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

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

  • 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/  
  • E.  Chris.na  Persson   Joan  VermeCe   @chris.na_xd   @jayeffvee  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • Creating Design Awareness in Your Organization •  Mad  skills,  methods,  talent   •  Process  &  culture   •  Rela.onships  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • Process & Culture Think   Draw   Make   Illustrator,  Brandon  Baselice   Thanks  to  Brian  Ling,  thinkdrawmake.com,  Design  Sojourn  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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/  
  • One   size   does   fit  all   NOT   •  h<p://www.flickr.com/photos/sebilden/3518661163  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • Relationship Companies •  Integra.on   •  Communica.on   •  Flexibility   .  .  .  regardless  of  what  formal  process  they  use    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • But also . . . •  Transparency   h<p://www.flickr.com/photos/kennedylibrary/3620931196/  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • But also . . . •  Respect   h<p://www.flickr.com/photos/84423669@N00/4396558735/  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • The Relationship Principles •  Integra.on   •  Communica.on   •  Flexibility   •  Transparency   •  Respect  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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      #UPABos12  
  • Integration Organiza.onal  silos  are  old  thought  made  concrete.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • Integration Your  less  obvious  colleagues  are  a  wealth  of  informa.on.  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • Principle 2: Communication  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • Communication Always  working  on  it     •  What  does  “done”  mean?  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • 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  
  • Principle 3: Flexibility  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • Flexibility Adapt  your  techniques  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • 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   •  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  
  • Principle 4: Transparency  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • Transparency Share  your  process,  share   your  ra.onale   •  Result:  Users  squealing   with  joy  in  tes.ng  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • Transparency   The  more  you  share,  the   more  you  show  your  value.    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • 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   Expect  they’re  there,  and  the  value  and  ideas  will  come  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • 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  
  • Toolkit  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • Toolkit – Communication   •  Listen,  really  listen   •  Asking  stupid  ques.ons   •  Paraphrase  &  confirm   •  Validate  ‘common’  terms   •  Use  their  vernacular    @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • 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  
  • 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  
  • Exercise  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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  
  • Creating Design Awareness in Your Organization •  Mad  skills,  methods,  talent   •  Process  &  culture   •  Rela.onships  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • The Relationship Principles •  Integra.on   •  Communica.on   •  Flexibility   •  Transparency   •  Respect  @jayeffvee      @chris.na_xd      #madpow      #DRTRC      #UPABos12  
  • 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