How To Get Your Web or Mobile App Idea Built | Jack Zerby | Skillshare

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How To Get Your Web or Mobile App Idea Built

teacher avatar Jack Zerby, Design at Gumroad

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.



    • 2.

      How This Course Works


    • 3.

      How This Course Works (Followup)


    • 4.

      Who Is The Software For?


    • 5.

      Who Is The Software For? (Followup)


    • 6.

      What Is The Culture?


    • 7.

      What Is The Culture? (Followup)


    • 8.

      What’s The Voice?


    • 9.

      What’s The Voice? (Followup)


    • 10.

      What Problem Does Your Software Solve?


    • 11.

      What Problem Does Your Software Solve? (Followup)


    • 12.

      What’s The Customer Journey?


    • 13.

      What’s The Customer Journey? (Followup)


    • 14.

      What’s The Customer Story?


    • 15.

      What’s The Customer Story? (Followup)


    • 16.

      What Are The Atoms?


    • 17.

      What Are The Atoms? (Followup)


    • 18.

      What Are The Atom Attributes?


    • 19.

      What Are The Atom Attributes? (Followup)


    • 20.

      How Are The Atoms Connected?


    • 21.

      How Are The Atoms Connected? (Followup)


    • 22.

      What Are The Core Screens?


    • 23.

      What Are The Core Screens? (Followup)


    • 24.

      What’s The Navigation?


    • 25.

      What’s The Navigation? (Followup)


    • 26.

      What’s Included On Each Screen?


    • 27.

      What’s Included On Each Screen? (Followup)


    • 28.

      How Are They Onboarded?


    • 29.

      How Are They Onboarded? (Followup)


    • 30.

      How Do You Find Designers?


    • 31.

      How Do You Find Designers? (Followup)


    • 32.

      How Do You Audition A Designer?


    • 33.

      How Do You Manage The Designer Test Project?


    • 34.

      How Do You Manage The Designer Test Project? (Followup)


    • 35.

      How Do You Hire And Manage A Designer?


    • 36.

      How Do You Hire And Manage A Designer? (Followup)


    • 37.

      How Do You Find A Developer?


    • 38.

      How Do You Find A Developer? (Followup)


    • 39.

      How Do You Audition A Developer?


    • 40.

      How Do You Manage The Developer Test Project?


    • 41.

      How Do You Manage The Developer Test Project? (Followup)


    • 42.

      How Do You Hire And Manage A Developer?


    • 43.

      How Do You Hire And Manage A Developer? (Followup)


    • 44.



    • 45.

      Launch! (Followup)


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About This Class

If you've always wanted to build software like a SAAS platform or a mobile application, but you have no idea where to start, or even how to pull this thing off, then listen up.

You don't need to take significant risk hiring expensive agencies and spend 10s if not hundreds of thousands of dollars, only to find yourself wasting months without a practical working product.

What I'm telling you is that the software development game is rigged, and it's not in your favor. If you don't have the experience, skill or network to do it on your own, you will get taken advantage of they will add unnecessary cost into the development of your software. And at the end, they will leave you with software you told them to build not the software that actually works in the marketplace.

If you've never built software before, you might be asking:

  • How much will this cost me?
  • Do I need to know how to code?
  • How do I find a developer?

Or if you have built software, but can relate to those pains, you might be asking:

  • How do I avoid getting ripped off again?
  • How do I know which developer to trust?
  • How can I prevent my budget from getting completely blown out again?

The key to the entire process is not having coding skills yourself, being being able to speak the coding language or learn how to reduce costs without sacrificing quality...It's knowing someone who has a clear step by step process to go from idea to production to launch without pulling your hair out.

This course is designed specifically to teach you that process:

  • How to dive inside the mind of your market so you can create the perfect experience that keeps them coming back
  • How to create detailed data maps that will save your developer hundreds of hours, which means thousands of dollars off of your budget,
  • How to hire an amazing UI designer to turn your sketches into gorgeous user interface custom tailored to your market's unique personality.
  • How to manage lead and empower developers to give you their best work without hating each other by the end.

A little bit about my background. I've been building software for over 20 years, and have designed or consulted on interfaces used by over 100 million people.

I know the entire process from end to end, I've helped build or design software startups in every way imaginable from publicly owned companies, venture capital backed startups, angel investments, and good old fashioned bootstrapping.

I've hired and worked closely with hundreds of developers and designers over the year over the years, and I know exactly how to put together a killer team that can execute quickly and efficiently.

What you're going to get in this course are 23 action based videos designed to get you results, not just a bunch of information to memorize and never use again.

So if you want to drastically reduce the risk and uncertainty and building software this class is for you!

Meet Your Teacher

Teacher Profile Image

Jack Zerby

Design at Gumroad


Design @gumroad @designfordecks @vimeo @pentagram @frogdesign @rga

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1. Intro: if you've always wanted to build software like Sasse Platform or a mobile application, but you have no idea where to start or even how to pull this thing off than listen up, you don't need to take significant risk hiring expensive agency Spend tens, if not hundreds of thousands of dollars, only to find yourself wasting months, if not years, without a practical working product. What I'm telling you is that this software development game is rigged and it's not in your favor. If you don't have the experience, skill or network to do it on your own, you will get taken advantage of. They will add unnecessary costs into the development of your software, and at the end they will leave you with software you told them to build, not the software that actually works in the marketplace. If you've never built software before, you might be asking, How much will this cost me? Do I need to know how to code? How do I find a developer? Or if you have built software but can relate to those pains you might be asking, How do I get? How do I avoid getting ripped off again? How do I know which developer to trust. How can I prevent my budget from getting completely blown out again? The key to the entire process is not having coding skills yourself being being able to speak the coding language or learn how to reduce cost without sacrificing quality. It's knowing someone who can. Someone who has a process, a clear, step by step process to go from idea to production, tow launch without pulling your hair out. This course is designed specifically to teach you that process how to dive inside the mind of your market so you can create the perfect experience that keeps them coming back. How to create detailed data maps that will save your developer hundreds of hours, which means thousands of dollars off of your budget and how to hire an amazing you I designer to turn your sketches into gorgeous user interfaces, custom tailored to your markets, unique personality and, lastly, how to manage lead in empowered developers to give you their best work without hating each other by the hand a little bit about my background. I've been building software for over 20 years, and if designed or consulted on interface is used by over 100 million people. In fact, the very software you're using right now to view this course I built from the ground up from the design to the HD mail to the backend database architectures. So I know the entire process from end to end. I've helped build or design software startups in every way imaginable from publicly owned companies, venture capital, back start ups, angel investments and good old fashioned bootstrapping. I've hired and work closely with hundreds of developers and designers over the year over the years, and I know exactly how to put together a killer team that can execute quickly and efficiently. 2. How This Course Works: how this course works. It's not gonna be This isn't gonna be your typical course where you download a whole bunch of information and don't do anything with all this memorization and all this overwhelm of information. In fact, it's going to be completely different than what you're probably used to in each one of these missions or actions and how I haven't divided up. I'm gonna ask you to take action. I'm gonna ask you to to get out of your comfort zone and do a lot of these things. And each one of these missions and actions is divided up into two separate parts. One is the action that I'm asking you to take. And then there's the follow up. So I'm not gonna overwhelm you with a whole bunch of information up front. I'm going to give you some information and some guidance taken action. Then I'm gonna follow up with some examples with some insights. So that way I don't overwhelm you. In the beginning, you can takes an action, and then you can say, Oh, that was you know, there is some good examples or I could have done it this way. And that's how you, your refining, your ideas and refining the things that you're actually doing in this course. So let's move on to the first action. The question is, what's your biggest fear when it comes to building software, So in the box below? Answer. What's your biggest fear when it comes to building software? Maybe you've done it before. Maybe you haven't done it. Why you scared to do it? Why were you burned in the past? What are some concerns that you have in doing this answer below. 3. How This Course Works (Followup): Now here's the follow up here. Some things that I've seen over the years, as I've asked this question Number one, I see a pattern of consistent action is key. Whenever I'm involved with helping someone or a friend build software, I see a whole bunch of action up front and then kind of peters out. And then the whole thing loses steam, and they don't have that consistent action to build that momentum. So Mo Mentum is key here, and that only comes through consistent action. Number two details matter. They will save you tons of money if you have a tendency to just gloss over things and just say, Oh, yeah, we're gonna have this page and is going to do this but not really think of the implications and not have communication with the developer about what that's going to mean if you just casually throw something out without thinking through the details that can and end up being a $10,000 detail or a $10,000 loss, I've seen this happen over and over again that people just like one in a rush to get it done, they skip over these little details so think that I'm gonna ask you to think through a lot of these things and think through from the customer's perspective. Number three. And this is a big one. I've had partners over the years who haven't build software before. So the first time that there's a bug, they freak out. And I'm, you know, being in this industry for a while. I'm used to things breaking. There's gonna be bugs, and software must constantly evolve. It's like having kids. You've got to constantly keep up with it. Things happen like what happens if you have a Facebook log in on your sign up page and Facebook goes down? That can happen. That's something you didn't predict didn't think was gonna happen. It is a bug, and you have to understand that these things happen and work with your developer to develop plans and different A plan. A Plan B. What happens if this goes down? There's gonna be bugs, so expect them and don't freak out. Number four. This is not an overnight process that patience is key. It's always going to take two or three or four times longer that you then you think I've learned this the hard way, so many times where I think, Oh man, I got this down like I have this planned out. It's not going to take a long time and then three months later it's still going. Now I've learned that that's just part of the process. And software is messy, and software does take time to get right. So just be patient and then last one, focus on the custom results, and you can't lose your designing this whole piece of software to get your customer results not to look cool. Not that you can tell your mom you have a nap or not to bragged your competitors that you have some fancy software at the end. This software, the only goal is to get the customer a specific result. And if you focus on that cause your competitors probably aren't. If you focus on that, I wouldn't say you can't lose. But your percentage of not losing your percentage of winning is gonna go way, way, way up 4. Who Is The Software For?: who is the software for? When you're building software? Your building? APS. You're designing things. You're not going to design things the same way for the same people. You wouldn't design an app for us a peace offer the same way you would for a teenage audience the same way you would for ah for ah finance. You know, people in finance or stockbrokers or in investment banking the same way you would for elderly crowd the same way you would for a youth soccer coach. Each one of these context, you have to approach differently because these choices in these decisions influence fonts. They influence layout colors, copy marketing. The user interface as a whole is greatly influenced by Hugh by who is going to be using this particular after software. So the action in this mission is right down who your software is for 5. Who Is The Software For? (Followup): Okay, here's the follow up with these here. Some examples. Working mothers, injury attorneys, basketball coaches, middle school teachers, real estate brokers. Notice how a lot of these are specific. They're not too specific, and we'll get specific as we go towards other missions. But again, it's defining. Okay, I'm talking to and I'm building things for middle school teachers starting there. Then we can get into the conversation about what? What is the day in the life of a middle school teachers, and we're going to get into that and further missions, but great job on this particular mission. 6. What Is The Culture?: What is the culture? Each market that you that you select the market that you're picking has its own unique culture, language and inside jokes. It has its own environment, its own world, and the goal of this is when they're using it to say this application or this piece of software gets me, it understands the conversations that are going on inside my head. It understands when I'm using it, why I am using it uses the language and the colors and everything that that makes me feel like they understand my pains, my problems, my frustrations, my dreams, my goals and my fear. So in the action in this mission, write down 3 to 5 words. Describe. Write down 3 to 5 words describing the culture of your market here. Some examples. Serious safety, trust. Unique, fun, creative, relaxed, calm and serene, driven, gritty and hustle. So here, just three words, But you can write down five. You can write down 10 but what are the words that describe the culture of in the culture and the values and just the overall environment of your specific market? 7. What Is The Culture? (Followup): here in the follow up. I'm gonna give you some examples. So let's go through corporate attorneys. Maybe that's your market, and you wrote down Or whoever is working with corporate attorneys is writing down, detailed, serious and professional, so you can see how. Let's look at some examples of software. You can see how immediate when you look immediately when you're looking at this, you realize it's not designed. Designed for fun, creative teenagers. This is a very serious application, a very serious piece of software that has a lot on the line. So we're talking about financial settlements and things like that. The details and everything needs to be crystal clear. It's not about crazy animations, not about fun. It's about getting the details right, making inefficient process. And here's another piece of software for attorneys. Everything is very straightforward. Everything is very clear to understand processes and details. Um, if you look at here all of these things, motions and orders, man motion to dismiss all of these have big implications, and so therefore, nothing can get in the way of of helping them complete their specific task in order for an attorney to complete their specific task and get cases dismissed or get cases won or lost, whatever, whatever they're trying to do, it's very, very objective based objective focused. Now, if you look on the other side of the spectrum, a creative teenagers, using words like unique fun in bowed, you get up. Absolutely Snapchat. Now everything around Snapchat from the fonts you can see to just everything the entire environment here from these little emojis that air over here, everything's about being unique. Everything's about expressing yourself. Everything's about fun and being creative the same way with one of the other big gaps called tic tacs that make every second count. It's about self expression, based on the videos that you like curation understanding that I want to create my own little world inside of this app. Transform your look with face and hair filter. So there there again goes into I want to be unique. I want express myself creatively and even you can see, just like with the illustrations in the colors. Even going back to snap Jack. Very bright colors. Very bold, very fun. Um, not like what you would see back here in the legal stuff, and then even absolutely number. So I have the home page over here on the left, the sign up page and even going into inside the app, the colors and the simplicity of it all goes into consuming, entertaining content, unique fun, creative content. Now, if you're looking elderly retirees who may use words likes, trust, safety friendly. You're going to see things like this like this. This is an app called a place for Mom. Notice how even the copy it comes down to. We know your family. We know soon you're living. Um, it's about it's It's to create a feeling of calmness and trust, like we know what you're going through and your local advisor in force. Over here, your local advisor informs you decide it's getting into that. Okay, you can trust us. We're not going to do anything with without you know your permission. Even things like sometimes a conversation is easiest with faces. Faces are very important as faras, establishing trust things like called the actions like Big called actions up here, saying Get help with a phone that that a lot of times an elderly person or someone who is who is working with their elderly parent or whatever is going to actually pick up the phone . Notice how many phone numbers we have here? 123 all of these air about trust and safety. You're not going to see that on Snapchat and you're not gonna call snatch yet, so you can see here a lot of these things air reemphasizing are emphasizing those specific words. Lifelock the same way. This there's a lot on the line here. And if you're working with with an elderly population who's worried about safety and identity theft and all these things that they're often taken advantage of, everything's bold, easy to use. Did you make this transaction very clear? Yes. Green light, no red light. They use a lot of red here to give you that kind of alertness, to understand that this is serious and what what's happening? What's taking place. There is no fun here. There's no express expression. It's designed for one specific objective, and that is to ensure your safety on the Internet and and outside the Internet wherever it is. Here's another app. This is for medical doses, which is very Sears when you're talking about how to dose medicine, so all of these things at a friend who will be alerted if you miss a dose. All of these things are very straightforward. Um, button details like this are very important. So this is something you know, I talked about not skipping over the details. These are the things were button labels really matter, because if it's the wrong button labor or if it's confusing button label and they take the wrong medication now something's wrong. Now you're in trouble. 8. What’s The Voice?: What is the voice of your software of your app of your brand? If it were a human being, what would they be like? And so I think this is where a lot of people get it wrong is they make this software and they make it just ones and zeros. They make it feel like it's a robot and back where, you know, we talked about this application or the suffered getting you. If you talk to them like a robot, they're gonna think with this. This thing, this piece is over doesn't really get me, doesn't understand me. It's talking to me like I'm not a human being and that's where you get a lot of where they're frustrated with software because it's talking to them like a computer, talking to them like a robot. And I think like they get very frustrated. So imagine if you're writing things like welcome to our application, whose input your data to commence processing. How much trust is that actually going to create how much fun or unique creativity is that gonna want to inspire you to use this application? So really, the the definition of voice is really just the personality. What is this? If it were a person, what is this person like? And the reason why this is a really good question asked is because it permeates through everything in the software how the support is handled. How do you train your customer support, or how do you handle support? What is the messaging like, Is it? Is it fun? Is it serious? Is it witty? You know what is the vibe that happens when they're reaching out to you? Success and air messages This is one. It is important that when they do something right that you're encouraging them and maybe you do it in a fund way. Or maybe you just say this is saved. You know, if it's an attorney, this is saved. You don't have to worry. It's backed up 492 times. Or if it's an air message and your condescending and it feels like this app is yelling at me all the time for doing the wrong thing. That's not actually going to help either. So you need to make sure that personality shines through in their messages. Just like if you're a parent and you have a kid and you're telling your kid that they did something wrong with very specific way, that you can do it without them crying or feeling like you hate them, right? So if you look at input in button labels back to the elderly, app where, where it's about medication? Imagine if you were fun and and super jokey in the button that says, like, you know, how many men? How many meds did you take today or did you take your medication today? You don't want to put a joke in there because there's a lot at stake. If they mess it up, you know some big thing. You know, big, bad things are gonna happen because of that. You know that that lack of insight into the personality in the on boarding messages, the last one This is really important to how you bring people into the application. So you're really shaking their hand, introducing yourself a party. They don't really know you. They're trying to get to know you trying to get to understand this person, this software, whatever it is, And if you give them the wrong first impression and you give them a vibrant and create an environment where it's just like I don't understand this or if they feel like, Oh, wow, this thing is like my best friend. This thing really gets me and understands me. That's why it's important. Understand what the voices now, if you go and Google any big brand and type in brand guidelines, right next to that, you're going to get a whole bunch of stuff that they use. So, for example, uber uses these words in design, uses these words and copy, uses it in marketing in the interface all of these different things it permeates across the entire organization. So starting with considerate that they understand the context in which these, their customers are using their their their application and considering their time and considering where they are and their constraints and all these things that you know if you're. If you're trying to get in a car to be late for a meeting that they need to be considered of your time and not give you a whole bunch of ads or waste your time, the other thing is simple and direct. When you're trying to get transportation to and from something, you don't want a whole bunch of flowery language. You don't want a whole bunch of, like, really creative, fun things. You just want something that's simple. The car's picking up at this time. It's gonna drop you out for this time, simple and direct and then consistent. I thought this one was interesting because we all have friends that act one way in one environment and another way in another environment, and you don't recognize him. You don't really even trust them, so they want to create a consistent voice of that. You recognize that voice no matter where it is. If it's in a TV commercial, if it's in an app, if it's in the way an uber driver communicates with you, all of these things trickled down through the entire organization entire experience. Now, if you go to the other side, you've got mail. Chimp, which is the 1st 1 is plain spoken, so their their customers miss how they really understand their customers, that their customers are living in this world of like all this hyperbole and all these, like trying to sell them things all the time, saying you could be a millionaire and a Lamborghini. All these Internet marketers that are constantly bombarding. They're just gonna be plain spoken. They're just going to say it like it is and they're knocking. Try to hype it up too much, and the customers love that, which then leads to them feeling genuine. And this is a very interesting sense. Right here. We get small businesses because we we were one not too long ago. So they say we get which is what we were talking about earlier, where if the suffering gets you, then you're gonna feel more familiar. Gonna feel more home So you can even see here that we relate to customers challenges just like we talked about with pains, problems of frustrations, understanding them and speak to them in a familiar way. And that's where that familiarity comes into play, no matter what the personality is, if they fit. If this feels familiar in their culture and their environment, it's gonna make sense. And then the last one is that their humor is dry, so they use humor, but they don't take it too far. They don't take it too far, because if it took it too far, it might just be joking and kind of unserious. And I think I actually gonna just joke around. So my email or what? What the heck of it going to Dio now? Where it's interesting is where it says were weird but not inappropriate. Smart, but not snobbish. We prefer winking to shouting. So what they're doing there is painting the spectrum of this, but not that. And this is where, well, first, let's get in the Airbnb before we jump into that. Their voice is straightforward, inclusive, thoughtful and spirited. So it's straightforward. It's I want to book a vacation. It's inclusive, and they've had issues with this before where certain people were not being booked. A certain people with certain backgrounds were not being booked at Airbnb, and that was a big thing that they wanted to double down on within the company that we invite people from all backgrounds to be able to participate in the Airbnb community. So that's a big tenant off of their personality. Thoughtful, which is everything they write. Everything they put into the software has a specific reason. A specific intention of why they put it there and then spirited because at the end of the day you're taking a vacation you're having experience. It needs to have a certain energy and spirit there. Now, back to the action. And this is where we're gonna talk about this formula. Remember? I talked earlier about right here, which is where we're weird, but not inappropriate. Smart, but not snobbish. That creates that spectrum. That's very important. Um, very important when you give these to designers very important when you give it to cock aerators so they can understand. And here's some examples. So it's this, but not that fun, but not childish. So if you gave this a designer and said, Hey, I wanted to be fun and just said I want to be fun It could be the whole way to sponge Bob Square pants fun. Right? But if you're saying not childish now, it paints a picture. Okay, fun, but not this far right. Smart, but not arrogant. You wanted to feel smart, and it did it know something and is knowledgeable, not arrogant, like it's talking down to you and helpful, but not annoying. So it's, you know, remember the clip Ian Microsoft Word. If you're old enough to remember that that was helpful, but it was super annoying, so it was always trying to help you when it was very annoying. So this is the action for this mission. Right down. A list of 3 to 5. This, but not that's Write that down in the Space Bowler. 9. What’s The Voice? (Followup): follow up. Here's some examples from Slack, confident, but not cocky, so it's got a you know, it's got a confidence, but it's not too cocky. It's witty, but not silly, informal but not sloppy. So it's very casual. But it's not sloppy to where you don't have any trust that it's actually going to do the job. It wants to know that you wanted Teoh intelligent, but it's not arrogance not talking down to you. It's friendly but not ingratiating, where it's like trying to be your friend and you don't want it to be your friend and helpful but not overbearing, like we talked about what the quippy example. Male chimp is fun but not childish. Clever but not silly, smart but not too stodgy. So this is where it's smart, but it's not too serious now. If it were a attorney, apple, whatever, maybe that would be too stodgy. Or maybe you wouldn't want to be a little bit stodgier. Confident, but not cocky again. It's funny how a lot of these a lot of these from different brands, kind of overlap. Informer, but not sloppy, helpful but not overbearing. Same thing expert, but not bossy. So it's it's helping you do things, and it's an expert on the tears. But it's not telling you what to do and bossing you around. It's weird but not inappropriate. I think we know people. We are friends that are weird but indefinitely inappropriate. So with buffer there relatable but not patronizing. So if it's like, Hey, we get you, we really understand you like that can come off as patronising instead of like Hey, you know, we're a small business. We understand that there's a lot of stresses that go along with small business. We're here to help. That's relatable. It's not patronizing, inclusive and not exclusive. So they're saying, Hey, everybody, every type of small business can come in here now. It doesn't mean that exclusive is wrong. You can say, Hey, this is only four, uh, teenagers, you know, and they want to make it exclusive because for teenagers, you know, when I was a teenager, I didn't want my Aunt Betty in there. I wanted to be the exclusive to my market, but with buffer rotates. If your small business or if your anyone who wants to schedule your social media stuff, you can come on in approachable, but not smarmy. I think we know people like that clear, but not Kurt. So you're very creative. It doesn't sound like short, right? And kind of just like just grading a little bit being to Kurt. Informed, but not too certain. So they know what they're doing, but they're not going to say like, No, this is exactly how you need to do it. 10. What Problem Does Your Software Solve?: What problem does your software solve? This is a short mission, but it's a really important mission to really nail down. What is it that you're solving? And if you really break it down, it's really taking your customer, your audience, from where they currently are to where they desired to be. Now the only way you understand where they want to be is a go on. Ask them and understand them. Here's where I am. Here's where I'm stressed out. Here's where things aren't working and I want to use this offer to take me to where I desire to be my desired reality for the action For this one, I'm gonna give you a formula that helps just helps create this sentence that you can tell people or tell your market or using your market or use in job posts. Or tell the designers that just kind of really wraps it up in one nice, neat little package. Software helps market achieve result, so your software helps the market achieve specific result. So I want you to. Before I give you examples, I just want you to fill out the formula against software helps market achieve results 11. What Problem Does Your Software Solve? (Followup): Here are some examples and follow up of people who have filled this out before. So if you look at coach, APP helps high school basketball coaches eliminate scheduling hassles so you can see the software here. Coach APP helps high school basketball coaches, which is the market, and then eliminate scheduling hassles, which is the result. So the software helps the market basketball coaches get the result, which is eliminate scheduling hassles. Now, if you look at this one. Elderly ELT Elderly h Q. The software helps Children of elderly parents, which is the market. Find affordable health care, which is the result very clear. Legal snap. The software helps injury attorneys, which is the market organized, complex class action payouts, which is the results. This is a very simple way to do this, and hopefully you've got your sentence now that you can use all over the place in your marketing in job post when you're telling people were you trying to raise money talking to investors, telling your mom what software you're doing? What do you guys working on? We're working with this thing to help this market get this result 12. What’s The Customer Journey?: now is where we're really gonna dive into the mind of your customer. Because if you can understand where they're coming from, when they arrive at the landing page when they arrive at the download part of Europe, where have they come from? What is their journey up into that specific point? Because it's really it's really important to understand how they arrived there. Are they stressed out or their relax I'll be on their phone. Do they on their desktop, like where the coming and how are they coming there? Are they coming? They're all stress that they're coming. They're excited, and it's really important to understand that before you dive into designing anything. So what most people think is that they like this completely, uh, binary thing where it's like a I'm a soccer coach. I'm looking for a mobile after manage my coaching scheduled, and they find it Go. Yes, I found Coach APA's. My life has changed. That's not where all human we know that that's not how it works. We know that we find an app that may solve our problems. We may come back to it a couple times, may try some other things we're doing shopping around, looking to pricing all of these things. It is not that quick of a process, but somehow we design all of this to just be, you know, soon as you come in boom, you get it and you're done and everything's great. That's not how it happens. That's not how they arrive at your app. If you look at this, this is really how it happened. So if this guy's named John, he's a soccer coach. He's probably a volunteer, is not getting paid for this. He probably has kids and soccer whatever game it is, basketball or baseball. And so he's on his way to work in the morning on the subway, and he's thinking to himself, I keep getting angry. Emails from the parents about the game schedule mix up. Maybe last Saturday that it was a game that some of the parents didn't understand when it wasn't so there. Man, the kids are mad. They finally gets to the office. He's already stressed out. He already has work to do at the office, and then he realized that his player roster spread. She was deleted on accident, and now he's thinking, I'm screwed parents are gonna were gonna kill me. This is terrible. And after working eight hours of his job comes home finally relaxes, and I would say this guy's a little bit too happy. I couldn't find anyone who's just a tiny bit happy. But this coach app looks promising, but I'm not sure it can do all that I needed to do. So let's say he finds it on a Facebook ad or is doing a Google search or whatever. There's a quiet optimism. There's a little bit of hope in a glimmer of hope that maybe somebody is going to help me with this problem. Someone's gonna help me get these parents off my back and somebody how we have happy parents and happy players. But I don't know. I've been burned in the past and was stressed out from work. Maybe this will help now for the action for this one. I want you to write a day in the life of your audience, and I want you to break it down. Morning, noon afternoon, evening. It could be hourly. It could just be a couple of bullet points that you get now. Here's how you get that information. It's not that hard to just pick up the phone, call somebody in your market and just say, Hey, can you tell me just the day? And I'm not trying to sell you anything. I just tell me the day in the life of of what you do in the context of you know, the software. So if it's a soccer coach right down the day in life of how you manage your soccer schedule and asked for details, asked for these little details because here's an example. If I'm doing this, I like to do it on sticky notes. You could do it in your notebook. You can write it down below whatever you need to dio to map this out, you can start to see some insights right away. So you say John wakes up, gets the kids ready for school. He stressed about being late to work again, sits in traffic for an hour and answers angry emails with society emails from a petro from a parent from his phone. So he's in the car. He's on his phone trying to solve his problem. If I would have had this beautiful desktop app, he's not gonna be sitting in his laptop, in traffic, in the car. He's on his phone. He doesn't have a lot of time. He he needs things to be straightforward. He needs things to be easy and intuitive. And so this is where you start as you map this out. This is where you start to get the insights and go. Oh, well, maybe this shouldn't be a dust off. Maybe this should be definitely more mobile focused. 13. What’s The Customer Journey? (Followup): not for the follow up for this one. Here's a finished version and you can see it's not. It's not a whole I didn't ask you to write 14,000 words on the day of life. You could certainly do that. It's going to give you more information, but it's really just kind of a thing just to get you into the mind of what they have to go through. So you can see here with the phone thing. Um, but he arrives at work, needs to send out the latest roster two players, and so he still again. Time is a constraints. There has to be simple and straightforward. Um, now he's heading the Chick fil A on his work on his work lunch with his laptop to nail down practice schedules. So in that case, he's not doing it from his phone because it's very important this spreadsheet or whatever he's doing. Google Calendar. He needs to be able to have a bigger screen to be able to map that out. Two. Very important, so therefore, he does need a desktop way to do a lot of these things. But then again, going at 5 p.m. He's answering tax from school principal about the fundraising game. So again it's going back to the mobile context so you can see all. And then the other thing, too, is using Google calendar so you can see he's using. He's trying to solve it. He's using things like Google Counter. So now you think. OK, well, maybe we do an integration with Google Calendar. Maybe we create our own calendar feature within the APP, but again you get a 360 degree view of what they're doing. And so what this all leads to is so you can understand them and create a familiar safe environment where they think, Wow, they really understand me and oh my gosh, are they taking a lot of this burden off of me and doing it for me and helping me? That's the key. 14. What’s The Customer Story?: in the previous mission we talked about. What is the customer journey? So what is the journey that they took to get to your software? Now they downloaded it. Now what's the Kurt customer story inside the app? What's what Actions air they're taking. So you can see here that this is the result Over here in the Star, it takes a series of clicks, a Siris of taps. The series have dropped out whatever it is to get to their and result, there may be a bunch of different results, but ultimately it's these. They're taking these actions along this path that lead to what they want. Now, here's a great formula to fill out. And this this What you're putting together now is what you're going to give a designer what you're going to give a developer in this piece right here. This is what saves. And when I work with clients in the past, this part right here, if taken seriously and done thoroughly, can save you thousands and thousands and thousands of dollars because you're not asking them to do it, cause they don't really understand the market like you dio you understand. You understand the market, and if you do this to the best of your ability, it doesn't have to be perfect. But if you take this seriously and understand each action that they would take to get to that specific result, the developer can use this to create the database. The designer can use this to create the front, and you are user interface. All of these things lead to a much tighter piece of software, much more effective piece of software. It now in this formula. Its users are the type of user, so it could be ad men could be in the in the soccer coach app. It could be, ah, player. It could be the coach. It could be a parent. Any of these kind of the type of user that's going to be using. You may have several different type. You may only have one type of user, but that user does something which is the verb to a noun and then gets a goal. So doesn't may not make sense right now. We're gonna go through some examples so you can see here. This is a user 11 specific user story. So it's just one sentence and you're gonna write a whole bunch of these sentences and then you're gonna break them down into individual parts. So the coach, which is the user, creates, which is the verb. So it's what he's doing to the now, right? So he's creating an account, which is the noun. So account is the now so he can start organizing games schedules. That is the goal of why they're doing this. If you just a lot of people, right user stores and I'll just say Coach creates an account. But if there's no real insight as to why they're doing that, that helps the designer of the developer anybody else working on this understanding why understanding the motives behind why they're doing it next, one coach adds. So coach user adds verb a player down so he can manage his roster, which is the goal Coach adds a game date to the schedule so he can organize parent pickup again user verb, noun and go. Now here's a different type of user a parent does. Something creates an account which is the now so that they can see game dates, which is the goal, and so you're gonna keep going down your writing down. We did it for the for the coach. Now we're gonna write down a bunch of these and I'm only giving you like three examples. We're gonna do way more than this because you're really going to understand the whole picture. Parent creates an account so they can see game dates again. The goal parent clicks yes or no. So that's another type of verb. Another type of action because we've done creates before. Now we're doing clicks, yes or no. So it's probably some sort of switch on a game. So what they're doing So there, cooking yes or no on a game, which is the noun so that they can prevent mix up, which is the goal Now the action is this is to do your own user stores, your own customer stories. I have a spreadsheet they could use. You can use your own spreadsheet. You can do this, however you want to do it. But essentially what you do is it breaks down into these four columns, the user, the verbs. You take that sentence and you just kind of write down four columns and you break these down into those specific parts coach creates account to organize game schedules. Coach adds player to manage his roster So I want you to either great urine spreadsheet or use mine or whatever you want to do, and right out these columns right out as many as you possibly can. As many as you just dump it all on paper and we can refine it later. But really you want to get as many things out there, and that's going to start giving you a better picture of the path they're going to take to get to all the different specific goals that you want them to get. 15. What’s The Customer Story? (Followup): Let's go through some examples in the fall up. So if you look at this, this is a spreadsheet that I filled out the whole way, and this is much longer. There's probably gonna be 30 or could even be 40 whatever it is, depending on how simple or complex your your app is. Coach creates account. Coach adds player, so you can start to see these patterns. Creates, creates, adds clicks. Yes or no sends creates up loads. These things were going to be used especially with these. Now, NSA's well are going to be using the next mission to really understand. Okay, how do we start to build the framework for how we're going to give this to a developer to then build the application? 16. What Are The Atoms?: Now that we have a list of these customer stories and we could start breaking them down into columns, we're going to start developing this thing called What are the atoms? And so you can call them whatever you want. You can call them database tables. That's not as fun and fishing for people who aren't nerds like me. We don't want to talk about database tables, so I'm looking at what I like to call them of these Adams. When I work with clients, I say, OK, what are the Adams? And so you may be asking, What the heck is an atom so that this your software, your app, is made up to these little these little atoms that have all these different properties that then are combined and contaminated contaminated, is in the nerdword. But you can use that if you want combined to create your application. And so a great way to look at this is saying that the previous formula that we had before that the Adams Air actually the now so these are the things that are stored in the database . These are the Adams, because where we're human beings were made of atoms And so your application is made of atoms. Your application is made of data for the action for this one, right down the now. So if we look at the previous spreadsheet, well, we can start to see in the noun call, and we can see roster account player game message, video comment image GameDay parent, you're gonna start to see duplicates. Get rid of the duplicates. You just want the unique noun. Write down all the unique noun. Now there's an application called Mind May stir that helps make this really easy. And so you can see here I've started to do that. So I've taken my spreadsheet. Now, if we just go back, I'll just show you this spreadsheet as we go back through here, right here. All right, So if you look at these now Downs, you can see here Account player, Gandhi account, game email. That's where we got. That's where we got these things right. Then we write down all those unique now, so it shouldn't take you long just to write down. And if you want to use mine, my So that's great. If you have another mind mapping app that you want to use. That's great. But the goal is just get them all down written down so you can start to look at them in a larger picture. 17. What Are The Atoms? (Followup): following up. You can see here. I took account player game day account, game, email account. You can start to see all of these duplicates over here and just saying Okay, I'm gonna need I've narrowed down six things, and so a developer is gonna look at this and say, Okay, I need a account database table. I need a player database table. I need a game database, table, email, profile, picture game day So you can give them an immediate look at how the data structure is going to be set up. And that's really important to a developer. If you just give them some sketch on a piece of paper and say, Hey, create the app, they're gonna have to ask you all these questions. So if you do all the work out front, you're going to save so much money. And if you look it like, even were taken an app like Twitter or Facebook, you could do the same thing and look at Facebook and say, OK, there's ah, user. Obviously when you log in, there's a status message that you create. There's photos that you upload. Notice how these air all denounce. There's a group that you can belong to. You can upload videos. You can comment on something you could message someone you could share, something you could like something all of those. All of those go into the database as database tables or Adams or whatever you want to call them has now owns as pieces of data that create the app. Now you can see here that I've done this on mine. Meister, this is just a finished version. It's not really that fancy. It's just writing down all of these. All these now owns. 18. What Are The Atom Attributes?: now that you've figured out what the atoms are, what the data structure is each one of these little Adam's. Each one of these database tables have certain properties, so if you look at a face, a face is a face, right? So if the faces the Adam but these but these everybody's faces different. Everybody's face has different attributes, or it has a hairstyle face has a nose. And as eyes, eyebrows, mouth accessories, final product like these are all the things that go in to create that final Adam to create that final product. And so if you look at these examples here, I've taken all these now owns and saying, OK, account account has an email. So when you create an account, you're gonna give this system your email, you're gonna provide a phone, you're gonna provide a name for that specific account. It's a type of accounts or isn't an admin. Is it a coach? Is it a player? And there may be a bunch of different things on this account. Um, with it could be a jit could be whatever it ISS gender, All of these things are provided as a property to account. Now with players, Same thing. They have a name, They have a biography. You could upload a picture to a player that that player has a specific position. That player is gonna have stats all of these things that are related in our attributes of a player. Same thing with game. The game's gonna have a date. It's gonna have a location. It's gonna have who that game is against. And it's gonna have the time of that particular game. Now for the action for this is write down all the Adam attributes. Now you can use this mind. My strap I've done here where you can say, OK, an account you could say OK, account has name email, phone type, game, date versus location time and depending on how many announce that this could be a really big mapper, could be pretty simple. But the goal is to say, What are the atoms? What are the pieces that make up my app? And what properties do they have inside the So if you took even like a video, Adam, right? A video has what has the euro, all of the video? It may have a caption for that. It may have a description or a title and may have a thumbnail. All of these things are properties that make that video. 19. What Are The Atom Attributes? (Followup): and the follow up on this one. Here's a completed version in mind. My store. I have taken the game. I've taken schedule, photo document, video roster player, and just listed out all the properties It doesn't need to be. I mean, unless you're APS really complicated, it's not really a complicated structure, but it gives your developer an immediate way to look at and say, Okay, I see how all these things are mapped out. This is great. Like as the developer me If if a client provided this to me and I was gonna build the app a bill like this would be a dream was nothing. I don't have to ask any of these questions, and I don't have to guess, because guessing is where cause cost you the most money. I've seen people lose tens of thousands of dollars because they didn't give the developer any direction. The developer just guess because they didn't have any information ended up going down this long road building, building a part of the app, and then the clients like, what did you do? And you didn't give me the right direction. And so this helps prevent a lot of that miscommunication and help save you a ton of money 20. How Are The Atoms Connected?: So if we have determined what the atoms are, we determine what those Adam attributes are. And now is how are these Adams connected? Because they're not just all independent, just as a human being. We have arms that are connected to our body and years of connected to her head. All of these atoms air connected in different ways. So if you break this down to a really simple way, you see a car has. So these aero now owns these air announce. But there are connected. So a car has went four tires. Car has maybe four seats, five seeds. A car has four breaks. Ah, House has many rooms. Ah, House has many Windows. House has a couple doors. All of these atoms, they're all Adams. What they're all connected in. Different in different ways. If you look at our app. A game has many players. A game has many rosters and may just have one roster and may have the first half roster may have the second half roster a game has as to two teams, right, so it has has two teams. A team also has multiple players. A team has multiple cultures. If it's a football team. They have, Ah, the offensive coordinator. They have the defensive coordinator. They have a running back coach, all these different coaches assigned to a team. And then that team has multiple schedules and may have the spring summer fall schedule. Whatever that is, it has multiple Adams. So these are all connected, so you can see how this might relate to your app. Now, the action in this mission is to map out your Adam connections again. This is really going to save the developer a crap load of time. If you look at how I've done it in mind Meister and I've actually just highlighted these with the blue hair so you can see and I've actually made them gray here. So the developer understands that these are These are connections to other atoms. So you can see here an account has belongs to many teams or has many team A game has many players or as many rosters, and a schedule has many documents and has many teams. If you're confused by this step, just write it out in a sentence and you notice how I'm using has many or belongs to those sentences. Help you map this out in in plain English so you can say a game has many players. A game has three rosters. A schedule has unlimited documents. So if you want to upload, you know, I don't know pictures or something to the schedule, whatever it is or word docks or spreadsheets to that schedule. A schedule has many documents. A schedule has many teams. If you write it out in a sentence like that, it's gonna be much easier. And you can do it like this. You can actually just write it out. In the sense I I found. This is a much more visual way to look at it. But again, what Adam belongs to, what other Adams and how are they connected? 21. How Are The Atoms Connected? (Followup): in the follow up for this, You can see I've completed all of these things. So you have a player. A player has many rosters. A player has many videos or maybe a player's uploading like 10 or 20 videos of, So they could build some sort of thing to get a scholarship from college. Whatever. They upload many photos and the player has. It belongs to many teams. A roster has many players, so the roster may have 25 35 players up here. And a roster may have many games over here, so you can see that it relates to two over here. Now these ones don't really belong to anything. A video just has file caption a title. It doesn't really have anything over here, but, ah, Player has many videos. So if that's if that's confusing again, just write it out of video. Has many what, Now? You could say a video belongs to a player, so if you wanted to write in, you know what, This You wanted to write it here and here. You could certainly do that, but usually what I'll do is just write it over here now for the follow up in this one. Here's a completed version of the mind meister thing, so you can see here. Account has many teams. Roster has many players. Has many games. Ah, player, maybe uploading multiple videos. Ah, player, maybe uploading multiple photos. A player may belong to many different teams. Now you can see here these don't really have any associations. They do appear videos and photos to a player. But I didn't really write down any association here because the video doesn't really have many anything. It's just by itself it because a player can upload these things, but them by themselves. They don't belong. They belong to the player, but they don't have many anything. If that's confusing, just again, go write it, write it back. Just refer back to this. The very, very simple. A car has four tires, a car has four seats. A car, as you know, four breaks or whatever. House has many rooms, has many windows, has many doors that is gonna help you write out this thing. And so what I want you to do is just upload your finished map and you don't have to do this right. In fact, you don't have to do it perfectly. But the developer can help you walk through a lot of these things, and that's the thing it gets the conversation started so that you end up with before the APP is Bill Ah, Final one of these maps that you've agreed on the developer has agreed on. And that's how you move forward without any of that miscommunication. Three weeks down the road, they built something where a game doesn't have many rosters or can only include one roster . Now you have a major structural data issue, and now you're gonna be paying for them to re engineer the whole system. That's why it's it's It's vitally important to get all this mapped out, and you could work on it with your developer to make sure that you're both on the same page . 22. What Are The Core Screens?: What are the core screens now in your software, your app. There's gonna be these fundamental foundational screens and your application. So really, these pages air just made up of those Adams collections of these atoms connections of these atoms, connections of these datas and displaying that and giving you the ability to either add new ones, edit them or delete them. And so, if you look at a dashboard in the in the soccer and soccer software you have for players over here, you've got a list of games over here. You maybe have the schedule over here on the mobile app. You may have the roster here with the game. Essentially, these are all just collections of these atoms collections of these data displayed on the screen. The action for this mission is to map out those core screens, list out those core screens. If you look at what I did in mind, meister, here you have the dashboard, you have a team's page, you have a schedule section of the site and these could be tabs, and we're gonna talk about navigation later missions. But these are the pages that are really court of the whole experience If if I'm able to go in there and see games, see players see schedules and see teams, that's really the core experience. Now this even may break down further into the rolls. So you may say, OK, well, the coaches are gonna have these paper thes pages. The players are going to see these pages, and the parents are going to see these pages. So if you have different roles in your app, different user types in Europe, you want to make sure that your mapping out those pages. But if you look at players here, you can view a player. You can edit a player. You can delete a player. You can add a player. You can view all players, so these air just and you don't have to get this right. Just write down. What are those core pages as it relates to again? What is the result? What are these pages that they that they need to achieve a specific result 23. What Are The Core Screens? (Followup): in the follow up. Here we have the ah completed example in mind. Meister. We have the dashboard Now. This may include on the dashboard the latest game. There may be a current roster on this dashboard that player awards on this dashboard. Ah, for the teams, you may be able to view a team, edit a team deleted team at a team, view all teams and you could start to see some patterns here. Ah, lot of times you can see this. This over here, view at it, delete ad and view all these air really the core functionality. And in most basic APS, if you're if this said photos or something like that, she wanted view the photo. You want to edit the photo you want, delete the photo. You want to add a new photo. You want to view all photos so you can see a lot of these have kind of the same. The same approaches. And so really, that's how it that's how it plays out. It's just take out, take all of your core pages and look at it and say, OK, are these the have to have pages? Because there may be some miscellaneous ones that maybe you don't need. What are the ones that you have to have the core, the foundational pages. If you're working on the uber app, you're definitely gonna wanna have the map page and you want to have the booking page, and then you wanna have the ratings page. Those are the core foundational pages. And then once you go with the core pages, then we're going to start listening out some of the miscellaneous pages. But those core pages are the ones you want to get right first up front. 24. What’s The Navigation?: Here's where we get into the fun part. Here's where you're going to start sketching out some wire frames, sketching out some ideas about how this software, how this app is going to look and we're going to start with. What's the navigation? Because if you don't have great navigation, people are gonna get lost people going to get few confused. So if you start with the navigation, how do you navigate around to the different parts of the app? That's a core piece that you want to now down first. Now, I've been doing this a lot of years. Probably 25 plus years, So I've seen. Yes, there are many different types of navigations, but I've seen some. Some pretty standard approach is that if you're not a designer, you don't understand this. You know how to lay out an app. At least you can stick with what are the things that have been proven over the years? So if you look a desktop app, it's usually top. There's ones that are top of line, so you basically take the navigation tabs you appear and you put them in the top right hand corner. You could certainly center these or make him put him to the left. Usually you have a logo here in the top left. That's why most people are doing a top aligned navigation. Very simple, very straightforward again, very familiar to the person who's using this. Because if you do things like Snapchat and you take a chance and that worked for them but that had there was so much involved in getting that interaction down right? At first it was confusing for some people. But it really takes an artist to do that. If you're not an expert in that, just go with what works. You can also do a left A line in the desktop software, so we're gonna go through some examples of all these different types of navigations. But again, this is a pretty simple one. This is best for when you have a lot of links. These ones, you kind of run out of room over here, you don't. You have a lot more room cause you're now you're going vertically and you can stack them on desktop software. You can also combine these. I've seen some approaches where you have some of them or important things, or more settings related links up here that you want to appear in all the pages and then you have your left aligned navigation on the left. We're going to go through some examples of that as well, because you see that in a lot of places in mobile, you have the bottom tabs. If you look at some of the biggest APS out there now with Facebook and Instagram, they're all using bottom tabs, and they're testing this with billions of users. So they understood that most people are familiar with these bottom tabs. So it's something that you can use that's not crazy out there that people are going to understand right away. Then we have the other one. Some people may call it hamburger menu, uh, called a slide out menu because it looks like a little hamburger icon here. But you also see this navigation a lot because it hides a lot of the navigation and gives you a cleaner experience instead of listening out all the tabs. The disadvantage to this is that they have to tap once to actually see all the navigation. The advantage of having the tabs down here is that you can always see the navigation, no matter where you are, so it really depends on how minimal Ah, you want the app to be, But you can also combine them. So there's plenty of examples off of bottom tabs here with the hamburger kind of slide out navigation for more settings or or secondary navigation that they want. But again, you can combine these things. The action in this mission is to upload a mock up of your navigation choice. So looking at and saying my doing a desktop after my doing a mobile happen by doing both Do I want to use a top aligned? Or I want to use tabs, hamburger menu, any of the options, and you can make up your own options. But the's is some of the more standard ones. Here's some examples of how you could do this. You could just get a notebook if you're If you like sketching out, you don't have to be a great artist. You know, some of these over here on the right hand side. Really rudimentary doesn't have to be fancy. Some of these a little bit more fancy if you like to doodle, but sometimes just getting a piece of paper and pencil just helps you get away from technology and just focus on what you're doing. Whenever I'm overwhelmed, I want to get off the computer, and I usually just head straight for my notebook and just start sketching ideas. And it again, it doesn't have to be perfect. You don't have to be an artist. It doesn't even have to look good. It just has to be able to get the idea across. Now you can also use. There's a lot of wire frame maps and I'm gonna show you some examples here, um, that are a little bit easier to read, a little bit more organized again. This is another approach. Whatever works best for you, so you can see with this one is just a little bit more legend Bill than a sketch. But here some of the tools that you can use there's mock flow, which is great balsamic mock ups and marvel. Some of them have free accounts. I know you can do a free account of mock flow. Some of them are paid, but they're gonna help you to rapidly create these wire frames. Instead of sketching out everything. It's a lot of just drag and drop. And they already have pre defined components, which are really nice. I'm gonna be using mock flow throughout the rest of these lessons. Eso That's kind of my one of choice right now. 25. What’s The Navigation? (Followup): Now let's go through some examples. So if you look at base camp, if anybody uses base camp as a project management tool, their navigation top centered. Um, so again, very straightforward. Very easy to understand. If you look at linked in, they've got a top navigation. If you look at Shopify, they have the left side navigation. They also have a navigation item up here. If you cook here, it gives you a little drop down menu. So again it's more settings, related things. Same with my store here, more secondary information. But these kind of things here allow them to go vertically much more, and they compact much more in rather than if they put them all up here, the search box would have to get much smaller. So again, left hand side navigation. If you look a intercom, which is a customer support customer management platform, they're using this left side navigation, but they're also collapsing them with icons. This approach people go back and forth on this because now you have to learn what these icons mean. You kind of have to hover over them. If your this is your first software and you're not a designer. I would tend to move away from these because they used to call it mystery meat Navigation. You don't really know until you taste it to you. Roll over until you click it what it means. So it's best to just go straight forward something like a Shopify, where it's very easy to read and very easy to understand. On the mobile side here in the Starbucks app, we've got the bottom tabs. Ah, and coin base. You've got the bottom tabs here and then linked in. You've got the bottom tabs here. Now, if you look right here, linked in also uses this kind of hamburger style navigation up here, click it and it slides over. But again, that's for secondary navigation. If you look at the combinations of combining these tabs and combining slide out, Google Drive does this. They have the tabs down here. I would say this Is there missing labels down here again? If if you want to be clever and you wanted to look clean, yes, you can ditch the labels, but it's always better just to be straightforward. If you look at Facebook, they have the labels down here, but this is for messenger. I'm not sure why they didn't go with the labels. It just had the icons. But again, this is a combination of using the slide out here, plus the bottom the bottom tabs. 26. What’s Included On Each Screen?: Now that we've nailed down the navigation, you have a general understanding of what kind of navigation you're going to use. The next thing is what's included on each one of these core screens and again doing this over and over again. You start to see patterns, so it's better just to go with initially until you start really working with your designer just to go with commonly held page designs or commonly held page elements that appear on most pages. And I'm gonna give you some examples of how these patterns show up in all different kinds of popular applications. The 1st 1 is probably the most familiar one. It's the table for spreadsheets. It's great for data, heavy, sore doble and favorable information. So if you think have things like stock data, if you have things like financial data, if we're dealing with large amounts of players in that coaching app, you want to be able to sort them. You want to be able to filter him. That's the the table is the best way to do that. If you look at a mobile, I would tend to lean away from tables on mobile just because now you're getting into horizontal space and they've got a If you ever tried to use a spreadsheet on a mobile phone , it's not really that intuitive. So on mobile, it's best to try some other approaches, which I can go through here. But again, this is how you would approach a table on mobile. Ah, the list is great for items too easily scan and take action on. And this is where they don't really need to be filled. Herbal or sword herbal. It's just a list of things. Usually you have over here, you have some sort of thumb. Now that's a person. Or if it's, ah, you know, a place or whatever it is. Image usually goes here with the title here and then some description here and then an action that you'd want to take on that particular list item. And again, I'll go through some examples of lists and how they were mobilised are really great. You see those all over the place where you have you know you'll be able to quickly scan these things, take action on them over here with buttons and also see the images and the title on the descriptions again. Mobile list are really nice to use, uh, desktop cards so great for organ in organizing data visually using image images as the primary focus. I'm gonna give you an example of Pinterest, which is probably the most popular example of this where you've got big image here. You've got the title of the card here description. You can also have some room for some actions year. You can also put some actions up here in the top right hand corner, but it's very visual. So if you have some data that you need to be able to show and display in a very visual way , this is the definitely the best way to do it. If you see here with mobile cards, you can either do them. In grids of two, you start going to three gets a little bit too small, so usually or two or one. If you notice in feeds and social media feeds Instagram, it's all cards. It's really image here, tight on description. Those are all really just cards and be able to easily scan them visually, uh, statistics. So when you're using, when you have with your dealing with financial data or you're giving them the ability to see one stat. Oftentimes they'll do these little things called spark lines, which just give you a kind of a general overview. They're not really useful. They just kind of give you a visual way to say, Oh, wow, we had a big jump here, man, There's a really big, really big dip here. So you're able to give the stats title and then the high level number. Maybe you're saying, OK, here's how many players you have or human. Here's how many parents you signed up last week. So it's a great way to display one or a bunch of different numbers on mobile. These air great to you can go with with grids of one or two. Eso great for showing high level stats and totals. Next is a graph, so I'm just using a bar chart here. You can certainly use the line graph to show large amounts of data, but reveal the trends in those data. So it's not like and often times, and I'll show you here in a minute that you can combine these graphs with table so you're able to see the data in the table, sorted filter or whatever. But then in the graph, you're able to see the big picture and you're able to see Okay, in November, we had this many parents sign ups, and then it fell off a little bit here and so that gives your users the ability to see overall trends and be able to predict predict things on mobile. They work great, Aziz. Well, now here's the core. Here's the core piece for whenever you're adding things or editing things. So you're gonna have these and everybody have seen these. It's this is nothing new, just forms. So it's great for importing data, uploading documents, audio or video files. So this is where if we're talking about adding a game, it would be a form page of the most of the user interface. Here would be forms. It would be calendars, large text inputs, drop downs, inputs, radio buttons, check boxes, buttons, all these things related to forms. They work great on desktop. Obviously, they also work great on mobile. You wanna watch and cut down on the amount of things you're asking asking them to do in mobile because typing is is hard and mobile, so you just have to watch how many form elements you're putting on a page s so we want to keep that in mind. Now, here's where you can start combining these and this is where it gets it gets cool, is you can start using these commonly held kind of components and mixing matching them. So if we were to create some sort of dashboard or something, you could have a visual way to to to show this data and then over here. So if this were if this were the coaching app, you could have a list of the players here or if this were like the team dash word, you'd have a list of the top V I p or the M V P players over here on the left, and then you'd have the rest of the roster over here. So here you have big visual, and over here would be more of a scannable. Ah, scannable list. Again, this is where I was talking about with statistics, you know, lots of numbers. Here we combine three different these components here. You can see the trends this these numbers here, pulling out the high level numbers, you're able to see these number, high level numbers really quick and then followed by the table where you're able to filter , filter them and sort them and get all the data down there. And you could do the same thing on mobile. Should have the graph up here. Individual stats here. You could even use the list down here. So maybe this is a games page, and this is a list of games over here, and this is like the total points on. Then you could see the total points as a overall trend using the graph. Here's where I don't even really have to actually have a good I good example for this. But you got some sort of big stat here. Maybe it is. You know how many MVP's you've had and then here all the list of the MBPs. But again, you can combine them in however many different ways you want to do it. The action for this mission is upload a mock up of the important screen. So we've determined what are the core screens then? We've taken those core screens and say, Okay, how are we going to navigate between those those coarse screens? And now we've learned the components that standard components that we can start to build those pages, sketches and mock ups of those specific pages. And now things are starting to take to take life. Now you can use mock flow, and you can again sketch it in notebook whatever works for you. But in the end, if you're uploading all these screens and how these screens used these components and how these pages start, toe look and it's really going to start to help the application of the sufferer come toe life. 27. What’s Included On Each Screen? (Followup): Now for the follow up here, we're gonna go through a whole bunch of examples. I'm gonna show you where these components show up in the real world. So you have over here. So you have Airbnb. This is a card, right? So you have a very visual way to scan these they want to use because there's a certain emotion involved with Airbnb that if they didn't use an image here and it was a table, imagine if this were just the table full of these things featured in Los Angeles, you wouldn't get the same emotional impact than you would some dude surfing. And you can say I want to go surfing. So these air great ways to showcased the data that you have and give a very easily scannable way to look at that. If you're surfer immediately, that image is gonna catch your attention. Now, pinches is the most famous example of the card approach. Their entire application is visual, so they put these cards front and center and they have very little metadata down here. So they have a title or some some. I think when you roll over, you get a little bit more information, but again, this is a card based approach. Almost the entire app is a car based approach because they want visual to be number one. Now, if you look at Airbnb, if you dig down into some of their list, you can see this is a list view. So this is where you still want to have it easily scannable. It's not a table because you don't want to be ableto you know, sort and filter is not this big thing of data. It's really about having a scannable list of things and the action to take on those specific things so you can favorite them. You can share them. You can rate them. But again, it's an easily scannable list with the visual over here, title here and then description here. Now, if you look at buffer, this is a list. So you have a they didn't do in the table. They did it as a list of items. These list of items has the title or the In this case, it's the it's the Tweet text. And then here are the actions that you can take on this particular list item. This would not work that great in a table because it would just be too much data at one time. It also really doesn't need to be visual because you may not even have images on these. Some of them may just be tax base, but again, that's why they use this list approach. If you look at Google Drive, they've combined it. So they have these these talk level using cards so that you can see them visually. So they have these cards appear that you can easily scanned visually. But then they combine that with the table. So if you have and I have a ton of folders, you wouldn't want to put that in a list because now, if what if I wanted to sort them by last modified or file size or own, or any of those things or sort by name. I'm always doing that. That's why they're combining. Hey, what can we give them as a quick access up here using cards? And then how can we then bring that home with the with the table? If you look at follow a boss, another CRM out there, you have the graph appear that where you're able to see a lot of this data here, and you're able to start to see trends. And they have all different types of filters here. New leads daily and sorting by time, period. Then they also have the high level stats so they can see how Maney leads they got. How many average contact attempts? A lot of these kind of, you know, just quick, quick stats to be able to see and see why we're doing great or we're not doing so great cause you can even see here like, you know, you start to see their down 32.4% which is something I can take action on as the as the user. And then you have the actual data down here that if you want to, you can kind of dive in and take and check out Male chimp is the same way. If you're looking at your campaigns or your report section, you have this overview and you can start to see while has my open rake on up or is it maintained? Is my click rate going up or down on? And then you're able to see down here a list is not a table. This is a list again the they there could be a thumbnail over here of the email that might actually add to it a little bit here, but then you can see over here on the right hand side. You could take action on that particular list item in do H Q, which is the software that I built that's powering this course. Right now. You can see this is using a form, so this is a form component so you can see here naming the platform, setting the domain, the custom domain logo colors as CEO settings. All of these are just straight up plain vanilla form items. If you look at Shopify again, ah, form page again, it's either editing. Usually it's editing or adding things. In this case, it's Shopify, adding a product you have title here and description description here is is using a rich text editor. So you can say for this one for title. You don't need to use bolding, italics and all that stuff, but in description, you might want to have that ability to add images. Um, and then you have some drop downs over here. Some search boxes over here and some multi select tag so I can I can do multiple selections here Vintage Khan and summer. If you look at mobile APS, they use lists all the time. So you can see over here in this blogging at these air all lists that have thumbnails here with the titles here. If you look at Snapchat, the list of contacts where you have the visual image over here and then you have the action over here, which is add or delete. Um and I think I'm not sure with app, this is But this is my might be tic tac. This is Snapshot. So a Snapchat you have a list, you have the visual thing, and then you have the actions you could say snap. Or in this case, you could just tap right to go to chat. If you look at this apparatus here, you have a map up here, which is essentially a card. It's just one card with an image up here with the title. And then you have, uh oh, this is the meat up. So in the meat, a pap. Then you have the thumbnail here, which is another card based approach. Um, and you can scroll left or right on that In Instagram, you have, ah, the card approach. But without any data below it, really Just straight up visual eso in this page, if you're building a photo app, you would really want the photos to be front center. And if they added captions in here, just be too much text or just straight up. I'm gonna take the card approach and I'm just gonna remove all the tax data and just give you the images in here in this travel app again, a great example of cards that don't need to be scrolling up and down because they want to be ableto show you this kind of stuff in categories. But you can go left and right. You have the image here. You have the title here, some description here, and then maybe when you tap this, you have some actions to take on that on on financial APS. This is where you start to get into combinations of stats and graphs to see trends, especially in crypto crypto currency. APS You can see over here this really are just lists of stats, daily steps, weekly steps over here in this, in that sap we have. Ah, a stat right here. Combined with a graph to see trends in this app, you start to see the graph. Here you have the big stat right here. And then you have this grid of stats down here to give you that high level information. This is an example of mobile forms. And again, you have to watch how much you're asking to do on mobile phones because people don't really like filling out too much stuff on mobile. But and this is Google Calendar, where you have title. You have some switches. Here you have some time, selectors. You have a location selector. You have the ability to add guests here change colors in Starbucks af Starbucks, a pretty standard name, Last name, birthday address. These were all really just text inputs. And then even when it comes down to just simple status messages on lengthen I mean, this is really just a form. What do you want to talk about? And you fill that out 28. How Are They Onboarded?: Okay, now that we have our core screens mapped out, what are the common elements that are in there? You have all those things either written down or sketched out or mocked up. And so the app is really beginning to take life. You can see how they interact with different things. But here's the thing. Just because you have the app completely done, they sign up and just drop them right into the app. They don't really know what to do first. There's many different things in the navigation. They don't know what to do first, they don't know how to get to a specific result. In your job is to take them from a skeptical sign up to that Ah ha moment, and you can't rely on them knowing how to do that. Do they just go to settings right away, or do they go to upload their profile picture like Is that going to get them the result that they want? No, you need to give them a Siris of steps or guide them in some way, saying, OK, here's all the available options, but here's some suggestions on how to get what you're looking for. So in the case of the soccer, the soccer after the coaching apelike. Here's how to eliminate frustration with parents and scheduling things like that. Here's the things you need to do first. And these the actions. You're really just guiding these actions, what actions they need to take to get to that ah ha moment to get to that result. And that's called on board. Now, if you look in the real world and physical and physical products, this is for candid, which does clear a liners. So there are a great example toe look at and say, You know, this is a This is a A very involved procedure, very involved process. It's not just downloading an app. You actually have to do a lot of these things, but what they do is they make it really easy. So when you order this box, it tells you step by step exactly what to do. So you get the result that you want, which is straight teeth so you can see here on the website. Step one. Send us impressions of your teeth, Step two or orthodontist. Design your treatment. Step three. Get customer liners delivered to your door. That's the result. So and I wish I had more screen shots of this particular this this is really on boarding in the physical world. Step one steps Step two and step three. If you look at blue apron even in the food world, so you have they want you to create magic. That's the end result. So, first, is there gonna have you choose your meals? They're going to give you a bunch of different options here than you're gonna unpack your box and show you it's insulated. They're gonna show you how you know how toe, I guess how to open the box and how to take the ingredients out and what ingredients to put in first and then following their step by step instructions, you'll get the magic of cooking recipes. If they didn't give you any of that and they just shove the whole bunch of ingredients in a box and shifted to you, you wouldn't get to create magic. You wouldn't create anything. You create something horrible tasting. If you look at Warby Parker, if you've ever bought Warby Parker glasses, the first step is to pick five frames though 1,000,000 TEM for free and then you get to try those on, and you could buy any of those at any time and then return the frame. So that's how the on board you they don't just say Go to the website and pick out glasses. They say in order to get the best result and you'll be the happiest take this process. We recommend that you do this. You can certainly skip all that just by the glasses. But here's the steps you need to take to get your best results. So think about what are the steps they need to take to get the best results If you look it , if you look at restaurants, you see this all the time, and these types of restaurants are getting more popular, and in these types of restaurants, they really didn't need to lead you through a process. So in this, in this burger example, first you pick a burger. Second, you pick a bun. Then you pick a rub that you pick some cheese. If you want. Add some sauce, add some toppings and no buck toppings that eventually add to this amazing burger. Same thing here. Pick your protein, pick your bun, pick your toppings and then you could put stuff on the side. Same with pizza. I've seen a lot of these pizza restaurants and they don't just, you know, you just don't go into these places and just say they just leave everything out on the table and say, What do you want? They lead you through a process so that you can get the best tasting pizza, the one that's the best for you Specifically now I've been I've been doing on boarding experiences for a long time, and there are some patterns with these as well. And these will help you say, OK, what? What's best for my audience is my eye is the day, the audience. It just wants to skip through everything and go right through. It is my audience something that needs completely hand. How does my product such that it needs completely handheld through the whole process? If it's something really important, like medication, that yes, you want to make sure that you're leading them through each step. But if it's a game, a mobile game probably just want to get him right into the action. So for this example, tutorials, a series of screens to click through left and right. You probably seen these when you downloaded mobile APS Most of the time you're scrolling through. Sometimes you may read them, but again, it's a really quick way to say, Hey, you know, welcome to the APP. Here's some things you might want to take notice off the second thing. Second on boarding approach is the checklist So saying, Hey, look, you can you can do whatever you want, but here are the things to check off that are going to give you that best experience. So in here it's upload your photo, create a project publisher project. Share your project again. All those items checked off lead to the result. You've probably seen this and linked in when they say like your profile is 90% complete. They give you a checklist to say, if you want to get your dream job or you want to get the most out of LinkedIn, do these things on and you're going to get that. So this is a great way to to show them at their own pace what they need to do. And everybody has this kind of weird thing where we we need to check things off. So you're kind of playing into that thing. I don't want to leave this step on unchecked, So this is a great way to say, OK, have you done it? Have you not done it? Questions these air? Great. And I'll give you some examples to with this if you want to customize the experience. So if you say what is your name, what is your permission or what is your position? What are you looking for, or what result do you hope to get all of these things? You're gathering inputs so that you can create the best output. You can get them out on the best steps, or you can set them up with a lot of pre filled out things. You can save them. Ah, lot of time, it's just of you. If you walked into a restaurant and they said, you know, what's your name? What type of foods do you like? Do you like spicy Do like this before you even sat down so that when you sit down, maybe they have a whole bunch of sauces that you can try or whatever based on your preferences, So it's really getting them Ah, couple steps ahead, so they're more likely to go through and complete everything else designed Teoh to create the best first experience. The next one is the walk through, and you've probably seen these before You log in and it's got these little arrows pointing to, and this is the This is the ultimate hand holding thing. First, do this click this. Let's do this. Let's do this next lesser this next and gets them to the end result. This is best for a lot of steps or a complicated sequence of things that, if you can get them to do it and what's nice is your helping them do it in the actual way that they would do it after the tutorials over. So you're training them to know where all these things are, so that when they go to do it again, they're already have some memory of how to do that. So you're leading them through. So I go from first. Let's create a new project to hear now click to edit your new project. You could see these two steps or the exact same steps they would take when the tutorial is over. This one's great for what they call them. I'm calling them contextual, but it's more about blank slates if you're if you're just created a new e commerce store on Shopify or whatever, and you don't have any products, they're not just gonna say no products because that doesn't help you or do anything for you . And contextual means the user can click around. And when they cook around and they haven't created anything, you're going to give them help and guidance in context in where they've actually clicked. So now it makes more sense. If I click on products on how many products, I'm gonna give you a little explanation about what products are, and then I'm going to give you a button below to add the product. So it's It's a great way you could do videos here. You can say, Hey, welcome to the product section. Here's what you can expect here and then give them a call to action. So it's it's a It's a great way to onboard without creating anything complex or complicated . The action in this mission is the upload a mock up of your on boarding process, looking at the different options that I've given you on. Maybe you want to create your own custom one. But what are the what are the on boarding? What's the on boarding process that works best for your particular market? Maybe it's just a quick, you know, kind of swipe through. Maybe it's a checklist. Maybe it is the contextual thing where it's just blank slates like if you click on this, it just gives you a blank slate and says, Hey, welcome to this section. Here's where you can expect with Carter Action. Go back through, Watch this video again and then just make a sketch is probably a couple sketches. Whatever you have to do to say, Okay, this is the on boarding process that I wanted, and this is gonna help your developer understand how to in your designer how to guide them through the act the first time they use it. 29. How Are They Onboarded? (Followup): in the follow up for this, we've we're gonna go through a whole bunch of examples. So with Airbnb, you can see here they're using that, uh, just really quick tutorial. So as soon as you sign in or create an account, you're gonna get this these nice messaging here with some nice photos with next and you just clicking next, and then you're just going to the next thing. So they're giving you these high level overviews of each one of the core features of their app on. So yeah, so you could got it and then it's close and then you're on and you can off and use it however you want. Now with this one is another example. You're saying flows could be made with motile slide outs to tips told tips, hot spots. What's really nice here is one of four notice how on Airbnb they don't tell you how many there, So if you're going to use this approach, make sure you let them know where they are in the process. Because I'm cooking next. I don't know if there's gonna be another 42 slides that I have to click through, so maybe I'll just cook close. I won't even go through it. But if I see here one of four, I can say, OK, there's only four. So I'm gonna read those four. So status right here is really important for this type of on boarding. If you look here, mobile absent is all the time and notice how they have the stat the where you are the steps here. So this is this is one of four, three or four. Whatever. And it just gives you that high level overview. Always make sure you give him the skip button. If you notice all of these, have an X and X over here next there and a skip button. Because some people may not want to go through this. And it may be really annoying. And maybe they just leave because they don't want to go through all this. This is an example of a checklist. Something we do for new teachers who sign up for the platform, We say Okay, here are the five things to get you do. It's queue up and running and five easy steps. Introduce yourself. Create an active learning product. Invite people on the inside, each one of these steps they can complete. They will have a finished product that they can share share with their audience. If you look at teachable, this an example of a checklist. So it's sign up for the free live webinar. This really gets them started on the right foot because now you're gonna have experts on teachable teaching them how to actually get the most out of the software and create a course, customize it, set up your domain name and then launch. So this is really a checklist that works really well here. Then you have the questions approach. This is envision app where it's going to go and ask you what your role, what's your goal today so that when you're done with it, it's going to create some temporary stuff for some, some some content that night, examples that you can go through based on what you told them. If you're a writer, they're going to give you some content pre filled out. That's good for writers. Same thing of your designer. They're going to give you different content based on what your role is again. This is great for designing that first experience teachable when you sign up for teachable . You're also getting questions asked what type of an online course do you want to create? You already have an online course. Are you a business owner? What country you located in? All of these things are designed. How's my daughter? Uh, see, all of these things are designed to create a better experience once they sign up, this may also lead into marketing materials. Maybe they get a series of emails based on what their interests are. If their business owner, maybe they're getting a different type of email. If their business owner, WordPress, what would you like to name your site? What were your site be about? And what is the primary goal for your site and how comfort work with you creating a website . If you're a beginner, the propaganda email use, um, support articles. Or maybe they're going to show you some support of articles on how to do some pretty basic things. But if you're an expert, they're not going to show you all that. So again, this these questions are designed to give you that best first experience notice up here. We got the step to a four. So you know where you are on squarespace. What's the goal for your website build? My blawg continued. I noticed they don't have any status here. But this is a really bold, beautiful example of asking them questions and make it making it feel more fun, making it feel more engaging than just a whole bunch of form fields. So if you have the chance, go through squarespace and check out There's now, if you look a envision, they they are doing the step by step in, right on top of the app. They're saying, Okay, you want to go through here, you want to go through here. So if you look it here, how maney have any more screens? Prototypes of best where? Two or more. So they want you to click this this plus button, and then they want you to make your prototype. Mawr Interactive's You can cook on view screen. You can do that. So notice how they're walking through step by step by step. There some tools are put in the notes. Uh, intercom is a great tool that does this, that you could do this without a developer, which is really powerful. So if you have a an app that requires a whole bunch of set up steps. These this type of approach is really powerful. Um, if you look here, actually, if I go back to envision this is an example of, let's say you don't have anything set up yet. Eso This is an example of a contextual on boarding. It's a blank slate because I don't have anything yet. I haven't created a space, gives me a little illustration here. This also could be a video talking about what spaces are. Stay organized with spaces group related documents together so that easy to find and share with your team. So this is some high level overview overview of what it is. Create a space boom. You're often running the same thing with Shopify. I don't have any products here. They're going to give me a little illustration or video or an image or whatever. Tell me a little bit more about what products are and then give me the main court action, which is add a product if you look on the mobile app. This is an example of they do a great job of all these empties. Empty states, blank slates. The contextual on boarding that if I click on my tasks, I'm going to see this. What it is I'm going to say at a new task. If I look at documents, I'm gonna have an illustration of all the documents it's gonna have a title of what this is is some descriptions and then have the main counteraction. Same thing over here. We're gonna have the blank slate. Search for listing is the call to action. 30. How Do You Find Designers?: now that we have our data structures, now that we have our core pages listed out, now that we have that what's gonna be on those core pages? Now is the time you get to bring in outside experts and bring this thing toe life, starting with a really good user interface designer. Now I am a designer, and when people say people say to me or my designer friends, oh, designers, all they do is just make things look pretty designers to sad little fonts and little colors and just make things look pretty. That is the number one thing you don't say to a designer cause we're very sensitive were very emotional. And when you say things like that to us, it devalues the job of a designer, A good designer, a good you, I designer, takes all these complex concepts all these concepts. All these complex navigation structures and things like that, and deduce is them down simplifies them down to a beautiful, simple and easy to use interface. Think about everything that goes on behind an iPhone screen. Everything that happens in the hardware, everything that's happening behind the scenes, but yet it feels simple when you hold that phone up to your face, and it just unlocks that is the That's the job of brilliant engineers. It's the design. It's the It's the job of brilliant designers to make that feel effortless. That makes sense. So think about design design led companies. Companies that have a have a strong design culture are very successful. That's the differentiator in a lot of these. It's a very competitive market place. But if you have a design culture, if you have an appreciation and a respect for design, you're gonna have an advantage. If you look at Airbnb. If you look at slack uber instagram, all very designed focused companies, respect is the key for what a designer does. If you respect the craft of design and you can portray that to them and communicate that you have a high level respect for what they do, you're gonna get a better quality of work. Now. When you go to higher designer, there's a couple of different ways you could do it. You could go right to your cousins, aunts, brothers, uncles, cousins, kid. But if you go through the marketplaces, these air some four marketplaces. Actually, this designer for hires. That is a really great website to help you figure out what the right marketplace is for you . But the reason why I ask people to go through or suggest clients to go through marketplaces is you protected financially If anything goes wrong, if they take your money and run, you're protected through escrow. You're protected through legal channels. All of these things protect you from getting ripped off. Now, here's some things to consider when you're hiring someone on these marketplaces. Number one, you want an individual, not an agency. I've worked at agencies before, and if you don't have a big budget, they're gonna just pawn you off to their junior designer. I was that junior designer, so we'd have clients come in with not a big budget and hear him right out of college working on these big projects. And so you're paying for all that overhead and you're gonna bring in the fancy senior designers to talk to you, the art directors to talk to you, and then they're just gonna hand you after the June. So that's one thing to consider. Make sure you're dealing with individuals, not agencies. The next thing to consider is that they've done a lot of work on the platform. They've done at least 100 hours a build 100 hours. They have at least 55 star reviews greater than 55 star reviews. So if you see a couple of five star reviews and then a couple like one or two star reviews , that's definitely a clear signal that something's going on. I look for pretty high job success. If they have great reviews, they're gonna be within 99 to 100% of each other. Now you have the similar time zone. This is something that is key when you're deep in the project. And if you have someone, that's it's 2 a.m. their time. 2 p.m. your time You're gonna have a lot of trouble communicating. Ah, lot of trouble setting up meetings. So just try to get someone in a similar times on Now. This is the one question everybody brings up about rate. What do I pay these designers? Um, I gonna path. Found one for $25 an hour. Should I go with that one? What I like to do, I'd like to look in that kind of sweets right between 50 to 150. You can certainly go beyond that, and you're going to get a really high quality. But I wouldn't go below $50 an hour. That's what my rate was when I was 20 some years old and I was probably a junior mid level designer. So that's kind of where you're gonna fall in that 50. Anything lower than I wouldn't go. The next thing is fluid in your language, whatever it is, if you speak Spanish, if you speak German, if you said whatever you speak, it's It's helpful that they have the same language because the early especially in design, you're using a lot of adjectives. And when you're using a lot of adjectives, what may in one language mean one thing make mean completely something different in another language? So it's especially important with design that you're on the same page as faras, especially when you do it. When I had to do that, that exercise about personality about this not that, um, you know, cool but not too cool or informal, but not stodgy. Whatever those things are, those adjectives are very important for them. to get the design across, and then the last thing is make sure they have updated work. That pretty much goes without saying. Make sure you can see that they've done work in the past. That job they did wasn't from 1984 something like that. Now, here's where we're gonna go into the perfect job post, cause this mission is gonna have to do with you posting a job post and again, I'm going to give you a formula to help you to help you write this job Post starting with the title. And this is where you need to get their attention. A lot of you would think Just think Oh, you know, I have a job post out there. I'm just immediately going to get all kinds of great responses because I'm offering the job and they should wanna work with me because I have a job available. That's not true. You're selling them the same way that they're selling you. So starting with this title way have seeking adjective role to help project. So an example of this would be seeking talented you I designer toe help design and after high school soccer coaches. If you notice it's seeking talented. So if you're working on a nonprofit thing, you may want to say, like Mission driven or something like that, that just just to kind of spice up the title little bit to get their attention. And then you have the exact role, and then you have the project. What do you need help with Help design and after high school soccer coaches. So if they're if they're interested in any of this stuff, if there were, if they were a former soccer player, they love soccer. This is going to get their attention now. Next thing is the intros. You go from the title to the introductory sentences. And so here's where you start with the problem in the pain and then say we're creating the solution. So state the problem and then talk about the solution. So soccer coaches air struggling to keep parents up the day Bubba blood. That's the pain in the problem. And then we go into we're creating a solution to help these coaches manage communication easily. So you're giving them a a pretty quick overview of the problem. And here's our solution, so that they understand again that you understand your market, that you understand what you're doing and you're organized, which is a huge key for designers. I love working with clients who are organized, and if they get the inkling that you're not organized, it's gonna be a big pain, and they're probably not gonna apply so research. Here's another thing. A good designer is gonna ask you for a lot of insight into the customer because we as designers, we want to make sure that what we're designing makes sense for who is looking at this. So if I have a whole lot of that raw data to go through, so if you say you know, we have conducted dozens of interviews with soccer coaches now I know Oh, wow, I can ask them questions about what soccer coaches air like. What's their culture like whether their values, you know, what are there inside jokes? All this stuff helps me create a better design. Here's something people miss all the time, which are, Would you want me to do? A lot of times, it's very vague, but be specific. Five detailed mock ups based on five wire frames using fig, MMA or sketch and notice how I said using figures sketch. If you say photo if you if you let it out in the open, you may get a Photoshopped thing on illustrator thing, which are not great. And I'm gonna recommend that you use a tool like fig MMA. You may not have heard of it, but it's like Google Doc Google docks for design or set or sketch. But I love using figment, and it's great for developers, and it's great for project management, so I'll check that out. Second is Timeline. When do you want this to be done? The thing that worries a lot of designers is Is this gonna be a rush job? Is this going to be something that have six months to dio? Because if that means I'm not gonna get paid for six months, maybe I don't want to do this. So if you give them a timeline, it gives him an insight into how quickly or how slow this project needs to be done. Qualifications. This is really up to you. A lot of these things are pretty cut and dry. One thing is customer driven design approach. You want to make sure that they're focused on customer outcomes, and they're asking you a lot of questions about the customer. Otherwise, they're just doing things because it looks good. And if you have a designer that's just doing things because it looks good, that's a That's a bad signal ability to communicate each design decision. So if they can't answer why they made certain design choices, then it's probably a signal that you don't want to work with them because they can't communicate. That means they're just doing it to either impress other designers if they don't have a reason. Um, highly collaborative. This is a key thing offering suggestions on how to improve the design If they're just a yes person, just hey, whatever. Yes, I just do it, even if even if they know it's wrong and they continue to do it and they do the mocks knowing that they could be better. You don't want that. You want their expert opinion on things and off having them offer suggestions on how to make it better. Um, meets project deadlines on time and on budget. That's a That's a given, Um, now he goes into the how to apply, which is really important because If they don't know what to send you, then it's unclear you're not going to get what you want from them. And you don't You're not gonna get the right portfolio pieces. You're not going to get what you want to make a decision. So if you tell them to include high race high rez samples of your you I related work providing case studies, that's really helpful because you can you can see how they think through specific problems , only individuals designers may apply no agencies. Make sure that's clear. And here's the funny thing about putting these stuff. This stuff at the bottom is if they didn't read your job post, they're gonna mess all this up. And if they didn't read this, then they're probably not going to really be detail oriented, which is not what you want. So that's why putting this at the bottom is like this little hidden instruction that they if they don't follow, you know they didn't read it. So in the process this happens after they apply. So you're telling them how it's gonna work, which is just keeping the communication clear, and if you're shortlisted, will pay you for to mock up for for to mock ups capped at 2 to 3 hours. Now with this and we're going to get into in the next mission how to run this test project . But this helps you audition them and paying them. That's key. A lot of you will just want you to do something for free, and designers hate that. They don't want to do work for free. But if you given them and give them two or three hours to do to mock ups, you pay them at their rate or rate that you set, then they're gonna feel better about doing it. And if it's a good fit, we were hired to design the remaining wire frames, so the action in this mission is upload a screenshot of your completed job post. Go on to one of those marketplaces that we talked about. Create your job host. Don't overthink it. Just do the best that you can and see what happens and see if you don't get into responses and go back and tweet. But if you get a whole bunch of responses, that's great. So let's go 31. How Do You Find Designers? (Followup): now in the follow up, we're going to go through some job postings that I just randomly searched for an upper. Just this. See what the average post is and what who you're competing with to get these really great designers. And it's not that hard to do better than a lot of these job post. So if we look at the title, we can. Very robotic doesn't say anything. There's no adjective there to describe what kind of software engineer they're looking for. There's not really a clear role. I mean, chrome browser extension is not really a role. I mean, I guess, front and is. But it sounds very robotic and not exciting or enticing. The intros a little better joined 3 to 32 X founders and the latest ventures that you passion about travel and lifestyle experiences. So you're starting to get their attention. Maybe they are into lifestyle experience. Maybe they love travel. Now you're starting to get their attention. So I'd say the intros is great, but it is missing the problem. They're not talking at all about what the tourism industry, what the problems are with the tourism industry, and this is a $1,000,000,000 opportunity. And if we saw this is a huge, that's the kind of stuff that gets them excited. Also, there's no mention of research, so there's no mention of, you know, that we've done Ah 100 different interviews and we really understand the market inside out no more. Now. They probably did do this, but they just didn't mention it. Deliver, Bols. Uh, great. You know, they're saying you have significant influence and overall strategy designing the system, architecture, enforcing best practices. It could be a little bit more specific. Like, what types of things. And, um, I gonna be doing on it a daily basis. These air a little bit generic, no mention of time on. So I don't say, you know, when they're looking to fill this role, how long it's gonna gonna last? I don't know if it's full time or freelance. It says, seeking paid or full time or part time, but no real timeline as to when they want to make a decision. Qualifications a great. They have a whole bunch of stuff here, which is good and no mention of the application instructions they don't say. Okay, this is how you apply and no mess, no mention of the process after you apply. So these are some things they're missing. 12345 things that they added. This would be a much better job post. Now here's another one. The title was clear. UX Designer for a consumer startup website, I would add, maybe an adjective here. Something about you know, they love products or whatever it is something that described what kind of energy they're looking for, what kind of person they're looking for in the UX design. Um, intro. They don't have anything about the problem. It's very vague. Consumer start of website could be anything. So I think sometimes people are scared of Oh, if I put too much in these people are gonna steal my idea. No one is going to steal your idea unless you have the cure for cancer. No one is going to steal your idea for a consumer startup website, and once you launch it, they can steal it anyway. So that's not the issue. So there's no real problem or solution. There's no mention of market research. Maybe they did do a lot of room. Ah, lot of research is just not saying it delivery. Bols Experiencing delivering, they use the word deliver delivering wire frames. You expose mock ups, interactive prototypes. So it's very clear what you wanted to deliver. There's no mention of timeline when they want this toe happen. Qualifications are great. They have this year. They also have some qualifications here. No mention of the application instructions. So how do I play what I send you to to get to the top of the heap process? Clear mention of selection process is, um oh, up here. It's funny how this is way up here. Would like would start with a mini project to solve one specific experience for providers on our two side of website. I would also mention it's gonna be paid, so it's very clear that, like, Look, they're gonna ask me to do this for free or they're gonna pay me. So that's another thing that helps you sell. Sell that really great designer. Here's one who just totally misses the mark, and I saw a ton of these, like three sentences like, How are you supposed to sell me if I'm a really great designer? Highest was a sell me and three cents is no title that the unclear like designer developer React J as a d three Js. These were just frameworks there's not. There's no indication of what I would actually be working on. Still not even the description. Did they tell you what I'm working on? No intro, no research. They do tell you what you're going to do, but no timeline, no qualifications, no application and no process. So I don't think this one's going to get very many applicants. So looking at all these bad job post now, you can see what not to dio. And so now you have all the tools to make a really killer job post. 32. How Do You Audition A Designer?: Now that you've posted on one of these marketplaces, you starting to get some some good or promising designers. The next thing you want to do is try one. Just addition them. Try out how it works and don't do a giant project. Just just one or two mock ups. Pay them their Valerie hourly rate, and then you'll reduce the surprises because you're taking a lot of risk, especially if you're not doing an hourly rate, which I highly recommend to do hourly, because if they just don't get it, you can cut off the contract. But if you paid like $5000 upfront, you're taking a pretty big risk. And so this that the idea of a test project is to try a sample before you buy and it's really establishing is a good fit for them. Is it a good you know, them working with you and you working with them? It's all about how do we work together? Is this actually going toe work? So we're gonna talk about the perfect test project post. So once you've select the designer that you wanna addition, you create a job post that's private just for them. That only they can apply to. So here are the four things you wanna have in that in the Post first thing title. Private test project for Coach APP. Pretty straightforward Resource is so you want to take attached as a pdf of the project? The problem we're solving who? Its foreign detailed wire frames. You want to take everything that we've worked on and try to get them into a pdf? I mean, you can attach them individually, but some way that they can show you can show them all the work that you've done. You're gonna have sketches you're gonna have, You know, the day in the life of custom All of these things are great raw materials for the designer to come up with the best solution. The next thing is deliverable. So you're gonna tell them exactly what you want to detailed or one Whatever you want to detail mock ups of the dashboard and games wire frame. So you pick your two most important screens and say, I need you to do to detail mock ups of these screens, explanation of the design choices that as it relates to their customer research, So you want them to include an explanation of why they made those design choices, cause then you can really get into the head of how they how they design. And if they're methodical and they really have thought through the customer, it's going to show when they explain it. If they don't explain it, or it's like one sentence and you realize like they're really not diving into the mind. The mind of our customer timeline very, you know, very straightforward. Please complete by june 3rd 2019. The action in this mission is upload a screenshot of your test project test project job. This should be really easy. Just go on, create the project, make it private toe only them, get them to accept it, and you're off to the races. 33. How Do You Manage The Designer Test Project?: Okay, now they've They've responded to this private job, post this this private test project, and now it's up to you to manage this project. And this is where a lot he will drop the ball where they say, Hey, go do these wire frames And then, like, email me whenever you're done or whatever, and there's no clear process, and it it doesn't really set a good precedence moving forward if you end up hiring them that they don't understand that there's any process at all so that everything's haphazard, everything's disorganized. So what you want to use is a concept car can ban. And you may have seen this. If you've used software like trailer before, it's a Japanese word for visual signal, which helps intangible projects like software become more visible and keeps everybody on the same page. Now here are the elements of of campaign board. There's people have all kinds of different ways to organize this. This is the way that I've done it in the past. You can customize this, however you like toe work, but you have the backlog, which is everything has not been completed yet. Everything that is in the in the in the hopper in the queue, ready to go? Um, that goes here. And then when this is ready to go, when you say OK, this thing's ready to go. We've done her research. You want to bring that into the in progress, and the designer is going to start working on that. Once they're done with it, they are gonna they're gonna move that card into the review area. And now your job is to go in, give feedback. Um, and if they if there's changes, then they take it back to in progress and then bring it back to review. Once you say Okay, boom, it goes into completed. So in this case with this test project, it's really simple. But again, it's just it's getting them to understand that you're very organized, getting them to understand that there's a process. So in the backlog, you would start with these two screens dashboard game, screen. They would start over here and you say, Hey, let's start in the game screen for so you're gonna Dr Drag that over two in progress and then on and it goes to review and then goes to complete it. The detail screen for each one of these boxes is really important. So the first thing is you can add the box. You can add the cards first. You may want to ask them to edit the title here, to how long that it's estimated for them to take just a guess. It doesn't have to be perfect just to give you some sort of idea how long it's gonna take them. So in this one, they have added 1.5 hours. Make sure that you've assigned them. Make sure that there's a due date that you agreed upon and then give the description in here. If there's if there's things you need to attach, like customer interviews, if there's drawings and things like that, that's where you can describe here, and you can attach those files down here. That's pretty much the elements of this card detail. You don't really have to go nuts with any of the other things because it's a pretty simple project. The action for this mission is go set up your trailer board. You don't have to use trailer. This notion H Q's another one. That's really good. There's a bunch of these project management tools, Um, that you can use to organize this, so just start your board, upload a screenshot of your trailer board, and then we'll go through some example. 34. How Do You Manage The Designer Test Project? (Followup): Now, the follow up to this is some questions to ask, either after the project, even during the project to see if this project went successfully, so did they complete within the deadline? That's the minimum thing you told them you agreed upon. And a specific deadline. Did they meet the deadline? Did they include everything in the wire frame? This is where details really matter. Making sure that they got all these things and they didn't leave anything out. That's important to understand that they're going to be paying attention to these details. Number three. Did they offer suggestions for improvement again? You want your hiring them as an expert and they're not giving you any expert opinion on how to make it better than chances are They're just going to be a Yes. Yes, I'll do it. Yes, sir. Yes, ma'am. And and you end up getting a crappy design number four. Did they explain? That is a design decisions thoroughly. So again, if they made a design decisions design decision, can they explain why they did? That's all you do is ask them. Why did you do that? Tell me about walk me through while you did that 35. How Do You Hire And Manage A Designer?: Hopefully that at this point you've found a great designer. You auditioned that designer, they done it. They've done a test project. They did a fantastic job, and now you want to hire them and bring them on to the actual contract. So we're gonna be talking about how do you hire and manage a designer Once the rial project starts, it's gonna be depending on how complex your app is. It's gonna be a pretty big process getting all these mock ups done. So it's important that your organized the number one thing to consider is your Your job is to reduce friction if they have to wait for something, if they have, if they're not clear about something and they're waiting for three days for you to get back to them, that's friction. And you want to give them all the tools. All the resource is available to you to give them to help make their job and make their life easier, so that you end up getting the best possible product. The other thing is to be responsive. If if you if they ask you a question, you get back to them. Three days later. This project is gonna drag out forever. So within reason, try to get back with them as quickly as you can. So you were going to be organizing this project the same way that we organized the test project. And so if you look here, you've got all these pages and they're probably going to be way more. But all of these have thumb now is because you've uploaded the sketches. Um, they have You're gonna ask them to go in and estimate thes hours and really, you just going to start the process and there's gonna be a whole bunch of stuff in the backlog you're gonna drag it into in progress. Then when they you get it into review, make sure that your responsive and give them feedback on those and then once they're good, they're gonna be drug dragged into the completed box and the details screen again. Kind of same thing. We had the test project, the estimated hours, a due date. Make sure you've assigned them. Make sure you've given them a pretty thorough description of what's gonna happen within this on. And then the attachments make sure on this description your concluding those users stories . There's customer stores. So they know each one of these cliques and how it all maps out the action into this one is to upload a screenshot of your trailer board up. You know, now that you've hired this person, you're gonna have to set up this Trelleborg. You're gonna have a whole bunch of stuff in the back are because nothing started yet. So get that upload to get all your resource is attached. All of those things. Make sure the details screens in each one of those cards are completed and just upload a screenshot of your trailer board. 36. How Do You Hire And Manage A Designer? (Followup): for the follow up. Here are four questions again toe. Ask while you're working on this project to make sure that if there's anything that you need to address or if it gets really bad to cut off the contract but things you want to keep in mind as you're working with designers, are they meeting deadlines again? Are they? Are they prompt and doing what they say they're going to do when they say they were going to do it? Are they getting the details right? Or is it sloppy again, making sure double checking the sketches and the and the data structures. And make sure all those details air right? Because if they're not, you're gonna have to keep going back for the back and forth. And those things that end up going to cost you end up costing you a ton of money. So if they get the details right the first time, then you're not wasting money going back and forth. Are they making improvements and explaining why that's another key that you can do in the in the review card, asking them when it gets into review? Hey, you know, this looks great. Can you explain kind of why you did that, and then they can explain in the comments on that particular card. And are there communication delays? This is a huge one. I've worked with designers and developers where I give them a project and I don't hear from them for like days. And then they come back with the finished product, which is not always great, because if they got the wrong thing or they didn't understand something and they spent all this all this time doing the wrong thing, that's a problem. So make sure they're regularly communicating with you if it's daily. If it's you know, every two days, just make sure that there's a structure for how they communicate. Don't let them go off for an entire week without giving you an update because their their lives, a lot of rooms and there can cost you a ton of money. 37. How Do You Find A Developer?: Now it's game time. Now that you have all these amazing mock ups from your designer, now it's time to take those mock ups and turn them into something tangible that you can actually use and start testing. It's really going to come to life first thing that gets first in the considers when thinking about designers. If you think they're just these artists that go around, make things, things look pretty and you don't respect them, then you're not gonna get that high quality work. Same thing goes for developers. If you approach them as like these code robots that just do everything that you tell them you put in put in and you get out, put out That is not how to get the best work out of a developer. And they're gonna be looking at you like this guy's looking at you with a quiet disdain. Um, just like designers of that it takes and make them simple. Developers are that way to they. They take all these complex AP eyes and data structures and and all of these things combine them into beautiful, elegant, easy to read code for other developers, and it's really an engineering firm feet. It really is saying, How do we make this a scalable system? How do we make this system run efficiently? All of these things were taken into consideration. When they're writing code, it's not like they're just do, do, do, do, do, do do, do it and then it comes out and it works there. So many. It is a design. It is a form of design because they're designing these systems toe work into scale. And we've all worked with software that hasn't scaled member Twitter in the early days. That would be down all the time because it wasn't built to scale. And then they brought in better developers to come in and really take that to the next level and create and design those systems to scale. Now there's all kind of arguments in the development world about what platform you should use should use this and is always the latest one. What I like to do is just go with the ones that have been proven over the years. So if you look at rails, Ruby on rails is a popular one. It powers twitter it power Shopper five powers who? Lou, If you're looking PHP. That's another popular framework. It powers WordPress, Facebook, Wikipedia and Python, which powers Google, YouTube and Dropbox. These air all proven platforms that air test with billions and billions of users. So the chance of you a finding a developer very high and be that when they co this in this platform that is actually gonna work if it gets really big now for Android, you're limited to only job developers or android developers and IOS. You really only limited to swift in C plus plus developers. So really, you're just looking for an android developer or an IOS developer. You don't really get to choose now. They will have this in the back end, but you don't have to worry about that. So when you're doing your job post, you're really looking for Android or IOS Really depends on. I mean, you could talk to some developer friends if you have any, but really, it's, you know, I tend to go with rails and then PHP and then python. So either one of these two are fine. Or if you want to go with Python, that's also fun again, hiring a developer individually without going through a marketplace. You taking a bit of a risk? Because if they if it ends up, I've had friends lose hundreds of thousands of dollars because they didn't. They weren't protected legally. They the developer, ran out of money. If it was an agency, I had a friend who had a that worked with an agency that literally ran out of money and couldn't pay the developers anymore. And the project just died and they didn't know what to dio. So with these marketplaces, like up work, top tall code mentors, another one, and developers for higher is a great site to go to, to figure out what marketplace you should use to find those. But again, you're gonna be protected through escrow. You could re protected through any of the legal channels that they have. Um, so it's just it's just wise to go through some of these marketplaces again. Just like with designers. Some things to consider. Make sure it's an individual, not an agency. Make sure they've done a bunch of ours. Actually, this you'd say 1000 hours, not one hour. Um, definitely have more than five star reviews. Um, make sure that they have a 99 to 100% job success. Similar time zone again. Make sure it's not too in the morning when it's 2 p.m. your time, the rate. And this is another question. I get just same way with designers with developers. They're kind of in the same bucket as far as their rate. With a $50 an hour developer, you're going to get a good um, you're gonna get a good developer. Once you get into the 1 50 above, you're going to get senior level developers. And if you have the funds to do that, that's certainly, you know, it's certainly great to do that. But if you sit within this range, your gonna be okay. Ah, fluid in your language to make sure that there is no communication breakdowns and make sure that they haven't updated portfolio of APS that they've worked on. And it would really help if they were live applications, things that you could actually go in there and use. And if you use them in the have all kinds of bugs, then you're like, Well, maybe I don't want oh, work with this developer. So, just like with the designer now designer post. Now we're gonna look at the perfect job post for developers. Same things. Title seeking, talented adjective, whatever That is. Mission driven rails, developer, whatever that adjective is that describe a kind of rails developer you're looking for to help design. And after high school soccer coaches, exact same thing is designers intro, Same thing. Make sure you're doing the problem in the pain research. Make sure you've conduct let them know you've conducted dozens of these interviews, so they understand that you will provide customer stories, data structures and detailed mock ups with EJ case scenarios. All of these things. The developers going back. Wow. Okay, this is gonna be an organized project. I'm gonna have what I need. I'm not gonna have to ask a whole bunch of questions and not get any answers, and it's gonna drag on forever, especially with this data structures thing. The fact that you thought through just a general direction and how you want the data to be structured, they're gonna help you really refine that. But having this is going to give you a big head start deliverables, basically, you want a fully functioning application that customers can create an account start using immediately. That's pretty clear. You want something that's gonna work? Timeline again. Talk about your launch date is July 31st 2010 19. Just be very clear about when the timeline is, um, with these with these qualifications, a lot of the same as designers stays within budget and quickly communicates any roadblocks . This is very this is very important that if you ask them to do something and they don't tell you Oh, that's gonna add, like, 20 hours to the budget. And they just go off and do it and you don't know until you 20 hours down the road and you're like, Oh, you didn't tell me that was gonna take that long. Now you're paying for that. So you want to make sure that they're giving you updates, um, daily updates on their budget and where they are and and make sure that they they are communicating to you what your requests are going to do to the budget. The next thing in the last thing here writes clean documented code that could be quickly understood by other developers. Because when you bring another developers and they have the sloppy code base that's not documented. And one thing that you could do this is a little is a little side note. You could have hired the developer, have them write code and go higher like a really expensive design, a developer for, like, two or three hours. So if you pay him, like to pay, hurry, um, him or her like three or 4 500 bucks on their hourly rate to go through and just review the code to make sure it's good. That can be a huge advantage, because if it's really bad and they're saying you need to get rid of this developer right away, that's a clear signal that maybe you need to reconsider who your ire ing. So it's 11 thing that I've done before in the past that has worked really well again. How you're applying. Please include samples of your work, live applications or a plus only individual. This should say developers may apply no agencies. The process again, same thing as designers shortlisted, will pay you for a small test project capped at five hours. That's a good fit. We were hired to develop the entire application. We're looking for a long term role for ongoing development. This is a key sentence. Ah, lot of these developers, contract ones are looking for stability. They're looking for an ongoing roll that they can count on. So this is one thing is really going to get their attention. The action for this mission is upload a screenshot of job. So go in, use this framework to create a job, post, take a screenshot, and then we're gonna dive into how to manage and how toe addition one of these developers that you pick. 38. How Do You Find A Developer? (Followup): Let's get into some examples of some good and some not so good job post for developers. So if you look at this title, it's OK, but it's missing the project for and developer UX ENGINEER react Java script, four month contract. It doesn't really tell me what I'm going to be working on. It also mean the titles, okay, but it also doesn't include in sort of adjective like what type of front and developer this is where you can can kind of describe what energy you want to bring to the to the project. If they're, you know, looks like a document signing app. Someone who's obsessed about documents, just just something that gives them a little bits title, a little bit more energy to get their attention. Because ultimately that's the goal is to get their attention. I mean, this is the headline of the job posts, and if you don't have a great headline, they're going to skip right by it intro Great Love the energy, um, have a creative freedom. Do your top quality work with expiring collaborative team like those are great questions. They're really going to get the attention of the right type of developers. So the energy is really great like this that, you know, they state their mission is clear. Research a ton of research. Uh, we're looking under the now we're going to get into some good job posts and some not so good job pose. This one is not bad. If you look at the title here, Front end developer ux Engineer React JavaScript The only thing about this is that Mitch missing the product or the project, What are they going to be working on? And also not There's no adjectives here that describes what type of front and developer they want. Those are the things that if you add in there, that's what's going to get their attention. Because if this is if this is selling them on the opportunity, then this is the headline. And if you mess up the headline they're gonna skip right past that they're going to see they're gonna move on to a better Mawr Enticing headline. The intro here is gray. I love the energy, have the creative freedom to do your top quality work when inspiring and collaborative team . I love it, how it's about the the developer, not them and how great they are. It's just, you know, standard copyrighting stuff that really helps lead them through the job post. So they're reading the whole thing and really getting their attention, really painting the picture about what they're going to be doing. Research. I love this, um, right here, the based off of five years of user feedback from thousands of customers that demanding the product we've created. I mean, if that's not validation, I don't know what is. So that that gives the developer confidence that this project is actually gonna pan out, deliver yet deliverables clear tasks and deliver Bols, there's a ah lot of these things. Ah, a lot of these bullets here that says exactly what they're gonna be doing. Developer developing new user facing features and building reusable code libraries for future use. Like, very clear what they're gonna be delivering. No realty timeline. I guess for the next four months, it might even be a little bit more helpful to just put some dates in there. But it's not bad qualifications, clear list of qualifications. So it's a pretty long job post. So I posted up here, um, very clear qualifications, but no mention of the application process. You get them excited and then you don't say, Well, you know, what are we looking for in the application process? And and then even after that, after you apply what's gonna happen? How you selected at What's the timeline on on when they're gonna be selected? Those those two things kind of kind of ruined the whole job post because now they don't know what to do, even if they're excited. The next one. This one's pretty pretty bad, but, ah, good project is vague front and developer needed for engaging interactive tool for product homepage. I don't know why people put such vague project thing project titles. I think it's because most of the time they think someone's gonna steal their idea. No one is going to steal your idea from a title of a job. Chop us, and even when you launch it, they're gonna People could steal it anyway, so I don't know why people will get wrapped up in that intro. It's OK, but there's no real problem in solution. Eso just just helps paint a clear picture about the project. There's no mention of market research like why this is needed or why this this should work . There's really the deliver of was a pretty vague, um, you know, for well versed in JavaScript engaging product discovery tool like it just it's not really clear what they're going to be delivering no mention of timeline of when they're going to do it. And really, there's not a big bulleted list of qualifications just saying someone who has a mastery of the programming side of the project that's not really clear. Who qualifies for that? No mention of the application process and the process is pretty vag down here. If this works out, you can be sure I'll be looking forward to work with you in the future like it's really just not vague and not clear how the whole thing works. This next one title unclear. Tighter. Without the project again, it's It's not even written like a send. It needs to be written like a sentence. It's not even talking to them. It's just saying it. So it's a pretty unclear title, uh, than the intro on unclear what type of applications looking for a skill full stack Web developer who's well versed in what WordPress react in Lauraville. So it's really that doesn't really get my attention. It's it's written like a robot. Um, it's very dry, so it's not getting me excited at all about about what I'm gonna be working on. No mention of validation, no mention of how many customers have gone through this or how many customers they've talked. Teoh. So the confidence level starts to drop from the developers point of view that you don't really know a lot about the market. Deliver Bols vague task descriptions, some server maintenance and bug fixes for a WordPress site. I mean, it's OK, but it's just pretty, pretty vague and no examples of what maybe they would be doing. Timeline. No mention of the timeline. Qualifications are pretty generic like, well versed who decides who's well versed in WordPress? It just they could be much better if they had a bunch of bullets on On where the qualifications There is a clear application instructions, though this is where they saying when applying, please describe in detail Web application you've built Challenge your face like this is where it gets really good and they've done a great job here. Process. Clear interview process. There will be 2 to 3 rounds of interviews to select a candidate so you can see how they really mess it up here. But as they get down here than the person who's right for the project really understands what's going to happen next. 39. How Do You Audition A Developer?: Now, chances are you probably got a ton of developers interested in your job post. I don't know why. Every time I do it, I just get thousands of developers interested because there's a lot of developers on these platforms. So go back and look at those bullets. That bulleted list I gave you on what to look for and how to pick the right one. So let's say you pick one and you pick three, depending on what your budget is. And again, just like with designers, there's this. This idea of so much risk is involved in doing this in this risk can cost you thousands and thousands of dollars. If you just to say, especially if you're paying them not an hourly array, and you're just giving them a big check for $5000 or $10,000. You're taking a pretty big risk and can lose a lot of money. So again, just like with designers, let's try the same before you buy and it works both ways. Just it's it's determining if there, if it for you, you're if it for them and that will you enjoy actually working together. So let's go through the perfect test project Post. This one's pretty easy. Ah, private test project for Coach APP Resource is attached as a PdF of the project. The problem we're solving who it's for, and detailed mock ups, all those mock ups, all those high resolution mock ups you got from your user interface designer. You're gonna want to include them here, deliver a ble to fully functioning pages. Customers sign up and dashboard. So look at your most important pages. So usually, if you want fully functioning pages, there's probably a page, a sign up page. They can create an account and then a interior pages after they've created that sign up again. So that's probably the best way to do it. Just a sign up page and then maybe a dashboard page or maybe another page, depending on again, depending on your budget. Maybe have the budget to do 45 pages, whatever, but just pick out your two most important pages and then ask them to explain their development choices. You may not understand everything they're saying, but the goal is that they're able to explain why they made specific design, our development choices and then the timeline pretty straightforward. Please complete by june 3rd, 2019. The action for this mission. Upload a screenshot of your test project. Post a test project job. Just go through that formula, fill it out. Shouldn't take you really that long. You gotta gather all the resource is uploaded. Upload a screenshot to your test project job and you're done. 40. How Do You Manage The Developer Test Project?: when you post this when you post your job on these marketplaces, you're going to get inundated with tons of developers and go back to those bullet points I gave you toe how to evaluate, which does not with developer. You're gonna pick for this test project, and so you pick one or two whatever you can afford. And now we're gonna move into this test project and manage thing the test project, which is a lot like how you manage the designer test project. So you're gonna have the trailer board set up here with development up here with backlog in progress, review and complete. And you're gonna add those high fidelity those high resolution mock ups that your designer did and add these into the back long the details screen for these Ah, you're gonna have the developer work with you to, Or maybe they do it first. Looking at the estimate hours to complete that thing, make sure that you've added the description here of what this this screen does. Make sure you've included those user stories, and there's customer stories of what they click on and when and how. Make sure you've included any of the designs that air in here. Any other customer things, anything that can help them reduce friction and get the job done right. Here's where it helps to ask the developer developer to break down this particular screen into tasks with the designer project. It's pretty much just like here's the sketch Just designed it. They don't really need to break it up into tax. But there's several things involved in making a screen like this. Show up. There needs to be the database set up there needs to be, you know, Cron jobs, the update, all these different things that you may not understand. But it's important for the developer to go in so that you can see the percentage of and I like to divide them into back in task in front and task back end or like data, stuff and all the all the code happens behind the scenes, and then the front and tasks are the actual pages. Eso the lot of There's a lot of HTML and CSS here. If there's like, you know, using Google charts or something like that, that's the front. And so if you divide him up and maybe you just create these checklists the back and in front and task ahead of time and then just have them fill out that to do so, you can see Oh, wow. No wonder they estimated this a 10 hours because here's all the things and you could even have them AB at ours individually to these check box checked boxes. Think. But this gives you complete visibility into the project. The problem that I see a lot of times with these projects going way off the rails is the person who's probably not technical hiring. The developer has no insider ideas to what's happening and at least by the developer breaking them into task. They know that you're that you want visibility into that. It helps them become more organized, and you're able to see it any point how far along this particular screen is, so there's no surprises and surprises of the worst things in these projects, unless the present surprising most of time, they're negative surprises. So in the action for this mission, upload a screenshot of your trailer board, just like we did with the design set up that trailer board. Add that the couple screens that you need fill out the details and everything they need in there. And then we're gonna move on to to hiring them and managing an actual project. 41. How Do You Manage The Developer Test Project? (Followup): Here are some questions to evaluate how they've done on this test project. So they've completed it. Did they complete it within the deadline? Very straightforward. Do they include everything in the mock ups, They mean these air high resolution, detailed mock ups from the designer. There's no reason why they should have missed anything here. Did they offer suggestive suggestions for improvements saying, Hey, you know, this is actually going to cause, ah, whole lot of issues in the back end If we do it this way. What if we tried it like that? That's a good sign. Did they explain their development decisions thoroughly in each one of those things? This is why did this? Hey, this is why did this is gonna be faster, You know, in the future, when you have 10,000 users, this is why did this specific thing are there bugs or things not working? If if they say hey, it's done, they give it to you and the whole thing doesn't work. Usually I give them a little bit of grace on the 1st 1 say, Oh, you know, I didn't think this would have, but if things just continually don't work just in a test project, then that's a That's a big red flag. And the last one does the finished product look exactly like the mock up? If you have developers that have some front and experience, which I recommend ones that that they don't have to be designers, But they have to just make sure that what you gave them from the designer looks like it is on the static. Mock up looks like it is on the front finished product. Just take a look at it. One thing to do what I always do is go back to designer and say, Hey, is this up to your standards? Would there be any changes here and maybe they'll suggest some changes, but it should going forward, look pretty much like you gave them in the mock up. It's pretty cut and dried. Does it look like it? Does it not look like a yes or no? 42. How Do You Hire And Manage A Developer?: So you've done the test project. That may be the developer worked out. Maybe it didn't maybe had addition, another developer. But if you found the developer that you really like, you really get along with their doing great work. They did a great job on the test project. How do you hire and manage that developer going forward? So your main go here again is to reduce friction. You want to make sure that you give them all the tools. All the resource is if they need a certain service of they need you to enter their credit. Any your credit card in Amazon to set up the Web, host of server, whatever that whatever they need, give it to them so that they're not sitting around and waiting because that's that's the worst because it takes the momentum away from the project, and it just creates all kind of issues. It's same thing with designers be responsive. So if they ask a question, try to get back with them within 12 to 24 hours. The quicker you can get back to them, the quicker these things are going to move along, and they're and they're not gonna be stuck and waiting for you and then not have anything to do and not in the project gets delayed. So again, you're gonna be setting up your backlog in progress review and completed trailer board. Once you've moved into the actual real project, this is how it's gonna look. You're gonna have all these screens prime gonna be double this amount of screens, but you're gonna have all these screens here in review. In progress completed, you're gonna have each one of these filled out with all the necessary details. All of these things are gonna be updated as they go checking things off, you're gonna be able to see percentage of where they are. You're gonna know where you are in the budget. There's gonna be no surprises you're gonna be able to plan for If they say Hey, this is going to take another 20 hours. You can say yes or no or compromise on something that's maybe 10 hours. But again, it gives you complete visibility. So your there's no surprises that you thought you were gonna pay 5000 and now you're gonna end up paying 30,000 and you had no idea. So that's why? Doing this work up front having this organization having this process in place prevents you from losing all that money. The action for this mission is upload again. Upload a screenshot of your trailer board. Now that you've hired this developer, set up your trailer bored with all the high resolution mock ups and begin the process. Now you've now you're into it. Now everything has started to move. The train is moving forward. And in the next mission, we're going to talk about the actual launch. The exciting part, the part you've been waiting for this entire time. 43. How Do You Hire And Manage A Developer? (Followup): as this. As the project starts to move along, start getting progress. You start things start to get completed. Here's some things to keep in mind as this is going along as the performance of the developing either goes up or down or you're satisfied you're not satisfied. These air some things just to keep in mind as you go along. Are they meeting deadlines? Is pretty clear. Are they getting things done on time? And a lot of times these deadlines are agreed on by both of you. It's not like you're there like they're angry, boss, saying You need to have it done by this time. It's a lot of times it say, Hey, you know, when can we expect this to be done? So it's a very collaborative approach, but if they're not getting the things done that they said they were going to get it done by then, That's a That's a red flag. Are they getting the details right or is it sloppy? Again, Detailed is super important because if they're not detailed, you're gonna have to keep going back and forth and back and forth, and the back and forth is which cost is What cost you so much money? I've seen that over and over and over again. That the developer, it's very clear what they're supposed to dio. And then they get the details wrong. And now you have to keep telling them. So if you find that pattern of you have to keep telling them they're getting these details , right? That's also a red flag. Are they making improvements and explaining why? Just like a designer, if they're just a yes. Yes, sir. Yes, ma'am. And and they're giving you things that don't make sense. Because, look, if you haven't built software before, you don't know a lot of these things. And if they're not, suggest suggesting ideas like, Hey, this probably isn't gonna work like this, and they're just doing it even though they know it's wrong. That's also something you have to look out for Are their communication delays? This is a huge one. I worked with one developer where I would say okay, lets you know we're great on this. Okay, Gregory, I wouldn't hear from them for days, and it was my fault because I wasn't reaching out to them. I would just assume they were working on it. And the worst thing about this is that if you're not communicating regularly and you're on different pages and they do something, they come back four days later, after they built this giant feature and it was not at all what you were talking about. Then again, that's gonna cost you money. It's gonna cost times going to push the project back. Eso this next one are there repeating bugs that aren't getting fixed? It's OK if they're bugs, so don't freak out. If there's bugs, you report them, and it's very important how you report them to Don't say like, Hey, this is broken. It's not working. Say, Hey, I was on this chrome browser. I click this and then I click this and this is what happens. And so if as long as you're very clear about how how you created that bug, then they're gonna be able to fix that a lot quicker. But if they don't fix it and you're saying the same bug over and over again, that's something you have to look out for. That's definitely a red flag, and then the last one is eyes on you. Are you creating the scope creep. So there's a scope of the project that's defined. If you go in and say, Oh, I want to do this or let's do this or let's do this and you keep pushing it out, you're probably fine with most developers. They're going to tell you Hey, this is gonna push the scope out. So you have tow watch and have a discipline to say, OK, that's a really great feature, tohave, but do we really need it right now? And if the developers honest, they're going to say, Hey, this is gonna push it out like, three weeks, four weeks? So you have to consider that when you ask for what you think is a pretty simple thing, could actually push it out further and further and further. So just keep in mind and have that discipline to say Okay, we want to get to launch. Maybe this is an important work with your developer to create some compromise 44. Launch!: Now we are at the most exciting and nerve wracking part of this whole process. Starting the launch process. Starting the launch sequence that you've gone through the process, you've been managing the project within trail. Oh, they've been dragging things to the completed thing you've been testing. You've been, you know, reporting bugs and putting them back into tremolo and managing that whole process. And now it's time to start opening it up to two different types of people. And so you have Alfa launch, beta launch and public launch. Each one of these have gradually more and more people involved in testing. The Alfa launches internal team only. So it could be friends, family co workers, Mom, Dad, whoever it is some maybe some of your early customers or best customers, whatever. Just to go in and test it with them, understanding that things are probably gonna break. And so you're go. Here's to uncover unexpected bugs. There's no way that even the best developer can predict all the different permutations, all the different things that could happen. And you're gonna undercover some unexpected bugs. I get excited when you find them because it means that now the public when you do public launch that they're not gonna run into those bugs that you found them before you did that and then get feedback on these core features. So the friends are gonna give you feedback. Co workers are gonna give you feedback. Now here's the thing about about doing the hour for lunch. If you give it to Mom and Dad there, they're not your markets. You want to make sure if it's an internal team, they are obviously understand your market. If it's a friend and they understand the market, that's great or co workers understand the market. But just make sure it's somebody who's actually in your market and understands your market . Then we go to the beta Lancia beta launch. So this is where, um, I should say ideal ideal prospects who are early adopters. Thes are the ones who love using early software. I personally love using software early additions of software because now I get to have a voice into, you know, features and give suggestions and actually get implemented, which is really awesome. Get feedback from a cold audience. A lot of people in your beta launch they they've never met you, but they're excited about the possibility of you solving the problem and then find and fix those remaining bugs. And so you want to communicate with those those early adopters and say like, hey, you know, and make it a hunt. A lot of them love to find these bugs and report them because they feel like they're contributing to this project. Now we move on to the public launch. You may be building an email list. You may be doing some pre marketing on Facebook, and now you're ready to launch this and you're ready to open the sign up page for everyone . Don't make the same mistake that I did. One time we had a 10,000 person waiting list and my partner, John, sent out. We were just gonna do batches of 100 we ended up sending it out to all 10,000 people at once in a crash. The whole system and it was a disaster. So don't do that, Please. If you have a giant waiting list or whatever, just send it out gradually. And so you want to develop new features based on this feedback coming in, and they want to start putting support and help documents in place so that when things break that there's a proper channel, you're probably gonna do support in the beginning unless you hire someone on your team that could do support. And then it's time to start marketing. It's funny how I made this one little bullet point, but this is a job. This is an entire course alone just doing the marketing thing. But that's not where we're here. We're here to get you from idea to production to launch. So now the software is readyto launch. You've done all the work. You've understood the customer, you've understood the customer result. And now it's a never ending process. You're going to keep going. And so for this action, what is your biggest worry when it comes to launching, Maybe you haven't launched. Maybe you have lunch. What are the concerns like what? What is keeping you up at night about this launch and just type it in the box below 45. Launch! (Followup): I'm gonna give you some words of wisdom in this follow up. Patience is key. Every time I've sat down to design, software develops offer. It always takes way longer than I thought. So just expect that it's going to take longer. If you rush the process, you're gonna end up with really buggy software. That's not gonna work. And it's going to be a disaster. So understand it's gonna take a lot more time than you probably think communication regularly with early adopters. These are these. These are people that can help you and you're helping them and they're helping you and everybody wins. And to be sending out emails about new features that you've launched bugs that you fixed asking for feedback on specific features. If they're those excited early adopters and they believe in the vision of what you're doing and how it can help them, they will help you. We've had tons of early adopters that have been in a girl and to the process and have been with us for two and three years, and some of these maybe even five years and some of these software platforms I've worked on fix bugs quickly and communicate the status regularly. In the beginning, it's very important that you let the people using your software know a lot of people won't get upset about bugs as long as they know that you hear them as long as they they know that they're being heard that if something doesn't doesn't work, that you're there to fix it. They are very forgiving, especially if they understand that a human on the end and it's not just a robot get the core features working first before the new features don't be tempted. And this is a very strong temptation to be like, Oh, man, we're getting all these feature requests for this and that we should build this and this and this get the ones that are used the most and get them working flawlessly without bugs and improve them and making sure that they're working the most efficiently. And of all the other features, the ones that get the best results for customers. Make sure those air working before you start adding new things. Ask the early users why to find out the hidden reasons. I do this all the time. When I am speaking to an early adopter and they're saying, Hey, I want Oh, I wanna have I want to build a page like this, you know, like click funnels or like lead pages or Dragon dropping all this fancy stuff. And I used to be like home, and we don't have that great. They hate software. They're not gonna use it. Now I ask, why do you want to do that? Well, because of this Oh, well, why do you want to do that? Well, you know, because I just want to be able to collect the email address and just have my logo there. I'm like, Oh, well, we already offer that. You know, we could just do it using national, Okay. And so by asking that why you can find out the hidden reasons why they're asking you for that specific specific feature Don't just say, Hey, they've asked for this this feature. Let's just go build it Asked them why they want that specific feature because maybe they they don't even know that one of the features that would solve that problem even exists. So when you point that out to the mega oh, that existed the entire time. This is much better. And now I'm excited to keep going