May 25 2010

Balsamiq Mockups Publishing Checklist

Published by at 8:33 am under Checklists

Balsamiq Mockups is a great tool to easily prepare mock-ups for desktop and web-based applications (and iPhone too). It’s also a great tool for preparing a wire frame during a website redesign project. The hand-drawn style of Mockups helps the client understand that this an initial draft of the layout for the site and not (yet) a design mock up for review.

When exporting a mock up to share with the client your correspondent uses this checklist to ensure the wire frame is presented professionally:

  1. Export it as a PDF, not a PNG. PDFs always open in Acrobat and work on Windows, Mac, Linux and Google Mail. PNGs do not reliably open in an application that offers easy review.
  2. Delete the bookmarks that Mockups creates in the PDF.
  3. Change the properties of the PDF so that the bookmarks pane does not open by default.
  4. Add a header to the PDF with the project title, wire frame title, date and version number.
  5. For multiple page wire frames add the page number in the footer.

This easy five-point checklist will ensure a nice, professional looking client-friendly document every time!

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