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Designing with Agile Workshop (Half Day)

Slides from the half-day version of my "Designing with Agile" workshop, which I did at the 2012 IA Summit.

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Designing with Agile
Fast, Effective Methods that Work

                   @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM   #IASUMMIT / MAR 21 2012
Overview
- Intro (10m)
- Teams/Workshop Project (5m)
- Workshop (80m)
- Break ~10:30 (20m)
- Workshop (100m)
- Retrospective (~20m)




                @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM   #IASUMMIT / MAR 21 2012
Who’s here?




      @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM   #IASUMMIT / MAR 21 2012
@ANDERSRAMSAY / DESIGNINGWITHAGILE.COM   #IASUMMIT / MAR 21 2012
Traditional Relay Race
- Team members run alone.
- Collaboration is not built into the game.
                   @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM   #IASUMMIT / MAR 21 2012
Agile Rugby Game
- Intensive and continuous collaboration is core to the game.
- Win the UX game by understanding how to move on an Agile playing field.
                 @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM   #IASUMMIT / MAR 21 2012

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Designing with Agile Workshop (Half Day)

  • 1. Designing with Agile Fast, Effective Methods that Work @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 2. Overview - Intro (10m) - Teams/Workshop Project (5m) - Workshop (80m) - Break ~10:30 (20m) - Workshop (100m) - Retrospective (~20m) @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 3. Who’s here? @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 4. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 5. Traditional Relay Race - Team members run alone. - Collaboration is not built into the game. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 6. Agile Rugby Game - Intensive and continuous collaboration is core to the game. - Win the UX game by understanding how to move on an Agile playing field. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 7. Our top goal is to…but what’s most important is that we…tho what we really must do is to… But I Thought… Whaa…? What About…? A Relay Race Meeting - Not designed for collaboration. - Slow debugging of issues, differences in understanding. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 8. A Rugby Game Meeting Workshop - An intensive passing game across roles/perspectives. - Rapidly iterating toward shared understanding. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 9. Learning to Play UX Rugby Collaboration-centered design, a shift toward a facilitator skillset. - Cardstorming - Collaborative Chartering - Design Studio - Dotvoting - Ideation Clearinghouse - Paired Interviews - Product Box - Provisional Personas - Speed Boat - Story Mapping and many more... @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 10. An Agile UX Project Pattern ly ken i sta n m rong fte Io he w er t ause… ord bec I rt,an pa w t us ers to feel c onfide their c nt abo ut hoice… Capture Explore Product Designing Problems, Solutions Road Map while Building Goals @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 11. An intensive passing game Learn From Convo Make to Code Test @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 12. Teams - 4-6 per team. - 1 product owner @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 13. Our Sample Project A Donator App for a Children’s Charity Providing education and shelter for abandoned and orphaned children around the world. (a real charity I’ve worked with) @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 14. Business Goals - Convince visitors to make a donation. - Persuade visitors to donate a little more than intended. - Make visitors feel confident the donation is going toward actual cause. - Motivate visitors to tell others to donate. Target Audience: You (for workshop purposes only) @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 15. An Agile UX Project Pattern ly ken i sta n m rong fte Io he w er t ause… ord bec I rt,an pa w t us ers to feel c onfide their c nt abo ut hoice… Capture Explore Product Designing Problems, Solutions Road Map while Building Goals @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 16. Paired Interviews - Applying pairing to user research. - Quickly capture data from many users. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 17. Paired Interviews - Be sure each person has a chance to interview the other. - Capture each key point on a separate sticky. - Capture as many stickies as possible. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 18. Barb, 54 * Has been proofing manuscripts w/ red pen for almost 30 years and has no interest in doing it any other way. * Knows MS Word inside and out: “I help others in the office use it.” * Still struggles with using email. * Bristles at being told she is not computer literate: “I stay in touch with my grandkids using Facebook, so there.” Provisional Personas - Continue to evolve with our understanding of our users. - Team participation facilitates user empathy. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 19. Experience Mapping - Uncover and prioritize user needs and desires. - Based on the “Speed Boat” Innovation Game. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 20. X-Mapping Pattern 1. Establish Goals/Focus. 2. Generate raw materials (eg with Cardstorming) 3. Self-organized mapping. (Can do in pairs.) 4. Circle and title item clusters. 5. Prioritize (eg w/Dot-Voting) @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 21. Dot-voting - Quickly captures trending opinions. - 3-5 dots per participant. - Use markers or stickie dots. - Voters can distribute dots any way they want. - Everyone votes at once. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 22. An Agile UX Project Pattern ly ken i sta n m rong fte Io he w er t ause… ord bec I rt,an pa w t us ers to feel c onfide their c nt abo ut hoice… Capture Explore Problems, Solutions Goals @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 23. Design Studio - Tapping into the whole team’s knowledge and imagination. - Can be used for research or actual design. - Three variants: Divergent, Convergent, Ad-Hoc @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 24. A Design Studio Pattern Focus/ Warmup/ Sketching Boundaries Raw Materials Timebox Critique @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 25. Cardstorming - 3-5 minute timebox. - Warms up brain and hands. - Each participant writes as many features they can think of on separate stickies. - Becomes a feature palette for sketching. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 26. Sketching Timebox - 5m timebox. - Everyone sketches. - No rules. - If conducting with general stakeholders, clarify that this is research, not design. - If conducting with the internal team, the UI concepts can be the basis for the actual design. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 27. Critique - 2m round-robin, then open crit. - Take careful notes, attach to the respective sketches. - Look for and work to resolve vision differences. - (Optional) Dot-vote to uncover trending solutions. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 28. An Agile UX Project Pattern ly ken i sta n m rong fte Io he w er t ause… ord bec I rt,an pa w t us ers to feel c onfide their c nt abo ut hoice… Capture Product Explore Problems, Solutions Road Map Goals @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 29. Uncovering a Product Road Map UI Exploration Storymapping Product Road Map Estimating @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 30. Product Road Map and MVP - Designing releases, uncovering a Minimum Viable Product (MVP) - Many ways to slice and dice. - First release often hardest. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 31. MVP Strategies - Painkiller Fastest/Cheapest way to remove user pain. - Fa$t Money Fastest path to revenue. - Go Ugly Early Screw the UX, just make it work. - Fake It ‘til You Make It Create fake features to capture metrics and validate your idea. There is no one right way. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 32. Storymapping Attract Convert Transact Upsell @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 33. The thinnest horizontal slice Attract Convert Transact Upsell R1 @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 34. Storymapping and UI... Directory Purchasing Fulfillment Support How do they map to Do we have all the user interface? the all the stories? Are they even the right stories? @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 35. UX Stories vs Dev Stories... I often order the wrong As an auto sales rep, I part, because the part want to search for parts numbering system is visually, so I can be sure confusing. It wastes time I’m ordering the right part. and makes me look stupid in front of customers! “Tell me about your “Tell me what to build.” problem or goal.” A Dev Story. Can be estimated, sized, tested. A UX Story. Often emotional, not easily estimable, testable, etc. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 36. Those who need a document should participate in creating it. —Ancient Agile Proverb @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 37. UX Storymapping 1.Lay out a complete user flow. 2.Create a story map backbone. 3.Explore the thinnest horizontal UI slice. (What features can be simpler/removed for the MVP Missing features? Add a sticky.) 4.Work with the “Dev” on extracting cards from the UI to add to the storymap. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 38. UX Storymapping Example Attract Transact Upsell Share Static Landing Process Page credit card payments “Donator- Make payment meter” via SMS @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 39. The UX of Estimating - Be sure estimate is informed by UI Exploration. - Be present, prepared to speak up and negotiate. - Understand the estimation units (e.g. points) @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012 Photo: ryanendres.blogspot.com
  • 40. An Agile UX Project Pattern ly ken i sta n m rong fte Io he w er t ause… ord bec I rt,an pa w t us ers to feel c onfide their c nt abo ut hoice… Capture Designing Explore Product Problems, Solutions Road Map while Building Goals @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 41. Designing while Building - Supporting the current sprint - Preparing for the next sprint - Learning from the previous sprint. - More about logistics than design. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 42. Automating Collaboration with Cadences - Apply Agile approach to planning to ensure that whole team is designing together. - Can also be applied to field research, usability testing and other UX activities. @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 43. Micro-Sprints - Self-organize into UX/”Dev”/PO - Create paper prototypes that allow for completing the donation process. - I’ll initiate “User Fridays” cadences. - Ask users how much they’d be willing to donate and track your donation and upsell totals. @ANDERSRAMSAY DESIGNINGWITHAGILE.COM #IASUMMIT MAR 21 2012
  • 44. Showcase @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 45. Done vs Validated Done - a tool for helping teams make decisions and move forward. Can we decide that this task is done and move on to the next thing? Validated - a measurement of design value. Was this idea as good as we thought it was? @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 46. Retrospective - Enabling continual learning and improvement. - Start with results from the last retrospective. - What worked? Didn’t work? What didn’t make sense? @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012
  • 47. Thanks! @andersramsay andersramsay.com designingwithagile.com @ANDERSRAMSAY / DESIGNINGWITHAGILE.COM #IASUMMIT / MAR 21 2012