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Building a Practice
as a UX Team of One
Leah Buley · May 11, 2011 · Lisbon Portugal
The UX Team of One
Philosophy
1. UX is good.

2. The world needs more of it.

3. You can make that happen.
Our goal today:
This workshop will guide you in making an
18-month plan for your UX practice, and
help you identify specific tactics and
strategies to get you there.
Today...
9:00-9:45     Goals.
              What motivates you? What are you working towards?

9:45-10:30    Challenges.
              What obstacles might you encounter?

10:30-11:00   Break.
              Don’t you want coffee? I know I do.

11:00-12:00   Methods.
              Tactics and strategies for a variety of situations.

12:00-12:30   Plan.
              What are your next steps?
Caveat:
We are all figuring this out—together.
How about you?
What do you want to learn today?
* Goals *
My horoscope on
August 27, 2009
✘
✔

✔
This is about...
Strategies & Roadmaps
World Domination
[Experiment] Goals
                 Write down 3 developments you want to
                 see in your UX practice within 5 years.
                 Think about...

                 •   Your role
                 •   Your team
                 •   Products you put into the world
                 •   Your success stories
                 •   Who your allies are
                 •   Education (yours and others)
                 •   Where you work
                 •   How you work
                 •   The culture you create & contribute to
* Challenges *
Hol
                                                 di
                                   Ke
                                                                          a basic




                                                  ng M
                                      e
                                                                        g
                                                                 Buildin nding of




                                       pin
                            No




                                                    y Gr
                                           gU
                                                                        ta




                                Pr
                                                                 unders




                                                        oun
                                             pW
                                  oc




                                                           d
                                  es


                                             ith
                                                                  UX 17%
                    Territory




                                       s
Challenges

                                                  the
                     Disputes




                                                   Ind
                           5%




                                                         us
                  Status




                                                           try
                  Quo                                                           Getting
                  5%
                                                                               permission t
                                                                                           o do


We Face      Creative Is                                                       the work 13%
                            olation
             6%
                                                                          Communic
                                                                                      ating/
                                                                          selling idea
              No                                                                       s 12%
              Strategy
                  7%                                               Just
                                                                   Trying to
                       Politics
                                                                   Do Good
                       7%                     Time
                                                                   Work
                                              8%
                                                                   12%
Challenges We Face                                 The usual human stuff


                                                                 Fear of
                         A                                       change
                                      Fight-
                      rapidly                  Territory
                     changing         i-ness
                                               disputes
                     industry                               Little
                                                           strategy


                                                                                Plus the politics
   Lack of
understanding/
support for UX

                                                                      But there’s too
                                                                      much to do. Not
  Foundation                                                           enough time.
                 No permission to
                 do user research /
                        UX                       So you just try to
                                                 do what you can
                                                                                Tactics

               Process
                                                                            Leah Buley |
How change happens...
“I’ve been working on earning the
confidence of others to trust my judgment
and apply my design / 'suggestions'. Prior
to myself, the company had a UX team of
zero. The confidence was gained over
time as my input continually improved
product development. It is/was a difficult
path that has proved to be rewarding.”
B




    Be up there, not down here.
[Experiment] Challenges
                 Write down all the challenges that are
                 currently standing in the way of your
                 ability to do good UX work.
                 Think about...

                 •   Your role & responsibilities
                 •   Your team
                 •   Your company
                 •   Your strengths & weakneses
                 •   Prejudices and biases
[Experiment] Challenges
                 Now, working as a group, put all
                 your stickies together, and create
                 logical groupings. Think about...

                 • What challenges naturally go
                     together?
                 •   What challenges stem from the
                     same problem?
* Methods *
Types of   The Crossover
Teams of
One:       The Doer


           The Builder



           The Independent
The
Crossover
The Crossover
Crossovers bring passion and fresh
perspective. They’re helping to spread
UX.

Challenges
- Permission to Focus
- Getting in Touch with the User
- Finding Ways to Do Good Design

Strategies
- Find Good Partners
- Do DIY Research
- Steal Inspiration Wherever You Can
Method: Heuristic Markup
                                                 How it works
                                                 1. Start at the beginning of the site or service
                                                 2. At each step, take screenshots or pictures
                                                 3. Write directly on the image what’s
                                                    confusing

                                                 How it gets others involved
                                                 Creates a very visual document that you can
                                                 send around to raise awareness of design
                                                 issues
Slide from presentation by MAYA Design
http://www.maya.com/portfolio/carnegie-library   What questions it can answer
                                                 Basic awareness questions. What kinds of
                                                 issues does UX address? What opportunities
                                                 do we have for improvement?
Method: 5-Second Test
               How it works
               1. Show users a design for 5 seconds
               2. Take it away
               3. Ask them some questions about the design
               4. See what they can remember

               How it gets others involved
               Invite team members to watch. Invite team
               members to participant. Best if you can get
               users involved too, of course.

               What questions it can answer
               Do we all agree on the goals of what we’re trying
               to accomplish?

               Where to learn more
               uie.com/articles/five_second_test
               fivesecondtest.com
Method: Collect Examples
                  How it works
                  1. Go to a site that collects good examples. (I like
                     The Webbys).
                  2. Create screenshots of everything you think
                     demonstrates the qualities your product
                     should have.
                  3. Do a quick analysis on what design choices
                     make it seem that way.
                  4. Send around the screenshots to others in your
                     company, sharing your thoughts.

                  How it gets others involved
                  Turns critique into an open dialogue. Invites a
                  culture of sharing ideas for how to improve the
                  product.

                  What questions it can answer
                  What design principles and aesthetics can be a
                  foundation for product changes.
The Doer
The Doer
Doers make things happen. But they
can be under-appreciated, and adrift in
their organizations.

Challenges
- Building Consistent Support for UX
- Communicating the Value of Design
- Coming in Too Late in the Process

Strategies
- Connect Professionally
- Focus on Relationships
- Offer Your Services
- Start Measuring ROI
Method: UX Health Checkup
                  How it works
                  1. Schedule a recurring meeting
                  2. Make a spreadsheet
                  3. Break the site into sections (e.g., search,
                     registration, etc.)
                  4. For each section, choose relevant comparators
                  5. For each section, grade how good it needs to be
                     vs. its comparators
                  6. For each section, grade how good IT IS vs. its
                     comparators
                  7. As a group, discuss the gaps

                  How it gets others involved
                  Invites others to regularly assess how the site/service
                  is doing

                  What questions it can answer
                  Where do we need to focus next?

                  For more information
                  http://www.slideshare.net/livlab/ux-health-check-
                  phillychi
Method: Product Definition Workshop
                 How it works
                 1. Schedule a meeting
                 2. Everyone draws their vision for the design
                 3. Everyone talks about their design
                 4. Everyone throws away their drawings, and draws
                    again
                 5. Everyone talks about what they drew
                 6. Repeat steps 4 and 5
                 7. Final designs should be closely aligned toward
                    shared group goals

                 How it gets others involved
                 Everyone gets to share their vision for design, and has
                 to listen to others

                 What questions it can answer
                 What are outlying ideas for the design vs. core shared
                 expectations
Method: Lunchtime UX
                How it works
                1. Brainstorm a list of the people who you need to or
                   would like to partner with.
                2. Invite each one to a one-on-one lunch.
                3. Ask your lunch date to talk about what their
                   working on. Probe to understand their goals,
                   challenges, etc. Ask about their frustrations or
                   concerns. Listen more than you talk.
                4. Save time to ask your lunchdate about their vision
                   for the project or product.

                How it gets others involved
                It sets a precedent for positive working relationships,
                and gives your partners a chance to share their
                perspective outside of the context of formal meetings.

                What questions it can answer
                Where are there opportunities for UX to help. What are
                the reasons why it sometimes faces opposition.
The Builder
The Builder
Builders have been doing UX work in
their organizations for a while, and are
starting to see real progress from it.
Often, they’re on the verge of starting
full-fledged UX teams.

Challenges
- Process
- Politics
- Relationship Management

Strategies
- Align With Business Goals
- Strategic Planning
- Pyramid Evangelism
- Build a Case to Grow Your Team
Method: Internal Survey
                  How it works
                  1. Send around a survey to internal
                     stakeholders
                  2. Ask them about their goals for the product,
                     what parts need improvement, and their
                     understanding of users

                  How it gets others involved
                  Invites others to share their expertise and
                  vision for the site/service. Creates a starting
                  point for further conversations (people will
                  want to hear what you found)

                  What questions it can answer
                  How much support for change is there? What
                  business goals do people expect the site/
                  service to serve?
Method: Case Studies
                  How it works
                  1. Create a one-sheet overview of a major
                     project you did.
                  2. Include images of the outputs, and a brief
                     write up of the goals, and what you’
                     accomplished.
                  3. Share with others, or simply keep the
                     stories well memorized in your back
                     pocket.

                  How it gets others involved
                  It makes it easier for you to explain the value
                  that UX provides, so others can see it too. Can
                  also be an opportunity to highlight the
                  involvement of colleagues.

                  What questions it can answer
                  What are the results of UX work? Why might
                  we want more of it?
Method: Pre-Meetings
                  How it works
                  1. Prior to an important meeting, list key
                     participants.
                  2. Think about senior decision makers, people
                     with informal influence, and the people
                     most likely to have reservations
                  3. Set up a pre-meeting with each of them to
                     preview the design work and invite their
                     one-on-one feedback.
                  4. If the reviews go well, you're golden. If not,
                     consider delaying the meeting.

                  How it gets others involved
                  It gives them time to think and ask questions.
                  It also makes them feel special.

                  What questions it can answer
                  What concerns are there? Where does the
                  support lie?
The Independent
The Independent
Independents are lone guns – people
who work for themselves, but contract
with other organizations or groups to
provide UX services. Independents are
the literal teams of one.

Challenges
- Building Business
- Contracting
- Being Positioned to Do Good Work

Strategies
- Promote Yourself
- Get a Lawyer
- Set Your Terms
Method: Project Brief
                    How it works
                    1. Create a one-page overview of the
                       project
                    2. Include vision, functional
                       requirements, and design principles
                       or user goals
                    3. Setup a meeting to review and
                       “redline” with others

                    How it gets others involved
                    Puts the goals of a UX project in an
                    appealing summary and invites people
                    to think about what you’re trying to
                    accomplish

                    What questions it can answer
                    Do we all agree on the goals of what
                    we’re trying to accomplish?
Method: Have a Contract
                   How it works
                   1. Talk to a lawyer.
                   2. Have them write a good contract.

                   How it gets others involved
                   Well, this one’s not so much about
                   involving others as protecting yourself.
                   But that sets you up to do more work
                   with more people in the future.

                   What questions it can answer
                   How do I protect myself in my business.

                   For more information
                   F*ck You. Pay Me.
                   http://vimeo.com/22053820
Method: Share What You Know
                  How it works
                  1. Think about your work experience.
                     What are the topics that you have hte
                     most expertise and passion for?
                  2. Establish a practice of regularly writing
                     about them.
                  3. When you do, tweet it.
                  4. If you’re feeling bold, submit ideas to
                     conferences to share what you know
                     with others.

                  How it gets others involved
                  You share your knowledge with others an
                  invite them to see you as an expert in your
                  area.

                  What questions it can answer
                  Is there demand for this topic? What else
                  should I be learning about and sharing?
Caveat:
We are all figuring this out—together.
[Experiment] Methods
                            Working as a group, pick one team of
        How it works        one profile. Brainstorm 3 new methods
What it                     to help them deal with their common
 looks
                            challenges. Think about...
Tactics &
  like

How gets gies
Stritateothers involved     • Methods that address a common
✔                               problem
✔
✔
✔
                            •   Ways to adapt existing methods, but
                                take less time
What questions it answers   •   Methods that involve others and build
✔
✔                               buy-in
                            •   Methods that are self documenting
* The Plan *
Let’s put it all together.


Goals         +      Challenges   +    Methods


                                      Tactics &
                                      Strategies
                                       ✔
                                       ✔
                                       ✔
                                       ✔
                                       ✔
                                       ✔
[Experiment] Your Plan
Your Personalized Plan
                                                                                                                            Take 10 minutes
Within the next 18 months, what do I want to achieve?                                                                       to fill out your
                                                                                                                            personal plan.
                                                                                                                            Think about...
My basic strategy/approach is:                                 Three methods that will help me are:




                                                                                                                            • Ways to adapt
If I get everything I want from my plan, the impact will be:   If I get the bare minimum that I want, the impact will be:
                                                                                                                               your goals
                                                                                                                               without
Some reasonable objections that people might have are:         Two possible alternatives that I would be happy with if
                                                                                                                               compromising
                                                               things don't go quite as a I planned:

                                                                                                                               your values.
* Q&A *
Thanks!
Slides: http://www.slideshare.com/ugleah

Info: http://rosenfeldmedia.com/books/ux-team-of-one/

Me: leahbuley@gmail.com · @ugleah · www.ugleah.com

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Practice Building For The UX Team of One [UXLX]

  • 1. Building a Practice as a UX Team of One Leah Buley · May 11, 2011 · Lisbon Portugal
  • 2. The UX Team of One Philosophy 1. UX is good. 2. The world needs more of it. 3. You can make that happen.
  • 3. Our goal today: This workshop will guide you in making an 18-month plan for your UX practice, and help you identify specific tactics and strategies to get you there.
  • 4. Today... 9:00-9:45 Goals. What motivates you? What are you working towards? 9:45-10:30 Challenges. What obstacles might you encounter? 10:30-11:00 Break. Don’t you want coffee? I know I do. 11:00-12:00 Methods. Tactics and strategies for a variety of situations. 12:00-12:30 Plan. What are your next steps?
  • 5. Caveat: We are all figuring this out—together.
  • 6. How about you? What do you want to learn today?
  • 10. This is about... Strategies & Roadmaps World Domination
  • 11. [Experiment] Goals Write down 3 developments you want to see in your UX practice within 5 years. Think about... • Your role • Your team • Products you put into the world • Your success stories • Who your allies are • Education (yours and others) • Where you work • How you work • The culture you create & contribute to
  • 13. Hol di Ke a basic ng M e g Buildin nding of pin No y Gr gU ta Pr unders oun pW oc d es ith UX 17% Territory s Challenges the Disputes Ind 5% us Status try Quo Getting 5% permission t o do We Face Creative Is the work 13% olation 6% Communic ating/ selling idea No s 12% Strategy 7% Just Trying to Politics Do Good 7% Time Work 8% 12%
  • 14. Challenges We Face The usual human stuff Fear of A change Fight- rapidly Territory changing i-ness disputes industry Little strategy Plus the politics Lack of understanding/ support for UX But there’s too much to do. Not Foundation enough time. No permission to do user research / UX So you just try to do what you can Tactics Process Leah Buley |
  • 15. How change happens... “I’ve been working on earning the confidence of others to trust my judgment and apply my design / 'suggestions'. Prior to myself, the company had a UX team of zero. The confidence was gained over time as my input continually improved product development. It is/was a difficult path that has proved to be rewarding.”
  • 16. B Be up there, not down here.
  • 17. [Experiment] Challenges Write down all the challenges that are currently standing in the way of your ability to do good UX work. Think about... • Your role & responsibilities • Your team • Your company • Your strengths & weakneses • Prejudices and biases
  • 18. [Experiment] Challenges Now, working as a group, put all your stickies together, and create logical groupings. Think about... • What challenges naturally go together? • What challenges stem from the same problem?
  • 20. Types of The Crossover Teams of One: The Doer The Builder The Independent
  • 22. The Crossover Crossovers bring passion and fresh perspective. They’re helping to spread UX. Challenges - Permission to Focus - Getting in Touch with the User - Finding Ways to Do Good Design Strategies - Find Good Partners - Do DIY Research - Steal Inspiration Wherever You Can
  • 23. Method: Heuristic Markup How it works 1. Start at the beginning of the site or service 2. At each step, take screenshots or pictures 3. Write directly on the image what’s confusing How it gets others involved Creates a very visual document that you can send around to raise awareness of design issues Slide from presentation by MAYA Design http://www.maya.com/portfolio/carnegie-library What questions it can answer Basic awareness questions. What kinds of issues does UX address? What opportunities do we have for improvement?
  • 24. Method: 5-Second Test How it works 1. Show users a design for 5 seconds 2. Take it away 3. Ask them some questions about the design 4. See what they can remember How it gets others involved Invite team members to watch. Invite team members to participant. Best if you can get users involved too, of course. What questions it can answer Do we all agree on the goals of what we’re trying to accomplish? Where to learn more uie.com/articles/five_second_test fivesecondtest.com
  • 25. Method: Collect Examples How it works 1. Go to a site that collects good examples. (I like The Webbys). 2. Create screenshots of everything you think demonstrates the qualities your product should have. 3. Do a quick analysis on what design choices make it seem that way. 4. Send around the screenshots to others in your company, sharing your thoughts. How it gets others involved Turns critique into an open dialogue. Invites a culture of sharing ideas for how to improve the product. What questions it can answer What design principles and aesthetics can be a foundation for product changes.
  • 27. The Doer Doers make things happen. But they can be under-appreciated, and adrift in their organizations. Challenges - Building Consistent Support for UX - Communicating the Value of Design - Coming in Too Late in the Process Strategies - Connect Professionally - Focus on Relationships - Offer Your Services - Start Measuring ROI
  • 28. Method: UX Health Checkup How it works 1. Schedule a recurring meeting 2. Make a spreadsheet 3. Break the site into sections (e.g., search, registration, etc.) 4. For each section, choose relevant comparators 5. For each section, grade how good it needs to be vs. its comparators 6. For each section, grade how good IT IS vs. its comparators 7. As a group, discuss the gaps How it gets others involved Invites others to regularly assess how the site/service is doing What questions it can answer Where do we need to focus next? For more information http://www.slideshare.net/livlab/ux-health-check- phillychi
  • 29. Method: Product Definition Workshop How it works 1. Schedule a meeting 2. Everyone draws their vision for the design 3. Everyone talks about their design 4. Everyone throws away their drawings, and draws again 5. Everyone talks about what they drew 6. Repeat steps 4 and 5 7. Final designs should be closely aligned toward shared group goals How it gets others involved Everyone gets to share their vision for design, and has to listen to others What questions it can answer What are outlying ideas for the design vs. core shared expectations
  • 30. Method: Lunchtime UX How it works 1. Brainstorm a list of the people who you need to or would like to partner with. 2. Invite each one to a one-on-one lunch. 3. Ask your lunch date to talk about what their working on. Probe to understand their goals, challenges, etc. Ask about their frustrations or concerns. Listen more than you talk. 4. Save time to ask your lunchdate about their vision for the project or product. How it gets others involved It sets a precedent for positive working relationships, and gives your partners a chance to share their perspective outside of the context of formal meetings. What questions it can answer Where are there opportunities for UX to help. What are the reasons why it sometimes faces opposition.
  • 32. The Builder Builders have been doing UX work in their organizations for a while, and are starting to see real progress from it. Often, they’re on the verge of starting full-fledged UX teams. Challenges - Process - Politics - Relationship Management Strategies - Align With Business Goals - Strategic Planning - Pyramid Evangelism - Build a Case to Grow Your Team
  • 33. Method: Internal Survey How it works 1. Send around a survey to internal stakeholders 2. Ask them about their goals for the product, what parts need improvement, and their understanding of users How it gets others involved Invites others to share their expertise and vision for the site/service. Creates a starting point for further conversations (people will want to hear what you found) What questions it can answer How much support for change is there? What business goals do people expect the site/ service to serve?
  • 34. Method: Case Studies How it works 1. Create a one-sheet overview of a major project you did. 2. Include images of the outputs, and a brief write up of the goals, and what you’ accomplished. 3. Share with others, or simply keep the stories well memorized in your back pocket. How it gets others involved It makes it easier for you to explain the value that UX provides, so others can see it too. Can also be an opportunity to highlight the involvement of colleagues. What questions it can answer What are the results of UX work? Why might we want more of it?
  • 35. Method: Pre-Meetings How it works 1. Prior to an important meeting, list key participants. 2. Think about senior decision makers, people with informal influence, and the people most likely to have reservations 3. Set up a pre-meeting with each of them to preview the design work and invite their one-on-one feedback. 4. If the reviews go well, you're golden. If not, consider delaying the meeting. How it gets others involved It gives them time to think and ask questions. It also makes them feel special. What questions it can answer What concerns are there? Where does the support lie?
  • 37. The Independent Independents are lone guns – people who work for themselves, but contract with other organizations or groups to provide UX services. Independents are the literal teams of one. Challenges - Building Business - Contracting - Being Positioned to Do Good Work Strategies - Promote Yourself - Get a Lawyer - Set Your Terms
  • 38. Method: Project Brief How it works 1. Create a one-page overview of the project 2. Include vision, functional requirements, and design principles or user goals 3. Setup a meeting to review and “redline” with others How it gets others involved Puts the goals of a UX project in an appealing summary and invites people to think about what you’re trying to accomplish What questions it can answer Do we all agree on the goals of what we’re trying to accomplish?
  • 39. Method: Have a Contract How it works 1. Talk to a lawyer. 2. Have them write a good contract. How it gets others involved Well, this one’s not so much about involving others as protecting yourself. But that sets you up to do more work with more people in the future. What questions it can answer How do I protect myself in my business. For more information F*ck You. Pay Me. http://vimeo.com/22053820
  • 40. Method: Share What You Know How it works 1. Think about your work experience. What are the topics that you have hte most expertise and passion for? 2. Establish a practice of regularly writing about them. 3. When you do, tweet it. 4. If you’re feeling bold, submit ideas to conferences to share what you know with others. How it gets others involved You share your knowledge with others an invite them to see you as an expert in your area. What questions it can answer Is there demand for this topic? What else should I be learning about and sharing?
  • 41. Caveat: We are all figuring this out—together.
  • 42. [Experiment] Methods Working as a group, pick one team of How it works one profile. Brainstorm 3 new methods What it to help them deal with their common looks challenges. Think about... Tactics & like How gets gies Stritateothers involved • Methods that address a common ✔ problem ✔ ✔ ✔ • Ways to adapt existing methods, but take less time What questions it answers • Methods that involve others and build ✔ ✔ buy-in • Methods that are self documenting
  • 44. Let’s put it all together. Goals + Challenges + Methods Tactics & Strategies ✔ ✔ ✔ ✔ ✔ ✔
  • 45. [Experiment] Your Plan Your Personalized Plan Take 10 minutes Within the next 18 months, what do I want to achieve? to fill out your personal plan. Think about... My basic strategy/approach is: Three methods that will help me are: • Ways to adapt If I get everything I want from my plan, the impact will be: If I get the bare minimum that I want, the impact will be: your goals without Some reasonable objections that people might have are: Two possible alternatives that I would be happy with if compromising things don't go quite as a I planned: your values.