Phase 1 — Frame the surface
Does existing surface work exist — working code, deployed UI, copy, visual designs? Or is the surface not yet started? If not yet started, skip to Part 2.
Phase 2 — Vocabulary and language
Take the ubiquitous language list from the conceptual model. Ask the designer to share surface copy — labels, headings, button text, error messages, notifications, help text.
Check every term. Flag:
- Direct violations — a model term used incorrectly or inconsistently ("Account" in one place, "Workspace" in another)
- Unlisted terms — words on the surface not in the ubiquitous language. New terms to add to the model, or surface noise?
- Tone misalignments — technically correct but tonally wrong for the emotional/social jobs
For each violation: surface fix (rewrite copy) or deeper fix (update the conceptual model vocabulary)?
Phase 3 — Object consistency
For each object in the conceptual model: where does it appear on the surface? In how many forms?
- Shapeshifters — same object in significantly different visual or structural forms across contexts
- Masked objects — the object appears in a form where a user couldn't recognise it as that object type
For each: is this a surface decision (establish consistent treatment) or a conceptual model problem (the object's identity is unclear even in the model)?
Phase 4 — Completeness check
Take the breadboard. For each place and affordance:
- Is every affordance from the breadboard present in the surface?
- Is there surface content with no corresponding breadboard element?
Additions that weren't in the breadboard are often interaction-layer decisions that slipped through — flag them and recommend revisiting
.
Phase 5 — Emotional register
Return to job stories, particularly emotional and social jobs.
"What emotional job is the user doing here — not just the functional task, but how they want to feel?"
"What social job is in play — how do they want to be perceived?"
Common misalignments:
- Surface emphasises the product's benefit ("we get a referral") over the user's job ("I help a colleague")
- Copy frames an interaction transactionally when the user's job is relational
- Tone feels expert/clinical when the user needs to feel reassured or confident
阶段1 — 界定表层范围
是否已有现成的表层设计成果——可运行代码、已部署UI、文案、视觉设计?还是表层设计尚未启动?若尚未启动,直接跳转至第二部分。
阶段2 — 词汇与语言
提取概念模型中的通用语言列表。请设计师提供表层文案——标签、标题、按钮文本、错误消息、通知、帮助文本。
检查每一个术语,标记:
- 直接违规 — 模型术语使用错误或不一致(一处用“Account”,另一处用“Workspace”)
- 未收录术语 — 表层出现的词汇未在通用语言中。是需添加到模型的新术语,还是表层冗余内容?
- 基调不符 — 技术上正确,但与情感/社交任务的基调不符
针对每一项违规:判断是表层修复(重写文案)还是深层修复(更新概念模型词汇)?
阶段3 — 对象一致性
针对概念模型中的每一个对象:它在表层的哪些位置出现?有多少种表现形式?
- “变形对象” — 同一对象在不同场景下的视觉或结构形式差异显著
- “隐藏对象” — 对象的表现形式使用户无法识别其所属类型
针对每一种情况:判断是表层决策问题(确立统一处理方式)还是概念模型问题(对象在模型中的定义本身不清晰)?
阶段4 — 完整性检查
提取原型图。针对每一个场景和交互方式:
- 原型图中的每一项交互方式是否都在表层有所体现?
- 是否存在表层内容无对应原型图元素的情况?
原型图中未包含的新增内容往往是交互层决策的遗漏——标记这些内容,并建议重新审视
。
阶段5 — 情感基调
回顾Job Stories,尤其是情感和社交任务。
“用户在此处的情感任务是什么——不仅是功能性任务,还有他们希望获得的感受?”
“涉及的社交任务是什么——他们希望如何被他人看待?”
常见的不符情况:
- 表层强调产品利益(“我们获得推荐”)而非用户任务(“我帮助同事”)
- 文案将交互框定为交易性,而用户的任务是关系性的
- 基调专业/冷峻,而用户需要的是安心或自信