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tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk nl"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 640w, https://miro.medium.com/v2/resize:fit:720/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 720w, https://miro.medium.com/v2/resize:fit:750/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 750w, https://miro.medium.com/v2/resize:fit:786/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 786w, https://miro.medium.com/v2/resize:fit:828/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 828w, https://miro.medium.com/v2/resize:fit:1100/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 1100w, https://miro.medium.com/v2/resize:fit:1400/1*wFq2Z3I5zOEQvb07zHJo2w.jpeg 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="302" loading="eager" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Organising Design Work (Cover Image by <span class="je"><span class="je" aria-hidden="false"><a class="ob jf fe" href="https://medium.com/u/a94240008425?source=post_page---user_mention--6b9839d7adff--------------------------------" rel="noopener" target="_blank">Aakansha Menon</a></span></span>)</figcaption></figure><blockquote class="oc od oe"><p id="a999" class="of og oh oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">Update: <a class="af pc" href="https://www.figma.com/community/file/1119570359580533212/design-annotations-file-template-setup-2-0" rel="noopener ugc nofollow" target="_blank">Version 2.0 is here</a> with new components and detailed documentation. <a class="af pc" href="https://www.figma.com/community/file/956104597852044734/design-annotations-file-template-setup-1-0" rel="noopener ugc nofollow" target="_blank">Version 1.0 </a>is still in operation.</p></blockquote><h1 id="435f" class="pd pe gu bf pf pg ph hu pi pj pk hx pl pm pn po pp pq pr ps pt pu pv pw px py bk">The need for order in the chaos</h1><p id="4e5c" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">As designers, we work with chaos. By chaos, what I mean is the way we get to come up with solutions for real-world problems. Whenever there’s a challenge to solve, we first try to understand if the challenge exists for real people, and if it does, we think about the intricacies of the problem at hand — like the viewpoints that are not surfaced at the top, the un-obvious elements at play and so forth. With enough understanding of the problem, we move on to finding solutions as the next step. This step is the messiest of the lot — there are no definite ways to arrive at the right solution other than to experiment aplenty and iterate on those that satisfy the needs of real people.</p><p id="0b43" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">As a designer, you will also be using different design methodologies, and tools at every stage of the design process to figure things out. Sometimes, there is a need for divergent thinking and sometimes to converge. The job of a designer then becomes about how to approach a problem to arrive at a suitable solution — and these approaches aren’t linear or straightforward.</p><p id="213d" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">Thus, we establish that chaos is inherent and in fact enriching our everyday design work. Now that we are well aware of the chaos in the process of design, it’s time to confirm why we need order alongside the chaotic nature of the work we do.</p><p id="4c84" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><em class="oh">Situation 1: </em>Let’s say you are trying to find something that you are looking for from the dozens of design iterations you have made. Unless you have a photographic memory, it is easy to lose track of things after a while when you start working on multiple projects.</p><figure class="nm nn no np nq nr"><div class="qe jr l fj"><div class="qf qg l"></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">“900 years and counting — Still can’t find what I am looking for”</figcaption></figure><p id="0a72" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><em class="oh">Situation 2:</em> Let’s say the screens you have designed are in review. Someone from your team wants to offer you feedback on the designs you’ve made, but they find it difficult to navigate the file you’ve shared with them. They are also not sure of the nature of feedback to offer — functional or visual, in-depth or casual.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk qh"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*QRGehaH8CE0_0auSbbRRFw.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*QRGehaH8CE0_0auSbbRRFw.png 640w, https://miro.medium.com/v2/resize:fit:720/1*QRGehaH8CE0_0auSbbRRFw.png 720w, https://miro.medium.com/v2/resize:fit:750/1*QRGehaH8CE0_0auSbbRRFw.png 750w, https://miro.medium.com/v2/resize:fit:786/1*QRGehaH8CE0_0auSbbRRFw.png 786w, https://miro.medium.com/v2/resize:fit:828/1*QRGehaH8CE0_0auSbbRRFw.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*QRGehaH8CE0_0auSbbRRFw.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*QRGehaH8CE0_0auSbbRRFw.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="409" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">The Force can’t help with the disorderly mess</figcaption></figure><p id="dcd9" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><em class="oh">Situation 3:</em> Let’s say someone from outside of your team is accessing your design file. They can’t seem to find enough context about the problem that you’re trying to solve or the research that you’ve made to arrive at the solution at hand. It limits them the opportunity to find inspiration in the hours of work you’ve put in.</p><figure class="nm nn no np nq nr"><div class="qe jr l fj"><div class="qi qg l"></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Heart troubles trying to navigate and understand design files</figcaption></figure><p id="d3f9" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">These and plenty more of such situations that occur with every design project necessitates <strong class="oi gv"><em class="oh">guidelines for organising information </em></strong>(for lack of a shorter phrase). To better view, navigate, and digest the information by everyone that’s involved in a project, we need systems in place that can provide structure to the chaos. This means that we find a place for everything (including a place for disordered data) and have the available information described and connected well enough for future reference for everyone.</p><p id="5dc5" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">In this article, we will look at how to go about solving this ‘<em class="oh">organising information’</em> problem in a systemic way.</p><h1 id="ba05" class="pd pe gu bf pf pg ph hu pi pj pk hx pl pm pn po pp pq pr ps pt pu pv pw px py bk">The bottom-up approach of organising information (using Figma)</h1><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk qj"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*TYb0s72A7EmqlFDYk08ryw.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*TYb0s72A7EmqlFDYk08ryw.png 640w, https://miro.medium.com/v2/resize:fit:720/1*TYb0s72A7EmqlFDYk08ryw.png 720w, https://miro.medium.com/v2/resize:fit:750/1*TYb0s72A7EmqlFDYk08ryw.png 750w, https://miro.medium.com/v2/resize:fit:786/1*TYb0s72A7EmqlFDYk08ryw.png 786w, https://miro.medium.com/v2/resize:fit:828/1*TYb0s72A7EmqlFDYk08ryw.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*TYb0s72A7EmqlFDYk08ryw.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*TYb0s72A7EmqlFDYk08ryw.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="392" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Orders of information</figcaption></figure><h2 id="696d" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">First-order of information</h2><p id="395c" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">Every task that we carry out as designers result in data (aka output) that’s associated with the problem we are trying to solve. Let’s take an example that can live through this article for easy reference and explanation. Let’s say you are asked to come up with research and designs for a personal finance management application (single/multiple members can be working on this project).</p><p id="bab7" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">All of the output of this initiative belongs to the first order in the information structure. These include the research documents that we come up with, competitor research screenshots, solution explorations, the final design screens themselves, prototypes, UX audit screens, and so on. Think of them as the individual pieces of information that are ultimately looked up by anyone, but unclassified.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk qz"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*sHj9NVYutUsJaboc3Vu2AQ.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*sHj9NVYutUsJaboc3Vu2AQ.png 640w, https://miro.medium.com/v2/resize:fit:720/1*sHj9NVYutUsJaboc3Vu2AQ.png 720w, https://miro.medium.com/v2/resize:fit:750/1*sHj9NVYutUsJaboc3Vu2AQ.png 750w, https://miro.medium.com/v2/resize:fit:786/1*sHj9NVYutUsJaboc3Vu2AQ.png 786w, https://miro.medium.com/v2/resize:fit:828/1*sHj9NVYutUsJaboc3Vu2AQ.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*sHj9NVYutUsJaboc3Vu2AQ.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*sHj9NVYutUsJaboc3Vu2AQ.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="392" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">1st order — All data</figcaption></figure><h2 id="dcbc" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">Second-order of information</h2><p id="c244" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">In the second-order of information, there is <em class="oh">information about the information </em>(metadata). This means it provides information about the output we have come up with. In the context of <a class="af pc" href="https://www.zeta.tech/in" rel="noopener ugc nofollow" target="_blank">Zeta</a> (a payment-focussed company that has numerous initiatives), we have devised two types of metadata called <em class="oh">Projects</em> and <em class="oh">Activities</em>.</p><p id="7fc7" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><strong class="oi gv">Projects</strong> are the higher-level metadata that gives information about the initiative at hand, which includes relevant documents, people involved in the project, its goals, and related information. There can be different Projects for an initiative while designing a personal finance management application. For example, <em class="oh">‘research and designs for Savings’</em>, and <em class="oh">‘Tax Management’ </em>can be two (or more depending upon how you’d like to segment) Projects within the same initiative that we picked. Similarly, designing the screens for the <em class="oh">‘Indian market’</em> and the <em class="oh">‘US market’</em> can be two different Projects under the same initiative. The Project information is present on the first page of the file as it provides the best overview of how the work is segmented inside the file.</p><p id="2a6e" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><strong class="oi gv">Activities</strong> are the lower-level metadata that gives information about the work-streams or the different tasks that we do to complete a Project. All of the Activities are linked to their respective Projects with current statuses. Activities can begin with research and end in usability testing depending on what’s needed for a project.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk qj"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*qlxVprlz_GU0dEdCyJ1a2w.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*qlxVprlz_GU0dEdCyJ1a2w.png 640w, https://miro.medium.com/v2/resize:fit:720/1*qlxVprlz_GU0dEdCyJ1a2w.png 720w, https://miro.medium.com/v2/resize:fit:750/1*qlxVprlz_GU0dEdCyJ1a2w.png 750w, https://miro.medium.com/v2/resize:fit:786/1*qlxVprlz_GU0dEdCyJ1a2w.png 786w, https://miro.medium.com/v2/resize:fit:828/1*qlxVprlz_GU0dEdCyJ1a2w.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*qlxVprlz_GU0dEdCyJ1a2w.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*qlxVprlz_GU0dEdCyJ1a2w.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="392" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">2nd order — Meta data (Activities and Projects)</figcaption></figure><h2 id="a127" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">Third-order of organising</h2><p id="5d40" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">Activities can further be grouped into design stages. At Zeta, we have primarily broken down the process of design into 3 simple stages. <em class="oh">Understand, Build, and Test</em>. Everything else like <em class="oh">Overview, Local Components, Style Guide, and Archive</em> are given their respective places, separated out from the design stages.</p><p id="b448" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><strong class="oi gv">Understand</strong></p><p id="27b0" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">This stage has Activities that are taken up during the initial stages of design before they get picked for development. Like User Stories, Competitor Analysis, Journey Mapping, Information Architecture, and Mood-boards.</p><p id="5671" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><strong class="oi gv">Build</strong></p><p id="c947" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">This stage has the designs, prototypes, and presentations that will be used by the development/sales team for building the product/sales pitches. This stage covers the output of the Activities that are intended to be picked up for screen design discussions and development. They also include initial design explorations.</p><p id="7079" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk"><strong class="oi gv">Test</strong></p><p id="739a" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">This stage has all of the Activities that involve maintaining the quality of the end results from the Build stage, including UX Audits, and Activities that gather usability data on the designs or the research made. Measurement is key to any design process and this phase is dedicated to Activities that contribute to evaluating the design work.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk ra"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*55hQIg6qsDRPMWXk_CyXYQ.gif 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*55hQIg6qsDRPMWXk_CyXYQ.gif 640w, https://miro.medium.com/v2/resize:fit:720/1*55hQIg6qsDRPMWXk_CyXYQ.gif 720w, https://miro.medium.com/v2/resize:fit:750/1*55hQIg6qsDRPMWXk_CyXYQ.gif 750w, https://miro.medium.com/v2/resize:fit:786/1*55hQIg6qsDRPMWXk_CyXYQ.gif 786w, https://miro.medium.com/v2/resize:fit:828/1*55hQIg6qsDRPMWXk_CyXYQ.gif 828w, https://miro.medium.com/v2/resize:fit:1100/1*55hQIg6qsDRPMWXk_CyXYQ.gif 1100w, https://miro.medium.com/v2/resize:fit:1400/1*55hQIg6qsDRPMWXk_CyXYQ.gif 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="392" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">3rd order — Meta meta-data (Activities and Projects)</figcaption></figure><h1 id="4d01" class="pd pe gu bf pf pg ph hu pi pj pk hx pl pm pn po pp pq pr ps pt pu pv pw px py bk">Derived principles for the guidelines</h1><p id="8f47" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">With the multi-order approach of organising information in place, we came up with components that we found good use for. Looking back, there are certain principles that we focused on to come up with better guidelines and components for organising information in the design files. Let’s take a look at them.</p><h2 id="7a45" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">1. Flexibility to cover current use cases of initiatives</h2><p id="74d7" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">The initiatives at Zeta are varied in nature, like how it is in organisations that work on multiple aspects of design. We are not always designing an application. There can be diverse initiatives such as branding a product, adding a feature to an already existing product, and so forth. We wanted to make the guidelines work for all of the initiatives that are available currently and those that we can foresee with our current knowledge.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk rb"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*7DrO0S8uOdhkLISq6ODsmQ.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*7DrO0S8uOdhkLISq6ODsmQ.png 640w, https://miro.medium.com/v2/resize:fit:720/1*7DrO0S8uOdhkLISq6ODsmQ.png 720w, https://miro.medium.com/v2/resize:fit:750/1*7DrO0S8uOdhkLISq6ODsmQ.png 750w, https://miro.medium.com/v2/resize:fit:786/1*7DrO0S8uOdhkLISq6ODsmQ.png 786w, https://miro.medium.com/v2/resize:fit:828/1*7DrO0S8uOdhkLISq6ODsmQ.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*7DrO0S8uOdhkLISq6ODsmQ.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*7DrO0S8uOdhkLISq6ODsmQ.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="583" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Activities for different design phases and task statuses</figcaption></figure><h2 id="ebee" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">2. Uniform vocabulary</h2><p id="3734" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">Having a uniform vocabulary in the guidelines such as the notion of Projects and Activities helps build a cohesive understanding within the organisation whenever the files are being looked up by someone.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk rc"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*GPP-6qb2iKdX_pdD4nTCAg.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*GPP-6qb2iKdX_pdD4nTCAg.png 640w, https://miro.medium.com/v2/resize:fit:720/1*GPP-6qb2iKdX_pdD4nTCAg.png 720w, https://miro.medium.com/v2/resize:fit:750/1*GPP-6qb2iKdX_pdD4nTCAg.png 750w, https://miro.medium.com/v2/resize:fit:786/1*GPP-6qb2iKdX_pdD4nTCAg.png 786w, https://miro.medium.com/v2/resize:fit:828/1*GPP-6qb2iKdX_pdD4nTCAg.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*GPP-6qb2iKdX_pdD4nTCAg.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*GPP-6qb2iKdX_pdD4nTCAg.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="674" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Some components from the guidelines framework</figcaption></figure><h2 id="fb8d" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">3. Ease of implementation</h2><p id="784d" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">Some of us still think of organising information as an optional step. The benefits of organising can be huge for digesting information by other stakeholders (and ourselves) at any point. To reduce the efforts of the designers to sort out the information, we’ve created modular components and page templates that can be quickly implemented by copying and altering the text. This has made sure that the time it takes to organise and annotate is <em class="oh">significantly less</em> when compared to implementing an organising approach from scratch. There are also written instructions on how to segment Projects.</p><figure class="nm nn no np nq nr"><div class="qe jr l fj"><div class="rd qg l"></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Project Template</figcaption></figure><h2 id="ff15" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">4. Accommodation of all stakeholders</h2><p id="dfb0" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">Each one of us involved has different needs. Developers like to see the details of interactions and the visual elements. Product Managers and design reviewers need an understanding of which files to review and what type of feedback to provide. Design peers like to read the documentation and offer notes. Designers themselves like to be assisted with a checklist of things to do before wrapping up a project. We need to ensure that all of these use cases are easily executed using the guidelines system.</p><figure class="nm nn no np nq nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk re"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 640w, https://miro.medium.com/v2/resize:fit:720/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 720w, https://miro.medium.com/v2/resize:fit:750/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 750w, https://miro.medium.com/v2/resize:fit:786/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 786w, https://miro.medium.com/v2/resize:fit:828/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*DkyGEIW6Q3Tlp-uQLG5VkQ.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="453" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Feedback card and screen highlighter (that highlight the screens that needs feedback)</figcaption></figure><h2 id="5483" class="qk pe gu bf pf ql qm dy pi qn qo ea pl op qp qq qr ot qs qt qu ox qv qw qx qy bk">5. Room for continuous improvement</h2><p id="a72f" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">There’s always room for improvement for the guidelines to evolve. When someone faces an anomaly while using the guidelines, they need to feel free to share their feedback so they can be fixed in the upcoming versions. Our designers offer comments about the components that aren’t working well for their particular use case.</p><blockquote class="rf"><p id="40d8" class="rg rh gu bf ri rj rk rl rm rn ro pb du">These guidelines are called “guidelines” for a reason, they are not strict prescriptions but are good frameworks to follow for maximising the design outcome.</p></blockquote><figure class="rq rr rs rt ru nr nj nk paragraph-image"><div role="button" tabindex="0" class="ns nt fj nu bh nv"><div class="nj nk rp"><picture><source srcSet="https://miro.medium.com/v2/resize:fit:640/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 640w, https://miro.medium.com/v2/resize:fit:720/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 720w, https://miro.medium.com/v2/resize:fit:750/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 750w, https://miro.medium.com/v2/resize:fit:786/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 786w, https://miro.medium.com/v2/resize:fit:828/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 828w, https://miro.medium.com/v2/resize:fit:1100/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 1100w, https://miro.medium.com/v2/resize:fit:1400/format:webp/1*KQEvb8Pqo_4-9iad33yP4A.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px" type="image/webp"/><source data-testid="og" srcSet="https://miro.medium.com/v2/resize:fit:640/1*KQEvb8Pqo_4-9iad33yP4A.png 640w, https://miro.medium.com/v2/resize:fit:720/1*KQEvb8Pqo_4-9iad33yP4A.png 720w, https://miro.medium.com/v2/resize:fit:750/1*KQEvb8Pqo_4-9iad33yP4A.png 750w, https://miro.medium.com/v2/resize:fit:786/1*KQEvb8Pqo_4-9iad33yP4A.png 786w, https://miro.medium.com/v2/resize:fit:828/1*KQEvb8Pqo_4-9iad33yP4A.png 828w, https://miro.medium.com/v2/resize:fit:1100/1*KQEvb8Pqo_4-9iad33yP4A.png 1100w, https://miro.medium.com/v2/resize:fit:1400/1*KQEvb8Pqo_4-9iad33yP4A.png 1400w" sizes="(min-resolution: 4dppx) and (max-width: 700px) 50vw, (-webkit-min-device-pixel-ratio: 4) and (max-width: 700px) 50vw, (min-resolution: 3dppx) and (max-width: 700px) 67vw, (-webkit-min-device-pixel-ratio: 3) and (max-width: 700px) 65vw, (min-resolution: 2.5dppx) and (max-width: 700px) 80vw, (-webkit-min-device-pixel-ratio: 2.5) and (max-width: 700px) 80vw, (min-resolution: 2dppx) and (max-width: 700px) 100vw, (-webkit-min-device-pixel-ratio: 2) and (max-width: 700px) 100vw, 700px"/><img alt="" class="bh mq nw c" width="700" height="438" loading="lazy" role="presentation"/></picture></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Improving the framework through feedback and comments from design peers</figcaption></figure><h1 id="e7e7" class="pd pe gu bf pf pg ph hu pi pj pk hx pl pm pn po pp pq pr ps pt pu pv pw px py bk">Bonus outcomes of practising the guidelines</h1><ul class=""><li id="2061" class="of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb rv rw rx bk">While practicing the Project and Activity notion, we have progressed in quantifying the work in terms of which business/user need constitutes a Project in the context of Banking in Zeta. This outcome helps with identifying the resources, knowledge gaps, and tasks that are required for completing a design initiative.</li><li id="1816" class="of og gu oi b hs ry ok ol hv rz on oo op sa or os ot sb ov ow ox sc oz pa pb rv rw rx bk">While presenting the work to our teammates or others (which we do regularly in our sync-ups), it has become easier to highlight the importance of a Project or Activity without having to open multiple tabs of documents. As the work is thoughtfully organised, it presents itself better.</li><li id="c4c0" class="of og gu oi b hs ry ok ol hv rz on oo op sa or os ot sb ov ow ox sc oz pa pb rv rw rx bk">Developers and Product Managers can see the statuses of the tasks that are in progress, by not having to ask the designers every time. They communicate their needs accordingly, based on what’s visible on the files. Thereby, we’ve improved our asynchronous communication, which is one of the dire needs of working from home.</li></ul><h1 id="6490" class="pd pe gu bf pf pg ph hu pi pj pk hx pl pm pn po pp pq pr ps pt pu pv pw px py bk">In conclusion…</h1><p id="71d1" class="pw-post-body-paragraph of og gu oi b hs pz ok ol hv qa on oo op qb or os ot qc ov ow ox qd oz pa pb gn bk">The future of our guidelines system will involve testing the notions with all of the involved stakeholders and seeing if there are ways to improve.</p><p id="8f02" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">We have come to the end of the article. If you’re still not convinced about having a guidelines system in place for your team, let me ask you this. Which do you think is useful — an unorganised bunch of pages with information that is not cohesive or a book that is filtered and sectioned appropriately for the pleasure of your reading?</p><blockquote class="rf"><p id="78f4" class="rg rh gu bf ri rj rk rl rm rn ro pb du">Taking ten minutes to make design files less overwhelming will create a monumental change that’s built for scale in terms of effective knowledge absorption and collaboration.</p></blockquote><p id="cee3" class="pw-post-body-paragraph of og gu oi b hs sd ok ol hv se on oo op sf or os ot sg ov ow ox sh oz pa pb gn bk">If you are the only designer who has the access to the knowledge of your design projects, it’s time to spread your wisdom to others through efficient organisation and annotation of your design files which will be heavily beneficial and interesting to others in the team. That’s the genuine pitch.</p></div></div></div><div class="ab cb si sj sk sl" role="separator"><span class="sm by bm sn so sp"></span><span class="sm by bm sn so sp"></span><span class="sm by bm sn so"></span></div><div class="gn go gp gq gr"><div class="ab cb"><div class="ci bh fz ga gb gc"><p id="83f0" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">Thanks for taking the time to read! I hope you found this article valuable. If so, do let us know in the comments! Feel free to <a class="af pc" href="https://www.figma.com/community/file/956104597852044734/Guidelines-on-Organising-Work" rel="noopener ugc nofollow" target="_blank"><strong class="oi gv">access the community file</strong></a><strong class="oi gv"> (to duplicate) </strong>that has the components discussed in the article. You can improve them based on your organisation’s needs.</p><figure class="nm nn no np nq nr"><div class="qe jr l fj"><div class="sq qg l"></div></div></figure><p id="ef23" class="pw-post-body-paragraph of og gu oi b hs oj ok ol hv om on oo op oq or os ot ou ov ow ox oy oz pa pb gn bk">Feeling thankful to <span class="je"><span class="je" aria-hidden="false"><a class="ob jf fe" href="https://medium.com/u/4acc1a4e4abb?source=post_page---user_mention--6b9839d7adff--------------------------------" rel="noopener" target="_blank">Mustafa Quilon</a></span></span>, and Zeta’s banking design team for the help and assistance in the creation and adoption of the organising guidelines. Thanks to <span class="je"><span class="je" aria-hidden="false"><a class="ob jf fe" href="https://medium.com/u/b59d9418c84b?source=post_page---user_mention--6b9839d7adff--------------------------------" rel="noopener" target="_blank">Femke van Schoonhoven</a></span></span>, <span class="je"><span class="je" aria-hidden="false"><a class="ob jf fe" href="https://medium.com/u/d9ce9f6dba3e?source=post_page---user_mention--6b9839d7adff--------------------------------" rel="noopener" target="_blank">Mixpanel</a></span></span> designers, and the <span class="je"><span class="je" aria-hidden="false"><a class="ob jf fe" href="https://medium.com/u/bf1152b11387?source=post_page---user_mention--6b9839d7adff--------------------------------" rel="noopener" target="_blank">Figma</a></span></span> community members for inspiring us to work on this project through their own file organisation initiatives. ❤</p><figure class="nm nn no np nq nr"><div class="qe jr l fj"><div class="sr qg l"></div></div><figcaption class="nx ff ny nj nk nz oa bf b bg z du">Always moving forward.</figcaption></figure></div></div></div></div></section></div></div></article></div><div class="ab cb"><div class="ci bh fz ga gb gc"><div class="ss st ab jm"><div class="su ab"><a class="sv ay am ao" href="https://medium.com/tag/design?source=post_page-----6b9839d7adff--------------------------------" rel="noopener follow"><div class="sw fj cx sx ge sy sz bf b bg z bk ta">Design</div></a></div><div class="su ab"><a class="sv ay am ao" href="https://medium.com/tag/ux?source=post_page-----6b9839d7adff--------------------------------" rel="noopener follow"><div class="sw fj cx sx ge sy sz bf b bg z bk ta">UX</div></a></div><div class="su ab"><a class="sv ay am ao" href="https://medium.com/tag/design-systems?source=post_page-----6b9839d7adff--------------------------------" rel="noopener follow"><div class="sw fj cx sx ge sy sz bf b bg z bk ta">Design Systems</div></a></div><div class="su ab"><a 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Let’s take an example that can live through this article for easy reference and explanation. Let’s say you are asked to come up with research and designs for a personal finance management application (single\u002Fmultiple members can be working on this project).","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_20":{"__typename":"Paragraph","id":"809470e75abd_20","name":"bab7","type":"P","href":null,"layout":null,"metadata":null,"text":"All of the output of this initiative belongs to the first order in the information structure. These include the research documents that we come up with, competitor research screenshots, solution explorations, the final design screens themselves, prototypes, UX audit screens, and so on. 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This means it provides information about the output we have come up with. In the context of Zeta (a payment-focussed company that has numerous initiatives), we have devised two types of metadata called Projects and Activities.","hasDropCap":null,"dropCapImage":null,"markups":[{"__typename":"Markup","type":"A","start":183,"end":187,"href":"https:\u002F\u002Fwww.zeta.tech\u002Fin","anchorType":"LINK","userId":null,"linkMetadata":null},{"__typename":"Markup","type":"EM","start":45,"end":79,"href":null,"anchorType":null,"userId":null,"linkMetadata":null},{"__typename":"Markup","type":"EM","start":293,"end":301,"href":null,"anchorType":null,"userId":null,"linkMetadata":null},{"__typename":"Markup","type":"EM","start":306,"end":316,"href":null,"anchorType":null,"userId":null,"linkMetadata":null}],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_24":{"__typename":"Paragraph","id":"809470e75abd_24","name":"7fc7","type":"P","href":null,"layout":null,"metadata":null,"text":"Projects are the higher-level metadata that gives information about the initiative at hand, which includes relevant documents, people involved in the project, its goals, and related information. There can be different Projects for an initiative while designing a personal finance management application. For example, ‘research and designs for Savings’, and ‘Tax Management’ can be two (or more depending upon how you’d like to segment) Projects within the same initiative that we picked. Similarly, designing the screens for the ‘Indian market’ and the ‘US market’ can be two different Projects under the same initiative. 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All of the Activities are linked to their respective Projects with current statuses. Activities can begin with research and end in usability testing depending on what’s needed for a project.","hasDropCap":null,"dropCapImage":null,"markups":[{"__typename":"Markup","type":"STRONG","start":0,"end":10,"href":null,"anchorType":null,"userId":null,"linkMetadata":null}],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"ImageMetadata:1*qlxVprlz_GU0dEdCyJ1a2w.png":{"__typename":"ImageMetadata","id":"1*qlxVprlz_GU0dEdCyJ1a2w.png","originalHeight":3621,"originalWidth":6480,"focusPercentX":null,"focusPercentY":null,"alt":null},"Paragraph:809470e75abd_26":{"__typename":"Paragraph","id":"809470e75abd_26","name":"d674","type":"IMG","href":null,"layout":"INSET_CENTER","metadata":{"__ref":"ImageMetadata:1*qlxVprlz_GU0dEdCyJ1a2w.png"},"text":"2nd order — Meta data (Activities and Projects)","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_27":{"__typename":"Paragraph","id":"809470e75abd_27","name":"a127","type":"H4","href":null,"layout":null,"metadata":null,"text":"Third-order of organising","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_28":{"__typename":"Paragraph","id":"809470e75abd_28","name":"5d40","type":"P","href":null,"layout":null,"metadata":null,"text":"Activities can further be grouped into design stages. At Zeta, we have primarily broken down the process of design into 3 simple stages. Understand, Build, and Test. 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Looking back, there are certain principles that we focused on to come up with better guidelines and components for organising information in the design files. Let’s take a look at them.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_38":{"__typename":"Paragraph","id":"809470e75abd_38","name":"7a45","type":"H4","href":null,"layout":null,"metadata":null,"text":"1. Flexibility to cover current use cases of initiatives","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_39":{"__typename":"Paragraph","id":"809470e75abd_39","name":"74d7","type":"P","href":null,"layout":null,"metadata":null,"text":"The initiatives at Zeta are varied in nature, like how it is in organisations that work on multiple aspects of design. We are not always designing an application. There can be diverse initiatives such as branding a product, adding a feature to an already existing product, and so forth. We wanted to make the guidelines work for all of the initiatives that are available currently and those that we can foresee with our current knowledge.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"ImageMetadata:1*7DrO0S8uOdhkLISq6ODsmQ.png":{"__typename":"ImageMetadata","id":"1*7DrO0S8uOdhkLISq6ODsmQ.png","originalHeight":4922,"originalWidth":5917,"focusPercentX":null,"focusPercentY":null,"alt":null},"Paragraph:809470e75abd_40":{"__typename":"Paragraph","id":"809470e75abd_40","name":"b923","type":"IMG","href":null,"layout":"INSET_CENTER","metadata":{"__ref":"ImageMetadata:1*7DrO0S8uOdhkLISq6ODsmQ.png"},"text":"Activities for different design phases and task statuses","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_41":{"__typename":"Paragraph","id":"809470e75abd_41","name":"ebee","type":"H4","href":null,"layout":null,"metadata":null,"text":"2. 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Our designers offer comments about the components that aren’t working well for their particular use case.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_52":{"__typename":"Paragraph","id":"809470e75abd_52","name":"40d8","type":"PQ","href":null,"layout":null,"metadata":null,"text":"These guidelines are called “guidelines” for a reason, they are not strict prescriptions but are good frameworks to follow for maximising the design outcome.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"ImageMetadata:1*KQEvb8Pqo_4-9iad33yP4A.png":{"__typename":"ImageMetadata","id":"1*KQEvb8Pqo_4-9iad33yP4A.png","originalHeight":8400,"originalWidth":13440,"focusPercentX":null,"focusPercentY":null,"alt":null},"Paragraph:809470e75abd_53":{"__typename":"Paragraph","id":"809470e75abd_53","name":"8e00","type":"IMG","href":null,"layout":"INSET_CENTER","metadata":{"__ref":"ImageMetadata:1*KQEvb8Pqo_4-9iad33yP4A.png"},"text":"Improving the framework through feedback and comments from design peers","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_54":{"__typename":"Paragraph","id":"809470e75abd_54","name":"e7e7","type":"H3","href":null,"layout":null,"metadata":null,"text":"Bonus outcomes of practising the guidelines","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_55":{"__typename":"Paragraph","id":"809470e75abd_55","name":"2061","type":"ULI","href":null,"layout":null,"metadata":null,"text":"While practicing the Project and Activity notion, we have progressed in quantifying the work in terms of which business\u002Fuser need constitutes a Project in the context of Banking in Zeta. This outcome helps with identifying the resources, knowledge gaps, and tasks that are required for completing a design initiative.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_56":{"__typename":"Paragraph","id":"809470e75abd_56","name":"1816","type":"ULI","href":null,"layout":null,"metadata":null,"text":"While presenting the work to our teammates or others (which we do regularly in our sync-ups), it has become easier to highlight the importance of a Project or Activity without having to open multiple tabs of documents. As the work is thoughtfully organised, it presents itself better.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_57":{"__typename":"Paragraph","id":"809470e75abd_57","name":"c4c0","type":"ULI","href":null,"layout":null,"metadata":null,"text":"Developers and Product Managers can see the statuses of the tasks that are in progress, by not having to ask the designers every time. They communicate their needs accordingly, based on what’s visible on the files. Thereby, we’ve improved our asynchronous communication, which is one of the dire needs of working from home.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_58":{"__typename":"Paragraph","id":"809470e75abd_58","name":"6490","type":"H3","href":null,"layout":null,"metadata":null,"text":"In conclusion…","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_59":{"__typename":"Paragraph","id":"809470e75abd_59","name":"71d1","type":"P","href":null,"layout":null,"metadata":null,"text":"The future of our guidelines system will involve testing the notions with all of the involved stakeholders and seeing if there are ways to improve.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_60":{"__typename":"Paragraph","id":"809470e75abd_60","name":"8f02","type":"P","href":null,"layout":null,"metadata":null,"text":"We have come to the end of the article. If you’re still not convinced about having a guidelines system in place for your team, let me ask you this. Which do you think is useful — an unorganised bunch of pages with information that is not cohesive or a book that is filtered and sectioned appropriately for the pleasure of your reading?","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_61":{"__typename":"Paragraph","id":"809470e75abd_61","name":"78f4","type":"PQ","href":null,"layout":null,"metadata":null,"text":"Taking ten minutes to make design files less overwhelming will create a monumental change that’s built for scale in terms of effective knowledge absorption and collaboration.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_62":{"__typename":"Paragraph","id":"809470e75abd_62","name":"cee3","type":"P","href":null,"layout":null,"metadata":null,"text":"If you are the only designer who has the access to the knowledge of your design projects, it’s time to spread your wisdom to others through efficient organisation and annotation of your design files which will be heavily beneficial and interesting to others in the team. That’s the genuine pitch.","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"Paragraph:809470e75abd_63":{"__typename":"Paragraph","id":"809470e75abd_63","name":"83f0","type":"P","href":null,"layout":null,"metadata":null,"text":"Thanks for taking the time to read! I hope you found this article valuable. If so, do let us know in the comments! Feel free to access the community file (to duplicate) that has the components discussed in the article. You can improve them based on your organisation’s needs.","hasDropCap":null,"dropCapImage":null,"markups":[{"__typename":"Markup","type":"A","start":128,"end":153,"href":"https:\u002F\u002Fwww.figma.com\u002Fcommunity\u002Ffile\u002F956104597852044734\u002FGuidelines-on-Organising-Work","anchorType":"LINK","userId":null,"linkMetadata":null},{"__typename":"Markup","type":"STRONG","start":128,"end":169,"href":null,"anchorType":null,"userId":null,"linkMetadata":null}],"codeBlockMetadata":null,"iframe":null,"mixtapeMetadata":null},"MediaResource:e2c43c35388031057ff8cd5a5671e917":{"__typename":"MediaResource","id":"e2c43c35388031057ff8cd5a5671e917","iframeSrc":"https:\u002F\u002Fcdn.embedly.com\u002Fwidgets\u002Fmedia.html?src=https%3A%2F%2Fwww.figma.com%2Fembed%3Fembed_host%3Doembed%26url%3Dhttps%3A%2F%2Fwww.figma.com%2Ffile%2Fpl7J7Qmhc8p66qWAJGLMdU%2FGuidelines-on-Organising-Work&display_name=Figma&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fpl7J7Qmhc8p66qWAJGLMdU%2FGuidelines-on-Organising-Work&image=https%3A%2F%2Fapi-cdn.figma.com%2Fresize%2Fthumbnails%2F2426ceba-dc60-4877-98f6-550fd65ee67d%3Fheight%3D400%26bucket%3Dfigma-alpha&key=a19fcc184b9711e1b4764040d3dc5c07&type=text%2Fhtml&schema=figma","iframeHeight":450,"iframeWidth":800,"title":"Guidelines on Organising Work"},"Paragraph:809470e75abd_64":{"__typename":"Paragraph","id":"809470e75abd_64","name":"206d","type":"IFRAME","href":null,"layout":"INSET_CENTER","metadata":null,"text":"","hasDropCap":null,"dropCapImage":null,"markups":[],"codeBlockMetadata":null,"iframe":{"__typename":"Iframe","mediaResource":{"__ref":"MediaResource:e2c43c35388031057ff8cd5a5671e917"}},"mixtapeMetadata":null},"Paragraph:809470e75abd_65":{"__typename":"Paragraph","id":"809470e75abd_65","name":"ef23","type":"P","href":null,"layout":null,"metadata":null,"text":"Feeling thankful to Mustafa Quilon, and Zeta’s banking design team for the help and assistance in the creation and adoption of the organising guidelines. 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