Post on 28-Jan-2015
description
#ias13 #uxlead @craigpeters
Running Great Design Reviews
Presented by
CRAIG PETERS
• No context• No timeframes • No instructions
1 Establish strong relationships
#uxlead
GO ANALOG
SUCCESSof the engagement
Swoop and Poop
#uxlead
2Lead everyone through the story of the engagement.
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
Table Runnerawasudesign.com/download
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
Design Brief
One Sheeters
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awasudesign.com/download
- Louisa May Alcott
A little kingdom I possess, where thoughts and feelings dwell; and very hard the task I find of governing it well
It’s not just a gut reaction.
It’s not a judgment.
against the goals and objectives the creator is trying to satisfy with it.
It’s a comparison of the design or idea you’re evaluating
- Aaron Irizarry and Adam Connor
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3Create alignment on Goals & Objectives
…and then some.
#uxlead
Kickoff Meeting
Project Overview: Mission Statement
Mission Statement for this Engagement
We will design a new Acme interaction model that is well-received, enables seamless user adoption, and most importantly, increases productivity for thousands of Acme users
For the sake of…
Acme supports team members in the pursuit of better service to clients and greater revenue for Acme Corporation.
How will the users lives be different?
Acme users will sell more, better informed, convey greater confidence, and make smoother handoffs.
How will we accomplish this?
We will focus on workflows, design for ease of use, regularly test with users, and work collaboratively with the internal team.
awasudesign.com/download
awasudesign.com/download
awasudesign.com/download
Design Strategy
Guiding Principles for Design
During our discovery phase, we identified a number of opportunities to improve the Acme experience. We have organized these opportunities into 3 main themes, or guiding principles, that will help shape the new experience.
Principle 1: Increase Productivity
Principle 2: Optimize for Service Excellence
Principle 3: Instill Trust
Acme Design Strategy Presentation – page 7
Acme Design Strategy Presentation – page 8
How would I measure success? If I were to go out and visit Acme offices, Lorem Ipsum would be on most users’ desktops most of the time, because they prefer this tool that is helping them be more effective.
- Jane Doe, Senior Manager, Important Group, Feb 2012
”“
Principle 1:
Increase ProductivityHelp me work as efficiently as possible.
Acme Design Strategy Presentation – page 10
• I want granular control over which clients appear in lorem ipsum
• I want advanced controls for searching, filtering, sorting, grouping, and pagination of lorem ipsum
• I want predefined, targeted views of lorem ipsum that support my common use cases, and I want to customize these views as needed
• When using search or lorem ipsum views, I want visibility into load time vs. data trade-offs
• I want to edit directly in lorem ipsum table views without having to make additional clicks
• I want to make updates to multiple items at once
• I want to export and/or print lorem ipsum views
Principle 1: Increase Productivity
Managing Lorem Ipsum Section
I want tools to review and manage lorem ipsum so that I can focus on my most valuable clients
Acme Design Strategy Presentation – page 9
• I want to quickly find a client
• I want to search using advanced criteria, such as:
• Clients added in last six months• Only clients in the lorem ipsum with more than
$2 million in assets• Partial criteria like first name and city
• I want to configure the sorting and grouping presentation for the results
Principle 1: Increase Productivity
Search
I want an easy way to find a single client or groups of clients based on specific criteria
#uxlead
4Attain “pre-approval” and develop allies before the meeting.
GET THEM TO COMMIT
“Do you have any concerns about the direction?”
“At the end of the last meeting, there were some concerns about _____. How are you feeling about that now?”
“If we present this in two days, what do you think will be _____’s concerns?”
And now Marissa’s going to introduce this next section.
Thanks Craig. What we’re going to cover next is…
GET THEM TO PARTICIPATE
Are we ready for the meeting yet?!
YESFinally!
5Elevate the Conversation to Strategy
Set the Stage
awasudesign.com/download
Eyes on the PrizeWe want to be perceived as forward-thinking and sophisticated…and, of course, we want to drive sales.
How would I measure success? If I were to go out and visit our offices, this tool would be on most users’ desktops most of the time; because they prefer it. Not ‘I have to use it’, but rather ‘I choose to use it.’ That would be success.
John DoeVP, Important Stakeholder
Jane DoeVP, Other Important Stakeholder
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Example:
Wireframe Review(Simple Project)
Example:
Wireframe Review(Complex Design Challenge, Small Team, Rapid Iterations)
Example:
Site Map review(Complex Project)
Example:
Detailed User Flows(Complex Project)
Example:
Wireframe Review(Complex Project)
Tell the story of the designs with a narrative
Walking through the designs• Weave goals & objectives into the user narrative
• Show each interaction step by step
• Remind them how to give feedback
• Guide feedback to goals and objectives
• Advocate using goals & objectives
• Pick your battles
• Solve later
1 Establish strong relationships
2 Lead everyone through the story of the engagement
3 Create alignment on Goals & Objectives …and then some
4Attain “pre-approval” and develop allies before the meeting
5 Elevate the Conversation to Strategy
CRAIG PETERS#UXLead
craig@awasudesign.com@craigpeters
awasudesign.com/download