design rationale: 10 steps to killing it in design reviews
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May 31st, 2016
Design Rationale Workshop
Session Survey: http://www.uxpa2016.org/designrationale
Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org#UXPA2016
Sharon Carmichael, Senior Interaction Design Manager
Mechanics
3
Agenda
1
Steps to Crafting a Strong Design Rationale
Foundation
1
Context
2
Intuit Confidential and Proprietary www.uxpa2016.org
Introduction — “Why Craft a Strong Design Rationale?”
A design rationale is an explanation of the reasons behind the decisions made when designing anything
It’s one of best tools for designers to persuade and influence
It’s our opportunity to show both style & substance in solving a customer problem
Intuit Confidential and Proprietary www.uxpa2016.org
Introduction — “Why Craft a Strong Design Rationale?”
FoundationIt’s important to lay a strong foundation so that you can articulate the process you went through to get to your current design
The Customer
The Design Journey
Supporting Evidence
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Customer
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Customer
Foundation — “How to Craft a Strong Design Rationale”
The Customer
Foundation — “How to Craft a Strong Design Rationale”
The Customer
Target
Pain Points
Opportunities
Customer Benefit
Great design starts with understanding the customer and basing your work in the customer’s world — their experience, their pain
Intuit Confidential and Proprietary02 www.uxpa2016.org
Foundation — “How to Craft a Strong Design Rationale”
The Customer
Exercise #1: The Customer Benefit
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Design Journey
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Design Journey
Foundation — “How to Craft a Strong Design Rationale”
The Design Journey
Principles
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Design Journey
Make sure you are well grounded in why you made certain choices in your design process
Foundation — “How to Craft a Strong Design Rationale”
Principles
Strengths
Weaknesses
Next Explorations
The Design Journey
Exercise #2: Your Work’s History
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Evidence
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Supporting Evidence
Foundation — “How to Craft a Strong Design Rationale”
Data
Insights
Market Trends
Best Practices
What research, analytics, trends, best practices and insights helped you make your design decisions
Supporting Evidence
Foundation — “How to Craft a Strong Design Rationale”
Supporting Evidence
Exercise #3: Supporting Evidence
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
Risks
Benefits
Understand the business opportunity and risks associated with your design recommendation so that you are speaking the same language as your stakeholders
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
https://www.youtube.com/watch?v=MHg_M_zKA6Y#action=share
Business Acumen
Exercise #4: Business Impact
Foundation — “How to craft a strong design rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
ContextBeing able to provide context for your work, both in terms of customers and the business, will build your credibility
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Framing Statement
Craft the Pitch
Create Resonate Stories
Framing
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Framing your work
Context — “How to craft a story around your design”
Framing your work
Focus
Outcome
Help Needed
Not Needed
Context
Use a framing statement to set the tone for the entire design review and explain what you are trying to achieve
Context — “How to craft a story around your design”
Framing your work
Exercise #5: Make a Framing Statement
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
The Pitch
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
The Pitch
Context — “How to craft a story around your design”
The Pitch
Recommendation
Pain, Want, Need
Customer Benefit
Differentiation
Competition
Being able to provide quick context for your work, both in terms of customers and business will build your credibility and help focus the session
Context — “How to craft a story around your design”
The Pitch
Exercise #6: Craft The Pitch
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Craft Stories That Resonate
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Craft Stories That Resonate
Context — “How to craft a story around your design”
True to life
Believable
Visceral
Relatable
Use customer stories to engage your audience and bring your design work to life
Craft Stories That Resonate
Context — “How to craft a story around your design”
Craft Stories that Resonate
Exercise #7: Craft Your Stories
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
MechanicsPlanning the design session itself will help you set the stage to get the right meeting outcomes
Planning
Feedback
Decision-making
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Planning
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Planning your presentation
Mechanics — “Planning for your design review”
Planning
Who are your stakeholders?
What are you trying to accomplish?
What are your constraints?
Mechanics — “Planning for your design review”Mechanics — “Planning for your design review”
Designing the Session
Exercise #8: Session Design
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Feedback
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Feedback
Exercise #5: The Customer Benefit
Mechanics — “Planning for your design review”
Feedback
Exercise #9: Know Your Audience
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Feedback
Exercise #10: Plan For Feedback
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Decision Making
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Decision Making
Exercise #5: The Customer Benefit
Intuit Confidential and Proprietary02 www.uxpa2016.org
Mechanics — “Planning for your design review”
Decision Making
Exercise #11: Plan For Decision Making
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Next Steps
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Next Steps
Intuit Confidential and Proprietary02 www.uxpa2016.org
Mechanics — “Planning for your design review”
Feedback
Exercise #12: Plan For Next Steps
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Thank You
Session Survey: uxpa2016.org/sessionsurvey?sessionid=299
Conference Survey: http://www.uxpa2016.org/survey
Intuit Confidential and Proprietary www.uxpa2016.org
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