{"id":9344,"date":"2017-05-19T15:06:10","date_gmt":"2017-05-19T14:06:10","guid":{"rendered":"https:\/\/marvel7077.wpengine.com\/?p=9344"},"modified":"2020-12-21T07:06:43","modified_gmt":"2020-12-21T07:06:43","slug":"ux-facilitation-methods","status":"publish","type":"post","link":"https:\/\/shopjessicabuckley.com\/blog\/ux-facilitation-methods\/","title":{"rendered":"UX Facilitation Methods"},"content":{"rendered":"<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">In this post, I\u2019ll share some simple design and UX facilitation methods I use on the job in order to create definition, expedite the design process and create transparency with various stakeholders and team members on any given project.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">These design and UX facilitation methods are highly collaborative. I\u2019m a huge fan of collaboration design and facilitation because it\u2019s such a great way to include people in the process as well as integrate each person\u2019s unique perspective and knowledge on the subject matter at hand. If you\u2019re interested to hear more about Collaborative Design, check out these posts:<\/p>\n<ul class=\"pageWrap pageWrap--s list list--unordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li><a class=\"link link--blue fontWeight-4\"href=\"http:\/\/jesseddy.com\/blog\/2015\/05\/collaborative-design-not-just-for-ux\/\">Collaborative Design \u2013 Not Just for UX<\/a><\/li>\n<li><a class=\"link link--blue fontWeight-4\"href=\"http:\/\/jesseddy.com\/blog\/2015\/01\/fostering-a-collaborative-design-proces\/\">Fostering a Collaborative Design Process<\/a><\/li>\n<\/ul>\n<blockquote class=\"pageWrap pageWrap--s position-relative marginTopBottom-l breakPointM-marginTopBottom-xl\"><div class=\"blog-quote-before position-absolute bg-marvel\"><\/div><div class=\"tweet-quote blog-quote-after position-absolute bg-marvel cursor-pointer transitionDuration-l transitionProperty-all transitionTimingFunction-cv-easeOutCircular scaleUp--hover zi-weak\"><svg class=\"fill-white opacity-0 pointerEvents-none position-absolute pinCenter transitionProperty-all transitionTimingFunction-easeInOut\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"20\" viewBox=\"0 0 24 20\"><path d=\"M24,2.37a9.64,9.64,0,0,1-2.83.79A5,5,0,0,0,23.34.37a9.72,9.72,0,0,1-3.13,1.23A4.86,4.86,0,0,0,16.62,0a5,5,0,0,0-4.8,6.2A13.87,13.87,0,0,1,1.67.92,5.13,5.13,0,0,0,3.19,7.67,4.81,4.81,0,0,1,1,7a5,5,0,0,0,3.95,5,4.82,4.82,0,0,1-2.22.09,4.94,4.94,0,0,0,4.6,3.51A9.72,9.72,0,0,1,0,17.73,13.69,13.69,0,0,0,7.55,20c9.14,0,14.31-7.92,14-15A10.17,10.17,0,0,0,24,2.37Z\"\/><\/svg><\/div><p class=\"blog-quote position-relative textAlign-center c-marvel\"><span class=\"blog-quote-text transitionDuration-l transitionProperty-all transitionTimingFunction-easeInOut\">\u201cIf everyone is moving forward together, then success takes care of itself.\u201d \u2014 Henry\u00a0Ford<\/p><\/span><\/blockquote>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">Design UX Facilitation Methods, Here We Go\u2026<\/h2>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">1. Business Assumptions Exercise<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Over the years I\u2019ve had many people come to me with just a product idea in mind and nothing else. In order to ground their idea in a more concrete way and also as an easy way to transfer knowledge, we\u2019ll do the Business Assumptions Exercise. This is a great way to see if they have thought through some of the major components of the business such as:<\/p>\n<ul class=\"pageWrap pageWrap--s list list--unordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li>The customer pain points<\/li>\n<li>The solution being offered<\/li>\n<li>Who the customer(s) is<\/li>\n<li>Customer acquisition channels<\/li>\n<li>The business model<\/li>\n<li>Competitors and the current market<\/li>\n<li>Product risks and business assumptions<\/li>\n<\/ul>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">This may look like a lot of ground to cover and there are other, more extensive ways of getting to similar conclusions such as the <a class=\"link link--blue fontWeight-4\"href=\"https:\/\/strategyzer.com\/canvas\/business-model-canvas\">Business Model Canvas<\/a>. However, this exercise is meant to be very lightweight. It\u2019s simply a <a class=\"link link--blue fontWeight-4\"href=\"https:\/\/jesseddy.typeform.com\/to\/yolAmg\">12 question survey<\/a>. It\u2019s fascinating to see the results come in and if there are multiple people, it\u2019s super interesting to see how they all answer \u2014 assuming they haven\u2019t solidified their answers together.<\/p>\n<blockquote class=\"pageWrap pageWrap--s position-relative marginTopBottom-l breakPointM-marginTopBottom-xl\"><div class=\"blog-quote-before position-absolute bg-marvel\"><\/div><div class=\"tweet-quote blog-quote-after position-absolute bg-marvel cursor-pointer transitionDuration-l transitionProperty-all transitionTimingFunction-cv-easeOutCircular scaleUp--hover zi-weak\"><svg class=\"fill-white opacity-0 pointerEvents-none position-absolute pinCenter transitionProperty-all transitionTimingFunction-easeInOut\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"20\" viewBox=\"0 0 24 20\"><path d=\"M24,2.37a9.64,9.64,0,0,1-2.83.79A5,5,0,0,0,23.34.37a9.72,9.72,0,0,1-3.13,1.23A4.86,4.86,0,0,0,16.62,0a5,5,0,0,0-4.8,6.2A13.87,13.87,0,0,1,1.67.92,5.13,5.13,0,0,0,3.19,7.67,4.81,4.81,0,0,1,1,7a5,5,0,0,0,3.95,5,4.82,4.82,0,0,1-2.22.09,4.94,4.94,0,0,0,4.6,3.51A9.72,9.72,0,0,1,0,17.73,13.69,13.69,0,0,0,7.55,20c9.14,0,14.31-7.92,14-15A10.17,10.17,0,0,0,24,2.37Z\"\/><\/svg><\/div><p class=\"blog-quote position-relative textAlign-center c-marvel\"><span class=\"blog-quote-text transitionDuration-l transitionProperty-all transitionTimingFunction-easeInOut\">\"It ain\u2019t what you don\u2019t know that gets you into trouble. It\u2019s what you know for sure that just ain\u2019t so.\"<\/p><\/span><\/blockquote>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><em>(Quote: Mark Twain)<\/em><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">This exercise will also give you a starting point for understanding what you need to validate moving forward. In the context of product creation and development, a big part of a UXD\u2019s job is to mitigate risk to market by understanding product assumptions and using <a class=\"link link--blue fontWeight-4\"href=\"https:\/\/shopjessicabuckley.com\/blog\/ux-facilitation-methods\/\">UX methodologies<\/a> to test them.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1biZeXvaY9t7FQIdcaB-8gA.png\" title=\"\" alt=\"\" \/><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">2. Persona Development<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Personas are the cornerstone of any UXD project. Creating and designing solutions for the user can only be done if we know who they are, what their pain points are and some idea on how to solve for those pain points. My approach to persona development uses a combination of working with company stakeholders to identify persona types and develop a solid first draft; then build on those personas by talking to real people. I start with a simple 4-up persona.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><a class=\"link link--blue fontWeight-4\"href=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1ArTdZtk0sQW5d9Dh1kwv1A.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1ArTdZtk0sQW5d9Dh1kwv1A.png\" title=\"\" alt=\"\" \/><\/a><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">A 4-up Persona. It has four main areas:<\/p>\n<ul class=\"pageWrap pageWrap--s list list--unordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li>Memorable sketch and name<\/li>\n<li>Their situation and environment<\/li>\n<li>Their pain points<\/li>\n<li>What they need (that we can provide)<\/li>\n<\/ul>\n<div id=\"attachment_6580\" style=\"width: 2010px\" class=\"wp-caption aligncenter\"><a class=\"link link--blue fontWeight-4\"href=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1Br4avnMr1Y3neWsJiQNOhg.png\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-6580\" class=\"wp-image-6580 size-full\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1Br4avnMr1Y3neWsJiQNOhg.png\" alt=\"A basic 4-up persona template.\" width=\"2000\" height=\"1500\" \/><\/a><p id=\"caption-attachment-6580\" class=\"wp-caption-text\">A basic 4-up persona template.<\/p><\/div>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">I use a Persona 4up because like the Business Assumptions exercise, it\u2019s very lightweight and produces results immediately. It\u2019s a great starting point in order to build out more extensive personas and a great way to engage with your client or project stakeholders. My method for producing these with the client is to simply share a screen and fill in the boxes together or do the exercise on paper. When complete I\u2019ll use this information to higher fidelity and more informational personas.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1ymw7lsnZy-39dwCafFk85g.png\" title=\"\" alt=\"\" \/><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">3. Collaboration Design Sketching (a.k.a. \u201cDesign Studio)<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Oh, my favorite! This one is just magical; it produces great results every time. Design Studio is an exercise where key stakeholders of different roles and or backgrounds are engaged to take part in a focused and time-based sketching exercise.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">The benefit of Design Studio is the ability to diverge by sketching many design solutions, then converge by honing in on ones that work well and that the group has identified as valuable and interesting.<\/p>\n<div id='gallery-1' class='gallery galleryid-9344 gallery-columns-1 gallery-size-full'><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/shopjessicabuckley.com\/wp-content\/uploads\/2017\/05\/1SZ5bWaLgO2LnljHpDbT2Hw.png'><img loading=\"lazy\" decoding=\"async\" width=\"2000\" height=\"1500\" src=\"https:\/\/shopjessicabuckley.com\/wp-content\/uploads\/2017\/05\/1SZ5bWaLgO2LnljHpDbT2Hw.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/shopjessicabuckley.com\/wp-content\/uploads\/2017\/05\/1SZ5bWaLgO2LnljHpDbT2Hw.png 2000w, https:\/\/shopjessicabuckley.com\/wp-content\/uploads\/2017\/05\/1SZ5bWaLgO2LnljHpDbT2Hw-600x450.png 600w, https:\/\/shopjessicabuckley.com\/wp-content\/uploads\/2017\/05\/1SZ5bWaLgO2LnljHpDbT2Hw-768x576.png 768w, https:\/\/shopjessicabuckley.com\/wp-content\/uploads\/2017\/05\/1SZ5bWaLgO2LnljHpDbT2Hw-1500x1125.png 1500w\" sizes=\"auto, (max-width: 2000px) 100vw, 2000px\" \/><\/a>\n\t\t\t<\/dt><\/dl><br style=\"clear: both\" \/>\n\t\t<\/div>\n\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">In my experience, Design Studio works best with no more than five people. Although you can run the exercise with more than five it just becomes a bit time consuming as the format includes time for discussion and feedback after each time-based sketching round.<\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">Design Studio Format \u2014 High-Level<\/h3>\n<ol class=\"pageWrap pageWrap--s list list--ordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li>A focused goal for the exercise<br \/>\n<em>(i.e. a checkout page for an eCommerce site)<\/em><\/li>\n<li>Three rounds (or roughly as many as you need, give or take \u2014 to reach an outcome) of time-based sketching.<\/li>\n<li>You\u2019ll need paper, markers and a timer.<\/li>\n<\/ol>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">Design Studio Format \u2014 Detailed<\/h3>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">ROUND #1<\/h3>\n<ol class=\"pageWrap pageWrap--s list list--ordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li>Five minutes of solo, quiet sketching based on the defined goal.<\/li>\n<li>Focus on quantity, not quality, i.e. sketch as many ideas as you can, do not worry about if they are good or not.<\/li>\n<li>When the time is up, each person has a couple minutes to <a class=\"link link--blue fontWeight-4\"href=\"https:\/\/shopjessicabuckley.com\/blog\/pitch-present-ideas-using-prototypes-clients-stakeholders\/\">present their ideas<\/a> and the group has a couple minutes for feedback. Time spent here is important as it adds to the overall time of the exercise. For example, for a group of five, round one can take 20 minutes easily.<\/li>\n<li>The group is encouraged to put a green checkmark next to ideas they think work very well so they can be referenced later.<\/li>\n<\/ol>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">ROUND #2<\/h3>\n<ol class=\"pageWrap pageWrap--s list list--ordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li>Same as round #1 except each participant is encouraged to steal one idea that they liked from another participant and fold it into their sketches.<\/li>\n<li>The focus becomes more about quality than quantity.<\/li>\n<\/ol>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">ROUND #3<\/h3>\n<ol class=\"pageWrap pageWrap--s list list--ordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li>Same as previous rounds except the third round is hypothetically the last round and participants are encouraged to focus on one sketch only that encompasses their best thinking as well as the best thinking from the group that they\u2019d like to incorporate.<\/li>\n<\/ol>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1bgESD0mUfzgx-tlQ3x82YA.png\" title=\"\" alt=\"\" \/><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">4. 20 Second Gut\u00a0Test<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">The 20 Second Gut Test is a great way to establish early aesthetic preferences in visual design for project. It\u2019s tempting to think that this sort of thing can\u2019t be done so early on before a lick of design work has been produced, but this activity makes it possible.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">When designing interfaces for software I follow a pretty similar design process that consists of collaborative design (pen sketching) \u2014 which are used to create high-fidelity wireframes (the heavy lifting)\u2014 which are finished with visual design (the look and feel). Having a clearly established visual aesthetic that the group of stakeholders has validated, makes the last step of visual design so much easier.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><a class=\"link link--blue fontWeight-4\"href=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1UF_YoMFP2k01D97UWhpPzA.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1UF_YoMFP2k01D97UWhpPzA.png\" title=\"\" alt=\"\" \/><\/a><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">How it\u00a0Works<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">As a design facilitator you gather 10\u201320 UI examples that have varying styles of visual design. You show each one individually for 20 seconds (Keynote, Powerpoint, etc.). Participants use that time to examine each and rank it with a simple scoring method of 5 being the highest and 1 being the lowest, i.e. \u2014 their gut reaction (more than 20 seconds leads to overthinking). At the end you tally up the scores and share the results with the group. It\u2019s not only great for creating definition, but it\u2019s also really exciting for the group to see the results come together in real-time.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><em>For more detailed information on this exercise, <\/em><a class=\"link link--blue fontWeight-4\"href=\"http:\/\/goodkickoffmeetings.com\/2010\/04\/the-20-second-gut-test\/\"><em>see here<\/em><\/a><em>.<\/em><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1pfISHOXcpUrpgmjq4gmSWQ.png\" title=\"\" alt=\"\" \/><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">5. Design Pattern\u00a0Review<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">When working closely with a client or group of stakeholders, it\u2019s really important that you\u2019re all speaking the same language. As many UXD practitioners will tell you, educating the client is something you spend time doing. Since user experience is so collaborative and the client is an active part of the process and journey, it\u2019s imperative that everyone can effectively communicate.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><a class=\"link link--blue fontWeight-4\"href=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1MPpnmh5Y3drB9FKlx-6LzQ.gif\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1MPpnmh5Y3drB9FKlx-6LzQ.gif\" title=\"\" alt=\"\" \/><\/a><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Design patterns \u2014 or universal design conventions are helpful because they quickly convey function and intent to the user. Through using sites, apps and software, we have all learned that similar things such as checkout pages, news feeds and messaging screens \u2014 although in in different apps or sites, behave in very similar ways. It\u2019s useful to leverage this knowledge when working on a design project as reinventing the wheel rarely makes sense.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">However, the first step is to have a deep understanding of the design pattern(s) you\u2019re working with as well as cast a wide net to see the different ways in which a similar design pattern can be executed. As the UXD you may already know this, but your stakeholders don\u2019t.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">The GIF above shows a bunch of \u201clist\u201d (or feed) design patterns. Reviewing design pattern(s) with your client is a great way to educate them and start the conversation around design before actually starting the design process. They will start to understand common UI terminology and with this in place, you can have better conversations.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">This is a pretty unstructured exercise. I usually tack up a bunch of examples on the wall and walk through each of them, educating and collecting feedback as I go.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1EkTpu5QsQe4ZCHMgYlqOBA.png\" title=\"\" alt=\"\" \/><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">6. Establishing Business Goals &amp; User Goals<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">This is such a good one! This exercise truly helps cuts to the chase when getting clients and stakeholders to articulate real goals of the business and the users. Business and user goals <em>(which are always different from one another)<\/em> are at the heart of any UXD project; it\u2019s why we are doing the work; they are problems we are solving for. It\u2019s important they are clearly articulated as they drive much of the early decision making and overall product design and strategy. Let\u2019s take a look at some examples:<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Based on a competitive analysis of many e-commerce product detail pages, here are some user and business goals for a product detail\u00a0page.<\/strong><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><em>\u2192 User Goals \u2190<\/em><\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">PRIMARY USER GOAL<\/h3>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><span class=\"long-quote\">I want to learn more about this product\u2019s design, features and specifications to determine whether it fits my budget, needs and preferences.<\/span><\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">SECONDARY USER GOAL<\/h3>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><span class=\"long-quote\">I want to purchase this product.<\/span><\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">WHAT IS *NOT* A USER GOAL<\/h3>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><span class=\"long-quote\">I want a Webpage that\u2019s easy to use (good user experience).<\/span><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><em>\u2192 Business Goals \u2190<\/em><\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">PRIMARY BUSINESS GOAL<\/h3>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><span class=\"long-quote\">We want to increase the ratio of add-to-carts to page views for the product detail page to x%.<\/span><\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">SECONDARY BUSINESS GOAL<\/h3>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><span class=\"long-quote\">We want to increase cross-sells to y% of total add-to-carts.<\/span><\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">WHAT IS *NOT* A BUSINESS GOAL<\/h3>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><span class=\"long-quote\">We want the Website to make more money.<\/span><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Goals can be extremely vague (thereby unusable) if not done correctly, which is why the UX facilitation and guidance is so important. You can take this one step further and attach S.M.A.R.T. criteria to each goal.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><a class=\"link link--blue fontWeight-4\"href=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1m1Ca5vHPKPkLHwPs7wnxVg.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6580\" src=\"https:\/\/marvel7077.wpengine.com\/wp-content\/uploads\/2017\/05\/1m1Ca5vHPKPkLHwPs7wnxVg.png\" title=\"\" alt=\"\" \/><\/a><\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">SMART<\/strong> is a mnemonic acronym and used as a guide to setting objectives. It forces you to really think about how the goal can be tracked and achieved, making it real (not vague).<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Specific<br \/>\n<\/strong>Target a specific area for improvement.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Measurable<br \/>\n<\/strong>Quantify or at least suggest an indicator of progress.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Assignable<br \/>\n<\/strong>specify who will do it.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Realistic<br \/>\n<\/strong>State what results can realistically be achieved, given available resources.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><strong class=\"c-slate lineHeight-l fontSize-l fontWeight-5 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">Time-related<br \/>\n<\/strong>Specify when the result(s) can be achieved.<\/p>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\"><em>There are heaps of <\/em><a class=\"link link--blue fontWeight-4\"href=\"https:\/\/www.google.com.au\/search?q=smart+guide+goals&amp;source=lnms&amp;tbm=isch&amp;sa=X&amp;ved=0ahUKEwihw8jvp7fRAhVHF5QKHejcDO4Q_AUICCgB&amp;biw=1272&amp;bih=676#tbm=isch&amp;q=smart+goals+examples\"><em>templates and examples<\/em><\/a><em> you can reference to learn more.<\/em><\/p>\n<h2 class=\"pageWrap pageWrap--s marginTop-xl marginBottom-l c-black lineHeight-xl fontSize-xl fontWeight-5 breakPointM-lineHeight-xxl breakPointM-fontSize-xxl\" style=\"margin-left: auto; margin-right: auto;\">In Summary<\/h2>\n<p class=\"pageWrap pageWrap--s marginBottom-m paddingBottom-s c-slate lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">These are just some of the design and UX facilitation methods I use in the early stages of a design project. There are many more - <a class=\"link link--blue fontWeight-4\"href=\"https:\/\/www.atlassian.com\/team-playbook\/plays\">Atlassian\u2019s playbook<\/a> is worth checking out but these are a few that I\u2019ve found highly valuable and rewarding. Any questions, please ask!<\/p>\n<h3 class=\"pageWrap pageWrap--s marginTop-l marginBottom-m c-black lineHeight-xl fontSize-xl fontWeight-5\">Further reading:<\/h3>\n<ul class=\"pageWrap pageWrap--s list list--unordered marginBottom-l lineHeight-l fontSize-l fontWeight-3 breakPointM-fontSize-xl breakPointM-lineHeight-xl\">\n<li class=\"LinkSuggestion__LinkSuggestionWrapper-sc-1mdih4x-0 bRwwZe\"><a class=\"link link--blue fontWeight-4\"class=\"LinkSuggestion__Link-sc-1mdih4x-2 dcwLhi\" href=\"https:\/\/shopjessicabuckley.com\/blog\/the-myth-of-the-design-studio-turned-product-company\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Myth of the Design Studio Turned Product Company<\/a><\/li>\n<li class=\"LinkSuggestion__LinkSuggestionWrapper-sc-1mdih4x-0 bRwwZe\"><a class=\"link link--blue fontWeight-4\"class=\"LinkSuggestion__Link-sc-1mdih4x-2 dcwLhi\" href=\"https:\/\/shopjessicabuckley.com\/blog\/sketching-techniques-improve-design-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sketching techniques to add to your design process<\/a><\/li>\n<li class=\"LinkSuggestion__LinkSuggestionWrapper-sc-1mdih4x-0 bRwwZe\"><a class=\"link link--blue fontWeight-4\"class=\"LinkSuggestion__Link-sc-1mdih4x-2 dcwLhi\" href=\"https:\/\/shopjessicabuckley.com\/blog\/35-great-ios-ui-kits\/\" target=\"_blank\" rel=\"noopener noreferrer\">35 Great iOS UI Kits<\/a><\/li>\n<li class=\"LinkSuggestion__LinkSuggestionWrapper-sc-1mdih4x-0 bRwwZe\"><a class=\"link link--blue fontWeight-4\"class=\"LinkSuggestion__Link-sc-1mdih4x-2 dcwLhi\" href=\"https:\/\/shopjessicabuckley.com\/blog\/mash-benefit-pm-design-thinking-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to Mash-Up and Benefit from PM and the Design Thinking Process<\/a><\/li>\n<li class=\"LinkSuggestion__LinkSuggestionWrapper-sc-1mdih4x-0 bRwwZe\"><a class=\"link link--blue fontWeight-4\"class=\"LinkSuggestion__Link-sc-1mdih4x-2 dcwLhi\" href=\"https:\/\/shopjessicabuckley.com\/blog\/can-master-design-must-first-master-fundamentals\/\" target=\"_blank\" rel=\"noopener noreferrer\">Before You Can Master Design, You Must First Master the Fundamentals<\/a><\/li>\n<li><a class=\"link link--blue fontWeight-4\"class=\"LinkSuggestion__Link-sc-1mdih4x-2 dcwLhi\" href=\"https:\/\/shopjessicabuckley.com\/blog\/ux-deliverables\/\" target=\"_blank\" rel=\"noopener noreferrer\">UX Design Deliverables<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this post, I\u2019ll share some simple design and UX facilitation methods I use on the job in order to create definition, expedite the design process and create transparency with various stakeholders and team members on any given project. These design and UX facilitation methods are highly collaborative. I\u2019m a huge fan of collaboration design and facilitation because it\u2019s such&#8230; <a class=\"link link--blue fontWeight-4\" href=\"https:\/\/shopjessicabuckley.com\/blog\/ux-facilitation-methods\/\">Read More &#65515;<\/a><\/p>\n","protected":false},"author":135,"featured_media":9347,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[500],"tags":[],"class_list":["post-9344","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-process"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"In this post, I\u2019ll share some simple design and UX facilitation methods I use on the job in order to create definition, expedite the design process and create transparency with various stakeholders and team members on any given project.\" 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