Don’t Ride theRoller Coaster . . .Create lasting design awarenessin your organization@jayeffvee	  	  	  	  	  @chris.na_xd	...
E.	  Chris.na	  Persson	                                                       Joan	  VermeCe	                  @chris.na_...
Creating Design Awareness in Your Organization   •  Mad	  skills,	  methods,	  talent	     •  Process	  &	  culture	     •...
Our Conversation about Process   •  Do	  you	  need	  process?	     •  Is	  there	  an	  inherent,	  natural	  process?	  ...
Process & Culture                        Think	                                                Draw	                      ...
It’s about balance                                                                             •      hCp://www.flickr.com/...
One	                                                                                  size	                               ...
But there’s something more . . .   What	  are	  the	  values	  that	  successful,	  	      	   	   	   	   	  	  	  	  	  ...
Relationship Companies   •  Integra.on	     •  Communica.on	     •  Flexibility	                                          ...
Process plus the Glue   •  Organiza.ons	  need	  process	  &	        structure	     •  But	  these	  are	  not	  sufficient	...
But also . . .   •  Transparency	                                                                                         ...
But also . . .   •  Respect	                                                                                              ...
The Relationship Principles   •  Integra.on	     •  Communica.on	     •  Flexibility	     •  Transparency	     •  Respect	...
The 5 Principles	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Principle 1: Integration	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Integration    Break	  down	  the	  walls.	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos...
Integration   Organiza.onal	  silos	  are	  old	  thought	  made	  concrete.	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #mad...
Integration   Your	  less	  obvious	  colleagues	  are	  a	  wealth	  of	  informa.on.	  @jayeffvee	  	  	  @chris.na_xd	  ...
Integration – the outcome   •      BeCer	  product	     •      Less	  rework	  	     •      Buy-­‐in	  from	  the	  ground...
Principle 2: Communication	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Communication   Communica.on	  is	  important.	       •  OH:	  “I	  don’t	  care	  what	  my	          internal	  partners...
Communication Always	  working	  on	  it	  	     •  What	  does	  “done”	  mean?	  @jayeffvee	  	  	  @chris.na_xd	  	  	  ...
Communication   Ask	  the	  stupid	  ques.ons	     Paraphrase	  and	  confirm	     Check	  in	  with	  folks	     Validate	...
Communication – the outcome   •      Less	  rework	     •      Cohesion	  leads	  to	  efficiency	  	     •      Involvement...
Principle 3: Flexibility	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Flexibility                  Adapt	  your	  techniques	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	...
Flexibility	     Adapt	  your	  process	                             Monday	                    Tuesday	                  ...
Flexibility	     Adapt	  your	  design	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Flexibility – the outcome	     Focus	  on	  making	  it	  beCer,	  not	  perfect	     •  Easier	  to	  work	  with	     • ...
Principle 4: Transparency	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Transparency   Share	  your	  process,	  share	     your	  ra.onale	     •  Result:	  Users	  squealing	        with	  joy...
Transparency	                                                      The	  more	  you	  share,	  the	                       ...
Transparency – the outcome	      Enhances	  your	  value	  to	  the	  organiza.on.	      •  The	  team	  realizes	  this	 ...
Principle 5: Respect	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Respect 	     Without	  respect,	  you	  can’t	  apply	  the	  other	  principles	     Value	  is	  not	  always	  obvious...
Respect 	     Start	  with	  the	  Premise:	     •  Partners	  are	  naturally	  crea.ve,	  resourceful	  &	  whole	      ...
Respect – the outcome	      •  You’ll	  realize	  their	  value	               –  and	  step	  out	  of	  your	  own	  per...
Toolkit	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Toolkit – Integration   •  Regardless	  of	  process,	  do	  it.	     •  Understand	  the	  silos,	  pull	  them	  in.	   ...
Toolkit – Communication	     •  Listen,	  really	  listen	     •  Asking	  stupid	  ques.ons	     •  Paraphrase	  &	  confi...
Toolkit – Flexibility	     •  Use	  tried	  and	  tested	  techniques,	  but	  if	  	  	  	  	  	  	  	  	  	  	  	  	  	 ...
Toolkit – Transparency	     •  Design	  Studio	     •  Invite	  par.cipa.on	  in	  research	  and	  usability	  tes.ng	   ...
Toolkit – Respect	     •  Self-­‐awareness	  	     •  “They	  add	  value,”	  and	  turn	  the	  energy	  into	  curiosity...
Exercise	  @jayeffvee	  	  	  @chris.na_xd	  	  	  #madpow	  	  	  #DRTRC	  	  	  #UPABos12	  
Exercise   •  You:	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	  	    ...
Creating Design Awareness in Your Organization   •  Mad	  skills,	  methods,	  talent	     •  Process	  &	  culture	     •...
The Relationship Principles   •  Integra.on	     •  Communica.on	     •  Flexibility	     •  Transparency	     •  Respect	...
Connect with us . . .                                                                            Joan	  VermeCe	          ...
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Don't Ride the Roller Coaster: create lasting design awarements in your organization

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Five principles for creating lasting design awareness in your organization.

First delivered at UPA Boston's annual conference, 5/7/2012. 

A follow up to our #IxD12 presentation, "I Hate Process/I Love Process: Why designers are divided about process, and what to do about it"


Authors: Christina Persson and Joan Vermette

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Don't Ride the Roller Coaster: create lasting design awarements in your organization

  1. 1. Don’t Ride theRoller Coaster . . .Create lasting design awarenessin your organization@jayeffvee          @chris.na_xd      #madpow      #DRRC          #UPABoston  @jayeffvee  @chris.na_xd      #madpow      #DRTRC   #UPABos12   hCp://www.flickr.com/photos/jclement/2647899239/  
  2. 2. E.  Chris.na  Persson   Joan  VermeCe   @chris.na_xd   @jayeffvee  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  3. 3. Creating Design Awareness in Your Organization •  Mad  skills,  methods,  talent   •  Process  &  culture   •  Rela.onships  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  4. 4. Our Conversation about Process •  Do  you  need  process?   •  Is  there  an  inherent,  natural  process?   •  What’s  at  the  core?  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  5. 5. Process & Culture Think   Draw   Make   Illustrator,  Brandon  Baselice   Thanks  to  Brian  Ling,  thinkdrawmake.com,  Design  Sojourn  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  6. 6. It’s about balance •  hCp://www.flickr.com/photos/statelibraryofnsw/3073045010/sizes/z/in/photostream/  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12   hCp://www.flickr.com/photos/statelibraryofnsw/3073045010/sizes/z/in/photostream/  
  7. 7. One   size   does   fit  all   NOT   •  h<p://www.flickr.com/photos/sebilden/3518661163  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  8. 8. But there’s something more . . . What  are  the  values  that  successful,                          innova.ve  companies  hold?     Verme<e  photo  library  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  9. 9. Relationship Companies •  Integra.on   •  Communica.on   •  Flexibility   .  .  .  regardless  of  what  formal  process  they  use    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  10. 10. Process plus the Glue •  Organiza.ons  need  process  &   structure   •  But  these  are  not  sufficient  towards   innova.on  and  market  success.    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  11. 11. But also . . . •  Transparency   h<p://www.flickr.com/photos/kennedylibrary/3620931196/  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  12. 12. But also . . . •  Respect   h<p://www.flickr.com/photos/84423669@N00/4396558735/  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  13. 13. The Relationship Principles •  Integra.on   •  Communica.on   •  Flexibility   •  Transparency   •  Respect  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  14. 14. The 5 Principles  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  15. 15. Principle 1: Integration  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  16. 16. Integration Break  down  the  walls.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  17. 17. Integration Organiza.onal  silos  are  old  thought  made  concrete.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  18. 18. Integration Your  less  obvious  colleagues  are  a  wealth  of  informa.on.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  19. 19. Integration – the outcome •  BeCer  product   •  Less  rework     •  Buy-­‐in  from  the  ground  up   •  Early,  abundant  crea.vity   –  Never  know  where  the  awesome  will  come  from     –  Divergent  thinking  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  20. 20. Principle 2: Communication  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  21. 21. Communication Communica.on  is  important.   •  OH:  “I  don’t  care  what  my   internal  partners  think;  I  care   what  people  think.”    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  22. 22. Communication Always  working  on  it     •  What  does  “done”  mean?  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  23. 23. Communication Ask  the  stupid  ques.ons   Paraphrase  and  confirm   Check  in  with  folks   Validate  ‘common’  terms   Use  their  vernacular        @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  24. 24. Communication – the outcome •  Less  rework   •  Cohesion  leads  to  efficiency     •  Involvement   •  Knowing  what’s  around  the  corner  –  comfort     •  Trust  from  the  top-­‐down   •  Repeat  business   •  You’re  easier  to  work  with     –  so  R&D  gets  pulled  into  projects  earlier,                                                         geqng  the  ‘what  work’  not  just  the  ‘how  work’.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  25. 25. Principle 3: Flexibility  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  26. 26. Flexibility Adapt  your  techniques  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  27. 27. Flexibility   Adapt  your  process   Monday   Tuesday   Wednesday   Thursday   Friday   Goal for Create a shared Working, with IA/Analyst First draft ready for Internal Incorporate changes Present for approval the day understanding of Context answering questions review Determine how much of the work can go to code immediately. Activities 1. Collaborative 1.  1st check-in meeting 1.  Internal review 1.  2nd check-in 1. Sign off meeting analysis meeting meeting Attendees: IA, VisD, Proto Attendees: Usability, Attendees: Attendees: IA, VisD, reviewing designer, style Attendees: IA, VisD, representatives from Proto, Analyst Agenda: go through page guide reviewer, IA, VisD, Proto FIL business and inventory to understand Proto, Analyst systems teams; the Agenda: status Agenda: go through design team; FeBDesign Context brief (analyst) Agenda: Explain context of page inventory to business line owner and View pages, assess Goal: to understand status pages and scope of changes; understand status product line owner. components by page to so any issues can be take teamthrough the page Goal: to completely identify which need appropriately resolved/ flow. Goal: to make sure a sign off and deliver further IA and visual escalated. Note that this is full, publishable draft work. not a design meeting; design Goal: to surface any of each page has been 2. Incorporate discussions -- unless there usability issues that can be created and is ready feedback from Sign off Goal: go directly to code are issues -- should be addressed without functional for hand off and sign meeting before close of as much as possible. occurring during the rest of changes. off on Friday morning. business; obtain virtual the day as needed. To understand any signoff. 2. Work on first draft 2. Incorporate Usability remaining unresolved begins. 2. Design work continues. feedback issues and decide an action plan to address them. Touch Points Meeting at 9:00-11:30am Meeting 3:00-3:30 Meeting 10:00-11:00am 2.  Design work Meeting 10:00-11:00pm Virtual signoff by Meeting 3:00-3:30 5:00pm@jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  28. 28. Flexibility   Adapt  your  design  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  29. 29. Flexibility – the outcome   Focus  on  making  it  beCer,  not  perfect   •  Easier  to  work  with   •  More  .me  &  opportunity  for  interes.ng  work.     •  Researchers  and  designers  are  seen  as  less  preten.ous  and   prickly.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  30. 30. Principle 4: Transparency  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  31. 31. Transparency Share  your  process,  share   your  ra.onale   •  Result:  Users  squealing   with  joy  in  tes.ng  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  32. 32. Transparency   The  more  you  share,  the   more  you  show  your  value.    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  33. 33. Transparency – the outcome   Enhances  your  value  to  the  organiza.on.   •  The  team  realizes  this  is  challenging.     •  Team  members  begin  to  trust  you.     •  Repeat  business,  more  resources,  more  .me        ==  BeCer  design   •  You  get  beCer  ideas   •  Garner  support  for  further  research  efforts   •  Garner  support  for  schedule  changes  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  34. 34. Principle 5: Respect  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  35. 35. Respect   Without  respect,  you  can’t  apply  the  other  principles   Value  is  not  always  obvious   Expect  they’re  there,  and  the  value  and  ideas  will  come  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  36. 36. Respect   Start  with  the  Premise:   •  Partners  are  naturally  crea.ve,  resourceful  &  whole     Just  as  we  do  with  our  users:     •  The  user  is  always  right,  so  are  your  partners    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  37. 37. Respect – the outcome   •  You’ll  realize  their  value   –  and  step  out  of  your  own  perspec.ve     •  You  don’t  waste  mental  energy.   •  Respect  is  reciprocal   •  Leadership   –  you  posi.vely  energize  and  influence  the  team  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  38. 38. Toolkit  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  39. 39. Toolkit – Integration •  Regardless  of  process,  do  it.   •  Understand  the  silos,  pull  them  in.   •  As  a  consultant,  integrate  with  the  client:   –  Help  them  feel  rescued  and  validated.     •  Don’t  just  invite  them,  insist  on  par.cipa.on  &   contribu.on.   •  Visit  them  at  their  desks,  call  them.     •  With  developers,  “Can  I  see  it?”  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  40. 40. Toolkit – Communication   •  Listen,  really  listen   •  Asking  stupid  ques.ons   •  Paraphrase  &  confirm   •  Validate  ‘common’  terms   •  Use  their  vernacular    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  41. 41. Toolkit – Flexibility   •  Use  tried  and  tested  techniques,  but  if                                     there  are  impediments  .  .  .   –  understand  the  constraints   –  where  the  freedom  might  lie   –  define  the  goals   •  Take  ini.a.ve  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  42. 42. Toolkit – Transparency   •  Design  Studio   •  Invite  par.cipa.on  in  research  and  usability  tes.ng   –  ask  them  for  their  conclusions   –  include  their  awarenesses  in  your  report   –  ask  them  what  ques.ons  arise  for  them   •  Create  and  post  collateral   –  Posters  on  walls   –  Post  deliverables  on  a  shared  resource   –  Post  schedule  &  milestones  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  43. 43. Toolkit – Respect   •  Self-­‐awareness     •  “They  add  value,”  and  turn  the  energy  into  curiosity.     •  Modify  your  mindset:     –  They  are  resourceful,  crea.ve,  and  whole   •  When  you  ques.on  the  ideas  or  feedback     –  Ask,  “Why?”   –  Build  on  the  ideas  of  others:  "Yes,  and…”  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  44. 44. Exercise  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  45. 45. Exercise •  You:                                                                     •  Integration Share  your  experiences   [Successes  and  Tough  situa.ons]     •  Communication •  Colleague:                                                         •  Flexibility shows  how  a  principle  could   be  brought  to  bear.   •  Transparency •  Get  free  stuff     •  Respect@jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  46. 46. Creating Design Awareness in Your Organization •  Mad  skills,  methods,  talent   •  Process  &  culture   •  Rela.onships  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  47. 47. The Relationship Principles •  Integra.on   •  Communica.on   •  Flexibility   •  Transparency   •  Respect  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  48. 48. Connect with us . . . Joan  VermeCe   jvermeCe@madpow.com   @jayeffvee   E.  Chris.na  Persson   chris.na@madpow.com   @chris.na_xd  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  

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