Taking a Look at Website Usability

In his latest book Rocket Surgery Made Easy, Steve Krug debunks the misconception that it takes a lot of money and resources to test your website for usability.  You can actually accomplish a lot in one morning a month by offering three users a relatively small amount to do basic tasks while you watch and listen.  So if this is so simple, why do so many sites suffer from what seem to be obvious usability problems?

  1. Testing is done, but with staff from your organization (to save money).  For the best results, you need to recruit users who are not already familiar with your company, product or services and who don’t have any vested interests in how to respond
  2. Testing occurs too late in website development process, when it is too late to address the issues that come up
  3. Management isn’t involved in the usability testing process, and as a result they don’t understand why its findings are so valuable
  4. Organization decides not to make changes until the next major site redesign;  as Steve mentions, often a minor tweak is enough to solve a problem
  5. There is confusion about what your major site objectives are;  this often causes your home page to have too much information and satisfies your internal departments but not your intended user audience
  6. Trying to do too much;  it’s best to focus on those issues which are causing confusion for the most users and are the most serious (not simply an inconvenience)
  7. Site design requires too many steps to complete most common objectives or provides too many distractions which take user off task

Many of us have looked at our website so often that we know how everything works, and where in the menu we need to go to find certain tasks.  But we are not our audience. Take the time to do some website usability testing, and you will be surprised how frustrated your users get trying to do simple things, like complete a financial transaction.  To learn more, read Steve Krug’s earlier book Don’t Make Me Think, and subscribe to updates from Jakob Nielsen’s UseIt.com site.

Jakob Nielsen on Non-Profit Web Site Usability

No one knows more about usability than Jakob Nielsen;  he recently tested nonprofit web sites and found that much can be done to optimize online giving.  Major points:

  1. nonprofit web sites are good at attracting new donations but less so in ‘sustaining long term donor relationships’
  2. potential donors primarily want information on the organization’s mission, objectives and work as well as how it uses donations but few nonprofits provide this information prominently on their home page, where many constituents begin (and may end) their research
  3. donations are discouraged by usability problems relating to page /site design and by poor content not optimized for the web

Not to my surprise, Jakob also mentioned how poorly large affiliate based organizations integrate national web sites with local chapter sites, saying that most looked ‘completely different’ from the main web pages.  At my organization, we provide templates to insure some level of consistency, but there still isn’t enough coordination to insure consistency with our national site.

This report shows the value of doing actual user testing, not just asking others in your nonprofit what they think users want.  Don’t wait until you’re ready to do a full web site redesign, which for many of us may not happen very often.  Use inexpensive tools such as 4Q and SurveyMonkey to learn how your web site can be improved.

Jakob’s full report is available here.

Notes from Convio Summit

This week I attended my first Convio Summit in Austin, Texas.  Probably the most valuable part was the first day, where I joined many other national accounts for an unusual opportunity to work directly with Convio’s senior management in critiquing the product and discussing future plans.  I was most gratified to hear about the firm’s commitment to improving product usability, both on the back and front end.  Since I train and support staff nationwide for my nonprofit organization, I often get questions about what modules to use for what and why the screens are sometimes difficult to understand.  A good definition for usability was provided by Jim Killion of is7: “make it easier for people to do what you want them to do.”

More highlights:

Convio’s new Common Ground is designed to ease the pain of integration by providing a platform that will support both online and offline transactions.  Although a new offering, Common Ground uses the well established SalesForce platform and is built to interface well with Convio’s online product.  However, the availability of this product does not mean that Convio will stop building integrations for other fundraising software solutions.  I also spoke with Convio’s data integration director – connecting with other systems is clearly something that Convio has devoted substantial resources to.

I also spoke at length with Convio’s new Director of Client Support, who plans major changes in how calls are tracked and handled as well as eliminating the current need for multiple login into multiple systems.

Multichannel fundraising / marketing was a major theme. CARE and Defenders of Wildlife (which won an award for their use of integrated strategies) both spoke about how they’ve seen optimal results from campaigns that span offline and online channels.  While changing your organization to operate across channels may not be easy to implement, the payout clearly seems worth the effort.

Several speakers agreed that social media may not currently result in a large fundraising impact, but that it’s still important to participate because it’s where constituents are spending time and finding a sense of community and like-mindedness.  Beth Kanter is the expert on this topic, leading Nten’s WeAreMedia.

A fascinating session on how to structure your organization for online success reviewed results from a recent survey responded to by over 60 nonprofit organizations to date.  Not surprisingly, ‘insufficient staff’ and ‘budget constraints’ were viewed as the largest barriers, followed by ‘senior management doesn’t understand value of integrated / online marketing.’  Organization structure for online strategy was mixed: 20% centralized, 39% decentralized and 41% hybrid (combination of both).  However, Marketing & Communications was named as the department which most often handles this function, followed by Development and Information Technology (agreeing with what I’ve said previously in this blog).

Many nonprofits were recognized for their innovative use of online strategies.  Particularly noteworthy was the Trisomy 18 Foundation which received an award for best overall use of Convio.

Convio’s Misty McLaughlin discussed building a ‘top notch user experience,’ offering Three Things You Can Do Today:

  1. Use analytics – in addition to Google Analytics, take a look at CrazyEgg
  2. Interview some site visitors
  3. Profile how your nonprofit is perceived by others by regularly searching for your organization on Google, by reviewing blogs, Facebook and Twitter
Judi Sohn of the Colorectal Cancer Coaliton provided a fascinating review of her creation of the microsite Cover Your Butt to spotlight colorectal cancer and to gain support for several legislative initiatives, also using a variety of social networking tools.
Thanks to Gene Austin and the Convio staff for a very rewarding conference.

Notes from Project Management Professional Development Day

On Sep. 19 I attended the NYC Project Management Institute‘s Professional Development Day.  Below are some of my takeaways:

Donald Gardner, Gardner Project Integration Group suggested that we avoid assuming that project team members and stakeholders are “just like us,” stressing the importance for different styles of communication.  In dealing with virtual teams, he suggested the simple step of posting pictures online to get to know people better who you may never meet in person.  (In my support of nonprofit staff across the US, I may not even say hello to someone when we do have an opportunity to meet because I have no idea of what they look like, only their voice.)  He also suggested we not sayto someone, ‘come back to me if you have a problem.’  Most people won’t – you have to reach out to them.

Lisa DiTullio, Lisa DiTullio & Associates, described her role in restoring Harvard Pilgrim Health Care from the brink of collapse to industry leadership using project management.  This was especially interesting to me, as I’ve previously spoken on how nonprofits can make better use of project management techniques.  Lisa suggested usng simple project tracking tools, using green/yellow/red to quickly summarize a project’s status.  When I asked how to move to a more collaborative organizational culture which allows project management to succeed, Lisa pointed out that Harvard Pilgrim Health Care almost went out of business before they could change their styles of interacting.  Responding to a criticism I sometimes hear about project management, Lisa described PM as not a way to introduce more work, but a way to change the way work is done.

Ronnie Battista, MISI Company spoke on one of my favorite topics – usability.  Ronnie suggested that users be involved in all stages of project planning and implementation, not just at the beginning.  He asked, “When is the last time you talked to a user,” adding that 85% of usability problems can be solved by speaking to five users.  I agree – nonprofits often put too much emphasis on what staff members think, and not enough on interacting with their target audiences.  Jakob Nielsen has long been the authority on this topic.

Why do projects fail?  Lou Gasco, Muto Performance.offered ten reasons why.  A few highlights:

  • ‘spontaneous requirements’ (a.k.a. scope creep) – adding in more requirements after the project scope has been defined
  • ‘invisible’ requirements’ – no one has taken the time to define what the project will specifically achieve
  • disappearing sponsor – project sponsor can’t be reached or otherwise loses interest in project
  • minimal / nonexistent testing – testing isn’t considered an integral part of project implementation

Thanks to program speakers for their valuable insights and to PMI for putting this event together.