Card Sorting your way to Your Business Information Architecture

As a business owner, a key challenge is how to organise and systematise your business information. The question is easier when you have less than 5 in your team. However as your business grows you’ll find your team has different ways of organising information – and that can lead to a big mess very quickly.

So when you are faced with the need and a project to drive this into shape, getting the information architecture right is a critical starting point.

However, getting started with information architecture isn’t necessarily that easy.

There is the enormity of information held in an enterprise.

Whether you believe in taxonomy  (a defined classification scheme) or folksonomy  (where users tag their own content) or somewhere in between, you can use a card sorting exercise to get you started in building clarity and consensus.

Card sorting involves:

1. Creating a list of up to 110 topic areas written on 3×5 cards
2. Assembling a minimum of 2 groups of people from the organisation in question who will be your “information customers”. 6 to 8 is a good number of people in the group to get plenty of interaction and not have one person dominate discussions.
   Participants in each group must be from a variety of business units within the organization and a range of levels from junior to senior. Aim to not have more than a one-person from a single business unit.
3. Getting going on the sorting exercise – developing main headings and then adding cards to each heading

The exercise aims to understand different perspectives on how to classify the information. so you need two card sorting team rules:

1. Every person’s point of view is valid
2. Anyone can shift any card
3. Every card placed or shifted should contribute to a wider understanding
4. The team decides collectively as they finish the task
5. Participants can create new cards for additional topics they deem important
6. When a group of cards that go together is formed, a yellow post-it note and group title is added

Allow 30-40 minutes for this exercise, then break for coffee. Each group then checks out how other groups have assembled their cards. This leads to further insight which allows you to complete the process.

I do like the tactile nature of card sorting. Every participant can grab a card, write their own cards, and physically move them around – they are physically involved.

However once complete, the content topics need to be typed up and an information hierarchy map created.

Online Tool For Card Sorting Exercises.

Optimal Sort

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