Treat your career like a design project. A brief overview of a coaching framework and career design workshop that enables managers and employees alike.
Ian Swinson
VP of UX
iswinson@gmail.com
Designing Your Career
Roles
Associate
Staff
Senior
Lead
Principal
Architect
Principal
Architect
Chief Design
Officer
Manager
Senior
Manager
Director
Senior
Director
Vice President
?
This is a big deal!
Or...is it? SVP
Ability: Design
Impact - You drive the design and direction of your features
and products to create happier customers.
Interaction - From concepts to whiteboards to wireframing,
prototyping and beyond. You craft an elegant product.
Visual - You make beautiful products. You create beautiful and
compelling deliverables for communicating product vision.
Prototyping - You effectively communicate through prototypes
at various levels of fidelity. You know when and which method
to use.
Tools - You’re on top of game for all necessary software tools.
This covers prototyping, graphics, coding, mobile, etc.
Process - You understand the overall design process and
utilize it effectively and appropriately.
Research - You can handle formative and/or summative
research effectively. You approach every design with a
thorough analysis of the problem space. You engage effectively
with Product Intel. You perform insightful competitive analyses.
Ability: Research
Impact - You drive the research and strategic direction of your
features and products to create happier customers.
Communication - Your message is being clearly conveyed,
heard, and respected.
Empathy - You ensure team members are on a first name basis
with their users. You bring customer data to life.
Methods - You demonstrate appropriately strong
methodological skills for both qualitative and quantitative skills.
Knowledge - You leverage data from channels such as Product
Intel, competitive analysis, industry trends, customers,
personas, Chatter, etc. You are an expert in your product area.
Roadmap - You accurately plan the research for a release. Are
they able to adapt their priorities and scope as needs change.
Domain - You understand the problem space and needs of the
customer.
Ability: Knowledge
Customer - You know the Personas, company types, sizes, etc.
for your product area. You know how your customers use and
extend your products and features.
Product - You know your product(s) and product lines.
Industry/Competitive - You know the overall industry related to
your products.
Company/Business - You know SFDC overall and how we
compete within the industry.
Organization Awareness - You understand your supported
organization and the broader SFDC eco-system. You know how
UX operates and how we fit into the company at large.
Ability: Technical
Systems Thinking - You are an architect at heart. You use
both sides of your brain to craft beautiful solutions from the
feature to the system level. You bring new perspective to
problems and to provide leverage and insight for how we might
do things differently.
HTML - You can code quickly and semantically.
CSS - You can control your semantic code effectively with CSS
and create pixel-perfect designs.
JS/Other - Your prototypes are rich, interactive & feel like a real
product.
Aura/Apex/Visualforce - You effectively utilize our Platform
technologies to create prototypes or completely functional
applications.
DatStat/Morae/Eye Tracking - You leverage a rich collection of
tools to increase design and research effectiveness.
Ability: Communication
Daily - You’re transparent with your manager/ux team/scrum
team on projects/progress.
Presentations - From creating Keynotes, to publishing
prototypes and wireframes, to delivering their message...you
communicate effectively.
Written - From emails to wikis to blogs...you are clear, concise,
compelling and convincing writers.
Meetings - You run effective and product meetings. You involve
the right people at the right time. You clearly communicate
action items and decisions.
Resourcefulness - You leverage the company and your
network to tackle problems.
Leveraging Feedback/Reviews - You frequently collect
feedback, track it to alter designs, gain insights and build
relationships.
Ability: Leadership
Product Leadership - You work effectively with the Dev/PM/QE
orgs to drive the creation of kick-ass products.
Mentoring - You take time to help co-workers who are
developing their skills.
Process Leadership - You know the process, how to use it &
help your co-workers identify opportunities to improve.
Design/Research Leadership - You are effective and
supportive at art direction, in design critiques, assessing
research, providing heuristic reviews, etc. You are a multiplying
factor in the quality of work produced by your teammates and
co-workers.
Thought Leadership - You are sought out for advice in
particular domains or areas of expertise.
Ability: Culture
Optimistic - You bring a positive, collaborative and supportive
and engaging attitude to their work and the team. You actively
support your team members - both professionally and
personally.
Solution Focused - Problems are just the beginning. You’re
driven to find solutions. “How might we...” is on the tip of your
tongue all day. You help your co-workers focus on solutions.
Crossing Boundaries - You reach out and build relationships
beyond their core UX team. You build relationships across
clouds and disciplines.
Foundation - You participate in Foundation events and actively
give back to the community.
Customer Outreach - You comport yourself professionally,
cordially and enthusiastically when interacting with customers.
Ability: Innovation
Futurist - You think beyond the current scope of your PM’s road
map. You can envision a brighter future for our customers. You
invent entirely new business opportunities.
Technology - You are in touch with the latest gadgets, trends,
technology, competitors, frameworks, etc.
Patents - You utilize the patent process to protect our
intellectual property.
Process - You recognize that invention goes far beyond
products. You are consistently looking for new ways to practice
your craft.
Fearless - You are fearless. The present is just a little boring so
you spend time dreaming about where we’ll be in the future.
You work to make that future a reality.
The Mini
Project Skills Personal Skills Team Skills
+2
+1
Current
-1
-2
5
=over
3
=at
=under
1
The Mini
Project Skills Personal Skills Team Skills
+2
+1
Current
-1
-2
5
=over
3
=at
=under
1
Workshop Agenda
• Who are you? What’s your brand?
• What have you learned?
• Where are you now? Where do you want to be?
• Planning. Values, Vision and Goals.
• Building your network.
• Defining your north star.
Prepare Understand Diverge Decide Prototype Validate
Prepare
Get the people and things you need.
All you need is yourself, your memories, a little
self-awareness, and eventually a mentor or two.
Brand
Your personal brand is what people say about
you when you are not in the room.
Prepare Understand Diverge Decide Prototype Validate
Understand
Dig into the design problem…
From past positions what did you most enjoy
doing? What did you enjoy least?
Prepare Understand Diverge Decide Prototype Validate
Understand
Dig into the design problem…
What skills do you have? What do you like to
do? What opportunities are available?
Prepare Understand Diverge Decide Prototype Validate
Diverge
Rapidly develop as many solutions as possible.
Think about what kinds of jobs, roles, skills,
classes, projects…you name it…that you’d like
to experience or learn.
Prepare Understand Diverge Decide Prototype Validate
Decide
Choose the best ideas and hammer out a user
story. Your story! Take all your best ideas and
come up with a plan.
Prepare Understand Diverge Decide Prototype Validate
Prototype
Build something quick and dirty that can be
shown to…your manager. Put together a short-and
long-term plan. Think about how you’ll
evaluate your plan.
Prepare Understand Diverge Decide Prototype Validate
Validate
Think about your goals, your history, and your
level of satisfaction and challenge - be honest
about what’s working and what isn’t.
Prepare Understand Diverge Decide Prototype Validate
Iterate
Like every design project…once you’re done it’s
time to iterate (or try something new).
The future is not something that
happens to you.
The future is something you do.
Glen Hiemstra, futurist.com
Your career is the one project you
will exclusively own.
Make it a great one!
Thank You!
Ian Swinson
VP of UX
iswinson@gmail.com
@iswinson
Editor's Notes
Quick intro…
A quick review of roles, IC, mgmt and a research project
And a recent labor of love in the form of a coaching framework that has become a career & coaching workshop
A little history and background. Like many tech companies we have a dual track career path. One is for individual contributors, the other for management.
After 15 years of being a designer I switched to full-time management. It was a tough decision. But why?
At the time I thought long and hard about which direction to take my career.
And while thinking about it I really started to question the need to have such a clear delineation between the roles.
Have you ever met two designers, two researchers, two developers, etc. who were a carbon copy of each other in every conceivable and distinguishable way? No.
Why was I so anxious about the transition? Why is it such a big deal to try one path over another? And, more importantly, is there anything I can do to better prepare myself to handle career decisions more effectively in the future.
During this time I was managing about 30 people. And one thing that struck me is that 1:1’s can be tricky. Early in the day, full of energy, coffee coursing through your veins - all good. Late in the day, burned out, distracted and tired. Not so good.
Some employees have an innate ability to think about the future - all good. Some, while great at cranking out work, can’t think more than a week in the future. Time to facilitate.
Which is weird - because 1:1’s, while open to any work-related topic, are generally focused either on projects or careers. When it comes to projects - we have a very well-defined process.
But when it comes to careers - I’ve seen managers (myself included) ask things like “How’s it going?” We need a career mgmt process that’s as detailed as the UX process and why not use something familiar?
Okay - treat your career like a design project. How the heck does one do that?
The first thing we need is a framework for evaluating success in the work place.
This is a key concept about careers. Most companies have a career ladder - though you’d be surprised by how many, even large ones, do not.
We’ve attempted to use them in the past and they can be useful for assessments when considering someone for promotion - we have not found them useful for coaching and planning.
But we need enough structure to provide constraints. Without them - just like a design project - you’ll never know when you’re done or tell good from bad.
As you go from 1 thru 8 the abilities become more necessary for leadership and management. 1 and 2 are the core skills tied to a UX career and then, depending on what you want to do next, employees need to figure out where to focus to move their careers forward.
Impact, Interaction, Visual, Prototyping, Tools, Process, Research
I like to draw this quickly on the whiteboard and then talk through it with the employee. The focus is on areas to explore for training or new opportunities. It is not about judging an employee’s performance.
An example of one assessment. If this person has targeted Communication as an area for growth - great! - you now have a clear idea about where to spend time with coaching and/or training.
High-level agenda and goals for the workshop
Well this one’s pretty easy - because it’s just you!
We start light with a little mad-lib asking simple factual questions about your current job. And, of course, for fun about your spirit animal or what superhero talent you’d want. We also dig into a more serious topic - your brand.
Well this one’s pretty easy - because it’s just you!
This one is more challenging. What skills do you have? What do you like to do? What’s valued at your company? And, possibly most importantly, what from your past have you enjoying doing the most?
This one is more challenging. What skills do you have? What do you like to do? What’s valued at your company? And, possibly most importantly, what from your past have you enjoying doing the most?
This is where we bring back the framework and go through a detailed assessment about the various abilities we currently possess - and those we’d most like to develop.
And as managers - it’s your responsibility to instill the same agency in your employees.
This is where you take all your history
You can have both a long-term and a short-term plan. Projects, role, opportunities, classes, skills, etc.
Unless you work alone you probably can’t redefine everything overnight. Work with your manager to put together a progression plan.
Managers - this is your oppty to step up and make a difference.
One of the key ways to prototype is to build new relationships and get support from co-workers. Use their observations and insights to enhance your self-awareness. Ask them for guidance about what’s working and what needs fine tuning.
This is definitely the most important part. You’ve now redefined how you think about your career, put a framework in place, and introduced a way to both try things out, validate them, and adjust according to success, satisfaction and whether or not it meets your goals.
Like any design project - once you’re done with v1, it’s time to move onto v2 to fine tune the ideas.
This is definitely the most important part. You’ve now redefined how you think about your career, put a framework in place, and introduced a way to both try things out, validate them, and adjust according to success, satisfaction and whether or not it meets your goals.
Like any design project - once you’re done with v1, it’s time to move onto v2 to fine tune the ideas.
And when it comes to design projects - your career is the only one you’ll exclusively own. Make it a great one!