Designing with Agile Workshop

Designing with Agile
Fast, Effective Methods that Work

@ANDERSRAMSAY / DESIGNINGWITHAGILE.COM / #AGILEUX

Workshop Overview
- Agile + UX = ?
- Kick-Off
- Personas
- Stories
- UI Design
- Minimum Viable Products
- Sprinting
- Retrospective
- Book/Software Give-Away!


What’s a top
question you hope
to get answered
today?


Agile + UX = ?
Kick-Off
Personas
Stories
UI Design
Minimum Viable Products
Sprinting
Retrospective

Experience Delivery

Agile + UX = ?
Methods like Scrum and XP...

are optimized for this… ...but insufficient for this.


Agile UX PAIN
Feeding the beast
“There’s a whole team of developers and I’m the only UX designer.
They’re building features faster than I can design them. I can’t keep up!”

Half-Baked UX
“Our PO’s under pressure to deliver the next release and signing off
on features despite crap-ass usability. Help!”

Sprint Tunnel-Vision
“Yes, we technically delivered all the features this sprint, but
looking at the big picture, the design’s an incoherent mess!”

AGILEFALL
“Our developers are a fine-tuned Agile machine, but our design dept.
can’t figure out how to fit in what we do, so we’re basically still just continuing
to create big-ass spec docs and handing them to the devs.”


Traditional Relay Race
- Team members mostly run alone.
- Communication occurs mainly through document hand-offs.
- One big crossing of the ﬁnish line.

PM
GD
Dev

BA
Biz
UX

Agile Rugby Game
- Intensive and continuous collaboration.
- Communication through direct collaboration.
- Reach the ﬁnish line early and often to win the game.

Our top goal is to…but what’s
most important is that we…tho what
we really must do is to… But I thought…

Whaa…?

What about…?

A Relay Race Meeting
- Not designed for collaboration.
- Slow debugging of issues, differences in understanding.


A Rugby Game Meeting Workshop
- An intensive passing game across roles/perspectives.
- Rapidly iterating toward shared understanding.


A UX Rugby Toolkit...
- Cardstorming
- Collaborative Chartering
- Design Studio
- Dotvoting
- Ideation Clearinghouse
- Paired Interviews
- Product Box
- Provisional Personas
- Speed Boat
- Story Mapping
and many more...


Transforming UX Practice...
...and beyond.
- Org. Structure
- Biz Dev
- Sales

Collaboration-centered Design - Marketing
- Facilities
- Human Resources
- IT Department

Open, Lean Documents

Putting Agile UX in Context

Traditional UX
Design, Usability
What are we making?

Startup
Lean UX Agile UX
Measuring,validating Collaboration,
product/market fit. Delivery
Are we making How do we
the right thing? make it?


Source: David Hussman

Collaborative Chartering: An Agile Kick-Off
- At-a-glance view of the project.
- Big visible open document, created through active team involvement.

Teams
- 4-6 per team.
- 1 product owner

Our Sample Project
Design a Tablet App for a Children’s Charity
Providing education and shelter for abandoned
and orphaned children around the world.
(a real charity I’ve worked with)


Collaborative
Chartering Activity
1.Business sponsor presents
project goals.
2.Team crowd-sources shared
understanding.
3.Start creating your collaborative
charter project document.
4.Iterate with Biz Sponsor.
5.Distill down to top goals.
6.Next: Continue populating,
updating the charter with
additional activities... Source: David Hussman


“Sunshine App” Start / End Dates

Business Goal(s)

Success metrics
Users/Personas

Design Vision

Cadence

Team

Next Milestone


The Business Owner’s Pitch
“We’ve just received funding from an anonymous donor to update our digital presence. Our
current website is very outdated. We think we can better reach our target demographic
through mobile media and social networking, so we’d like to create a tablet app. We think that
will be an effective way to increase overall donation revenue, with all the social networking and
what-not out there. We know we have a good cause and we want to make sure visitors agree
and we’d like them to be confident their donation is going toward the actual cause. And yet,
what really matters are the donations. We’ve also been struggling on the upsell front. This is
slightly less important. Well, actually, it’s really a top priority come to think of it, since it will
lead to higher overall revenue. Though what really is important is to attract users to the site.
And just as important is that they make a donation and that it is easy to make a donation.
Usability is a must. Also, the payment part must be easy. Should be completely seamless.
And we want lots of social networking and Facebook and Twitter in there too.”


Business Goals
1. Convince visitors to make a donation.
2. Persuade visitors to donate a little more than intended.
3. Instill confidence donation is going toward cause.
4. Motivate visitors to tell others to donate.


Agile and Research
- A shift to more outcome-driven and continuous research.
- Made possible due to light-weight, team-oriented methods.

Source: Lane Halley

Provisional Personas
- Team participation facilitates user empathy.
- Continue to evolve with our understanding of our users.

Persona Activity
1. Send two people from one team to the
next team.
2. Conduct 5-minute interviews.
3. Collect as many cards as possible.
4. Chunk and prioritize cards.
5. Create a Persona as a team.


As an auto sales rep, I want
to search for parts visually,
so I can be sure I’m
ordering the right part.

The (whole) story is not on the card

?

Testers
PMs

Developers so I can be sure I’m Users

UEDs
POs

Many Simultaneous Functions
(A Boundary Object)


A Type of Lean Document

so I can be sure I’m

Placeholders (Future) Supporters (Now)
Words/Content needed to trigger Words/Content needed to support a
details in a future conversation or current conversation or collaboration.
collaboration.


Power in Numbers

Storymapping
Jill is attracted Jill is persuaded Jill makes a Jill donates a
to the site to donate donation little more Priority

MVP?


Storymapping Activity
1. Use Biz goals, Personas as a
foundation.
2. Create cards from research,
cardstorming.
3. Chunk, prioritize cards.
4. Create storymap backbone.
5. Populate map.
6. Iterate, as needed.


Create Cards with Cardstorming
- 3m timebox.
- Write down as many scenarios or
feature ideas you can think of.
- One per sticky.
- After the timebox, start chunking
cards.
- Transition to self-organized
storymapping as a team.


Storymapping

UI Exploration
MVP/
Road Map

Sizing/Estimating


Stories and UI Design

Feature Dev-Ready
Stories Stories

Written by Independent
users, business Negotiable
Valuable
Estimable
Story Glue Small
More Accurate Estimates Testable
Better Story Coverage


Design Studio
- Tapping into the whole team’s knowledge and imagination.
- Can be used for research or actual design.


A Design Studio Pattern

Deﬁne area of (Warmup/ Raw Sketching
focus. Materials) Timebox Critique

Iterate?


Sketching Timebox
- 5m timebox.
- Everyone sketches.
- No rules.
- If conducting with general
stakeholders, clarify that this is
research, not design.
- If conducting with the internal
team, the UI concepts can be the
basis for the actual design.


Critique
- Post the sketches.
- 2-minute round-robin, then open
critique.
- Take careful notes, attach to the
respective sketches.
- Look for and work to resolve
vision differences.
- (Optional) Dot-vote to uncover
trending solutions.


Dot-voting
- Quickly captures trending
opinions.
- How many dots? About half of
qty items to vote on, rounded
up.
- Use markers or stickie dots.
- Everyone votes at once.
- Voters can distribute dots any
way they want.


Generate Cards from UI/Storymap Refresh
1.Revisit the storymap backbone and feature set. Still accurate?
2. Work with “devs” to generate card from UI.
3. Attach/Map feature cards to “dev-cards” (optional)
Jill is attracted Jill is persuaded Jill makes a Jill donates a
to the site to donate donation little more

Static Landing Process
Page credit card
payments

“Donator- Make payment
meter” via SMS


The Hudson Bay Start
Fur-trappers in Canada predicting what they will need to survive for
weeks or months in the Northern Territories.


MVP Design
Hypothesis:
- This is my prediction of what I’ll
need to survive for 2 months in
the middle of nowhere. UX: How do we
Experiment: design effective
- Trek into nearby woods and
camp out for a few days.
experiments?
Measurement/Learning:
- Did I use more/less food than I
expected in 3 days? Did I
discover gear I needed but didn’t
have with me? etc.


MVPs and UX
- Designing MVPs should be core to modern UX Practice.
- Light-weight prototypes can be your ﬁrst experiment, but
good to quickly follow with a code-based experiment.
- MVP design usually draws on a combination of strategies.


Painkiller
Strategy: Find the biggest pain point that can be removed with the
least amount of effort.
Great for: Enterprise systems, esp. when replacing a legacy system.

Fa$t Money
Strategy: Remove features/content the customer is not directly paying for.
Great for: Consumer products, esp. with domain-specific content/
features. Image source: http://www.creativedreamincubator.com/images/products/buynow50.jpg


Turk It
Strategy: Manually simulate system operations.
Great for: Products with complex algorithms, back-end
operations. Image source: http://en.wikipedia.org/wiki/File:Tuerkischer_schachspieler_racknitz3.jpg


Go Ugly Early
Strategy: Build the functionality ﬁrst, with just a bare-bones UI.
Great for: Products in which the selling point is a technical
special sauce.

Fake it ‘til you make it (Archetypal Lean Startup Landing page)

Strategy: Once a final product is imagined, market it, measure
interest, and adjust based on market response.
Great for: Any product with a high degree of uncertainty about
customer interest.

What’s your MVP?
Attract Convert Transact Upsell

What is the cost of these features? MVP?
What is the team’s delivery capacity?


The UX of Estimating
- Be sure estimate is informed by UI Exploration
- Be present, prepared to speak up and negotiate
- Understand the estimation units (e.g. points)

An Agile Project Lifecycle
(Three UX Dynamics of Agile Projects)

Opening Game
Short, intensive

Mid Game
Alien territory for
many UX
designers

End Game
Validate, reflect,
adapt.


Designing while Building
- Supporting the current sprint
- Preparing for the next sprint
- Learning from the previous
sprint.
More about logistics than design.


Automating Collaboration with Cadences
- Apply Agile approach to planning to ensure that whole team is designing together.
- Can also be applied to ﬁeld research, usability testing and other UX activities.


Automating design reviews with Style Guides/Trailing Docs
- Document after initial implementation.
- Testers, developers participate in doc production.
- Reduces “chase-down” churn.

The Scrum/Kanban Board
New UX/Biz Active Ready Done Validated

Am I going to have them
do this? Also just as
much a kanban board


Micro-Sprints
- Self-organize into UX/”Dev”/PO
- Create paper prototypes that
allow for completing the
donation process.
- I’ll initiate “User Fridays”
cadences.
- Ask users how much they’d be
willing to donate and track your
donation and upsell totals.


Showcase

Outcome-Driven Research
- Measuring interest in the envisioning product.
- “Is this user-friendly?” vs “Would you pay for this?”
- Enables integrating with Agile methods through continuous rather than up-front research.

Agile + UX = ?
Kick-Off
Personas
Stories
UI Design
Minimum Viable Products
Sprinting, Validating
Retrospective

Retrospective
- Enabling continual learning and improvement.
- Start with action items from previous retrospective.
- What worked? Didn’t work? What questions do you have?


Book/Software Giveaway
Thanks to our Sponsors!


Thanks!
@andersramsay
andersramsay.com
designingwithagile.com


Designing with Agile Workshop

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