Craig Peters: Running Great Review Meetings

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Information about Craig Peters: Running Great Review Meetings
Business & Mgmt

Published on February 17, 2014

Author: amydubin1



Presentation designed to illustrate the Information Architecture of professional interactions, story telling and project building.

See flickr from World Information Architecture Day, where this was presented by searching tag: wiad2014 and wiad14pdx

CRAIG PETERS How to run a successful design review #WIAD14PDX #uxlead @craigpeters

• No context • No timeframes • No instructions

1 #WIAD14PDX Establish strong relationships #uxlead @craigpeters


SUCCESS of the engagement

Swoop and Poop

2 #WIAD14PDX Lead everyone through the story of the engagement. #uxlead @craigpeters nload Table Runner Timeline: Design Phase 1 Mid-Sep Oct Nov Dec Jan SITE MAP UCD PLAN USER FLOWS 11/22 10/26 10/28 12/7 12/16 12/22 1/12 1/18 1/26 PROTOTYPE ITERATION Home & Nav Round 1 Round 2 Round 3 Round 4 Home Page Approach & Navigation System Wireframe Home Page, Lorem, Ipsum Iterate wireframes, apply visual design to "Front Doors" Iterate wireframes, apply visual design Extend content & visual design Prototype Iteration Timeline Prototype pages will be created with Adobe Fireworks CS5. Wireframes Prototype Content Visual Design Wireframes will be updated with visual design and prototype content at the final stage. Draft content will be incorporated into wireframes for key pages. Development of prototype content will leverage the following items from the Content Team: Acme Editorial Guide, Content Positioning Templates, and content outlines for each page. While the site map, user flows, and Prototype Iteration 1 are in progress, the Visual Designer will develop visual design solutions for the Acme home page and visual explorations for infographic styles. v1.0 Content (content for the live site) The content strategy for the live site will drive the content strategy for the prototype. There are a number of tasks, deliverables, roles, and milestones being planned by the Content Team. Feedback Deliverable Sign-Off Iteration Sign-Off John D Core Review John D John D John D Sponsor Review John D Designate feedback coordinator to Specific deliverable sign-off Approval that we're moving in the Jane D Jane D Jane D Jane D Jane D consolidate feedback and receive details on subsequent pages right direction and can proceed into John D John D John D John D John D all levels of approval the next iteration

Design Brief One Sheeters

A little kingdom I possess, where thoughts and feelings dwell; and very hard the task I find of governing it well. - Louisa May Alcott

“It‟s not just a gut reaction. It‟s not a judgment. It‟s a comparison of the design or idea you‟re evaluating against the goals and objectives the creator is trying to ” satisfy with it. - Aaron Irizarry and Adam Connor

3 #WIAD14PDX Create alignment on Goals & Objectives …and then some #uxlead @craigpeters

Kickoff Meeting

Project Overview: Mission Statement Mission Statement for this Engagement We will design a new Acme interaction model that is well-received, enables seamless user adoption, and most importantly, increases productivity for thousands of Acme users For the sake of… Acme supports team members in the pursuit of better service to clients and greater revenue for Acme Corporation. How will the users lives be different? Acme users will sell more, better informed, convey greater confidence, and make smoother handoffs. How will we accomplish this? We will focus on workflows, design for ease of use, regularly test with users, and work collaboratively with the internal team.

Design Strategy

Guiding Principles for Design During our discovery phase, we identified a number of opportunities to improve the Acme experience. We have organized these opportunities into 3 main themes, or guiding principles, that will help shape the new experience. Principle 1: Increase Productivity Principle 2: Optimize for Service Excellence Principle 3: Instill Trust Acme Design Strategy Presentation – page 7

Principle 1: Increase Productivity Help me work as efficiently as possible. “ How would I measure success? If I were to go out and visit Acme offices, Lorem Ipsum would be on most users’ desktops most of the time, because they prefer this tool that is helping them be more effective. ” - Jane Doe, Senior Manager, Important Group, Feb 2012 Acme Design Strategy Presentation – page 8

Principle 1: Increase Productivity Managing Lorem Ipsum Section I want tools to review and manage lorem ipsum so that I can focus on my most valuable clients • I want granular control over which clients appear in lorem ipsum • I want advanced controls for searching, filtering, sorting, grouping, and pagination of lorem ipsum • I want predefined, targeted views of lorem ipsum that support my common use cases, and I want to customize these views as needed • When using search or lorem ipsum views, I want visibility into load time vs. data trade-offs • I want to edit directly in lorem ipsum table views without having to make additional clicks • I want to make updates to multiple items at once • I want to export and/or print lorem ipsum views Acme Design Strategy Presentation – page 10

Principle 1: Increase Productivity Search I want an easy way to find a single client or groups of clients based on specific criteria • I want to quickly find a client • I want to search using advanced criteria, such as: • Clients added in last six months • Only clients in the lorem ipsum with more than $2 million in assets • Partial criteria like first name and city • I want to configure the sorting and grouping presentation for the results Acme Design Strategy Presentation – page 9

4 #WIAD14PDX Attain “pre-approval” and develop allies before the meeting. #uxlead @craigpeters

GET THEM TO COMMIT “Do you have any concerns about the direction?” “At the end of the last meeting, there were some concerns about _____. How are you feeling about that now?” “If we present this in two days, what do you think will be _____‟s concerns?”

GET THEM TO PARTICIPATE And now Marissa‟s going to introduce this next section. Thanks Craig. What we‟re going to cover next is…

Are we ready for the meeting yet?! YES Finally!

5 Elevate the Conversation to Strategy #WIAD14PDX #uxlead @craigpeters

Set the Stage

Eyes on the Prize “ We want to be perceived as forward-thinking and sophisticated…and, of course, we want to drive sales. ” “ How would I measure success? If I were to go out and visit our offices, this tool would be on most users‟ desktops most of the time; because they prefer it. Not „I have to use it‟, but rather „I choose to use it.‟ That would” success. be

Example: Site Map review

Example: Detailed User Flows

Example: Wireframe Review

Tell the story of the designs with a narrative

Walking through the designs • Weave goals & objectives into the user • narrative interaction step by step Show each • Remind them how to give feedback • Guide feedback to goals and objectives • Advocate using goals & objectives • Pick your battles • Solve later

Sidebar: Whatever it takes to tell the story

Example: Wireframes for tablet browser

#WIAD14PDX #uxlead @craigpeters 1 Establish strong relationships 2 Lead everyone through the story of the engagement Create alignment on Goals & 3 Objectives …and then some Attain “pre-approval” and develop allies 4 before the meeting 5 Elevate the Conversation to Strategy

CRAIG PETERS #UXLead @craigpeters

#UXLead #WIAD14PDX @craigpeters 1 Establish strong relationships 2 Lead everyone through the story of the engagement Create alignment on Goals & 3 Objectives …and then some Attain “pre-approval” and develop allies 4 before the meeting 5 Elevate the Conversation to Strategy

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