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UX CrossTraining
Derek Poppink
Cengage Learning
Ignite UX Michigan
October 24, 2013
The Opportunity
 Product

Management group reorganized
into functional responsibilities
 3 Product Managers offered positions as
UX Specialists
 Decades of domain and organizational
knowledge and user orientation, but no
formal training
The Proposal
 12


8



3




Week Training Program

Sep – Nov, 2013

Hours Per Week
Knowledge Training – Reading, Videos
Skills Training – Exercises, Projects

Broad Topics
UX Fundamentals (3 weeks)
UX Lifecycle (5 weeks)
UX at Cengage Learning (4 weeks)
The Readings
 Book


Design of Everyday Things

 User


Club

Experience Bookshelf

~120 books
 Core

topics: UX Research & Design
 Specialties: Accessibility, Mobile, Globalization
 General Interest: Gladwell, Pink, Shirky
 Safari

Books Online
The Videos
 Human

Computer Interaction
Online (Coursera)
 https://www.coursera.org/course/hci

 User


Interface Engineering Seminars

Virtual Seminar Program
 http://www.uie.com/events/virtual_seminars/



All You Can Learn
 https://aycl.uie.com/
Module 1: Needfinding
 Skill:

Active Listening
 Method: Contextual Inquiry
 Reading: Observing the User Experience
by Mike Kuniavsky
 Video: Coursera 2.1 & 2.2



Participant Observation
Interviewing
Module 2: Principles
 Skill:

Understanding Research
 Method: Heuristic Evaluation
 Reading: Designing with the Mind in Mind
by Jeff Johnson
 Video: Coursera 5.1 – 5.3



Heuristic Evaluation –
How and Why?
Design Heuristics
Module 3: Leadership
 Skill:

Facilitating
 Method: Affinity Mapping
 Reading: Rapid Contextual Design by
Karen Holtzblatt
 Video: Kevin Hoffman (UI 16)


Meeting Design for the
Meeting Process
Module 4: Stakeholders
 Skill:

Gamestorming
 Method: Stakeholder Interviews
 Reading: Gamestorming by Dave Gray
 Video: Gamestorming by
Dave Gray (UI 15)


Gamestorming
Module 5: Planning
 Skill:

Selecting Methods
 Method: Research Plan
 Reading: It’s Our Research by Tomer
Sharon
 Video: Designing with Agile
by Anders Ramsay (UIE)
Module 6: Users
 Skill:

User Advocacy
 Method: Personas and Scenarios
 Reading: Essential Persona Lifecycle by
Tamara Adlin
 Video: The Secrets to
Developing Successful
Personas by Tamara Adlin (UI 15)
Module 7: Prototyping
 Skill:

Sketching
 Method: Paper Prototyping
 Reading: Paper Prototyping by Carolyn
Snyder
 Video: Coursera 1.2, 3.1, & 3.4




The Power of Prototyping
Paper Prototypes and Mockups
Faking It: Creating and
Comparing Alternatives
Module 8: Reporting
 Skill:

Presenting
 Method: Research Report
 Reading: Selling Usability by John Rhodes
 Video: The Business Case For
(and Against) UX by
Brandon Schauer (UI 16)
Module 9: Agile
 Skill:

Iterating
 Method: Story Mapping
 Reading: The Wisdom of Experience by
Alan Cooper (slide deck)
 Video: Tying Agile and UX Together by
Jeff Patton (UIE)
Module 10: User Studies
 Skill:

Designing Tasks/Questions
 Method: User Studies
 Reading: Rocket Surgery Made Easy
 Video: Coursera 9.1, 9.2, & 10.1




Designing Studies You Can
Learn From
Assign Participants to Conditions
In Person Experiments
Module 11: Remote
 Skill:

Recruiting
 Method: Software Services
 Reading: Remote Research by Nate Bolt
 Video: Coursera 10.2


Running web experiments
Module 12: Content
 Skill:

Content Strategy
 Method: Interaction Map
 Reading: Letting Go of the Words by
Ginny Redish
 Video: Content Strategy by
Kristina Halvorson (UIE)
The Results
2

Trained UX Specialists
 UX Team & Methods Highlighted at
National Product Training Event
 Requests to Provide Similar Training Across
Company
The Retrospective
 Practice

Trumps Pedagogy
 Reading Takes Time
 Senior Leadership
Approval Matters

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UX Cross Training

  • 1. UX CrossTraining Derek Poppink Cengage Learning Ignite UX Michigan October 24, 2013
  • 2. The Opportunity  Product Management group reorganized into functional responsibilities  3 Product Managers offered positions as UX Specialists  Decades of domain and organizational knowledge and user orientation, but no formal training
  • 3. The Proposal  12  8   3    Week Training Program Sep – Nov, 2013 Hours Per Week Knowledge Training – Reading, Videos Skills Training – Exercises, Projects Broad Topics UX Fundamentals (3 weeks) UX Lifecycle (5 weeks) UX at Cengage Learning (4 weeks)
  • 4. The Readings  Book  Design of Everyday Things  User  Club Experience Bookshelf ~120 books  Core topics: UX Research & Design  Specialties: Accessibility, Mobile, Globalization  General Interest: Gladwell, Pink, Shirky  Safari Books Online
  • 5. The Videos  Human Computer Interaction Online (Coursera)  https://www.coursera.org/course/hci  User  Interface Engineering Seminars Virtual Seminar Program  http://www.uie.com/events/virtual_seminars/  All You Can Learn  https://aycl.uie.com/
  • 6. Module 1: Needfinding  Skill: Active Listening  Method: Contextual Inquiry  Reading: Observing the User Experience by Mike Kuniavsky  Video: Coursera 2.1 & 2.2   Participant Observation Interviewing
  • 7. Module 2: Principles  Skill: Understanding Research  Method: Heuristic Evaluation  Reading: Designing with the Mind in Mind by Jeff Johnson  Video: Coursera 5.1 – 5.3   Heuristic Evaluation – How and Why? Design Heuristics
  • 8. Module 3: Leadership  Skill: Facilitating  Method: Affinity Mapping  Reading: Rapid Contextual Design by Karen Holtzblatt  Video: Kevin Hoffman (UI 16)  Meeting Design for the Meeting Process
  • 9. Module 4: Stakeholders  Skill: Gamestorming  Method: Stakeholder Interviews  Reading: Gamestorming by Dave Gray  Video: Gamestorming by Dave Gray (UI 15)  Gamestorming
  • 10. Module 5: Planning  Skill: Selecting Methods  Method: Research Plan  Reading: It’s Our Research by Tomer Sharon  Video: Designing with Agile by Anders Ramsay (UIE)
  • 11. Module 6: Users  Skill: User Advocacy  Method: Personas and Scenarios  Reading: Essential Persona Lifecycle by Tamara Adlin  Video: The Secrets to Developing Successful Personas by Tamara Adlin (UI 15)
  • 12. Module 7: Prototyping  Skill: Sketching  Method: Paper Prototyping  Reading: Paper Prototyping by Carolyn Snyder  Video: Coursera 1.2, 3.1, & 3.4    The Power of Prototyping Paper Prototypes and Mockups Faking It: Creating and Comparing Alternatives
  • 13. Module 8: Reporting  Skill: Presenting  Method: Research Report  Reading: Selling Usability by John Rhodes  Video: The Business Case For (and Against) UX by Brandon Schauer (UI 16)
  • 14. Module 9: Agile  Skill: Iterating  Method: Story Mapping  Reading: The Wisdom of Experience by Alan Cooper (slide deck)  Video: Tying Agile and UX Together by Jeff Patton (UIE)
  • 15. Module 10: User Studies  Skill: Designing Tasks/Questions  Method: User Studies  Reading: Rocket Surgery Made Easy  Video: Coursera 9.1, 9.2, & 10.1    Designing Studies You Can Learn From Assign Participants to Conditions In Person Experiments
  • 16. Module 11: Remote  Skill: Recruiting  Method: Software Services  Reading: Remote Research by Nate Bolt  Video: Coursera 10.2  Running web experiments
  • 17. Module 12: Content  Skill: Content Strategy  Method: Interaction Map  Reading: Letting Go of the Words by Ginny Redish  Video: Content Strategy by Kristina Halvorson (UIE)
  • 18. The Results 2 Trained UX Specialists  UX Team & Methods Highlighted at National Product Training Event  Requests to Provide Similar Training Across Company
  • 19. The Retrospective  Practice Trumps Pedagogy  Reading Takes Time  Senior Leadership Approval Matters