Using UX and IA Methods to Re-Organize a Local Food Pantry October 28th, 2016 Eric Hirsh, Senior Sales Engineer Eric Hirsh, Senior Sales Engineer Eric Hirsh, Senior Sales Engineer Read More About Eric Eric Hirsh, Senior Sales Engineer I am very grateful to work for a tech company that places such a high value on community service. Bronto and its parent company NetSuite give each employee 16 hours of paid time off to be used towards volunteering at either some Bronto-sponsored charities, or other charities of your choice. Yesterday I volunteered with a mixed group of 10 engineers, marketers, and sales reps went to Urban Ministries of Durham to do things like sort through clothing donations. I ended up in a small group with two of our kickass engineering project managers, Laura Bowman and Rebecca Larkin-Martinez, and we were tasked with something different – to design and document (but not implement) a re-organization of the food pantry. Problem Statement Gin Jackson, Director of Community Engagement, explained to us that instead of the usual re-stocking of the pantry, we’d be addressing some recent challenges with meeting the needs of UMD’s clients. The listed types of cans and foodstuffs that UMD accepts had remained unchanged for many years The way those things are physically organized in the room with shelves designated as the ‘food pantry’ had shifted in an ad-hoc fashion over the years, with hand-written labels taped on top of older labels In contrast to the donation list, donors had been giving items with no category (like granola bars, ketchup, raisins). Volunteers resorted to making a place in the corner of the pantry called “Crazy Shelf” with no defined process for giving out any of those items. Most of these items ended up in storage and then in the trash. Thus, UMD has come up with a list of 20+ new items that they will officially suggest Which means that how those items are stored and organized in the food pantry needed to be updated. Requirements Gin showed us two important things. First, here is the representation of how items are currently organized in the pantry: Second, here is a mixed list of both the existing and the new items that will be accepted and need a place to live. We had to use a colored marker to signify what on the list was net-new. Here are Gin’s constraints and suggestions Cannot move shelves, must use existing layout and hardware Want to “keep what’s working” about the current organization and figure out how to fit in the new items Need to recognize that a lot of the new items are very bulky (paper towels, disposable diapers) In our three hour timeslot we were welcome to physically move around cans to test theories but we would have to put everything back because UMD needed more time to implement actual changes But the most important information we got was about the food pantry users. The food pantry relies almost exclusively on volunteers most of these volunteers are elderly that implies layout constraints like not putting heavy cans on the top shelves Most importantly, Gin explained that these volunteers are very adverse to change even minor changes to processes in the past often resulted in complaints volunteers come in twice a month, some have been doing this for years. they get disoriented if cans are in different places one time, two volunteers went so far as to quit because of process changes Thus, we could not offer a re-organization that was radically different from the current design We had time to ask some more questions about how UMD operates, but then Gin had to run to a meeting and we three were alone in the pantry. Rebecca found post-it notes and pens in a drawer, which are, like, desert island items for a UXer, I think. Those were about to come in handy… Our Process Even though the three of us had not ever worked as a group before, we got along well. Each of us spent a few minutes walking around the pantry, looking at the existing cans on the shelves, the labels, the height between shelves. We eventually realized that merely talking it out wasn’t going to be enough. Looking at the piece of paper with all the new items and then looking around the room was overwhelming. We needed tools and processes. Back in August my wife and I attended an ExploreUX Raleigh meetup called “A Day in the life of an Information Architect.” Amongst other things, Julie talked about cart sorting. Laura, Rebecca, and I found it very helpful to hold tangible post-it notes and re-arrange them in a spatial way, trying out different orders and hierarchies. We discovered a few things: The existing methodology had three hierarchical levels: category (vegetable), subcategory (green vegetable), item (peas, green beens) Some of the new donation items formed an entirely new category (household) Many of the items sat at the item level under a new subcategory (“baking mixes”) which fit under the category “grains” Here is a picture of us working with the post-it notes: After this, we looked at the shelves arranged around the room and tried to reconcile the basic ordering of items with The amount of shelf space needed for each item (depending on its importance, popularity and packaging dimensions) The location of each item on the various shelves from low to high The fact that the shelving units were mismatched in width and in height between shelves The existing labels written on the shelves that suggested current (proven?) space allotments That took awhile. Thank goodness we had physical shelves and physical items (tall boxes of cereal, short tins of oats, 14oz cans, 28 oz cans) to play with. Once we felt decent about a layout, we used post-it notes placed on the actual shelves, representing the future suggested location of an item. Like this: Deliverables Given how busy Gin and her colleagues are, and how many volunteer groups come and go, we knew we needed to leave behind something that clearly communicated our suggestions for improvement. Revisions and ultimately implementation would not be up to us – we were merely trying to be as helpful as we could in breaking down a problem in the three hours that we could spend at UMD. Verbally describing our ideas to Gin would have been insufficient. So we created not one but two deliverables. One was a representation of the new suggested order that looked like the original bulletin board – not spatial but merely hierarchical. I don’t have a picture of it, but it was basically our post-it notes all prettied-up. The second deliverable is what excites me the most, it’s the thing that we knew would articulate our ideas long after we were gone. We created a sort of scale model / crude architectural drawing / layout map of the exact shelves and their location in the room and annotated it with ideas about what could go on what shelf. This visual representation could express order, placement, AND space allocation. Dare I say this was a wireframe? I have terrible handwriting, so Laura and Rebecca worked their magic: User Feedback No blog post claiming to liken a non-software thing to a UX thing can hold its ground without some mention of feedback or testing. We did that too. In that, we showed the map to Gin and let her talk it out loud while looking at the actual shelves. Her verbal feedback confirmed acceptance criteria in some places and surfaced edge cases in others. What the ensuing conversation surfaced was the need for more storage space in the food pantry. You can’t add 20 new items to the same amount of space and expect it to work out. Especially the toilet paper and diapers, they take up a lot of space, and would be very annoying to have to constantly restock. Perhaps Gin might have suspected this, but seeing the results of our exercise really made it clear how much the real challenge was going to be more storage space even more than working through change management with the volunteers. As we all sat and brainstormed, it seemed possible that a section of wall across from the refrigerators could be outfitted with shelves. And Gin admitted that no one really uses the bulletin board, so that wall could also be filled out with shelves. And because Rebecca is awesome, and kind, and a farmer, and a maker, she volunteered to build some shelves. Conclusion I had a lot of fun going to Urban Ministries of Durham yesterday. Not that I disdain the usual tasks that can be done while volunteering there (making bagged lunches, sorting clothes), but it was novel and maybe even providential that a tech enthusiast and two PMs ended up doing knowledge work all afternoon. I hope Gin felt at least a slight burden lifted off of her shoulders with our attempt at a solution. It was fun documenting our process in pictures as we went along, but I write this post not to extol our volunteering virtues or shout from the mountaintops that I am some sort of IA expert. I do think, though, that this demonstrates that there is such a thing as “everyday UX” – finding design approaches in all things, not just in disruptive esoteric software startups. This post was originally published by Eric on his blog.