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Daniel Elizalde, PMP
Integrating UX into your Agile Team
Daniel Elizalde, PMP
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Agenda
• What is UX?
• Challenges integrating UX and Agile
– 6 tips on Team alignment
– 4 tips on Process alignment
• Q&A
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
UX Defined
User Experience Design =
Easy-to-use and delightful products
that focus on the user
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
UX: Why Should I Care?
• The iPhone made it mainstream
– Now everybody expects a great user experience
on all their devices
• Companies understand the need of good UX in
order to compete
• PMs that understand UX are more valuable in
the market
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Without UX…
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
With UX…
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
UX is an Umbrella Term
Information Architecture (IA):
Organization of data
Interaction Design (IX):
Ease of use, sense of place
Visual Design (VD):
Look & feel
Design Research / Usability
Testing (DR):
Plan & execute usability tests
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Common UX Deliverables – Information Architect
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Common UX Deliverables – IX
Sketches & Wireframes
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Common UX Deliverables – VD
Visual Comps
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Common UX Deliverables – Design Researcher
Usability Reports
Design Personas
Test Plans
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Challenges Integrating UX and Agile
People
Management
Technical
Skills
Business
Acumen
Team Alignment
Process Alignment
PM: Areas of expertise
Daniel Elizalde, PMP
Team Alignment
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Different Approaches…
Design Team
• Information architect
• Interaction Designer
• Visual Designer
• Usability / Design
Researcher
Development Team
• Architect
• Front-End Developer
• Back-End Developer
• DB Admin
• QA
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #1: Get to Know Your Team
• Get to know them at a more personal level
– What motivates them?
– What does this project mean to them?
• Understand their personality type
– DISC
managersbuild.com/resources/media
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #2: Take the Time to Understand UX
• Understand before you lead:
– Read books, blogs
– Take courses
– Attend conferences
managersbuild.com/resources/books
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #3: Standardize the Lingo
Architecture
Test
Design
Design Pattern
User story
Develop
“Will take a long time”
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #4: Cross-pollinate
DevelopmentDesign
Software
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #5: Know When to Innovate
What the client requested:
“Simple UI to display customer data and sales
trends…”
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #5: Know When to Innovate
What the UX Team proposed…
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #6: Share the Big Picture (constantly)
Everybody in the team should understand:
– Why we are building this
– Who we are building it for
– The complete roadmap / timelines
– The business side of things
Daniel Elizalde, PMP
Process Alignment
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #7: In Agile, We are All One Team
Everybody :
– Attends standup,
planning, demo,
retro
– Uses same Backlog
– Has stories & tasks
– Is on the hook for
sprint deliverables
Developers
Designers
PM / Scrum Master
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
UX Process (a.k.a UCD or Creative Process)
Research Ideate Design Test
Process is usually linear and resembles waterfall
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Agile Approach / Roadmap
W 2 W 3 W 4 W 1 W 2 W 3 W 4W1
Sprint 1
Release 1
Sprint N…
…
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #8: UX and UI Development Tracks
Wireframes for
Sprint 1
Sprint 0
Wireframes for
Sprint 2
Sprint 1
Support current
Sprint
UI Dev
Wireframes for
Sprint N+1
Sprint N
Support current
Sprint
UX Track
Dev Track
UI Dev
…
…
Back-end Dev
QA
Back-end Dev
QA
Architecture
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #9: Go Easy on the UX
• UX artifacts are usually not the final deliverable.
Software is.
• Favor simple sketches over complicated
wireframes and reduce the amount of
annotations on visual comps.
• Encourage in-person collaboration between
designers and developers.
– No more deliverables “thrown over the wall”
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Tip #10: Plan for User Testing
• Testing should be part of your Agile process, meaning
it should be included and prioritized in the backlog.
• Do “lean” testing by relying on sketches, rapid
prototypes, etc.
• It’s more important to test often that to be extremely
thorough just once in a blue moon.
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
In Summary…
• Designers and Developers are very different.
It’s your job to create alignment
• UX is not a fad, it’s here to stay
• It can have a dramatic impact on your projects
• Knowing how to manage UX gives you a
professional edge
Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde
Thank You!
www.managersbuild.com
Daniel Elizalde, PMP
Connect with me:
daniel@managersbuild.com
@delizalde

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Integrating UX into your Agile Team: 6 Tips for Team Alignment & 4 Tips for Process Alignment

  • 1. Daniel Elizalde, PMP Integrating UX into your Agile Team Daniel Elizalde, PMP
  • 2. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Agenda • What is UX? • Challenges integrating UX and Agile – 6 tips on Team alignment – 4 tips on Process alignment • Q&A
  • 3. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde UX Defined User Experience Design = Easy-to-use and delightful products that focus on the user
  • 4. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde UX: Why Should I Care? • The iPhone made it mainstream – Now everybody expects a great user experience on all their devices • Companies understand the need of good UX in order to compete • PMs that understand UX are more valuable in the market
  • 5. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Without UX…
  • 6. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde With UX…
  • 7. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde UX is an Umbrella Term Information Architecture (IA): Organization of data Interaction Design (IX): Ease of use, sense of place Visual Design (VD): Look & feel Design Research / Usability Testing (DR): Plan & execute usability tests
  • 8. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Common UX Deliverables – Information Architect
  • 9. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Common UX Deliverables – IX Sketches & Wireframes
  • 10. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Common UX Deliverables – VD Visual Comps
  • 11. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Common UX Deliverables – Design Researcher Usability Reports Design Personas Test Plans
  • 12. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Challenges Integrating UX and Agile People Management Technical Skills Business Acumen Team Alignment Process Alignment PM: Areas of expertise
  • 14. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Different Approaches… Design Team • Information architect • Interaction Designer • Visual Designer • Usability / Design Researcher Development Team • Architect • Front-End Developer • Back-End Developer • DB Admin • QA
  • 15. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #1: Get to Know Your Team • Get to know them at a more personal level – What motivates them? – What does this project mean to them? • Understand their personality type – DISC managersbuild.com/resources/media
  • 16. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #2: Take the Time to Understand UX • Understand before you lead: – Read books, blogs – Take courses – Attend conferences managersbuild.com/resources/books
  • 17. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #3: Standardize the Lingo Architecture Test Design Design Pattern User story Develop “Will take a long time”
  • 18. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #4: Cross-pollinate DevelopmentDesign Software
  • 19. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #5: Know When to Innovate What the client requested: “Simple UI to display customer data and sales trends…”
  • 20. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #5: Know When to Innovate What the UX Team proposed…
  • 21. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #6: Share the Big Picture (constantly) Everybody in the team should understand: – Why we are building this – Who we are building it for – The complete roadmap / timelines – The business side of things
  • 23. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #7: In Agile, We are All One Team Everybody : – Attends standup, planning, demo, retro – Uses same Backlog – Has stories & tasks – Is on the hook for sprint deliverables Developers Designers PM / Scrum Master
  • 24. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde UX Process (a.k.a UCD or Creative Process) Research Ideate Design Test Process is usually linear and resembles waterfall
  • 25. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Agile Approach / Roadmap W 2 W 3 W 4 W 1 W 2 W 3 W 4W1 Sprint 1 Release 1 Sprint N… …
  • 26. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #8: UX and UI Development Tracks Wireframes for Sprint 1 Sprint 0 Wireframes for Sprint 2 Sprint 1 Support current Sprint UI Dev Wireframes for Sprint N+1 Sprint N Support current Sprint UX Track Dev Track UI Dev … … Back-end Dev QA Back-end Dev QA Architecture
  • 27. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #9: Go Easy on the UX • UX artifacts are usually not the final deliverable. Software is. • Favor simple sketches over complicated wireframes and reduce the amount of annotations on visual comps. • Encourage in-person collaboration between designers and developers. – No more deliverables “thrown over the wall”
  • 28. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Tip #10: Plan for User Testing • Testing should be part of your Agile process, meaning it should be included and prioritized in the backlog. • Do “lean” testing by relying on sketches, rapid prototypes, etc. • It’s more important to test often that to be extremely thorough just once in a blue moon.
  • 29. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde In Summary… • Designers and Developers are very different. It’s your job to create alignment • UX is not a fad, it’s here to stay • It can have a dramatic impact on your projects • Knowing how to manage UX gives you a professional edge
  • 30. Daniel Elizalde, PMP ManagersBuild.comDaniel Elizalde, PMP - @delizalde Thank You! www.managersbuild.com Daniel Elizalde, PMP Connect with me: daniel@managersbuild.com @delizalde

Editor's Notes

  1. Focus on the userBusiness requirements focus on what and UX focus on how
  2. From Agile Manifesto - We value:Individuals and interactions over processes and toolsWorking software over comprehensive documentation