how to prep an effective kickoff workshop in 3 steps – ux camp cph
TRANSCRIPT
How to prep an effective kick-off workshop in 3 steps
Who am I and what do I know?
I’m a UI designer
Who am I and what do I know?
I’m a UI designer I’m part of a team
Who am I and what do I know?
I’m a UI designer I’m part of a team I work at a full-service software house
What is a client workshop for?
What is a client workshop for?
1. Get on the same page
What is a client workshop for?
1. Get on the same page
2. Get all information
What is a client workshop for?
1. Get on the same page
2. Get all information
3. High-energy kick off
What is a client workshop for?
1. Get on the same page
2. Get all information
3. High-energy kick off
4. Team building
What is a client workshop for?
It’s not science
Step 1 – check what you have
4 Bases
StoryScopeBrand User
Story
What problem are we solving?
Why are we doing this project?
What are the goals of this project?
User
Who is the target user?
Do we have actual data?
Is there an existing user base?
Scope
How much time do we have?
Are we making an MVP?
Is there a list of features?
Brand
Are there existing branded materials?
What is the brand personality?
How does this project fit into the brand story?
Step 2 – Get what you need
Step 2 – Get what you need *
If you have everything, go straight to planning.
Story
1 Week:
Lean Canvas Fill The Gaps
1 Day:
Lean Canvas
Fill The Gaps
Try out (product)!
You will never (user problem) again. Thanks to (the most important feature) you will be able to (goals to achieve).
Feel like (users emotions).
Users
1 Week:
Surveys Key Questions
1 Day:
Surveys
Typical day
Other apps
Values and opinions
Experience
...
Key Questions
Age
Lifestyle
Brand Affiliation
Social Behaviour
Scope
Scope
Do nothing.
Brand
1 Week:
Request materials Brand Personality
1 Day:
Request Materials
Brandbook
Website
Catalogues
Flyers
...
Brand Personality
Describe the brand in 5 adjectives.
Step 3 – See what you can do
StoryScopeBrand User
Goals Flows Prioritise Users Features App
PersonalityVisual
Guidelines
Our Favourite Tools
Futurespective
Problem:
Find out the most important goals
(business and personal)
Futurespective
Futurespective
Futurespective
internal/process
measurable
emotional
User Journey Maps
Problem:
Every feature is equally important!
User Journey Maps
ACT
ION
S
PRODUCT SALE
PERSONAUSER JOURNEY MAP
MARYLIN33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatchreceive feedback
EMO
TIO
NS
MU
ST-H
AVE
SHO
ULD
-HA
VE
EXCI
TERS
User Journey Maps
ACT
ION
S
PRODUCT SALE
PERSONAUSER JOURNEY MAP
MARYLIN33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatchreceive feedback
EMO
TIO
NS
MU
ST-H
AVE
SHO
ULD
-HA
VE
EXCI
TERS
How does this make them feel?
User Journey Maps
ACT
ION
S
PRODUCT SALE
PERSONAUSER JOURNEY MAP
MARYLIN33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatchreceive feedback
EMO
TIO
NS
MU
ST-H
AVE
SHO
ULD
-HA
VE
EXCI
TERS
Without these, the flow doesn’t work.How does this make them feel?
User Journey Maps
ACT
ION
S
PRODUCT SALE
PERSONAUSER JOURNEY MAP
MARYLIN33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatchreceive feedback
EMO
TIO
NS
MU
ST-H
AVE
SHO
ULD
-HA
VE
EXCI
TERS
Without these, the flow doesn’t work.
Users will notice if these aren’t there.
How does this make them feel?
User Journey Maps
ACT
ION
S
PRODUCT SALE
PERSONAUSER JOURNEY MAP
MARYLIN33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatchreceive feedback
EMO
TIO
NS
MU
ST-H
AVE
SHO
ULD
-HA
VE
EXCI
TERS
Without these, the flow doesn’t work.
Users will notice if these aren’t there.
Respond to this
How does this make them feel?
Point Voting
Problem:
But we have business goals!
Point Voting
+feature list finite number of votes
Point Voting
Visual Extremes
Problem:
Poster by Mark Shanley and Paddy Treacy
Visual Extremes
Visual Extremes
Visual Extremes
overall similar
Visual Extremes
overall similar
details different
Visual Extremes
App Personality Deck
Problem:
Why is this design so boring/serious/juvenile/(adjective of your choice)?
Standard Schnauzer
relaxed
dynamic
low-key
smart
pleasant
App Personality Deck
Personal Assistant
seriousplain
popular
complicated
diplomatic
Best Friend
friendlydecisive
popularsmart
honest
App Personality Deck
Standard Schnauzer
relaxed
dynamic
low-key
smart
pleasant
Personal Assistant
seriousplain
popular
complicated
diplomatic
Best Friend
friendlydecisive
popularsmart
honest
App Personality Deck
Standard Schnauzer
relaxed
dynamic
low-key
smart
pleasant
Personal Assistant
seriousplain
popular
complicated
diplomatic
Best Friend
friendlydecisive
popularsmart
honest
WORK IN PROGRESS
Our Favourite Books
Nothing beats user testing.
Questions?
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polidea
polidea.software
polidea.com/heartbeat