ux seasoned approach to designing

8/13/2019 UX Seasoned Approach to Designing

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Lean UX: A seasoned approach to designing in Agileor How To Get Out of the Deliverables Business

UX ImmersionPortland, OR

April 23rd, 2012

How big is your UX team?

#LeanUX | @jboogie

UX Immersion Conference, April 2012"

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How long have you beenpracticing Agile?

#LeanUX | @jboogie

Hows that been working out for you?

#LeanUX | @jboogie


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Part I:What is Lean UX?

#LeanUX | @jboogie

What is Agile softwaredevelopment?

#LeanUX | @jboogie


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[slide about history of Agile find apic of the signatories if possible]

#LeanUX | @jboogie

http://blog.benmorris.net/the-agile-manifesto-signatory-list-looks-like

Individuals and interactions overprocesses and tools

Working software overcomprehensive documentation

Customer collaboration overcontract negotiation

Responding to change overfollowing a plan

#LeanUX | @jboogie


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User Experience & Design was neverfactored in during Agiles inception.

#LeanUX | @jboogie

Exercise 1:On small sticky pads, write down all the deliverables

you create for each project you work on.

#LeanUX | @jboogie


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Exercise 1:Give each deliverable a ranking of 1-4 based on how

valuable it is to the project.

(1 is most valuable)

#LeanUX | @jboogie

Exercise 1:Put your stickies on the wall in the order you create/need them.

Compare your documents/rankings with the otherpeople at your table.

#LeanUX | @jboogie


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Exercise 1: Discussion

How much overlap is there between differentcompanies?

When comparing your documents to the Agilemanifesto, which ones fit into the Agile philosophy?

#LeanUX | @jboogie

Individuals and interactions overprocesses and tools

Working software overcomprehensive documentation

Customer collaboration overcontract negotiation

Responding to change overfollowing a plan

#LeanUX | @jboogie


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What is Lean?

#LeanUX | @jboogie

#LeanUX | @jboogie

http://www.1tech.eu/clients/casestudy_toyota3


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#LeanUX | @jboogie

#LeanUX | @jboogie

Lean StartupThe Lean Startup has as a premise that every startup is a grandexperimentthat attempts to answer a question. The question isnot "Can this product be built?"

Instead, the questions are "Should this product be built?"and"Can we build a sustainable business around this set of productsand services?"

This experiment is more than just theoretical inquiry;it is a first

product.


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Lean Startup techniques start to sound a lotlike UX techniques when you dig a little bit.

#LeanUX | @jboogie

with these two crucial additions

#LeanUX | @jboogie

REDUCE WASTE

DONT BUILD THINGS PEOPLE DONT WANT


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#LeanUX | @jboogie

These are philosophies, notmethodologies.

Lean UXInspired by Lean Startup and Agile development theories, its thepractice of bringing the true nature of design work to light faster,with less emphasis on deliverables and greater focus on theactual experience being designed.

#LeanUX | @jboogie

Lean UX is one solution to the Agile UX problem.


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It goes a little something like thisDo this. Quickly. Many times.

Concept PrototypeValidateInternally TestExternally Learnfrom user

behaviorIterate

Just the UX process

#LeanUX | @jboogie

#LeanUX | @jboogie

Go that way. Really fast. If something gets in your way, turn.

-Charles DeMar (Curtis Armstrong) to Lane Myer (John Cusack) in Better Off

Dead


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http://www.freakingnews.com/Bottle-Neck-Pics-36343.asp

In fast-paced Agile environments, traditional UX is abottleneckWere getting in our own way

#LeanUX | @jboogie

With interactive experiences evolving rapidlyThe traditional design deliverable is an inefficient obstacle

#LeanUX | @jboogie


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You have to change perspective on how to do UXAgile requires a new way of looking at our processes

#LeanUX | @jboogie

http://offroadinghome.blogspot.com/2011/04/geo-tography-forced-perspective.html

Designers cant hide behind their monitor any more!This is a designer-led initiative

http://www.flickr.com/photos/yamagatacamille/4799648425/sizes/l/#LeanUX | @jboogie


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Get design work out there. Fast.In public. Yep, where others can see it.

#LeanUX | @jboogie

This is the goalMoving towards parallel pathing development and design.

http://www.greatoutdoors.com/files/imagecache/display/files/images/articles/Wong%20leading%20a%20Powder%208%20win%20%20photo-


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OK. Im intrigued. But how does it really work?First 5 things you need to do

#LeanUX | @jboogie

Solve the problem togetherAs opposed to implementing someone elses solution

#LeanUX | @jboogie

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SketchingIts all the rage!

#LeanUX | @jboogie

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Example of sketching at workV1 of the UI

#LeanUX | @jboogie

2


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Sketching brings experiences to life fasterLaunched UI

http://www.flickr.com/photos/mims/326748812/sizes/l/#LeanUX | @jboogie

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Get the experience out there, not the documentValidate your hypotheses

#LeanUX | @jboogie

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http://www.macdavidpro.com/wp-content/uploads/2010/02/4355664150_68b8aa58a9_o-600x337.jpg


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Pair up!But do it, cross-functionally

#LeanUX | @jboogie

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http://photofind.com/featured-photo/20-uncomfortable-moments-in-sports

Pairing saves timeBuilds a common language

#LeanUX | @jboogie

http://hoveringartdirectors.tumblr.com/page/2

4


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Pairing sets designers free, manand empowers developers!

#LeanUX | @jboogie

http://www.clydekellerphotos.com/images/AP_Kesey_HippiesDancing_GALLERY_CGW.jpg

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Style guides!The cause of, and solution to, all your UX problems

#LeanUX | @jboogie

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Theyre good for developers too!Creates a reusable asset library and point from which to start

#LeanUX | @jboogie

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More specifically, Lean UX is

#LeanUX | @jboogie


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CritiqueEarly and often on designs that dont feel finished

#LeanUX | @jboogie

From Design Criticism and the Creative Processby Cassie McDaniel on A List Apart, 11 Jan, 2011.

http://www.alistapart.com/articles/design-criticism-creative-process/#LeanUX | @jboogie

Designers shouldnt be expected to get it right the first timeNobody else has to


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Control

Designers still facilitate the design process

#LeanUX | @jboogie

Its not The Spec that gives controlLead with conversation, trail with documentation

http://talkingtraffic.org/wp-content/images/stack_documents.jpg#LeanUX | @jboogie


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MomentumEveryones engaged. Everyones motivated.

#LeanUX | @jboogie

Keep everybody moving forwardDevelopers, stakeholders, designers and team.

http://www.flickr.com/photos/37541410@N03/3901861703/sizes/l/ #LeanUX | @jboogie


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QualityNo compromises

#LeanUX | @jboogie

Speed first. Aesthetics second. Jason Fried, 37Signals.com

#LeanUX | @jboogie


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Going for the bronze. A Creative Director I used to work with

#LeanUX | @jboogie

What about the quality of the design?Iterations mean quality continually improves.

http://stockthemind.files.wordpress.com/2008/04/project-cartoon.jpg#LeanUX | @jboogie


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Is it viable?Yes, but does anybody actually want it?

Minimally viable Minimally desirable

Feasibility

Make sure it can be built (and built well)

#LeanUX | @jboogie


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Prototype it!But not all of it.

hthttp://3.bp.blogspot.com/_mQ4dc8irsc0/S_TZkx7B_3I/AAAAAAAAAM0/lwh7NTbtKMo/s1600/PopGlider+assembled+2.jpgtp://#LeanUX | @jboogie

Once validated, demo to the team.Presto! Instant documentation.

http://www.flickr.com/photos/koolwaaij/152426460/sizes/o/

No additional deliverables are needed!

#LeanUX | @jboogie


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Customer validationYour design is a hypothesis

#LeanUX | @jboogie

Validate your hypothesis with customersKeep it light and cheap.

http://www.flickr.com/photos/forakerdesign/3657336793/sizes/l/#LeanUX | @jboogie


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Use data to settle subjective issuesA/B testing can settle these Pepsi challenges

http://2.bp.blogspot.com/__3p5_gzemps/TLpuaIolhlI/AAAAAAAAA-o/smDfmM8xqQM/s1600/Coke-vs-Pepsi.jpg#LeanUX | @jboogie

Fill in the gapsBuild a shared understanding

#LeanUX | @jboogie


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The more you talk about itThe easier it is for the team to put the pieces together (and find missing ones)

http://www.flickr.com/photos/adysmiles/4822749055/sizes/l/#LeanUX | @jboogie

Form factor is ultimately irrelevantThere are many ways to validate hypotheses


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Whether its software or hardware, how lean can you go?There are many ways to validate hypotheses

Informal and quick is better than.Delayed feedback loops


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Informal and quick is better than.Delayed feedback loops

What Lean UX is NOT

#LeanUX | @jboogie


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Lazy.Sorry. You still have to work hard.

http://www.steadyburn.net/wp-content/uploads/2008/12/lazy-cat5.jpg

the best part is that the team is doing

a F@&K-TON of UX. They document a ton

of stuff explicitly on the walls and implicitly

in shared understanding among team

members.

-Austin Govellacommenting on Whitney Hesss Why I Detest the Term Lean UX

http://whitneyhess.com/blog/2011/02/27/why-i-detest-the-term-lean-ux/

#LeanUX | @jboogie

The only thing being removed is waste.Leave the toolbox intact. Use the tools as necessary.



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This is NOT design-by-committee!That never leads to anything pretty.


Can I make this happen in my organization?Short answer: Yes. Long answer: Yessssssssss!

#LeanUX | @jboogie


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Youre an in-house designerStart small and internal. Ask for forgiveness.

http://sarah.theworkexperiment.com/wp-content/uploads/2011/07/think-big-start-small1.jpg#LeanUX | @jboogie

You are in the problem-solving businessand you dont solveproblems with design documentation.

You solve them with elegant, efficient and sophisticated software.

#LeanUX | @jboogie


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StartupsThis is the only way to work

http://militarytobusiness.blogspot.com/2010/12/start-ups-at-hbs.html#LeanUX | @jboogie

Distributed teams do it remotely!If theyre a part of you, its on! If not, it aint bloody likely.

http://farm3.static.flickr.com/2361/2076450897_be1b8ace7c.jpg#LeanUX | @jboogie


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Is this good for every project?Use it where it makes sense.

http://www.krackblog.com/wp-content/uploads/2010/05/david_hasselhoff_gary_coleman-e1275077640952.jpg#LeanUX | @jboogie

Functional, task-flow projects work well.Theres a clear end goal.

#LeanUX | @jboogie


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Highly experiential marketing projects will struggle.Time to ideate and create options is essential.

#LeanUX | @jboogie

What about content heavy experiences?Some up front planning is necessary.

#LeanUX | @jboogie


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Designers are used to being heroes.Lean UX is distinctly, anti-hero.

http://www.abegoodman.com/Images/greatest-american-hero.jpg#LeanUX | @jboogie

#LeanUX | @jboogie

This is Design Thinking brought to a broader audience.

Which creates empathy for:- The customer- The problem space- The design discipline


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Q&AWhats on your mind?

#LeanUX | @jboogie

Exercise 1 (cont):How lean can you go?

#LeanUX | @jboogie


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Exercise 1 (cont): Discussion

Lean UX facilitates conversation and surfacesmisunderstandings quickly.

If this was the case in your organization, which ofyour documents becomes unnecessary?

#LeanUX | @jboogie

{BREAK}


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Part Deux:UX in Iterations

#LeanUX | @jboogie

Todays project:Jobs R Us

Closing the communication gap

#LeanUX | @jboogie


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Synopsis:Jobs R Us is an online job board servicing the toyindustry. It functions much like a conventional job

board. Specifically, it allows hiring managers andrecruiters to send messages to candidates via thesite and for candidates to respond back.

Currently, job seeker response rate is at an abysmal14%.

Your team has been tasked with remedying thissituation.

#LeanUX | @jboogie

Exercise 2:What do you need to know to get started?

#LeanUX | @jboogie


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Exercise 2:As a team, create a list of activities that need tohappen before you can get started on this project.

#LeanUX | @jboogie

Wait!

Exercise 2:As a team, create a list of activities that need tohappen to start this project.

#LeanUX | @jboogie


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Exercise 2:Provide a time estimate for each activity.

(Assume 5 developers, 1 product manager, 2 UXpeople)

#LeanUX | @jboogie

Exercise 2:Add up all the time for each team.

What are your activities?How long will they take?

#LeanUX | @jboogie


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The mechanics of ScrumAnd how UX fits in

http://1.bp.blogspot.com/_FfetiF7C9vo/SEeOU0ew8KI/AAAAAAAAILU/CE_tq46wDYM/S600/Washington+DC+auto+mechanic,+1942.JPG#LeanUX | @jboogie

First, some definitionsEveryone loves definitions!

#LeanUX | @jboogie

ScrumAn agile methodology promoting timeboxed cycles,team self-organization and high teamaccountability.


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#LeanUX | @jboogie

User StoryThe smallest unit of work expressed as a benefit tothe end-user.


#LeanUX | @jboogie

BacklogA prioritized list of user stories.


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#LeanUX | @jboogie

SprintA single team cycle.*

*The goal of each sprint is to deliver workingsoftware.


#LeanUX | @jboogie

Stand-upA daily, short team meeting where each memberaddresses the days challenges.


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#LeanUX | @jboogie

RetrospectiveA meeting at the end of each sprint that takes anhonest look at what went well, what went poorly andhow the team will try to improve process in the nextsprint.


#LeanUX | @jboogie

Iteration Planning Meeting*A meeting at the beginning of each sprint where theteam plans what theyll be doing during theupcoming sprint.

*sometimes this meeting includes estimation andstory gathering


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Sprint Zero/Staggered sprints are not the answerThats just miniaturized waterfall development

#LeanUX | @jboogie

Scrum is rhythmicCadences provide a framework and predictability

#LeanUX | @jboogie

2 week sprint 2 week sprint 2 week sprint

Theme

Iteration planning meeting

UX Sketching/Ideation

Testing: usability/value


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Every design is a hypothesisDont design things people dont want

#LeanUX | @jboogie

http://deggan.blogspot.com/2011/01/three-giant-paper-airplanes-and.html

Exercise 2 (cont):Take a look at your list of project documents/activities.

How can we use Lean UX tactics to make them workin an Agile framework?

#LeanUX | @jboogie


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PrioritiztionYou must be involved

#LeanUX | @jboogie

What artifacts need to be created?What have you created?

#LeanUX | @jboogie

www.giffconstable.com


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Working with developersDesign is a team sport.

#LeanUX | @jboogie

Working with management/biz ownersManage up and out

#LeanUX | @jboogie

Your team

Stakeholders

Product owners/business line leaders

Executives

Other departments


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Whats worked well for you?

Where have you struggled?

{LUNCH}


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Part III:Collaborative Problem Solving

#LeanUX | @jboogie

Exercise 3:But first, a sketching warm up!

#LeanUX | @jboogie

Telepictionary!


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Synopsis:Jobs R Us is an online job board servicing the toyindustry. It functions much like a conventional job

board. Specifically, it allows hiring managers andrecruiters to send messages to candidates via thesite and for candidates to respond back.

Currently, job seeker response rates are at anabysmal 14%.

Your team has been tasked with remedying thissituation.

#LeanUX | @jboogie

To get started we need some constraints. Lets startwith personas.

- Could be research based- Ad-hoc personas are OK

- You must test your hypotheses with representative people- A good tactic for Agile UX

- Some sense of who youre designing for isneeded to get underway

#LeanUX | @jboogie


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Persona 1: Randy, the store workerRandy is a single, 27 year old, full-timesalesperson in a toy store. Hes worked in the toy

business for 3 years and has spent most of his

time in the stock room or on the sales floor. Hehas a smart phone and gets sporadic chances

throughout the course of a shift to check hisemail/social networks.

Randy aspires to become a store manager and isactively looking for his next opportunity in the toy

business. Hes posted his resume to Jobs R Us buthas not seen much activity in the 3 months since.

Hes growing disenchanted with the service anddoesnt believe hes going to find his next jobthrough it which has translated into less time

spent on the site.

#LeanUX | @jboogie

Persona 2: Roxanne, the store manager

Roxanne is a married, 34 year old manager at abig toy store in the mall. Shes been in the toybusiness for nearly 10 years and is aggressively

pursuing a district manager role.

She spends half of her day in front of hercomputer in the back office with a the other halfspent on the sales floor. She communicates

regularly through email for both business andpersonal as well as SMS with her husband. Shes

used Jobs R Us in the past to find her next role inthe toy industry and this time is no different. Her

biggest concerns are her boss finding out about

her current search and finding the time during herbusy day to stay on top of it.

#LeanUX | @jboogie


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Exercise 3:Collaborative sketching

#LeanUX | @jboogie

Exercise 3:Each team will sketch solutions to our businessproblem. We will follow a design studiomethodology.

#LeanUX | @jboogie


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Exercise 3:First round: 6 low-fidelity sketches createdindividually

#LeanUX | @jboogie

Exercise 3:First round: Everyone presents their sketches totheir team mates, discuss and critique

#LeanUX | @jboogie


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Exercise 3:Second round: synthesize the critique you receivedalong with ideas gleaned from your team mates tocreate one sketch for a proposed solution

#LeanUX | @jboogie

Exercise 3:Second round: Everyone presents their sketches totheir team mates, discuss and critique

#LeanUX | @jboogie


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Exercise 3:Final round: combine the teams ideas into one bigsketch (on the big sticky pads)

#LeanUX | @jboogie

Exercise 3:Final round: each team presents their ideas to oneother table

#LeanUX | @jboogie


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We just spent roughly 90 minutes solving a businessproblem as a team.

How far along have we gotten on this project startedin that time frame?

Compare this with the time we thought it wouldtake to create the list of deliverables we madeearlier.

#LeanUX | @jboogie

{BREAK}


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Part IV:Prioritize, validate, refine, present

#LeanUX | @jboogie

Agile is an exercise in prioritizationBut you must be informed

#LeanUX | @jboogie

www.giffconstable.com


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UX must be involved in prioritizationLogic, workflow and resource allocation depend on it

#LeanUX | @jboogie

https://www.sandbox-learning.com

Negotiate for the time you needWhat stories require less of your time, can they go first?

#LeanUX | @jboogie


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Push back when necessaryArguments based on data always win

#LeanUX | @jboogie

Exercise 4:Story cards!

#LeanUX | @jboogie


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Exercise 4:An example

#LeanUX | @jboogie

#LeanUX | @jboogie


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Exercise 4:Take all the ideas you generated in your designstudio (the big sketch) and write story cards for eachelement.

(get granular!)

#LeanUX | @jboogie

Exercise 4:

As a _____________

I want to__________

So that___________

#LeanUX | @jboogie


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Exercise 4:Prioritize your stories into a backlog for your nextsprint.

#LeanUX | @jboogie

Exercise 4:What did you find challenging about theprioritization?

How did you resolve it?

#LeanUX | @jboogie


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Research is an ongoing streamNot a one-time event

#LeanUX | @jboogie

2 week sprint 2 week sprint 2 week sprint

Testing: usability/value

Quantitative insight

Bring your customers to your teamMake it easy to hear their voice

#LeanUX | @jboogie


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Lean UX makes Agile UX possibleUse what you need, when you need it

#LeanUX | @jboogie

Conversation and collaboration support the restBuild transparent work relationships, build trust

#LeanUX | @jboogie


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How Lean UX successfully merges Agile and UX:

#LeanUX | @jboogie

1. Solve your problems together (as a team)2. Sketch early and often (as a team)3. Validate your design hypotheses quickly4. Cross-functional pairing (design and dev)5. Create a style guide6. Build a UX rhythm across Scrums cadenced meeting structure7. Participate! (in story gathering, estimation and prioritization)8. You can always go leaner9. Research is on-going activity (quant and qual)10.Manage up and out11. DONT DESIGN/BUILD THINGS PEOPLE DONT WANT

Q&AWhats on your mind?

#LeanUX | @jboogie


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Thank you

@jboogie

[email protected]

www.leanuxbook.com

www.jeffgothelf.com

slideshare.net/jgothelf

Im writing a book! Pre-order here

ux seasoned approach to designing

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