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Readability: Design for comprehension a critical vocabulary for recognizing and demanding better functional communications Matt DuBeau Strategy Director, Customer Experience

Readability: Design for comprehension

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A critical vocabulary for recognizing and demanding better functional communications

Text of Readability: Design for comprehension

  • 1. Readability:Design for comprehensiona critical vocabulary for recognizing and demandingbetter functional communicationsMatt DuBeauStrategy Director, Customer Experience

2. Readability:Design for comprehensionPurposeful manipulation ofdegrees imagesignstext and of recognizable differences 3. Readability Context- Alignmentsupporting, recogniz to supportable graphic order and relationships Intuitive but not slavishly conventional way-finding Juxtaposition of related elementsSee it go Look, said Dick. See it go. See it go up.EmphasisestablishedJane said, Oh, look! See it go. See it go up.with minimumWell-modulatedUp, up, said Sally, Go of up, up.degree up, spacingdifference 4. Critical vocabularyAlignmentEmphasisScaleCollocationModulationHierarchy 5. alignmentThere is no order without alignment. 6. emphasisWhen everything is emphasized,there is no emphasis. 7. scaleBIG DOES NOT EQUAL EASY TO READLegibility is key to readability 8. scale 9. scalePeople read from left to right,and sometimes need to find their wayback. 10. collocationPut related things near each other Likely triggers with desired actions Explanations with the terms they explain Items in series or parallel levels 11. modulationScaleSpaceLine qualityColor 12. hierarchy1. Identity2. Purpose and context3. Required reaction4. Summarized history bearing on current status5. Explanation of history and status relative to entirety of relationship6. Contextual rules and agreements7. Alternate reactions 13. Critical vocabularyAlignmentEmphasisScaleCollocationModulationHierarchy 14. ReadabilityDe-sign.Eliminate irrelevant syntactic system as potentialEstablish as small adifferences to controlpossibleinterpretation.to encompass necessary hierarchical relationships. 15. Readability?ReadabilityComprehension = Efficiency = $ 16. Critical vocabularyAlignmentEmphasisScaleCollocationModulationHierarchy 17. Account DetailACCOUNT NUMBER(14 digits) ACCOUNT NAMERELATIONSHIP TEAM PREFERREDROLEPACE NUMBERCONTACTTrust Officer*Trust Assistant1Portfolio Manager, PPSquestions?Strategic Portfolio Manager, PPS2PCM*PCA*Other*Required1Required to provide name of PPS, PM, or Field based PM. 2 Required if utilizing Team Model.What is the Line of Business (LOB)? Private Bank Middle Market InstitutionalInstitutional Advisory Solutions LOB # CORE A-PWM (Emerging Wealth) Philanthropic Management LOB #What is the Minor Account Type?What was the source of the client referral? BAI Commercial Bank Existing US Trust Client External Advisor (Attorney, CPA, etc.)GCIBPremier Retail Bank Self SourcedOtherProduct Line Team Code (4 digits)Tier Level / Relationship Revenue:> $25,000 Revenue (1)Specify the Primary GCI Number < $10,000 Revenue (3)Specify the Family GCI Number$10,000 - $25,000 Revenue (2)What is the Estimated Termination Date?//and applicable Termination Reason?What is the Termination Provision?Death of the Grantor Partial Termination at stated AgesDeath of the Inc Bene (or other measuring life)Reference to happening of a stated eventDynasty Trust in Perpetuity (Dynasty/Charitable) If Trust assets become deminimusIf applicable, indicate the tax-qualifying county for this account.If this account is part of a relationship, provide the primary PACE Account number:Please indicate the main account for combined tax reporting:If this account is part of a relationship, provide the PM Relationship ID:What is the governing state law for this account? (specify)Does this fiduciary account have an assigned Tax ID number?Yes (specify) NoApplied for by outside party(provide number and attach proof of number):Probate (Estates): Answer the following questions if this is a probate (estate) account.What month will the tax year end? (NOTE: The default is 11 months after the date of death)Specify Investment Objective: Principal Preservation (10)Balanced Income (11) Current Income (12)Balanced (13)Balanced Appreciation (14) Appreciation (15)All Equity (16)Balanced Return (22) Account Considerations (18)All Real Estate (48) All Fixed Income (17) No Investment Responsibility (N/A 90)To Be Determined (91)All Oil and Gas (49)00-42-0092NSBW 07-20111 18. thank you