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Staff Journal: Layout Design

Youth Unlimited is an organization designing a revised version of their yearly staff journal

Context

  • I had been hired in 2019 to lead a design a team of three in the production of a 200+ page staff journal, being distributed to approximately 80 staff members

  • The end product was well received, and client returned in 2020 with an updated list of requirements for a new version of the journal to be produced

Scope & Challenge

  • Client completed internal research on the original version of the journal and I joined the process after this phase

  • A team was assembled with myself leading two staff members through the process from July-September 2020

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The original staff journal created in 2019

Key Roles & Skills

  • Layout Design: managing the user experience of each page

  • Project Management: communicating lead times to team

  • Design Ideation: leading meetings to develop affordances

Tools Used

  • Adobe Illustrator: wireframing and graphic element creation

  • Adobe InDesign: layout design ideation and final export

  • Google Sheets: formatting data for personalized content

Process

Client Internal Reanalysis
Defining Deliverables
Design Ideation
Launch & Accomplishments
Client Internal Reanalysis

-Journal user feedback

-New journal decided upon

-Unpacking client research

-Aligning to define problem

-Iterative mockup creation

-Team brainstorm sessions

-Print production handoff

-Client satisfaction

-User feedback collected

-Potential 2021 version

Accomplishments

  • The new version of the journal was successfully produced & well received by staff

  • All of the client’s desired revisions to the original were able to be implemented

  • New journal is approximately half the size in terms of dimensions, weight and 

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New version of the journal (inside)

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Journal cover and booklets laid out

Defining Deliverables

  • Time to align with the client on defining key problems before potential solutions are developed in the ideation stage

Client Research

  • The client organization has completed an internal reanalysis of the first version of the journal

  • They have also informed me of their user research and feedback to incorporate into the updated version

User Feedback

  • Users reported the first version of the journal as being comprehensive, but a little too large to navigate as quickly as they would have preferred

  • Prominent reflection section can be made more concise if the user records their answer in an external notebook

  • New version of the journal will have all pages reformatted for a smaller overall size, as well as a modular concept with several separate booklets

  • This section will have its user experience/layout reassessed to accommodate for the removal of interactive white space

Major Changes

Finalizing Technical Specifications

  • Client provides a table of contents for each modular booklet; this information is confirmed via Google Sheets

  • New page dimensions for the booklets must be sent to the printer, as we need to confirm these technical constraints

  • Before we can move to the ideation process, we must finalize the grid for the journal’s two-page spread

  • Red area denotes an exclusion zone that will be free of graphics, as per the client's production requirements

  • Blue area has been provided by the printer as the recommended exclusion zone to avoid the booklet seam

  • Green area is the safe space where we will be able to work within during the upcoming design ideation phase

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Design Ideation

  • I guided the design team through an agile, iterative process to revise each separate booklet within the new staff journal

  • Below is an example of the decision making process, taking an in-depth look at the redesign of a weekly reflection page

Original (2019) Reflection Page Design

  • This is the original version of this section: one of several two-page spreads for six unique weekly reflection pages (we are looking at just one here)

  • Users were meant to write their responses to questions in the blank areas between questions

  • This spread is not to scale with the following new versions, and sports a more elongated aspect ratio

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Preliminary (2020) Mockup

  • The new form factor is smaller overall, and most importantly it features a much stockier aspect ratio

  • Major change on these pages is the removal of the write-in space for responses, so that only one copy of each of these reflection pages would be necessary

  • The questions are thusly redesigned to be more "self-contained", and this is further reinforced by the iconography watermark filling in the white space

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First Mockup Revision

  • The iconography watermark was removed as its function was deemed to be redundant, given that it is already clear that the user is not to write within the notebook itself

  • The exclusion zone for graphical elements around the border of the page also made the element look awkward

  • A cleaner look also reinforces a focus on the content of the page, as there are less distracting superfluous elements

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Second Mockup Revision

  • Identified that users may need a reference for which question is being answered in order for them to keep track of responses in the external notebook

  • Questions were therefore given numbers at this stage, and the layout shifts ever-so-slightly to accommodate for this

  • The client also requested a label for the week number, as these pages are one of six distinct weekly reflections

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Third Mockup Revision (Final Version)

  • Week number label was modified to enhance usability by increasing visibility

  • Question numbers are made more prominent by removing "reflection" label text

  • Colour for this page slightly altered as it previously was harder to distinguish from week 4 (shown below)

  • Responsive layout developed across all six weeks, as a variable amount of content needed to be considered (two examples shown below)

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Launch & Results

Accomplishments

  • The new version of the journal was successfully produced & well received by staff

  • All of the client’s desired revisions to the original were able to be implemented

  • New journal is approximately half the size of the original in terms of page count, dimensions and weight

  • Received a personal copy of the journal as a token of appreciation by the client

  • Client returned with very positive user feedback in 2021 and they intend to develop an updated version

  • I participated in the initial stages of development 2021 journal to help onboard the client's new team to the project

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A printed weekly reflection page

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Process In-Depth

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