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10 Sure-re Communication Tools from a UX Strategist’s Toolbox Sarah B. Nelson, Principal of User Experience

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10 Sure-!re Communication Tools from a UX Strategist’s ToolboxSarah B. Nelson, Principal of User Experience

50% of our job0% of our training

image of meeting room

50% of our job0% of our training

work smarternot harder

participatory design

Designing with users, not for users.

Users aren’t designers.

essentialsbasic communication skills (3)

ideascreative ways to communicate (7)

essentials

essentialslearning styles (1)

essentialslearning styles (1)

Primary Learning Styles Visual

Visual-linguistic

Visual-spatial

Auditory

Kinesthetic

essentialslearning styles (1)

Visual LearnersLearn through seeing

Tools that visual learners might respond to:diagrams and charts

photographs and illustrations

mindmaps

essentialslearning styles (1)

AuditoryLearn through listening

Tools that visual learners might respond to:discussions and debates

stories

essentialslearning styles (1)

KinestheticLearn through moving, doing and touching

Tools that visual learners might respond to:body storming

hands on design, paper prototyping

physical prototyping

essentialslistening (2)

essentialslistening (2)

1. Meet the person next to you2. Choose a Listener and Speaker3. Speaker: Speak for 1.5 minutes4. Listener: Just listen. Don’t comment or speak.

Talk about an object that you have or want to have that you love.* thanks to Kevin Brooks for this great exercise

Let’s do this*

essentialsdrawing (3)

ideas

ideatemplates (1)

Good for

• Get drawing quickly

• Help those who can’t draw participate

• Build con!dence in visual skills

ideatemplates (1)

ideaworksheets (2)

persona idea number

considerations for other personas

clear space for ideas

compelling title

Stakeholders discussing concepts

Designer listening

Use familiar narrative forms to describe an interaction.

Use familiar narrative forms to describe an interaction.

Good for

• Getting answers to speci!c question

• Helping people understand what to do

• Structuring a meeting

• Helping people get their individual ideas out

ideaworksheets (3)

ideaposters (3)

These posters were used to add detail to a concept

then evaluate its desirability to users, feasibility for

implementation, and viability in the marketplace.

Good for

• Getting stakeholders to work together

• Focusing and deepening conversations

• Developing concepts

• Keeping a record of people’s work

ideaposters (3)

ideasketchboards (4)

Good for

• Rapid iteration of designs

• Working with local or internal clients

• Showing your progress and work

• Keeping a record of your work from session to session

ideasketchboards (4)

idearemote whiteboard (5)

Other options

• Dabbleboarddabbleboard.com

• GE’s Imagination Cubed imaginationcubed.com

• Scriblinkscriblink.com

idearemote whiteboard (5)

What you need

• Illustrator, Omnigraffle, Photoshop, etc

• Wacom tablet (optional)

• Screensharing software (Go2Meeting, etc.)

idearemote whiteboard (5)

Good for

• Collaborating with remote teams

• Communicating visually quickly

• Rapidly iterating on designs

idearemote whiteboard (6)

ideavideo diaries (6)

What you need

• Video camera (#ip, built-in camera, etc.)

• Video editing software (iMovie)

• Place to post

ideavideo diaries (6)

Good for

• Sharing with remote teams

• Sharing your work beyond the core team

ideavideo diaries (6)

ideateam blogs (7)

Profile Projects Goals

ProjectsHighlights of Dave’s projects

UCSF Nursing: Initial Wireframes & SitemapFriday, September 3, 2010Delivered wireframes and sitemap on schedule.

Next Steps: Lead UX workshop reviewing designs.Read more...

UCSF Nursing: Goals & Value Prop Workshop -“Breakthrough”Friday, August 13, 2010Facilitated very successful workshop which Sheila, the Chief Nursing Officer considered a“breakthrough” in that it led them to articulate a fundamental departmental goal which thiseffort can help them achieve: enabling nurses to connect and share information acrossdepartments.Read more...

UCSF Nursing Schedule CreationWednesday, August 11, 2010Initiated and facilitated creation of schedule for Experience Strategy phase of the project.

The proposal and kickoff deck did not identify any UX deliverables during the ExperienceStrategy phase (sitemap and wireframes were scheduled for delivery in mid-October, seebelow). After the kickoff, PM...Read more...

UCSF Nursing Audience WorkshopWednesday, August 4, 2010Read more...

UCSF Nursing KickoffWednesday, August 4, 2010Led the kickoffRead more...

Ancestry Tesla: Final Presentation & PrototypesTuesday, July 13, 2010Today, I presented the designs and prototypes to the clients Eric Shoup (SVP of Product), JayFichialos (Director, UX), David Graham (Director, Organizing and Community Team), andKenny Freestone (Product Manager).

They were all delighted by the big ideas including templates, automation, document...Read more...

Ancestry Tesla: Annotation Application DesignFriday, July 9, 2010

Read more...

Ancestry Tesla: Weekly Client WorkshopsWednesday, June 16, 2010Today, I presented the designs and prototypes to the clients Eric Shoup (SVP of Product), JayFichialos (Director, UX), David Graham (Director, Organizing and Community Team), andKenny Freestone (Product Manager). They were all delighted by both theTesla_Project_Summary_July_13_10.pdf and the...Read more...

Ancestry CONVERSION project: Concepting, sketching,participating in client meetingsMonday, June 14, 2010I participated and contributed to the majority of client work sessions and presentations on theCONVERSION project, which ran concurrently with the TESLA project.

I proposed and sketched design concepts which had a direct impact on the project, includingthe home page design.

Final Homepage...Read more...

Ancestry Tesla: Media Gallery ApplicationWednesday, June 9, 2010

Read more...

Ancestry Tesla: SchedulingWednesday, June 2, 2010Led re-scoping and scheduling of project milestones.

Project goals changed from high-level concept work to highly detailed designs ready forimmediate handoff to visual design and engineering. Complex Media Gallery design was alsoadded to the project. A completely new process was necessary to...Read more...

WebEx: Final Prototype for UsabilityMonday, May 24, 2010Consectetuer arcu ipsum ornare pellentesque vehicula, in vehicula diam, ornare magna eratfelis wisi a risus. Justo fermentum id. Malesuada eleifend, tortor molestie, a fusce a vel et.Mauris at suspendisse, neque aliquam faucibus adipiscing, vivamus in. Wisi mattis leosuscipit nec amet, nisl...Read more...

WebEx: Mentor & Direct Jr. DesignerFriday, May 21, 2010Provide project and WebEx client orientation and ramp-up for Gauri Scharma.Lead regular 1-1 checkins, and provide support regarding her status and deliverables for WebEx.Read more...

Itaú New Business Concept & ProposalTuesday, April 27, 2010Participated in several client meetings, and played instrumental role in crafting our approachand proposal.

Read more...

WebEx ACCOUNT STRATEGY RecommendationsWednesday, April 21, 2010https://hotprojects.basecamphq.com/projects/3755072/posts/31675925/comments

Thinking strategically about our relationship with WebExFrom:Dave EresianDate:Wed, 21 Apr 2010 at 1:21pmHi all,I’m confident that Hot Studio can grow it’s relationship with WebEx—if we invest more timeand collective...Read more...

WebEx Templates & ComponentsWednesday, April 21, 2010

Read more...

WebEx Strategy & WireframesFriday, April 16, 2010

Read more...

WebEx Register Flows & DesignsWednesday, April 14, 2010Create robust flow charts, screen flows, and detailed wireframes for multiple registrationflows.Read more...

iPhone Prototype tutorial to UX GroupWednesday, February 10, 2010Walk UX group through process of creating interactive prototype on iPhone using Omnigraffleand external scripts.Read more...

Smule New Business ConceptFriday, January 29, 2010Quickly proposed, sketched, and prototyped this product concept.

It was Hot Studio’s first interactive prototype which runs on an iPhone.Read more...

WebEx Usability Prototype Design & CreationWednesday, December 16, 2009Read more...

WebEx Buy FlowsTuesday, September 22, 2009Created various ecommerce flows for multiple scenarios, for both external beta and generalrelease sites.

Read more...

WebEx Persona Discovery & Research ProposalSaturday, August 29, 2009Conducted kickoff, stakeholder interviews, and review of existing research. Then prepared aresearch plan for personas development based on a combination of qualitative and qualitativemethods: WebEx_Personas_Discovery_Research_8.28.09.pdf

Read more...

WebEx Sign In Flows and DesignFriday, July 31, 2009

Read more...

WebEx Product DesignsFriday, February 20, 2009Designed and documented on-boarding, ramp-up recommendations for the product:Product_First_Experience_02_20_09.pdf

Read more...

WebEx Artemis StrategyTuesday, January 27, 2009Collaborated with Renee and Marsha on Discovery & Strategy, including competitive research,stakeholder interviews, personas extensions, concept maps, flows, sitemaps, wireframes, anddocumentation.

Read more...

Go to archive

Profile Projects Goals

Goals 2010

Participate full time on at leastone project which includesproduct (concept) design,device design, or service design

Measurable: yes Achievable/Action-oriented: yesRealistic/Relevant: Digital Strategy, not WebStrategyTime-boxed: by December 2010Supporting Resources: Staffing needs tosupport this

• Milestones/Prerequisites:✓ successfully finish &/or xfer WebExrelationship to another designer✓ segue from full-time WebEx into part-time✓ oversee/mentor junior designer, TBD

1.

•••

••

••

Leadership skills development

• Deepen facilitation skills/experience:

✓ Observe/SupportWorkshops/Facilitations being run byothers✓ Attend 1 educational events - e.g.Grove every 6 months

• Deepen Creative Lead skills/experience

• need to discuss specific opportunities

✓ Mentor & direct junior designer

✓ Participate in new biz pitches

✓ Participate in scoping process

✓ Attend IxDA and BayCHI eventsregularly

Measurable: yes• Achievable/Action-oriented: yes

Relevant: yesTime-boxed: by December 2010

• Supporting resources: creative lead skillsdefinition and opportunity to develop

• Milestones/Prerequisites:

3.

••

Serve as a prototypingadvocate/evangelist

• Take a leadership role in helping Hotprototype more projects (esp. Hot UX’ers)

• Spearhead creation of resource library,including previous projects, best practices/examples, tutorials/ toolkits

• Facilitate 1workshop/roundtable/presentation perquarter on prototyping and/or alternatedeliverables

✓ Be available for consultation with otherprojects

✓ Include prototyping in all my projects

• TBD: Help coordinate/manage externalresources for advanced prototyping needs

Measurable: increase in % / number of projectsusing prototypes (need current stats)

• Achievable/Action-oriented: TBD First 4months, TBD: 2 kits, 1 workshop, 1+consultationRelevant: Work Nimbly; reduce printeddocumentationTime-boxed: quarterly

• Supporting resources: budget for resources --books, webinars, etc.

• Milestones/Prerequisites: This will requireallocation of time, independent from projects

2.

Additional Areas of interest• Business Development

• User Research

• Deliverables (e.g. Contribute todevelopment of Hot deliverables toolkitsand standards)

• R&D projects

• Process and Tools

Projects which are

• language-related

• music-related

• international

socially-constructive

Good for

• Disseminating knowledge and practice amongst a team

• Keeping a record of your accomplishments

• Helping people !nd others with experience or knowledge they need

ideateam blogs (7)