:

.column-span-6 {
  width: 49%;
  float: left;
  margin-right: 0.5%;
  margin-left: 0.5%;
}


.column-span-4 {
  width: 32%;
  float: left;
  margin-right: 0.5%;
  margin-left: 0.5%;
}

.column-span-3 {
  width: 24%;
  float: left;
  margin-right: 0.5%;
  margin-left: 0.5%;
}

Then with Sass so I could take advantage of @includes to re-use repeated blocks of code and move back to more semantic markup:

.logo {
  @include colSpan(6);
}

.search {
  @include colSpan(3);
}

.social-share {
  @include colSpan(3);
}

Media queries

The second ingredient for responsive design is media queries. Without them, content would shrink to fit the available space regardless of whether that content remained readable (The exact opposite problem occurred with the introduction of a mobile-first approach).

Media queries prevented this by allowing us to add breakpoints where the design could adapt. Like most people, I started out with three breakpoints: one for desktop, one for tablets, and one for mobile. Over the years, I added more and more for phablets, wide screens, and so on. 

For years, I happily worked this way and improved both my design and front-end skills in the process. The only problem I encountered was making changes to content, since with our Sass grid system in place, there was no way for the site owners to add content without amending the markup—something a small business owner might struggle with. This is because each row in the grid was defined using a div as a container. Adding content meant creating new row markup, which requires a level of HTML knowledge.

Row markup was a staple of early responsive design, present in all the widely used frameworks like Bootstrap and Skeleton.

1 of 7
2 of 7
3 of 7
4 of 7
5 of 7
6 of 7
7 of 7

Another problem arose as I moved from a design agency building websites for small- to medium-sized businesses, to larger in-house teams where I worked across a suite of related sites. In those roles I started to work much more with reusable components. 

Our reliance on media queries resulted in components that were tied to common viewport sizes. If the goal of component libraries is reuse, then this is a real problem because you can only use these components if the devices you’re designing for correspond to the viewport sizes used in the pattern library—in the process not really hitting that “devices that don’t yet exist”  goal.

Then there’s the problem of space. Media queries allow components to adapt based on the viewport size, but what if I put a component into a sidebar, like in the figure below?

Container queries: our savior or a false dawn?

Container queries have long been touted as an improvement upon media queries, but at the time of writing are unsupported in most browsers. There are JavaScript workarounds, but they can create dependency and compatibility issues. The basic theory underlying container queries is that elements should change based on the size of their parent container and not the viewport width, as seen in the following illustrations.

One of the biggest arguments in favor of container queries is that they help us create components or design patterns that are truly reusable because they can be picked up and placed anywhere in a layout. This is an important step in moving toward a form of component-based design that works at any size on any device.

In other words, responsive components to replace responsive layouts.

Container queries will help us move from designing pages that respond to the browser or device size to designing components that can be placed in a sidebar or in the main content, and respond accordingly.

My concern is that we are still using layout to determine when a design needs to adapt. This approach will always be restrictive, as we will still need pre-defined breakpoints. For this reason, my main question with container queries is, How would we decide when to change the CSS used by a component? 

A component library removed from context and real content is probably not the best place for that decision. 

As the diagrams below illustrate, we can use container queries to create designs for specific container widths, but what if I want to change the design based on the image size or ratio?

In this example, the dimensions of the container are not what should dictate the design; rather, the image is.

It’s hard to say for sure whether container queries will be a success story until we have solid cross-browser support for them. Responsive component libraries would definitely evolve how we design and would improve the possibilities for reuse and design at scale. But maybe we will always need to adjust these components to suit our content.

CSS is changing

Whilst the container query debate rumbles on, there have been numerous advances in CSS that change the way we think about design. The days of fixed-width elements measured in pixels and floated div elements used to cobble layouts together are long gone, consigned to history along with table layouts. Flexbox and CSS Grid have revolutionized layouts for the web. We can now create elements that wrap onto new rows when they run out of space, not when the device changes.

.wrapper {
  display: grid;
  grid-template-columns: repeat(auto-fit, 450px);
  gap: 10px;
}

The repeat() function paired with auto-fit or auto-fill allows us to specify how much space each column should use while leaving it up to the browser to decide when to spill the columns onto a new line. Similar things can be achieved with Flexbox, as elements can wrap over multiple rows and “flex” to fill available space. 

.wrapper {
  display: flex;
  flex-wrap: wrap;
  justify-content: space-between;
}

.child {
  flex-basis: 32%;
  margin-bottom: 20px;
}

The biggest benefit of all this is you don’t need to wrap elements in container rows. Without rows, content isn’t tied to page markup in quite the same way, allowing for removals or additions of content without additional development.

This is a big step forward when it comes to creating designs that allow for evolving content, but the real game changer for flexible designs is CSS Subgrid. 

Remember the days of crafting perfectly aligned interfaces, only for the customer to add an unbelievably long header almost as soon as they’re given CMS access, like the illustration below?

Subgrid allows elements to respond to adjustments in their own content and in the content of sibling elements, helping us create designs more resilient to change.

.wrapper {
  display: grid;
  grid-template-columns: repeat(auto-fit, minmax(150px, 1fr));
     grid-template-rows: auto 1fr auto;
  gap: 10px;
}

.sub-grid {
  display: grid;
  grid-row: span 3;
  grid-template-rows: subgrid; /* sets rows to parent grid */
}

CSS Grid allows us to separate layout and content, thereby enabling flexible designs. Meanwhile, Subgrid allows us to create designs that can adapt in order to suit morphing content. Subgrid at the time of writing is only supported in Firefox but the above code can be implemented behind an @supports feature query. 

Intrinsic layouts 

I’d be remiss not to mention intrinsic layouts, the term created by Jen Simmons to describe a mixture of new and old CSS features used to create layouts that respond to available space. 

Responsive layouts have flexible columns using percentages. Intrinsic layouts, on the other hand, use the fr unit to create flexible columns that won’t ever shrink so much that they render the content illegible.

fr units is a way to say I want you to distribute the extra space in this way, but…don’t ever make it smaller than the content that’s inside of it.

—Jen Simmons, “Designing Intrinsic Layouts”

Intrinsic layouts can also utilize a mixture of fixed and flexible units, allowing the content to dictate the space it takes up.

What makes intrinsic design stand out is that it not only creates designs that can withstand future devices but also helps scale design without losing flexibility. Components and patterns can be lifted and reused without the prerequisite of having the same breakpoints or the same amount of content as in the previous implementation. 

We can now create designs that adapt to the space they have, the content within them, and the content around them. With an intrinsic approach, we can construct responsive components without depending on container queries.

Another 2010 moment?

This intrinsic approach should in my view be every bit as groundbreaking as responsive web design was ten years ago. For me, it’s another “everything changed” moment. 

But it doesn’t seem to be moving quite as fast; I haven’t yet had that same career-changing moment I had with responsive design, despite the widely shared and brilliant talk that brought it to my attention. 

One reason for that could be that I now work in a large organization, which is quite different from the design agency role I had in 2010. In my agency days, every new project was a clean slate, a chance to try something new. Nowadays, projects use existing tools and frameworks and are often improvements to existing websites with an existing codebase. 

Another could be that I feel more prepared for change now. In 2010 I was new to design in general; the shift was frightening and required a lot of learning. Also, an intrinsic approach isn’t exactly all-new; it’s about using existing skills and existing CSS knowledge in a different way. 

You can’t framework your way out of a content problem

Another reason for the slightly slower adoption of intrinsic design could be the lack of quick-fix framework solutions available to kick-start the change. 

Responsive grid systems were all over the place ten years ago. With a framework like Bootstrap or Skeleton, you had a responsive design template at your fingertips.

Intrinsic design and frameworks do not go hand in hand quite so well because the benefit of having a selection of units is a hindrance when it comes to creating layout templates. The beauty of intrinsic design is combining different units and experimenting with techniques to get the best for your content.

And then there are design tools. We probably all, at some point in our careers, used Photoshop templates for desktop, tablet, and mobile devices to drop designs in and show how the site would look at all three stages.

How do you do that now, with each component responding to content and layouts flexing as and when they need to? This type of design must happen in the browser, which personally I’m a big fan of. 

The debate about “whether designers should code” is another that has rumbled on for years. When designing a digital product, we should, at the very least, design for a best- and worst-case scenario when it comes to content. To do this in a graphics-based software package is far from ideal. In code, we can add longer sentences, more radio buttons, and extra tabs, and watch in real time as the design adapts. Does it still work? Is the design too reliant on the current content?

Personally, I look forward to the day intrinsic design is the standard for design, when a design component can be truly flexible and adapt to both its space and content with no reliance on device or container dimensions.

Content first 

Content is not constant. After all, to design for the unknown or unexpected we need to account for content changes like our earlier Subgrid card example that allowed the cards to respond to adjustments to their own content and the content of sibling elements.

Thankfully, there’s more to CSS than layout, and plenty of properties and values can help us put content first. Subgrid and pseudo-elements like ::first-line and ::first-letter help to separate design from markup so we can create designs that allow for changes.

Instead of old markup hacks like this—

First line of text with different styling...

—we can target content based on where it appears.

.element::first-line {
  font-size: 1.4em;
}

.element::first-letter {
  color: red;
}

Much bigger additions to CSS include logical properties, which change the way we construct designs using logical dimensions (start and end) instead of physical ones (left and right), something CSS Grid also does with functions like min(), max(), and clamp().

This flexibility allows for directional changes according to content, a common requirement when we need to present content in multiple languages. In the past, this was often achieved with Sass mixins but was often limited to switching from left-to-right to right-to-left orientation.

In the Sass version, directional variables need to be set.

$direction: rtl;
$opposite-direction: ltr;

$start-direction: right;
$end-direction: left;

These variables can be used as values—

body {
  direction: $direction;
  text-align: $start-direction;
}

—or as properties.

margin-#{$end-direction}: 10px;
padding-#{$start-direction}: 10px;

However, now we have native logical properties, removing the reliance on both Sass (or a similar tool) and pre-planning that necessitated using variables throughout a codebase. These properties also start to break apart the tight coupling between a design and strict physical dimensions, creating more flexibility for changes in language and in direction.

margin-block-end: 10px;
padding-block-start: 10px;

There are also native start and end values for properties like text-align, which means we can replace text-align: right with text-align: start.

Like the earlier examples, these properties help to build out designs that aren’t constrained to one language; the design will reflect the content’s needs.

Fixed and fluid 

We briefly covered the power of combining fixed widths with fluid widths with intrinsic layouts. The min() and max() functions are a similar concept, allowing you to specify a fixed value with a flexible alternative. 

For min() this means setting a fluid minimum value and a maximum fixed value.

.element {
  width: min(50%, 300px);
}

The element in the figure above will be 50% of its container as long as the element’s width doesn’t exceed 300px.

For max() we can set a flexible max value and a minimum fixed value.

.element {
  width: max(50%, 300px);
}

Now the element will be 50% of its container as long as the element’s width is at least 300px. This means we can set limits but allow content to react to the available space. 

The clamp() function builds on this by allowing us to set a preferred value with a third parameter. Now we can allow the element to shrink or grow if it needs to without getting to a point where it becomes unusable.

.element {
  width: clamp(300px, 50%, 600px);
}

This time, the element’s width will be 50% (the preferred value) of its container but never less than 300px and never more than 600px.

With these techniques, we have a content-first approach to responsive design. We can separate content from markup, meaning the changes users make will not affect the design. We can start to future-proof designs by planning for unexpected changes in language or direction. And we can increase flexibility by setting desired dimensions alongside flexible alternatives, allowing for more or less content to be displayed correctly.

Situation first

Thanks to what we’ve discussed so far, we can cover device flexibility by changing our approach, designing around content and space instead of catering to devices. But what about that last bit of Jeffrey Zeldman’s quote, “…situations you haven’t imagined”?

It’s a very different thing to design for someone seated at a desktop computer as opposed to someone using a mobile phone and moving through a crowded street in glaring sunshine. Situations and environments are hard to plan for or predict because they change as people react to their own unique challenges and tasks.

This is why choice is so important. One size never fits all, so we need to design for multiple scenarios to create equal experiences for all our users.

Thankfully, there is a lot we can do to provide choice.

Responsible design 

“There are parts of the world where mobile data is prohibitively expensive, and where there is little or no broadband infrastructure.”

I Used the Web for a Day on a 50 MB Budget

Chris Ashton

One of the biggest assumptions we make is that people interacting with our designs have a good wifi connection and a wide screen monitor. But in the real world, our users may be commuters traveling on trains or other forms of transport using smaller mobile devices that can experience drops in connectivity. There is nothing more frustrating than a web page that won’t load, but there are ways we can help users use less data or deal with sporadic connectivity.

The srcset attribute allows the browser to decide which image to serve. This means we can create smaller ‘cropped’ images to display on mobile devices in turn using less bandwidth and less data.

Image alt text

The preload attribute can also help us to think about how and when media is downloaded. It can be used to tell a browser about any critical assets that need to be downloaded with high priority, improving perceived performance and the user experience. 

 
 

There’s also native lazy loading, which indicates assets that should only be downloaded when they are needed.

…

With srcset, preload, and lazy loading, we can start to tailor a user’s experience based on the situation they find themselves in. What none of this does, however, is allow the user themselves to decide what they want downloaded, as the decision is usually the browser’s to make. 

So how can we put users in control?

The return of media queries 

Media queries have always been about much more than device sizes. They allow content to adapt to different situations, with screen size being just one of them.

We’ve long been able to check for media types like print and speech and features such as hover, resolution, and color. These checks allow us to provide options that suit more than one scenario; it’s less about one-size-fits-all and more about serving adaptable content. 

As of this writing, the Media Queries Level 5 spec is still under development. It introduces some really exciting queries that in the future will help us design for multiple other unexpected situations.

For example, there’s a light-level feature that allows you to modify styles if a user is in sunlight or darkness. Paired with custom properties, these features allow us to quickly create designs or themes for specific environments.

@media (light-level: normal) {
  --background-color: #fff;
  --text-color: #0b0c0c;  
}

@media (light-level: dim) {
  --background-color: #efd226;
  --text-color: #0b0c0c;
}

Another key feature of the Level 5 spec is personalization. Instead of creating designs that are the same for everyone, users can choose what works for them. This is achieved by using features like prefers-reduced-data, prefers-color-scheme, and prefers-reduced-motion, the latter two of which already enjoy broad browser support. These features tap into preferences set via the operating system or browser so people don’t have to spend time making each site they visit more usable. 

Media queries like this go beyond choices made by a browser to grant more control to the user.

Expect the unexpected

In the end, the one thing we should always expect is for things to change. Devices in particular change faster than we can keep up, with foldable screens already on the market.

We can’t design the same way we have for this ever-changing landscape, but we can design for content. By putting content first and allowing that content to adapt to whatever space surrounds it, we can create more robust, flexible designs that increase the longevity of our products. 

A lot of the CSS discussed here is about moving away from layouts and putting content at the heart of design. From responsive components to fixed and fluid units, there is so much more we can do to take a more intrinsic approach. Even better, we can test these techniques during the design phase by designing in-browser and watching how our designs adapt in real-time.

When it comes to unexpected situations, we need to make sure our products are usable when people need them, whenever and wherever that might be. We can move closer to achieving this by involving users in our design decisions, by creating choice via browsers, and by giving control to our users with user-preference-based media queries. 

Good design for the unexpected should allow for change, provide choice, and give control to those we serve: our users themselves.

Voice Content and Usability

We’ve been having conversations for thousands of years. Whether to convey information, conduct transactions, or simply to check in on one another, people have yammered away, chattering and gesticulating, through spoken conversation for countless generations. Only in the last few millennia have we begun to commit our conversations to writing, and only in the last few decades have we begun to outsource them to the computer, a machine that shows much more affinity for written correspondence than for the slangy vagaries of spoken language.

Computers have trouble because between spoken and written language, speech is more primordial. To have successful conversations with us, machines must grapple with the messiness of human speech: the disfluencies and pauses, the gestures and body language, and the variations in word choice and spoken dialect that can stymie even the most carefully crafted human-computer interaction. In the human-to-human scenario, spoken language also has the privilege of face-to-face contact, where we can readily interpret nonverbal social cues.

In contrast, written language immediately concretizes as we commit it to record and retains usages long after they become obsolete in spoken communication (the salutation “To whom it may concern,” for example), generating its own fossil record of outdated terms and phrases. Because it tends to be more consistent, polished, and formal, written text is fundamentally much easier for machines to parse and understand.

Spoken language has no such luxury. Besides the nonverbal cues that decorate conversations with emphasis and emotional context, there are also verbal cues and vocal behaviors that modulate conversation in nuanced ways: how something is said, not what. Whether rapid-fire, low-pitched, or high-decibel, whether sarcastic, stilted, or sighing, our spoken language conveys much more than the written word could ever muster. So when it comes to voice interfaces—the machines we conduct spoken conversations with—we face exciting challenges as designers and content strategists.

Voice Interactions

We interact with voice interfaces for a variety of reasons, but according to Michael McTear, Zoraida Callejas, and David Griol in The Conversational Interface, those motivations by and large mirror the reasons we initiate conversations with other people, too (). Generally, we start up a conversation because:

  • we need something done (such as a transaction),
  • we want to know something (information of some sort), or
  • we are social beings and want someone to talk to (conversation for conversation’s sake).

These three categories—which I call transactional, informational, and prosocial—also characterize essentially every voice interaction: a single conversation from beginning to end that realizes some outcome for the user, starting with the voice interface’s first greeting and ending with the user exiting the interface. Note here that a conversation in our human sense—a chat between people that leads to some result and lasts an arbitrary length of time—could encompass multiple transactional, informational, and prosocial voice interactions in succession. In other words, a voice interaction is a conversation, but a conversation is not necessarily a single voice interaction.

Purely prosocial conversations are more gimmicky than captivating in most voice interfaces, because machines don’t yet have the capacity to really want to know how we’re doing and to do the sort of glad-handing humans crave. There’s also ongoing debate as to whether users actually prefer the sort of organic human conversation that begins with a prosocial voice interaction and shifts seamlessly into other types. In fact, in Voice User Interface Design, Michael Cohen, James Giangola, and Jennifer Balogh recommend sticking to users’ expectations by mimicking how they interact with other voice interfaces rather than trying too hard to be human—potentially alienating them in the process ().

That leaves two genres of conversations we can have with one another that a voice interface can easily have with us, too: a transactional voice interaction realizing some outcome (“buy iced tea”) and an informational voice interaction teaching us something new (“discuss a musical”).

Transactional voice interactions

Unless you’re tapping buttons on a food delivery app, you’re generally having a conversation—and therefore a voice interaction—when you order a Hawaiian pizza with extra pineapple. Even when we walk up to the counter and place an order, the conversation quickly pivots from an initial smattering of neighborly small talk to the real mission at hand: ordering a pizza (generously topped with pineapple, as it should be).

Alison: Hey, how’s it going?

Burhan: Hi, welcome to Crust Deluxe! It’s cold out there. How can I help you?

Alison: Can I get a Hawaiian pizza with extra pineapple?

Burhan: Sure, what size?

Alison: Large.

Burhan: Anything else?

Alison: No thanks, that’s it.

Burhan: Something to drink?

Alison: I’ll have a bottle of Coke.

Burhan: You got it. That’ll be $13.55 and about fifteen minutes.

Each progressive disclosure in this transactional conversation reveals more and more of the desired outcome of the transaction: a service rendered or a product delivered. Transactional conversations have certain key traits: they’re direct, to the point, and economical. They quickly dispense with pleasantries.

Informational voice interactions

Meanwhile, some conversations are primarily about obtaining information. Though Alison might visit Crust Deluxe with the sole purpose of placing an order, she might not actually want to walk out with a pizza at all. She might be just as interested in whether they serve halal or kosher dishes, gluten-free options, or something else. Here, though we again have a prosocial mini-conversation at the beginning to establish politeness, we’re after much more.

Alison: Hey, how’s it going?

Burhan: Hi, welcome to Crust Deluxe! It’s cold out there. How can I help you?

Alison: Can I ask a few questions?

Burhan: Of course! Go right ahead.

Alison: Do you have any halal options on the menu?

Burhan: Absolutely! We can make any pie halal by request. We also have lots of vegetarian, ovo-lacto, and vegan options. Are you thinking about any other dietary restrictions?

Alison: What about gluten-free pizzas?

Burhan: We can definitely do a gluten-free crust for you, no problem, for both our deep-dish and thin-crust pizzas. Anything else I can answer for you?

Alison: That’s it for now. Good to know. Thanks!

Burhan: Anytime, come back soon!

This is a very different dialogue. Here, the goal is to get a certain set of facts. Informational conversations are investigative quests for the truth—research expeditions to gather data, news, or facts. Voice interactions that are informational might be more long-winded than transactional conversations by necessity. Responses tend to be lengthier, more informative, and carefully communicated so the customer understands the key takeaways.

Voice Interfaces

At their core, voice interfaces employ speech to support users in reaching their goals. But simply because an interface has a voice component doesn’t mean that every user interaction with it is mediated through voice. Because multimodal voice interfaces can lean on visual components like screens as crutches, we’re most concerned in this book with pure voice interfaces, which depend entirely on spoken conversation, lack any visual component whatsoever, and are therefore much more nuanced and challenging to tackle.

Though voice interfaces have long been integral to the imagined future of humanity in science fiction, only recently have those lofty visions become fully realized in genuine voice interfaces.

Interactive voice response (IVR) systems

Though written conversational interfaces have been fixtures of computing for many decades, voice interfaces first emerged in the early 1990s with text-to-speech (TTS) dictation programs that recited written text aloud, as well as speech-enabled in-car systems that gave directions to a user-provided address. With the advent of interactive voice response (IVR) systems, intended as an alternative to overburdened customer service representatives, we became acquainted with the first true voice interfaces that engaged in authentic conversation.

IVR systems allowed organizations to reduce their reliance on call centers but soon became notorious for their clunkiness. Commonplace in the corporate world, these systems were primarily designed as metaphorical switchboards to guide customers to a real phone agent (“Say Reservations to book a flight or check an itinerary”); chances are you will enter a conversation with one when you call an airline or hotel conglomerate. Despite their functional issues and users’ frustration with their inability to speak to an actual human right away, IVR systems proliferated in the early 1990s across a variety of industries (, PDF).

While IVR systems are great for highly repetitive, monotonous conversations that generally don’t veer from a single format, they have a reputation for less scintillating conversation than we’re used to in real life (or even in science fiction).

Screen readers

Parallel to the evolution of IVR systems was the invention of the screen reader, a tool that transcribes visual content into synthesized speech. For Blind or visually impaired website users, it’s the predominant method of interacting with text, multimedia, or form elements. Screen readers represent perhaps the closest equivalent we have today to an out-of-the-box implementation of content delivered through voice.

Among the first screen readers known by that moniker was the Screen Reader for the BBC Micro and NEEC Portable developed by the Research Centre for the Education of the Visually Handicapped (RCEVH) at the University of Birmingham in 1986 (). That same year, Jim Thatcher created the first IBM Screen Reader for text-based computers, later recreated for computers with graphical user interfaces (GUIs) ().

With the rapid growth of the web in the 1990s, the demand for accessible tools for websites exploded. Thanks to the introduction of semantic HTML and especially ARIA roles beginning in 2008, screen readers started facilitating speedy interactions with web pages that ostensibly allow disabled users to traverse the page as an aural and temporal space rather than a visual and physical one. In other words, screen readers for the web “provide mechanisms that translate visual design constructs—proximity, proportion, etc.—into useful information,” writes Aaron Gustafson in A List Apart. “At least they do when documents are authored thoughtfully” ().

Though deeply instructive for voice interface designers, there’s one significant problem with screen readers: they’re difficult to use and unremittingly verbose. The visual structures of websites and web navigation don’t translate well to screen readers, sometimes resulting in unwieldy pronouncements that name every manipulable HTML element and announce every formatting change. For many screen reader users, working with web-based interfaces exacts a cognitive toll.

In Wired, accessibility advocate and voice engineer Chris Maury considers why the screen reader experience is ill-suited to users relying on voice:

From the beginning, I hated the way that Screen Readers work. Why are they designed the way they are? It makes no sense to present information visually and then, and only then, translate that into audio. All of the time and energy that goes into creating the perfect user experience for an app is wasted, or even worse, adversely impacting the experience for blind users. ()

In many cases, well-designed voice interfaces can speed users to their destination better than long-winded screen reader monologues. After all, visual interface users have the benefit of darting around the viewport freely to find information, ignoring areas irrelevant to them. Blind users, meanwhile, are obligated to listen to every utterance synthesized into speech and therefore prize brevity and efficiency. Disabled users who have long had no choice but to employ clunky screen readers may find that voice interfaces, particularly more modern voice assistants, offer a more streamlined experience.

Voice assistants

When we think of voice assistants (the subset of voice interfaces now commonplace in living rooms, smart homes, and offices), many of us immediately picture HAL from 2001: A Space Odyssey or hear Majel Barrett’s voice as the omniscient computer in Star Trek. Voice assistants are akin to personal concierges that can answer questions, schedule appointments, conduct searches, and perform other common day-to-day tasks. And they’re rapidly gaining more attention from accessibility advocates for their assistive potential.

Before the earliest IVR systems found success in the enterprise, Apple published a demonstration video in 1987 depicting the Knowledge Navigator, a voice assistant that could transcribe spoken words and recognize human speech to a great degree of accuracy. Then, in 2001, Tim Berners-Lee and others formulated their vision for a Semantic Web “agent” that would perform typical errands like “checking calendars, making appointments, and finding locations” (, behind paywall). It wasn’t until 2011 that Apple’s Siri finally entered the picture, making voice assistants a tangible reality for consumers.

Thanks to the plethora of voice assistants available today, there is considerable variation in how programmable and customizable certain voice assistants are over others (Fig 1.1). At one extreme, everything except vendor-provided features is locked down; for example, at the time of their release, the core functionality of Apple’s Siri and Microsoft’s Cortana couldn’t be extended beyond their existing capabilities. Even today, it isn’t possible to program Siri to perform arbitrary functions, because there’s no means by which developers can interact with Siri at a low level, apart from predefined categories of tasks like sending messages, hailing rideshares, making restaurant reservations, and certain others.

At the opposite end of the spectrum, voice assistants like Amazon Alexa and Google Home offer a core foundation on which developers can build custom voice interfaces. For this reason, programmable voice assistants that lend themselves to customization and extensibility are becoming increasingly popular for developers who feel stifled by the limitations of Siri and Cortana. Amazon offers the Alexa Skills Kit, a developer framework for building custom voice interfaces for Amazon Alexa, while Google Home offers the ability to program arbitrary Google Assistant skills. Today, users can choose from among thousands of custom-built skills within both the Amazon Alexa and Google Assistant ecosystems.

As corporations like Amazon, Apple, Microsoft, and Google continue to stake their territory, they’re also selling and open-sourcing an unprecedented array of tools and frameworks for designers and developers that aim to make building voice interfaces as easy as possible, even without code.

Often by necessity, voice assistants like Amazon Alexa tend to be monochannel—they’re tightly coupled to a device and can’t be accessed on a computer or smartphone instead. By contrast, many development platforms like Google’s Dialogflow have introduced omnichannel capabilities so users can build a single conversational interface that then manifests as a voice interface, textual chatbot, and IVR system upon deployment. I don’t prescribe any specific implementation approaches in this design-focused book, but in Chapter 4 we’ll get into some of the implications these variables might have on the way you build out your design artifacts.

Voice Content

Simply put, voice content is content delivered through voice. To preserve what makes human conversation so compelling in the first place, voice content needs to be free-flowing and organic, contextless and concise—everything written content isn’t.

Our world is replete with voice content in various forms: screen readers reciting website content, voice assistants rattling off a weather forecast, and automated phone hotline responses governed by IVR systems. In this book, we’re most concerned with content delivered auditorily—not as an option, but as a necessity.

For many of us, our first foray into informational voice interfaces will be to deliver content to users. There’s only one problem: any content we already have isn’t in any way ready for this new habitat. So how do we make the content trapped on our websites more conversational? And how do we write new copy that lends itself to voice interactions?

Lately, we’ve begun slicing and dicing our content in unprecedented ways. Websites are, in many respects, colossal vaults of what I call macrocontent: lengthy prose that can extend for infinitely scrollable miles in a browser window, like microfilm viewers of newspaper archives. Back in 2002, well before the present-day ubiquity of voice assistants, technologist Anil Dash defined microcontent as permalinked pieces of content that stay legible regardless of environment, such as email or text messages:

A day’s weather forcast [sic], the arrival and departure times for an airplane flight, an abstract from a long publication, or a single instant message can all be examples of microcontent. ()

I’d update Dash’s definition of microcontent to include all examples of bite-sized content that go well beyond written communiqués. After all, today we encounter microcontent in interfaces where a small snippet of copy is displayed alone, unmoored from the browser, like a textbot confirmation of a restaurant reservation. Microcontent offers the best opportunity to gauge how your content can be stretched to the very edges of its capabilities, informing delivery channels both established and novel.

As microcontent, voice content is unique because it’s an example of how content is experienced in time rather than in space. We can glance at a digital sign underground for an instant and know when the next train is arriving, but voice interfaces hold our attention captive for periods of time that we can’t easily escape or skip, something screen reader users are all too familiar with.

Because microcontent is fundamentally made up of isolated blobs with no relation to the channels where they’ll eventually end up, we need to ensure that our microcontent truly performs well as voice content—and that means focusing on the two most important traits of robust voice content: voice content legibility and voice content discoverability.

Fundamentally, the legibility and discoverability of our voice content both have to do with how voice content manifests in perceived time and space.