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Information Architecture — Method and Deliverable Templates

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Information Architecture — Method and Deliverable Templates

The fixed frameworks and output shapes that make IA results repeatable. Run the method, then fill the matching deliverable template verbatim — the structure does not change per request.

Contents

The four IA systems

Rosenfeld and Morville’s four systems are interdependent — a change in one ripples to the others. Audit and design all four, not just navigation.

  • Organization — how content is grouped (by topic, task, audience, or sequence).
  • Labeling — what each group and link is called.
  • Navigation — how a user moves between groups.
  • Search — how a user queries when navigation fails.

Cognitive grounding

  • Miller’s 7±2. Working memory holds 5–9 chunks. Cap each navigation level at 7±2; beyond that, items drop out. Chunk deliberately.
  • Cognitive load (Sweller). Extraneous load blocks comprehension. Reduce it with consistent labels, progressive disclosure, and clear parent-child relationships.
  • Mental models (Norman). The user’s model must match the system’s. When they diverge, users blame themselves and fail silently. Label and group to match how users already think.

IA audit deliverable

Use for “what is wrong with how this is organized?” Fill every section.

1. Scope and jobs

  • What was audited (the surface, its boundaries).
  • The three most common jobs users arrive with.

2. Findings

#IssueArrival pathPrincipleSeverityRecommendation
1The specific findability problemSearch / nav / direct linkThe principle it violatesHigh / Med / LowThe concrete fix

3. Object model

The domain nouns the structure is built on — see OOUX object model.

The proposed taxonomy and navigation, with each level capped at 7±2 and a one-line rationale per grouping.

5. Validation plan

The test that would confirm the fix — see Validation methods.

IA design deliverable

Use for “how should this be organized?” Fill every section.

1. User jobs

The three most common jobs users arrive with, in their words.

2. Object model

See OOUX object model — the nouns come before any menu.

3. Taxonomy and navigation

The grouping and the nav structure. Each level ≤ 7±2, with a rationale per group and the depth justified.

4. Labeling

ConceptLabel (user language)Why this label
The thingWhat the user calls itThe evidence — a search term, a support ticket, a card sort

5. Wayfinding

Breadcrumbs, the search-plus-navigation relationship, and the consistency rule (nav label = page H1 = tab title).

6. Validation plan

See Validation methods.

OOUX object model

Name the objects before the screens. For each object, list its attributes and its calls-to-action.

ObjectAttributesCalls-to-action
The noun (e.g. Project)The fields it carriesWhat a user can do to it

Validation methods

  • First-click test. Where do users click first for a given task? A correct first click strongly predicts task success.
  • Tree test. Can users find an item in the proposed hierarchy, without visual design to help?
  • Search-query audit. Do the real query terms match the labels? Mismatches reveal the user’s vocabulary.
  • Card sort. How do users themselves group the content? Open sort for discovery, closed sort to validate a proposed taxonomy.