High-level principles to guide the design and decision-making process.

Be guiding

• Be guiding while also giving users the freedom to go at their own pace
• Show what’s coming up next
• Make help readily accessible for those who need it
• Ask questions in plain language

Be clear about what is expected

• Anticipate questions and provide answers
• Only ask for what’s necessary
• Share specific examples

Do the hard work to make it simple

• Do the math for them
• Make it hard to make mistakes
• Check the inputs and indicate potential issues

Put everything in context

• Keep conversations in the context of what’s being referenced
• Organize related information together
• Follow an intuitive workflow