Sarah Hawk – UX Mastery https://uxmastery.com The online learning community for human-centred designers Thu, 01 Apr 2021 16:26:19 +0000 en-AU hourly 1 https://wordpress.org/?v=6.2.2 https://uxmastery.com/wp-content/uploads/2019/12/cropped-uxmastery_logotype_135deg-100x100.png Sarah Hawk – UX Mastery https://uxmastery.com 32 32 170411715 Transcript: What personal rhythms and habits support success in experience design careers? https://uxmastery.com/transcript-what-personal-rhythms-and-habits-support-success-in-experience-design-careers/ https://uxmastery.com/transcript-what-personal-rhythms-and-habits-support-success-in-experience-design-careers/#respond Tue, 30 Apr 2019 04:53:16 +0000 https://uxmastery.com/?p=72314 If you missed our panel discussion earlier next month, fear not – here is a full transcript for your reading pleasure.

The post Transcript: What personal rhythms and habits support success in experience design careers? appeared first on UX Mastery.

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Earlier this month I had the pleasure of hosting 3 amazing experience designers for an entertaining and eye-opening panel discussion. The participants focussed on the things that they have learned to do over the course of their careers to support professional health and wellbeing.

If you missed the live stream, fear not – you can watch the recording below at your leisure or read through the transcript if that is your preference.

Panel Discussion: What personal rhythms and habits support success in experience design careers?

Here is a full transcript of the session for your reading pleasure:

Hawk (host): Hello. Hello and welcome to this live panel event. My name is Hawk, and I’m really excited to be part of this session today.

Hawk (host): So one of the reasons that we’re hosting today’s session is to celebrate the upcoming launch of our latest collaborative e-book, which is called Products, Projects, and Experiences. You can’t say that too fast in a Kiwi accent. I’m joined today by three of the contributing authors – Laura Klein, Dan Szuc, and Jorge Arango. And I’m really thrilled to have the opportunity to chat with these guys. They’re really inspiring UX practitioners. And I’m excited both for my own selfish pleasure and so that I can put to them some of the questions that we’ve been collecting from our community over the recent weeks.

Hawk (host): For those of you that are watching live, please send your questions through via YouTube’s chat feature, and we’ll get through as many of those as possible in the next 60 minutes; no promises, but we’ll do what we can.

Hawk (host): Before we start, I’d like to briefly introduce today’s panel. So, Laura Klein first stumbled upon UX in 1995, and she fell in love. She’s forged a successful career in Silicon Valley, and these days she coaches product teams that want to get better at UX. Laura is the author of UX for Lean Startups and Build Better Products, and you can follow her on Twitter @LauraKlein.

Hawk (host): Dan Szuc’s been involved in the UX field in Hong Kong for over 20 years, and as well as being a published author, Dan’s co-founder of UX consultancy Apogee, of UX Hong Kong, and of his current passion, Make Meaningful Work. And you can follow Dan on Twitter @dszuc.

Hawk (host): Jorge Arango is best known for designing systems that can [inaudible 00:01:37] people with knowledge. He has been involved in the field for the past 25 years, and these days he splits his time between his design consultancy practice, lecturing, writing, and speaking. And you can find out more about Jorge and his work at jarango.com.

Hawk (host): For any more information about our speakers or the panel today, make sure you visit our blog, uxmastery.com. There’s lots of information there in really brief, so that we can get to our questions.

Hawk (host): So welcome, panel. Welcome so much, guys. Thank you for joining me today.

Jorge Arango: Thank you for having us.

Hawk (host): And for those of you watching us, the reason we’ve chosen these three guests – aside from the fact that they are featured in our book – is that they all have really well-established and enviable careers, which have brought them not only success but real satisfaction. And today we’re going to dig into some practical ways that we can begin to shape our own careers and explore our own vocations more deeply.

Hawk (host): So that’s probably enough from me. We can jump straight into the first question, and that first question I am going to put to you, Dan. Let me find my questions. My first question: So most workplaces today are still very much geared towards driving efficiency, productivity, and growth. As a result, people often feel that work is wasteful, busy, stressful, or purposeless. What would happen if we changed our mindset and allowed ourselves to choose projects that are both energizing and empowering?

Daniel Szuc: Ah, well. Thank you. Thank you for the question and thanks for having me today. So, I guess if we zoom out a little and we were to look at work as an environment, and I realize that sometimes people use culture to describe environments. So, we tend to use the term environment, where culture can be described as an instance of environment, and then we start from the point of, well what do we actually want our environment to be at work? So that’s in … It’s actually inferred in the question. Well, it’s not inferred; it’s very explicit in the question of how can we make meaningful work, where work is actually happening within an environment.

Daniel Szuc: If we were to split environment – for the sake of today – into two halves, one half is what we call the explicit half within the environment, and that’s where we often see the work at play, which tends to be our transactional; it’s things that are to do with the day-to-day delivery of the work, and that’s having an impact on people. And the language that we use in that first half of work in reference to delivery, is also having an impact on people. And it tends to be – to speak in more general terms – it tends to be driven by, still very driven by a significant amount of Industrial Age ways of working. Terms like … Some of the terms we’re even fond of – agility and speed and velocity and productivity. This is … These are happening in the first half of what we call the transactional and delivery.

Daniel Szuc: There’s actually a second half to the environment, and that’s what we call … It goes by different names, but we could call it almost the healing part, or the healthier part, perhaps, of work, which tends to be the more implicit part, and the part that’s not made explicit enough. And that part is where practices exist and practices are often hidden from view. And so, what happens in this second half of work, is we’re trying to be more explicit about what we call the learning mode, the learning or the reflection mode. Now this is different to what would be described in Agile as retrospectives. This is really creating a larger portion of time at work for explicit learning and explicit reflection to happen, whereby you can capture practices through what we call practice spotting, so that people have the time not only to be doing the day-to-day production of the work, but also equally would be doing the learning and reflection to determine, in fact, if they’re doing the first half very well as connected to the second half.

Daniel Szuc: And so I’ll finish the probing at that question with mindset, and what it actually implies in everything that I’ve said within the environment is we have to … It’s in … We encourage people to think about the attitude as related to mindset that you’re bringing to the environment. And what that means is, instead of – which happens a lot at work – instead of reacting to the environment, you’re able to hold onto specific practices to have a very specific attitude, to have more intention in the work that you’re doing. It’s not only to do with the delivery and transactional part, but equally to do with the learning and the nurturing and the healthier aspects of what we’re trying to do with Make Meaningful Work.

Hawk (host): Awesome. I’m interested, Laura … Thank you, Dan. I’m interested, Laura or Jorge, in your thoughts, especially around thinking about our audience. And I’ve spent a lot of time with Dan, talking through these things, and have a really good idea of what he’s referring to, but for beginners or for young or inexperienced UXers, how can we put ourselves in the position where we are able to get into this mindset, or even have the opportunity to be picky about the kinds of projects that we do choose. Does anyone have thoughts there?

Laura Klein: Oh, go ahead Jorge.

Jorge Arango: No, go ahead, please.

Laura Klein: Oh, I was gonna say Dan has clearly thought about this far more than I have, so this is … That was a great answer, Dan.

Laura Klein: Here’s my take on it, which I think is a little bit … maybe less well thought out. I … Look … I think, Hawk, you hit on it. When you’re new at this or when you’re maybe a more junior person just getting into it, sometimes you gotta do stuff that’s not super exciting, and sometimes that stuff’s just gotta get done, and sometimes the things that even I, who’s more senior – I’ve been doing this for a long time – I still have to do stuff that sucks, and that’s why they pay me to show up, right? It’s work. That’s why it’s work and not hobbies.

Laura Klein: That said, the times that I find myself and that I’ve seen people really get burned out, or the times that I’ve seen people really feel disconnect, were the times that people didn’t get the why of what they were doing, and they didn’t understand what the outcome was supposed to be and … or they did and they didn’t care. I, for a long time, had a rule that I won’t work any place where my coworkers seemed to hate their users. And this is a thing; I’ve definitely worked at places that were … what I would call user-hostile. And I mean, I’ve seen teams like that and they just seem to be in this antagonistic relationship with their users, and you get into this point where you don’t wanna help these people, and it becomes really, “Oh, these people. They’re always asking for stuff and I don’t want to be there.”

Laura Klein: So, if you care about the people you are helping and if you truly feel like you’re helping people and you truly understand how what you’re doing fits into the greater scheme of things, I think, hopefully, you will have a greater tolerance for maybe some of the things that you do that maybe aren’t that exciting or aren’t really learning opportunities, or maybe just there was something that had to get done and it wasn’t that great. I mean, God knows I’ve done my share of data entry because it had to get done and I was available.

Hawk (host): Yeah, very fair, very fair points. Jorge, did you have anything to add?

Jorge Arango: Yeah, I think one of the things that’s implicit in this question is that you have some degree of agency in choosing the products that you’re working on, which, for someone who is just starting out, that may not be the case. And I would say, think about what you can do to create the conditions necessary for you to be able to have a greater degree of agency over the work that you’re doing, right? So that then you can make sure that the work is aligned with your why, right? So it’s … Have a clear hierarchy of values, which I think everyone has to some degree – a clear hierarchy of values; they just don’t … perhaps they’ve acquired them accidentally and haven’t thought about them very clearly, right? And I don’t think you can expect that at the beginning of someone’s career; you’re going to be able to choose exactly the sort of work that you want to be working on. But you can set things up in such a way that you gain a little bit more agency over time over that sort of decision, so that you can have greater alignment.

Hawk (host): Yeah, awesome. And I guess coming full circle back to what Dan was saying, it’s just about that mindfulness, yeah? It’s about whether or not you can currently make those changes because of the position that you’re in. If you’re constantly mindful of it, then you will come to a place where you potentially you can put those things into place.

Jorge Arango: Yeah, and knowing what the role is for someone who is just getting started. My background is in architecture, as in the design of buildings, and that’s a field that, over the past 100 years or so, it has developed as an academic discipline that you can go to university and learn. But the traditional way of learning design disciplines like architecture was by being an apprentice to a master, right? And folks who were entering the field knew that they were coming in to work on stuff that might be more detailed or might … perhaps less grandiose than the sort of things that the masters were working on. But they were there, in part, to learn and to become masters themselves, right? And there was this understanding that that would happen over time.

Daniel Szuc: Yeah, I think it also implies that there’s … I think about when – I’m not from an architecture background, so I apologize for the crudeness of this reflection – but when I think about, I think about buildings, I think about the infrastructure of the building, the scaffolding. It’s interesting in Hong Kong. People who visit Hong Kong are always in awe that they use bamboo to create scaffolding around buildings, but bamboo is actually incredibly strong, and what the scaffolding implies is that you can stand on and feel safe in standing on it.

Daniel Szuc: So I think when you think about people coming in to any career, I like this idea of scaffolding around people in the form of other people as well, that allows for them to feel that they understand and can begin to articulate that hierarchy of values, that principles, and also think about, from a maturity standpoint, where they would like to get to over time because within UX – and I am trying to say this very respectfully – I think sometimes we have a really hyper focus on what I call the tools layer and the tools and the methods layer, but there’s not always the … and there’s a lot of conferences and books and great places you can go to learn about methods, but I think sometimes what’s lacking – even amongst the more mature of us – are places where we can connect with other practitioners to allow ourselves to feel, in safe spaces, to go even deeper. And sometimes that’s counter intuitive because what it actually implies is I might very well learn more from someone that’s come from an architecture background than I might from someone that’s within UX.

Hawk (host): Yeah, nice. I see ways that I also studied architecture, and we’ve got a comment from the community, from someone else, from [Louis 00:14:38], who also studied architecture, and says that there are lots of similar principles, especially to do with ideation.

Hawk (host): But another interesting comment, from [Matthew Oliphant 00:14:50], going back to having those choices about the projects that we all take, and he says ideally we’d find a way to offer that option to people that are new, rather than just say, “Hey, too bad, that’s how it is.” And yeah, I agree. Yeah, follow that by systems don’t change if we don’t allow that. Very true.

Hawk (host): So, I might throw another question out there now. Maybe this one for you, Laura. So our personal solutions are usually driven by our own strengths, weaknesses, and goals. How can we explore these aspects of our personalities and of ourselves, and make career and vocation choices that drive us towards the success that is gonna be the best fit for the person that we are?

Laura Klein: Yeah, this is … that’s a really good question. I have done a bunch of work with mid career switchers – people who are switching into UX from other things. And one of the things that’s been extremely successful for some of them, is focusing on the skills that they’re bringing into UX from other things – even not necessarily even design-related things. I worked with a woman who wanted to do research and she had been a scientist and she wanted to do more user research, and … so she ended up doing a bunch of user research for scientists, and it was incredibly helpful because she sort of knew how it worked.

Laura Klein: So, sometimes I think that part of it is just understanding that you have skills that might not be what you think of as UX skills or product skills or whatever. You have skills that you bring to this and then, also to recognize the difference between things that you’re really good at doing and maybe things that you’ve been praised for doing. That’s just kind of a … an interesting thing that like … Things that you’re actually good at, that you enjoying doing, you have to really find that Venn diagram of here is something that I actually enjoy doing all the time and that I do well, and also that people will pay me to do, and focusing on those.

Laura Klein: I find that most people have so many skills and so many things that they are good at – that they might not even know that they’re good at – , so part of it is trying to recognize what you can do and accepting that and just be like, “Yeah, now I’m a badass at that.” So, figuring those things out and putting them together and finding the right place for you to do all the things that you’re good at. I don’t worry too much about weaknesses. Just … I focus on, oh, that’s the thing that I’m good at and that I like doing; I’m going to do more of that. And I’ll get better at some of the stuff that I’m not very good at, if I have to. But that’s harder. Sometimes that’s fun, but sometimes it’s fun just to focus on the thing that you’re really good at and get really, really good at it. Other people really like the challenge of getting better at the things they have to overcome, but it seems way too hard for me. Too much work.

Hawk (host): Dan and Jorge, have you guys got an opinion?

Daniel Szuc: Well … Oh, Jorge, did you want to go first?

Jorge Arango: Well, yeah, very briefly. And another alternative is if you are clear on what your weaknesses are, surround yourself with people who are complementary to you, right? That’s one way to overcome it.

Jorge Arango: I just want to stress, again, something that is implicit in the question is self-awareness, right? And taking the time out to do the work of introspection and really kind of honestly taking a look at what you enjoy doing and don’t enjoy doing, and the things that allow you to fall into conditions of flow, right? Where you’re just kind of in the moment and lean into those somehow, right? That’s not gonna happen if you don’t take the time out to really think about … step outside of the day to day and think about what brings you joy and what is more challenging.

Daniel Szuc: Yeah, I think related, we have something in the Make Meaningful Work story, which is called a learning portfolio. Now, we’re not using the word portfolio in the UX portfolio, design portfolio sense of the word. We’re actually using the word portfolio more in reference to like an investment portfolio, where you’re investing in yourself. And so, it’s really simple. It’s got two columns. One column says “What can I learn?” And it’s got another column that says “What can I teach?” And both of those have their challenges for people, but it’s very practical and it’s saying, “I’m keeping a track on where I feel I have some gaps in my learning, and I am also keeping a track on what I can teach.” And the way we think about teaching, sometimes teaching is thought of a frame to be, well, I have to be an expert to teach it. The way we’re using it is, just try something, try and teach something, try and write an article on something, get your voice out there because when we talk about the second half that I spoke about in environment, it’s all practice anyway. It’s continuous practice.

Daniel Szuc: So that’s part of how I think about improving daily, and I also think about it in reference to where I have those deficiencies, but not in an overly negative way, rather in a more opportunistic, positive way to say, “Well, what can I continue to learn?” Because the learning never stops. It just never stops.

Hawk (host): Yeah, I love that, and I like the whole what can I teach concept, especially I’ve found that to be one of the tools that I personally use for combating impostor syndrome, which I know that some of our community has mentioned because I’ve learnt that in teaching myself, I’m going down this track about the things I specifically think I’m trying to teach, but then somebody else takes from what I’ve told them something really quite different that meant something for them, and that’s empowering and that gives me confidence and makes me go, “Hey, hang on a minute. There is something here that I have got to offer for other people.” And that’s confidence-building, and I think that’s a lot of the thing that’s missing, especially for young UXers starting out.

Hawk (host): And speaking of that impostor syndrome I’ll just read out [Nothrop’s 00:21:48] thoughts, which are about the master and apprentice relationship, and how lacking that formal structure can sometimes contribute to the prevalence of impostor syndrome. And I also note that I’m assuming [Marc 00:22:01] is from Australia or New Zealand because he spells impostor syndrome with an e, as I do; it’s actually spelled with an o, I found out yesterday.

Hawk (host): And he also says a really interesting thing, “What about the journeyman notion, the notion of traveling and learning from multiple masters and from multiple cultures?” And I think that that’s something that’s very easy to forget as well, when we’re doing our own thing in our own bubble.

Daniel Szuc: Through.

Hawk (host): Go.

Daniel Szuc: Through … Was that from [Marc 00:22:31]? About the journeyman?

Hawk (host): Yes, indeed.

Daniel Szuc: Yeah, I think that is a really, very astute – and by the way, hi, [Marc 00:22:39], and hi, [Matthew 00:22:40] – that’s a very astute reflection. I have lived really two lives. One, I grew up in Australia. I grew up within a Aussie community within Australia and a Jewish community within Australia. I grew up with a whole range of nationalities at university and at school.

Daniel Szuc: But when I came to Hong Kong, for the last 21 years, naturally I am immersed in completely different cultures and predominantly Asian cultures, and my wife and business partner, Josephine, is Chinese, and she was born in mainland China and she moved to Hong Kong when she was little. I listen to Cantonese most of my days, and so I think what [Marc’s 00:23:27] touching on there is very important in reference to multiple perspectives. I think it’s really easy, especially as we get older, to be locked in to these really fixed views about things. And we get sucked into our local vortex, where we sometimes can’t put our head above water to breathe and see other perspectives.

Daniel Szuc: So, in reference to learning – junior, mid, or senior – being able to have people around you who can give you multiple perspectives and challenge you to think in different ways, it’s a very, very astute reflection and one that I fully support and embody.

Hawk (host): Right, should we move on to the next question? I’m going to put this one to you, Jorge. It can be difficult to translate important philosophical decisions and beliefs into practical outcomes. How can we ensure that our career is moving in a direction that satisfies both our emotional, spiritual, as well as professional needs?

Jorge Arango: So I think that we’ve already touched on this to a degree, right? Like this idea that you have to be clear on your why. And I was part of a team a couple of years ago where we would periodically take time out from our work to kind of work on the work itself, like work on our ability to do the work. And that included asking the question, “What are we in service to here?” And I think that that is an incredibly powerful question to ask, right?

Jorge Arango: I think that the word philosophy is a word that makes people anxious because they associate it perhaps with academic philosophy. They think, “Oh my gosh. Are we gonna be talking Nietzsche or Heidegger or any of these things?” But really, I think of philosophy as living a considered life, right? What is the life that you want to live? And if you have not thought about that and you haven’t consciously set out to align the life you’re actually living with the life that you would like to be living, you’re going to live a life that is not guided by you, but somehow kind of riding along by … on circumstances, right?

Jorge Arango: So, again, I think that this notion of taking time out from the day-to-day, the daily grind, and doing the work of really sitting with these questions and clarifying what your values are. I actually – pardon me – I have a book I pulled out from my library that was actually really helpful to me, called The Highest Goal by Michael Ray; I think he teaches at Stanford, or he used to teach at Stanford. And it’s a book about … He offers a process for you to sit with your values and just clarify what they’re about, and I think that that’s something that everyone – not just in UX design but everyone – should do.

Hawk (host): Yeah, I agree, and I think that we need to be encouraging our team members and other people that come in to the industry to take that time and to stop worrying too much about overperforming and making sure that everything that they do is visible and everything they do is contributing to … every second of their day is contributing to the project at the detriment of mental health and of satisfaction and of general well-being of your organization.

Jorge Arango: Yeah, just add to that. So, the exercise is the following, and I think that this came up in Steve Jobs’ famous Stanford commencement speech, right? Do the mental exercise of imagining yourself in your deathbed – as morbid as that sounds, right? And think it’s like, “Am I … Did I live a life that I’m satisfied with?” And folks who work in palliative care and who work with folks who are kind of at the end of their life, report that that’s like the number one thing that comes up for those people. It’s like the ones that have regrets are … they’re not regrets about not making enough money or whatever; it’s regrets about not having lived the life that you really wanted to live. And you can’t do it at the end; you have to do it while it’s happening.

Hawk (host): Yeah, I agree. Laura, Dan, do you have a comment? No?

Laura Klein: That was great. I agree with Jorge.

Hawk (host): Well, a question has come through along these lines, so I’ll jump into that before we move on, and it’s how do we encourage sitting with these uncomfortable or challenging notions, especially in environments – sorry, [Louis 00:28:35], [Louis 00:28:35] is replying to me as I read – especially in environments when we’re having to explain the basic value of our work, let alone the nuances? So I guess a little bit of what I literally just said: that we do need to encourage this kind of thinking and stopping to take a breath, but how do you think we can encourage that? How can we make that part of our daily routine for our team members or for our colleagues?

Daniel Szuc: Well, we have a tool – we’ve only got one tool currently – but it’s a tool that we’ve put a lot of years of thought into and arrived at it, called practice spotting. And [Jo 00:29:17] and myself are predominantly researchers at heart, so it’s very much a tool that you can imagine it like a key. It’s a key that you insert into really any environment, and you can also use it on yourself and with other people. And what it’s there to do is to help you observe and listen with intent about the environment to determine if that environment is indeed a fit for you.

Daniel Szuc: And so I think that is something that everybody can continue to practice because not all environments are right for us and it’s not a matter of being overly negative about the environments that are not right for us, it’s knowing which environments are conducive to us growing in healthy ways and which are not. But being explicit with the practice spotting tool to insert that in and to be able to arrive at those practices within the environment, people within the environment, conditions within that environment, values as Jorge has been talking about that are right or not right for you, also begins to … perhaps with intention begin to define or design your own philosophy. And I agree with Jorge: I don’t think we should steer away from philosophy as he said because it’s seen as academic, it doesn’t need to be seen that way; it can actually be an incredibly practical driver in the way that we work and we live.

Hawk (host): Yeah. Awesome. Agreed. Okay, I’m going to rein it back from the philosophical and to something significantly more practical. I’m gonna throw it at … Who am I gonna throw it at? I’m gonna throw at you, Laura. Did you ever have a time in your career, which we know you did because you told us before, when you became bored or disillusioned with your work? And when it happened, what did you do to rekindle your excitement?

Laura Klein: Oh my god. So, you have to understand that when I say that I started with UX back in the mid 90s, what I mean is I started doing some research back then. Since then I have been an engineer, I have taught UX, I have written books, I’ve given talks, I’ve taken time off to work on my own stuff. I get bored I would say every couple of years. It’s not so much like, “Do you get bored?” It’s like, “Do you … Are you ever not distracted by something shiny?” The answer is yeah. I mean … I very … I know that I am the kind of person who needs to be in an environment, where there is a lot of stuff going on and there are many different things that I can do and be involved with, even like day-to-day, I do much better if I’ve got a … Yes, it’s great if I can get them to flow to work on a specific design, but even at this point, where I actually am the head of product at a company, I still occasionally will just do design work for four or five hours because I love that, and also sometimes I’ll do prototyping, and also I’m teaching a class in May, and I just really have to do a kind of a whole bunch of things, or I get very distracted.

Laura Klein: So here’s the thing: that’s not gonna work for everybody – in fact, it’s not gonna work for most people who have what we like to call an attention span. So, if you are that kind of person, you need to figure out what keeps your interest. I think part of it, though, for me, was realizing that not beating myself up over it because I would do this thing where I would kind of skip around and, I mean, if you … I am the very traditional sort of job hopper when you look at my customer; it’s kind of all over the place. And you know what? Honestly, it’s weird. I think I might have done better had I actually been able to focus on any one given thing, but I don’t think I would have lived the life I wanted to.

Laura Klein: So, figure out what you’re like. Live the life you want to live. Don’t beat yourself up over it if you’re not doing this sort of … Oh, and then I went and I did this, and then I went and I got my MBA, and then I went I … Whatever. Or if that is the kind of person you are, great. Do that. But recognize what it is that you love, and when you get distracted and be okay with switching to something else.

Hawk (host): Awesome. Yeah. [inaudible 00:34:11] I just want to jump in. I’ll ask you others as well the same question, but I just wanted to mention – I should have, before I asked the second question – Dan, the tool that you were talking about before, if anyone wants more information on that, I’ll make sure that’s included in the transcript, which we’ll post up of this session afterwards.

Hawk (host): So yeah … So Jorge or Dan, do you have a response? How do you manage disillusionment or boredom in your career? How do you kind of convert into something that’s stimulating?

Jorge Arango: Yeah. So I can’t say that I am ever really bored or disillusioned, which I guess would make this a good answer for the question, which it … because I think I’ve discovered a way of beating that demon, [crosstalk 00:34:57] and it has to do … Yeah, I gotta boast about something, right? And the approach is – I think this is gonna sound a little Yoda of me, but – be open to serendipity, right? And what I mean by that is especially people whose job it is to design, which is to make the future tangible, we can have a tendency to overspecify our own future, and I think that if you are open to accidents, intrusions into your perfect little plan, you might be led down paths that might be very interesting.

Jorge Arango: I’ll give you a small example: Just today I finished reading a very long book on the history of the Reformation in Europe; that is something that is kind of way outside my professional area of concern. I spent way more time reading this book than I should have, given how busy I am and how many other things I have to read. But I am coming out of that experience full of interesting, I think, ideas of how our time kind of mirrors that time and how some of the changes that those folks were going through can inform our own time. And I feel a little reenergized after that, right? So … And that came to me completely accidentally; I wasn’t looking to read a book on that subject. So just being open to serendipity, I think can be helpful in this regard.

Hawk (host): Awesome. Mr Szuc, have you got anything to add? Have you ever been bored or disillusioned in your life?

Daniel Szuc: I was just thinking that bored and disillusioned would be a great name for a stand-up comedy team. Good evening, I’m bored and I’m disillusioned, and thanks for joining tonight. I … Living in … Having lived in two … what might appear to be two very different cultures – and I’m oversimplifying like a sort of a Western way of thinking and an Eastern way of thinking. Wwhat I’ve learned in working and living in Asia is, I find, especially amongst Chinese, I find they tend to, at times, think in what I call multiples. And so the idea of multiples is, they don’t necessarily always think of a linear way of this or it’s that, or it’s a or it’s b, or it’s black or it’s white. So boredom feels like one extreme, but I very rarely hear people say that they’re bored. I hear kids say that they’re bored sometimes. I hear adults say more – and I think sadly – that they’re busy. And I think we’ve all been caught up with busyness and distraction.

Daniel Szuc: So, I remember growing up in the 70s in Australia, before gaming machines and mobile phones, and I remember lying on my bed and spending hours just staring at the ceiling, thinking about stuff, and that was fine. So I think my practical answer would be, find the moments to not be thinking deliberately, not be thinking about anything, as a practice and use those moments, the … use the serendipity to be able to help you determine what is it that energizes you.

Daniel Szuc: Busyness to me – when people say busyness – busyness sounds like they sometimes haven’t necessarily found the thing that energizes them. It’s just that they’re trying to find things to keep them busy because they’re not necessarily confronting the things that they need to. And boredom, as another extreme, sounds almost of a similar nature, where they’re just kind of motoring along. So there, again, there’s something – to use Jorge’s language – is something inherent in that that’s troubling to me.

Daniel Szuc: I think seek more diversity in your practices, and it’s okay to be busy at times and it’s okay to be bored at times, and look in the spirit of multiples, look for every nuance in between those two states.

Hawk (host): Nice. Alright, I’m going to put a bit of a downer on this – not quite as much of a downer as Jorge-

Jorge Arango: Can I add something real quick there?

Hawk (host): Yeah, you may.

Jorge Arango: If you find yourself being bored, that’s good, right? Because there is awareness there of your state, right? That’s tell … Your body’s telling you something.

Hawk (host): Yip. Yip, that’s coming back to that mindfulness that’s not necessarily seeing boredom as a negative thing, but as a cue to make a change.

Jorge Arango: Right.

Hawk (host): Alright. So yeah, back to the downer – and not quite as much of a downer as the deathbed conversation of previous questions – but I want to put this question out there because it was asked by a member of our community on Twitter during the weekend. It’s something that I actually get asked a lot, especially in our forums, and I’m gonna put it to you, Laura. When do you know that it’s time to leave a company? When is it time to go, “Actually, I’ve gotta be brave.”

Laura Klein: So this is [crosstalk 00:40:13]. Yeah, this is a good one for me because I have left a lot of companies ’cause, like I said, I hop around. I realized many, many years ago – and this is a hundred percent consistent – that when I am driving into work, sometimes if things get to a point where they’re bad enough, I will – I swear to God – start fantasizing about getting into a small car accident that is just bad enough-

Hawk (host): Good lord, that’s pretty grim [crosstalk 00:40:45].

Laura Klein: Not actually injured, but just bad enough that I don’t have to go to work that day.

Jorge Arango: Wow.

Laura Klein: But when that happens, I will just go in and quit because that’s telling me is, now my body is saying, “I would rather suffer physical damage. Don’t go and deal with these people any longer.” And I … This is a hundred percent true, it happens every single time, I, in some ways, credit the fact that I have been at my current job for three years, to the fact that I work remotely and don’t have a commute anymore, so I really have just no idea how to know when to quit.

Laura Klein: But there is … I get an actual physical reaction. I’m not any … I mean, I say it like it’s a funny thing; it’s not funny, it’s horrible at the time when I’m just like, “Mm [inaudible 00:41:31] this.” And it’s a physical reaction, where I’m just, “I’m not happy.” And I don’t … I mean, I’m not the kind of person who’s happy all the time, God knows. I’m happy some of the time. So it’s not just a little thing; it’s I’m so unhappy that I don’t think this is fixable. I’m not optimistic, it’s not a thing. It’s just a … We’re done here. And I just … and … Since I’ve been doing it for so long, I sort of figured out what that feels like to me again. And the funny thing is, I’m saying a lot of things about, “Oh, it’s just a feeling.” I’m not really that touchy-feely of a person. I’m not that in touch with my emotions, which is probably why I have to imagine getting hit by the bus. But I’m telling you, it really does get to that point.

Laura Klein: And here’s the thing, I actually … I’ve talked to folks, I know a lot of people who, I swear, they have gotten past that point. They are so beaten down and they are so unhappy at their jobs, but they are staying because they feel like they have to or because they … I mean, I a hundred percent get that some people have to because they literally have to; they need the money and I have so much sympathy for them. I am not there anymore and I am so happy not to be there anymore, and I hope everybody gets past the point where they are.

Laura Klein: But if you are in UX right now, there is a good chance that you don’t have to. And so, don’t stay because … If you’re feeling that sort of thing – it doesn’t have to be the bus – but if you’re feeling that sort of thing, you don’t have to stay because you’re worried about your company or your product or your coworkers. I mean, those are nice, it’s great that you worry about that stuff, but worry about you. Worry about the fact that you’re honestly just so deeply unhappy that you gotta go.

Laura Klein: Also, there are all sorts of other good reasons to leave a company, like you get a better offer, but I’ve never quit a job with another job lined up. I honestly let it get to the point where I fantasize of being hit by a bus – and then I just leave.

Hawk (host): Alright, there was [crosstalk 00:43:45]. I’m not necessarily going to post to my community that you all [inaudible 00:43:52] car accidents. I understand what you’re saying.

Hawk (host): Yeah, [inaudible 00:43:58], I was gonna try and avoid jumping in with my own opinions here. My answer to that question is, when you actually start to have that thought, when you start to think, “Should I be staying in this job?” Not necessarily jump straight out, but just start to talk to your peers and start to talk to your network and start to kind of examine those feelings a little bit for two reasons. One is because it does help you get some clarity about the things you love about your job and the things that you don’t, and it helps you get some realistic feedback about maybe ways, practical ways that you can solve whatever it is that’s causing the problem. And worst case scenario: Everybody goes, “Hell, you’ve gotta leave.” Then everyone knows that you’re looking for another job and that’s an important next step. People aren’t gonna offer you something if nobody knows you’re looking, so it’s kind of win-win. I’d try that before any car accidents, especially involving buses.

Laura Klein: I will say this: I think I feel like you have to have some optimism. There has to be some optimism left that whatever’s broken can be fixed because like I said, that stuff’s, sometimes you have to do stuff you don’t like – it’s work. Sometimes not everything’s gonna be great. That’s fine. You have to have some optimism that the thing that is upsetting you, is going to get better and that it realistically could get better in that there’s something you can do to make it better, and that it is gonna get better on some timeline that doesn’t involve you just giving up entirely before that.

Laura Klein: So that’s important, and I think the times that I’m feeling that way are times when I’m just kind of, it’s not … It’s that moment when your body just goes, “This isn’t getting better, is it? This is never gonna … This is just how it is now. I need to go.”

Hawk (host): Jorge, have you got an opinion?

Jorge Arango: Well, I’m just thinking that this is where it’s helpful to read about things like sixteenth century Europe, right? Because-

Laura Klein: Sure!

Jorge Arango: Because you have choice [crosstalk 00:46:00]. Folks back then, if you were born a serf, basically, you did not have a choice as to what you were going to do with your life. And these questions about does it align with my values? Do I like my coworkers? Hand-to-mouth living basically, right?

Jorge Arango: So we, you, my friends, who are watching this, are incredibly privileged to live in a time when we don’t have to do things for reasons other than this is the thing that I want to do with my life. And you have the privilege to be able to reach old age, feeling satisfied with the way that you’ve spent your time here. Make use of that.

Hawk (host): Nice. Dan, are you going to keep things positive?

Jorge Arango: I didn’t mention death.

Hawk (host): [inaudible 00:46:57] Should we go into another question? Alright. This is at no one in particular. I’m keen to see who feels the need to jump in, but one of the questions from the community is, what are some key things that you guys believe that you’ve done to get you where you are today? And I think by where you are today, they mean in a place that you are confident and comfortable and enjoying your job enough that you can be philosophical about it and you can give guidance. So yeah, what was a key aspect of your career that’s kind of helped you to get to this place?

Daniel Szuc: I’ll mention three, I think quick ones. One is read. I think more people I know don’t read than read. I was never an avid reader as a kid. I’ve had to practice and teach myself to read. I read every day. Every day. And so I’m trying to diversify what I read. I don’t just … I very actually, very rarely read UX-related materials now. So read.

Daniel Szuc: Two is, surround yourself with great people. This is this call; the community that’s listening in. Where UX is really lucky, it’s predominantly made up of really fantastic people. You get a couple of exceptions there sometimes, but mostly it’s made up of really lovely people, and we’re really lucky in that respect.

Daniel Szuc: And I would say the final one is, I’d like to think that within user experience, there’s one, this idea of care. It implies that there’s a people aspect still within user experience, although I, perhaps another discussion, I feel like it’s being degraded over time, but it implies people. It implies care, so seek people out who give you the opportunity to try things out, and seek feedback in that, and again, I come back to the spirit of continuous learning.

Hawk (host): Awesome.

Laura Klein: I have … So, there is a single thing that I did that I actually can trace, I think, sort of all of my later success to, and that is I started writing about stuff I knew about – and that’s it. And what I had to do to do that, is I had to realize that I had something that I knew that nobody else knew – and I actually had to be told that by somebody; I was, “Everybody knows this.” “No, no. Very few people know that.” “Oh, okay.” So then I started writing about stuff and I was, “Oh, I know things and I can share them with other people.”

Laura Klein: And then that has over time turned into, again, the podcast and the teaching and mentoring and all of these things where I just, “Oh yeah, no, I do know things.” And putting it out there … It has created for me – I think hopefully, I always, I’m afraid to jinx it when I say this – but it has created for me … Somebody told me once that there was a difference between job security and career security. Job security is when you feel like you’re at a job and that job is safe and they’re not going to fire you. And career security is where you’re like, “Well, if they did fire me, I’d be fine.” And I feel like I’ve sort of moved to more of that career security, where I do know things, I am good at things, I put them out there. People see that. They know who I am and they sometimes want to work with me based on what I put out there.

Laura Klein: The other great thing is that if you write like I do, some people read it and go, “Oh, no. We don’t want to work with her.” And it’s a great filtering … it’s a fantastic filtering mechanism. So be yourself and the people who really like you will want to hire you and work with you, and the people who don’t, you’ll never hear from and it will be great.

Laura Klein: But really, it is huge just having that recognition that there’s a thing that I could teach somebody, so I’m gonna do that and I’m gonna put myself out there and I’m gonna get feedback on it and put more of it out there.

Jorge Arango: Yes, I love that distinction, Laura.

Laura Klein: It wasn’t mine, by the way. It’s just something I was told.

Jorge Arango: Career security and … Well, wherever it came from, right? But I will add to that that job security does not exist. You have to work on career security, right? If for no other reason for the reason that Dan brought up at the beginning of the call, which is that the construct that we know as job security is something that comes from a different era, and it’s an era that is going away. And you have to work on career security first and foremost. And working on career security is going to make you better at your job, so that falls from that, right?

Daniel Szuc: And putting yourself out there’s also a lovely point. I think the UX community, again, generally is a nice, supportive, and caring place to be able to do that. Putting yourself out there comes in different forms – articles, presentations, workshops, podcasts. It’s a way of when you move it from outside your head on to another medium, something changes in that it’s … you’re able to … if you can reflect on that moment that it shifts from your mind to your head and then be able to talk about it with other people, it’s a very useful thing.

Daniel Szuc: And I have to say, as I’m made perhaps handing back to Hawk, that UX Mastery is indeed one great place to do that. So how’s that for a segue, Hawk? Back to you.

Jorge Arango: Well done.

Hawk (host): [crosstalk 00:53:07] But I agree with you. And what I’m hearing from all of you is read, is write, is put yourself out there, is network, is make your voice heard, is build your reputation. And all of those things incrementally help you get to a place where you have the confidence to be able to make choices that you might not have had the confidence or other resources to make before [inaudible 00:53:35], and I love that.

Hawk (host): And you’re right, Dan. At UX Mastery, so much of the reason that we do what we do is to kind of help the community and help new UXers not just find their way into UX but to start to have a place to make their voice good, and so yeah, for anyone listening, if you’ve got something to write about or you’ve got something to share, head us up. Send us an email or go to our website because yeah, we’re always keen to hear new voices, and if we can do something to help you, then yeah, let’s have a chat.

Hawk (host): But enough marketing. I am going to read out a couple of book recommendations from [Louis 00:54:19], who says, “Read Mitch Horowitz’s The Miracle Club, which segues into the previous conversation about finding who you are, and Hero’s Journey.” So maybe give those a go.

Hawk (host): Alright, another question. We’ve got six minutes to go, and I’m aware that we need to end at the top of the hour, so I like this one: How do you consistently stay aware of what brings out the best in other people? How do you create a space to bring out the best in the people that are around you and to help bolster them into this place that we’re talking about trying to get to? What can we do to help the people that we work besides to support them in their journey? Any of you. I’m gonna go for Jorge.

Jorge Arango: Well, the first thing that comes to my mind here is teaching, right? That’s something that is very big for me, and teaching requires you to be very conscious of how you respond to the things that are being presented to you by folks, and how their perception of who they are and what their level of ability is either reflects or doesn’t reflect on the work that they’re showing you, right? So, it … that calls for knowing how to create the space to give feedback in a way that is constructive and that allows folks to grow in positive directions, right? And I can tell you that it’s for, at least for me, not easy; it’s something that I have to work on, but it’s, I think, very important. And being in a teaching context, where I’m formally teaching students, is a way of exercising that particular muscle, which I appreciate tremendously.

Hawk (host): Awesome. Laura?

Laura Klein: Oh, I’m terrible at this. I mean, we’ve been talking about being self-aware; I am not good at this. I just am not … The one thing that I have gotten feedback from students of mine that, the one thing that I do right – and this is I think useful – is that I … In … For many people, not for all of them, they can tell that I care deeply about them as a person, so even if … and that I will often try to figure out what their superpower is and how … what they’re good at and just feel like, “Great, you’re doing that.” So I very much let people kind of run with stuff.

Laura Klein: But in general it’s a really hard thing to do. I tend to limit myself to working on small teams of people who are really good at certain things that I am not necessarily good at, so I can kind of go like, “Great, you’re in charge of that and I’m in charge of this, and let’s work together on this thing.” Because I know that that’s important, and I do care deeply about the people. Well, when I do care deeply about the people, they can tell. And for sure they can also sometimes tell if that’s not true, but … so, if you get feedback or if you give any kind of negative feedback, as long as they know that you love them, they will take it better.

Hawk (host): Yeah. [inaudible 00:57:57] and honesty, right? It’s just about having the courage to put ourselves out there and go, “Hey, I’m not very good at this,” or “Shit, I’m … [inaudible 00:58:08] struggling,” which kind of gives other people – I just swore – which gives other people the opportunities … I’m a Kiwi.

Laura Klein: [inaudible 00:58:18] bad influence.

Hawk (host): [inaudible 00:58:18] if she said that she doesn’t feel good about that, then, can you maybe, maybe it’s normal, and to give people the opportunity to go, “Hell, no one feels good all the time,” and making it a safe place to talk about those feelings, I think, is often a good way to support.

Hawk (host): Dan, do you want to add something? You’ve got two minutes. Can you do it?

Daniel Szuc: Sure, yes I can. There’s the me and the we within an – let’s do full circle, we’re back to the environment. There’s the me and the we. We’re on a call right now. We’re on a call that’s an environment in itself. There’s Laura, there’s Jorge, there’s Hawk, there’s Dan, and there’s someone behind the scenes, and there’s the people listening in, so it’s not just about you. It’s about the we. So I have found I have a habit of reading articles and sending articles to people to read; some of the people listening on the call know that I do this. Whether they read it or they don’t read it, I’m not entirely sure, but the act is to give, so it’s about them in the way, it’s about giving, it’s about creating a security and a trustworthiness within community, and I would say, to hand back to you, Hawk, I’d come back to the notion of UX Mastery is one place where – of a number places globally, in reference to UX – that is explicit and intentional in community-building, and that’s a great thing.

Hawk (host): I want to say thank you, again, for your kind words. [inaudible 00:59:55] that is the top of the hour, which means we’ve got to go. But thank you all so much. I really enjoyed today. It was good fun and I’ve [inaudible 01:00:04] learnt a lot. And thank you to those of you that were out there and listening and sharing your questions and your thoughts.

Hawk (host): So, we will compile this transcripts and post it on our blog next week, and also keep an eye out for the book because if you guys thought that these guys were good today, wait till you read all the other stuff they have yet to say.

Daniel Szuc: Cool.

Hawk (host): Thanks. Thank you.

Laura Klein: Thank you.

Jorge Arango: Thank you.

Daniel Szuc: Thanks a lot. Bye.

Jorge Arango: Bye.

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Birds Eye View (and WINNERS!) of our 2018 Readers Survey https://uxmastery.com/2018-readers-survey-roundup/ https://uxmastery.com/2018-readers-survey-roundup/#respond Sun, 16 Dec 2018 21:28:25 +0000 https://uxmastery.com/?p=70496 The results of our 2018 Readers Survey are in and we're grateful to have such an engaged community who are so willing to offer constructive feedback. Here is a roundup of learnings and an announcement of our prize winners!

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We ran our annual Readers Survey late last month. It was a chance to get an overview of our amazing community and to hear your opinions on what we’re doing. It’s always an eye opener, and it reignites our love of what we do. We love sharing these kinds of things with you, so grab a coffee and settle in…

Firstly, we were staggered (and honoured) to have heard from 250 of you. Thanks for taking the time to share your thoughts and ideas. Those insights are pure gold.

There were a few common themes that stood out.

You’re growing up!

Our audience (that’s you!) is noticeably maturing. We have a lot more mid–senior level practitioners reading our content, with just under 14% of respondents just starting out, and significant numbers in the 6+ year bracket. That is an expected change if we make the assumption that many of you have been with us throughout your UX journey, but it indicates to us that we need to ensure we create some more advanced content so that we cater to your changing needs.

Readers survey results graph
Our audience is maturing.

You love our content but our website needs some work

We hear ya, and we agree. Many of you have suggested that we make our content more searchable, and our IA more intuitive. You know that we have some gold hidden in our coffers that will make you rich, but you’re having trouble finding it. That makes a lot of sense to us and we’re thinking on ways to do just that. In good news, we’re currently undergoing a long overdue redesign of the site so keep your eyes peeled for that in the new year.

You didn’t know that we sold products

Deep down we knew this was a thing but we’re glad you’ve made us think on it. We’re pretty gun shy when it comes to marketing ourselves because we value our reputation and we don’t want to tarnish that. That said, we have some really amazing ebooks (see what I did there?) and it’s bordering on criminal not to make sure they’re on your radar, so we’ll work on making that more of a focus when we roll out the aforementioned site relaunch.

You either hold our community close to your heart or you’ve never heard of it

So this one surprised us a little. Community is at the very heart of what we do, so we need to get this sorted out. Those of you that are part of our forum community are full of praise, but a surprising number of you weren’t aware that we have an active community. We plan to surface some community content onto our new homepage and do something about advertising a little better in the coming months.

You need mentoring

We’ve always known how important the role of a UX mentor is and how difficult they are to come by, so it’s of little surprise that many of you would like us to solve that problem for you. We attempted to do that this year with our peer mentoring program on Slack, and while this program has been a huge success, it hasn’t quite filled the gap so we will put our thinking caps back on.

Winner, winner, chicken dinner

Every year we add a bit of a sweetener to our Readers Survey in the way of a competition. This year we awarded prizes for the best response to the following question: What could we do to make our content or offerings much better?

You had so many great ideas, but the one we loved best was from Canadian UXer Tess Good.

Tess said:

“I’d love a different approach to topic discovery – for [specific] topics. Give me a highly visible starting point and let me refine it as I go for my context. I [also] find the nav overwhelming and segmented in ways that aren’t helpful – when I have a question about research I want everything you’ve got (i.e. article, any resource type, training, etc).

Also I struggle with the UI – I use search to accomplish the above but find scanning the results really difficult.
Lots could be done with hierarchy and layout – even the way the text except wraps around the image in search results and article / resource lists is hard on the eyes. Shorter more curated excerpts would be dope. More results per page for quick scanning would be helpful.”

And here was her response when we told her she’d won:

“UX Mastery has been a huge asset to me as I made a career change to specialize in UX Strategy. Working in agencies I’m always tackling new things and need a flexible toolbox of techniques and approaches – the resources and articles UX Mastery curates continue to help me so much! Thanks for letting me weigh in on the web experience, I hope it benefits the community.”

We loved the feedback from runners’ up Marcelyn T, Liz and Joanne Ginnever.

Liz said:

“Better publicity. I receive your emails (and sign up for the Advent calendar every year), but aside from a few Q&A sessions, I didn’t know you had other coursework available. I’d love a brief weekly or bi-weekly newsletter with your offerings, maybe a reader-supplied tip or two, and user supplied art. I’d read it, and learn, both more about UX Mastery and UX in general.”

Marcelyn said:

“I will engage if I have people to talk to/be held accountable to. It would be interesting to bring different skill sets together – the HCD person (present!), the UI person, the product manager – around specific projects like pro bono work for a non-profit – so we could learn from each other and benefit others at the same time. If we posted our progress and artifacts on UX Mastery, we could build a story for the rest of the community to follow and boost engagement – sort of like an on-line reality show. I think this would work best if teams were based in the same time zone and could nominate and self-select into projects.”

Joanne said:

“There is a lot of stuff and if you are new to UX it is sometimes hard to know what it is you need to be looking for. It might be an idea to categorise content by what stage you are at e.g. UX beginner, UX genius… The Community element could be incorporated a bit more too, possibly have the latest question on the homepage which would draw users in and they could discover yet even more.”

So wrapping it all up…

We’re feeling pretty rapt (pun intended) that we have such an engaged community of readers who are so willing to jump in with constructive feedback and suggestions. If you were one of those people, we are incredibly grateful. If you weren’t, well, we love you anyway.

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A Roundup – Community Sketching Challenge https://uxmastery.com/community-sketching-challenge-2/ https://uxmastery.com/community-sketching-challenge-2/#respond Tue, 11 Dec 2018 21:00:13 +0000 https://uxmastery.com/?p=70429 The UX Mastery community have been sketching up a storm in the Official 100 Day Sketching Challenge. Here is a roundup of the results.

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Back in late August I announced that the UX Mastery community was about to embark on a 100 day sketching challenge.

We kicked things off on the very last day of August, and we followed Krisztina Szerovay’s awesome 100 days of Visual Library Building structure. The premise is that each day you sketch 3 objects, ultimately ending up with a huge visual library of 300 UX related icons or sketches.

We started off with a bang and I was incredibly impressed with the calibre of the drawing. We have some talented people in our community!

We learned some lessons along the way – primarily that 100 days is an unrealistic goal. We lost most participants after the first month. I travelled for work and couldn’t find time to participate and catching up seemed insurmountable. Next time I’ll set a more realistic goal.

In the end the pros outweigh the cons. Our motivations for taking part in the challenge differed and we all left with something of value, whether that is a resource for future work or a new skill.

Here is a roundup of the results.

Doug Collins' sketches
Doug Collins

I ended up using this challenge to get the creative juices flowing on days when I just wasn’t feeling it. Having an exercise that forces you to be creative, even for just a few minutes, helps a lot. Doug Collins

Ashley McKay's sketches
Ashlea McKay

I really enjoyed it! It was a fun way to just put something on a page without overthinking it. I felt the way it was run worked really well. People were kind, inclusive and supportive of the varied levels of ability. Ashlea McKay

Carlos’ sketches

For me it was a wonderful initiative. I always was waiting for the new concepts to draw. I’m very bad in sketching hehe but it doesn’t matter… @carlux

Luigi Rossini’s sketches

I always doodle, even now that I’m replying to this post. The initiative is great, please keep doodling, I see awesome stuff [here]! Dopamino

Sarah Hawk’s sketches

I can’t draw to save myself but I enjoyed the challenge and the camaraderie. Hawk

An Lev's sketches
Anastasiya Levchuk

I am not good at sketching and had to force myself to drawing because I felt I needed to develop this skill.  An Lev

Sketching is such a useful skill that I’m keen to keep the momentum going with new events and activities in future, but in the meantime here are some great resources to tide you over:

The post A Roundup – Community Sketching Challenge appeared first on UX Mastery.

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Transcript: Ask the UXperts: The simple philosophies for successfully delivering complicated experiences — with Patrick Quattlebaum & Chris Risdon https://uxmastery.com/transcript-simple-philosophies-for-successfully-delivering-complicated-experiences/ https://uxmastery.com/transcript-simple-philosophies-for-successfully-delivering-complicated-experiences/#respond Thu, 08 Nov 2018 04:06:55 +0000 https://uxmastery.com/?p=69687 Patrick Quattlebaum and Chris Risdon joined Hawk in our Slack channel to talk about some concepts from their book "Orchestrating Experiences". It was an awesome session. Here is the transcript.

The post Transcript: <em>Ask the UXperts:</em> The simple philosophies for successfully delivering complicated experiences — with Patrick Quattlebaum & Chris Risdon appeared first on UX Mastery.

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Customer experiences are increasingly complicated—with multiple channels, touchpoints, contexts, and moving parts—all delivered by fragmented organizations. How can you bring your ideas to life in the face of such complexity?  Rosenfeld Media – Orchestrating Experiences

We talked through this challenge with Patrick and Chris in our Slack channel today and it was an enlightening session. The questions were excellent, the advice practical and I came away feeling inspired to implement some changes into my own workplace.

If you didn’t make the session because you didn’t know about it, make sure you join our community to get updates of upcoming sessions.

If you’re interested in seeing what we discussed, or you want to revisit your own questions, here is a full transcript of the chat.

Transcript

hawk
2018-11-07 21:01
Show time

hawk
2018-11-07 21:01
First up, welcome to everyone that’s here.

hawk
2018-11-07 21:01
And a huge thanks for @risdon and @pq185 for giving time and wisdom today so that we can learn

hawk
2018-11-07 21:02
Chris and Patrick crossed our path recently when they published their new book https://rosenfeldmedia.com/books/orchestrating-experiences/

risdon
2018-11-07 21:02
Excited to be here!

pq185
2018-11-07 21:02
Hi everyone!

hawk
2018-11-07 21:03
Luke wrote a review of it here: https://uxmastery.com/book-review-orchestrating-experiences/
He’s a huge fan.

hawk
2018-11-07 21:03
Formal intros:

hawk
2018-11-07 21:03
Patrick Quattlebaum is a designer and teacher who gets up every morning to bring creativity, rigor, and humanity to problem-solving. He is the co-founder and CEO at Harmonic Design, a consulting firm based in Atlanta, GA, USA. Previously, he was principal designer at studioPQ, Managing Director at Adaptive Path, and Head of Service Design at Capital One.

hawk
2018-11-07 21:03
An expert in design strategy and service design, Patrick places a premium on pushing design practice to be more value-centered, collaborative, and iterative. He and his co-author, Chris Risdon, share their design philosophy and its practical applications in Orchestrating Experiences: Collaborative Design for Complexity.

hawk
2018-11-07 21:03
Chris Risdon is Director of Design for a peer-to-peer carsharing service, Getaround, and co-author of the book Orchestrating Experiences: Collaborative Design for Complexity.

hawk
2018-11-07 21:03
Previously, Chris was Head of Behavioral Design for Capital One and a Design Director for Adaptive Path, the pioneering experience design consultancy.

risdon
2018-11-07 21:03
Hello!

hawk
2018-11-07 21:03
Chris has introduced and advanced new methods in design, teaching thousands of design professionals and students. With a focus on designing complicated services and behavioral design, he has been published in a number of blogs, journals and magazines, as well as contributing to a number of books and articles. He’s spoken and taught workshops at conferences such as SxSW, UX Week, and IxDA’s Interaction Conference.

hawk
2018-11-07 21:04
And now I’ll be quiet and let the UXperts speak. Can you give us an intro to the topic please?

risdon
2018-11-07 21:04
Happy too!!

risdon
2018-11-07 21:05
The book we’ve written is fairly comprehensive.

risdon
2018-11-07 21:05
I don’t think we set out to make it so — we were after solving 3 challenges we were seeing in our work.

risdon
2018-11-07 21:06
Across our time together at a couple consultancies, plus in-house at a large financial institution…

risdon
2018-11-07 21:06
First, we noticed more than ever, good design at companies was a team sport.

risdon
2018-11-07 21:07
Specifically cross-functional. People were in rooms together, who weren’t normally in rooms together, trying to figure out hard customer/user problems. Not just IT, UX, Product, but operations, customer service and other functions across the org.

risdon
2018-11-07 21:07
So the first challenge was the challenge of working collaboratively in this new world — particularly where these groups of people didn’t share the same process or language, etc.

pq185
2018-11-07 21:08
Not to mention work should be fun!

risdon
2018-11-07 21:08
The second challenge we saw was what we were actually designing for. Moving from *just* single touchpoints — say, a single digital product. But instead for *experiences* that spanned time, space, and most importantly different touchpoints and channels. Call centers, digital products, physical environments.

risdon
2018-11-07 21:09
So we had more complicated experiences, with a collaborative cross-functional teams — those were the first two challenges. Once this group was in a room together solving for these complicated experiences, it brought about the third challenge we wanted to address in the book…

risdon
2018-11-07 21:10
The tools we use. We needed new tools, or to adapt the tools we use, or socialize existing tools with our new partners.

risdon
2018-11-07 21:10
By tools, I mean the methods, or process, or ways we approach solving for various parts of the problems.

risdon
2018-11-07 21:11
We wanted to address those three problems – and as Patrick chimed in — this needed to feel like a fun, rewarding, way to work, or it just wouldn’t stick.

pq185
2018-11-07 21:12
The companies I’ve worked with talk a lot about being collaborative, creative, and customer-centric… and about solving complex problems. But., they aren’t very good at.

risdon
2018-11-07 21:12
The hardest part was deciding what to include and what not to include, because there are already so many good approaches to solving various challenges in the design process. Determine what to highlight that specifically address those challenges of cross-functional teams, working collaboratively with new shared tools to solve those complex experience challenges.

risdon
2018-11-07 21:13
They just don’t know what it looks like.

pq185
2018-11-07 21:13
Orchestrating Experiences is about changing how we work together and changing how we look at what we are designing together.

jakkii
2018-11-07 21:14
Relatable

risdon
2018-11-07 21:14
One thing I think both Patrick and I are most proud of is, even though there’s a lot of content there, we specifically made it practical — we’ve included specific workshop guides so people can go into rooms with these teams and feel armed with how to facilitate and meet team objectives.

pq185
2018-11-07 21:15
Yes. There are many example of deliverables and artifacts, but our goal was to help you get people in a room (or virutally) and work on these challenges together.

pq185
2018-11-07 21:15
I just stepped out of workshop for this chat in which 10 people from different functions are collaborating for how to create a new service and they need to work differently to pull it off.

risdon
2018-11-07 21:16
We frame any artifact not as a deliverable, but as a tool, and specifically seek to have anything we make (experience map, service blueprint, storyboards) be intended to use as a working tool.

pq185
2018-11-07 21:16
Yes! The workshop I just mentioned is using a journey model to plan out how they will each contribute to each customer moment and the intended outcomes.

pq185
2018-11-07 21:17
How they are making meal together, not each bringing something to the pot luck. :slightly_smiling_face:

risdon
2018-11-07 21:17
The image Patrick posted above — of an experience map with the stickies on it — is an example of this. When we created it, we specifically went through a working session to align on what the opportunities were and what principles should guide different steps in the journey.

sarah.johnston
2018-11-07 21:18
@risdon – It seems like getting everyone in the same room together for a workshop when working on complicated experiences with a collaborative cross-functional teams seems like the key ingredient to success. I wonder if you could achieve the same success when you work with cross-functional teams that all live remote in different cities… :thinking_face:

hawk
2018-11-07 21:19
Ok – question time! Shoot…

risdon
2018-11-07 21:19
One thing to mention, we specifically wanted to blur the lines between UX, Service Design, and Customer Experience — all have influenced us and have important meaning and roles. In the case of this book, we just wanted to help designers of whatever tribe put these principles into action regardless of affiliation.

pq185
2018-11-07 21:20
And beyond designers. The goal was to propose common frameworks and language for the organization to truly collaborate around the same outcomes for customers, employees, and the business.

risdon
2018-11-07 21:20
Let me see if I’ll do this right…

@sarah.johnston asked… It seems like getting everyone in the same room together for a workshop when working on complicated experiences with a collaborative cross-functional teams seems like the key ingredient to success. I wonder if you could achieve the same success when you work with cross-functional teams that all live remote in different cities…

risdon
2018-11-07 21:22
The short answer yes! It can be a challenge, but definitely doable. We’ve set rooms up to help teams see each other, and had a home-base where the workshop was being facilitated.

risdon
2018-11-07 21:23
One of the keys is for remote participants to be prepped to still don some hands-on activities — such as writing things down on stickies.

glennveugen
2018-11-07 21:23
joining in from Amsterdam, been a while since I attended these talks :slightly_smiling_face:. @risdon @pq185 you mention you encourage the use of your artifacts as tools. How do you ensure these deliverables are actually used in the further stages of a project, i.e. the delivery phase?

tomstuder
2018-11-07 21:23
Do you use any collaborative software/apps to help facilitate workshops?

risdon
2018-11-07 21:23
Another are tools such as Mural (http://mural.co) and other virtual whiteboards, that allow collaboration.

hello207
2018-11-07 21:24
When I’ve done any kind of experience mapping in the past it’s always been with a particular user in mind that’s been backed up with qualitative research. If that kind of research is missing, and all we have is anecdotal experiences with the user is there any value in doing a service blueprint or journey map?

risdon
2018-11-07 21:25
@glennveugen First, we put a lot in the book, but we don’t prescribe that everything we cover needs to be in every project. So first is to make sure you’re only doing (and creating artifacts) that are needed. When someone says, we should do a journey map — ask what the purpose is for? Is it for organizational planning?

andrew.schadendorff
2018-11-07 21:25
@risdon @pq185 the biggest challenge I have at my company is getting stakeholders time and energy. What are your key tips for getting buy in across the organisation and linking these workshops to financial kpis?

risdon
2018-11-07 21:25
Or to understand the experience?

pq185
2018-11-07 21:25
@glennveugen you mention you encourage the use of your artifacts as tools. How do you ensure these deliverables are actually used in the further stages of a project, i.e. the delivery phase?

Often, the artifacts are tested out as a tool before being completed. It’s basically usability and usefulness testing. With experience maps, I often make an initial version, use it in a workshop, refine it, and then distribute with instructions on how to use in strategy and design activities. Testing it out also is a way of teaching people how to use them.

risdon
2018-11-07 21:25
Or to align people to get buy in on doing additonal work. When you determine that you can plan ahead on how you will use it as a tool to be a catalyst for the next steps.

pq185
2018-11-07 21:26
@glennveugen you mention you encourage the use of your artifacts as tools. How do you ensure these deliverables are actually used in the further stages of a project, i.e. the delivery phase?

The other appraoch is to create living documents rather than static ones. I’ve been experiement with digital tools that position blueprints or storyboards as objects that dowstream requirements and design artifacts are connected to.

risdon
2018-11-07 21:27
@hello207 When I’ve done any kind of experience mapping in the past it’s always been with a particular user in mind that’s been backed up with qualitative research. If that kind of research is missing, and all we have is anecdotal experiences with the user is there any value in doing a service blueprint or journey map?

risdon
2018-11-07 21:27
To answer your question @hello207…

zimmerman1181
2018-11-07 21:27
@risdon you said earlier “We frame any artifact not as a deliverable, but as a tool…” could you elaborate on that idea a little bit more, please?

risdon
2018-11-07 21:28
Re: Service Blueprint — yes! Service blueprints aren’t qualitative…they are about what are the processes, people, technology, to support a service. You can always do those, without research.

risdon
2018-11-07 21:29
Re: journey/experience map @hello207 — it is more of a challenge. What you can do is create a “proto” journey map — one framed specifically being from internal knowledge, but not fully fleshed with the qualitative and quantitative data you might need.

risdon
2018-11-07 21:29
And then you use that proto-map to highlight gaps in knowledge, and possibly get buy in to do focused research in that area.

risdon
2018-11-07 21:30
@zimmerman1181 you said earlier “We frame any artifact not as a deliverable, but as a tool…” could you elaborate on that idea a little bit more, please?

pq185
2018-11-07 21:30
@hey the biggest challenge I have at my company is getting stakeholders time and energy. What are your key tips for getting buy in across the organisation and linking these workshops to financial kpis?

When a culture is not used to collaborating, workshops can be challenging. It’s like going to the gym for the first time after sitting on the couch and watching TV for year.

With workshops, you have to design the experience before, during, and after to carefully set expectations on the benefits of blocking out a day and getting away from their devices. You have to ask for feedback throughout the session to ensure people are having a good experience. And then gaving participants help spread the word that’s it worth the time.

I’ve not had to develop specific KPIs. Typically, the word of mouth after a well designed workshop helps get more people interested in being in the next one.

sarah.johnston
2018-11-07 21:31
To piggyback off of this comment, any collaborative software/apps that might help facilitate workshops for remote teams?

risdon
2018-11-07 21:31
I mentioned a bit above @zimmerman1181 — but it’s planning ahead to determine and get alignment on why *exactly* you want to do an exercise that will produce a specific deliverable (why a persona, why a journey map, why a service blueprint), and once you know that, you can plan ahead what type of working session/workshop you might do once that’s produced in order to drive the next phase.

harpo
2018-11-07 21:31
To the above point, I work closely with engineering folks, and encounter sometimes severe cynicism or resistance to these types of show-and-tell exercises. Some will hate you for forcing them into any new bureaucratic process, they feel are a waste of time thereby undermining your future good will to GSD. How do we demonstrate ROI, or make the case for participation. Does it have to be top-down?

risdon
2018-11-07 21:32
An experience map can help determine where to prioritize opportunities, or define experience principles which will guide new solutions — so if you know your producing an experience map to be a catalyst for those things, you’re using that map as a tool.

pq185
2018-11-07 21:32
@zimmerman1181 you said earlier “We frame any artifact not as a deliverable, but as a tool…” could you elaborate on that idea a little bit more, please?

Often things—maps, blueprints, storyboards—are made to document previous activities, but they are also props to engage stakeholders in downstream activities. So, you have to think about not just how the artifact is used to understand previous thinking, but also as a way to support the next steps of design process.

risdon
2018-11-07 21:34
@harpo – to your question about resistance, it’s a good point. We definitely can’t prescribe a silver bullet for getting buy-in. You have to have people that are at least *a little* receptive to the idea of doing new thins in new ways to get to better outcomes — similarly when teams want to apply new approaches, like Lean, or Dual Track Agile, or JTBD — all new approaches that require buy-in.

dave
2018-11-07 21:34
@risdon @pq185 Have you found that you can apply experience mapping across orgs in all industries? Would it be specific/unique to that industry?

e.g. Non-profit would be different than Oil & Gas corp.

sarah.johnston
2018-11-07 21:34
@harpo I’m having the same problem at my organization… but it’s not just the devs, it’s the product owners that are driving our UX projects that don’t see value in workshops like these. They think it’s a waste of time unless additional requirements come out of them that they haven’t already documented from their “research”.

risdon
2018-11-07 21:35
But, it first has to start with conversations, and then ideally doing something really small, but with a measurable outcome. But I also try to develop a strategy for getting buy-in, give myself a timebox for seeing some results (say 6-9 months, since things can move slowly), and if I don’t get traction, I get a sense of whether this org will ever change. Sometimes change is just slow, other times its hard, and other times it just won’t happen.

pq185
2018-11-07 21:36
@harpo To the above point, I work closely with engineering folks, and encounter sometimes severe cynicism or resistance to these types of show-and-tell exercises. Some will hate you for forcing them into any new bureaucratic process, they feel are a waste of time thereby undermining your future good will to GSD. How do we demonstrate ROI, or make the case for participation. Does it have to be top-down?

To some degree, top down helps not in any particular instance of collaboration, but culturally in that each discipline should be experimenting with its practice to find new ways to be more effective and/or efficient. If there isn’t support/expectation of continually improving how you work, then you do risk resistance when you try to.

The other thing to keep in mind is to be clear about which methods are to support what outcomes. To zoom out and look at the journey of the customer when the product team focuses on one small part does require the right buy in for the value of zooming out.

risdon
2018-11-07 21:37
@harpo if you work in a product-centric environment, then the most important person to get buy-in from is your product manager. If you can find something small, but with a measurable outcome, then they will often buy-in.

pq185
2018-11-07 21:38
@dave Have you found that you can apply experience mapping across orgs in all industries? Would it be specific to that industry? e.g. a non-profit would be different than an Oil & Gas corp.

Experience mapping is a very felxible approach that is about experience over time. As long as you have a person who experience crosses channels and touchpoints and whose context is greater than just the product or service (it always is), then experience mapping can be valuabel exercise.

risdon
2018-11-07 21:39
@dave Have you found that you can apply experience mapping across orgs in all industries? Would it be specific to that industry? e.g. a non-profit would be different than an Oil & Gas corp.

I think yes, it can be — the key is if there’s a journey to support. For example, pure digital products that want eyeballs — like Twitter, or Slack, etc. — may/may not need a journey map. But things that have operations, or an array of touchpoints (digital app, website, mailed bills, customer service) often can benefit from understanding the experiences people have with the product/service over time. It may not always feel like a linear journey, but it can benefit mapping out what people are thinking, feeling, and doing at different times.

hawk
2018-11-07 21:39
We’re at the end of the question queue. Keep ’em coming.

harpo
2018-11-07 21:39
@risdon I agree with the methodology, I think it’s a positive net result. Just wondering if there are studies that prove it changes culture, in terms of either employee evaluation, or just bottom line profit, or shorter time to market. Thank you for your tips and presentation, good food for thought

sarah.johnston
2018-11-07 21:40
@risdon – if you ever discover a silver bullet for this, I’d love to know! :wink:

risdon
2018-11-07 21:40
One way, from a UX perspective, is to think about empathy maps — which can often help understand what someone is experience at a certain moment or environment…

risdon
2018-11-07 21:41
Once you know you have many of these (when someone onboards, when someone pays a bill, when someone calls, when someone checks out on the app), you can imagine having some understanding of this string of empathy maps to tell a larger story.

pemarroquin
2018-11-07 21:42
I think workshops should be part of the research, I’ve had experiences where admins and other professionals, share their experiences with much greater details in group. I think is because people like telling stories.

pemarroquin
2018-11-07 21:43
Love that everything discussed is pure design thinking

pq185
2018-11-07 21:43
@pemarroquin yes, and it’s also about systems thinking.

risdon
2018-11-07 21:43
That’s a good question @harpo — I don’t have any studies on that. I have found people love working with each other and enjoy breaking some silos, but no specific studies. Related, there is a book called Outside-In, focused on Customer Experience, that does cite studies showing customer-centric companies do better on the stock market. I cite that a lot for evidence of being more human-centered.

pq185
2018-11-07 21:44
@pemarroquin when you start digging into ecosystems and organizational culture, you’re really going beyond design thinking and crossing over into some other methods and toolkits.

risdon
2018-11-07 21:45
One reason we’re a fan of the journey framing is because it can be this hub of empathy, understanding, and strategy — we have found that different parts of an organization are experts at a distinct part of the system/experience, but everyone lacks a holistic view. When you get people aligned on a journey, they can see the whole, and how their part is connected to, and influences, the other parts.

risdon
2018-11-07 21:46
That will lower silos just a bit.

pemarroquin
2018-11-07 21:46
That’s interesting! @pq185 the need of both worlds so the output’s quality can be assured

risdon
2018-11-07 21:47
Then when you’ve aligned on what people are experiencing — what people are thinking, feeling, and doing — across that journey, you can zoom in — design a specific touchpoint with better understanding of context, and how it’s connected to what happens before it, and after it…

risdon
2018-11-07 21:47
Or zoom up, and have more insight to help planning, roadmapping, having conversations with parts of the org for solutins that are dependent on each other, or start to transform/change the org.

risdon
2018-11-07 21:48
Depending on what area of focus you are responsible for.

risdon
2018-11-07 21:49
What hasn’t come up yet, is downstream — really getting a shared ‘north star’ — as people need to go to their silos to execute, if you all share in understanding what future you are heading towards, you can make better independent decisions as you go to your respective areas to execute.

pq185
2018-11-07 21:49
levels of zoom is a powerful conceptual model we talk a lot about in the book. our former colleague, Brandon Schauer, wrote a nice medium post about the topic. https://medium.com/@brandonschauer/design-leadership-tricks-zoom-out-1x-33017513c650

hawk
2018-11-07 21:49
I can imagine that sometimes bringing cross functional teams together to collaborate could result in frustrations. e.g. “the developers aren’t really listening to me”. Is the outcome of this kind of work always positive in your experience?

risdon
2018-11-07 21:50
Nice question @hawk If you start asking people to show up to working sessions without getting buy-in or prepping them for what the larger purpose is, then you can really have a negative experience.

risdon
2018-11-07 21:51
One reason to start small, you can tackle principles and activities from the book in as little as two weeks.

pq185
2018-11-07 21:51
@hawk it’s a bell curve with participants. not everyone is an innate or positive collaborator. so you always run into some friction. In the grand scheme of things, collaboration as a skill is more and more expected in organizations. You have to push against the business as usual and keep modeling how we should work. it will be good for your career.

hawk
2018-11-07 21:52
Ok everyone, we have 5 minutes left in the session! (Where has that hour gone?)
Any last questions? Now’s your chance…

pq185
2018-11-07 21:53
@hawk the other thing to keep in mind that collaboration and innovation require different people to participate. it shouldn’t just be product and developers. experiences are bigger than product and technology so it’s best to have other functions involved.

risdon
2018-11-07 21:53
There are also ways to bring people along for the ride. I have been surprised how many developers ask to sit in — as a notetaker — on customer interviews. If they have zero interest, that will tell you a lot. If they are interested, then that’s a great first activity for them to get exposed to this part of the design process, without really affect anything in their day-to-day work.

sarah.johnston
2018-11-07 21:53
How would you recommend bringing cross-functional teams together when those teams work remote in different cities? I feel like that adds to the challenge significantly.

hawk
2018-11-07 21:54
Good question!

hawk
2018-11-07 21:54
My org is fully distributed

innerpeacesjc
2018-11-07 21:55
Thanks for your insights! I was wondering if you have any book recommendations on this topic. Thanks!

zimmerman1181
2018-11-07 21:55
What kind of expectation setting do you do or “pre-work” do you have folks do prior to workshops?

risdon
2018-11-07 21:56
It is definitely a challenge @sarah.johnston — it adds to the difficulty. One way I have started small is to use a tool like Mural to do sprint retros — it gets everyone used to collaborating on a document (or in a virtual space) together, instead of editing a Paper/Google doc, or watching someone update a Confluence page…

pq185
2018-11-07 21:56
@sarah.johnston video meetings with screen sharing is a key. having facilitators in each location also helps. also having people work on paper tools and then sending to one location to print and display; or using tools like Mural for building things together.

sarah.johnston
2018-11-07 21:56
Also, like others that have mentioned in this thread, in addition to dealing with the challenge of working with cross-functional remote teams, I too am dealing with resistance with getting stakeholders to participate in collaboration activities such as workshops. Our product owners think workshops like journey mapping and especially empathy mapping are a waste of time :disappointed:

risdon
2018-11-07 21:57
As they do something small in that virtual space, it won’t be so abstract to say you’re going to review a journey map there, and everyone will label what they see as an opportunity area, and then to do a prioritization on opportunity areas (as an example of something I’ve done recently)

pq185
2018-11-07 21:57
@sarah.johnston
REMOTE WORKSHOPS
Before moving on to the last workshop of the book, I’d like to put in a good word for remote workshops. While it’s more effective to get people in a room together to collaborate, your timeline or budget may not accommodate this idea. Here are a few tips when you need to go remote:

Keep it hands on. While remote collaboration tools (in which you type and move objects around digitally) have some benefits, they lack the tactile interactions that come with analog tools. A better approach is to use video to see one another and show your work, while still having people work through exercises with paper tools.

Give yourself more time for activities. Everything takes longer to do in remote sessions due to lagged communications and synthesis steps that require more time in this format. You may have to split what would be one in-person workshop into a couple of shorter sessions to keep peak focus, energy, and attention.

Design templates. Without you in the room, people need more instruction and structure to work effectively. For this reason, avoid blank sticky notes as much as possible. Design simple templates with instructions that help people understand the form their ideas should be documented in.

Leverage mobile phones or scanners. Many ideation methods follow a generation and then evaluation cadence. In remote sessions, have participants work individually and then send in photos or scanned documents of their work. Give them a break, and then magically print and cut their work and place it on a large board. You can then walk through the items on camera, moving and organizing them as people give input and see the results.

Train cofacilitators. If possible, assign and prep cofacilitators at each stakeholder location.

sarah.johnston
2018-11-07 21:58
@pq185 – Thanks for the tip. I feel like we need to hone in on a good collaboration video sharing software that aids collaboration and do testing prior to make it easier for remote teammates to participate in the workshop activities.

zimmerman1181
2018-11-07 21:58
other than their’s of course. Haha. :joy:

pemarroquin
2018-11-07 21:59
Nice @pq185 ! :ok_hand::skin-tone-2::clap::skin-tone-2::clap::skin-tone-2:

sarah.johnston
2018-11-07 21:59
@pq185 – Thanks for providing this info!

risdon
2018-11-07 21:59
I wish I had a silver bullet for that @sarah.johnston I feel your pain. I’ve been fortunate to have success with this, but I haven’t had success every time. Earlier I mentioned, you likely need to define a strategy for getting people to buy into it, and give yourself a timeframe. 6 months? 12? you’ll determine. There are cases where an org just isn’t receptive to change. You need buy-in *somewhere* — the middle (product managers, team leads, etc.) or from the top. You try small, with little impact to the status quo, and if you can’t get traction over a certain time, there is a point where the org may just not accept that change.

hawk
2018-11-07 22:00
Ok team, we have time for Yancy’s question and then we’ve hit the top of the hour!

zimmerman1181
2018-11-07 22:01
I’m also ok if you just hit up @innerpeacesjc’s question about book recommendations.

pq185
2018-11-07 22:01
@zimmerman1181 What kind of expectation setting do you do or “pre-work” do you have folks do prior to workshops?

It depends on the session, but a minimum is prepping them for what inputs are being leveraged for the session. Distributing prior research, for example. Sometimes, I also assign so solo activities to bring to the session. Such as bringing in ideas based on a prompt.

sarah.johnston
2018-11-07 22:01
@risdon – That’s the sad truth!

pq185
2018-11-07 22:02
Book recommendations:
Meeting Design
Service Design Thinking
Service Design Doing

risdon
2018-11-07 22:02
Living in Information (Jorge Arango)

pq185
2018-11-07 22:03

pq185
2018-11-07 22:03
Given all the questions about creating engaging sessions!

risdon
2018-11-07 22:03
I’ve got one more tip for getting buy-in…

hawk
2018-11-07 22:03
We had Jorge in this channel last week.

hawk
2018-11-07 22:04
The transcript of that session is here https://uxmastery.com/transcript-living-in-information/

risdon
2018-11-07 22:05
If you’re working with product people, they are often data centric. If you’re expecting them to buy into your human-centered tolls and processes, you should meet them halfway, and buy into their data analytics. Bone up on data analysis and business intelligence, so you can speak their language, and they will likely relate to you and see you aren’t saying that they’re doing something wrong and you want to introduce something right, but that you both share in expanding your toolkit for better outcomes.

hawk
2018-11-07 22:05
Excellent tip!

hawk
2018-11-07 22:06
Thanks so much for that (and all the other wisdom shared today).

hawk
2018-11-07 22:06
It’s been an honour to have you both here.

hawk
2018-11-07 22:06
I’ve learned a lot.

pq185
2018-11-07 22:06
Ok gang, I have to get back to a workshop

risdon
2018-11-07 22:06
I enjoyed this a lot!

harpo
2018-11-07 22:06
Thank you!

The post Transcript: <em>Ask the UXperts:</em> The simple philosophies for successfully delivering complicated experiences — with Patrick Quattlebaum & Chris Risdon appeared first on UX Mastery.

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Transcript: Ask the UXperts: Living in Information — with Jorge Arango https://uxmastery.com/transcript-living-in-information/ https://uxmastery.com/transcript-living-in-information/#respond Thu, 18 Oct 2018 23:49:26 +0000 https://uxmastery.com/?p=68923 Jorge Arango joined our community on Slack to take a deep dive into his book "Living in Information". If you missed the session fear not – read more for the full transcript.

The post Transcript: <em>Ask the UXperts:</em> Living in Information — with Jorge Arango appeared first on UX Mastery.

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It’s been a long time between drinks, but today our Slack channel lit up with an interesting Ask the UXperts session led by Jorge Arango, author of Living in Information.

Jorge explained that over the past couple of decades we’ve been moving many of our key social interactions from the places where we have experienced them in the past — physical environments — to a new type of environment: one we enter through these “small glass rectangles we carry about in our pockets”.

In Jorge’s words, those of us who design these new “user experiences” have greater responsibility — and greater agency — than designers who’ve come before. As such designers, Jorge urged us to think about _How might we design information environments that better support our needs as a society in the long term?_

If you didn’t make the session because you didn’t know about it, make sure you join our community to get updates of upcoming sessions.

If you’re interested in seeing what we discussed, or you want to revisit your own questions, here is a full transcript of the chat.

Transcript

hawk
2018-10-18 22:03
First up, thanks so much for your time today @jarango – we’re lucky to have you

jarango
2018-10-18 22:03
Thanks @hawk! I’m excited to be here.

hawk
2018-10-18 22:03
The formal intro: Jorge Arango is an information architect and strategic designer. He partners with product, design, and innovation leaders to create digital places that make people smarter. In addition to his consulting practice, Jorge also teaches, writes, and speaks at global design conferences.

hawk
2018-10-18 22:03
Jorge is the author of Living in Information: Responsible Design for Digital Places. You can find it on Rosenfeld Media or Amazon.

hawk
2018-10-18 22:03

hawk
2018-10-18 22:04

hawk
2018-10-18 22:04
And that’s the basis of our talk for today.

hawk
2018-10-18 22:04
@jarango over to you. Give us some context around the book and the topic.

jarango
2018-10-18 22:04
Thanks

jarango
2018-10-18 22:05
And thanks to everyone who’s sharing this space with us.

jarango
2018-10-18 22:06
Let me start by introducing myself. My background is in architecture (as in the design of buildings.) But I’ve been in (what we now call) UX for almost 25 years.

jarango
2018-10-18 22:08
Back in the mid-1990s a book came into my life that changed the course of my career. It was Richard Saul Wurman’s _Information Architects_. https://www.amazon.com/Information-Architects-Richard-Saul-Wurman/dp/1888001380/ref=sr_1_2?ie=UTF8&qid=1539900476&sr=8-2&keywords=information+architects

jarango
2018-10-18 22:08
The cover of that book has a definition of what an information architect is that resonated with me.

jarango
2018-10-18 22:09
However, the content of the book wasn’t exactly what I was into at the time.

jarango
2018-10-18 22:10
The book highlighted people from various fields who were “making the complex clear.”

jarango
2018-10-18 22:10
I was designing websites at the time. The connection between designing websites and making the complex clear was obvious, and there were some folks featured in the book who were doing that.

jarango
2018-10-18 22:11
However, a couple of years later another book came out with a similar title which was much closer to what I was doing.

jarango
2018-10-18 22:12
1998. Twenty years ago!

jarango
2018-10-18 22:13
In any case, I identified much more closely with the focus of this book: it had some of the stuff Wurman was talking about, but applying it to the work I was doing.

jarango
2018-10-18 22:13
Information architecture became the focus of my career.

jarango
2018-10-18 22:14
(Sidebar: A few years ago I had the privilege of collaborating with Lou Rosenfeld and Peter Morville on producing the fourth edition of the polar bear book.)

jarango
2018-10-18 22:15
In any case, I’ve done most of my work in Panama (where I’m originally from). A few years ago, my family and I decided to move to northern California. Before the move, a friend from the IA community said, “You know, IA isn’t talked about much here.”

jarango
2018-10-18 22:15
I was flabbergasted.

jarango
2018-10-18 22:16
How could this be? This is where the digital systems that are turning the world upside down are being built!

jarango
2018-10-18 22:16
Fast forward a few years…

jarango
2018-10-18 22:17
In the fall of 2016 I gave two keynote presentations in a three week period. The first was in Santiago, Chile, and the second was in Rome. The week between these two trips was when the U.S. Presidential election was decided.

jarango
2018-10-18 22:18
It was a very interesting time.

jarango
2018-10-18 22:19
That summer, the U.K. had voted to leave the European Union. A momentous decision!

jarango
2018-10-18 22:21
Regardless of where you stand politically, it’s pretty clear that something disconcerting has happened to our ability to hold civic discourse.

jarango
2018-10-18 22:21
Are you with me so far?

jarango
2018-10-18 22:22
Here’s the thing.

jarango
2018-10-18 22:22
I thought I left architecture 25 years ago. But over time it’s become clear to me that I never did.

jarango
2018-10-18 22:24
Over the past couple of decades we’ve been moving many of our key social interactions from the places where our species has experienced them thus far — physical environments — to a new type of environment: one we enter through these small glass rectangles we carry about in our pockets.

jarango
2018-10-18 22:25
We are having this conversation in such an environment.

jarango
2018-10-18 22:25
It’s an interesting thing.

jarango
2018-10-18 22:26
In any case, I’m not here to teach you marketable skills. :slightly_smiling_face: My aim is to get you to understand what you do a bit differently. To reframe the work.

jarango
2018-10-18 22:27
Because software is eating the world, as Marc Andreessen has said. And those of us who design “user experiences” have greater responsibility — and greater agency — than designers who’ve come before.

jarango
2018-10-18 22:28
So I want to share with you the question that drives my work (and my new book): _How might we design information environments that better support our needs as a society in the long term?_

jarango
2018-10-18 22:29
It’s pretty clear that “move fast and break things” isn’t doing it.

rvaelle
2018-10-18 22:29
:+1:

treyroady
2018-10-18 22:30
It becomes “break people” after a bit, doesn’t it?

jarango
2018-10-18 22:30
It this was a presentation, I’d need a drink of water about now.

jarango
2018-10-18 22:30
:slightly_smiling_face:

jarango
2018-10-18 22:30
In any case, you won’t be surprised to learn that I think that information architecture holds good answers to this question.

hawk
2018-10-18 22:31
Would you like us to throw some questions at you?

jarango
2018-10-18 22:31
Happy to entertain questions at any time.

lukcha
2018-10-18 22:31
True dat

hawk
2018-10-18 22:32
Great. you heard the man!

treyroady
2018-10-18 22:32
What are the 3 biggest things that information architecture has leverage on improving for society?

treyroady
2018-10-18 22:32
:sunglasses:

jarango
2018-10-18 22:32
@treyroady that’s an excellent question

jarango
2018-10-18 22:33
There are two areas of focus that information architects (and architects before them) are particularly adept at: structures and systems.

jarango
2018-10-18 22:34
Thinking structurally and systemically is essential if you are to minimize the risk of having to face unintended consequences.

jarango
2018-10-18 22:35
There’s a third area of focus which IAs haven’t paid as much attention to in the past — something I’m hoping to change. And that’s sustainability.

jarango
2018-10-18 22:35
Structures and systems change over time. We want them to evolve in ways that help them serve our needs. That requires that we start thinking sustainably.

rvaelle
2018-10-18 22:36
Can you give an example?

crystal
2018-10-18 22:37
This is especially true twitch AI coming into the picture

crystal
2018-10-18 22:37
I’ve heard it described as a move from taxonomies to ontologies regarding ia

jarango
2018-10-18 22:37
Let me dive a bit deeper before giving examples.

jarango
2018-10-18 22:37
Are you familiar with Stewart Brand’s concept of pace layers?

jarango
2018-10-18 22:38
This is a fascinating — and important — idea: some things in the world are composed of things that change at different rates, some faster than others.

jarango
2018-10-18 22:38
It’s true of buildings (as Brand pointed out in his book _How Buildings Learn_.)

cboyer
2018-10-18 22:39
IA has always felt divergent -> convergent and top down. Are there any tools for architects in recognizing patterns and guiding systems in machine learning?

jarango
2018-10-18 22:39
It’s also true of civilizations (what the diagram above is about.)

cboyer
2018-10-18 22:39
I recognize this is probably too big a question :slightly_smiling_face:

jarango
2018-10-18 22:39
@cboyer that’s an important observation. We’ll get to it.

jarango
2018-10-18 22:41
For the person who expressed confusion at the diagram above, perhaps this one is easier to grok:

treyroady
2018-10-18 22:41
Well, *I’m* certainly interested.

jarango
2018-10-18 22:41
That’s from Brand’s _How Buildings Learn_.

jarango
2018-10-18 22:41
The idea is that buildings are composed of layers that change at different rates.

jarango
2018-10-18 22:42
The site (the ground) the building is built on changes more slowly than services (like plumbing, for example.)

jarango
2018-10-18 22:42
“Stuff” is things like furniture. Super easy and cheap to move around.

jarango
2018-10-18 22:42
In any case, there are things in the world that change like this.

jarango
2018-10-18 22:43
Understanding this is important, especially if we’re aiming to make things that support our needs in the long term.

jarango
2018-10-18 22:43
In the first pace layer model I posted, the slowest changing layer is labeled “Nature.” Think our biological composition. It changes very slowly!

jarango
2018-10-18 22:44
Whereas something like fashion or art change very quickly.

jarango
2018-10-18 22:44
In the middle you have things like governance structures, infrastructure, and commerce.

jarango
2018-10-18 22:44
All changing at different rates.

jarango
2018-10-18 22:45
Brand offers a great insight here that can help us design things that support our needs better in the long term…

jarango
2018-10-18 22:46
The civilizations that last are the ones that strike a good balance between the fast-changing layers at the top and the slow changing layers at the bottom. This is because _the fast changing layers are where civilizations learn new things, and the slow changing layers are where they remember the things that are worth while_. The ones that stand the test of time. (Literally.)

jarango
2018-10-18 22:46
With me so far?

treyroady
2018-10-18 22:47
But what about the interaction between governance, infrastructure, and commerce? Could you say that our governance shift is due to a large shift in infrastructure and commerce as well?

jarango
2018-10-18 22:47
They all interrelate with each other.

jarango
2018-10-18 22:48
We’re living in a period when many of these layers are changing faster than before and going through tremendous disruptions.

jarango
2018-10-18 22:48
I’d love to dive deeper into that, but I have another model to share with you.

jarango
2018-10-18 22:49
This is a pace layer model for what we call “UX design.”

jarango
2018-10-18 22:50
As with Brand’s model, the fastest changing layer is the one on top.

jarango
2018-10-18 22:50
That’s what we usually work on. You can think of it as UI.

jarango
2018-10-18 22:50
Buttons, screens, voice interactions, etc.

jarango
2018-10-18 22:51
You will notice I’ve separated structure from form.

jarango
2018-10-18 22:51
There’s a reason for that.

jarango
2018-10-18 22:51
As with buildings, structure in our work tends to change more slowly that the surface design of UIs.

jarango
2018-10-18 22:52
When I worked on the fourth polar bear book, I had to go through the entire book updating the examples. Some of those screenshots were a decade old. The UIs had changed a lot. But when you looked at the navigation bars, you could recognize that they were the same structure.

jarango
2018-10-18 22:53
In any case, the real power resides in the lower — slower — layers.

jarango
2018-10-18 22:53
As designers, we must be cognizant of the model, and understand what the role of our work is vis-a-vis the real power that drives it.

hawk
2018-10-18 22:54
@jarango Before we run out of time can we jump back and revisit @cboyer’s question:
IA has always felt divergent -> convergent and top down. Are there any tools for architects in recognizing patterns and guiding systems in machine learning?

jarango
2018-10-18 22:54
Yes.

cboyer
2018-10-18 22:54
For those of us who have have seen the cycles, this is very true.

jarango
2018-10-18 22:54
Thanks for bringing it back

jarango
2018-10-18 22:55
The reason I wanted to share the model was because we need to start thinking of things like machine learning in terms of structure and form, and what those structures and forms are in service to.

jarango
2018-10-18 22:56
Architects (the building type) are not form designers primarily. They help clients _frame the problem_. The client may know they want to build a shopping mall, but often lack the tools for defining what the _program_ for a shopping mall should be. That’s part of what we need to take on.

jarango
2018-10-18 22:57
Architecture has a long tradition of adapting forms and structure to contextual conditions and new technologies.

jarango
2018-10-18 22:58
The top-down impression comes from the “starchitects” that are most famous. But much of our lives happens in buildings that are much more responsive to contextual conditions than that sort of work.

cboyer
2018-10-18 22:58
I agree. I’ve been fortunate to lead both product design and data product / machine learning initiatives. Design is rarely if ever at the table for machine learning initiatives, and we have much to offer in framing what we want to know and more importantly, what is discovered

jarango
2018-10-18 22:59
Not sure I answered the question specifically — as Clyde said, it is somewhat broad.

jarango
2018-10-18 22:59
In any case, I want us all to think more architecturally. But that doesn’t necessarily mean top-down.

cboyer
2018-10-18 22:59
I’ll post my comment in the main thread. And thanks for diving in on this. agree. I’ve been fortunate to lead both product design and data product / machine learning initiatives. Design is rarely if ever at the table for machine learning initiatives, and we have much to offer in framing what we want to know and more importantly, what is discovered

jarango
2018-10-18 23:00
Design is making the possible tangible.

jarango
2018-10-18 23:00
And the possible can now lead down unimaginable paths.

treyroady
2018-10-18 23:00
@cboyer: that experience might be worth a good read, if you write it up :slightly_smiling_face:

jarango
2018-10-18 23:00
Our role is to help people envision what that could be.

cboyer
2018-10-18 23:00
We need to be at the table with the data scientists

jarango
2018-10-18 23:00
And the consequences.

hawk
2018-10-18 23:01
As much as I hate to do this, we’ve hit the top of the hour.

jarango
2018-10-18 23:01
:disappointed:

hawk
2018-10-18 23:01
If you want to keep talking @jarango there is no reason at all that you can’t…

jarango
2018-10-18 23:01
I can hang out for a few more minutes.

cboyer
2018-10-18 23:01
I’m notoriously lazy about writing. I tend to do stuff and then jump to the next thing. But this is a topic that has been weighing on me quite a bit.

hawk
2018-10-18 23:01
But you’re free to go if you need to!

hawk
2018-10-18 23:01
Excellent.

jarango
2018-10-18 23:01
It’d be great to hear from other folks.

hawk
2018-10-18 23:02
Agreed. does anyone have something to throw into the ring?

cboyer
2018-10-18 23:02
Thanks so much. You’re book is fantastic by the way and I can’t recommend it enough.

treyroady
2018-10-18 23:02
Well, I can say that I’m working at a very AI / ML heavy company right now, and I could potentially benefit a lot from any major mistakes you made

nwhysel
2018-10-18 23:03
Sounds like we are moving into issues of ethics. Especially in ML.

holliedoar
2018-10-18 23:03
I’d be really interested to hear any examples of IA being used to shift those slower layers as I definitely agree that its where the power is

maadonna
2018-10-18 23:03
Random thought – designers/uxers (whatever we call ourselves now) could do with a better understanding of things like domain and content modelling. That structure layer is a better place to focus than on the form layer. Unfortunately I see lots of focus on the form and little on the deeper layers

jarango
2018-10-18 23:04
@maadonna Bingo

jarango
2018-10-18 23:04
Part of it is due to the fact that structure is abstract.

maadonna
2018-10-18 23:04
And sometimes hard :slightly_smiling_face: And not pretty

jarango
2018-10-18 23:04
People don’t like abstraction. It makes them nervous.

jarango
2018-10-18 23:04
(Especially stakeholders.)

jarango
2018-10-18 23:04
They want to know what things are going to _look like_.

maadonna
2018-10-18 23:05
The other kind of related thing here – AI/ML is all about making models of the world. They are also in that structure layer

jarango
2018-10-18 23:05
@holliedoar as you may imagine, it’s easier to point to change happening in the opposite direction.

maadonna
2018-10-18 23:05
And if AI/ML folks make the wrong model (because they used history as training data) they screw up everything, but it’s already embedded

jarango
2018-10-18 23:06
I remember years ago seeing a presentation about a redesign for a publication’s website. I think it was a magazine.

jarango
2018-10-18 23:07
The navigation structure had been completely changed to conform to what the ad sales team could sell, as opposed to what made the magazine special.

jarango
2018-10-18 23:07
But remember: the fast layers are also where we can _experiment_ with things.

jarango
2018-10-18 23:08
It’s easier to try out new forms (and structures) than new strategies.

jarango
2018-10-18 23:08
Or the sales org. :slightly_smiling_face:

cboyer
2018-10-18 23:08
Choosing the wrong model is a problem. Developers find they like their one hammer and use it on everything. A lot of success seems to come from experience and intuition, similar traits as the most effective designers.

jarango
2018-10-18 23:08
As designers, understanding this can mean that we can provide more value. Not just to our organizations, but to society more broadly.

jarango
2018-10-18 23:10
Any more thoughts/observations? (I must jump off in a few minutes, alas.)

maadonna
2018-10-18 23:10
I must find my copy of How Buildings Work :slightly_smiling_face:

jarango
2018-10-18 23:10
A great book!

jarango
2018-10-18 23:11
Also check out Brand’s _The Clock of the Long Now_

nwhysel
2018-10-18 23:11
Thanks, Jorge!

crystal
2018-10-18 23:11
Governance is becoming critical for benefits to society with information environments and creating safe information environments

hawk
2018-10-18 23:11
I want to say another huge thank you for your time and wisdom Jorge.

The post Transcript: <em>Ask the UXperts:</em> Living in Information — with Jorge Arango appeared first on UX Mastery.

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Community Sketching Challenge https://uxmastery.com/community-sketching-challenge/ https://uxmastery.com/community-sketching-challenge/#respond Fri, 31 Aug 2018 04:51:39 +0000 https://uxmastery.com/?p=67927 Join Hawk and the amazing UX Mastery community as they embark on a fun 100 day sketching challenge.

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I AM EXCITED!

Our community have decided to embark on a 100 Day Sketching Challenge and we’d love you to join us.

Rather than reinventing the wheel we’re going to follow Krisztina Szerovay’s awesome 100 days of Visual Library Building structure. The idea is that we develop (or hone) our sketching skills, build a fantastic UX visual library that we can utilise in our future work, and have some fun. Krisztina lists a whole lot more benefits in her Medium article.

How it works

Starting this Monday 3 September I will post 3 objects or concepts related to UX each day into this planning topic on our community forums. You can follow along at a pace that suits you. That may mean sketching each day or it may mean catching up on the weekend. There are no rules. We encourage you to share your work in the topic if you’re comfortable doing so. We can all encourage each other.

Sketching Resources

Here are a few resources to get you started. If you’re new to sketching for UX I’d strongly recommend watching this excellent prep video from Dave Gray: Visual Thinking Basics

Krisztina has also created some amazing sketching resources. She publishes a free UX Knowledge Base Sketch each week at https://uxknowledgebase.com/ and has an excellent course on Udemy called Sketching for UX Designers. She has kindly created a $9.99 coupon code especially for the UX Mastery community. You can take advantage of that here.

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Review: User Research – Methods and Best Practices by Interaction Design Foundation https://uxmastery.com/review-user-research-methods-and-best-practices-by-interaction-design-foundation/ https://uxmastery.com/review-user-research-methods-and-best-practices-by-interaction-design-foundation/#respond Thu, 12 Jul 2018 06:05:13 +0000 https://uxmastery.com/?p=66681 Hawk recently dipped her toes into an Interaction Design Foundation training course and she was hooked. Read about her experience here.

The post Review: <em>User Research – Methods and Best Practices by Interaction Design Foundation</em> appeared first on UX Mastery.

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This is a review of the online course User Research – Methods and Best Practices by Interaction Design Foundation.

This course was reviewed before we became an approved educational partner of The Interaction Design Foundation. As an educational partner we offer %25 off your first year of membership with The Interaction Design Foundation.

This is part of our series of reviews of online UX courses. Read some of our other reviews or see our full list of online UX courses.

Course Information

  • Course Name: User Research – Methods and Best Practices
  • Creator: Interaction Design Foundation
  • Length: The estimated time to complete this course is a total of 13 hours 22 mins spread over 9 weeks.*
  • Intended Audience: This is an intermediate-level course recommended for anyone involved or interested in product design and development.
  • What You’ll Learn: What qualitative research is, how you can incorporate it into your own design process, and how to plan and carry out a range of research projects.
  • Assumed Knowledge: Some basic knowledge of UX and research principals would be useful, but the course is intuitive enough for a beginner to benefit from it.
  • Price: US $13/month paid yearly for as many courses as you like.

* They’re quite specific with their estimates!

Review

It’s been a while since I did any online training and I’d forgotten what to expect so I was both surprised and impressed by the format of this course. My first impression was excellent. Upon initial login I was met by a screen which very clearly laid out how the course works, how much time I should expect to invest, how long I’ll have access, and my favourite bit – the option to add the course schedule to my calendar. As a person that frequently starts things off with a bang and then lets them fizzle out as I get busy, an ongoing calendar prompt is a big win. So nice one on that front, IDF.

IDF course introduction screen
The course introduction screen delivered lots of valuable information.

The first thing I noticed when I started work was that this course is very content heavy. The introductory video was long and fairly onerous. It could have been half as long and delivered the same message.

As I moved through the first exercise I found that the variety of content types (video, reading, exercises, diagrams etc) helped to break things up, but is still pretty heavy going. You have to be feeling sharp when you sit down to work. A mix of presenters keeps things interesting and students are frequently encouraged to think about how the topic of discussion relates to their environment, which helps the ideas to stick.

Mini quizzes at the end of each section ensure that you are keeping up and not just skimming, which is clever. These questions, along with a running timeline to demonstrate your progress are good for the motivation. As the course progresses the quizzes become assignments and their score weight increases. I was very impressed by how thoroughly the assignments are explained, often giving sample answers to keep you on the right track.

Mini quiz at the end of a section.
Mini quizzes at the end of each section help with staying focussed.

The structure of the lessons is well thought out. An idea is introduced and clearly explained through text or video. Real life examples are used frequently which helps with conceptualising, and sections are well summarised at their completion. There are plenty of supplementary links to extra reading and resources relating to key ideas.

Templates for planning research projects.
Templates are provided which give you a framework on which to apply the concepts to real life situations.

The course took me longer than the suggested timeline, but that didn’t really bother me. It was very easy to pick up where I left off and it was easy to jump back to refresh my memory when necessary. This course doesn’t offer mentoring but you do have the support of an online community of learners which is helpful for feeling connected and bouncing ideas around. It culminates in a final assignment at the end of Lesson 8 and assuming you get a score of 70% or above across the whole course, a certificate is awarded.

A congratulations screen.
Fun imagery along the way helps with the motivation!

Pros

  • A very well planned and structured course with an intuitive UI;
  • Excellent, clear explanations of processes and ideas;
  • Good use of real life examples; and
  • Interesting, relevant quizzes along the way which allow you to apply context to your thinking.

Cons

  • Some videos were an hour long which made it hard to stay focussed; and
  • Occasional minor spelling mistakes irked me.

Summary

This course is excellent and I highly recommend it for anyone that has space to really focus and make the most of it. This is not a course that you can skim – the content goes deep and you have to work hard to apply it to real world situations but it’s worth it. I look forward to taking my second IDF course.

  • Content (how useful, up to date, practical, and comprehensive): 10/10
  • Delivery (presentation style, pace, clarity, authority): 8/10
  • Production (video quality, audio quality, editing): 9/10
  • Overall rating: 9/10

The post Review: <em>User Research – Methods and Best Practices by Interaction Design Foundation</em> appeared first on UX Mastery.

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Transcript: Ask the UXperts: InsightOps: Getting to synthesis and insight — with Louis Rosenfeld https://uxmastery.com/transcript-ask-the-uxperts-louis-rosenfeld/ https://uxmastery.com/transcript-ask-the-uxperts-louis-rosenfeld/#respond Fri, 18 May 2018 00:17:56 +0000 https://uxmastery.com/?p=66127 Lou Rosenfeld joined us on Slack to talk about breaking research out of silos and truly collaborating within our organisations so that we can unlock the real value.

The post Transcript: <em>Ask the UXperts:</em> InsightOps: Getting to synthesis and insight — with Louis Rosenfeld appeared first on UX Mastery.

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In keeping with his reputation as a gifted storyteller, Louis Rosenfeld held a captive audience in our Slack channel today.

Lou was talking about a topic which he is passionate about, and it was obvious.

Despite their heavy investment in research, large organisations still face an insight gap, which can gravely curtail product success. Lou believes the time is ripe for InsightsOps: the synthesis and operationalisation of research—currently locked in silos—that can lead to true insights across the organisation.

So that is what we learned about today.

If you didn’t make the session because you didn’t know about it, make sure you join our community to get updates of upcoming sessions.

If you’re interested in seeing what we discussed, or you want to revisit your own questions, here is a full transcript of the chat.


But first… here are the images referred to in the transcript:

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Transcript

Lou Rosenfeld
2018-05-16 21:01
Greetings from Brooklyn, NY.

Lou Rosenfeld
2018-05-16 21:01
…USA

Lou Rosenfeld
2018-05-16 21:01
I shouldn’t forget that.

luked1uk
2018-05-16 21:01
Welcome Lou

hawk
2018-05-16 21:01
Hello all – thanks for joining us today, and mostly a huge thanks to Louis for his time. It’s greatly appreciated.

hawk
2018-05-16 21:01
So the formal intro: Lou Rosenfeld is Rosenfeld Media’s founder and publisher. Like many user experience folk, Lou started somewhere (library science), made his way somewhere else (information architecture), and has ended up in an entirely different place (publishing).

hawk
2018-05-16 21:01
Lou spent most of his career in information architecture consulting, first as founder of Argus Associates and later as an independent consultant. He co-founded the Information Architecture Institute and the IA Summit. And he does know something about publishing, having edited or co-authored five books, including the IA “bible,” Information Architecture for the World Wide Web, and Search Analytics for Your Site. He tweets @louisrosenfeld

hawk
2018-05-16 21:02
And with that, I’ll ask Lou to give us some insight into today’s topic

Lou Rosenfeld
2018-05-16 21:02
Lou uploaded IMAGE1 and commented: My epitath

Lou Rosenfeld
2018-05-16 21:03
Really, that’s what most people know me for.

Lou Rosenfeld
2018-05-16 21:03
It gets a little unsettling, as I did the bulk of my writing on it about 20 years ago.

Lou Rosenfeld
2018-05-16 21:03
I don’t want to be a one-hit wonder.

Lou Rosenfeld
2018-05-16 21:03
So here I am, talking with you about some other new-fangled thing that most people will say–as with IA–doesn’t exist, or is not important.

hawk
2018-05-16 21:03
Maybe you could write about some other kind of bear then?

Lou Rosenfeld
2018-05-16 21:03
What would an insight bear look like?

Lou Rosenfeld
2018-05-16 21:04
I’m not even sure bears have good vision.

Lou Rosenfeld
2018-05-16 21:04
Though they are fast, can climb, and are lethal.

Lou Rosenfeld
2018-05-16 21:04
Anyway…

Lou Rosenfeld
2018-05-16 21:04
Here’s the story…

Lou Rosenfeld
2018-05-16 21:04
Around ten years ago, I was an indy IA consultant, working with Fortune 500s and government agencies.

Lou Rosenfeld
2018-05-16 21:05
You could have called me an “information therapist” at that point, because I was getting to do precious little IA, and mostly trying to make my clients feel better about the fact that they had precious little opportunity to help their organizations provide a better user experience.

luke
2018-05-16 21:05
But their foraging techniques and scent are great :rolling_on_the_floor_laughing:

Lou Rosenfeld
2018-05-16 21:06
I would always start them off with the request to see their user research. Because, of course, if you’re going to try to get an organization to change, you’ve got to have evidence to prove that things are shitty for customers, and that they could be improved.

Lou Rosenfeld
2018-05-16 21:06
Not to mention HOW the experience could be improved.

Lou Rosenfeld
2018-05-16 21:07
As I worked with these large orgs, I found that there was no shortage of user research. In fact, they were spending HUGE amounts on different kinds of user research.

Lou Rosenfeld
2018-05-16 21:07
Only it wasn’t always called user research. Sometimes, they called it market research.

Lou Rosenfeld
2018-05-16 21:07
Sometimes Voice of the Customer research.

Lou Rosenfeld
2018-05-16 21:07
Sometimes it was locked up in the analytics group.

Lou Rosenfeld
2018-05-16 21:07
Sometimes there were multiple user research groups.

Lou Rosenfeld
2018-05-16 21:08
There were brand research projects going on.

Lou Rosenfeld
2018-05-16 21:08
And on and on. No shortage of information on the what and why of what customers wanted, need, and how they were behaving.

Lou Rosenfeld
2018-05-16 21:08
You with me so far, @channel?

hawk
2018-05-16 21:08
I am.

luked1uk
2018-05-16 21:08
yep! :smile:

gary.bunker
2018-05-16 21:08
Absolutely

Lou Rosenfeld
2018-05-16 21:08
Cool. (Can be hard to type into the ether.)

Lou Rosenfeld
2018-05-16 21:09
Biggest problem is that the research was almost completey siloed.

luked1uk
2018-05-16 21:09
who you calling an ether :stuck_out_tongue:

Lou Rosenfeld
2018-05-16 21:09
Different tribes/disciplines using different methods and techniques to produce different types of data in order to learn different things about the same people.

Lou Rosenfeld
2018-05-16 21:09
And that takes me to a fable. I wonder if you’re familiar with this one?

Lou Rosenfeld
2018-05-16 21:10
(Give me a sec to grab the image.)

Lou Rosenfeld
2018-05-16 21:10
Lou uploaded IMAGE2

hello107
2018-05-16 21:10
has joined #ask-the-uxperts

Lou Rosenfeld
2018-05-16 21:10
This is the blind men and the elephant.

Lou Rosenfeld
2018-05-16 21:10
If you don’t know this fable (and I’m actually surprised it’s not better-known), let me tell you the story.

Lou Rosenfeld
2018-05-16 21:11
Bunch of blind men, out for a stroll. Seriously, no sighted person to guide them. Don’t ask me why, sounds hazardous.

Lou Rosenfeld
2018-05-16 21:11
They find themselves in the jungle. Like I said, sounds quite dangerous.

Lou Rosenfeld
2018-05-16 21:11
They encounter an elephant. But, of course, they can’t see the elephant.

Lou Rosenfeld
2018-05-16 21:12
One touches the elephant’s trunk. “It’s a snake!”

Lou Rosenfeld
2018-05-16 21:12
Another touches the elephant’s leg. “No, no, it’s not a snake–it’s a tree trunk!”

Lou Rosenfeld
2018-05-16 21:12
And so on.

Lou Rosenfeld
2018-05-16 21:12
Not one of them has the truth. No real insight.

heath.alexander
2018-05-16 21:12

Lou Rosenfeld
2018-05-16 21:13
It’s only after they talk to each other, share information, and figure things out together that the arrive at true insight: it’s an elephant.

martina.net
2018-05-16 21:13
has joined #ask-the-uxperts

Lou Rosenfeld
2018-05-16 21:14
That’s called synthesis. And it’s something that we don’t really do in most organizations, especially large ones, and for that reason, we’re missing out on the Big Insights. We’re not working or spending wisely or efficiently. This needs to be addressed somehow, and it’s not easy. In the least

Lou Rosenfeld
2018-05-16 21:14
I only use the term–and hesitatingly–of InsightOps to draw attention to this problem. Because we need to go at it consciously. Its a design challenge, and an organizational change problem. And a bunch of other problems to boot.

Lou Rosenfeld
2018-05-16 21:15
I’ve been talking about this for about five years–I’m kind of a broken record in that I keep giving pretty much the same talk about it at conference keynotes.

meganweise
2018-05-16 21:15
But it is still so so important, please keep talking about it!

Lou Rosenfeld
2018-05-16 21:15
The good news is that more and more people seem to share this same concern. I’m starting to see them address it. I’m hoping to talk about it here with you and see if you’ve encountered similar problems.

Lou Rosenfeld
2018-05-16 21:16
Let me share a couple links, and then let’s talk. I have some ideas for solutions that I can get into later, but I want to open things up–in just a second.

Lou Rosenfeld
2018-05-16 21:16
Here’s a video of me giving a talk on this: https://www.youtube.com/watch?v=-LRdCAWz1pI

lindamanofficial
2018-05-16 21:16
has joined #ask-the-uxperts

Lou Rosenfeld
2018-05-16 21:16

Lou Rosenfeld
2018-05-16 21:17

Lou Rosenfeld
2018-05-16 21:17
OK, let’s discuss! Is this something you’re struggling with?

hello107
2018-05-16 21:17
Going through it right now, where even in a 150+ people organization our UX researcher used to work in a silo for 2 weeks and then come back with a deck + showreel from usertesting for a day. Everyone would watch, give comments and then walk away.

dave
2018-05-16 21:17
My teammates Teena Singh and Greg Petroff say Hi :wave:

gary.bunker
2018-05-16 21:17
Yep, same here

Lou Rosenfeld
2018-05-16 21:18
Hi Teena and Greg! Love those folks.

david.balcak
2018-05-16 21:18
has joined #ask-the-uxperts

Lou Rosenfeld
2018-05-16 21:18
@gary.bunker Where are you seeing it? (Willing to disclose?)

hello107
2018-05-16 21:18
I started with a framework inspired by Tomer Sharon, used airtable to democratize atleast the input part + access to user research insights. Even that small 2 day effort has helped quite a bit.

gary.bunker
2018-05-16 21:18
Forgetful organisations too – they run research, go ‘aaaahhh!’ then get new jobs. 12 months later, nobody even knows they ran the research

Lou Rosenfeld
2018-05-16 21:18
Yes, I’m a big fan of Tomer’s work (we published his last book, Validating User Research).

richard
2018-05-16 21:18
I am not 100% sure I understand. Let’s say my team does a GV style sprint, which means we’ll be doing user interviews to help diagnose a particular design problem, recording it, with a room full of people in the other room furiously taking notes all over the wall on post-its about that user’s experience. After five or so of these interviews, we have a clear direction for our design, and we make some changes. And then all the “noise” knowledge – everything except the decisions themselves – go down the tube.

Are you talking about putting that insight to broader / longer-term use?

hello107
2018-05-16 21:18
I read it!! :raised_hands: Great one!

Lou Rosenfeld
2018-05-16 21:19
He makes the point that @gary.bunker is making: lack of InsightOps/ResearchOps leads to a failure in organizational memory.

Lou Rosenfeld
2018-05-16 21:19
Here’s a link to one of his articles; he’s done a lot more in Medium: https://medium.com/amplify-design/polaris-research-ops-by-wework-e1fb54bc99ac

luked1uk
2018-05-16 21:19
I think the problem is different teams in one company can have different goals. in my last job the marketing team did a ton of user research that was pretty much almost useless to us on the ux team.

hello107
2018-05-16 21:19
Yes Polaris! :slightly_smiling_face:

Lou Rosenfeld
2018-05-16 21:20
@richard Yes.

Lou Rosenfeld
2018-05-16 21:20
There are cases in whch your team would have greatly benefitted from another team/researcher’s data–AND perspective on the problem. And vice versa.

gary.bunker
2018-05-16 21:20
Same here. I’ve seen huge decks with massive data on segmentation and responses and emotive mapping that has literally nothing in there to help design or improve an experience.

Lou Rosenfeld
2018-05-16 21:20
In fact, you probably would have had a better outcome if you’d had more blind men at the table, sharing notes and data and sythesis.

richard
2018-05-16 21:21
So, something _other_ than rolling up all the giant papers covered in post-it notes in long scroll-like tubes, and stashing them all in a bin in the corner, running off with our new direction for our 12 person product team given our specific goals for the month.

Lou Rosenfeld
2018-05-16 21:21
Now, without some sort of infrastructure and conscious effort, @richard will have no idea that other teams are doing relevant work.

richard
2018-05-16 21:21
Got it

Lou Rosenfeld
2018-05-16 21:21
Hah! Yes

gary.bunker
2018-05-16 21:22
Having a single sharable location for insights and research can help – bringing the blind men together for lunch each day to report on findings

Lou Rosenfeld
2018-05-16 21:22
It does, @gary.bunker But it’s not just an issue of having a giant repository, a la Polaris (or Aurelius or HandRail, to name a couple new commercial entrants into this space).

richard
2018-05-16 21:22
Can these insights get rolled up into our broader personas and other high-level artifacts?

Lou Rosenfeld
2018-05-16 21:22
It’s also critical to acknowledge that we 1) don’t know about each other, especially in large orgs.

Lou Rosenfeld
2018-05-16 21:23
2) We don’t speak the same language–given that we come from different tribes.

Lou Rosenfeld
2018-05-16 21:23
3) We don’t have common motivations.

luke
2018-05-16 21:23
I have worked at large companies and now at a startup. With many different and common challenges. I have actually pivoted my career into a product role to be able to create space for researchers in my team to influence the workspace. I think the more we separate ux as a separate function the more harm we sometimes do

luked1uk
2018-05-16 21:23
What I would love to see is 1 person for each team/department come together to do a user research study, that way you get all corners covered for what ever it is people want to get from their own users. I think that would work way better than 1 team doing it themselves, but that would require company organisation and strategy. thoughts Lou

Lou Rosenfeld
2018-05-16 21:23
“company organisation and strategy”

hello107
2018-05-16 21:23
Much like branding, I feel if the key stakeholders have not bought into what the process is, how it impacts the workflow/product and the resources needed to keep it going – it would end up on the bookshelf. – an issue pronounced in larger orgs.

crystal
2018-05-16 21:24
When we finally do know about each other, we don’t know each other well enough to realize we’re working on the same/adjacent projects where we could each benefit from sharing

Lou Rosenfeld
2018-05-16 21:24
Exactly, @luked1uk; that’s why I say it’s not enough to have a repository. Just like DesignOps is more than pattern libraries and design systems, you’ve got to have people responsible for guiding principles, strategy, and organizational change in order to make this work.

Lou Rosenfeld
2018-05-16 21:24
Exactly, @crystal

Lou Rosenfeld
2018-05-16 21:25
@hello107 In branding, we’re seeing a growth in “CreativeOps”. On the product side, “DesignOps” (in fact, my company puts on the annual DesignOps conference in NYC in November).

Lou Rosenfeld
2018-05-16 21:26
Of course, there’s (very suddenly) huge energy and engagement in the nascent ResearchOps community.

Lou Rosenfeld
2018-05-16 21:26
We need to take that operational goodness and keep extending it.

luke
2018-05-16 21:26
Why would a research ops and design ops be separate?

Lou Rosenfeld
2018-05-16 21:26
Lou uploaded IMAGE3

hello107
2018-05-16 21:27
ooooh!

Lou Rosenfeld
2018-05-16 21:27
@luked1uk Not sure they should be. In fact, at our conference they’re very much combined, in terms of the program.

Lou Rosenfeld
2018-05-16 21:27
But sometimes we separate things that are closely related simply to get a better look at them.

hello107
2018-05-16 21:27
This is an amazing representation Lou :raised_hands:

luked1uk
2018-05-16 21:27
I can see benefits to outsourcing this stuff sometimes for some companies. I love meeting my users and throwing them into tasks and watching them do stuff. Lou Do you think that sometimes out sourcing might be a better way to go? or is it vital that people understand their own users from their own research?

Lou Rosenfeld
2018-05-16 21:28
@luked1uk Yes and no. Yes in terms of getting a smart agency to help you with this, because it’s a HUGE challenge. No in terms of implementation–this is basically your organizational brain, and you really, really don’t want to outsource taht.

richard
2018-05-16 21:29
Woah. I didn’t know outsourcing this stuff was even a thing. I’m a product manager, and I want to literally be present during the user interviews. That’s my lifeblood.

Lou Rosenfeld
2018-05-16 21:29
I will say that the agency model, as we all know, is very likely dying–except for those agencies that specialize. I’m seeing more smart agencies moving into operationalization. Some get acquired. Think CapitalOne acquiring AdaptivePath, and Verizon recently acquiring Moment Design.

hello107
2018-05-16 21:30
Agency models – highly recommend Jules E.’s writeup on State of Digital Nation :ok_hand:

luked1uk
2018-05-16 21:30
Can we change it from User Interview to something more friendly? I feel like when ever I meet users I want it to feel like the opposite of an interview. :smile:

Lou Rosenfeld
2018-05-16 21:30
@luked1uk You’re a smart project manager, because you want to be a part of the research. THat said, I’d be careful–you’ll potentially spread yourself too thinly if your research becomes so multimodal. You really should be thinking about setting up the infrastructure to support the work; IMHO, that’s more critical, as it’ll enable you and your research to scale.

Lou Rosenfeld
2018-05-16 21:30
@hello107 Link please?

Lou Rosenfeld
2018-05-16 21:31
I’m letting my fingers take a little respite while y’all come up with questions/thoughts.

Lou Rosenfeld
2018-05-16 21:32
Go for it @luked1uk

luke
2018-05-16 21:32
We have been harping on about user research sessions should be attended by everyone for years now. What I’ve witnessed as a bigger problem, is that few people use the products they are building. This in itself should be the first step we encourage

luked1uk
2018-05-16 21:32
Ill try to push a new phrase, User Hangout or something :stuck_out_tongue:

luked1uk
2018-05-16 21:33
Lou in an ideal world, ideal company, what does the perfect scenario look like to you? and have you seen it?

hello107
2018-05-16 21:33

Lou Rosenfeld
2018-05-16 21:33
@luke You bet–but let’s take things further a bit and get down the road to a place where it’s not so much an issue of convincing your org that user research is worthwhile. I’m really talking about a stage later on (which is why the talk is called “Beyond User Research”. I argue that we’ve not won the war–just a battle.

Lou Rosenfeld
2018-05-16 21:34
@luked1uk No way. But I’m optimistic that we’re getting there.

Lou Rosenfeld
2018-05-16 21:34
I mean, think of how our research is so clearly the sum of its parts. It’s hard to ignore. Here, let me throw a few slides your way that demonstrate this…

Lou Rosenfeld
2018-05-16 21:35
Lou uploaded IMAGE4 and commented: Some of us are really good at figuring out the what, others the why. SO MUCH BETTER WHEN COMBINED!

luked1uk
2018-05-16 21:36
What are we saying here? its all the same thing? the what and the why?

Lou Rosenfeld
2018-05-16 21:36
Lou uploaded IMAGE5 and commented: Or the obvious complementary aspects of qualitative and quantitive research.

Lou Rosenfeld
2018-05-16 21:36
No, not at all. Actually, they’re currently siloed/separate. I’m saying that they need to be combined.

Lou Rosenfeld
2018-05-16 21:37
Lou uploaded IMAGE6 and commented: Here’s another: some of advocate for users, other for business–and our data supports us. Why not combine?

Lou Rosenfeld
2018-05-16 21:38
Lou uploaded IMAGE7 and commented: Some of us are really good at tracking and measuring what’s known with our products and customers. Others of us are good at finding patterns that suggest the UNKNOWN aspects of how our users and products interact.

Lou Rosenfeld
2018-05-16 21:38
Lou uploaded IMAGE8 and commented: Last one: some of our data is facts and figures. Other data is concepts and ideas. How do we combine them?

luked1uk
2018-05-16 21:38
I do feel like part of being in UX is pulling it all together sometimes and seeing it from all sides

Lou Rosenfeld
2018-05-16 21:39
Yes, but UX represents a specific POV.

Lou Rosenfeld
2018-05-16 21:39
We can’t do this on our own.

Lou Rosenfeld
2018-05-16 21:39
We, like everyone else, come to the table with baggage, and therefore are suspect and should be suspect.

luked1uk
2018-05-16 21:39
very true

Lou Rosenfeld
2018-05-16 21:40
That said, we certainly have much to offer. UX is a synthetic discipline–really a mashup of other disciplines–so we may be more comfortable with a variety of points of view/methods/tools/perspectives than some other, more established disciplines that do some form of user/customer research.

Lou Rosenfeld
2018-05-16 21:41
VIVA LA DIFFERENCE!

luked1uk
2018-05-16 21:41
:smile:

Lou Rosenfeld
2018-05-16 21:42
I see “several people are typing” but no questions/comments. I’m going to drop a bunch more slides on you people if you don’t type over here soon!

richard
2018-05-16 21:42
Lou Forgive my ignorance on this topic. It’s new for me. At first it seemed like you were talking about problems fairly unique to larger organizations where there are lots of silos, maybe less applicable to a 20 person startup. But now as you describe the synthesis of the different kinds of user insight, that seems to be a different thing than the organizational tribal knowledge / siloing issue.

luke
2018-05-16 21:42
Consolidating insights from all areas of the business has been our greatest challenge. From one off surveys, to web agent support chats getting tagged in ZenDesk. Having a consolidated tagging system has been so difficult to coordinate

luke
2018-05-16 21:42
And advice?

richard
2018-05-16 21:42
As this more about synthesis of different classes of knowledge, or of the process of shared knowledge?

gary.bunker
2018-05-16 21:43
What about having a consistent IA for how we describe the knowledge we gain? Terminology, form, structure.

Lou Rosenfeld
2018-05-16 21:43
@richard No need to apologize–it’s new to us all. The synthesis of different classes of knowledge is an organizational/cross-silo pursuit by definition, BECAUSE those classes of knowledge come from different parts of the organization. Parts that don’t know about each other, have different vocabularies and motivations…

luked1uk
2018-05-16 21:43
Print it all out and put it on a wall :smile: take a good look at whats going on

Lou Rosenfeld
2018-05-16 21:44
@gary.bunker If you look closely at what Tomer and team were doing with Polaris, it’s IA all the way down. Huge investment in metadata and content chunking. I just gave a talk in Taipei last week and basically said that the fools who say IA is dead aren’t looking too closely at the challenges associated with operationalizing all these aspects of design and research (among other htings).

luke
2018-05-16 21:45
The vocabularies and motivations have been the main challenges for us. Particularly as the CS team is in Jordan, with English not necessarily a first language

Lou Rosenfeld
2018-05-16 21:45
That makes things even harder, eh?

Lou Rosenfeld
2018-05-16 21:45
No one has a wall that big.

luked1uk
2018-05-16 21:45
lol

crystal
2018-05-16 21:45
I completely agree with all of this. I work for an extremely large organization – silos within silos – and have spent the past 2 years trying just to identify the ux team or the user research team. I’ve found a vast majority of people who do this work don’t have these titles, as you said. I have met others who have tried to get a small group on the same page and share. Do you have any hints, leads, gut feelings about some good avenues to begin exploring to make InsightOps/ResearchOps come to fruition?

Lou Rosenfeld
2018-05-16 21:46
I’ve got a bunch of things in that video/deck. Let me drop a few on you here.

crystal
2018-05-16 21:46
Awesome! I will definitely watch it in its entirety after this!

crystal
2018-05-16 21:47
And share it with others who I work with

Lou Rosenfeld
2018-05-16 21:47
Lou uploaded IMAGE9 and commented: Many of you are probably familiar with Christian Rohrer’s Landscape of User Research Methods.

Lou Rosenfeld
2018-05-16 21:48
It’s by no means perfect–AND it reflects a very HCI-influenced view of research. For example, an analytics person would craft a very different landscape. (And I tried to get Avinash Kaushik, one of the top gurus of analytics, to work with Christian to combine perspectives.)

Lou Rosenfeld
2018-05-16 21:48
But look at those axes, then look at what’s covered in the four quadrants. Think of each method as a blind man.

Lou Rosenfeld
2018-05-16 21:48
Now you can audit your org’s research methodology. Are all your blind men living in one of these quadrants? If so, that’s a problem.

Lou Rosenfeld
2018-05-16 21:49
ANd one you can address–in some cases, by finding other blind men who are already in your organizaiotn.

richard
2018-05-16 21:49
I like that

Lou Rosenfeld
2018-05-16 21:49
Lou uploaded a picture (1) and commented: Here’s another: the concept of cadence.

Lou Rosenfeld
2018-05-16 21:50
If you’re using the Landscape I showed a moment ago to “balance” your research methodology, you might also want to “balance” it over time.

luked1uk
2018-05-16 21:50
good map

Lou Rosenfeld
2018-05-16 21:50
Some research methods look at user behavior on a daily basis–or even more frequently.

Lou Rosenfeld
2018-05-16 21:50
Others are more involved and expensive, like a field study. Can your org balance those things out?

luke
2018-05-16 21:50
Do you have advise for strategy/product people on supporting this better?

Lou Rosenfeld
2018-05-16 21:51
Lou uploaded IMAGE11 and commented: Can your org combine balance and cadence to come up with a framework WHAT research it does and WHEN?

Lou Rosenfeld
2018-05-16 21:52
@luke What I’m showing are frameworks that can be used to pull together diffuse research, researchers, and research perspectives.

Lou Rosenfeld
2018-05-16 21:52
Not that it’s easy, or that I’m providng a solution. I’m not really the right person to solve this problem. I’m just not smart or experienced enough–all I can to is point out the problem and make some broad suggestions as to how to move forward.

crystal
2018-05-16 21:53
Nah, I think that you are once again a bit ahead of your time, which is awesome gets everyone thinking about these things more in depth

Lou Rosenfeld
2018-05-16 21:54
Actually that last slide is incomplete but I can’t get the full version out of keynote right now (as I can’t grab a screenshot of a completed build). It’s in my deck though.

Lou Rosenfeld
2018-05-16 21:54
Thanks @crystal

luke
2018-05-16 21:55
Yep I understand what these are showing. But for these to be effective communication tools there also needs to be a space for the research team to influence as well as collaborate. I wonder if you have examples you have seen of companies that do this well – and perhaps what aspects enabled then to succeed?

luked1uk
2018-05-16 21:55
@crystal I guess everyone is at a different stage in their Org or team with this stuff. I think its a lot about striving for the future and pushing your self to try these new things and implement new techniques.

Lou Rosenfeld
2018-05-16 21:55
We’ve got about five minutes to go. Glad to talk more–also would love to know what people would call this challenge (I’m not wedded to InsightOps).

fmvr26
2018-05-16 21:55
Hello Lou

What is the middle point you think will fit someone from the big data/analytics area within product design? ( I changed careers to product design a while ago but still looking how to use more analytics techniques)

In the other hand I’m currently experimenting with a data-lake like structure for a database of user information (both feedback and research) to then have a central point for analyzing and crafting insights with the hope that it will give a more profound understanding of the users and a better access to all data. *Any thoughts on the matter?*

richard
2018-05-16 21:56
So if the “Ops” monicker is an indication, the thinking here is influenced by the lean movement. Typically that means you accept that there are complex systems nobody can fully wrap their head around, and it encourages interaction amongst parties whose knowledge, inputs and outputs depend on each other, along with feedback between parties.

That evolving system of interaction and continual improvement is in contrast to grand architecture.

Is that a fair representation?

Lou Rosenfeld
2018-05-16 21:56
Trying to digest @fmvr26’s question…

crystal
2018-05-16 21:56
It seems to me to be a lot more than just insights – Collaboration and Strategy

fmvr26
2018-05-16 21:56
sorry if I over-worded it!

Lou Rosenfeld
2018-05-16 21:57
Yes, you’re on the right track. Here’s the holy grail for you and for everyone: how to colocate and, more importantly, CONNECT (in the same repository) those quant and qual data.

Lou Rosenfeld
2018-05-16 21:57
I have some ideas about this, but the problem is that “reports” become the intermediary–reports that are based on quant data.

luked1uk
2018-05-16 21:58
If I can take anything away from this talk today Lou its that I need to talk to more people and get more peoples insight. Its not just my job to understand our users but we can all raise each other up to understand the greater overall idea of our users.

Lou Rosenfeld
2018-05-16 21:58
Once you’re trafficking in reports, you open up a whole vector of risk. Because reports are the lazyman’s approach to understanding the world. We craft them around a question, then–after running the same report again and again–forget what the question was. Or the question loses relevance.

Lou Rosenfeld
2018-05-16 21:58
nicely said, @luked1uk

gary.bunker
2018-05-16 22:00
Thanks Louis, fantastic to spend time with you, awesome insights

Lou Rosenfeld
2018-05-16 22:00
So, glad to hear from y’all: I run a free monthly DesignOps community conference call–if you want an invite, email me. And you all should attend these fine conferences: http://designopssummit.com and http://enterpriseux.net. And buy our books: http://rosenfeldmedia.com/books

hawk
2018-05-16 22:00
And that’s that!

Lou Rosenfeld
2018-05-16 22:00
Thanks everyone; hope to cross paths again.

hawk
2018-05-16 22:00
Thanks so much for your time today Lou – it was an honour to learn from you.

The post Transcript: <em>Ask the UXperts:</em> InsightOps: Getting to synthesis and insight — with Louis Rosenfeld appeared first on UX Mastery.

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Transcript: Ask the UXperts: Building Accessible Apps — Amir Ansari & Kelly Schulz https://uxmastery.com/transcript-build-accessible-apps/ https://uxmastery.com/transcript-build-accessible-apps/#respond Thu, 03 May 2018 02:27:34 +0000 http://uxmastery.com/?p=65893 Read this Ask the UXperts transcript to learn how designers and product owners can lead the way with understanding their responsibilities and implementing good processes when it comes to designing inclusive, accessible apps. 

The post Transcript: Ask the UXperts: Building Accessible Apps — Amir Ansari & Kelly Schulz appeared first on UX Mastery.

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In our latest Ask the UXperts session I had the pleasure of hosting Amir Ansari and Kelly Schulz in our Slack channel.

Amir and Kelly are partners in appsforall – a project that seeks to help people create more accessible apps. Their target audience is product owners, app developers and designers. Their mission is to provide the tools, resources and guidelines necessary to start the process of re/building apps with accessibility and inclusion in mind.

Today they shared their vision, their journey and their excellent advice with us.

If you didn’t make the session today because you didn’t know about it, make sure you join our community to get updates of upcoming sessions.

If you’re interested in seeing what we discussed, or you want to revisit your own questions, here is a full transcript of the chat.

Transcript

hawk
2018-05-02 23:02
First up, I’d like to say a huge thanks to @amir.ansari and @kelly.schulz for their time today. I’m looking forward to learning from you.

hawk
2018-05-02 23:02
So… the formal intros:

hawk
2018-05-02 23:02
Amir Ansari heads up the User Experience Practice at Transpire – a consultancy that aims to create impactful, design lead digital products that empower businesses and make a difference.

hawk
2018-05-02 23:02

hawk
2018-05-02 23:02
He has a team of wonderful, talented and friendly UXers helping to make people’s lives easier.

Amir has done his 10,000 + hours (over 18 years) of practice designing and leading designers, and is passionate about creating inclusive and accessible experiences that leave people feeling engaged and empowered. He likes to do all that with a smile on his face.

hawk
2018-05-02 23:03
Kelly Schulz joined Telstra (Australia’s largest telecommunications company) in 2007 and has worked to improve customer experience for all customers.

hawk
2018-05-02 23:03
With five years leading Telstra’s Complaint Analysis & Insights Team, she has a deep knowledge of how product, process and system design plays a significant role in the lives of consumers.

Born with a rare, genetic, eye condition, Kelly has been legally blind since birth. Now responsible for Telstra’s Accessibility & Inclusion strategy, Kelly’s approach focuses on building awareness, and an accessibility conscience, to foster inclusion of customers, employees and their communities living with disability.

hawk
2018-05-02 23:04
They are here today to tell us about appsforall https://www.appsforall.com.au/

hawk
2018-05-02 23:04
A project that seeks to help people create more accessible apps. Their target audience is product owners, app developers and designers. Their mission is to provide the tools, resources and guidelines necessary to start the process of re/building apps with accessibility and inclusion in mind.

hawk
2018-05-02 23:04
And then give us the chance to ask questions about their journey, lessons learned, challenges faced, etc

hawk
2018-05-02 23:05
@amir.ansari / @kelly.schulz – over to you to give us a rundown on appsforall and what the project is all about

amir.ansari
2018-05-02 23:05
Hi everyone, glad to be here.

amir.ansari
2018-05-02 23:06
I’ll be writing on behalf of myself and Kelly, but feel free to ask either of us direct questions

amir.ansari
2018-05-02 23:06
Transpire and Telstra have worked together in the past

amir.ansari
2018-05-02 23:07
As part of last year’s GAAD (Global Accessibility Awareness Day – May 17 2017) Kelly and I ran a workshop to address and explore the challenges of consumers and uxers when building native applications.

amir.ansari
2018-05-02 23:07
We knew that standards and guidlines for the webs existed (WCAG 2.0) however there weren’t solid guidelines or standard for native applications.

amir.ansari
2018-05-02 23:08
This was also made clear because of the number of apps currently on the various app stores that fail to meet basic accessbility (a11y) needs.

amir.ansari
2018-05-02 23:09
We also feel that a11y goes beyond just make apps accessible, but rather it’s a way to ensure and promise simply good design for ALL.

amir.ansari
2018-05-02 23:09
p.s. apologies in advance for any spelling mistakes (typing fast)

amir.ansari
2018-05-02 23:10
so now re http://appsforall.com.au, we did a very light release early this year…

amir.ansari
2018-05-02 23:10
the aim was to do a soft launch just to showcase that we have this initiative and goal.

amir.ansari
2018-05-02 23:11
the website has been buiilt quickly using off the shelf diy website builder hence unfortuantely (and ironically) there are some a11y issues and we know about them.

hawk
2018-05-02 23:11
Questions are go…

paul.crichton
2018-05-02 23:11
Hi Amir and Kelly. Do you think WCAG 2.1 will help with native apps?

isha
2018-05-02 23:12
Curious to hear about tools you suggest for ensuring web apps that are accessible.

hawk
2018-05-02 23:12
(Note that I will acknowledge that your question has been queued with a grey ? like ^)

allyraven
2018-05-02 23:12
Some devs will say WCAG doesn’t apply to apps, it’s a web standard. How do you respond?

amir.ansari
2018-05-02 23:12
Question: Hi Amir and Kelly. Do you think WCAG 2.1 will help with native apps? …

eric
2018-05-02 23:12
Hi guys. Thanks for doing this. Any suggestions on best approach for accessible design for designers prototyping native apps?

amir.ansari
2018-05-02 23:13
Answer: yes to a certain extent. It addresses the improvement in ally and a broader remit to help everyone. It foes include some updated guidelines around touch devices and small form factor.

jmdorion
2018-05-02 23:13
Hi @amir.ansari Hi @hawk and everyone joining! So glad we’re having this conversation!

Question about native apps and how should we as designers and developers rely on the accessibility provided by the OS you build your app for?

amir.ansari
2018-05-02 23:14
What our research has shown is that the wcag guidelines can be overwhelming to the novice and people responsible for digital products often may not know where to go or how to use the guidelines.

amir.ansari
2018-05-02 23:15
and also now that there are hybrid native/web platforms (e.g. ReactNative, Xamerin, etc.) there’s a blur between what is web and what has been built natively.

jdebari
2018-05-02 23:15
Question: Are there any good tools to test native app prototypes for accessibility?

amir.ansari
2018-05-02 23:16
Question: Some devs will say WCAG doesn’t apply to apps, it’s a web standard. How do you respond?

amir.ansari
2018-05-02 23:17
Answer: yes that is correct. Again as version 2.1 has included some touch guidelines, it’s a good start, however it doesn’t cover many of the other requirements for devs to build native applications. We at @transpire refer to the iOS Humane Interface Guidelines and Andorid’s Material Design for designing, however for our devs and QAs, the guideliens don’t really help

amir.ansari
2018-05-02 23:18
Guildelines and standards aside, ultimately the best practice for ensuring inclusive and accessible apps is to put designs (early) in front of all users with all abilities. We have found this to be the best way to ensure we build apps to meet end users’ needs.

amir.ansari
2018-05-02 23:20
Question: @eric Hi guys. Thanks for doing this. Any suggestions on best approach for accessible design for designers prototyping native apps?

amir.ansari
2018-05-02 23:21
Answer: start by visiting http://appsforall.com.au. ; ) The idea has been that we collected the top three tips for the various roles as a place for them to start. as the quote ont he homepage suggests, @kelly.schulz and I believe that do until you know better, then do better. It’s not about solving and designing a 100% accessible app, but just to start somewhere

amir.ansari
2018-05-02 23:22
Question: @jmdorion Question about native apps and how should we as designers and developers rely on the accessibility provided by the OS you build your app for?

andrew.arch
2018-05-02 23:23
has joined #ask-the-uxperts

amir.ansari
2018-05-02 23:23
Answer: the best way is to turn on those various features (e.g. TalkBack, VoiceOver, Scanner, greyscale, zoom etc.) and put designs and prototypes on the device to test as opposed to use emulators on your computer screen. Often there are huge differences and desgning and testing in context is much better.

amir.ansari
2018-05-02 23:23
Also, iOS and Android provide very good dev and designer guidelines on how each a11y feature works and how to design and dev for them

amir.ansari
2018-05-02 23:24
Question: @jdebari Are there any good tools to test native app prototypes for accessibility?

amir.ansari
2018-05-02 23:25
Answer: Anroid, out of the box has an a11y checker/scanner you can turn on (under settings). I’m not 100% sure if iOS does but I don’t think so. We have found that manual testing (with our QA team and users) is the best approach. Yes, time consuming and more expensive, but has more rigour.

hawk
2018-05-02 23:26
@amir.ansari How can we lead the way with understanding our responsibilities and implementing good processes when it comes to app a11y?

amir.ansari
2018-05-02 23:26
Good question @hawk

hawk
2018-05-02 23:26
We’re at the end of the q queue (see what I did there?) so now is a good time to throw yours into the ring

amir.ansari
2018-05-02 23:27
Answer: @kelly.schulz and I believe we need to start with empathy. People (devs, designers, PMs, etc.) need to understand the realities of different abilities and needs. This often creates the aha moment. Then we have found they are more open to then explore the next phase of their journey…

amir.ansari
2018-05-02 23:27
which is the “how do I do this”.

amir.ansari
2018-05-02 23:27
And to some extent, the How is what http://appsforall.com.au is trying to solve for

jdebari
2018-05-02 23:28
Question: do you have any recommendations or resources to find people with various “disabilities” to have as participants when usability testing?

amir.ansari
2018-05-02 23:29
A11y is not a hard line where you either need a11y or not. Everybody can benefit from “good design” and a11y is about good design.

richard
2018-05-02 23:29
Hi, and thanks for doing this. I was legally blind for many years before a newly approved procedure restored my sight, so I’ve been on both sides of this.

There are a lot of good guidelines for accessibility out there, but frankly they focus on the core usability. Have you seen “emotional design” and delight done well for visually or otherwise impaired users? A blind user may have a different arc with the product and have different moments for designers to acknowledge their experience. Any gold standards? Examples to follow?

amir.ansari
2018-05-02 23:29
Question: @jdebari Question: do you have any recommendations or resources to find people with various “disabilities” to have as participants when usability testing?

amir.ansari
2018-05-02 23:30
Answer: this is a very good question and something we’ve been challenged with. Our first approach was to hit our network and use people we knew (e.g. @kelly). However this was not scalable.

amir.ansari
2018-05-02 23:31
I’m also on the board of Retina Australia (Vic) – a not for profit charity with members who live with Inherited Retinal Disease . I’m in the process of getting these members to join a market research panel.

amir.ansari
2018-05-02 23:32
Also, Intopia Connect is a company in Australia who is trying to solve for this – connecting with and signing up users with various abilities to and accessiblity needs to be open to conduct market research.

charles
2018-05-02 23:32
While WCAG was not written for native apps, all of the understanding criteria apply, and all of the criteria apply to web apps and native apps that are powered by or wrap web content.

Accessibility is still a requirement.

maadonna
2018-05-02 23:32
@richard that is a fascinating topic. I’d love to hear more if you do find resources.

amir.ansari
2018-05-02 23:33
Lastly, ideally people in their local cities would approach representative and advocacy groups and discuss the idea of getting access to their members. However, it’s important to note that these individuals are helping us and shouldn’t be expected to help without some form of appreciation/incentivisation/gift.

amir.ansari
2018-05-02 23:34
Question: @richard Hi, and thanks for doing this. I was legally blind for many years before a newly approved procedure restored my sight, so I’ve been on both sides of this.

There are a lot of good guidelines for accessibility out there, but frankly they focus on the core usability. Have you seen “emotional design” and delight done well for visually or otherwise impaired users? A blind user may have a different arc with the product and have different moments for designers to acknowledge their experience. Any gold standards? Examples to follow?

charles
2018-05-02 23:35
Silver will address digital accessibility more broadly.

amir.ansari
2018-05-02 23:35
Answer: this is a very good question and a really touch one. I love t hat you’ve asked this.

rupert
2018-05-02 23:35
has joined #ask-the-uxperts

profungi
2018-05-02 23:35
has joined #ask-the-uxperts

amir.ansari
2018-05-02 23:36
Frankly, when you look at Apple and iOS, they design and build for emotional connection and they don’t get it right 100%, so they’re not even the gold standard. No one’s getting the gold medal ATM (that we’ve come across) and hence why @kelly.schulz and I felt starting the conversation with http://appsforall.com.au.

amir.ansari
2018-05-02 23:37
With this in mind, I’d love to have people (from all over the world) to connect with @kelly.schulz and I and contribute to the site or ideas and examples they’ve come across. This is not an Australian initiative, we just live in Melbourne and also couldn’t get the .com domain, but it’s open for all.

hawk
2018-05-02 23:37
@amir.ansari Do you find that clients are open to the *perceived* extra work/cost that goes into accessible design. Do you get pushback?

amir.ansari
2018-05-02 23:38
@amir.ansari Do you find that clients are open to the *perceived* extra work/cost that goes into accessible design. Do you get pushback?

hawk
2018-05-02 23:38
Questions please!

amir.ansari
2018-05-02 23:38
Answer: good question. YES.

allyraven
2018-05-02 23:39
Have you got some examples of mainstream apps that are doing accessibility really well?

amir.ansari
2018-05-02 23:39
Many of our clients (Telstra not included) don’t know what a11y and inclusive design means. They often see it as an extra line item in our invoices.

evaismailov
2018-05-02 23:40
has joined #ask-the-uxperts

amir.ansari
2018-05-02 23:40
To combat that, we’ve changed our design and dev process where we have build success criteria in our stories that have a11y built in. This way, our response to our clients are that “sorry, it’s just how we work, it’s built into our process – it’s no extra cost to you”. And we factor that cost into our estimation.

charles
2018-05-02 23:40
@amir.ansari question: can you recommend anyone to lead the prototyping projects for the W3C Silver Task Force?

amir.ansari
2018-05-02 23:42
Question: @amir.ansari question: can you recommend anyone to lead the prototyping projects for the W3C Silver Task Force?

maadonna
2018-05-02 23:43
@amir.ansari What ‘kinds’ of accessibility do you build into your quotes? Primarily visual? Other stuff?

dorothee
2018-05-02 23:43
@amir.ansari did you experience pushback from your own business’ side when you wanted to factor the cost for a11y in your estimation?

wearepow
2018-05-02 23:43
@amir.ansari would that cost slightly erode the design process. When the apps inclusiveness becomes a bigger job than expected in the first case?

amir.ansari
2018-05-02 23:43
Answer: to be honest we hadn’t come across the prototyping project of the W3C Silver Task Force as we’ve been mainly focusing on the native space. But I’ll add that to @kelly and my reading list to get up to speed.

charles
2018-05-02 23:44
I can connect you both.

amir.ansari
2018-05-02 23:44
great

amir.ansari
2018-05-02 23:46
Question: @maadonna What ‘kinds’ of accessibility do you build into your quotes? Primarily visual? Other stuff?

amir.ansari
2018-05-02 23:47
Answer: we start with a big long list covering all – visual, mobility and dexterity, audio, sensory etc. Then we cut back based on what we think we can achieve. I must admit, cognitive is a hard one to plan and design for – we do try and limit and or simplify text and navigation and design.

andrew.arch
2018-05-02 23:47

amir.ansari
2018-05-02 23:47
Question: @dorothee did you experience pushback from your own business’ side when you wanted to factor the cost for a11y in your estimation?

amir.ansari
2018-05-02 23:47
Answer: I’m typing this on behalf of @kelly representing enterprise companies…

lucky13820
2018-05-02 23:48
Hi @amir.ansari I joined late. So if someone already asked this question, just ignore me. Do you have examples that have done accessibility well? Preferably on both android and iOS. Thanks.

amir.ansari
2018-05-02 23:49
The process isn’t to just add a line in an invoice – she has started with education top down with senior execs – to build empathy that responsible business is accessible and inclusive, and to build in the expectation that there will be a cost but also that the market and their customers will benefit.

amir.ansari
2018-05-02 23:49
From Transpire’s perspective, it’s one of our fundamental values so push back for us internally is a no. That’s not to say other agencies and consultancies who compete on price won’t have internal pushback.

amir.ansari
2018-05-02 23:50
Question: @wearepow would that cost slightly erode the design process. When the apps inclusiveness becomes a bigger job than expected in the first case?

amir.ansari
2018-05-02 23:50
Answer: it depends if it’s a new prouct being built or retrofitting / fixing an existing product.

amir.ansari
2018-05-02 23:52
Either way, there are cost and time pressures and unexpected things that come up (be it staffing, tech etc.). We just remain flexible, have our non-negotiables, and our nice to haves. We keep our clients very close and on a weekly basis, review where we’re at and see if something needs to be dropped or put in. I hope that answers the question.

hawk
2018-05-02 23:52
We have ~5 more mins left. If you have a question that you’re sitting on, ask now. If not, we’ll get Amir/Kelly to spend the last few mins summarising the things that they think are most impt. and what they’d like us to take away from this.

amir.ansari
2018-05-02 23:52
wow – the time flew.

hawk
2018-05-02 23:53
@amir.ansari It looks like that’s it from the floor. If there is one thing that you’d like us all to take away to our workplaces/colleagues/peers to help get your message out, what would it be?

amir.ansari
2018-05-02 23:54
@kelly.schulz and I want two things for people to take away.

amir.ansari
2018-05-02 23:54
1. Just start, start somewhere, do what you can until you know better.

amir.ansari
2018-05-02 23:55
2. Become intimate with your devices’ accessibility features as well as the basics to make designs of your apps inclusive and accessible (again http://appsforall.com.au is a good starting point).

charles
2018-05-02 23:55
thank you @amir.ansari

amir.ansari
2018-05-02 23:55
And lastly, please collaborate with us – I’m sure there are better experts in this space than @kelly and I. We’d love for you to contribute to the site or educate @kelly and I.

hawk
2018-05-02 23:55
How can we contact you?

amir.ansari
2018-05-02 23:56
<mailto:info@appsforall.com.au|info@appsforall.com.au> – @kelly and I will receive the email.</mailto:info@appsforall.com.au|info@appsforall.com.au>

hawk
2018-05-02 23:56
Awesome.

hawk
2018-05-02 23:56
Thanks so much for your time today.

hawk
2018-05-02 23:56
It’s been an honour to have you here as our guests.

hawk
2018-05-02 23:56
And kudos to the work you are doing. :slightly_smiling_face:

hawk
2018-05-02 23:57
And thanks for joining us today. Great questions.

The post Transcript: Ask the UXperts: Building Accessible Apps — Amir Ansari & Kelly Schulz appeared first on UX Mastery.

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Transcript: Ask the UXperts: Efficiently Organise and Utilise Your Research Findings — with Benjamin Humphrey https://uxmastery.com/transcript-efficiently-organise-research-findings/ https://uxmastery.com/transcript-efficiently-organise-research-findings/#respond Thu, 08 Mar 2018 23:16:41 +0000 http://uxmastery.com/?p=64832 Benjamin Humphrey joined us on Slack to share practical solutions to help you use your findings effectively. Here is the full transcript in case you missed it.

The post Transcript: Ask the UXperts: Efficiently Organise and Utilise Your Research Findings — with Benjamin Humphrey appeared first on UX Mastery.

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Efficiently organising research findings so that we can effectively use them to their greatest benefit is often a pain point. Luckily help is at hand, in the form of Benjamin Humphrey.

Benjamin is co-founder of Dovetaila new product that helps teams understand their customers through analysis of user feedback and qualitative research.

We were lucky to have the opportunity to pick Benjamin’s brain in our Slack channel yesterday. It was one of the busiest sessions we’ve hosted but he managed like a trooper.

If you’re interested in seeing what we discussed, or you want to revisit your own questions, here is a full transcript of the chat.

Transcript

hawk
2018-03-07 23:04
The formal intro:

hawk
2018-03-07 23:04
Benjamin is a co-founder of Dovetail, a new product that helps teams understand their customers through organization and analysis of user feedback and qualitative research. Dovetail is kind of like Google Docs meets Trello, designed specifically for researchers and product managers.

hawk
2018-03-07 23:04

claudia.realegeno
2018-03-07 23:04
Do you find it easier to structure by primarily by participant, by event, or some other method?

hawk
2018-03-07 23:04
Prior to starting Dovetail, Benjamin was a lead designer at Atlassian working on JIRA Agile, the growth team, and Atlassian’s cloud platform. He led design initiatives to bring consistency and modernity to Atlassian’s cloud offerings and was heavily involved in shaping Atlassian’s new design language, “ADG 3”, and their new product Stride.

Benjamin is a multi-disciplinary designer working across research, user experience, interface design, and frontend development.

hawk
2018-03-07 23:05
Thanks heaps for your time today @benjamin – we appreciate it.

hawk
2018-03-07 23:05
Can you give us some history and a brief intro on the topic?

hawk
2018-03-07 23:05
Then we’ll get into questions.

benjamin
2018-03-07 23:05
Hey everyone!

benjamin
2018-03-07 23:05
Thanks for joining :slightly_smiling_face:

krisduran
2018-03-07 23:05
Thank you @benjamin for doing this today and sharing your experience!

benjamin
2018-03-07 23:06
As @hawk mentioned I’m a product designer, ex-Atlassian, and now founder / CEO of a SaaS startup focused on building a great product for teams to manage customer feedback & user research.

taraleeyork
2018-03-07 23:06
Hi everyone

benjamin
2018-03-07 23:06
I’d love to talk about anything to do with research, product design, and generally just building great products since that’s my passion.

benjamin
2018-03-07 23:06
To give you a few ideas for topics: advocating research inside a data-driven organization, the relationship between designers / researchers / PMs, collecting, storing, organizing, and analyzing data, sharing knowledge and getting buy-in with stakeholders, escaping the daily grind and setting long term visions, design / research team org structure, and more.

kaselway
2018-03-07 23:06
Well! There’s 7k people here so it’s a bit of chaos!

hawk
2018-03-07 23:07
Cool. Are you ready for questions?

benjamin
2018-03-07 23:07
Specifically the topic is about research data organization / sharing – but I’m also happy to expand beyond that if you have more general questions for me about design or reseach :slightly_smiling_face:

benjamin
2018-03-07 23:07
@hawk yep!

hawk
2018-03-07 23:07
Ok team, shoot…

hawk
2018-03-07 23:07
From @rachelreveley What can you do when you use various tools to create different deliverables such as Google Slides, Axure, Foundation etc?

maadonna
2018-03-07 23:08
How do you avoid re-researching the same things over and over? i.e. how do you make old research information available to start with, and only researching what you don’t know (I have never seen a team do this well – everyone just seems to re-research)

benjamin
2018-03-07 23:08
Hmm. What do you mean by “what can you do”? As in, how can you consolidate everything into a single deliverable / outcome?

taraleeyork
2018-03-07 23:08
What do you do when a client/employer tells you they don’t have a budget for research?

frankenvision
2018-03-07 23:09
Q: What inspired you to create Dovetail?

benjamin
2018-03-07 23:09
I think one of the problems I’ve seen in research is that there isn’t really a ‘standardised’ set of tools that researchers use. Unlike designers, which have Sketch / Photoshop / InVision emerging as the platform. Researchers still have a really disparate collection of digital and physical tools

benjamin
2018-03-07 23:09
They also tend not to talk to one another

rachelreveley
2018-03-07 23:09
Yes. I find that I end up with lots of very different pieces and have to somehow link them together

rvaelle
2018-03-07 23:10
And tips on being efficient on organizing and analyzing data? Not getting overwhelmed with data.:fearful:

benjamin
2018-03-07 23:10
@rachelreveley Right. I don’t feel like I have a great solution for you, to be honest. I think the variety in process / methods / and tuning the output to the stakeholders means that the number and type of tools you’ll use varies so much between projects

isha
2018-03-07 23:10
Wow – that’s a lot!

benjamin
2018-03-07 23:11
In the past everything tends to end up in a document or slideshow

benjamin
2018-03-07 23:11
which is not ideal, imo

benjamin
2018-03-07 23:11
part of the issue is that the raw data is disconnected from the output

rachelreveley
2018-03-07 23:11
They do. the closest to a solution so far is Basecamp but I’m not a huge fan.

benjamin
2018-03-07 23:12
Until there’s something that can suck in a bunch of data in different formats and let you manipulate that, analyze it, distill it, then spit it out as a great output for stakeholders, I think you’re a bit stuck with what we have today

benjamin
2018-03-07 23:12
At Atlassian we talked a lot about the “IDE” for people

benjamin
2018-03-07 23:12
Using that metaphor of developer IDE’s who have lots of powerful features

benjamin
2018-03-07 23:12
What’s the IDE for designers? PMs? Researchers?

benjamin
2018-03-07 23:13
I don’t think there’s a strong story yet for the latter

benjamin
2018-03-07 23:13
But you can see software emerging for the first two

benjamin
2018-03-07 23:13
Anyway, I’ll move on!

jamie
2018-03-07 23:13
What do you find is the best way to present your findings not only to stakeholders but to team members both in design and tech streams?

danielle
2018-03-07 23:13
What’s IDE?

james.g.jenner
2018-03-07 23:13
IDE = Integrated Development Environment.

benjamin
2018-03-07 23:14
@claudia.realegeno I’m architecting an in-house database to store research findings and struggling with how to incorporate tagging capabilities and account for events where there were multiple attendees. How do you handle these challenges in a world of normalized databases? Do you find it easier to structure by primarily by participant, by event, or some other method?

guido
2018-03-07 23:14
Intentionally Difficult Employees

guido
2018-03-07 23:14
oh

guido
2018-03-07 23:14
well, almost got it

benjamin
2018-03-07 23:14
@claudia.realegeno Your first part of the question might be a bit complicated for me to answer here. But the second part I can have a crack at. I think it really depends whether a) you’re doing a research project, with an end date, or b) you’re embedded in a team and you’re doing ongoing research.

benjamin
2018-03-07 23:15
Also if you’re doing strategic / tactical research

claudia.realegeno
2018-03-07 23:15
ongoing research

benjamin
2018-03-07 23:15
For instance, if you have a specific goal or outcome in mind

benjamin
2018-03-07 23:15
Right

benjamin
2018-03-07 23:15
So, user testing sessions, interviews, etc?

bkesshav
2018-03-07 23:15
Is there any tool that use AI and machine learning to highlight key findings and recommend areas to focus as pain points?

claudia.realegeno
2018-03-07 23:15
sometimes we have a clear measurable goal, sometimes it’s more qualitative

claudia.realegeno
2018-03-07 23:16
We’d like the flexibility for both, and even just grabbing ad-hoc statements

benjamin
2018-03-07 23:16
I think the general idea you want to get to then, with ongoing research, is building up a bit of a library of themes that you’re observing over time, beyond the specific individual events

benjamin
2018-03-07 23:16
At Atlassian, researchers are embedded inside product teams

claudia.realegeno
2018-03-07 23:16
yes, exactly!

benjamin
2018-03-07 23:16
So across a bunch of different methods, they’re forming these patterns / themes over time, and it’s somewhat irregardless of the actual method they used to discover those insights

benjamin
2018-03-07 23:17
Generally they’ll write up some stuff, maybe on a cadence, or perhaps have an ongoing short meeting, to then present the outcome of the events as evidence to support a more macro theme

benjamin
2018-03-07 23:18
So I would say, for ongoing research, you probably want to structure by theme as you go (you won’t start out with themes at the beginning) and then use the specific events as evidence

krisduran
2018-03-07 23:18
Do you have a recommendation on how to present data when talking with stakeholders?

benjamin
2018-03-07 23:18
@maadonna How do you avoid re-researching the same things over and over? i.e. how do you make old research information available to start with, and only researching what you don’t know (I have never seen a team do this well – everyone just seems to re-research)

benjamin
2018-03-07 23:18
Heh

benjamin
2018-03-07 23:18
This is like the biggest struggle that the Atlassian researchers had when I left

benjamin
2018-03-07 23:19
I think everyone struggles with this, especially growing companies where you have new people joining all the time

benjamin
2018-03-07 23:19
IMO the problem comes down to bad tooling for storing research insights

benjamin
2018-03-07 23:19
Too much reliance of “tribal knowledge” of long time employees, who would say something like, “hang on, didn’t we do this a while ago?” but you wouldn’t know that without them jumping in

jamie
2018-03-07 23:20
can you speak a bit about different methods you use to synthesize and document qualitative data

benjamin
2018-03-07 23:20
Part of the challenge is that the type of data you touch with research is so varied that no system handles it all perfectly. One product that works great for storing emails from customers or interview notes might not work for video. Another which is great for video might not work for tweets or survey results.

maadonna
2018-03-07 23:20
I’d be interested in hearing how anyone does this :slightly_smiling_face:

dorothee
2018-03-07 23:20
What do you do when you’re asked to provide a UX budget estimate for an upcoming product release, but you only have a very high-level idea of what the release theme is going to be?

benjamin
2018-03-07 23:21
@maadonna At Atlassian we had some success with organising things into “FAQ” style pages by product

benjamin
2018-03-07 23:21
Where you kind of start with the question and that links off to the research

krisduran
2018-03-07 23:21
Q: Do you find storytelling a key part of presenting data to non-research folks?

benjamin
2018-03-07 23:21
So if you had a question like, fairly generic, “What do people do in their first 5 days of using JIRA?” that might then link to some research on onboarding

benjamin
2018-03-07 23:21
But there are so many problems with this

benjamin
2018-03-07 23:21
It requires constant maintenance

benjamin
2018-03-07 23:21
It gets out of date

benjamin
2018-03-07 23:22
It also requires people to use the same formatting so you can compare apples to apples

krisduran
2018-03-07 23:22
Q: When do you know you’ve got enough data and need to pull back out of the rabbit hole?

benjamin
2018-03-07 23:22
Data repositories are kind of a way to solve it

benjamin
2018-03-07 23:22
But

benjamin
2018-03-07 23:23
The data itself is also quite messy in its original form so the repository ends up being tucked away out of view from stakeholders because it’s a total mess.

benjamin
2018-03-07 23:23
You really need some way to say, “hey, here’s my raw data, and it’s really messy, but I can take excerpts out of that and add them into something that’s more bite-sized and shareable.”

frankenvision
2018-03-07 23:23
Q: What do you do with results of your research when you realized you’ve headed in the wrong direction on a project?

bkesshav
2018-03-07 23:24
Q: Is there any tool that use AI and machine learning to highlight key findings from research and recommend areas to focus as pain points?

benjamin
2018-03-07 23:24
So yeah, I think, in larger companies, it’s a tooling problem. I think it’s probably only really a problem in larger companies anyway, because in a smaller organisation, you’ll have less researchers / designers who probably talk more and can hold more in their heads.

benjamin
2018-03-07 23:24
Heh

benjamin
2018-03-07 23:24
Popular topic

benjamin
2018-03-07 23:24
Okay, next one

benjamin
2018-03-07 23:24
@taraleeyork What do you do when a client/employer tells you they don’t have a budget for research?

benjamin
2018-03-07 23:24
Hmm. My co-founder sitting next to me says “offer them a trial”

benjamin
2018-03-07 23:24
Haha

benjamin
2018-03-07 23:24
No, I think, it really depends

benjamin
2018-03-07 23:25
If you’re really passionate about research for this project

benjamin
2018-03-07 23:25
Then I think you’ll want to find some way to do it sneakily on the fly

benjamin
2018-03-07 23:25
Even a few structured customer interviews, recorded, can be proof of the value of research

aquazie
2018-03-07 23:25
agreed on sneaking in, if needed

benjamin
2018-03-07 23:26
So for a couple of hundred dollars, you should be able to recruit maybe three people for 30 minute interviews

benjamin
2018-03-07 23:26
Then it’s just saying “the proof is in the pudding” right

benjamin
2018-03-07 23:26
We used this tactic A LOT at Atlassian

benjamin
2018-03-07 23:26
Especially a couple of years ago when research was starting to mature

benjamin
2018-03-07 23:27
Atlassian has gone through a stage of no designers → convincing the value of design → no researchers → convincing the value of research

benjamin
2018-03-07 23:27
And a lot of that was simply doing it, even if there wasn’t budget for it

benjamin
2018-03-07 23:27
Not the best answer, but yeah, that’s just the reality of organisational politics I guess

benjamin
2018-03-07 23:28
@frankenvision Q: What inspired you to create Dovetail?

benjamin
2018-03-07 23:28
I actually wrote a blog series on the beginnings of Dovetail

frankenvision
2018-03-07 23:28
Thanks @benjamin I will check it out

benjamin
2018-03-07 23:28
So for the full story I guess read that, but the abridged version is that I noticed a distinct lack of decent software for researchers when I worked at Atlassian

benjamin
2018-03-07 23:28
Research software, quite frankly, sucks

taraleeyork
2018-03-07 23:29
Thanks for the answer @benjamin

benjamin
2018-03-07 23:29
Ironically it’s often poorly designed and hella expensive

tyler
2018-03-07 23:29
Q: What are your views on prioritizing Quantitative Data over Qualitative User interviews for a consumer product?

benjamin
2018-03-07 23:29
It’s also a huge opportunity because it’s so far reaching

benjamin
2018-03-07 23:30
We think about the key tent pegs of research – collection, organization, analysis, and sharing

benjamin
2018-03-07 23:30
In each of those, you have a variety of tools

benjamin
2018-03-07 23:30
Survey software, data repositories, QDA tools, collab tools

benjamin
2018-03-07 23:30
Nobody has really flipped those verticals into one horizontal, integrated path

benjamin
2018-03-07 23:31
So that’s kind of the realization I had

benjamin
2018-03-07 23:31
@rvaelle Any tips on being efficient on organizing and analyzing data? Not getting overwhelmed with data.

cindy.mccracken
2018-03-07 23:31
Are you able to take study notes in Dovetail? Observers too?

benjamin
2018-03-07 23:31
Hmm. Being quite ruthless in what you keep around.

benjamin
2018-03-07 23:31
For instance, take a user testing session.

benjamin
2018-03-07 23:32
You might have 30 min of video there, but how much of that is setting up, introductions, technical issues, etc.

benjamin
2018-03-07 23:32
So maybe cut your user testing videos into a “highlight reel” and you’ll have less noise in your data

benjamin
2018-03-07 23:32
Also, I like the whole “insight as a tweet” thing

benjamin
2018-03-07 23:32
I’ve seen a lot of researchers write these really long internal blog posts or presentations

benjamin
2018-03-07 23:32
And they’re really ineffective IMO

benjamin
2018-03-07 23:33
The most successful approach I’ve seen is simply showing stakeholders actual quotes from customers or video from user testing.

benjamin
2018-03-07 23:33
For instance, at Atlassian, instead of creating research reports, I used to buy popcorn for our team and invite everyone (PM, developers, QA) along to watch pre-recorded user testing videos. After each one we’d discuss them together and take a few quick notes. Everyone knew what the problems were and the next steps. No need for a presentation or a report.

benjamin
2018-03-07 23:33
Let the data speak for itself

cindy.mccracken
2018-03-07 23:33
In a couple companies where I’ve worked, the best way to make sure research is kept top of mind is writing stories for the backlogs. Then they get prioritized with the rest of the work.

benjamin
2018-03-07 23:34
@jamie What do you find is the best way to present your findings not only to stakeholders but to team members both in design and tech streams?

benjamin
2018-03-07 23:34
Nice segue there

benjamin
2018-03-07 23:34
I can rattle off another couple of examples of techniques I used at Atlassian

benjamin
2018-03-07 23:34
I had lots of success bringing developers along with me on contextual inquiries or having them sit in on interviews. Assign them a role like photographer or note-taker. They love it and they can experience customer pain first hand.

benjamin
2018-03-07 23:35
Another technique I used at Atlassian was to set up a HipChat room and connect it to Twitter using IFTTT. All it did was show all the tweets mentioning @JIRA on Twitter, and spoiler, most of them were not happy tweets.

benjamin
2018-03-07 23:35
This brought customer pain in front of the team in the tools they use every day. We even put incoming user feedback on wallboard televisions alongside the developer’s build status.

benjamin
2018-03-07 23:35
I think the most effective researchers are the ones that simply act as a messenger for the data / evidence from the customer / users in the research

benjamin
2018-03-07 23:35
In some ways you’re kind of like a director of a movie

benjamin
2018-03-07 23:36
You have all of these clips on the cutting room floor

benjamin
2018-03-07 23:36
You need to take those and edit them into what you’re going to show, fit it into 1.5 hours

benjamin
2018-03-07 23:36
(hopefully a lot less than that)

frankenvision
2018-03-07 23:36
Q: How do you sort through pain points once you find them? Do you put them in a severity chart and vote on them with your team?

hawk
2018-03-07 23:37
FYI We have 10 questions queued up which will likely take us to the end of the session

benjamin
2018-03-07 23:37
Time is flying!

tyler
2018-03-07 23:37
I create a sortable excel sheet

benjamin
2018-03-07 23:37
@bkesshav Is there any tool that use AI and machine learning to highlight key findings and recommend areas to focus as pain points?

benjamin
2018-03-07 23:37
I don’t think there is any software that can do what researchers do today

benjamin
2018-03-07 23:38
There’s lots of ML that can *help* you get insights

benjamin
2018-03-07 23:38
For example, we just shipped automatic sentiment analysis yesterday

benjamin
2018-03-07 23:38
This is kind of helpful for parsing large amounts of data

benjamin
2018-03-07 23:38
It gives you a bit of a starting point to work from, everything strongly negative is in one place

benjamin
2018-03-07 23:39
Unless you have an enormous data set (which most companies do not), ML will not be able to uncover key findings / distill insights etc from a variety of raw data

benjamin
2018-03-07 23:39
I think eventually we might get to “black box research” but empathy and context are so important for research

davidbaird
2018-03-07 23:39
parsing is an interesting term. :slightly_smiling_face:. There in lies the appropriate degree of ‘filtering’

benjamin
2018-03-07 23:39
So I think computers can absolutely aid researchers

benjamin
2018-03-07 23:40
And there is not enough of that today IMO

cindy.mccracken
2018-03-07 23:40
I like this idea, but you’d need to capture those next steps somewhere, right?

benjamin
2018-03-07 23:40
But I don’t think researchers need to worry about being replaced by ML / AI

benjamin
2018-03-07 23:40
@krisduran Do you have a recommendation on how to present data when talking with stakeholders?

benjamin
2018-03-07 23:41
Somewhat covered above – keep it simple, brief, present the raw data / evidence where possible, stay away from long presentations. In Dovetail, the idea is that the raw data is stored alongside your insights, and then that can be shared with stakeholders to collaborate on. So then they can just click around and explore the insights, and dive into the raw data if necessary. It removes the disconnect between what’s in Powerpoint vs. what’s in your spreadsheet or Dropbox.

benjamin
2018-03-07 23:41
Another technique that I’ll quickly mention is to involve them throughout the process

benjamin
2018-03-07 23:41
This isn’t always feasible

benjamin
2018-03-07 23:41
But if it is possible, (same goes for design), it’s great if you can have your team involved in collection / analysis etc.

benjamin
2018-03-07 23:42
Again at Atlassian we tried to do this where possible

benjamin
2018-03-07 23:42
Turns out a developer is going to be much more likely to be excited about a new feature if she’s been invovled in the design process from the start

benjamin
2018-03-07 23:42
@dorothee What do you do when you’re asked to provide a UX budget estimate for an upcoming product release, but you only have a very high-level idea of what the release theme is going to be?

frankenvision
2018-03-07 23:43
Q: How many researchers did you work with at Atlassian?

benjamin
2018-03-07 23:43
Tell them estimation is hard and add 50% ?

benjamin
2018-03-07 23:43
I’m not sure, to be honest!

benjamin
2018-03-07 23:43
That’s what developers do to me all the time, so maybe it should go the other way too :joy:

benjamin
2018-03-07 23:43
@krisduran Q: Do you find storytelling a key part of presenting data to non-research folks?

benjamin
2018-03-07 23:43
Yep, absolutely!

benjamin
2018-03-07 23:44
At Atlassian, every year, the design / research / writing team come together from around the world in Sydney and have a week together

benjamin
2018-03-07 23:44
I’ll find the video, hang on

bkesshav
2018-03-07 23:44
I didn’t ask if AI can replace researchers, can technology like AI infer and create insights from the research outcomes.

Most time is spent looking in to the raw data and research findings. Can technology use the data to make the process of analysis and drawing insights.

benjamin
2018-03-07 23:45
Anyway, the theme from a couple of years back was storytelling

benjamin
2018-03-07 23:45
I think it’s a critical skill for designers and researchers, and PMs. Everyone, really.

benjamin
2018-03-07 23:45
You need to take people on a journey, build empathy with characters (often the users), and propose a solution

benjamin
2018-03-07 23:45
It’s somewhat like making a film. Pixar are very good at this. Channel Pixar in your research!

benjamin
2018-03-07 23:46
@bkesshav Right. My answer would be not right now, but in a few years, possible. At the moment the ML / natural language stuff is mostly helpful for broadly categorising large sets of data.

benjamin
2018-03-07 23:46
To get true insights you need a human touch to understand the context and the goal of the research

benjamin
2018-03-07 23:46
@krisduran Q: When do you know you’ve got enough data and need to pull back out of the rabbit hole?

benjamin
2018-03-07 23:47
Good question. When you start seeing the same things over and over.

benjamin
2018-03-07 23:47
In theory, the obvious themes will emerge quite quickly during your research.

benjamin
2018-03-07 23:48
It also depends a lot on how rigorous you want to be

benjamin
2018-03-07 23:48
Often, with research, you’re not looking for statistical significance

benjamin
2018-03-07 23:48
There’s usually no need for that level of certainty

benjamin
2018-03-07 23:48
Research is very helpful as a quick, lean, and directional approach a lot of the time

benjamin
2018-03-07 23:48
I’d recommend Erika Hall’s book Just Enough Research

benjamin
2018-03-07 23:48
Which is entirely devoted to this topic

benjamin
2018-03-07 23:49
@frankenvision Q: What do you do with results of your research when you realize you’ve headed in the wrong direction on a project?

benjamin
2018-03-07 23:49
If the data is valuable, keep it, and maybe write a brief summary of what you learned, even if it’s not relevant for the project.

benjamin
2018-03-07 23:49
Again depends on whether you’re embedded, doing ongoing research, or whether you’re working on a once-off project

benjamin
2018-03-07 23:50
If it’s completely worthless and will be in the future, then chuck it. Don’t fall into the sunk cost fallacy.

benjamin
2018-03-07 23:50
@tyler What are your views on prioritizing Quantitative Data over Qualitative User interviews for a consumer product?

benjamin
2018-03-07 23:50
Spicy question!

frankenvision
2018-03-07 23:50
thanks

benjamin
2018-03-07 23:50
I don’t think there’s any need to prioritize one over another

benjamin
2018-03-07 23:50
They’re very different

benjamin
2018-03-07 23:51
A huge myth in software development is that these two things compete against one another

benjamin
2018-03-07 23:51
That couldn’t be further from the truth

benjamin
2018-03-07 23:51
Quant can tell you *what* users are doing, but qual can tell you *why*

benjamin
2018-03-07 23:51
I wrote a wee piece on this: https://dovetailapp.com/guides/qual-quant

benjamin
2018-03-07 23:52
There’s a whole topic here, in itself, which is using qual and quant data in software development

benjamin
2018-03-07 23:52
humans love certainty

benjamin
2018-03-07 23:52
people think quantitative data brings certainty

benjamin
2018-03-07 23:53
but often, it’s really misleading / open to interpretation

hawk
2018-03-07 23:53
You’re rocking this @benjamin

benjamin
2018-03-07 23:53
There’s been a huge trend the past few years

hawk
2018-03-07 23:53
We have 2 questions left and we’ll call it a wrap

benjamin
2018-03-07 23:53
Companies think quantitative data has become a “solution” for a lot of people, a silver bullet

benjamin
2018-03-07 23:53
Partly because it’s been much more accessible

benjamin
2018-03-07 23:53
Before we had Mixpanel, GA, etc.

benjamin
2018-03-07 23:54
We had to talk to users, talk to customers

benjamin
2018-03-07 23:54
These tools made quant much easier to access, and since humans love certainty, they seemed to provide it

benjamin
2018-03-07 23:54
As someone who worked on growth / analytics at Atlassian, I can assure you that analytics are often anything but certain

benjamin
2018-03-07 23:55
There’s a bit of a renaissance happening now I think

benjamin
2018-03-07 23:55
A few years back, the 4th or 5th hire in your startup would be a data analytics / growth person

benjamin
2018-03-07 23:55
Now I’m seeing more and more Dovetail customers who are startups with researchers as that hire

benjamin
2018-03-07 23:55
@cindy.mccracken Are you able to take study notes in Dovetail? Observers too?

benjamin
2018-03-07 23:55
Yep. Not 100% sure what you mean by observers, but it has a real time collab editor, like Google Docs.

benjamin
2018-03-07 23:56
@frankenvision Q: How do you sort through pain points once you find them? Do you put them in a severity chart and vote on them with your team?

cindy.mccracken
2018-03-07 23:56
Yeah, that’s what I mean.

benjamin
2018-03-07 23:57
@frankenvision Yeah, sort of. It kind of depends on the team. With a newer team, you’ll need more structure, so probably some card sorting or meetings to prioritise what to work on. If the team is smaller, or more established, then you’ll probably have more trust, so maybe the researcher can just suggest an ordered list of pain points to work through.

benjamin
2018-03-07 23:58
I can show you a screenshot of our customer feedback board on Dovetail

benjamin
2018-03-07 23:58
The tags, that is

benjamin
2018-03-07 23:58

benjamin
2018-03-07 23:59
This is basically how we manage our pain points / customer feedback

benjamin
2018-03-07 23:59
So everything is tagged, then we use the board to group the tags into product areas or existing vs. new feature

benjamin
2018-03-07 23:59
Then rank them

benjamin
2018-03-07 23:59
So something similar to that is probably a good way to sort / organize your pain points – either on a post-it note board, or Trello, or Dovetail if you want to try that

benjamin
2018-03-08 00:00
That was the last question, I think!

hawk
2018-03-08 00:00
Nice!

benjamin
2018-03-08 00:00
I can stick around for a few more minutes, if anyone has anything pressing

hawk
2018-03-08 00:00
That was pretty full on but you killed it.
__end transcript__

benjamin
2018-03-08 00:00
Or maybe a follow up from anything I said?

frankenvision
2018-03-08 00:00
That was a great session, thanks

hawk
2018-03-08 00:00
Much appreciated.

The post Transcript: Ask the UXperts: Efficiently Organise and Utilise Your Research Findings — with Benjamin Humphrey appeared first on UX Mastery.

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