The document outlines a collaborative design framework for enterprise teams, presented by Daniel Castro, focusing on effective communication and structured processes. It details the schedule and key activities for a 'UX Palooza,' emphasizing goal definition, hands-on design, and stakeholder involvement. Additional planning tips and checklists are provided to ensure successful collaboration and engagement during these sessions.

1. Collaborative Design for
Enterprise Teams
By Daniel Castro, Director, User Experience | August 17th, 2016

2. 2000 ‘dotcom’
Self taught UI Software Engineer
Studied @ Academy of Art
Rational, Proofpoint, Verizon,
Co-founded Globworld
Game Studio WishB
Walmart, LG, Sephora, Tibco
Currently @Sumo Logic
Director of Design
About Me

3. Design is at the heart of our life, communication is the bloodline

4. Collaborate with
the appropriate
expectations

5. Communicate UX
through transparency

6. Communicate UX
through tools
UXPin

7. Disrupt boring meetings
UXReactions.com

9. Check-in’s

11. Show and Tell

12. Here’s Where it Gets
Interesting!
1

14. Check-in
Swarm
Agenda WorksessionShow n Tell

16. UX Palooza Daily Structure
Day 1
Define Goals, Objectives, and Discovery Questions
Commit to deliverables
Go!
Day 2
Design (Get hands dirty!)
Break (move!)
Test (EOD)
Day 3
Reach the finish line

17. Go is on
day 2
Sample Agenda
We invited
Developers

18. UX Palooza Schedule
10am - 4pm is ideal time
1:00pm - Check-in with SME’s
3:30pm - Check-in (final day is a Show and Tell)
Avoid starting on a Monday (unless it’s a five day Palooza, otherwise use
Monday for final prepping)

19. UX Palooza Planning Checklist
❏ Define the problem
❏ List SME’s
❏ Find and lockdown a venue (e.g. Breather or highjack a conference room)
❏ Notify Facilities
❏ Schedule all invites
❏ Invite appropriate people
❏ Assign the team
❏ Notify Managers if time needs to be requested
❏ Notify everyone involved (incl. SME)
❏ Ensure everyone clears out calendars
❏ If they can’t clear out calendar ask if they can be “on call” on Slack
❏ Assign a DJ
❏ Plan a break to move (walk, lawn game, ping pong, etc)

20. UX Happy Hours

21. Ripple Effect
Check-ins
Swarms
Worksessions
Show and Tells
Paloozas
Happy Hours
Org
Product
UX
Project
Stakeholders
Vested

22. “I can say what I wanna say
Ain’t nothin to it
Gangsta UX made me do it.”

23. Thank You!
Questions?
Daniel Castro
Director, User Experience
dcastro@sumologic.com
LinkedIn.com/in/dcastro
Website: www.sumologic.com