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Lisa	
  Ba'le	
  

President

lisa@designforcontext.com

Duane	
  Degler	
  

Vice  President

duane@designforcontext.com
...
@design4context	
  	
  	
  Keeping  the  Vision  Alive      Interac=on15
 2	
  ©  Design  for  Context
PRESIDENT	
  AND	
 ...
@design4context	
  	
  	
  Keeping  the  Vision  Alive      Interac=on15
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  ©  Design  for  Context
VISION	
  
@design4context	
  	
  	
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  ©  Design  for  Context
A  user-­‐centered ...
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  ©  Design  for  Context
VISIONARY	
  
PROTO...
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  ©  Design  for  Context
Par=cularly  when  ...
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  ©  Design  for  Context
APer  facilita=ng  ...
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  ©  Design  for  Context
COMMUNICATING	
  
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ExecuRves	
  
Proje...
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  ©  Design  for  Context
ExecuRves	
  
Proj...
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  ©  Design  for  Context
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  ©  Design  for  Context
VISUALIZATION	
  O...
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  ©  Design  for  Context
VISUALIZATION	
  O...
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  ©  Design  for  Context
ROADMAP	
   IdenRf...
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ROADMAP	
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Deve...
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VISION	
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FEATURE	
  	
  
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ELABORATION	
  	
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SHOW	
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USER	
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Provide  materials...
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SUMMARY	
  
Keep  ...
Lisa	
  Ba'le	
  

President

lisa@designforcontext.com

Duane	
  Degler	
  

Vice  President

duane@designforcontext.com
...
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Keeping the Vision Alive: Techniques for Communication Throughout the Project Lifecycle

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Video available: http://www.designforcontext.com/insights/keeping-vision-alive-ixd
Lisa Battle and Duane Degler, presentation at Interaction15, the IxDA conference, San Francisco, CA – February 9, 2015

Your vision is defined, your mandate is clear, and your team is energized. You’ve captured user needs and business considerations, your detailed design work is underway and focused on meeting these needs and the larger user experience vision. And then circumstances set in as the work continues… new technical constraints, scheduling functionality delivery to meet release cycles, necessary deviations from the vision to meet short-term requirements, scope adjustments, and so much more. As UX practitioners, we often face challenges “keeping the vision alive” as projects get caught up in constraints, details, and politics. But we can’t let those things derail us or take things too far from that solid, long-term vision.

In this talk, we discuss strategies and practical techniques to help teams stay focused on meeting long-term goals, while addressing short-term needs and facing the circumstances and challenges that arise through the design and implementation process. Some examples we show and discuss include: communicating project vision with executives, project leads, team members, and users; reflecting scope and progress; connecting specific features and user stories to larger design goals; and letting people know what to expect and when.

We also explore techniques we use as consultants to prepare the project team to hold the line on needed improvements, advocate for user needs, and build on the “big picture” over the long haul after the UX work is completed. Topics we will cover include: maintaining strategic perspective to support long-term, larger-scale objectives; planting seeds of understanding and ownership at various levels of the organization; and providing practical templates, guidelines, and decision trees to help support expansion and evolution in a way that maintains alignment with the larger intent.

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Keeping the Vision Alive: Techniques for Communication Throughout the Project Lifecycle

  1. 1. Lisa  Ba'le   President lisa@designforcontext.com Duane  Degler   Vice  President duane@designforcontext.com Keeping  the  Vision  Alive   TECHNIQUES  FOR  COMMUNICATION     THROUGHOUT  THE  PROJECT  LIFECYCLE         INTERACTION15  CONFERENCE  •  9  February,  2015       @design4context      #ixd15  
  2. 2. @design4context      Keeping  the  Vision  Alive      Interac=on15 2  ©  Design  for  Context PRESIDENT  AND   FOUNDER   Understand  user  needs  and   tasks.  Design  applica=ons   that  work  the  way  people   expect  them  to. Lisa  Ba'le   VICE  PRESIDENT   Focus  on  organiza=onal  and   user  success.  Help  navigate   complexity  via  design  and   informa=on  architecture. Duane  Degler  
  3. 3. @design4context      Keeping  the  Vision  Alive      Interac=on15 3  ©  Design  for  Context VISION  
  4. 4. @design4context      Keeping  the  Vision  Alive      Interac=on15 4  ©  Design  for  Context A  user-­‐centered  design  process  leads  to   crea=ng  a  vision  for  a  major  redesign,  a   new  product,  a  strategically  important   next  genera=on  of  a  product  suite. USER-­‐CENTERED  DESIGN  
  5. 5. @design4context      Keeping  the  Vision  Alive      Interac=on15 5  ©  Design  for  Context VISIONARY   PROTOTYPE   Provides  a  holisRc  view  of  what  the  experience  will  be  like   when  the  future  product  is  complete,  used  as  a  constant   reference  point.   Clickable  Prototype   Watch  videos  
  6. 6. @design4context      Keeping  the  Vision  Alive      Interac=on15 6  ©  Design  for  Context Par=cularly  when  projects  extend  over  a  long   period,  challenges  come  up:  technical   constraints,  scope  changes,  new  feature   requests,  poli=cs,  changes  in  leadership… CHALLENGES  
  7. 7. @design4context      Keeping  the  Vision  Alive      Interac=on15 7  ©  Design  for  Context APer  facilita=ng  the  crea=on  of  a  vision   for  a  redesign  or  new  product,  the  UX   team  oPen  becomes  responsible  for   keeping  the  vision  alive. KEEPERS  OF  THE  VISION  
  8. 8. @design4context      Keeping  the  Vision  Alive      Interac=on15 8  ©  Design  for  Context COMMUNICATING   THE  VISION  
  9. 9. @design4context      Keeping  the  Vision  Alive      Interac=on15 9  ©  Design  for  Context ExecuRves   Project  Leads   Development  Team   WE  COMMUNICATE  THE  VISION  TO  DIFFERENT  AUDIENCES…  
  10. 10. @design4context      Keeping  the  Vision  Alive      Interac=on15 10  ©  Design  for  Context ExecuRves   Project  Leads   Development  Team   WE  COMMUNICATE  THE  VISION  TO  DIFFERENT  AUDIENCES…   Early   Middle   Late  
  11. 11. @design4context      Keeping  the  Vision  Alive      Interac=on15 11  ©  Design  for  Context Project  Leads   Development  Team   WE  COMMUNICATE  THE  VISION  TO  DIFFERENT  AUDIENCES…   Early   Middle   Late   What  is  the   vision?   How  is  it  be'er   than  what  we  had   before?   How  much  have     we  accomplished   so  far?   What  is  our   roadmap  to   achieve  it?   ExecuPves  
  12. 12. @design4context      Keeping  the  Vision  Alive      Interac=on15 12  ©  Design  for  Context VISUALIZATION  OF   PROCESS  AND  PAIN   POINTS   Allow  decision  makers  to  visualize  pain  points  in  a  current   process  and  show  how  the  vision  is  simpler  and  cleaner.   Customer   DB   Sales   Leads   External  / Manual   Processes   Mark  as   prospect   Customer   found?   Open   report  in   Excel   Remove   duplicates   Yes   No   View   customer   info   Run  prospect   report,   export   Search  for   customer   in  sales   system   Create   record  in   sales   system     Review   customer   record   Mark  record   as  new   prospect,   add  notes   Valid  new   prospect?   Current  System   Send  to   Sales  Team   Open   Prospect   Spreadsheet   Customer  Service  Team   Sales  Team  
  13. 13. @design4context      Keeping  the  Vision  Alive      Interac=on15 13  ©  Design  for  Context VISUALIZATION  OF   PROCESS  AND  PAIN   POINTS   Allow  decision  makers  to  visualize  pain  points  in  a  current   process  and  show  how  the  vision  is  simpler  and  cleaner.   Full  CRM   External  / Manual   Processes   Mark  as   prospect   View   customer   info   Open   Prospects   List     Review   customer   record   Mark  record   as  ready  for   contact   Valid  new   prospect?   Future  System   No  external  or  manual  processing   Customer  Service  Team   Sales  Team  
  14. 14. @design4context      Keeping  the  Vision  Alive      Interac=on15 14  ©  Design  for  Context ROADMAP   IdenRfy  feature  groups  and  explain  what  will  be  done  for  each   of  them  in  the  short  term,  mid  term,  and  long  term.   Phase  1   Phase  2   Phase  3   1.  People  (Customer/Prospect  DB)               2.  CommunicaRons               3.  Workflow               4.  Knowledge  Base               5.  Issue  Tracking               6.  Sales  Leads              
  15. 15. @design4context      Keeping  the  Vision  Alive      Interac=on15 15  ©  Design  for  Context ROADMAP   Over  Rme,  track  the  feature  groups  and  show  which  ones  are   done,  which  are  in  progress,  which  have  not  started  yet.   Group   Short  Term       Mid-­‐Term       Long-­‐Term       Framework   Clarify  structure,   navigaRon       Streamline  look  and   feel   Streamline  access   levels       Expand  access  for   external  users           Establish  interacRon   model  between   elements       Enhance  interacRons   between  element   Define  complex   interacRons   elements                                       Customer/ Prospect  DB   Consolidated  data       Develop  base  view   Enhanced,  context   sensiRve  views  and   access  points   Develop  responsive   view   Further  develop  tools   and  views           IdenRfy  views  and   access  points       Support  history   tracking   dependencies                                           CommunicaPons   IdenRfy  types  and   prioriRes   Integrated  views   independent  of   mechanism   Clarify  views  and   relaRonships   Support  history   tracking   dependencies   Automate  response   opRons           Define  model  with   person  and  issues       Integrate  with  3rd   party  tools                                           Workflow   IdenRfy  rules  and   user  interacRons       Build  rules  engine   Define  work   management  opRons   Build  work   management  opRons           Establish  interacRon   model       Build  base   noRficaRons  and   access  points       Enhance  noRficaRon   and  access  points       Group   Short  Term       Mid-­‐Term       Long-­‐Term       Framework   Clarify  structure,   navigaRon       Streamline  look  and   feel   Streamline  access   levels       Expand  access  for   external  users           Establish  interacRon   model  between   elements       Enhance  interacRons   between  element   Introduce  2 nd  Rer   interacRons   elements        Finalize  machine   learning  framework                               Customer/ Prospect  DB   Consolidated  data       Develop  base  view   Enhanced,  context   sensiRve  views  and   access  points   Develop  reporRng   views  for  dashboard   Further  develop  tools   and  views    Add  cloud-­‐based   abstracRon  layer       IdenRfy  views  and   access  points       Support  history   tracking   dependencies                                           CommunicaPons   IdenRfy  types  and   prioriRes   Integrated  views   independent  of   mechanism   Clarify  views  and   relaRonships   Support  history   tracking   dependencies   Automate  response   opRons           Define  model  with   person  and  issues       Integrate  with  3rd   party  tools                                           Workflow   IdenRfy  rules  and   user  interacRons       Build  rules  engine   Define  work   management  opRons   Build  work   management  opRons    Re-­‐evaluate   performance  metrics       Establish  interacRon   model       Build  base   noRficaRons  and   access  points    Provide  API  for   customer   integraRons   Enhance  noRficaRon   and  access  points         Completed    In  progress    At  risk  
  16. 16. @design4context      Keeping  the  Vision  Alive      Interac=on15 16  ©  Design  for  Context PROJECT  GOALS   Build  towards  goals,  not  features.  Understanding  goals  and   keeping  a  focus  on  them  throughout  a  project  is  essenRal.   Decrease  call   Rme   Increase   conversion  rate   Faster   idenRficaRon  of   each  caller   More   personalized   offers   Offer     incenRves   Quick  answers  to   most  common   quesRons   Feature   Feature   Feature   Feature   GOAL  (WHY)   HOW   WHAT  (FEATURE  SETS)   Sub  feature   Feature   Sub  feature   Sub  feature   Sub  feature   Sub  feature   Sub  feature   Sub  feature   Sub  feature  
  17. 17. @design4context      Keeping  the  Vision  Alive      Interac=on15 17  ©  Design  for  Context PROJECT     TIMELINE   A  Rmeline  that  looks  back  over  the  project  history  and  points   out  key  milestones,  phases  and  achievements—showing  what’s   been  done  so  far  and  what’s  sRll  coming.   Q3  2013                              Q4  2013                              Q1  2014                              Q2  2014                          Q3  2014                              Q4  2014                              Q1  2015                              Q2  2015     Business  Process  Re-­‐engineering   Focus  Groups  and   Surveys   Visionary   Prototypes   Build  for  Beta  TesRng   Build  for  Extended  Pilot   Build  for  Full   Release   Framework   People   CommunicaRons   Workflow   Issue  Tracking   Knowledge  Management   Sales  Leads   Design  direc+on  agreed   on  by  stakeholders           (Dec  ‘14)   Demo  to  Board     (May  ‘14)   Release  for  Beta   (July  ‘14)   Demo  to  Board     (planned  Nov  ‘14)   Release  for  Pilot  users   (planned  Jan  ‘14)   Today!   (Oct  ‘14)  
  18. 18. @design4context      Keeping  the  Vision  Alive      Interac=on15 18  ©  Design  for  Context ExecuRves   Development  Team   WE  COMMUNICATE  THE  VISION  TO  DIFFERENT  AUDIENCES…   Early   Middle   Late   What  is  in  scope?   What  are  the   prioriRes?   What  goes  into   development  next?   Where  can  we   scale  back?   Project  Leads  
  19. 19. @design4context      Keeping  the  Vision  Alive      Interac=on15 19  ©  Design  for  Context VISION  WALL   Surround  the  project  team  with  arRfacts  that  express  the  goals   and  success  criteria.   Image  of  a  team  room  with  flip  charts  showing  goals,  criteria   for  success,  user  research  findings   Challenge:     Distributed   teams  do  not   have  an  easy,   ambient  shared   workspace  
  20. 20. @design4context      Keeping  the  Vision  Alive      Interac=on15 20  ©  Design  for  Context PROJECT  MULTI-­‐ TRACK  OVERVIEW   Keeping  different  parts  of  the  project  in  synch  and  focused  on   how  they  can  work  together  towards  a  vision.   Q4  2013                                        Q1  2014                                        Q2  2014                                    Q3  2014                                        Q4  2014                                        Q1  2015                                        Q2  2015                                      Q3  2015                                        Q4  2015   Framework  Customer/Prospect   DB   CommunicaRons  Workflow   1.1  EvaluaRon  and  Feedback   1.2  IteraRve  Design  and  Development:  Base  Element   1.3  IteraRve  Design  and  Development:  Overall  look  and  feel   3.1  Data  modeling     2.1  Data  modeling   4.2  Build  rules  engine   2.2  IteraRve  Design  and  Development:  Customer/Prospect  InformaRon   3.2  3rd  Party  IntegraRon  R&D     4.1  IdenRfy  business  rules   2.3  History  Tracking   3.3  IteraRve  Design  and  Development:  CommunicaRons   3.3  IteraRve  Design  and  Development:  Workflow  InteracRons  
  21. 21. @design4context      Keeping  the  Vision  Alive      Interac=on15 21  ©  Design  for  Context FEATURE     SUMMARY   Create  digesRble  summaries  of  features,  explaining  what  it  is  and   why  it  helps.  Discuss  which  features  have  been  built  so  far…   To  Do  This  Week   Cases  prioriRzed   automaRcally  for  each   user.     Tasks  and  AcPviPes   Non-­‐case  work  is   listed  in  the  same  area   as  case  related  work   so  users  have  just  one   place  to  look.     DASHBOARD   A  single  star=ng  point  for  planning  the  user’s  work  and   finding  any  cases  that  are  wai=ng  for  the  user’s  ac=on.   Quick  Access  to   ReporPng  and  Search   Users  can  quickly  find  their   reports  and  saved  searches.   2014  VERSION  
  22. 22. @design4context      Keeping  the  Vision  Alive      Interac=on15 22  ©  Design  for  Context FEATURE     SUMMARY   …  and  which  features  are  sRll  coming  in  the  future.   DASHBOARD   Addi=onal  tools  will  be  integrated  into  the  dashboard  to  give  users  more  visibility   on  their  produc=vity  and  help  them  plan  ahead,  including  what-­‐if  scenarios.  FUTURE  FEATURES   Credit  Calculator   Users  will  see  credits  earned   and  credits  needed  to  meet   their  goals     ProducPvity  Data  and  Tools   Views  of  producRvity  data   allow  users  to  see  their   historical  performance   Upcoming  Work   Planning  tools  allow  users  to   make  be'er  decisions  today  
  23. 23. @design4context      Keeping  the  Vision  Alive      Interac=on15 23  ©  Design  for  Context USER  STORY     OVERVIEW   A  quick  overview  of  user  stories  in  a  process  flow,  to  help  the   team  visualize  the  relaRonships  between  user  stories.   CUSTOMER  CUSTOMER  SERVICE  REPRESENTATIVE   Epic  #21:  Process  a  service  request   Request  a   service   Customer   found?   Epic  #15:   Create  new   customer   Find  available  services   Service   available?   Address   valid?   Receive  new   service   request   US  #1032   Find     customer   record   US  #1041   Verify   address   US  #1016   US  #1017   Edit   address   US  #1018   Browse   services   US  #1058   Search   services   US  #1059   Preview  a   service   US  #1060   View   recommenda Rons   US  #1061   Submit   service   request   US  #1035   US  #1033   Receive   confirmaRon   US  #1036   US  #1042   US  #1034   Yes   No   Yes   No   Yes   No  
  24. 24. @design4context      Keeping  the  Vision  Alive      Interac=on15 24  ©  Design  for  Context USER  STORY     SPREADSHEET     WITH  GRAPHS   Extend  the  user  story  list  to  show  status  of  stories.  
  25. 25. @design4context      Keeping  the  Vision  Alive      Interac=on15 25  ©  Design  for  Context ExecuRves   Project  Leads   Development  Team   WE  COMMUNICATE  THE  VISION  TO  DIFFERENT  AUDIENCES…   Early   Middle   Late   How  does  __   feature  fit  in?   What  alternaRves   are  there?   Is  this  a  short   term  or  a  long   term  design?  
  26. 26. @design4context      Keeping  the  Vision  Alive      Interac=on15 26  ©  Design  for  Context ELABORATION     OF  DESIGN   Over  Rme,  parts  of  the  original  visionary  prototype  are   elaborated  in  more  detailed  wireframes.     Vision   prototype   Wireframes  
  27. 27. @design4context      Keeping  the  Vision  Alive      Interac=on15 27  ©  Design  for  Context SHOW  FEATURES     IN  CONTEXT   Within  a  user  story,  provide  a  “big  picture”  wireframe  and   idenRfy  areas  that  aren’t  in  scope  for  the  current  story.    
  28. 28. @design4context      Keeping  the  Vision  Alive      Interac=on15 28  ©  Design  for  Context USER  STORY     SHORT  TERM  AND   LONG  TERM  VERSIONS   SomeRmes  a  short-­‐term  design  soluRon  differs  from  the   intended  design.  When  possible,  signpost  this.  
  29. 29. @design4context      Keeping  the  Vision  Alive      Interac=on15 29  ©  Design  for  Context ExecuRves   Project  Leads   Development  Team   WE  COMMUNICATE  THE  VISION  TO  DIFFERENT  AUDIENCES…   Early   Middle   Late  
  30. 30. @design4context      Keeping  the  Vision  Alive      Interac=on15 30  ©  Design  for  Context AND  AFTER  THE   PROJECT  ENDS…  
  31. 31. @design4context      Keeping  the  Vision  Alive      Interac=on15 31  ©  Design  for  Context Our  work  has  a  long  half-­‐life  and  project   teams  face  many  challenges  over  =me…   What  else  can  we  do  to  empower  them   for  long-­‐term  success? PERSPECTIVE  
  32. 32. @design4context      Keeping  the  Vision  Alive      Interac=on15 32  ©  Design  for  Context Vision   Org  /  Business  PerspecRves   Specific  Project  PerspecRves   Project  Approach   Design  Approach   Design  Specifics   BIG  PICTURE  IN  MIND,  ALWAYS  
  33. 33. @design4context      Keeping  the  Vision  Alive      Interac=on15 33  ©  Design  for  Context STRATEGIES   ThoughWul  communica=ons  and  story-­‐telling     supports  project  and  implementa=on  teams     in  =mes  when  you  aren’t  there.
  34. 34. @design4context      Keeping  the  Vision  Alive      Interac=on15 34  ©  Design  for  Context CulRvate     seeds  of   understanding,   ownership,  and   advocacy     NURTURE  CHAMPIONS  
  35. 35. @design4context      Keeping  the  Vision  Alive      Interac=on15 35  ©  Design  for  Context Provide  materials  that  help  the  team   maintain  the  design  and  its  intent  over   =me,  and  expand  as  needed. DOCUMENTATION  
  36. 36. @design4context      Keeping  the  Vision  Alive      Interac=on15 36  ©  Design  for  Context MAP  OUT  THE  JOURNEY   Clear   dependencies   Manageable   steps   Visible   alignment  
  37. 37. @design4context      Keeping  the  Vision  Alive      Interac=on15 37  ©  Design  for  Context Group   Short  Term       Mid-­‐Term       Long-­‐Term       Framework   Clarify  structure,   navigaRon       Streamline  look  and   feel   Streamline  access   levels       Expand  access  for   external  users           Establish  interacRon   model  between   elements       Enhance  interacRons   between  element   Define  complex   interacRons   elements                                       Customer/ Prospect  DB   Consolidated  data       Develop  base  view   Enhanced,  context   sensiRve  views  and   access  points   Develop  responsive   view   Further  develop  tools   and  views           IdenRfy  views  and   access  points       Support  history   tracking   dependencies                                           CommunicaPons   IdenRfy  types  and   prioriRes   Integrated  views   independent  of   mechanism   Clarify  views  and   relaRonships   Support  history   tracking   dependencies   Automate  response   opRons           Define  model  with   person  and  issues       Integrate  with  3rd   party  tools                                           Workflow   IdenRfy  rules  and   user  interacRons       Build  rules  engine   Define  work   management  opRons   Build  work   management  opRons           Establish  interacRon   model       Build  base   noRficaRons  and   access  points       Enhance  noRficaRon   and  access  points       Group   Short  Term       Mid-­‐Term       Long-­‐Term       Framework   Clarify  structure,   navigaRon       Streamline  look  and   feel   Streamline  access   levels       Expand  access  for   external  users           Establish  interacRon   model  between   elements       Enhance  interacRons   between  element   Introduce  2 nd  Rer   interacRons   elements        Finalize  machine   learning  framework                               Customer/ Prospect  DB   Consolidated  data       Develop  base  view   Enhanced,  context   sensiRve  views  and   access  points   Develop  reporRng   views  for  dashboard   Further  develop  tools   and  views    Add  cloud-­‐based   abstracRon  layer       IdenRfy  views  and   access  points       Support  history   tracking   dependencies                                           CommunicaPons   IdenRfy  types  and   prioriRes   Integrated  views   independent  of   mechanism   Clarify  views  and   relaRonships   Support  history   tracking   dependencies   Automate  response   opRons           Define  model  with   person  and  issues       Integrate  with  3rd   party  tools                                           Workflow   IdenRfy  rules  and   user  interacRons       Build  rules  engine   Define  work   management  opRons   Build  work   management  opRons    Re-­‐evaluate   performance  metrics       Establish  interacRon   model       Build  base   noRficaRons  and   access  points    Provide  API  for   customer   integraRons   Enhance  noRficaRon   and  access  points         EVOLVING  ROADMAP   Completed    In  progress    At  risk  
  38. 38. @design4context      Keeping  the  Vision  Alive      Interac=on15 38  ©  Design  for  Context Grant  -­‐  PracPcing  engineer                             28  years  old       KNOWLEDGE   Engineering  subject   ma'er   ●●●○○       EXPERIENCE   Years  of  job  experience   ●●○○○       TECHNOLOGY   Computer/web   knowledge   ●●●●○     DEMOGRAPHICS  &  CHARACTERISTICS   •  Can  travel,  but  might  do  it  less  now   •  Busy   WORK  /  RESPONSIBILITIES   •  Working  engineer   •  Master’s  not  PhD   RELATIONSHIP  TO  TRADE  ORGANIZATION   •  Not  acRve  member;  not  enough  Rme  to  volunteer   •  A'ends  local  chapter  meeRngs   BACKGROUND,  KNOWLEDGE  &  EXPERIENCE   •  Very  familiar  with  the  industry       GOALS  &  MOTIVATIONS   •  Networking   •  Wants  to  get  licensed  /  keep  license   USE  OF  TECHNOLOGY/WEB   •  Tech  savvy   IMPLICATIONS  FOR  SITE  DESIGN  OR  CONTENT   Membership  in  trade  organizaRon  could  help  him  with  career  development  and  networking   (conversion)     Create  a  list  of  references   WHO   Research  Project   Assistant       WHEN   At  any  Rme       FREQUENCY   Daily,  potenRally   mulRple  Rmes  a  day         ENVIRONMENT   Online       TRIGGER   Primary  researcher   requests  a  list  of   potenRal  publicaRons   that  can  be  used  as   references   SCENARIO   In  preparing  to  publish  a  research  arRcle  in  a  peer-­‐reviewed  journal,  the  Research  Project  Assistant   begins  to  create  a  list  of  references  that  either  in  support  of  the  research  or  against  the  research  so   that  when  the  primary  researcher  is  ready  to  begin  wriRng  the  arRcle,  she  has  a  list  of  relevant   references  to  use.     PROCESS  VARIATIONS   •  Depending  on  the  journal  in  which  the  references  will  appear,  they  will  need  to  created  in  various   formats,  such  as  APA  or  Chicago.   PERSON  VARIATIONS   •  Some  Research  Assistants  keep  a  list  of  previously  used  references  on  hand  with  secRons  marked   so  that  when  the  researcher  is  preparing  a  new  arRcle  similar  to  a  previous  arRcle  she  all  ready   has  the  needed  references   DATA  CONSIDERATIONS   •  None   PERSONAS  AND  SCENARIOS   Re-­‐ground   people  in  the   users’   experience  
  39. 39. @design4context      Keeping  the  Vision  Alive      Interac=on15 39  ©  Design  for  Context STYLE  GUIDES  AND  PATTERN  LIBRARIES  
  40. 40. @design4context      Keeping  the  Vision  Alive      Interac=on15 40  ©  Design  for  Context What  kind  of   content  is  it?     Product   markeRng?   Help   content?   “About  us”   info?   Other?   Future   product?   Current   product?   Product   Overview   page   “On  the   horizon”   area   Org  strat.   and  goals?   Dept.   details?   Our   people?   Clickable   org.  chart   “2014   Vision”   page   Dept.   home   page   Help   repository   Call     webmaster   DECISION  TREE  
  41. 41. @design4context      Keeping  the  Vision  Alive      Interac=on15 41  ©  Design  for  Context SUMMARY   Keep  a  big  picture  mindset,  and  encourage  others   to  do  the  same Help  team  members  tell  meaningful  stories Create  ar=facts  to  support  evolu=on  over  =me  
  42. 42. Lisa  Ba'le   President lisa@designforcontext.com Duane  Degler   Vice  President duane@designforcontext.com Keeping  the  Vision  Alive   INTERACTION15   Thanks!   Presenta=on  is  on  Slideshare  –  Go  to  www.designforcontext.com/publica=ons     @design4context      

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