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Advancing UX in Your Organization

Kimberley Peter
User Experience Design Lead
IBM Rational Software
Toronto, Ontario
kpeter@ca.ibm.com
@kpeter

Adam Archer
Technical Lead, JazzHub
IBM Rational Software
Toronto, Ontario
agarcher@ca.ibm.com
@agarcher

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!
Our plan in detail
Topic

Duration

Introductions + overview

10 min

Topic 1 : Motivation

15 min

Activity 1

15 min

Topic 2 : Context

15 min

Activity 2

20 min

Topic 3 : Solutions

15 min

Conclusion

5 min

Discussion + wrap!

15 min

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

2!
Introductions + Overview

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

3!
About ‘us’

Adam Archer
Software Engineer

Kimberley Peter
Designer

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

4!
Our plan today …

Motivation
Consider cause or
motivation for change
in your context

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

5!
Our plan today …

Motivation

Context

Consider cause or
motivation for change
in your context

Visualize context for
prospective areas to
affect change

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

6!
Our plan today …

Motivation

Context

Consider cause or
motivation for change
in your context

Visualize context for
prospective areas to
affect change

Solutions
Identify potential
solutions for change
to try out in your
context

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

7!
A few disclaimers


1

Not a prescription

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

8!
A few disclaimers


1

Not a prescription


2

Not representing
process or
methods in general
at IBM

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

9!
A few disclaimers


1

Not a prescription


2

Not representing
process or
methods in general
at IBM


3

Not a replay of
existing sources

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

10!
Topics

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

11!
Topic #1

Motivation
Consider cause or
motivation for change
in your context

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

12!
Pattern of practice (for change)

EXPERIMENT

SHARE

PRACTICE

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

13!
Pattern of practice (for change)

EXPERIMENT

SHARE

PRACTICE

Do it. Don’t sell it. 

– Jeff Patton

Begin anywhere.

– John Cage

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

14!
Pattern of practice (for change)

EXPERIMENT

SHARE

Do it. Don’t sell it. 


Share the value.

– Jeff Patton

Begin anywhere.

– John Cage

PRACTICE

Promote practices.
Think ‘us’. 

– John Wiegand

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

15!
Pattern of practice (for change)

EXPERIMENT

SHARE

PRACTICE

Do it. Don’t sell it. 


Share the value.

Adapt to context.

Promote practices.

Hone your skills.

Think ‘us’.


Fake it ‘til you

become it.


– Jeff Patton

Begin anywhere.

– John Cage

– John Wiegand

– Ann Cuddy

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

16!
Pattern of practice (for change)

IZE!
OGN

REC

EXPERIMENT

SHARE

PRACTICE

Do it. Don’t sell it. 


Share the value.

Adapt to context.

Promote practices.

Hone your skills.

Think ‘us’.

– John Wiegand

Fake it ‘til you

become it.


– Jeff Patton

Begin anywhere.

– John Cage

– Ann Cuddy

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

17!
Motivation & ‘inventing on principle’

“Creators need an immediate connection … This principle is so important to
me that when I see a violation of it, I consider it a moral wrong. And I don’t
think ‘opportunity’, but rather ‘responsibility’.”
Source: Bret Victor, Inventing on Principle: Living for a Cause, CUSEC 2012 (http://vimeo.com/36579366)
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

18!
Larry Tesler – “No Modes”

“… what drove him was the belief that ‘no person should be
trapped in a mode’ … and made it his life’s work to fight against.”
Image source: http://www.designinginteractions.com/interviews/LarryTesler
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

19!
Motivation in context
•  Bret’s Principle: “Creators need an
immediate connection”
•  Larry’s Principle: “No person should be
trapped in a mode”
•  Your Principle: “…”

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

20!
Motivations – A designer’s perspective
Eng-driven solutions
Wasted time on unused
designs
Too problem-solving
oriented
Different cadences

Distributed teams

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

21!
Motivations – A developer’s perspective
Eng-driven solutions

Late-breaking changes

Wasted time on unused
designs

Too feature oriented

Too problem-solving
oriented

Impractical designs

Different cadences

Distributed teams

Distributed teams

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

22!
Hmmm, these seem familiar
Eng-driven solutions

Late-breaking changes

Wasted time on unused
designs

Too feature oriented

Too problem-solving
oriented

Impractical designs

Different cadences

Distributed teams

Distributed teams

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

23!
L
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

24!
Motivation & ‘designing on principle’

Making software 
should be satisfying 
for everyone involved 
and result in quality outcomes

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

25!
Activity #1

Motivation
Consider cause or
motivation for change
in your context

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

26!
Activity #1 – Part 1
•  The Breakup Letter
–  Consider your organization or team to be a ‘person’
you’ve been dating
–  Write that person a breakup letter. What would you
say if you were going to end this relationship?

•  Time: 5 minutes
•  Materials: Pen and paper

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

27!
Activity #1 – Part 2
•  Share your letter 
–  Volunteers?

•  Time: 5 minutes

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

28!
Activity #1 – Part 3
•  Highlight each issue within your letter
–  This will help later with Activity #2

•  Time: 2 minutes
•  Materials: Pen and paper

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

29!
Topic #2

Motivation

Context

Consider cause or
motivation for change
in your context

Visualize context for
prospective areas to
affect change

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

30!
Process in context – Model

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

31!
Process in context – Model

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

32!
Process in context – Players+Activities

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

33!
Process in context – Issues

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

34!
Activity #2

Motivation

Context

Consider cause or
motivation for change
in your context

Visualize context for
prospective areas to
affect change

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

35!
Activity #2 – Part 1
•  Find a partner


•  Welcome to My World
–  Take the issues you identified in the breakup letter and
sketch out the interactions around these issues (e.g.,
what, when, who) – include full context and non-friction
points
–  Use the post-its and shapes (circles, boxes, arrows) to
make a flow diagram with annotations
–  Add new information if you think of it

•  Time: 10 minutes
•  Materials: Post-its, sharpies, large paper
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

36!
Activity #2 – Part 2
•  Share and elaborate on your world
–  Share your sketch with your partner 
–  Clarify and discuss areas of ease, challenge and
interactions with others
–  Elaborate your drawings

•  Time: 10 minutes
–  5 minutes to share / 5 minutes to discuss
–  You can share in succession, or share then clarify
each person in turn

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

37!
Topic #3

Motivation

Context

Consider cause or
motivation for change
in your context

Visualize context for
prospective areas to
affect change

Solutions
Identify potential
solutions for change
to try out in your
context

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

38!
Being a PROBLEM SOLVER is a good thing.

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

39!
Being a PROBLEMRight?
 is a good thing.
SOLVER

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

40!
Reframing from the design perspective

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

41!
Reframing from the design perspective

Problem

Solving

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

42!
Reframing from the design perspective

Problem

Finding

Problem
Understanding

Problem

Solving

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

43!
Recognizing areas for change

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

44!
Shifting emphasis

WHAT

HOW



IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

45!
Shifting emphasis
WHAT
Planning content

HOW
Planning activities

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

46!
Shifting emphasis
WHAT

HOW

Planning content

Planning activities

Problem solving

Problem finding and
understanding

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

47!
Shifting emphasis
WHAT

HOW

Planning content

Planning activities

Problem solving

Problem finding and
understanding

Independent design

Co-making

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

48!
Shifting emphasis – Examples
WHAT

HOW

Planning content

Planning activities

Problem solving

Problem finding and
understanding

Independent design

Co-making

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

49!
Planning activities
EXAMPLES

1.  Story mapping an holistic user-centric picture
2.  Shared team rhythm

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

50!
1. Story mapping
Activity
Time

Release 1

Task
Sub-task

Release 2



Great sources for learning more: Jeff Patton and Winnipeg Agilist

	
  
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

51!
1. Story mapping – Example

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

52!
1. Story mapping – Our first experiment

A messy start

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

53!
1. Story mapping – Remote (template)

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

54!
2. Shared team rhythm

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

55!
Shifting emphasis – Examples
WHAT

HOW

Planning content

Planning activities

Problem solving

Problem finding and
understanding

Independent design

Co-making

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

56!
Problem finding & understanding
EXAMPLE

1.  Using hypothesis-driven exploration

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

57!
1. Hypothesis-driven exploration

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

58!
Shifting emphasis – Examples
WHAT

HOW

Planning content

Planning activities

Problem solving

Problem finding and
understanding

Independent design

Co-making

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

59!
Co-making (and co-learning)
EXAMPLE

1.  Team book club
2.  Design studio method

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

60!
1. Team Book Club

1	
  

2	
  

3	
  

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

61!
2. Design studio method
Follows a pattern

Understand
THE PROBLEM

Sketch
A SOLUTION

Present
THE IDEAS

Critique
THE IDEAS

Great sources for learning more: Will Evans, Nathan Curtis and Todd Zaki Warfel

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

62!
2. Design studio method
Benefits
•  Collaborate to understand together

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

63!
2. Design studio method
Benefits
•  Collaborate to understand together
•  Generate ideas from different perspectives

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

64!
2. Design studio method
Benefits
•  Collaborate to understand together
•  Generate ideas from different perspectives
•  Solidify ideas via sharable artifacts

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

65!
2. Design studio method
Benefits
•  Collaborate to understand together
•  Generate ideas from different perspectives
•  Solidify ideas via sharable artifacts
•  Create shared ownership

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

66!
2. Design studio method
Benefits
•  Collaborate to understand together
•  Generate ideas from different perspectives
•  Solidify ideas via sharable artifacts
•  Create shared ownership
•  Allow for open and honest critique

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

67!
2. Design studio method
Benefits
•  Collaborate to understand together
•  Generate ideas from different perspectives
•  Solidify ideas via sharable artifacts
•  Create shared ownership
•  Allow for open and honest critique
•  Force participants to defend concepts

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

68!
2. Design studio method – Remote

+
Audio/teleconference
Screen sharing software 
Social software 
Sketching tools	
  
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

69!
2. Design studio method – Remote

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

70!
Activity #3 – Homework J

Motivation

Context

Consider cause or
motivation for change
in your context

Visualize context for
prospective areas to
affect change

Solutions
Identify potential
solutions for change
to try out in your
context

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

71!
Activity #3 – Part 1
•  Brainstorm solutions from a distance
–  You now have some perspective on your partner’s
challenges and context
–  As someone at a distance, reflect on possible
solutions to your partner’s challenges
–  Use post-its to write down all the possibilities you can
think of
–  Place post-its on your partner’s world maps/sketches


•  Time: 5 minutes
•  Materials: Post-its, sharpies, your world
maps/sketches
IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

72!
Activity #3 – Part 2
•  Discuss solutions
–  Take turns sharing your solution ideas with your partner

•  Time: 
–  10 minutes: 5 minutes each to share 

(we will signal at 5 minutes)

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

73!
Conclusion

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

74!
How are we doing?

Is making software 
satisfying for everyone involved 
and resulting in quality outcomes?

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

75!
How are we doing?

J

people

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

76!
How are we doing?

J

people

design

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

77!
How are we doing?

J

people

design

quality

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

78!
How are we doing?

J

people
It’s a

design
quality
work in progress

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

79!
A few last take aways …
1.  Change takes time – a lot of time

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

80!
Timeline example
Increased
emphasis
on design	
  
Change
project
teams	
  
Book club	
  
Lead design studios	
  
Review + periodically collaborate w/ individual devs	
  

Engage dev peers in synthesis activities	
  

Lead cross-functional feature teams	
  
Partner w/ tech leads to influence dev plans	
  

2009

2010

2011

Plan w/ PM + tech leads	
  

2012

2013

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

2014

81!
A few last take aways …
1.  Change takes time – a lot of time
2.  Relationships matter – both bottom-up
and top-down

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

82!
A few last take aways …
1.  Change takes time – a lot of time 
2.  Relationships matter – both bottom-up and
top-down
3.  Small changes keep you motivated


To keep your momentum and motivation up, get in the
habit of accomplishing small victories along the way.

– Rework by Jason Fried and David Heinemeier Hansson

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

83!
Thank You!
Kimberley Peter
kpeter@ca.ibm.com
@kpeter

Adam Archer
agarcher@ca.ibm.com
@agarcher

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

84!
Sources for methods (adapted)
Activity 1 : The Breakup Letter
•  Hanington, B., Martin, B.,
Universal Methods of Design: 100 Ways to Research Complex Problems, Develop Innovative Ideas, and Design Effective Solutions, Rockport
Publishers (2012)

Activity 2 : Welcome to My World
•  Gray, D., Brown, S., Macanufo, J., Gamestorming: A Playbook for Innovators, Rulebreakers, and Changemakers, O’Reilly Media, 1st Edition (2010)

Activity 3 : Getting Distance (not used in this version of the workshop)
•  Heath, C., Heath, D., Decisive: How to Make Better Decisions in Life and Work, Random House Canada (2013)

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

85!
Sources for further learning (1 of 3)
Agile / Lean UX Methods
•  Gothelf, J., Seiden, J. (editor), Lean UX: Applying Lean Principles to Improve User Experience, O'Reilly Media (2013)
•  Ramsey, A., Designing with Agile Workshop: Fast, Effective Methods that Work (Anders Ramsey – Blog, 2011)

http://www.andersramsay.com/2011/10/06/designing-with-agile-workshop/

Design Principles 
•  Hess, W., Design Principles: The Philosophy of UX (Slideshare, 2011)

http://www.slideshare.net/whitneyhess/design-principles-the-philosophy-of-ux

Design Studio Method
•  Curtis, N., Sketching for Understanding (UIE Webinar, 2013)

http://www.uie.com/events/virtual_seminars/sketching_understanding/

•  Zaki Warfel, T., The Design Studio Method (Agile UX NYC 2012 – Vimeo, 2012)

http://vimeo.com/37861987
•  Evan, W., (no longer available at UXMag – try Semantic Foundry (http://www.semanticfoundry.com) for possible updates):
–  Evans, W., Introduction to Design Studio Methodology (UX Magazine – Article, 2011)

http://uxmag.com/articles/introduction-to-design-studio-methodology
–  Evans, W., The Design of Design Studio (UX Magazine – Article, 2011)

http://uxmag.com/articles/the-design-of-design-studio
–  Evans, W., Design Studio and Agile UX: Process and Pitfalls (UX Magazine – Article, 2011)

http://uxmag.com/articles/design-studio-and-agile-ux-process-and-pitfalls


Feature Teams
•  Larman, C., Vodde, B., Feature Team Primer (PDF, 2010)

http://featureteamprimer.org/feature_team_primer12.pdf

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

86!
Sources for further learning (2 of 3)
General Theory, Practice, and Inspiration
•  Brown, T., Change By Design: How Design Thinking Transforms Organizations and Inspires Innovation, Harper Business, 1st Edition
(2009)
•  Buxton, B., Sketching User Experiences: Getting the Design Right and the Right Design, Morgan Kaufmann, 1st Edition (2007)
•  Cuddy, A., Your body language shapes who you are, TED Talk (2012)

http://www.ted.com/talks/amy_cuddy_your_body_language_shapes_who_you_are.html
•  Fried, J., Heinemeier Hansson, D., Rework, Crown Business (2010)
•  Merholz, P., Wilkens, T., Schauer, B., Verba, D.,
Subject To Change: Creating Great Products & Services for an Uncertain World: Adaptive Path on Design, O'Reilly Media (2008)
•  Victor, B., Inventing on Principle: Living for a Cause (Canadian University Software Engineering Conference, CUSEC 2012 – Vimeo,
2012) http://vimeo.com/36579366
•  Wellings, P., Gray, C., Turning a Developer-driven Organization into a UX Company (UX Week – Vimeo, 2010)

http://vimeo.com/15136913

Remote Collaboration Methods
•  Curtis, N., Efficient Sketching Studios With Remote Participants (EightShapes – Blog, 2011)

http://www.eightshapes.com/blog/2011/10/13/efficient-sketching-studios-with-remote-participants/
•  Gothelf, J., Designing with remote teams (Jeff Gothelf – Blog, 2013)

http://www.jeffgothelf.com/blog/designing-with-remote-teams/

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

87!
Sources for further learning (3 of 3)
Strategy and Planning Methods
•  Milan, M., Ladner, S., Backcasting: How I learned to stop predicting and help my clients (IA Summit – Slideshare with audio, 2007)

http://www.slideshare.net/mmilan/backcasting-ia-summit-2007-session-presentation
•  Milan, M., Backcasting 101: Collaborative Strategy Development for Information Architects (IA Summit – Slideshare, 2008)

http://www.slideshare.net/mmilan/backcasting-101-final-public
•  Patton, J., The new user story baclog is a map (Agile Product Design – Blog, 2008)

http://www.agileproductdesign.com/blog/the_new_backlog.html
•  Patton, J., Story mapping for UX Practitioners: Tying Agile and UX together (UIE Podcast, 2011)

http://www.uie.com/brainsparks/2011/10/07/jeff-patton-story-mapping-for-ux-practitioners-tying-agile-and-ux-together/
Synthesis Theory and Methods
•  Kolko, J., Exposing the Magic of Design: A Practitioners Guide to the Methods and Theories of Synthesis, Oxford University Press
(2011) 

IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!

88!

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Advancing UX in Your Organization (TorCHI Talk - December 12, 2013)

  • 1. Advancing UX in Your Organization Kimberley Peter User Experience Design Lead IBM Rational Software Toronto, Ontario kpeter@ca.ibm.com @kpeter Adam Archer Technical Lead, JazzHub IBM Rational Software Toronto, Ontario agarcher@ca.ibm.com @agarcher IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013!
  • 2. Our plan in detail Topic Duration Introductions + overview 10 min Topic 1 : Motivation 15 min Activity 1 15 min Topic 2 : Context 15 min Activity 2 20 min Topic 3 : Solutions 15 min Conclusion 5 min Discussion + wrap! 15 min IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 2!
  • 3. Introductions + Overview IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 3!
  • 4. About ‘us’ Adam Archer Software Engineer Kimberley Peter Designer IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 4!
  • 5. Our plan today … Motivation Consider cause or motivation for change in your context IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 5!
  • 6. Our plan today … Motivation Context Consider cause or motivation for change in your context Visualize context for prospective areas to affect change IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 6!
  • 7. Our plan today … Motivation Context Consider cause or motivation for change in your context Visualize context for prospective areas to affect change Solutions Identify potential solutions for change to try out in your context IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 7!
  • 8. A few disclaimers 1 Not a prescription IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 8!
  • 9. A few disclaimers 1 Not a prescription 2 Not representing process or methods in general at IBM IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 9!
  • 10. A few disclaimers 1 Not a prescription 2 Not representing process or methods in general at IBM 3 Not a replay of existing sources IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 10!
  • 11. Topics IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 11!
  • 12. Topic #1 Motivation Consider cause or motivation for change in your context IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 12!
  • 13. Pattern of practice (for change) EXPERIMENT SHARE PRACTICE IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 13!
  • 14. Pattern of practice (for change) EXPERIMENT SHARE PRACTICE Do it. Don’t sell it. 
 – Jeff Patton Begin anywhere.
 – John Cage IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 14!
  • 15. Pattern of practice (for change) EXPERIMENT SHARE Do it. Don’t sell it. 
 Share the value. – Jeff Patton Begin anywhere.
 – John Cage PRACTICE Promote practices. Think ‘us’. 
 – John Wiegand IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 15!
  • 16. Pattern of practice (for change) EXPERIMENT SHARE PRACTICE Do it. Don’t sell it. 
 Share the value. Adapt to context. Promote practices. Hone your skills. Think ‘us’.
 Fake it ‘til you
 become it.
 – Jeff Patton Begin anywhere.
 – John Cage – John Wiegand – Ann Cuddy IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 16!
  • 17. Pattern of practice (for change) IZE! OGN REC EXPERIMENT SHARE PRACTICE Do it. Don’t sell it. 
 Share the value. Adapt to context. Promote practices. Hone your skills. Think ‘us’.
 – John Wiegand Fake it ‘til you
 become it.
 – Jeff Patton Begin anywhere.
 – John Cage – Ann Cuddy IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 17!
  • 18. Motivation & ‘inventing on principle’ “Creators need an immediate connection … This principle is so important to me that when I see a violation of it, I consider it a moral wrong. And I don’t think ‘opportunity’, but rather ‘responsibility’.” Source: Bret Victor, Inventing on Principle: Living for a Cause, CUSEC 2012 (http://vimeo.com/36579366) IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 18!
  • 19. Larry Tesler – “No Modes” “… what drove him was the belief that ‘no person should be trapped in a mode’ … and made it his life’s work to fight against.” Image source: http://www.designinginteractions.com/interviews/LarryTesler IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 19!
  • 20. Motivation in context •  Bret’s Principle: “Creators need an immediate connection” •  Larry’s Principle: “No person should be trapped in a mode” •  Your Principle: “…” IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 20!
  • 21. Motivations – A designer’s perspective Eng-driven solutions Wasted time on unused designs Too problem-solving oriented Different cadences Distributed teams IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 21!
  • 22. Motivations – A developer’s perspective Eng-driven solutions Late-breaking changes Wasted time on unused designs Too feature oriented Too problem-solving oriented Impractical designs Different cadences Distributed teams Distributed teams IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 22!
  • 23. Hmmm, these seem familiar Eng-driven solutions Late-breaking changes Wasted time on unused designs Too feature oriented Too problem-solving oriented Impractical designs Different cadences Distributed teams Distributed teams IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 23!
  • 24. L IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 24!
  • 25. Motivation & ‘designing on principle’ Making software should be satisfying for everyone involved and result in quality outcomes IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 25!
  • 26. Activity #1 Motivation Consider cause or motivation for change in your context IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 26!
  • 27. Activity #1 – Part 1 •  The Breakup Letter –  Consider your organization or team to be a ‘person’ you’ve been dating –  Write that person a breakup letter. What would you say if you were going to end this relationship? •  Time: 5 minutes •  Materials: Pen and paper IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 27!
  • 28. Activity #1 – Part 2 •  Share your letter –  Volunteers? •  Time: 5 minutes IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 28!
  • 29. Activity #1 – Part 3 •  Highlight each issue within your letter –  This will help later with Activity #2 •  Time: 2 minutes •  Materials: Pen and paper IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 29!
  • 30. Topic #2 Motivation Context Consider cause or motivation for change in your context Visualize context for prospective areas to affect change IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 30!
  • 31. Process in context – Model IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 31!
  • 32. Process in context – Model IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 32!
  • 33. Process in context – Players+Activities IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 33!
  • 34. Process in context – Issues IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 34!
  • 35. Activity #2 Motivation Context Consider cause or motivation for change in your context Visualize context for prospective areas to affect change IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 35!
  • 36. Activity #2 – Part 1 •  Find a partner •  Welcome to My World –  Take the issues you identified in the breakup letter and sketch out the interactions around these issues (e.g., what, when, who) – include full context and non-friction points –  Use the post-its and shapes (circles, boxes, arrows) to make a flow diagram with annotations –  Add new information if you think of it •  Time: 10 minutes •  Materials: Post-its, sharpies, large paper IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 36!
  • 37. Activity #2 – Part 2 •  Share and elaborate on your world –  Share your sketch with your partner –  Clarify and discuss areas of ease, challenge and interactions with others –  Elaborate your drawings •  Time: 10 minutes –  5 minutes to share / 5 minutes to discuss –  You can share in succession, or share then clarify each person in turn IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 37!
  • 38. Topic #3 Motivation Context Consider cause or motivation for change in your context Visualize context for prospective areas to affect change Solutions Identify potential solutions for change to try out in your context IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 38!
  • 39. Being a PROBLEM SOLVER is a good thing. IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 39!
  • 40. Being a PROBLEMRight? is a good thing. SOLVER IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 40!
  • 41. Reframing from the design perspective IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 41!
  • 42. Reframing from the design perspective Problem
 Solving IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 42!
  • 43. Reframing from the design perspective Problem
 Finding Problem Understanding Problem
 Solving IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 43!
  • 44. Recognizing areas for change IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 44!
  • 45. Shifting emphasis WHAT HOW IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 45!
  • 46. Shifting emphasis WHAT Planning content HOW Planning activities IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 46!
  • 47. Shifting emphasis WHAT HOW Planning content Planning activities Problem solving Problem finding and understanding IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 47!
  • 48. Shifting emphasis WHAT HOW Planning content Planning activities Problem solving Problem finding and understanding Independent design Co-making IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 48!
  • 49. Shifting emphasis – Examples WHAT HOW Planning content Planning activities Problem solving Problem finding and understanding Independent design Co-making IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 49!
  • 50. Planning activities EXAMPLES 1.  Story mapping an holistic user-centric picture 2.  Shared team rhythm IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 50!
  • 51. 1. Story mapping Activity Time Release 1 Task Sub-task Release 2 Great sources for learning more: Jeff Patton and Winnipeg Agilist   IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 51!
  • 52. 1. Story mapping – Example IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 52!
  • 53. 1. Story mapping – Our first experiment A messy start IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 53!
  • 54. 1. Story mapping – Remote (template) IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 54!
  • 55. 2. Shared team rhythm IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 55!
  • 56. Shifting emphasis – Examples WHAT HOW Planning content Planning activities Problem solving Problem finding and understanding Independent design Co-making IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 56!
  • 57. Problem finding & understanding EXAMPLE 1.  Using hypothesis-driven exploration IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 57!
  • 58. 1. Hypothesis-driven exploration IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 58!
  • 59. Shifting emphasis – Examples WHAT HOW Planning content Planning activities Problem solving Problem finding and understanding Independent design Co-making IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 59!
  • 60. Co-making (and co-learning) EXAMPLE 1.  Team book club 2.  Design studio method IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 60!
  • 61. 1. Team Book Club 1   2   3   IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 61!
  • 62. 2. Design studio method Follows a pattern Understand THE PROBLEM Sketch A SOLUTION Present THE IDEAS Critique THE IDEAS Great sources for learning more: Will Evans, Nathan Curtis and Todd Zaki Warfel IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 62!
  • 63. 2. Design studio method Benefits •  Collaborate to understand together IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 63!
  • 64. 2. Design studio method Benefits •  Collaborate to understand together •  Generate ideas from different perspectives IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 64!
  • 65. 2. Design studio method Benefits •  Collaborate to understand together •  Generate ideas from different perspectives •  Solidify ideas via sharable artifacts IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 65!
  • 66. 2. Design studio method Benefits •  Collaborate to understand together •  Generate ideas from different perspectives •  Solidify ideas via sharable artifacts •  Create shared ownership IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 66!
  • 67. 2. Design studio method Benefits •  Collaborate to understand together •  Generate ideas from different perspectives •  Solidify ideas via sharable artifacts •  Create shared ownership •  Allow for open and honest critique IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 67!
  • 68. 2. Design studio method Benefits •  Collaborate to understand together •  Generate ideas from different perspectives •  Solidify ideas via sharable artifacts •  Create shared ownership •  Allow for open and honest critique •  Force participants to defend concepts IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 68!
  • 69. 2. Design studio method – Remote + Audio/teleconference Screen sharing software Social software Sketching tools   IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 69!
  • 70. 2. Design studio method – Remote IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 70!
  • 71. Activity #3 – Homework J Motivation Context Consider cause or motivation for change in your context Visualize context for prospective areas to affect change Solutions Identify potential solutions for change to try out in your context IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 71!
  • 72. Activity #3 – Part 1 •  Brainstorm solutions from a distance –  You now have some perspective on your partner’s challenges and context –  As someone at a distance, reflect on possible solutions to your partner’s challenges –  Use post-its to write down all the possibilities you can think of –  Place post-its on your partner’s world maps/sketches •  Time: 5 minutes •  Materials: Post-its, sharpies, your world maps/sketches IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 72!
  • 73. Activity #3 – Part 2 •  Discuss solutions –  Take turns sharing your solution ideas with your partner •  Time: –  10 minutes: 5 minutes each to share 
 (we will signal at 5 minutes) IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 73!
  • 74. Conclusion IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 74!
  • 75. How are we doing? Is making software satisfying for everyone involved and resulting in quality outcomes? IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 75!
  • 76. How are we doing? J people IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 76!
  • 77. How are we doing? J people design IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 77!
  • 78. How are we doing? J people design quality IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 78!
  • 79. How are we doing? J people It’s a design quality work in progress IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 79!
  • 80. A few last take aways … 1.  Change takes time – a lot of time IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 80!
  • 81. Timeline example Increased emphasis on design   Change project teams   Book club   Lead design studios   Review + periodically collaborate w/ individual devs   Engage dev peers in synthesis activities   Lead cross-functional feature teams   Partner w/ tech leads to influence dev plans   2009 2010 2011 Plan w/ PM + tech leads   2012 2013 IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 2014 81!
  • 82. A few last take aways … 1.  Change takes time – a lot of time 2.  Relationships matter – both bottom-up and top-down IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 82!
  • 83. A few last take aways … 1.  Change takes time – a lot of time 2.  Relationships matter – both bottom-up and top-down 3.  Small changes keep you motivated 
 To keep your momentum and motivation up, get in the habit of accomplishing small victories along the way.
 – Rework by Jason Fried and David Heinemeier Hansson IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 83!
  • 84. Thank You! Kimberley Peter kpeter@ca.ibm.com @kpeter Adam Archer agarcher@ca.ibm.com @agarcher IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 84!
  • 85. Sources for methods (adapted) Activity 1 : The Breakup Letter •  Hanington, B., Martin, B., Universal Methods of Design: 100 Ways to Research Complex Problems, Develop Innovative Ideas, and Design Effective Solutions, Rockport Publishers (2012) Activity 2 : Welcome to My World •  Gray, D., Brown, S., Macanufo, J., Gamestorming: A Playbook for Innovators, Rulebreakers, and Changemakers, O’Reilly Media, 1st Edition (2010) Activity 3 : Getting Distance (not used in this version of the workshop) •  Heath, C., Heath, D., Decisive: How to Make Better Decisions in Life and Work, Random House Canada (2013) IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 85!
  • 86. Sources for further learning (1 of 3) Agile / Lean UX Methods •  Gothelf, J., Seiden, J. (editor), Lean UX: Applying Lean Principles to Improve User Experience, O'Reilly Media (2013) •  Ramsey, A., Designing with Agile Workshop: Fast, Effective Methods that Work (Anders Ramsey – Blog, 2011)
 http://www.andersramsay.com/2011/10/06/designing-with-agile-workshop/ Design Principles •  Hess, W., Design Principles: The Philosophy of UX (Slideshare, 2011)
 http://www.slideshare.net/whitneyhess/design-principles-the-philosophy-of-ux Design Studio Method •  Curtis, N., Sketching for Understanding (UIE Webinar, 2013)
 http://www.uie.com/events/virtual_seminars/sketching_understanding/ •  Zaki Warfel, T., The Design Studio Method (Agile UX NYC 2012 – Vimeo, 2012)
 http://vimeo.com/37861987 •  Evan, W., (no longer available at UXMag – try Semantic Foundry (http://www.semanticfoundry.com) for possible updates): –  Evans, W., Introduction to Design Studio Methodology (UX Magazine – Article, 2011)
 http://uxmag.com/articles/introduction-to-design-studio-methodology –  Evans, W., The Design of Design Studio (UX Magazine – Article, 2011)
 http://uxmag.com/articles/the-design-of-design-studio –  Evans, W., Design Studio and Agile UX: Process and Pitfalls (UX Magazine – Article, 2011)
 http://uxmag.com/articles/design-studio-and-agile-ux-process-and-pitfalls Feature Teams •  Larman, C., Vodde, B., Feature Team Primer (PDF, 2010)
 http://featureteamprimer.org/feature_team_primer12.pdf IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 86!
  • 87. Sources for further learning (2 of 3) General Theory, Practice, and Inspiration •  Brown, T., Change By Design: How Design Thinking Transforms Organizations and Inspires Innovation, Harper Business, 1st Edition (2009) •  Buxton, B., Sketching User Experiences: Getting the Design Right and the Right Design, Morgan Kaufmann, 1st Edition (2007) •  Cuddy, A., Your body language shapes who you are, TED Talk (2012)
 http://www.ted.com/talks/amy_cuddy_your_body_language_shapes_who_you_are.html •  Fried, J., Heinemeier Hansson, D., Rework, Crown Business (2010) •  Merholz, P., Wilkens, T., Schauer, B., Verba, D., Subject To Change: Creating Great Products & Services for an Uncertain World: Adaptive Path on Design, O'Reilly Media (2008) •  Victor, B., Inventing on Principle: Living for a Cause (Canadian University Software Engineering Conference, CUSEC 2012 – Vimeo, 2012) http://vimeo.com/36579366 •  Wellings, P., Gray, C., Turning a Developer-driven Organization into a UX Company (UX Week – Vimeo, 2010)
 http://vimeo.com/15136913 Remote Collaboration Methods •  Curtis, N., Efficient Sketching Studios With Remote Participants (EightShapes – Blog, 2011)
 http://www.eightshapes.com/blog/2011/10/13/efficient-sketching-studios-with-remote-participants/ •  Gothelf, J., Designing with remote teams (Jeff Gothelf – Blog, 2013)
 http://www.jeffgothelf.com/blog/designing-with-remote-teams/ IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 87!
  • 88. Sources for further learning (3 of 3) Strategy and Planning Methods •  Milan, M., Ladner, S., Backcasting: How I learned to stop predicting and help my clients (IA Summit – Slideshare with audio, 2007)
 http://www.slideshare.net/mmilan/backcasting-ia-summit-2007-session-presentation •  Milan, M., Backcasting 101: Collaborative Strategy Development for Information Architects (IA Summit – Slideshare, 2008)
 http://www.slideshare.net/mmilan/backcasting-101-final-public •  Patton, J., The new user story baclog is a map (Agile Product Design – Blog, 2008)
 http://www.agileproductdesign.com/blog/the_new_backlog.html •  Patton, J., Story mapping for UX Practitioners: Tying Agile and UX together (UIE Podcast, 2011)
 http://www.uie.com/brainsparks/2011/10/07/jeff-patton-story-mapping-for-ux-practitioners-tying-agile-and-ux-together/ Synthesis Theory and Methods •  Kolko, J., Exposing the Magic of Design: A Practitioners Guide to the Methods and Theories of Synthesis, Oxford University Press (2011) IBM Rational . TorCHI - December 12, 2013 . Advancing UX in Your Organization, Kim Peter and Adam Archer ©2013! 88!