kick ass kickoff's to focus research

18
Kick Ass Kick-offs with Jacinta McMahon, Head of UX Design, Bourne Digital

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Page 1: Kick ass kickoff's to focus research

Kick Ass Kick-offs

with Jacinta McMahon,Head of UX Design,Bourne Digital

Page 2: Kick ass kickoff's to focus research

Pieces of Paper Clients

Extra

Page 3: Kick ass kickoff's to focus research

New projectWoohoo, a new client or

project to dig into

Page 4: Kick ass kickoff's to focus research

Wrapping your head around what to do

❏ Have you read the proposal?❏ Have you seen the initial client brief?❏ What is the scope of this project?❏ What are the planned deliverables?

Oh, and when do we get started?

Page 5: Kick ass kickoff's to focus research

Doing your homework for the kick-off meetingResearchKnow who’s coming.

Know who needs to come. Liaise with key client point of contact.

Review the client brief/proposal.

Know the scope of this piece of work.

Hypothesise a problem statement.

AgendaCraft or review the Agenda.

Include questions in the agenda to trigger thought.

Know where you can add value with questions or direction.

AttendeesInvite the right people!

Have the decision makers in the room.

Include cross- functional members of your team.

Share the agenda in advance.

Page 6: Kick ass kickoff's to focus research

Sample Research activities from the proposal

Desktop Research

Heuristic Evaluations

Documentation Review

Competitive Analysis

Testing

Current-state usability evaluation

Cognitive Walk-through

Workshops

Stakeholders

Customers

Employees

Contextual Research

Interviewing

Diary Studies

Ethnographic observation

Content

Audit

Strategy

Journey Mapping

Stakeholders

Customers

Employees

Information Architecture

Best Practice

Card Sorting

Tree Testing

Red routes analysis

Deliverables

Personas

Customer Journey Maps

Test Report

New Site Map

Page 7: Kick ass kickoff's to focus research

How on earth do we get all that done?

We have four weeks in the Discovery phase of our project… how do we learn as much as possible to deliver value to our client?

Page 8: Kick ass kickoff's to focus research

How on earth do we get all that done?

Setting clear objectives for the project

A flexible research plan based on real project objectives

Pragmatic application of our research methods

Page 9: Kick ass kickoff's to focus research

How do we set clear objectives for the project?

A great Kick-off meeting, of course ;)

Page 10: Kick ass kickoff's to focus research

A meeting is a gathering of two or more people convened for the purpose of achieving a common goal through

interaction.

Management 3.0, “Better Meetings”

Page 11: Kick ass kickoff's to focus research

A good Kick-off Agenda

PeopleAgain, make sure you get you get the right people in the room.

Having a meeting without the key decision makers is a mistake that can lead to wasted time and effort.

SuccessWhat does success look like for this project?

Gather participant’s definition of success.

Probe to clarify what these really mean. Really understand why.

Understand the key results or outcomes that we want to see as a result of the project.

ActionsGather a list of action items.

What needs to be actioned and by whom

DependenciesInformation sought

Timings

What information, documentation, access is needed to initiate discovery?

Page 12: Kick ass kickoff's to focus research

Other Kick-off tips

Active ListeningDon’t be afraid to probe and clarify Why on participant’s success metrics.

Listen, without discounting when they are out of scope. Probe to bring the goal back to earth.

Repeat back to the participant; rephrase or paraphrase to get very clear on the intent.

Rationalise some success factors (asking why)

Summarising and AgreementKnow the scope & express the limits.

Summarise realistic Goals - this takes some thinking, yes.

Be honest.

State where a goal might not have clear metrics i.e. where a goals is for increased conversion vs where a goal is for awards and recognition differ.

Timelines should follow after the meeting. Don’t rush to agree to timings.

Page 13: Kick ass kickoff's to focus research

You should ensure that attendees remember to be there, remember what

happened and remember what their tasks and responsibilities are.

Management 3.0, “Better Meetings”

Page 14: Kick ass kickoff's to focus research
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After the meeting

Don’t forget to share your action points and meeting minutes with all those involved.

Time to get started devising your new research plan. You will be guided by your project objectives!

Page 16: Kick ass kickoff's to focus research

Effective meetings don’t happen by accident, they happen by design.

Catherine Mattiske, Making Meetings Work, 2010

Page 17: Kick ass kickoff's to focus research

Don’t forget

Be flexible with your approach. Not all methods will bring value to the project and support you with achieving your client’s goals for the project.

Be forgiving with the application of your research methods. Sometimes we need to bend them to fit within our project constraints. That’s okay!

Page 18: Kick ass kickoff's to focus research

Thanks!Any questions?

You can find me at:@jacintamcmahon on Twitter

Connect with me on Linkedin: jacintamcmahon