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Planning for design
Ian Cox SVP, Delivery ian@can!na.co twi"er: @iancox
Design is for people Projects are about people
“Group improvisa!on is a challenge. Aside from the weighty technical problem of collec!ve coherent thinking, there is the very human, even social need for sympathy from all members to bend for the common result.” Bill Evans
So what people do you need?
Interac!on Designer Visual Designer UI Developer Project Manager Product Manager
Le# Brain Right Brain Logical Sequen!al Simultaneous Literal Cri!cal Thinking Intui!ve Visual Op!mizing Genera!ve Analyzing Design Thinking Holis!c image source: h"ps:/ /upload.wikimedia.org/wikipedia/commons/d/dd/Brain_picture.jpg
Design is a mess image source: Jason Fried: signalvnoise.com
The Specialist source: IMBD
The Generalist image source: http://ibrandstudio.com/wp-content/uploads/2012/12/good-logo-design-versatile.jpg
The Compartmentalist image source: https://s3.amazonaws.com/policymic-images/q1zwe4h53xzz2yd0fxdpgt6piuav2tagrsky9hn4pnbi12j3j3ppyrlb7k41q0w8.jpg
Specialists Generalists Compartmentalists source: http://writemyessayonline.com/blog/wp-content/uploads/2014/08/Taking-small-steps.jpg
Partner with Specialists Hire Generalists Grow Compartmentalists source: http://writemyessayonline.com/blog/wp-content/uploads/2014/08/Taking-small-steps.jpg
Engagement Models image source: http://divanee.com/wp-content/uploads/2005/06/marriage.jpg source: http://writemyessayonline.com/blog/wp-content/uploads/2014/08/Taking-small-steps.jpg
Welcome to the Future!
Uncertainty is Reality
We’re in this… …together image source: http://cdn1.absolutetravel.com/content/uploads/2013/06/bungee.jpg
Fixed Agile? psst: it doesn't work source: https://agileespresso.ﬁles.wordpress.com/2014/07/agilemisconception.jpg
so you’ve got a team, now what?
Which techniques? mood board pattern library interactive prototype paper prototype ﬁndings tracking system static wireframes competitive report content inventory user journeys system map comprehensive designs ﬂowcharts personas
It depends on the expected outcomes Ideate Validate Design Planning whiteboard paper prototype A/B Aesthe!cs test product roadmap paper sketching user tes!ng Mood boards compe!!ve research photography surveys design thinking SWOT chare"e product canvas customer journey Tech planning brainstorm interac!ve prototypes
Choose comfort and competence over complexity image source: https://i.ytimg.com/vi/buF540VBwAE/maxresdefault.jpg
Speed over ﬁdelity image source: http://www.milkman.it/
Start lo-ﬁ to validate, then hi-ﬁ to iterate Feature Invalid Feature Lo-ﬁ prototype Valid Hi-ﬁ prototype Build Production
Sta!c Wireframes are most common… source: https://www.nngroup.com/articles/common-ux-deliverables/
…but interac!ve prototypes are most eﬀec!ve 3rd party Developers and Engineers Internal Mgmt source: https://www.nngroup.com/articles/common-ux-deliverables/
One Deliverable mood board interactive prototype static wireframes pattern library paper prototype competitive report user journeys ﬁndings tracking system content inventory comprehensive designs ﬂowcharts system map from many work products personas
what do you know about your product?
Product Design Project Plan • Time-box your up-front research • Let your product assump!ons and hypotheses guide your design tes!ng schedule • Everyone works together… • Real-!me communica!on tools
Visual Designer UX Designer Project Manager UI Developer
Avoid • Siloed working • Big reveals* • Weekly check-in habit - a week is a long !me to be away from your product *does anyone like surprises when budgets/reputa!ons are involved, really?
Example: Marke!ng site redesign
Example: Marketplace design
and whatever you do, plan in advance for tes!ng
Iden!fy services that can help User Tes!ng Voice of the Customer
Wrap-up • Build a team of specialists and generalists • Flexible engagement models with partners (internal/ external) • Stash some cash - you’ll need it • Choose design techniques based on the ques!ons you're trying to answer about your product • Everyone works together - tear down that wall!
About cantina • Boston-based digital design and development agency • Founded in 2007, 60+ employees • We help clients like Putnam Investments, John Hancock, CUNA Mutual Group, Epsilon, and Pearson deliver be"er digital products for their customers • Can!na’s people turn great ideas into digital reality, execu!ng with the best design and development techniques available