Use this when you need to evaluate an existing product's content organization (audit mode) or design an IA from scratch (create mode). Produces a scored assessment with restructuring recommendations, or a validated navigation tree.
Process
Step 1: Gather inputs
Ask the user to provide:
- Mode —
audit(assess existing IA) orcreate(build new IA) - Product description — what it is, who uses it, current state
- User segments — who are the primary audiences? What tasks bring them here?
- Top user tasks — the 5-10 things users come to do most often (e.g., "find a practice guide," "set up a new tool," "prep for standup")
- Current navigation — sitemap, sidebar config, or URL structure (for audit mode)
- Content inventory — list of pages/sections with content types (for audit mode; auto-generate if the agent can access the codebase)
- Known pain points — anything the team already knows is broken or confusing (optional)
If auditing a codebase the agent can access, offer to auto-generate the content inventory and navigation tree from source files.
Step 2: Content inventory
Build or verify a complete inventory:
## Content Inventory — (Product name, date)
| # | Page/Section | Content Type | Parent | Depth | Status |
|---|-------------|-------------|--------|-------|--------|
| 1 | (Page name) | Guide / Template / Tool / Reference | (Parent section) | (1-5) | Active / Stub / Broken |
### Inventory Summary
- Total pages: (count)
- Content types: (breakdown)
- Max depth: (deepest nesting level)
- Stub/broken pages: (count and list)
Step 3: Navigation path analysis
For each top user task, trace the shortest path to completion:
### Navigation Path Analysis
| Task | Audience | Shortest Path | Clicks | Alternate Paths | Dead Ends |
|------|----------|---------------|--------|-----------------|-----------|
| (User task) | (Segment) | (Section → Subsection → Page) | (count) | (Other ways to get there) | (Paths that fail) |
### Path Issues
- **Duplicate paths:** (Same content reachable from multiple nav locations)
- **Orphan pages:** (Content not reachable from primary navigation)
- **Depth violations:** (Content beyond 3 clicks from entry)
### Screen Reader Navigation Audit
Evaluate how assistive technology users experience the IA:
| Element | Status | Issue |
|---------|--------|-------|
| **Heading hierarchy** -- do h1-h6 levels follow a logical, sequential order without skipping? | Pass / Fail | (Details) |
| **Landmark regions** -- are nav, main, aside, footer used to define page regions? | Pass / Fail | (Details) |
| **Skip navigation** -- can keyboard users bypass repeated navigation to reach main content? | Pass / Fail | (Details) |
| **Navigation labels** -- do nav elements have accessible names (aria-label) distinguishing them? (e.g., "Primary navigation" vs. "Footer navigation") | Pass / Fail | (Details) |
| **Page titles** -- do page titles uniquely identify each page for screen reader users switching tabs? | Pass / Fail | (Details) |
| **Breadcrumbs** -- if present, are they marked up as a nav landmark with aria-label="Breadcrumb"? | Pass / Fail / N/A | (Details) |
IA structure directly determines screen reader experience. A heading hierarchy that skips from h1 to h4 is as broken for screen reader users as a missing nav link is for sighted users.
Step 4: Taxonomy and labeling audit
Evaluate how content is named and grouped:
### Labeling Audit
| Label | Matches User Language? | Ambiguous? | Overlaps With | Recommendation |
|-------|----------------------|-----------|---------------|----------------|
| (Nav label) | Yes / No — users say "(term)" | Yes / No | (Other label) | Keep / Rename / Merge |
### Taxonomy Issues
- **Jargon labels:** (Internal terms users wouldn't search for)
- **Overlapping categories:** (Sections that compete for the same content)
- **Missing categories:** (Content types with no clear home)
Step 5: IA scorecard
Rate the architecture across five dimensions:
## IA Scorecard — (Product name, date)
| Dimension | Rating | Evidence | Impact |
|-----------|--------|----------|--------|
| **Findability** — Can users find content within 3 clicks? | (1-5) | (Summary) | (Who's affected) |
| **Labeling** — Do labels match user language and expectations? | (1-5) | (Summary) | (Who's affected) |
| **Navigation efficiency** — Are paths direct without dead ends? | (1-5) | (Summary) | (Who's affected) |
| **Content coverage** — Does every content type have a clear home? | (1-5) | (Summary) | (Who's affected) |
| **Scalability** — Can the IA absorb new content without restructuring? | (1-5) | (Summary) | (Who's affected) |
**Overall:** (average) / 5
### Scoring Guide
- 5 = Excellent — no issues found
- 4 = Good — minor issues, low impact
- 3 = Adequate — noticeable friction, workarounds exist
- 2 = Poor — users regularly fail tasks or get lost
- 1 = Broken — content is unfindable or architecture prevents core tasks
Step 6: Restructuring recommendations (audit) or navigation tree (create)
For audit mode — propose a restructured navigation:
### Proposed Navigation Tree
(Indented tree showing new structure)
### Migration Plan
| Current Location | New Location | Action | Breaking Changes |
|-----------------|-------------|--------|-----------------|
| (Old path) | (New path) | Move / Merge / Rename / Remove | (Redirects needed, links to update) |
### What Stays the Same
- (Sections that work well — protect these)
For create mode — build the navigation tree from the content types and user tasks, then validate:
### Navigation Tree
(Indented tree with content types mapped to locations)
### Validation Against User Tasks
| Task | Path in Proposed IA | Clicks | Passes? |
|------|-------------------|--------|---------|
| (Task) | (Navigation path) | (count) | Yes / No — (issue) |
Step 7: Review
Ask the user:
- Does the scorecard match your experience? Any ratings feel off?
- Are the top user tasks correct, or are we missing critical ones?
- Does the proposed structure make sense to someone new to the product?
- Any political or organizational constraints on restructuring? (Teams that own sections, naming conventions that are non-negotiable)
- What's the appetite for change — incremental or full restructure?
Related skills
/ux-audit— broader UX assessment (IA is one dimension)/journey-map— maps user tasks that the IA should support/persona-create— defines the user segments that navigate differently/competitive-analysis— how competitors organize similar content/accessibility-audit— IA structure affects screen reader navigation
Portfolio example: B Lab (2020-2021)
Kate audited B Lab's global site navigation and ran a card sort exercise. The existing IA spread content across "About B Corps," "Certification," "B Economy," "For B Corps," and "COVID-19 Resource Center" -- with critical items like the B Corp Directory and SDG Action Manager buried deep. The card sort reorganized content into user-intuitive groups: "Boring Logistics" (Directory, Legal, Governance), "About Us/Our Why," "Certification" (requirements, fees, search), "Portfolio/Experience," and "Action Items/Learn More." A "???" category captured orphaned items (B Movement Builders, B Analytics, B Economy, B Impact Assessment) that didn't fit cleanly -- revealing naming and positioning confusion. Key finding: content was obscured behind unintuitive "B" language that made sense to insiders but not to companies.
Output location
Present the assessment as formatted text in the conversation. For audit mode, the restructuring plan can be filed as a planning inbox entry.
Example Output
Input
- Mode:
audit - Product description: Meridian Health's internal clinical staff portal ("MeridianConnect") — a web-based intranet used by ~3,200 nurses, hospitalists, and care coordinators across 6 hospital campuses to access policies, training materials, scheduling tools, and department resources
- User segments: (1) Bedside nurses — need shift schedules, policy lookups, incident forms; (2) Care coordinators — need discharge planning templates, payer guides, referral directories; (3) Hospitalists — need clinical protocols, drug references, CME tracking
- Top user tasks: Look up a clinical policy by condition or department; Download an incident/variance report form; Access the on-call schedule; Find a discharge planning checklist; Submit a CME completion record; Locate a vendor/payer contact directory; Find orientation materials for a new unit; Check IT help desk hours and submit a ticket
- Current navigation: Top-level sections: About MeridianConnect, Clinical Resources, HR Corner, Education & Training, Department Pages, COVID-19 Updates, Forms & Documents, IT Support, Wellness Programs
- Known pain points: Nurses report that forms are split between "Clinical Resources" and "Forms & Documents" with no clear rule; the COVID-19 section is outdated but still prominent; on-call schedules are buried 4 clicks deep under Department Pages; care coordinators can't find payer guides and often email the billing department instead
Output (abbreviated)
Content Inventory — MeridianConnect, June 2025
| # | Page/Section | Content Type | Parent | Depth | Status |
|---|---|---|---|---|---|
| 1 | Clinical Policies Library | Reference | Clinical Resources | 2 | Active |
| 2 | Incident/Variance Report Form | Form | Forms & Documents | 2 | Active |
| 3 | Incident Report Form (duplicate) | Form | Clinical Resources | 3 | Active |
| 4 | On-Call Schedule (Med/Surg) | Tool | Department Pages → Med/Surg | 4 | Active |
| 5 | Payer Contact Directory | Reference | HR Corner | 3 | Active |
| 6 | Discharge Planning Checklist | Template | Forms & Documents | 2 | Active |
| 7 | CME Submission Portal | Tool | Education & Training | 2 | Active |
| 8 | COVID-19 Resource Center | Reference | Top-level | 1 | Stale (last updated Mar 2022) |
| 9 | New Employee Orientation | Guide | Education & Training | 2 | Active |
| 10 | Unit Orientation Supplements | Guide | Department Pages → [each unit] | 4–5 | Stub (4 of 11 units) |
| 11 | IT Help Desk Hours | Reference | IT Support | 2 | Active |
| 12 | Submit IT Ticket | Tool | IT Support | 2 | Active |
| 13 | Vendor Directory | Reference | HR Corner | 3 | Active |
| 14 | Drug Reference Quick Cards | Reference | Clinical Resources | 3 | Active |
| 15 | Wellness Portal (external link) | Tool | Wellness Programs | 2 | Active |
Inventory Summary
- Total pages: 47 (15 shown above; 32 additional department sub-pages)
- Content types: Reference (18), Form/Template (11), Tool (9), Guide (9)
- Max depth: 5 (unit orientation supplements)
- Stub/broken pages: 6 stubs (unit orientation); 1 stale section (COVID-19)
Navigation Path Analysis
| Task | Audience | Shortest Path | Clicks | Dead Ends |
|---|---|---|---|---|
| Look up a clinical policy | Nurses, Hospitalists | Clinical Resources → Clinical Policies Library | 2 | None, but search returns COVID section noise |
| Download incident report form | Nurses | Forms & Documents → Incident Report or Clinical Resources → Incident Report | 2 | Duplicate versions cause confusion; version dates differ |
| Access on-call schedule | All clinical | Department Pages → [Campus] → [Unit] → On-Call Schedule | 4 | Users land on outdated schedules if unit page is a stub |
| Find discharge planning checklist | Care coordinators | Forms & Documents → Discharge Planning Checklist | 2 | None — but placement under Forms feels wrong to users |
| Find payer/vendor contact | Care coordinators | HR Corner → Vendor Directory or HR Corner → Payer Contact Directory | 3 | HR Corner framing causes care coordinators to skip it |
| Submit CME record | Hospitalists | Education & Training → CME Submission Portal | 2 | None |
Path Issues
- Duplicate paths: Incident report form exists in two sections with different version dates — users cannot tell which is current
- Orphan pages: Drug Reference Quick Cards not linked from the Clinical Policies Library or any logical entry point for hospitalists; discoverable only via search
- Depth violations: On-call schedules (4 clicks) and unit orientation supplements (4–5 clicks) both exceed the 3-click threshold for high-frequency tasks
Screen Reader Navigation Audit
| Element | Status | Issue |
|---|---|---|
| Heading hierarchy | Fail | Department Pages sub-pages jump from h2 to h5; no h3/h4 used |
| Landmark regions | Fail | Left sidebar navigation rendered as a <div> with no <nav> landmark |
| Skip navigation | Fail | No skip link present; keyboard users must tab through 34 nav items on every page |
| Navigation labels | Fail | Two <nav> elements on clinical policy pages — neither has an aria-label |
| Page titles | Pass | Titles are unique and follow pattern "Page Name — MeridianConnect" |
| Breadcrumbs | Fail | Breadcrumbs present on Department Pages but implemented as plain text, no nav landmark or aria-label="Breadcrumb" |
Labeling Audit
| Label | Matches User Language? | Ambiguous? | Overlaps With | Recommendation |
|---|---|---|---|---|
| HR Corner | No — staff say "HR," never "Corner"; care coordinators don't associate payer guides with HR | Yes | Department Pages (also has HR-adjacent content) | Rename to Staff Resources; move payer/vendor directories here |
| Forms & Documents | Partially — "forms" resonates; "documents" competes with "Clinical Resources" | Yes | Clinical Resources | Merge into Forms & Policies; apply content-type tags |
| Clinical Resources | Yes for nurses/hospitalists | Yes — scope unclear | Forms & Documents, Drug Reference | Scope to clinical protocols and references only; extract forms |
| COVID-19 Updates | No — outdated framing | Yes — implies active emergency | Clinical Resources | Archive or fold relevant content into Clinical Resources; remove from top nav |
| Department Pages | Yes | No | — | Keep label; fix depth and stub issues |
| Education & Training | Yes | No | — | Keep |
| Wellness Programs | Yes | No | — | Keep; consider consolidating with HR Corner → Staff Resources |
IA Scorecard — MeridianConnect, June 2025
| Dimension | Rating | Evidence | Impact |
|---|---|---|---|
| Findability | 2 | On-call schedules 4 clicks deep; payer guides mislabeled under HR Corner; drug reference orphaned | All clinical segments; coordinators email billing instead of self-serving |
| Labeling | 2 | "HR Corner" repels care coordinators; forms split across two sections with no discernible rule | Nurses and coordinators most affected; workarounds via email and phone |
| Navigation efficiency | 3 | Most tasks completable in 2–3 clicks except schedules and unit orientation; no dead ends for core tasks | Lower-frequency tasks have friction; high-frequency scheduling task is broken |
| Content coverage | 3 | All content types exist but payer guides and drug references lack a logical home | Hospitalists and care coordinators; content present but effectively hidden |
| Scalability | 2 | COVID section already stale; Department Pages will worsen as campuses add units; no taxonomy governing where new content lands | Admins adding content inconsistently; duplicate form problem will grow |
Overall: 2.4 / 5