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UX Research within an Agile Design and Development Sprint Cycle

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Want to know how to deliver high-value, strategic research insights within a lean sprint process? Learn a quick, useful, and inexpensive process for incorporating user research & usability into Agile Design & Development sprint cycles. We will share a case study that demonstrates how it works and how we work together (research + UX design + dev).

Some of the topics we'll cover:

User Research on a slim budget & tight timeline
Planning research while still designing (what, when, how)
Rapid prototyping to support usability testing
The Post-Testing debrief (meeting with core team to discuss observations & agree on next steps for design and development)
Design iteration based on testing observations (not based on a lengthy expensive report)

Published in: Technology

UX Research within an Agile Design and Development Sprint Cycle

  1. 1. UX RESEARCH WITHIN AN AGILE DESIGN & DEVELOPMENT SPRINT CYCLE 1 JUN 2016
  2. 2. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX WHAT WE’LL COVER 5 artifacts that we use TOPICS Lessons learned What’s nextA case studyResearch during design & dev sprints
  3. 3. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX IN CONTEXT PAST PRESENT FUTURE
  4. 4. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE PAST
  5. 5. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX LINEAR AND ATOMIZED TRADITIONAL PROCESS 01 02 03RESEARCH DESIGN DEVELOPMENT
  6. 6. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX RESEARCH DEFICITS TRADITIONAL PROCESS Puts focus on user in up-front research phase: lack of user focus in later phases Conceptual and discovery research too early, during abstract phase Developer validation too late, during concrete phase of implementation
  7. 7. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX DESIGN DEFICITS TRADITIONAL PROCESS Interactive focus - lacks opportunities for abstraction Atomized focus on aesthetics Voice of user can be lost
  8. 8. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX IMPLEMENTATION DEFICITS TRADITIONAL PROCESS Developers see little interest in research phase (not relevant to their needs yet) “Whisper down the lane”
  9. 9. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX TRADITIONAL PROCESS Assumes and relies upon close physical proximity of teams Assumes and relies upon hyper- communicative team members Not necessarily scalable when utilizing geographically
  10. 10. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX WHAT IS THE PROCESS REALLY LIKE? PROCEDURAL DESIGN & PROGRAMMING
  11. 11. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX How can we change it?
  12. 12. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE PRESENT
  13. 13. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX A shift in mindset.
  14. 14. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX A SHIFT IN MINDSET Research engaged throughout the project; all disciplines use sprints to deliver value. Research is a design and development tool for creating a “user- center designed” product. Abandon the assembly line process.
  15. 15. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE GOAL As a researcher, I want to get to findings & insights (quickly), so that we can get to a good design (quickly). USER-CENTERED DESIGN
  16. 16. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX RESEARCH & SPRINTS Who? Research, Design, Dev, Clients What? Informing or Evaluating When? As often as needed throughout sprints USER-CENTERED DESIGN
  17. 17. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX What’s it look like?
  18. 18. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE AGILE TRINITY
  19. 19. EVALUATE EVALUATE EVALUATE RESEARCH DESIGN BUILD
  20. 20. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 SPRINT 6 SPRINT 7
  21. 21. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 SPRINT 6 SPRINT 7
  22. 22. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX GENERATIVE OR DESCRIPTIVE RESEARCH TO INFORM
  23. 23. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX EVALUATIVE RESEARCH TO VALIDATE
  24. 24. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX A CASE STUDY PROJECT BACKGROUND Challenge Website redesign to create a dedicated experience for advisors Establish a new look and feel to communicate launch of new brand Leverage and re-architect existing content Timeline 6 month timeline / 8 Sprints (3 wks each) Deliverable Working prototype that demonstrates new user experience and key workflows with usable code
  25. 25. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE SPRINT PLAN Purpose Design the vision. Concept Design the framework. Feature sets Design the workflows.
  26. 26. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 SPRINT 6 SPRINT 7
  27. 27. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRI kickoff
  28. 28. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX Session Survey: http://www.uxpa2016.org/sessionsurvey Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org #UXPA2016 STAKEHOLDER INTERVIEWS IN-DEPTH USER INTERVIEWS TECH ASSESSMENT COMP SPRINT0 Week 3 Week 4Week 1 Week 2 SPRINT1
  29. 29. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX Session Survey: http://www.uxpa2016.org/sessionsurvey Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org #UXPA2016 FRAMEWORK DESIGN NT COMPETITIVE ASSESSMENT Week 3 Week 4 Week 6Week 5 Week 7 RESEARCH SYNER INTERVIEWS USABILITY TESTING SPRINT1 SPRINT2 PROTOTYPE DEVELOPMENT
  30. 30. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX 5 RESEARCH ARTIFACTS The Research Protocol The Observation Guide The Post-Testing Debrief The “Report” The Refactoring Sprint
  31. 31. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE RESEARCH PROTOCOL Study Goals Document the objectives for the study. Key Tasks Document what’s being tested
  32. 32. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE OBSERVATION GUIDE Observation guide to keep observers on task What are we testing? What did you observe?
  33. 33. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE POST-TESTING DEBRIEF Protocol Outline Handout Study Goals Key Tasks Organized Discussion What worked What worked but needs tweaks What didn’t work Requires data analysis
  34. 34. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE “REPORT” Study Goals What worked What worked but needs tweaks What didn’t work Other important findings
  35. 35. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE REFACTORING SPRINT Research Detailed analysis, looping in design, dev, and clients if anything changed since the debrief. Start planning the next set of research. Design & Development Iterate based on research findings, begin next feature set.
  36. 36. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX LEARNED IN THIS PROCESS What are we researching? Lead the process. What are we changing? Own the discussion. What does it mean to be agile? Be ready for change. THE ROLE OF THE RESEARCHER
  37. 37. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX How can we iterate on this process?
  38. 38. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE FUTURE
  39. 39. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX A change in mindset.
  40. 40. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX Object-Oriented UX #OOUX A change in mindset.
  41. 41. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX OOUX ORIGINS Dave Collins (1994) Designing Object-Oriented User Interfaces Sophia Voychehoyski (2015) http://alistapart.com/article/object-oriented-ux
  42. 42. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX OOUX Place object design before interaction design. Place data before logic. Abandon the assembly line micro- process.
  43. 43. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX PROCEDURAL
  44. 44. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX PROCEDURAL vs.
  45. 45. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX PROCEDURAL vs. OBJECT ORIENTED
  46. 46. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX WHY DO WE WANT TO DO THIS? So we can think about the entire system in line with real-world objects in users’ mental model, not digital-world actions. We don’t go to a web site because we want to search, filter, or check-out. We go to a web site because we want a plane ticket. We want relationships. We want food. We want a book. We want things.
  47. 47. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX You might be thinking, this all sounds great, but we have a lot of invested in Agile. We have user stories, we have workflows, we have a minimal viable product we need to produce in a few weeks. What does that all mean? BUT WE’RE SO INVESTED IN AGILE!
  48. 48. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX Start with a discrete “object”, which can have associated “actions” and “adjectives” associated with it. OOUX & “THINGS” Example: Object: Coin Verb: Rate Adjective: Year
  49. 49. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX As a user I can view numerous coins so that I can rate each coin. As a user I can add/edit/delete comments for each coin and sort by date posted. As a user I can view the properties of each coin, so that I can see what the current average rating is, as well as view the year, mint, type, obverse and reverse image and see who the user is who originally uploaded the coin. THE USER STORY Noun, Verb, Adjective, Metadata
  50. 50. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX 1. Nouns are objects 2. Verbs are methods of objects (CTAs) 3. Adjectives are properties of objects 4. Collection of adjectives are metadata 5. Find relationships between objects 6. Find dependencies between objects 7. Code before wireframes (!)
  51. 51. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THE EFFECT OF OOUX ON PROCESS? Research, then design, then development vs. Research and design and development
  52. 52. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX SPEAK THE SAME LANGUAGE
  53. 53. Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX THANK YOU Ed Hertzog edhertzog@gmail.com @phillywebguy Georgia Spangenberg georgiaspangenberg@gmail.com @247ux

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