How to prep an effective kick-off workshop in 3 steps

Who am I and what do I know?

I’m a UI designer

Who am I and what do I know?

I’m a UI designer I’m part of a team

Who am I and what do I know?

I’m a UI designer I’m part of a team I work at a full-service software house

What is a client workshop for?

What is a client workshop for?

1. Get on the same page

What is a client workshop for?

1. Get on the same page

2. Get all information

What is a client workshop for?

1. Get on the same page

2. Get all information

3. High-energy kick off

What is a client workshop for?

1. Get on the same page

2. Get all information

3. High-energy kick off

4. Team building

What is a client workshop for?

It’s not science

Step 1 – check what you have

4 Bases

StoryScopeBrand User

Story

What problem are we solving?

Why are we doing this project?

What are the goals of this project?

User

Who is the target user?

Do we have actual data?

Is there an existing user base?

Scope

How much time do we have?

Are we making an MVP?

Is there a list of features?

Brand

Are there existing branded materials?

What is the brand personality?

How does this project fit into the brand story?

Step 2 – Get what you need

Step 2 – Get what you need *

If you have everything, go straight to planning.

Story

1 Week:

Lean Canvas Fill The Gaps

1 Day:

Lean Canvas

Fill The Gaps

Try out (product)!

You will never (user problem) again. Thanks to (the most important feature) you will be able to (goals to achieve).

Feel like (users emotions).

Users

1 Week:

Surveys Key Questions

1 Day:

Surveys

Typical day

Other apps

Values and opinions

Experience

...

Key Questions

Age

Lifestyle

Brand Affiliation

Social Behaviour

Scope

Scope

Do nothing.

Brand

1 Week:

Request materials Brand Personality

1 Day:

Request Materials

Brandbook

Website

Catalogues

Flyers

...

Brand Personality

Describe the brand in 5 adjectives.

Step 3 – See what you can do

StoryScopeBrand User

Goals Flows Prioritise Users Features App

PersonalityVisual

Guidelines

Our Favourite Tools

Futurespective

Problem:

Find out the most important goals

(business and personal)

Futurespective

Futurespective

Futurespective

internal/process

measurable

emotional

User Journey Maps

Problem:

Every feature is equally important!

User Journey Maps

ACT

ION

S

PRODUCT SALE

PERSONAUSER JOURNEY MAP

MARYLIN33 YEARS

here goes your persona’s

decription:

behaviours

interests

experience with product

(power user vs newbie)

etc

answer

questions

find out

about sold product

dispatchreceive feedback

EMO

TIO

NS

MU

ST-H

AVE

SHO

ULD

-HA

VE

EXCI

TERS

User Journey Maps

ACT

ION

S

PRODUCT SALE

PERSONAUSER JOURNEY MAP

MARYLIN33 YEARS

here goes your persona’s

decription:

behaviours

interests

experience with product

(power user vs newbie)

etc

answer

questions

find out

about sold product

dispatchreceive feedback

EMO

TIO

NS

MU

ST-H

AVE

SHO

ULD

-HA

VE

EXCI

TERS

How does this make them feel?

User Journey Maps

ACT

ION

S

PRODUCT SALE

PERSONAUSER JOURNEY MAP

MARYLIN33 YEARS

here goes your persona’s

decription:

behaviours

interests

experience with product

(power user vs newbie)

etc

answer

questions

find out

about sold product

dispatchreceive feedback

EMO

TIO

NS

MU

ST-H

AVE

SHO

ULD

-HA

VE

EXCI

TERS

Without these, the flow doesn’t work.How does this make them feel?

User Journey Maps

ACT

ION

S

PRODUCT SALE

PERSONAUSER JOURNEY MAP

MARYLIN33 YEARS

here goes your persona’s

decription:

behaviours

interests

experience with product

(power user vs newbie)

etc

answer

questions

find out

about sold product

dispatchreceive feedback

EMO

TIO

NS

MU

ST-H

AVE

SHO

ULD

-HA

VE

EXCI

TERS

Without these, the flow doesn’t work.

Users will notice if these aren’t there.

How does this make them feel?

User Journey Maps

ACT

ION

S

PRODUCT SALE

PERSONAUSER JOURNEY MAP

MARYLIN33 YEARS

here goes your persona’s

decription:

behaviours

interests

experience with product

(power user vs newbie)

etc

answer

questions

find out

about sold product

dispatchreceive feedback

EMO

TIO

NS

MU

ST-H

AVE

SHO

ULD

-HA

VE

EXCI

TERS

Without these, the flow doesn’t work.

Users will notice if these aren’t there.

Respond to this

How does this make them feel?

Point Voting

Problem:

But we have business goals!

Point Voting

+feature list finite number of votes

Point Voting

Visual Extremes

Problem:

Poster by Mark Shanley and Paddy Treacy

Visual Extremes

Visual Extremes

Visual Extremes

overall similar

Visual Extremes

overall similar

details different

Visual Extremes

App Personality Deck

Problem:

Why is this design so boring/serious/juvenile/(adjective of your choice)?

Standard Schnauzer

relaxed

dynamic

low-key

smart

pleasant

App Personality Deck

Personal Assistant

seriousplain

popular

complicated

diplomatic

Best Friend

friendlydecisive

popularsmart

honest

App Personality Deck

Standard Schnauzer

relaxed

dynamic

low-key

smart

pleasant

Personal Assistant

seriousplain

popular

complicated

diplomatic

Best Friend

friendlydecisive

popularsmart

honest

App Personality Deck

Standard Schnauzer

relaxed

dynamic

low-key

smart

pleasant

Personal Assistant

seriousplain

popular

complicated

diplomatic

Best Friend

friendlydecisive

popularsmart

honest

WORK IN PROGRESS

Our Favourite Books

Nothing beats user testing.

Questions?

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