Running Great Design Reviews With Clients & Partners

#ias13 #uxlead @craigpeters

Running Great Design Reviews

Presented by

CRAIG PETERS

• No context• No timeframes • No instructions

1 Establish strong relationships

#uxlead

GO ANALOG

SUCCESSof the engagement

Swoop and Poop

#uxlead

2Lead everyone through the story of the engagement.

awasudesign.com/download

Table Runnerawasudesign.com/download

Design Brief

One Sheeters


- Louisa May Alcott

A little kingdom I possess, where thoughts and feelings dwell; and very hard the task I find of governing it well

It’s not just a gut reaction.

It’s not a judgment.

against the goals and objectives the creator is trying to satisfy with it.

It’s a comparison of the design or idea you’re evaluating

- Aaron Irizarry and Adam Connor

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3Create alignment on Goals & Objectives

…and then some.

#uxlead

Kickoff Meeting

Project Overview: Mission Statement

Mission Statement for this Engagement

We will design a new Acme interaction model that is well-received, enables seamless user adoption, and most importantly, increases productivity for thousands of Acme users

For the sake of…

Acme supports team members in the pursuit of better service to clients and greater revenue for Acme Corporation.

How will the users lives be different?

Acme users will sell more, better informed, convey greater confidence, and make smoother handoffs.

How will we accomplish this?

We will focus on workflows, design for ease of use, regularly test with users, and work collaboratively with the internal team.

Design Strategy

Guiding Principles for Design

During our discovery phase, we identified a number of opportunities to improve the Acme experience. We have organized these opportunities into 3 main themes, or guiding principles, that will help shape the new experience.

Principle 1: Increase Productivity

Principle 2: Optimize for Service Excellence

Principle 3: Instill Trust

Acme Design Strategy Presentation – page 7


How would I measure success? If I were to go out and visit Acme offices, Lorem Ipsum would be on most users’ desktops most of the time, because they prefer this tool that is helping them be more effective.

- Jane Doe, Senior Manager, Important Group, Feb 2012

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Principle 1:

Increase ProductivityHelp me work as efficiently as possible.


• I want granular control over which clients appear in lorem ipsum

• I want advanced controls for searching, filtering, sorting, grouping, and pagination of lorem ipsum

• I want predefined, targeted views of lorem ipsum that support my common use cases, and I want to customize these views as needed

• When using search or lorem ipsum views, I want visibility into load time vs. data trade-offs

• I want to edit directly in lorem ipsum table views without having to make additional clicks

• I want to make updates to multiple items at once

• I want to export and/or print lorem ipsum views


Managing Lorem Ipsum Section

I want tools to review and manage lorem ipsum so that I can focus on my most valuable clients


• I want to quickly find a client

• I want to search using advanced criteria, such as:

• Clients added in last six months• Only clients in the lorem ipsum with more than

$2 million in assets• Partial criteria like first name and city

• I want to configure the sorting and grouping presentation for the results


Search

I want an easy way to find a single client or groups of clients based on specific criteria

#uxlead

4Attain “pre-approval” and develop allies before the meeting.

GET THEM TO COMMIT

“Do you have any concerns about the direction?”

“At the end of the last meeting, there were some concerns about _____. How are you feeling about that now?”

“If we present this in two days, what do you think will be _____’s concerns?”

And now Marissa’s going to introduce this next section.

Thanks Craig. What we’re going to cover next is…

GET THEM TO PARTICIPATE

Are we ready for the meeting yet?!

YESFinally!

5Elevate the Conversation to Strategy

Set the Stage

Eyes on the PrizeWe want to be perceived as forward-thinking and sophisticated…and, of course, we want to drive sales.

How would I measure success? If I were to go out and visit our offices, this tool would be on most users’ desktops most of the time; because they prefer it. Not ‘I have to use it’, but rather ‘I choose to use it.’ That would be success.

John DoeVP, Important Stakeholder

Jane DoeVP, Other Important Stakeholder

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Example:

Wireframe Review(Simple Project)

Example:

Wireframe Review(Complex Design Challenge, Small Team, Rapid Iterations)

Example:

Site Map review(Complex Project)

Example:

Detailed User Flows(Complex Project)

Example:

Wireframe Review(Complex Project)

Tell the story of the designs with a narrative

Walking through the designs• Weave goals & objectives into the user narrative

• Show each interaction step by step

• Remind them how to give feedback

• Guide feedback to goals and objectives

• Advocate using goals & objectives

• Pick your battles

• Solve later

1 Establish strong relationships

2 Lead everyone through the story of the engagement

3 Create alignment on Goals & Objectives …and then some

4Attain “pre-approval” and develop allies before the meeting

5 Elevate the Conversation to Strategy

CRAIG PETERS#UXLead

[email protected]@craigpeters


Running Great Design Reviews With Clients & Partners

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