don't ride the roller coaster: creating lasting design awareness in your organization
DESCRIPTION
Five principles for creating lasting design awareness in your organization. First delivered at UPA Boston's annual conference, 5/7/2012. A follow up to our #IxD12 presentation, "I Hate Process/I Love Process: Why designers are divided about process, and what to do about it" - http://www.slideshare.net/christinapersson/hate-love-process-ixd12vermetteperssonAuthors: Christina Persson and Joan VermetteTRANSCRIPT
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Don’t Ride the
Roller Coaster . . .
Create lasting design awareness
in your organization
hCp://www.flickr.com/photos/jclement/2647899239/
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@jayeffvee @chris.na_xd #madpow #DRTRC #UPABos12
E. Chris.na Persson Joan VermeCe @chris.na_xd @jayeffvee
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Creating Design Awareness in Your Organization
• Mad skills, methods, talent
• Process & culture
• Rela.onships
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Our Conversation about Process
• Do you need process?
• Is there an inherent, natural process?
• What’s at the core?
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Process & Culture
Draw Make Think
Illustrator, Brandon Baselice Thanks to Brian Ling, thinkdrawmake.com, Design Sojourn
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It’s about balance
hCp://www.flickr.com/photos/statelibraryofnsw/3073045010/sizes/z/in/photostream/ @jayeffvee @chris.na_xd #madpow #DRTRC #UPABos12
• hCp://www.flickr.com/photos/statelibraryofnsw/3073045010/sizes/z/in/photostream/
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One size
does
fit all
NOT
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• h<p://www.flickr.com/photos/sebilden/3518661163
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But there’s something more . . .
What are the values that successful, innova.ve companies hold?
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Verme<e photo library
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Relationship Companies
• Integra.on
• Communica.on
• Flexibility
. . . regardless of what formal process they use
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Process plus the Glue
• Organiza.ons need process & structure
• But these are not sufficient towards innova.on and market success.
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But also . . .
• Transparency
h<p://www.flickr.com/photos/kennedylibrary/3620931196/
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But also . . .
• Respect
h<p://www.flickr.com/photos/84423669@N00/4396558735/
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The Relationship Principles
• Integra.on
• Communica.on
• Flexibility
• Transparency
• Respect
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The 5 Principles
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Principle 1: Integration
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Integration
Break down the walls.
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Integration
Organiza.onal silos are old thought made concrete.
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Integration
Your less obvious colleagues are a wealth of informa.on.
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Integration – the outcome
• BeCer product • Less rework • Buy-‐in from the ground up • Early, abundant crea.vity
– Never know where the awesome will come from – Divergent thinking
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Principle 2: Communication
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Communication
Communica.on is important. • OH: “I don’t care what my internal partners think; I care what people think.”
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Communication
Always working on it • What does “done” mean?
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Communication
Ask the stupid ques.ons
Paraphrase and confirm
Check in with folks
Validate ‘common’ terms
Use their vernacular
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Communication – the outcome
• Less rework • Cohesion leads to efficiency • Involvement • Knowing what’s around the corner – comfort • Trust from the top-‐down • Repeat business • You’re easier to work with
– so R&D gets pulled into projects earlier, geqng the ‘what work’ not just the ‘how work’.
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Principle 3: Flexibility
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Flexibility
Adapt your techniques
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Flexibility
Adapt your process
Meeting 10:00-11:00pm Virtual signoff by 5:00pm Meeting 3:00-3:30
Meeting 10:00-11:00am Meeting 3:00-3:30 Meeting at 9:00-11:30am Touch Points
1. Sign off meeting Attendees: representatives from FIL business and systems teams; the design team; FeBDesign business line owner and product line owner. Goal: to completely sign off and deliver 2. Incorporate feedback from Sign off meeting before close of business; obtain virtual signoff.
1. 2nd check-in meeting Attendees: IA, VisD, Proto Agenda: go through page inventory to understand status Goal: to make sure a full, publishable draft of each page has been created and is ready for hand off and sign off on Friday morning. To understand any remaining unresolved issues and decide an action plan to address them. 2. Design work
1. Internal review Attendees: Usability, reviewing designer, style guide reviewer, IA, VisD, Proto, Analyst Agenda: Explain context of pages and scope of changes; take teamthrough the page flow. Goal: to surface any usability issues that can be addressed without functional changes. 2. Incorporate Usability feedback
1. 1st check-in meeting Attendees: IA, VisD, Proto Agenda: go through page inventory to understand status Goal: to understand status so any issues can be appropriately resolved/escalated. Note that this is not a design meeting; design discussions -- unless there are issues -- should be occurring during the rest of the day as needed. 2. Design work continues.
1. Collaborative analysis meeting Attendees: IA, VisD, Proto, Analyst Agenda: Context brief (analyst) View pages, assess components by page to identify which need further IA and visual work. Goal: go directly to code as much as possible. 2. Work on first draft begins.
Activities
Present for approval Incorporate changes First draft ready for Internal review
Working, with IA/Analyst answering questions
Create a shared understanding of Context Determine how much of the work can go to code immediately.
Goal for the day
Friday Thursday Wednesday Tuesday Monday
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Flexibility
Adapt your design
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Flexibility – the outcome
Focus on making it beCer, not perfect • Easier to work with • More .me & opportunity for interes.ng work. • Researchers and designers are seen as less preten.ous and
prickly.
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Principle 4: Transparency
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Transparency
Share your process, share your ra.onale • Result: Users squealing with joy in tes.ng
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Transparency
The more you share, the more you show your value.
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Transparency – the outcome
Enhances your value to the organiza.on. • The team realizes this is challenging. • Team members begin to trust you. • Repeat business, more resources, more .me
== BeCer design • You get beCer ideas • Garner support for further research efforts • Garner support for schedule changes
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Principle 5: Respect
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Respect
Without respect, you can’t apply the other principles Value is not always obvious Expect they’re there, and the value and ideas will come
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Respect
Start with the Premise: • Partners are naturally crea.ve, resourceful & whole Just as we do with our users: • The user is always right, so are your partners
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Respect – the outcome
• You’ll realize their value – and step out of your own perspec.ve
• You don’t waste mental energy.
• Respect is reciprocal
• Leadership – you posi.vely energize and influence the team
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Toolkit
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Toolkit – Integration
• Regardless of process, do it. • Understand the silos, pull them in. • As a consultant, integrate with the client:
– Help them feel rescued and validated.
• Don’t just invite them, insist on par.cipa.on & contribu.on.
• Visit them at their desks, call them. • With developers, “Can I see it?”
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Toolkit – Communication
• Listen, really listen
• Asking stupid ques.ons
• Paraphrase & confirm
• Validate ‘common’ terms
• Use their vernacular
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Toolkit – Flexibility
• Use tried and tested techniques, but if there are impediments . . . – understand the constraints – where the freedom might lie – define the goals
• Take ini.a.ve
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Toolkit – Transparency
• Design Studio
• Invite par.cipa.on in research and usability tes.ng – ask them for their conclusions – include their awarenesses in your report – ask them what ques.ons arise for them
• Create and post collateral – Posters on walls – Post deliverables on a shared resource – Post schedule & milestones
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Toolkit – Respect
• Self-‐awareness
• “They add value,” and turn the energy into curiosity.
• Modify your mindset: – They are resourceful, crea.ve, and whole
• When you ques.on the ideas or feedback – Ask, “Why?” – Build on the ideas of others: "Yes, and…”
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Exercise
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Exercise
• You: Share your experiences [Successes and Tough situa.ons]
• Colleague: shows how a principle could be brought to bear.
• Get free stuff
• Integration
• Communication
• Flexibility
• Transparency
• Respect
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Creating Design Awareness in Your Organization
• Mad skills, methods, talent
• Process & culture
• Rela.onships
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@jayeffvee @chris.na_xd #madpow #DRTRC #UPABos12
The Relationship Principles
• Integra.on
• Communica.on
• Flexibility
• Transparency
• Respect
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E. Chris.na Persson [email protected] @chris.na_xd
Joan VermeCe [email protected] @jayeffvee
Connect with us . . .