Design Systems Handbook02
Designing your design system
Step by step
by Jina Anne
Starting a design system can feel daunting. There are so many things to consider: the design style, how to design for modularity and scalability, how it will be used by other teams, how to sell the idea to the decision makers in tche company. Where is a designer to start?
Big problems are always more manageable when broken into smaller pieces. Before diving into the design process, start by considering who needs to be involved in the creation of your design system and how the team will work together. Once you’ve got the right people assembled, you’re ready to start thinking about the design language of the system, which will include color, typography, spacing, and more. Your visual design language will be the foundation of your UI library—a series of components that can be quickly assembled to create an interface.
Let’s take a step-by-step look at how you can start designing your design system.
Who should be involved
Before beginning work on your design system, take a moment to think about the team you’ll need to bring it to life. Who needs to be involved? Spoiler alert! You’re going to need more than just designers.
Here’s a quick list of the disciplines that can be represented in your team to create an effective design system:
- Designers to define the visual elements of the system
- Front-end developers to create modular, efficient code
- Accessibility experts to ensure your system conforms to standards like WCAG
- Content strategists who can help the team nail the voice and tone of the system
- Researchers who can help you understand customer needs
- Performance experts who can ensure your system loads quickly on all devices
- Product managers to ensure the system is aligned with customer needs
- Leaders (VPs and directors) to champion and align the vision throughout the company, including up to executive leadership
Once you’ve got the right skillsets represented in the design systems team, identify leaders to represent each area. These people should be able to drive decisions forward. Know who on the team can advocate for each of the areas of the design system.
With a team of experts guided by strong leadership, your next task is to establish the right team model to help you achieve your goals.
Choosing the right team model
The team model that brings people together is as important as the team creating the design system. In “Team Models for Scaling a Design System,” design systems veteran Nathan Curtis outlines 3 popular team models used by many companies.
The solitary model: an “overlord” rules the design system.
The centralized team model: a single team maintains the design system as their full-time job.
The federated model: team members from across the company come together to work on the system.
There are strengths and weaknesses in each of the above models. A solitary model is fast and scrappy, but with 1 person in charge of so much, the “overlord” can become a bottleneck to the completion of many tasks. A centralized team, on the other hand, keeps the system well maintained, but the group may not be as connected to the customers’ needs as they may be less involved in user research. Finally, a federated team has great insight into what’s needed for all the product features and user needs, but this group can be quite busy working on those areas outside of building the system.
Many teams are moving away from the solitary model to the centralized or federated model. As Curtis mentions in his article, overlords don’t scale. The centralized or federated models are usually much better for scaling a design system.
I wrote about the Salesforce team model in response to Curtis’s piece. When I was at Salesforce on the Lightning Design System team, we used a combination of the centralized and federated models. In an enterprise organization as big as Salesforce, a centralized design systems team was not enough on its own. With so many key players involved and the amount of ground we had to cover across products and platforms, we needed a more sustainable approach.
Though the Lightning Design System has a core team, there are also core contributors from many of the product and feature areas in the Salesforce ecosystem who act as a federation of practitioners, surfacing new ideas and making requests for the design system to evolve. Researchers, accessibility specialists, lead product designers, prototypers, and UX engineers work with the central design system team to both consume and help establish the patterns, components, and the overall design system. Engineers refine all code to make sure the system is performant and production ready.
Though the solitary model is less popular in most teams because the primary contributor can become a bottleneck, there are situations where it can work quite well. In the midst of a political campaign moving at breakneck speeds, Mina Markham had little time to bring in reinforcements as she developed new online assets for Hillary Clinton. She created a design system called Pantsuit to help many teams in many locations expedite design and production while maintaining consistency in the campaign brand. The solitary model let Markham focus on speed first and longevity second, which is a different tract than a typical enterprise might take.
As you determine what team model works for you, consider your goals. If you want to move fast, the solitary method is ideal initially, though some work may need to be done later to fully adopt it across other teams. If you want to move fast, but want to encourage buy-in from the start, consider the centralized team model. And to get the most buy-in and shared ownership, the federated model is a good option. In any case, remember that a design system is a product, so staff it like a product instead of a project; you want people committed to maintaining and evolving it.
With the team and the model that organizes them established, it’s time to start your design system just as you would any new product—by talking to your customers.
As with any product design process, it’s important to do your research. Who will be using your design system and how will they use it? Your design system will get used much more often if you create it to fit into the workflow of other teams. By interviewing users, you can pinpoint problems ahead of time, define principles that will help others use the system properly, and focus your energies on the most important things.
A less common group of people to interview are members of your open source community. This exists more likely in organizations that provide developer tools for customer and partner communities. If you plan to open source your design system—a potentially bigger project—then you’ll need to speak with potential contributors and consumers to discover what use cases your design system will need to satisfy.
And then there are the executives, leaders, and management. It is important to get their thoughts as well. You will need their buy-in to support and fund the system. Listen to their concerns and use them as actionable goals and metrics to achieve. Examples of requests might be shipping features faster, better performance, and improved UI quality.
Building empowering style guides with practical research
Isaak Hayes and Donna Chan delivered an interesting talk titled, “Building Empowering Style Guides with Practical Research,” at Clarity Conference. The talk proposes a series of useful techniques that can help you conduct research effectively for your design system. After the interviews, they use the data to create design principles, metrics, and user stories.
With insights in hand from customer interviews, it’s time to take an inventory. There are 2 types of interface inventories to be created:
- An inventory of the visual attributes (such as spacing, color, and typography), which will help create a codified visual language
- An inventory of each UI element (such as buttons, cards, and modals), which will help create a UI library of components
Let’s first focus on a global visual inventory.
Creating a visual inventory
Of course, if you’re starting a design system for a product that doesn’t yet exist, you can skip this step and jump straight to creating a visual language for your new product. Lucky you!
Conducting a visual audit
As we start to take inventory, it’s good practice to take a look at the CSS used to create all of those elements you just captured in your visual inventory. Use a tool like CSS Stats to see how many rules, selectors, declarations, and properties you have in your style sheets. More relevant, it will show you how many unique colors, font sizes, and font families you have. It also shows a bar chart for the number of spacing and sizing values. This is a great way to see where you can merge or remove values.
If you’re creating an inventory in Sketch, use the Sketch-Style-Inventory plugin to aggregate all colors, text styles, and symbols. It also gives you the ability to merge similar styles.
Creating a visual design language
I must admit, as an art school graduate the visual design language in a design system is my favorite part to work on. I love thinking about color theory, typography, and layout, which are at the core of any design system.
If we break apart each component of a design system we find that these fundamental elements make up its visual design language:
- Typography (size, leading, typefaces, and so on)
- Spacing (margins, paddings, positioning coordinates, border spacing)
- Images (icons, illustrations)
Depending on your needs, you may also include the following to further standardize the user experience:
- Visual form (depth, elevation, shadows, rounded corners, texture)
Consider the role each of these design elements plays in a simple component like a button. A button typically has a background color, typography for the label, and spacing inside it. There may be an icon next to the label to create a visual cue. A border on the edge serves as simple ornamentation and may even round the corners. Finally, hovering over or clicking the button could trigger animation or sound as feedback to the user. Though a button may seem simple, there are many design decisions required to bring it to life.
Before we dive into visual design standards, I want to discuss design tokens. Design tokens are the “subatomic” foundation of a design system implementation. At its simplest, they’re name and value pairs stored as data to abstract the design properties you want to manage. With the values for all design tokens stored in a single place, it’s easier to achieve consistency while reducing the burden of managing your design system.
In design tokens you can store colors, spacing, sizing, animation durations, etc., and distribute them to various platforms.
We’ll look more closely at design tokens in Chapter 3.
The colors you choose for your design system are more than just an extension of your brand. A UI uses color to convey:
- Feedback: Error and success states
- Information: Charts, graphs, and wayfinding elements
- Hierarchy: Showing structured order through color and typography
Common colors in a design system include 1–3 primaries that represent your brand. If none of these work well as a link and button color, then you may have an extra color for that as well. It’s a good idea to use the same color for links and button backgrounds as it makes it easier for users to recognize interactive elements.
You’ll likely have neutrals for general UI backgrounds and borders—usually grays. And finally, you’ll have colors for states such as error, warning, and success. Group these colors to see how well they work together and refine as needed.
Larger design systems sometimes include colors for objects and products. For example, at Salesforce we had a color for contacts, for sales deals, or groups, and so on. We also had them for products: Sales Cloud, Marketing Cloud, Analytics Cloud, etc. Color can be a helpful wayfinding tool for your users.
Using color for wayfinding can be tricky to do while maintaining accessibility, as people who are color blind may not be able to discern some differences.
Checking color contrast
There are a variety of color contrast checkers you can use to ensure your color palette works for everyone who will use your products. Be sure to check contrast ratios for background and text color pairings.
Depending on how strict you want to be with your palette, you may want to include a range of tints—a color mixed with white—and shades—a color mixed with black. Sometimes you may use other colors instead of white or black to avoid muddiness, such as an orange to darken a yellow so it doesn’t appear brown.
These color variations allow designers to have choices. But be warned, having too many choices can lead to major design inconsistencies. Keep your inclusion of tints, shades, and neutral palettes slim to prevent misuse of the system while still giving designers the flexibility they need. You can always add more colors as you find the need.
Fonts and weights
The fonts you choose have a high impact on both your brand and your user experience. Keep legibility in mind as you select the right fonts for your system. Keeping to common system fonts like Helvetica, Times New Roman, or Verdana can be a great shortcut, as they are familiar to the user’s eye. Some companies prefer custom web fonts to better reflect their brand, but pay special attention to how you use them as performance can be affected.
Most design systems I’ve worked on include just 2 typefaces: 1 font for both headings and body copy, and a monospace font for code. Sometimes there’s an additional font for headings that compliments the body font. Most design systems do not have a need for more, unless you have a system that supports multiple brands. It’s best to keep the number low as it’s not only a best practice of typographic design, it also prevents performance issues caused by excessive use of web fonts.
These days it’s trendy to use a font at a very thin weight, but be aware that legibility can become an issue. If you want to use light or thin weights, only use them at larger text sizes.
When selecting the size to set your type, consider the legibility of the font you’ve chosen. In most cases, a 16px font size works well. It’s the default font size in most browsers, and it’s quite easy to read for most people. I like using 16px as it works with the 4-based metrics used by Apple and Google (and is gaining traction as the standard approach). I recommend this as your baseline, though I would use it in a relative format like 1rem for CSS-based systems.
You can use a modular scale for larger or smaller font sizes for other elements such as headings. A modular scale is a set of numbers in which you have 1 base number, and a ratio to generate the next number. You keep applying the ratio to the new number to get yet another number.
Understanding modular scale
Learn more about modular scales to create more meaningful typography.
As you design your type treatments, be sure to give thought to how it will respond to various screen sizes to maintain legibility. You won’t want your headings to be too large for mobile devices. And for much larger displays, you have the room to bump up sizes.
A common method is to enlarge headings on larger viewports. You can also use viewport units to scale your type based on a percentage of your screen size.
There are many methods people use to create responsive typography. A more recent one to check out is the Fluid method with CSS Poly Sizing. Zell Liew’s The Rules of Responsive Web Typography cover basic principles and systems to know.
line-height in CSS, can improve readability and aesthetics of your typography. While the best line-height can vary depending on the font face and the line length, a general rule of thumb is to have leading at around 1.4–1.5x the font-size. 1.5 is recommended by the W3C Web Accessibility Initiative.
Line spacing (leading) is at least space-and-a-half within paragraphs, and paragraph spacing is at least 1.5 times larger than the line spacing.
Web Content Accessibility Guidelines (WCAG) 2.0
Line spacing (leading) is at least space-and-a-half within paragraphs, and paragraph spacing is at least 1.5 times larger than the line spacing.
It also makes your math more predictable, but you don’t have to calculate it. You can define your line-height without a unit of measurement and the browser will do all the hard math for you.
For headings, tighten it up depending on your typeface. In most cases, I find a 1.25 or 1.125 ratio works quite well.
Spacing and sizing
The system you use for spacing and sizing looks best when you have rhythm and balance. This means using numbers based on patterns and proportions. Using a consistent spacing scale also promotes maintainability through ratios by making layouts more predictable and more likely to “fit” and align well.
When I designed an Android app, I studied Google’s design guidelines. I noticed a pattern of using 8dp between elements and 16dp for outer gutters. It broke me out of using a 10-based scale I was accustomed to, as I found that 4-based worked so much better.
A 4-based scale is growing in popularity as the recommended scale for many reasons. Both iOS and Android use and recommend metrics that are divisible by or multiples of 4. Standard ICO size formats (which are used by most operating systems) for icons tended be 4-based (16, 24, 32, etc.) so that they scaled more easily. The browser’s default font size is usually 16. When everything is using this system, things are more likely to fit in place and line up. And finally, responsive math works out well.
For horizontal spacing, an 8-based scale works quite well. You can make margins and padding equal or in proportion to the font size. But for vertical spacing, I tend to use a 12-based system. This is due to the line-height I get of 1.5 (with the default font size of 16px) getting us to 24.
Occasionally, you may have to break this rule. If you’ve added a 1px border to something, this border can throw off alignment by a hair. So you might find yourself using a padding or margin that subtracts that amount. This is something that you do on a case-by-case basis.
You probably want elements to grow and shrink with the content. For general sizing, avoid setting widths and heights unless totally necessary. You can achieve responsive design much easier if you let elements flow to fill the space they’re given in the layout.
For icons and illustrations, I find using a vector format (SVG) works best for scalability and responsive design. However, if you find yourself needing to use photography, you may need to use a rasterized image format like JPG or PNG.
For most photos, illustrations, and diagrams, you can allow the image to go 100% to the container or viewport and let the height automatically set itself by not defining it. This works best for responsive layouts. You may also want to define some preset widths for images if you don’t want it to go full width (for example, half-width, a third, or a fourth). I recommend setting these as max-widths so that the image can rescale for smaller screens.
Before drawing your icons, come up with your guidelines around them first. Will they be filled or outline? What is the line weight? Will they use more than 1 color? What sizes will they be? Is there an icon art boundary set inside an outer boundary?
You may have different styles for different icon types. For example, utility and action icons (like a notifications bell or a settings cog icon) may be solid and 1 color, while navigation icons may be multicolored and more creative. Clear guidelines will keep your icons unified.
Illustrations are a great way to add some character to your product. You can use these for empty states, loading screens, modals, and other components that invite visual interest. Shopify went to great lengths to produce unique illustrations for all of the empty states of their platform, which conveyed a strong sense of brand personality (figure 19).
Similar to icons, it’s helpful to have guidelines for the style of your illustrations (figure 20).
Visual form, or the material quality of your UI, is about the background images, gradients, and textures, shadows and elevation (z-indexes), rounded corners, and borders. These are visual qualities that help emphasize and decorate elements to add visual hierarchy and aesthetics. In any case, all are examples of ornamentation that need to be standardized.
Google does a great job indicating how depth and elevation work with layering of components (figure 21).
Motion and sound
When you define your visual language, motion and sound might not immediately come to mind. You experience these in a different way. But motion and sound can have a high impact on the experience of your app. You’ll want to have that systemized as well for consistency. I personally haven’t explored these areas as much as I’d like to admit, but there are some great examples in the wild.
Creating a user interface library
Before we conducted a visual inventory, which looked at the visual qualities of elements, such as color, spacing, and typography. Now, we will conduct a UI inventory, in which we look at the actual pieces of UI—like buttons, cards, lists, forms, and more. Where visual language is all about the visual approach and how things look on a global visual level, a user interface library (otherwise known as a pattern library) looks at actual components of a UI.
Let’s take a look at each of these design elements and the role they’ll play in your design system. Take stock of all interface elements in production to see just how much design debt you need to address and what elements are most commonly used. Warning! This can get a bit depressing, as most companies have an intense amount of inconsistency in their UIs.
To create an interface inventory simply open all products in production at your organization, screenshot all buttons, forms, various type styles, images, and collect them in a slide deck or on big posters where the whole team can see.
Visualizing design debt
If you have executives or engineers who are skeptical of the need for a design system, showing them your visual inventory can be a powerful way to communicate the design debt in your current products.
You can do this with cut out print-outs or through screenshots. Gather the folks you’re involving (as mentioned earlier in this chapter). Have them conduct this inventory with you, either through a shared presentation or via a hands-on activity. The idea is to gather the different components you’re using and categorize and merge them.
Some like dividing the pieces into elements, components, regions, utilities, and so on. Atomic Design is a great example of this line of thinking, which is a great conceptual model. But when it comes down to it, everything is pretty much a component, so at the end of the day, you could label all as such. But in general, what I see most design systems break things down into are:
- elements (or basics, or atoms)—these are small, stand-alone components like buttons and icons
- components (or molecules, or modules)—these are usually an assembly of small components into a larger component like a search form (which includes a form input, a button, and potentially even a search icon)
- regions (or zones, or organisms)—these are an area of the UI like a left-hand navigation
- layouts—how the pieces are laid out on the page (like a header region, followed by a sidebar and main content area, followed by a footer)
After you complete the inventory, you can merge and remove what you don’t need (either in a spreadsheet or even directly in a code refactor if you want more immediate change). Also, document what the component is and when to use it. This will become your UI library (or pattern library, or component library, depending on what your organization chooses to call it.).
Most design system documentation includes the component’s name, description, example, and code. Others may show meta data, release histories, examples, and more. What matters most is that you show what’s necessary for your team to get your work done.
Creating a design system not only helps your team produce more consistent user experiences, it also builds bridges between design and development. By creating a common visual language codified through design tokens, and a set of components and patterns cataloged in a UI library, you’ll vastly improve designer/developer communication. You’ll also have fine-tuned control of the UI in a way that is manageable, scalable, and robust.