How to Design an Informational Tool
- Establish the Idea.
- What question are we answering, or what task are we assisting with.
- Establish the name of the tool.
- Write out every variable that influences the answer or desired output.
- These are the input fields.
- Really think about this!
- This is important as only an expert or someone with knowledge of this tools theme would know every possible variable that would influence the decision. This is key to keeping our tools high quality.
- Also consider the type of input field that would make the most sense for that variable.
- Multi select options, text box area, dropdown style single select, checkboxes, number field, slider, etc.
- With this consideration, now also determine the options that the user would need to select. Best to go very detailed here.
- We will mostly know what we should use here so don't stress over it!
- Most Important part:
- Consider as many combinations and user scenarios as you can
- layer in your personal expertise by defining the required output that should be the result of those selected options.
- Ex) if user selects X (or X and A and B etc.) always recommend Y (or define in some way how we should continue)
- In some cases, we may not need intense amounts of logic, and we will do our part in constructing this as well.
- DO NOT stress over this as well, we are here to help you and make this as easy as possible for you!
- Define what you want the output to look like
- What should the tool produce
- A detailed write-up (what sections should we have), a chart or table, a simple numerical value, etc.
- We default to producing a fairly detailed output for most tools, and given you already know the tool you're designing you should already have a good idea of what the output should look like.
- Lastly, if you want the tool to have a specific persona we can get creative and layer in a personalized tone. Want it to sound like the way you speak? we can do that? Want it to talk like a pirate? we can do that too.
Make sure you go through all of this information and provide everything as detailed as possible in an email or form submission.
Like stated previously, don't stress over this process, we will help you! Once you build a tool or two, you'll be able to construct one in no time!