Card sorting is one of the most useful exercises for determining the navigation structure of your intranet. It builds user-centered navigation and it can be executed with a few simple materials. This session will use the same material that Human Factors professional Selma Zafar used to teach her students.

1. Information Architecture 101: Card Sorting Selma Zafar Senior User Experience Designer

3. Strategy, user research, IA, wireframes, usability testing

4. Recent ThoughtFarmer Intranet clients:

5. MD Physicians

6. Fokker Services, Aerostructures, Aircraft Services

7. Global Container Terminals

10. Stale, out-dated content

11. ‘Dumping Ground’ for content

13. CARD SORTING http://www.flickr.com/photos/mattobee/4417201103/sizes/l/in/photostream/

14. “It is important to use Card Sorting for the right reasons and the right time in the project and to analyze the results in combination with other inputs.” - DONNA SPENCER 2009

15. Steps in a Card Sort Decide what you want to learn Select the type of Card Sort (open vs closed) Choose Suitable Content Choose and invite participants Conduct the sort (online or in-person) Analyze Results Integrate results

16. What are you wanting to learn? New Intranet vs Existing? Section of Intranet? Whole organization vs single department? For a project? For a team?

17. OPEN VS CLOSED Product Targets CRM Organization Chart Year in Review Meeting Company News Projects CRM Project Review Vacation Policy Christmas Party OPEN SORT Pay Days Walkathon Results Vacation request form Vacation Policy Walkathon Results Events Human Resources Pay Days Vacation request form Christmas Party CRM Organization Chart Product Targets Christmas Party CRM Project Review Vacation Policy Year in Review Meeting Pay Days CRM Organization Chart Vacation request form CRM Project Review Year in Review Meeting Product Targets Walkathon Results Christmas Party CRM Project Review Year in Review Meeting Company News Projects Product Targets Walkathon Results Company News Projects Vacation Policy CLOSED SORT Departments Human Resources Departments Human Resources CRM Organization Chart Pay Days Vacation request form

18. Selecting Content

20. Select content that can be grouped

22. Mix functionality and content

24. Conducting the Card Sort Optimal Workshop (www.optimalworkshop.com)

25. Analysis #15 The information in this presentation is confidential. Please do not redistribute. Thanks!

27. Where the cards were placed

28. What terms were used for labels

29. Organization scheme used

30. Whether people created accurate or inaccurate groups#16 The information in this presentation is confidential. Please do not redistribute. Thanks!

32. Content fits well in categories with not too much overlap

34. Steps in a Card Sort Decide what you want to learn Select the type of Card Sort (open vs closed) Choose Suitable Content Choose and invite participants Conduct the sort (online or in-person) Analyze Results Integrate results

35. Now Sort! www.thoughtfarmer.com/cardsort Find out the results at the next ThoughtFarmer Webinar: Information Architecture 101: Task Testing July 20th @10 AM PST

36. Go Canucks Go! Any Questions?

37. Selma Zafar selma@openroad.ca twitter.com/selmaz