When we conduct moderated research, like user interviews or usability tests, for our clients, we encourage them to observe as many sessions as possible. We find when clients see us interview their users, and get real-time responses, they’re able to learn about the needs of their users in real-time and be more active participants in the process. One way we help clients feel engaged with the process during remote sessions is to establish a real-time communication backchannel that empowers clients to flag responses they’d like to dig into further and to share their ideas for follow-up questions.

There are several benefits to establishing a communication backchannel for moderated sessions:

• Everyone on the team, including both internal and client team members, can be actively involved throughout the data collection process rather than waiting to passively consume findings.
• Team members can identify follow-up questions in real-time which allows the moderator to incorporate those questions during the current session, rather than just considering them for future sessions.
• Subject matter experts can identify more detailed and specific follow-up questions that the moderator may not think to ask.
• Even though the whole team is engaged, a single moderator still maintains control over the conversation which creates a consistent experience for the participant.

If you’re interested in creating your own backchannel, here are some tips to make the process work smoothly:

• Use the chat tool that is already being used on the project. In most cases, we use a joint Slack workspace for the session backchannel but we’ve also used Microsoft Teams.
• Create a dedicated channel like #moderated-sessions. Conversation in this channel should be limited to backchannel discussions during sessions. This keeps the communication consolidated and makes it easier for the moderator to stay focused during the session.
• Keep communication limited. Channel participants should ask basic questions that are easy to consume quickly. Supplemental commentary and analysis should not take place in the dedicated channel.
• Use emoji responses. The moderator can add a quick thumbs up to indicate that they’ve seen a question.

Introducing backchannels for communication during remote moderated sessions has been a beneficial change to our research process. It not only provides an easy way for clients to stay engaged during the data collection process but also increases the moderator’s ability to focus on the most important topics and to ask the most useful follow-up questions.

“Close your eyes and name three people who have impacted the tech industry.”

In all likelihood, that list might be overwhelmingly white and male.

And you are not alone. Numerous lists online yielded the same results. In recent years, many articles have chronicled the dearth of diversity in tech. Studies have shown the ways in which venture capital firms have systematically underestimated and undervalued innovation coming particularly from women of color. In 2016 only 88 tech startups were led by African American women, in 2018 this number had climbed to a little over 200. Between 2009 and 2017, African American women raised $289MM in venture/angel funding. For perspective, this only represents .0006% of the $424.7B in total tech venture funding raised in that same time frame. In 2018, only 34 African American women had ever raised more than a million in venture funding.

When it comes to innovation, it is not unusual for financial value to be the biggest predictor of what is considered innovative. In fact, a now largely controversial list posted by Forbes of America’s most innovative leaders in the fall of 2019 featured 99 men and one woman. Ironically, what was considered innovative was, in fact, very traditional in its presentation. The criteria used for the list was “media reputation for innovation,” social connections, a track record for value creation, and investor expectations for value creation.

The majority of African American women-led startups raise $42,000 from largely informal networks. Criteria weighted on the side of ‘track record for value creation’ and ‘investor expectations for value creation’ devalues the immense contributions of African American women leading the charge on thoughtful and necessary tech. Had Forbes used criteria for innovation that recognized emergent leadership, novel problem-solving, or original thinking outside the circles of already well-known and well-established entrepreneurs we might have learned something new. Instead, we're basically reminded that "it takes money to make money."

Meanwhile, African American women are the fastest-growing demographic of entrepreneurs in the United States. Their contributions to tech, amongst other fields, are cementing the importance of African American women in the innovation space. And they are doing this within and outside traditional tech frameworks. By becoming familiar with these entrepreneurs and their work, we can elevate their reputation and broaden our collective recognition of innovative leaders.

In honor of black history month, we have compiled a list of African American women founders leading the way in tech innovation from Alabama to the Bay Area. From rethinking energy to debt forgiveness platforms these women are crossing boundaries in every field.

Cultivating New Leaders

Kathryn Finney founder of Digitalundivided
Kathryn A. Finney is an American author, researcher, investor, entrepreneur, innovator and businesswoman. She is the founder and CEO of digitalundivided, a social enterprise that leads high potential Black and Latinx women founders through the startup pipeline from idea to exit.

Laura Weidman Co-founder Code2040
Laura Weidman Powers is the co-founder and executive director of Code2040, a nonprofit that creates access, awareness, and opportunities for minority engineering talent to ensure their leadership in the innovation economy.

Angelica Ross founder of TransTech Social Enterprises
Angelica Ross is an American businesswoman, actress, and transgender rights advocate. After becoming a self-taught computer coder, she went on to become the founder and CEO of TransTech Social Enterprises, a firm that helps employ transgender people in the tech industry.

Christina Souffrant Ntim co-founder of Global Startup Ecosystem
Christina Souffrant Ntim is the co-founder of award-winning digital accelerator platform – Global Startup Ecosystem which graduates over 1000+ companies across 90+ countries a year.

Media and Entertainment

Bryanda Law founder of Quirktastic
Bryanda Law is the founder of Quirktastic, a modern media-tech company on a mission to grow the largest and most authentically engaged community of fandom-loving people of color.

Morgan Debaun founder of Blavity Inc.
Morgan DeBaun is an African American entrepreneur. She is the Founder and CEO of Blavity Inc., a portfolio of brands and websites created by and for black millennials

Cheryl Contee co-founder of Do Big Things
Cheryl Contee is the award-winning CEO and co-founder of Do Big Things, a digital agency that creates new narratives and tech for a new era focused on causes and campaigns.

Farah Allen founder of The Labz
Farah Allen is the CEO and founder of The Labz, a collaborative workspace that provides automated tracking, rights management, protection—using Blockchain technology—of your music files during and after you create them.

Health/Wellness

Mara Lidey co-founder of Shine
Marah Lidey is the co-founder & co-CEO of Shine. Shine aims to reinvent health and wellness for millennials through messaging technology.

Alicia Thomas co-founder of Dibs
Alicia Thomas is the founder and CEO of Dibs, a B2B digital platform that gives studios quick and easy access to real-time pricing for fitness classes.

Erica Plybeah Hemphill founder of MedHaul
Erica Plybeah Hemphill is the founder of MedHaul. MedHaul offers cloud-based solutions that ease the burdens of managing patient transportation.

Star Cunningham founder of 4D Healthware
Star Cunningham is the founder and CEO of 4D Healthware. 4D Healthware is patient engagement software that makes personalized medicine possible through connected data.

Kimberly Wilson founder of HUED
Kimberly Wilson is the founder of HUED. HUED is a healthcare technology startup that helps patients find and book appointments with Black and Latinx healthcare providers.

Financial

Viola Llewellyn co-founder of Ovamba Solutions
Viola Llewellyn is the co-founder and the president of Ovamba Solutions, a US-based fintech company that provides micro, small, and medium enterprises in Africa and the Middle East with microfinance through a mobile platform.

NanaEfua Baidoo Afoh-Manin, Briana DeCuir and Joanne Moreau founders of Shared Harvest Fund
NanaEfua, Briana and Joanne are the founders of Shared Harvest Fund. Shared Harvest Fund provides real opportunities for talented people to volunteer away their student loans.

Sheena Allen founder of CapWay
Sheena Allen is best known as the founder and CEO of fintech company and mobile bank CapWay.

Education

Helen Adeosun co-founder of CareAcademy
Helen Adeosun is the co-founder, president and CEO of CareAcademy, a start-up dedicated to professionalizing caregiving through online classes. CareAcademy brings professional development to caregivers at all levels.

Alexandra Bernadotte founder of Beyond 12
Alex Bernadotte is the founder and chief executive officer of Beyond 12, a nonprofit that integrates personalized coaching with intelligent technology to increase the number of traditionally underserved students who earn a college degree.

Shani Dowell founder of Possip
Shani Dowell is the founder of Possip, a platform that simplifies feedback between parents, schools and districts. Learn more at possipit.com.

Kaya Thomas of We Read Too
Kaya Thomas is an American computer scientist, app developer and writer. She is the creator of We Read Too, an iOS app that helps readers discover books for and by people of color.

Kimberly Gray founder of Uvii
Kimberly Gray is the founder of Uvii. Uvii helps students to communicate and collaborate on mobile with video, audio, and text

Nicole Neal co-founder of ProcureK12 by Noodle Markets
Nicole Neal is the co-founder and CEO of ProcureK12 by Noodle Markets. ProcureK12 makes purchasing for education simple. They combine a competitive school supply marketplace with quote request tools and bid management.

Beauty/Fashion/Consumer goods

Regina Gwyn founder of TresseNoire
Regina Gwynn is the co-founder & CEO of TresseNoire, the leading on-location beauty booking app designed for women of color in New York City and Philadelphia.

Camille Hearst co-founder of Kit.
Camille Hearst is the CEO and co-founder of Kit. Kit lets experts create shoppable collections of products so their followers can buy and the experts can make some revenue from what they share.

Esosa Ighodaro co-founder of CoSign Inc.
Esosa Ighodaro is the co-founder of CoSign Inc., which was founded in 2013. CoSign is a mobile application that transfers social media content into commerce giving cash for endorsing and cosigning products and merchandise like clothing, home goods, technology and more.

Environment

Jessica Matthews founder of Uncharted Power
Jessica O. Matthews is a Nigerian-American inventor, CEO and venture capitalist. She is the co-founder of Uncharted Power, which made Soccket, a soccer ball that can be used as a power generator.

Etosha Cave co-founder of Opus 12
Etosha R. Cave is an American mechanical engineer based in Berkeley, California. She is the Co-Founder and Chief Scientific Officer of Opus 12, a startup that recycles carbon dioxide.

Kellee James founder of Mercaris, Inc.
Kellee James is the founder and CEO of Mercaris, Inc., a growing, minority-led start-up that makes efficient trading of organic and non-GMO commodities possible via market data service exchanges and trading platforms.

Workplace

Lisa Skeete Tatum founder of Landit
Lisa Skeete Tatum is the founder and CEO of Landit, a technology platform created to increase the success and engagement of women in the workplace, and to enable companies to attract, develop, and retain high-potential, diverse talent.

Netta Jenkins and Jacinta Mathis founders of Dipper
Netta Jenkins and Jacinta Mathis are founders of Dipper, a platform that acts as a safe digital space for individuals of color in the workplace.

Sherisse Hawkins founder of Pagedip
Sherisse Hawkins is the visionary and founder of Pagedip. Pagedip is a cloud-based software solution that allows you to bring depth to digital documents, enabling people to read (text), watch (video) and do (interact) all in the same place without ever having to leave the page.

Thkisha DeDe Sanogo founder of MyTAASK
Thkisha DeDe Sanogo is the founder of MyTAASK. MyTAASK is a personal planning platform dedicated to getting stuff done in real-time.

Home

Jean Brownhill founder of Sweeten 
Jean Brownhill is the founder and CEO of Sweeten, an award-winning service that helps homeowners and business owners find and manage the best vetted general contractors for major renovation projects.

Reham Fagiri co-founder of AptDeco
Reham Fagiri is the co-founder of AptDeco. AptDeco is an online marketplace for buying and selling quality preowned furniture with pick up and delivery built into the service.

Stephanie Cummings founder of Please Assist Me
Stephanie Cummings is the founder and CEO of Please Assist me. Please Assist Me is an apartment task service in Nashville, TN. The organization empowers working professionals by allowing them to outsource their weekly chores to their own personal team.

Law

Kristina Jones co-founder of Court Buddy
Kristina Jones is the co-founder of Court Buddy, a service that matches clients with lawyers.

Sonja Ebron and Debra Slone founders of Courtroom5
Sonja Ebron and Debra Slone are the founders of Courtroom5. Courtroom5 helps you represent yourself in court with tools, training, and community designed for pro se litigants.

Crowdfunding

Zuley Clarke founder of Business Gift Registry
Zuley Clarke is the founder of Business Gift Registry, a crowdfunding platform that lets friends and family support an entrepreneur through gift-giving just like they would support a couple for a wedding.

In my last post, I covered what LiveView is at a high level. In this series, we’re going to dive deeper and implement a LiveView powered Markdown editor called Frampton. This series assumes you have some familiarity with Phoenix and Elixir, including having them set up locally. Check out Elizabeth’s three-part series on getting started with Phoenix for a refresher.

This series has a companion repository published on GitHub. Get started by cloning it down and switching to the starter branch. You can see the completed application on master. Our goal today is to make a Markdown editor, which allows a user to enter Markdown text on a page and see it rendered as HTML next to it in real-time. We’ll make use of LiveView for the interaction and the Earmark package for rendering Markdown. The starter branch provides some styles and installs LiveView.

Rendering Markdown

Let’s set aside the LiveView portion and start with our data structures and the functions that operate on them. To begin, a Post will have a body, which holds the rendered HTML string, and title. A string of markdown can be turned into HTML by calling Post.render(post, markdown). I think that just about covers it!

First, let’s define our struct in lib/frampton/post.ex:

Now the failing test (in test/frampton/post_test.exs):

Our render method will just be a wrapper around Earmark.as_html!/2 that puts the result into the body of the post. Add {:earmark, "~> 1.4.3"} to your deps in mix.exs, run mix deps.get and fill out render function:

Our test should now pass, and we can render posts! [Note: we’re using the as_html! method, which prints error messages instead of passing them back to the user. A smarter version of this would handle any errors and show them to the user. I leave that as an exercise for the reader…] Time to play around with this in an IEx prompt (run iex -S mix in your terminal):

Great! That’s exactly what we’d expect. You can find the final code for this in the render_post branch.

LiveView Editor

Now for the fun part: Editing this live!

First, we’ll need a route for the editor to live at: /editor sounds good to me. LiveViews can be rendered from a controller, or directly in the router. We don’t have any initial state, so let's go straight from a router.

First, let's put up a minimal test. In test/frampton_web/live/editor_live_test.exs:

This test doesn’t do much yet, but notice that it isn’t live view specific. Our first render is just the same as any other controller test we’d write. The page’s content is there right from the beginning, without the need to parse JavaScript or make API calls back to the server. Nice.

To make that test pass, add a route to lib/frampton_web/router.ex. First, we import the LiveView code, then we render our Editor:

Now place a minimal EditorLive module, in lib/frampton_web/live/editor_live.ex:

And we have a passing test suite! The ~L sigil designates that LiveView should track changes to the content inside. We could keep all of our markup in this render/1 method, but let’s break it out into its own template for demonstration purposes.

Move the contents of render into lib/frampton_web/templates/editor/show.html.leex, and replace EditorLive.render/1 with this one liner: def render(assigns), do: FramptonWeb.EditorView.render("show.html", assigns). And finally, make an EditorView module in lib/frampton_web/views/editor_view.ex:

Our test should now be passing, and we’ve got a nicely separated out template, view and “live” server. We can keep markup in the template, helper functions in the view, and reactive code on the server. Now let’s move forward to actually render some posts!

Handling User Input

We’ve got four tasks to accomplish before we are done:

1. Take markdown input from the textarea
2. Send that input to the LiveServer
3. Turn that raw markdown into HTML
4. Return the rendered HTML to the page.

Event binding

To start with, we need to annotate our textarea with an event binding. This tells the liveview.js framework to forward DOM events to the server, using our liveview channel. Open up lib/frampton_web/templates/editor/show.html.leex and annotate our textarea:

<textarea phx-keyup="render_post"></textarea>

This names the event (render_post) and sends it on each keyup. Let’s crack open our web inspector and look at the web socket traffic. Using Chrome, open the developer tools, navigate to the network tab and click WS. In development you’ll see two socket connections: one is Phoenix LiveReload, which polls your filesystem and reloads pages appropriately. The second one is our LiveView connection. If you let it sit for a while, you’ll see that it's emitting a “heartbeat” call. If your server is running, you’ll see that it responds with an “ok” message. This lets LiveView clients know when they've lost connection to the server and respond appropriately.

Now, type some text and watch as it sends down each keystroke. However, you’ll also notice that the server responds with a “phx_error” message and wipes out our entered text. That's because our server doesn’t know how to handle the event yet and is throwing an error. Let's fix that next.

Event handling

We’ll catch the event in our EditorLive module. The LiveView behavior defines a handle_event/3 callback that we need to implement. Open up lib/frampton_web/live/editor_live.ex and key in a basic implementation that lets us catch events:

The first argument is the name we gave to our event in the template, the second is the data from that event, and finally the socket we’re currently talking through. Give it a try, typing in a few characters. Look at your running server and you should see a stream of events that look something like this:

There’s our keystrokes! Next, let’s pull out that value and use it to render HTML.

Rendering Markdown

Lets adjust our handle_event to pattern match out the value of the textarea:

def handle_event("render_post", %{"value" => raw}, socket) do

Now that we’ve got the raw markdown string, turning it into HTML is easy thanks to the work we did earlier in our Post module. Fill out the body of the function like this:

If you type into the textarea you should see output that looks something like this:

Perfect! Lastly, it’s time to send that rendered html back to the page.

Returning HTML to the page

In a LiveView template, we can identify bits of dynamic data that will change over time. When they change, LiveView will compare what has changed and send over a diff. In our case, the dynamic content is the post body.

Open up show.html.leex again and modify it like so:

Refresh the page and see:

Whoops!

The @post variable will only be available after we put it into the socket’s assigns. Let’s initialize it with a blank post. Open editor_live.ex and modify our mount/3 function:

In the future, we could retrieve this from some kind of storage, but for now, let's just create a new one each time the page refreshes. Finally, we need to update the Post struct with user input. Update our event handler like this:

Let's load up http://localhost:4000/editor and see it in action.

Nope, that's not quite right! Phoenix won’t render this as HTML because it’s unsafe user input. We can get around this (very good and useful) security feature by wrapping our content in a raw/1 call. We don’t have a database and user processes are isolated from each other by Elixir. The worst thing a malicious user could do would be crash their own session, which doesn’t bother me one bit.

Check the edit_posts branch for the final version.

Conclusion

That’s a good place to stop for today. We’ve accomplished a lot! We’ve got a dynamically rendering editor that takes user input, processes it and updates the page. And we haven’t written any JavaScript, which means we don’t have to maintain or update any JavaScript. Our server code is built on the rock-solid foundation of the BEAM virtual machine, giving us a great deal of confidence in its reliability and resilience.

In the next post, we’ll tackle making a shared editor, allowing multiple users to edit the same post. This project will highlight Elixir’s concurrency capabilities and demonstrate how LiveView builds on them to enable some incredible user experiences.

The classic adage is “good design speaks for itself.” Which would mean that if something’s as good of an idea as you think it is, a client will instantly see that it’s good too, right?

Here at Viget, we’re always working with new and different clients. Each with their own challenges and sensibilities. But after ten years of client work, I can’t help but notice a pattern emerge when we’re trying to get approval on especially cool, unconventional parts of a design.

So let’s break down some of those patterns to hopefully better understand why clients hesitate, and what strategies we’ve been using lately to help get the work we’re excited about approved.

Imagine this: the parallax homepage with elements that move around in surprising ways or a unique navigation menu that conceptually reinforces a site’s message. The way the content cards on a page will, like, be literal cards that will shuffle and move around. Basically, any design that feels like an exciting, novel challenge, will need the client to “get it.” And that often turns out to be the biggest challenge of all.

There are plenty of practical reasons cool designs get shot down. A client is usually more than one stakeholder, and more than the team of people you’re working with directly. On any project, there’s an amount of telephone you end up playing. Or, there’s always the classic foes: budgets and deadlines. Any idea should fit in those predetermined constraints. But as a project goes along, budgets and deadlines find a way to get tighter than you planned.

But innovative designs and interactions can seem especially scary for clients to approve. There’s three fears that often pop up on projects:

The fear of change. 

Maybe the client expected something simple, a light refresh. Something that doesn’t challenge their design expectations or require more time and effort to understand. And on our side, maybe we didn’t sufficiently ease them into our way of thinking and open them up to why we think something bigger and bolder is the right solution for them. Baby steps, y’all.

The fear of the unknown. 

Or, less dramatically, a lack of understanding of the medium. In the past, we have struggled with how to present an interactive, animated design to a client before it’s actually built. Looking at a site that does something conceptually similar as an example can be tough. It’s asking a lot of a client’s imagination to show them a site about boots that has a cool spinning animation and get meaningful feedback about how a spinning animation would work on their site about after-school tutoring. Or maybe we’ve created static designs, then talked around what we envision happening. Again, what seems so clear in our minds as professionals entrenched in this stuff every day can be tough for someone outside the tech world to clearly understand.

The fear of losing control. 

We’re all about learning from past mistakes. So lets say, after dealing with that fear of the unknown on a project, next time you go in the opposite direction. You invest time up front creating something polished. Maybe you even get the developer to build a prototype that moves and looks like the real thing. You’ve taken all the vague mystery out of the process, so a client will be thrilled, right? Surprise, probably not! Most clients are working with you because they want to conquer the noble quest that is their redesign together. When we jump straight to showing something that looks polished, even if it’s not really, it can feel like we jumped ahead without keeping them involved. Like we took away their input. They can also feel demotivated to give good, meaningful feedback on a polished prototype because it looks “done.”

So what to do? Lately we have found low-fidelity prototypes to be a great tool for combating these fears and better communicating our ideas.

What are low-fidelity prototypes?

Low fidelity prototypes are a tool that designers can create quickly to illustrate an idea, without sinking time into making it pixel-perfect. Some recent examples of prototypes we've created include a clickable Figma or Invision prototype put together with Whimsical wireframes:

A rough animation created in Principle illustrating less programatic animation:

And even creating an animated storyboard in Photoshop:

They’re rough enough that there’s no way they could be confused for a final product. But customized so that a client can immediately understand what they’re looking at and what they need to respond to. Low-fidelity prototypes hit a sweet spot that addresses those client fears head on.

That fear of change? A lo-fi prototype starts rough and small, so it can ease a client into a dramatic change without overwhelming them. It’s just a first step. It gives them time to react and warm up to something that’ll ultimately be a big change.

It also cuts out the fear of the unknown. Seeing something moving around, even if it’s rough, can be so much more clear than talking ourselves in circles about how we think it will move, and hoping the client can imagine it. The feature is no longer an enigma cloaked in mystery and big talk, but something tangible they can point at and ask concrete questions about.

And finally, a lo-fi prototype doesn’t threaten a client’s sense of control. Low-fidelity means it’s clearly still a work in progress! It’s just an early step in the creative process, and therefore communicates that we’re still in the middle of that process together. There’s still plenty of room for their ideas and feedback.

Lo-fi prototypes: client-tested, internal team-approved

There are a lot of reasons to love lo-fi prototypes internally, too!

They’re quick and easy. 

We can whip up multiple ideas within a few hours, without sinking the time into getting our hearts set on any one thing. In an agency setting especially, time is limited, so the faster we can get an idea out of our own heads, the better.

They’re great to share with developers. 

Ideally, the whole team is working together simultaneously, collaborating every step of the way. Realistically, a developer often doesn’t have time during a project’s early design phase. Lo-fi prototypes are concrete enough that a developer can quickly tell if building an idea will be within scope. It helps us catch impractical ideas early and helps us all collaborate to create something that’s both cool and feasible.

Stay tuned for posts in the near future diving into some of our favorite processes for creating lo-fi prototypes!

I get into this situation sometimes. Maybe you do too. I merge feature work into a branch used to collect features, and then continue development but on that branch instead of back on the feature branch

and have to move those commits to the feature branch they belong in and take them out of the throwaway accumulator branch

Maybe you prefer

over

Either way, that works. But it'd be nicer if we didn't have to type or even remember the branches' names and the remote's name. They are what is keeping this from being a context-independent string of commands you run any time this mistake happens. That's what we're going to solve here.

Shorthands for longevity

I like to use all possible natively supported shorthands. There are two broad motivations for that.

1. Fingers have a limited number of movements in them. Save as many as possible left late in life.
2. Current research suggests that multitasking has detrimental effects on memory. Development tends to be very heavy on multitasking. Maybe relieving some of the pressure on quick-access short term memory (like knowing all relevant branch names) add up to leave a healthier memory down the line.

First up for our scenario: the - shorthand, which refers to the previously checked out branch. There are a few places we can't use it, but it helps a lot:

We cannot use - when cherry-picking a range

and even if we could we'd still have provide the remote's name (here, origin).

That shorthand doesn't apply in the later reset --hard command, and we cannot use it in the branch -D && checkout approach either. branch -D does not support the - shorthand and once the branch is deleted checkout can't reach it with -:

So we have to remember the remote's name (we know it's origin because we are devoting memory space to knowing that this isn't one of those times it's something else), the remote tracking branch's name, the local branch's name, and we're typing those all out. No good! Let's figure out some shorthands.

@{-<n>} is hard to say but easy to fall in love with

We can do a little better by using @{-<n>} (you'll also sometimes see it referred to be the older @{-N}). It is a special construct for referring to the nth previously checked out ref.

Back in our scenario, we're on qa-environment, we switch to feature, and then want to refer to qa-environment. That's @{-1}! So instead of

We can do

Here's where we are (🎉 marks wins from -, 💥 marks the win from @{-1})

One down, two to go: we're still relying on memory for the remote's name and the remote branch's name and we're still typing both out in full. Can we replace those with generic shorthands?

@{-1} is the ref itself, not the ref's name, we can't do

because there is no branch origin/@{-1}. For the same reason, @{-1} does not give us a generalized shorthand for the scenario's later git reset --hard origin/qa-environment command.

But good news!

Do @{u} @{push}

@{upstream} or its shorthand @{u} is the remote branch a that would be pulled from if git pull were run. @{push} is the remote branch that would be pushed to if git push was run.

we can

Tacking either onto a branch name will give that branch's @{upstream} or @{push}. For example

is the branch branch-a pulls from.

In the common workflow where a branch pulls from and pushes to the same branch, @{upstream} and @{push} will be the same, leaving @{u} as preferable for its terseness. @{push} shines in triangular workflows where you pull from one remote and push to another (see the external links below).

Going back to our scenario, it means short, portable commands with a minimum human memory footprint. (🎉 marks wins from -, 💥 marks the win from @{-1}, 😎 marks the wins from @{u}.)

Make the things you repeat the easiest to do

Because these commands are generalized, we can run some series of them once, maybe

or

and then those will be in the shell history just waiting to be retrieved and run again the next time, whether with CtrlR incremental search or history substring searching bound to the up arrow or however your interactive shell is configured. Or make it an alias, or even better an abbreviation if your interactive shell supports them. Save the body wear and tear, give memory a break, and level up in Git.

And keep going

The GitHub blog has a good primer on triangular workflows and how they can polish your process of contributing to external projects.

The FreeBSD Wiki has a more in-depth article on triangular workflow process (though it doesn't know about @{push} and @{upstream}).

The construct @{-<n>} and the suffixes @{push} and @{upstream} are all part of the gitrevisions spec. Direct links to each:

• @{-<n>}
  

• @{push}
  

• @{upstream}
  

At Viget, we’ve brought on more than a few new Project Managers over the past couple of years, as we continue to grow. The awesome new people we’ve hired have ranged in their levels of experience, but some of them are earlier in their careers and need support from more experienced PMs to develop their skills and flourish.

We have different levels of training and support for new PMs. These broadly fall into four categories:

• Onboarding: Learning about Viget tools and processes
• Shadowing: Learning by watching others
• Pairing: Learning by doing collaboratively
• Leading: Learning by doing solo

Onboarding

In addition to conducting intro sessions to each discipline at Viget, new Viget PMs go through a lengthy set of training sessions that are specific to the PM lab. These include intros to:

Shadowing

After PMs complete the onboarding process, they start shadowing other PMs’ projects to get exposure to the different types of projects we run (since the variety is large). We cater length and depth of shadowing based on how much experience a PM has coming in. We also try to expose PMs to multiple project managers, so they can see how PM style differs person-to-person.

We’ve found that it can be most effective to have PMs shadow activities that are more difficult to teach in theory, such as shadowing a PM having a difficult conversation with a client, or shadowing a front-end build-out demo to see how the PM positions the meeting and our process to the client. More straightforward tasks like setting up a Harvest project could be done via pairing, since it’s easy to get the hang of with a little guidance.

Pairing

While shadowing is certainly helpful, we try to get PMs into pairing mode pretty quickly, since we’ve found that most folks learn better by doing than by watching. Sometimes this might mean having a new PM setting up an invoice or budget sheet for a client while a more experienced PM sits next to them, talking them through the process. We’ve found that having a newer PM lead straightforward activities with guidance tends to be more effective than the newer PM merely watching the more experienced PM do that activity.

Another tactic we take is to have both PMs complete a task independently, and then meet and talk through their work, with the more experienced PM giving the less experienced PM feedback. That helps the newer PM think through a task on their own, and gain experience, but still have the chance to see how someone else would have approached the task and get meaningful feedback.

Leading

Once new PMs are ready to be in the driver’s seat, they are staffed as the lead on projects. The timing of when someone shifts into a lead role depends on how much prior experience that person has, as well as what types of projects are actively ready to be worked on.

Most early-career project managers have a behind-the-scenes project mentor (another PM) on at least their first couple projects, so they have a dedicated person to ask questions and get advice from who also has more detailed context than that person’s manager would. For example, mentors often shadow key client and internal meetings and have more frequent check-ins with mentees. This might be less necessary at a company where all the projects are fairly similar, but at Viget, our projects vary widely in scale and services provided, as well as client needs. Because of this, there’s no “one size fits all” process and we have a significant amount of customization per project, which can be daunting to new PMs who are still getting the hang of things.

For these mentorship pairings, we use a mentorship plan document (template here) to help the mentor and mentee work together to define goals, mentorship focuses, and touchpoints. Sometimes the mentee’s manager will take a first stab at filling out the plan, other times, the mentor will start that process.

Management Touchpoints

Along the way, we make sure new PMs have touchpoints with their managers to get the level of support they need to grow and succeed. Managers have regular 1:1s with PMs that are referred to as “project 1:1s”, and are used for the managee to talk through and get advice on challenges or questions related to the projects they’re working on—though really, they can be used for whatever topics are on the managee’s mind. PMs typically have 1:1s with managers daily the first week, two to three times per week after that for the first month or so, then scale down to once per week, and then scale down to bi-weekly after the first six months.

In addition to project 1:1s, we also have monthly 1:1s that are more bigger-picture and focused on goal-setting and progress, project feedback from that person’s peers, reflection on how satisfied and fulfilled they’re feeling in their role, and talking through project/industry interests which informs what projects we should advocate for them to be staffed on. We have a progress log template that we customize per PM to keep track of goals and progress.

We try to foster a supportive environment that encourages growth, feedback, and experiential learning, but also that lets folks have the autonomy to get in the driver’s seat as soon as they’re comfortable. Interested in learning more about what it’s like to work at Viget? Check out our open positions here.

Our first remote office opened in 2007 when a designer and a developer left our HQ office and moved to Durham. Ever since we've been fine-tuning our ability to collaborate across locations. Today, we have team members across the country in our four offices, and we have fully remote employees in Charleston, Kansas City, New York City, Dallas, and Charlottesville.

Because of the coronavirus outbreak, a lot of people recently started working from their homes across the world, the country, and Viget. We wanted to share some of our best practices for being great teammates and doing great work, regardless of locale, and we’d love to hear yours in the comments.

Communicate Often and Write It Down

We want every person at Viget to be informed and connected. We do this in a few ways. We have a company Knowledge Base, which contains critical information including HR policies, office processes, brand guidelines, project resources, etc. We also have a well-organized Google Drive that everyone can access.

My favorite communication tool we use, however, is our Internal Lab Report. Every week, we create a Google Doc with HR updates, birthdays, upcoming events we’re attending, relevant publicity we or a client received, and timely updates on projects, sales, and recruiting. This report allows the entire team to have the same information, regardless of PTO schedules, and it provides a record that can be referenced weeks, months, or years later.

I have also found our Slack habits really helpful. We try to make our availability easily known, mostly via a passive Slack status. We each update our status daily, sometimes multiple times, so people can see if we’re working from home, out of the office for an appointment, in a meeting, or offline for a personal phone call. We also have a few Slack Channels we use very specifically to announce PTO, important announcements, and recently, one that is specific to the updating coronavirus situation.

Figure Out Your Boundaries

This looks different for everyone and can be an ever-changing target. Understanding your boundaries requires you to be honest with yourself – Are you easily distracted? Can you successfully work in pajama pants? Will your dog actually allow you to get work done? Does working from the couch result in good work, or do you need a designated work spot? For some, working from home requires setting boundaries to ensure the work gets done. For others, working from home requires setting a start and stop times to ensure you don’t overwork yourself.

Viget has a flexible work policy, so many of us work from home fairly often and have gotten our routines set up. As such, we have written about this before! Check out Trevor’s article about working remotely.

Show Your Face

When I first started at Viget, I’d never worked anywhere that used a Google Hangout for nearly every meeting. At first, I was tempted to call into meetings and leave the camera off because I found it exposing. Now, I can’t imagine not using it, and I’ve even embraced it in my personal life with friends and family. I realized the value in face-to-face conversations even in virtual form, the ability to see body language, and the connection you establish when you see each other's faces — even if your hair isn't perfect or you haven't arranged your plants just-so in the view behind you. Whenever possible, use your camera during a meeting. It increases trust, communication, and in my personal-not-backed-by-science-opinion, lightness, which frankly, I think we can all use a bit more of right now.

Create Shared Experiences

As a company with project teams often distributed across our four locations, cross-office experiences are vital to our culture, and we’ve spent years working to keep our remote offices in sync. A few of our ongoing group activities include a monthly virtual Book Club, our weekly full-team Free Lunch Friday tradition, Donut for Slack, and, of course, our Pointless Weekends.

The current global health crisis now requires almost all of the company to work remote, so we’ve gotten creative with our attempts to increase non-project time together, in order to keep up the vibes we’ve worked hard to create.

What we’ve recently started:

• Last Weekend this Morning - Monday mornings, we have an optional virtual coffee, where anyone who’d like to chat can join and share the latest gardening lesson or bingeable tv show. It lets us start our week off as we would when we’re all in the office — saying hello to each other.
• Virtual Happy Hours - We are a company that likes to socialize, and a bit of distance doesn’t stop us. This week, we set up an after-hours Happy Hour for St. Patrick’s Day.
• Daily Lunch Table- If you’ve ever visited our HQ office in Falls Church, you’ll notice our large kitchen table. We have an informal tradition of gathering around noon to eat together, whether it’s just a couple folks or the whole team. We now do this lunch virtually. So far, we’re mostly taking turns discussing who is eating what, and of course, sharing said recipes.

I crowdsourced some ideas from the Viget team, and here are some noteworthy takeaways:

"In remote meetings, minimize all your other windows and be fully present. It’s easy to allow your attention to accidentally drift if you see a new Slack channel light up, especially if you’re in a larger meeting. Suddenly, you find yourself multitasking. Treat the meeting as if you were there in person: unless you’re taking notes, minimize your other tabs, and give the conversation your full attention."
- Paul Koch

“I try to reach out to more folks I don’t consistently work with. Since there’s less interaction in general, I want to be more intentional about staying connected.”
- Laura Sweltz

“Good habits are hard to form and bad habits are hard to break, and it’s often hard to find the right time to make a change. Most of us are experiencing a disruption to our usual behaviors right now, but that doesn’t have to be entirely bad. Be deliberate now and when this is over, we might all end up with some new work habits worth keeping.”
- Emily Bloom

“I’ve found it helpful to create a physical space similar to the one I had at work. While this isn’t exactly possible, small things like setting up a laptop stand and second screen make it so I’m less likely to get distracted and wander to the couch or kitchen (aka the snack danger zone.).”
- Aubrey Lear

“It’s easy to get stuck in one spot all day, so be proactive about moving around, or creating excuses to do so. Whether that’s making yourself a cup of coffee, eating lunch away from your computer, or going for a quick walk outside for some fresh air. This will help reduce the risk of going stir crazy.”
-Zach Robbins

True to Viget form, our remote work is all about “Progress, Not Perfection.” While remote collaboration is ingrained in our company, we’re looking for opportunities to fine-tune our approach and improve our habits.

We’d love to hear from you: What are your best practices? Lessons learned?

As the world works to mitigate the impact of the COVID-19 pandemic, our thoughts are foremost with those already ill from the virus and those on the frontlines, slowing its spread. The bravery and commitment of healthcare workers everywhere is an inspiration.

While Viget’s physical offices are effectively closed, we’re continuing to work with our clients on projects that evolve by the day. Viget has been working with distributed teams to varying degrees for most of our 20-year history, and while we’re comfortable with the tools and best practices that make doing so effective, we realize that some of our clients are learning as they go. We’re here to help.

These are unprecedented times, but our business playbook is clear: Take care of each other. We’re in this together.

Our People Team is meeting with everyone on our staff to confirm their work-from-home situation. Do they have family or roommates they can rely on in an emergency? How are they feeling physically and mentally? Do they have what they need to be productive? As a team, we’re working extra hard to communicate. Andy hosts and records video calls to answer questions anyone has about the crisis, and our weekly staff meeting schedule will continue. Recognizing that our daily informal group lunches are a vital social glue in our offices, Aubrey has organized a virtual lunch table Hangout, allowing our now fully-distributed team to catch up over video. It ensures we have some laughs and helps keep us feeling connected.

Our project teams are well-versed in remote collaboration, but we understand that not all client projects can proceed as planned. We’re doing our best to accommodate evolving schedules while keeping the momentum on as many projects as possible. For all of our clients, we’re making clear that we think long-term. We’re partners through this, and can adapt to help our clients not just weather the storm, but come through it stronger when possible. Some clients have been forced to pause work entirely, while others are busier than ever.

Viget has persevered through many downturns -- the dot com crash, 9/11, the 2008 financial crisis, and a few self-inflicted close-calls. In retrospect, it’s easy to reflect on how these situations made us stronger, but mid-crisis it can be hard to stay positive. The consistent lesson has been that taking care of each other -- co-workers, clients, partners, community peers -- is what gets us through. It motivates our hard work, it focuses our priorities and collaboration, and inspires us to do what needs to be done.

I don’t know for certain how this crisis will play out, but I know that all of us at Viget will be doing everything we can to support each other as we go through it together.

Viget Explorations have always been the result of our shared curiosities. They’re usually a spontaneous outcome of team downtime and a shared problem we’ve experienced. We use our Explorations to pursue our diverse interests and contribute to the conversations about building a better digital world.

As the COVID-19 crisis emerged, we were certainly experiencing a shared problem. As a way to keep busy and manage our anxieties, a small team came together to dive into how technology has helped, and, unfortunately, hindered the community response to the current pandemic.

We started by researching the challenges we saw: information overload, a lack of clarity, individual responsibility, and change. Then we brainstormed possible technical solutions that could further improve how communities respond to a pandemic. Click here to see our Exploration on some possible ways to take the panic out of pandemics.

While we aren’t currently pursuing the solutions outlined in the Exploration, we’d love to hear what you think about these approaches, as well as any ideas you have for how technology can help address the outlined challenges.

Please note, this Exploration doesn’t provide medical information. Visit the Center for Disease Control’s website for current information and COVID-19, its symptoms, and treatments.

At Viget, we’re adjusting to this crisis for the safety of our clients, our staff, and our communities. If you’d like to hear from Viget's co-founder, Brian Williams, you can read his article on our response to the situation.

Like many other companies, Viget is working through the new challenge of suddenly being a fully-distributed company. We don’t know how long it will last or every challenge that will arise because of these unfortunate circumstances, but we know the health and well-being of our people is paramount. As Employee Engagement Manager, I feel inspired by these new challenges, eager to step up, and committed to seeing what good can come of this.

Now more than ever, we want to maintain the culture that has sustained us over the last 20 years – a culture that I think is best captured by our mantra, “do great work and be a great teammate.” As everyone is adjusting to new work environments, schedules, and distractions, I am adjusting my approach to employee engagement, and the People Team is looking for new ways to nurture and protect the culture we treasure.

The backbone of being a great teammate is knowing each other and caring about each other. For years the People Team has focused on making sure people who work at Viget are known, accepted, and cared about. From onboarding to events to weekly and monthly touchpoints, we invest in coworkers knowing each other. On top of that, we have well-appointed offices where people like to be, and friendships unfold over time. Abruptly becoming fully distributed makes it impossible for some of these connections to happen organically, like they would have around the coffee machine and the lunch tables. These microinteractions between colleagues in the same office, the hellos when you get off the elevator or the “what’d you get up to this weekend” chit chat near the seltzer refrigerator, all add up. We realize more than ever how valuable those moments are, and I know I will feel extra grateful for them when we are all back together.

Until that time, we are working to make sure everyone at Viget feels connected, safe, healthy, and most importantly, together, even when we are physically apart. We are keeping up our weekly staff meetings and monthly team lunches, and we just onboarded a new hire last week as thoroughly as ever. There are some other, new ways we’re sparking connections, too.

New ways we're sparking connections:

At the end of the day, we are all here for one reason: to do great work. Our award-winning work is made possible by the trust we’ve built within our teams. Staying focused and accountable to ourselves and our clients is what drives our motivation to continue to show up and do our best. In our new working environment, it is crucial that we can both stay connected and productive; a lot of teammates are stepping up to support one another. Here are a few ways we are continuing to foster our “do great work” mantra.

New ways we're fostering great work:

As the pandemic unfolds, our approach to employee engagement will evolve. We have more things in the works to build and maintain connections while distributed, including trivia and game nights, book clubs, virtual movie nights, and community service opportunities, just to name a few. No matter what we’re doing or what tool we’re using to connect, we’ll be in it together: doing great work, being great teammates, and looking forward.

Viget has helped organizations design and develop award-winning websites and digital products for 20 years. In that time, we’ve been lucky to create long-term relationships with clients like Puma, the World Wildlife Fund, and Privia Health, and, throughout our time working together, we’ve come to understand each others’ unique terminology. But that isn’t always the case when we begin work with new clients, and in a constantly-evolving industry, we know that new terminology appears almost daily and organizations have unique definitions for deliverables and processes.

Kicking off a project always initiates a flurry of activity. There are contracts to sign, team members to introduce, and new platforms to learn. It’s an exciting time, and we know clients are anxious to get underway. Amidst all the activity, though, there is a need to define and create a shared lexicon to ensure both teams understand the project deliverables and process that will take us from kickoff to launch.

Below, we’ve rounded up a few terms for each of our disciplines that often require additional explanation. Note: our definitions of these terms may differ slightly from the industry standard, but highlight our interpretation and use of them on a daily basis.

User Experience

Research

In UX, there is a proliferation of terms that are often used interchangeably and mean almost-but-subtly-not the same thing. Viget uses the term research to specifically mean user research — learning more about the users of our products, particularly how they think and behave — in order to make stronger recommendations and better designs. This can be accomplished through different methodologies, depending on the needs of the project, and can include moderated usability testing, stakeholder interviews, audience research, surveys, and more. Learn more about the subtleties of UX research vocabulary in our post on “Speaking the Same Language About Research”.

Wireframes

We use wireframes to show the priority and organization of content on the screen, to give a sense of what elements will get a stronger visual treatment, and to detail how users will get to other parts of the site. Wireframes are a key component of website design — think of them as the skeleton or blueprint of a page — but we know that clients often feel uninspired after reviewing pages built with gray boxes. In fact, we’ve even written about how to improve wireframe presentations. We remind clients that visual designers will step in later to add polish through color, graphics, and typography, but agreeing on the foundation of the page is an important and necessary first step.

Prototypes

During the design process, it’s helpful for us to show clients how certain pieces of functionality or animations will work once the site is developed. We can mimic interactivity or test a technical proof of concept by using a clickable prototype, relying on tools like Figma, Invision, or Principle. Our prototypes can be used to illustrate a concept to internal stakeholders, but shouldn’t be seen as a final approach. Often, these concepts will require additional work to prepare them for developer handoff, which means that prototypes quickly become outdated. Read more about how and when we use prototypes.

Navigation Testing (Treejack Testing)

Following an information architecture presentation, we will sometimes recommend that clients conduct navigation testing. When testing, we present a participant with the proposed navigation and ask them to perform specific tasks in order to see if they will be able to locate the information specified within the site’s new organization. These tests generally focus on two aspects of the navigation: the structure of the navigation system itself, and the language used within the system. Treejack is an online navigation testing tool that we like to employ when conducting navigation tests, so we’ll often interchange the terms “navigation testing” with “treejack testing”.

Learn more about Viget’s approach to user experience and research. 

Yesterday (Apr 22, 2020) Phoenix 1.5 was officially released ????

There’s a long list of changes and improvements, but the big feature is better integration with LiveView. I’ve previously written about why LiveView interests me, so I was quite excited to dive into this release. After watching this awesome Twitter clone in 15 minutes demo from Chris McCord, I had to try out some of the new features. I generated a new phoenix app with the —live flag, installed dependencies and started a server. Here are five new features I noticed.

1. Database actions in browser

Oops! Looks like I forgot to configure the database before starting the server. There’s now a helpful message and a button in the browser that can run the command for me. There’s a similar button when migrations are pending. This is a really smooth UX to fix a very common error while developing.

2. New Tagline!

Peace-of-mind from prototype to production

This phrase looked unfamiliar, so I went digging. Turns out that the old tagline was “A productive web framework that does not compromise speed or maintainability.” (I also noticed that it was previously “speed and maintainability” until this PR from 2019 was opened on a dare to clarify the language.)

Chris McCord updated the language while adding phx.new —live. I love this framing, particularly for LiveView. I am very excited about the progressive enhancement path for LiveView apps. A project can start out with regular, server rendered HTML templates. This is a very productive way to work, and a great way to start a prototype for just about any website. Updating those templates to work with LiveView is an easier lift than a full rebuild in React. And finally, when you’re in production you have the peace-of-mind that the reliable BEAM provides.

3. Live dependency search

There’s now a big search bar right in the middle of the page. You can search through the dependencies in your app and navigate to the hexdocs for them. This doesn’t seem terribly useful, but is a cool demo of LiveView. The implementation is a good illustration of how compact a feature like this can be using LiveView.

4. LiveDashboard

This is the really cool one. In the top right of that page you see a link to LiveDashboard. Clicking it will take you to a page that looks like this.

This page is built with LiveView, and gives you a ton of information about your running system. This landing page has version numbers, memory usage, and atom count.

Clicking over to metrics brings you to this page.

By default it will tell you how long average queries are taking, but the metrics are configurable so you can define your own custom telemetry options.

The other tabs include process info, so you can monitor specific processes in your system:

And ETS tables, the in memory storage that many apps use for caching:

The dashboard is a really nice thing to get out of the box and makes it free for application developers to monitor their running system. It’s also developing very quickly. I tried an earlier version a week ago which didn’t support ETS tables, ports or sockets. I made a note to look into adding them, but it's already done! I’m excited to follow along and see where this project goes.

5. New LiveView generators

1.5 introduces a new generator mix phx.gen.live.. Like other generators, it will create all the code you need for a basic resource in your app, including the LiveView modules. The interesting part here is that it introduces patterns for organizing LiveView code, which is something I have previously been unsure about. At first glance, the new organization makes sense and feels like a good approach. I look forward to seeing how this works on a real project.

Conclusion

The 1.5 release brings more changes under the hood of course, but these are the first five differences you’ll notice after generating a new Phoenix 1.5 app with LiveView. Congratulations to the entire Phoenix team, but particularly José Valim and Chris McCord for getting this work released.

In my last post, I defined terms used by our UX team that are often confused or have multiple meanings across the industry. Today, I’ll share our definitions for processes and deliverables used by our design and strategy teams.

Creative

Brand Strategy

In our experience, we’ve found that the term brand strategy is used to cover a myriad of processes, documents, and deliverables. To us, a brand strategy defines how an organization communicates who they are, what they do and why in a clear and compelling way. Over the years, we’ve developed an approach to brand strategy work that emphasizes rigorous research, hands-on collaboration, and the definition of problems and goals. We work with clients to align on a brand strategy concept and, depending on the client and their goals, our final deliverables can range to include strategy definition, audience-specific messaging, identity details, brand elements, applications, and more. Take a look at the brand strategy work we’ve done for Fiscalnote, Swiftdine, and Armstrong Tire.

Content Strategy

A content strategy goes far beyond the words on a website or in an app. A strong content strategy dictates the substance, structure, and governance of the information an organization uses to communicate to its audience. It guides creating, organizing, and maintaining content so that companies can communicate who they are, what they do, and why efficiently and effectively. We’ve worked with organizations like the Washington Speakers Bureau, The Nature Conservancy, the NFL Players Association, and the Wildlife Conservation Society to refine and enhance their content strategies.

Still confused about the difference between brand and content strategy? Check out our flowchart.

Style Guide vs. Brand Guidelines

We often find the depth or fidelity of brand guidelines and style guides can vary greatly, and the terms can often be confused. When we create brand guidelines, they tend to be large documents that include in-depth recommendations about how a company should communicate their brand. Sections like “promise”, “vision”, “mission”, “values”, “tone”, etc. accompany details about how the brand’s logo, colors and fonts should be used in a variety of scenarios. Style guides, on the other hand, are typically pared down documents that contain specific guidance for organizations’ logos, colors and fonts, and don’t always include usage examples.

Design System

One question we get from clients often during a redesign or rebrand is, “How can I make sure people across my organization are adhering to our new designs?” This is where a design system comes into play. Design systems can range from the basic — e.g., a systematic approach to creating shared components for a single website — all the way to the complex —e.g., architecting a cross-product design system that can scale to accommodate hundreds of different products within a company. By assembling elements like color, typography, imagery, messaging, voice and tone, and interaction patterns in a central repository, organizations are able to scale products and marketing confidently and efficiently. When a design system is translated into code, we refer to that as a parts kit, which helps enforce consistency and improve workflow.

Comps or Mocks

When reviewing RFPs or going through the nitty-gritty of contracts with clients, we often see the terms mocks or comps used interchangeably to refer to the static design of pages or screens. Internally, we think of a mock-up as a static image file that illustrates proof-of-concept, just a step beyond a wireframe. A comp represents a design that is “high fidelity” and closer to what the final website will look like, though importantly, is not an exact replica. This is likely what clients will share with internal stakeholders to get approval on the website direction and what our front-end developers will use to begin building-out the site (in other words, converting the static design files into dynamic HTML, CSS, and JavaScript code).

If you're interested in joining our team of creative thinkers and visual storytellers who bring these concepts to life for our clients, we’re hiring in Washington, D.C. Durham, Boulder and Chattanooga. Tune in next week as we decipher the terms we use most often when talking about development.

Video conference tools are an indispensable part of the Plague Times. Google Meet, Microsoft Teams, Zoom, and their compatriots are keeping us close and connected in a physically distanced world.

As tech-savvy folks with years of cross-office collaboration, we’ve laughed at the sketches and memes about vidconf mishaps. We practice good Zoomiquette, including muting ourselves when we’re not talking.

Yet even we can’t escape one vidconf pitfall. (There but for the grace of Zoom go I.) On nearly every vidconf, someone starts to talk, and then someone else says: “Oop, you’re muted.” And, inevitably: “Oop, you’re still muted.”

That’s right: we’re trying to follow Zoomiquette by muting, but then we forget or struggle to unmute when we do want to talk.

In this post, I’ll share my theories for why the You’re Muted Problems are so pervasive, using Google Meet, Microsoft Teams, and Zoom as examples. Spoiler alert: While I hope this will help you be more mindful of the problem, I can’t offer a good solution. It still happens to me. All. The. Time.

Skip the why and go straight to the vidconf app keyboard shortcuts you should memorize right now.

Why we don't realize we’re muted before talking

Why does this keep happening?!?

Simply put: UX and design decisions make it harder to remember that you’re muted before you start to talk.

Here’s a common scenario: You haven’t talked for a bit, so you haven’t interacted with the Zoom screen for a few seconds. Then you start to talk — and that’s when someone tells you, “You’re muted.”

We forget so easily in these scenarios because when our mouse has been idle for a few seconds, the apps hide or downplay the UI elements that tell us we’re muted.

Zoom and Teams are the worst offenders:

• Zoom hides both the toolbar with the main in-app controls (the big mute button) and the mute status indicator on your video pane thumbnail.
• Teams hides the toolbar, and doesn't show a mute status indicator on your video thumbnail in the first place.

Meet is only slightly better:

• Meet hides the toolbar, and shows only a small mute status icon in your video thumbnail.

Even when our mouse is active, the apps’ subtle approach to muted state UI can make it easy to forget that we’re muted:

Teams is the worst offender:

• The mute button is an icon rather than words.
• The muted-state icon's styling could be confused with unmuted state: Teams does not follow the common pattern of using red to denote muted state.
• The mute button is not differentiated in visual hierarchy from all the other controls.
• As mentioned above, Teams never shows a secondary mute status indicator.

Zoom is a bit better, but still makes it pretty easy to forget that you’re muted:

• Pros:
  • Zoom is the only app to use words on the mute button, in this case to denote the button action (rather than the muted state).
  • The muted-state icon’s styling (red line) is less likely to be confused with the unmuted-state icon.
• Cons:
  • The mute button’s placement (bottom left corner of the page) is easy to overlook.
  • The mute button is not differentiated in visual hierarchy from the other toolbar buttons — and Zoom has a lot of toolbar buttons, especially when logged in as host.
  • The secondary mute status indicator is a small icon.
  • The mute button’s muted-state icon is styled slightly differently from the secondary mute status indicator.
• Potential Cons:
  • While words denote the button action, only an icon denotes the muted state.

Meet is probably the clearest of the three apps, but still has pitfalls:

• Pros:
  • The mute button is visually prominent in the UI: It’s clearly differentiated in the visual hierarchy relative to other controls (styled as a primary button); is a large button; and is placed closer to the center of the controls bar.
  • The muted-state icon’s styling (red fill) is less likely to be confused with the unmuted-state icon.
• Cons:
  • Uses only an icon rather than words to denote the muted state.
• Unrelated Con:
  • While the mute button is visually prominent, it’s also placed next to the hang-up button. So in Meet’s active state you might be less likely to forget you’re muted … but more likely to accidentally hang up when trying to unmute. 😬
    

I know modern app design leans toward minimalism. There’s often good rationale to use icons rather than words, or to de-emphasize controls and indicators when not in use.

But again: This happens on basically every call! Often multiple times per call!! And we’re supposed to be tech-savvy!!! Imagine what it’s like for the tens of millions of vidconf newbs.

I would argue that “knowing your muted state” has turned out to be a major vidconf user need. At this point, it’s certainly worth rethinking UX patterns for.

Why we keep unsuccessfully unmuting once we realize we’re muted

So we can blame the You’re Muted Problem on UX and design. But what causes the You’re Still Muted Problem? Once we know we’re muted, why do we sometimes fail to unmute before talking again?

This one is more complicated — and definitely more speculative. To start making sense of this scenario, here’s the sequence I’m guessing most commonly plays out (I did this a couple times before I became aware of it):

The crucial part is when the person tries to unmute by pressing the keyboard Volume On/Off key.

If that’s in fact what’s happening (again, this is just a hypothesis), I’m guessing they did that because when someone says “You’re muted” or “I can’t hear you,” our subconscious thought process is: “Oh, Audio is Off. Press the keyboard key that I usually press when I want to change Audio Off to Audio On.”

There are two traps in this reflexive thought process:

First, the keyboard volume keys control the speaker volume, not the microphone volume. (More specifically, they control the system sound output settings, rather than the system sound input settings or the vidconf app’s sound input settings.)

In fact, there isn’t a keyboard key to control the microphone volume. You can’t unmute your mic via a dedicated keyboard key, the way that you can turn the speaker volume on/off via a keyboard key while watching a movie or listening to music.

Second, I think we reflexively press the keyboard key anyway because our mental model of the keyboard audio keys is just: Audio. Not microphone vs. speaker.

This fuzzy mental model makes sense: There’s only one set of keyboard keys related to audio, so why would I think to distinguish between microphone and speaker? 

So my best guess is hardware design causes the You’re Still Muted Problem. After all, keyboard designs are from a pre-Zoom era, when the average person rarely used the computer’s microphone.

If that is the cause, one potential solution is for hardware manufacturers to start including dedicated keys to control microphone volume:

Video conference keyboard shortcuts you should memorize right now

Let me know if you have other theories for the You’re Still Muted Problem!

In the meantime, the best alternative is to learn all of the vidconf app keyboard shortcuts for muting/unmuting:

• Meet
  • Mac: Command(⌘) + D
  • Windows: Control + D
• Teams
  • Mac: Command(⌘) + Shift + M
  • Windows: Ctrl + Shift + M
• Zoom
  • Mac: Command(⌘) + Shift + A
  • Windows: Alt + A
  • Hold Spacebar: Temporarily unmute

Other vidconf apps not included in my analysis:

• Cisco Webex Meetings
  • Mac: Ctrl + Alt + M
  • Windows: Ctrl + Shift + M
• GoToMeeting
  • Mac: No keyboard shortcut?
  • Windows: Ctrl + Alt + A

Bonus protip from Jackson Fox: If you use multiple vidconf apps, pick a keyboard shortcut that you like and manually change each app’s mute/unmute shortcut to that. Then you only have to remember one shortcut!

Though I usually enjoy working from Viget’s lovely Boulder office, during quarantine I am now working from home while simultaneously parenting my 3-year-old daughter Audrey. My husband works in healthcare and though he is not on the front lines battling COVID-19, he is still an essential worker and as such leaves our home to work every day.

Some working/parenting days are great! I somehow get my tasks accomplished, my kid is happy, and we spend some quality time together.

And some days are awful. I have to ignore my daughter having a meltdown and try to focus on meetings, and I wish I wasn’t in this situation at all. Most days are somewhere in the middle; I’m just doing my best to get by.

I’ve seen enough working parent memes and cries for help on social media to know that I’m not alone. There are many parents out there who now get to experience the stress and anxiety of living through a global pandemic while simultaneously navigating ways to stay productive while working from home and being an effective parent. Fun isn’t it?

I’m not an expert on the matter, but I have found a few small things that are making me feel a bit more sane. I hope sharing them will make someone else’s life easier too.

Truths to Accept

First, let’s acknowledge some truths about this new situation we find ourselves in:

Truth 1: We’ve lost something.

Parents have lost more than daycare and schools during this epidemic. We’ve lost any time that we had for ourselves, and that was really valuable. We no longer have small moments in the day to catch up on our personal lives. I no longer have a commute to separate my work duties from my mom duties, or catch up with my friends, or just be quiet.

Truth 2: We’re human.

The reason you can’t be a great employee and a great parent and a great friend and a great partner or spouse all day every day isn’t because you’re doing a bad job, it’s because being constantly wonderful in all aspects of your life is impossible. Pick one or two of those things a day to focus on.

Truth 3: We’re all doing our best.

This is the most important part of this article. Be kind to yourselves. This isn’t easy, and putting so much pressure on yourself that you break isn’t going to make it any easier.

Work from Home Goals

Now that we’ve accepted some truths about our current situation, let’s set some goals.

Goal 1: Do Good Work

At Viget, and wherever you work, with kids or without we all want to make sure that the quality of our work stays up throughout the pandemic and that we can continue to be reliable team members and employees to the best of our abilities.

Goal 2: Stay Sane

We need to figure out ways to do this without sacrificing ourselves entirely. For me, this means fitting my work into normal work hours as much as possible so that I can still have some downtime in the evenings.

Goal 3: Make This Sustainable

None of us knows how long this will last but we may as well begin mentally preparing for a long haul.

Work from Home Rules

Now, there are some great Work from Home Rules that apply to everyone with or without kids. My coworker Paul Koch shared these with the Viget team a Jeremy Bearimy ago and I agree this is also the foundation for working from home with kids.

1. When you’re in a remote meeting, minimize other windows to stay focused
2. Set a schedule and avoid chores*
3. Take breaks away from the screen
4. Plan your workday on the calendar+
5. Be mindful of Slack and social media as a distraction
6. Use timers+
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you

In the improv spirit I say “Yes, AND….” to these tips. And so, here are my adjusted rules for WFH while kiddos around: These have both been really solid tools for me, so let’s dig in.

Day Planning: Calendars and Timers

A few small tweaks and adjustments make this even more doable for me and my 3-year-old. First- I don’t avoid chores entirely. If I’m going up and down the stairs all day anyway I might as well throw in a load of laundry while I’m at it. The more I can get done during the day means a greater chance of some down time in the evening.

Each morning I plan my day and Audrey’s day:

When we make the schedule together it also helps me understand her favorite parts of the day and reminds me to include them.

Once our days are planned, I also use timers to help keep the structure of the day. (I bought a great alarm clock for kids on Amazon that turns colors to signal bedtime and quiet time. It’s been hugely worth it for me.)

Work from Home Rules: Updated for Parents

Finally, I have a few more Work from Home Rules for parents to add to the list:

1. Minimize other windows in remote meetings
2. Set a schedule and fit in some chores if time allows
3. Take breaks away from the screen
4. Schedule both your and your kids’ days
5. Be mindful of Slack and social media as a distraction
6. Use timers to track your own time and help your kids understand the day
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you
10. Be prepared with a few activities
    • Each morning, have just ONE thing ready to go. This can be a worksheet you printed out, a coloring station setup, a new bag of kinetic sand you just got delivered from Amazon, a kids dance video on YouTube or an iPad game. Recently I started enlisting my mom to read stories on Facetime. The activity doesn’t have to be new each day but (especially for young kids) it has to be handy for you to start up quickly if your schedule changes
11. Clearly communicate your availability with your team and project PMs
    • Life happens. Some days are going to be hard. Whatever you do, don’t burn yourself out or leave your team hanging. If you need to move a meeting or take a day off, communicate that as early and as clearly as you can.
12. Take PTO if you can
    • None of us are superheroes. If you’re feeling overwhelmed- take a look at the next few days and figure out which one makes the most sense for you to take a break.
13. Take breaks to be alone without doing a task
    • Work and family responsibilities have blended together, there’s almost no room for being alone. If you can find some precious alone time don’t use it to fold laundry or clean the bathroom. Just zone out. I think we all really need this.

Last but not least, enjoy your time at home if you can. This is an unusual circumstance and even though it’s really hard, there are parts that are really great too.

If you have some great WFH tips we’d love to hear about them in the comments!

So you’ve just written a blog post or tweet about why wireframes are becoming obsolete, the dangers of “too accessible” design, or how a certain style of icon creates “cognitive fatigue.”

Your post went viral, but now you’re getting ratioed by rude people on the Internet. That sucks! You were just trying to start a conversation and you probably didn’t deserve all that negativity (except for you, “too accessible” guy).

Most likely, you made one of these common mistakes:

1. You made generalizations about “design”

You, a good user-centered designer, know that you are not your user. Nor are you every designer.

First of all, let's acknowledge that there is no universal definition of design. Even if we narrow it down to software design, it’s still hard to make generalizations. Agency, in-house, product, startup, enterprise, non-profit, website, app, connected hardware, etc. – there are a lot of different work contexts and cultures for people with “designer” in their titles.

"The Design Industry" is not a thing, but even if it were, you don't speak for it. Don’t assume that the kind of design work you do is the universal default.

2. You didn’t share enough context

There are many great design books and few great design blog posts. (There are, to my knowledge, no great design tweets, but I am open to your suggestions.) Writing about design is not well suited to short formats, because context plays such an important role and there’s always a lot of it to cover.

Writing about your work should include as much context as you would include if you were presenting your portfolio for a job interview. What kind of organization did you work for? Who was your client and/or your stakeholders? What was the goal of the project? Your timeline? What was the makeup of your team? What were the notable business rules and constraints? How are you defining effectiveness and success?

Without these kinds of details, it’s not possible for other designers to know if what you’ve written is credible or applicable to them.

3. You were too certain

A blog post doesn’t need to be a dissertation. It’s okay to share hunches and anecdotes, but give the necessary caveats. And if you're making claims about science, bruh, you gotta cite your sources.

Be humble in your takes. Your account of what worked for you and why is more valuable to your peers than making sweeping claims and reheating the same old arguments. Be prepared to be told you’re wrong, and have the humility to realize that your perspective is just your perspective. Real conversations, like good design, are built on feedback and diverse viewpoints.

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Together, we can improve the discourse in our information ecosystems. Don't generalize. Give context. Be humble.