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Fast and Effective UX Design: Learn the Process

Lesson 8 of 17

Alignment Exercise


Fast and Effective UX Design: Learn the Process

Lesson 8 of 17

Alignment Exercise


Lesson Info

Alignment Exercise

So the first thing I'm gonna do is the alignment exercise, which I did with you guys and this way I'm gonna do it up, they're here this way. So here we go and I'm always checking the time and making sure that we're doing it. So give me a beat. Give me a three, give me five minutes on the clock and ladies, here's what we're gonna do, um, I'm gonna have myself up here at the end, and I'm actually gonna include chris to since now that we know chris what's your last name, that makes sense c d j c and then we'll start out here with l d and d what's your last name and susan sg sg perfect. I'm just using initials just so that it goes faster. We have a few hours together. Um chris, what do you want to get out of there a couple hours? We have to go way get a smart team, but I think there are some conflicting views on some critical issues. So the alignment of alignment which consumers alignment on user, specifically got it, and that would then translate into the prioritization of the user aspect...

s. What traits are most important to be able to address those users? Not in the long term, so it's a space just privatization privatization assumes that it's now so a lineman abusers protestation anything for you personally like you want to get out of it like not just for the business game plan that leads to siri's eh siri's eh so that's good to know thank you appreciate that knowing everything is uh knowing is half the battle as they say so and I'll go I'm noticed I'm working backwards so sg um I think prioritization is a big one as well like we have we have a lot of opportunities and we need to teach ahead one works okay we're going to be in one word salat organizations one another one I would love to know a little go deeper on the customers because that comes that falls over in the marketing and helps with what my specific job it's customers so maybe somebody stories inside like inaction cool anything for you personally like that you want to get out of it I'm down with cirie zaha's well I know you personally you can't copy chris I think that I just wanna have fun with it I think you're fun a lot of times we're in a basement with just our team and here were out with the world like it thank you so much I appreciate that that that's actually a good one the fun one is awesome dee okay I would say like tio figure out howto we combine communicating the value of our service with the ease and simplicity that parents need to use, it got it so value versus he's. I love that thank you so much, one more or tomorrow you, uh, for the road I'd love to learn more about this process. I'm just excited to hear you teach the process excellent. Lovett to learn more about the process so those air to that one is personal and one is for the team. Thank you, and last but not least, I'd like to know really what our reason for being is with the mobile app. What problem are we solving? For whom? I mean, and in the mobile being mobile. So my handwriting is a little like sloppy sometimes I do for the most times understand if you're at home trying to read this, my apologies, I'll try to write a little bit cleaner, but when I'm in a hurry or I'm fast all right, a little sloppy that's, okay? Or when I can't spell something, I'll just scribble it and like, it would be kind of like, you know, hydrographic, so being mobile, um, and then give me tomorrow so I'd like as a team to walk out of here all knowing what we're doing next and wine. What's next and why I like that that's awesome and for you personally for you I think this u ex process should be dna in every company, so I'd like for us to start this in our dna now and take away this process that we can repeat ourselves awesome! I love it so repetition that's what, whether it is, I put it up a dna so I'm using black my favorite type it's a sharpie flip chart marker and then I'm gonna switch to red and I'm going to go down backwards on ly choose one if we could only get one of those things out of the session, what would it be? The excellent awesome interesting so that already tells me a lot in terms of what to prioritize the session to get out of it. So di value and he's that's an interesting one thank you. Um, susan deeper customer insight, deeper customer insights awesome and chris out of all three line users prioritizing siri's aid prioritized boom that makes sense notices I'm there, I'm in the session it's actually also I'm I remember and I should have probably filled it out earlier but I want to share my experience and my my my what I this right I want teo facilitate sheriff is so this is share experience one is facilitate the process on dh the third one is fun so I'm sharing that with you so notice you start seeing similarities of the ones that match sometimes themes come out it's like fun, fun, fun fun finally like you know, forget the agenda we're using you know, do so since all of these I know I'm going to give they're kind of like it given I'm gonna choose fun let's make the session fun so if I were to unite all those things again I broke them down into points and I forced you to prioritize remember what I showed you this morning? The goal of our session goal is to bring you ex too smart feed as dna a um uh understand value versus ease which is a prioritization exercise have deeper have deeper customer customer so there's a spelling one right there understanding comma prioritized oh well having fine tall order, right? So the goal of this session is to bring your ex to smart feet as part of our dna understand value versus ease what's valuable to the user versus how easy it is to use have deeper customer understanding and prioritization or prioritize all having fun. Does that sound like a session that we want to do great that's a collective goal? Does that make sense? Great I need to accomplish that now during the session I will put the society measure as whether we're accomplishing this in the whole session. And I move on to the next exercise.

Class Description

Short on time? This class is available HERE as a Fast Class, exclusively for Creator Pass subscribers.


  • Create and interpret user profiles
  • Accurately assess business goals and requirements
  • Sketch wireframes for a website and mobile app
  • Facilitate an efficient UX design session with tools that work


Navigating the UX design of a digital project can take weeks and even months - in Fast and Effective UX Design: Learn the Process, design veteran Jose Caballer boils it down into just one action-packed session with a real client.

The designer’s role on a team is changing in the start-up age, and navigating competing interests and priorities on a team can be challenging; Jose demonstrates how to facilitate the UX design process with confidence, efficiency, and finesse. In this rare opportunity, watch him lead a live session with a client, moving from goal setting to user profiles to wireframe design with ease. Jose breaks the classroom’s “fourth wall”, pausing to note facilitation techniques in real time, sharing tips and ready-to-use templates.

The UX design process is about facilitating, listening, and translating. In Fast and Effective UX Design: Learn the Process, Jose Caballer shows you how the pros do it, and equips you with what you need to do it yourself.


This class is designed for creative professionals new and veteran to the UX design process: start-up entrepreneurs, UX designers, designers transitioning to UX, project managers, and more.


Jose is the co-founder of The Skool, an education company that teaches designers, agencies and corporations the design of business in the 21st Century. He studied graphic design at Art Center College of Design and was trained in digital “on the streets” of the .COM boom in the 90's. In 2001 he founded The Groop, the digital agency he led for 11 years, working with diverse clients such as Al Gore, Jamie Oliver, Thomas Keller, Alice Waters and corporate clients like Disney, Nike and Myspace.

Today he combines his 19 years of digital experience and his passion for teaching at The Skool. He has trained thousands of professionals through workshops and webinars worldwide.


  1. Class Introduction

    Jose lays out the framework for this session: what will you learn in this course? What are the most common issues that start-ups and teams have during the user experience design process? How can you overcome and avoid these challenges? Jose models canvassing for user needs by noting what his students want to learn, tailoring the session to their needs.

  2. UX Facilitation Overview

    What does it mean to work as a UX designer? Jose aligns us in UX fundamentals and terminology as a starting point, sharing his interpretation and visualization of the design process. What role does empathy play in design thinking?

  3. Brand Attributes, Customer Profiles, & Business Goals

    How do defining brand attributes help the UX process? How do you create effective customer profiles? Jose outlines how to streamline the process for your client as a user experience designer. Often establishing strategic alignment alone can take weeks - Jose demonstrates how to align brand, user, and goals with efficiency.

  4. The Facilitation Framework

    Great UX takes even better planning. Jose accomplishes a weeks-long process in a single session, so every minute counts. Learn about the facilitation framework Jose has developed, its benefits, and tips and exercises that synthesize thinking and produce lasting results.

  5. Introducing The Client: SmartFeed

    Meet the SmartFeed team, curators of safe, educational, and entertaining digital media content for children, managed by parents via playlists and recommendations. Jose models aligning his client’s interests with his own and sets the stage for the live UX design session.****

  6. UX Overview Q & A

    Before diving into the live session, Jose answers audience questions. How many users is sufficient for usability testing? When do you stop iterating? How do you define your users? How do you help a client narrow down their business goals? What promises can you make to a client?

  7. Meet the Client: The SmartFeed Stakeholders

    Break the ice with the team: what has brought SmartFeed team members to where they are today? Watch how Jose establishes rapport with his client and invites audience members as contributors to the table. Positive and effective design experiences begin with establishing team members as assets.

  8. Alignment Exercise

    Aligning team members helps set up a session for success; Jose models how to facilitate an alignment exercise in under seven minutes, resulting in a collective goal statement that will bookend the session.

  9. Creating an Agenda

    What are planning best practices? How do you structure sessions to allow for optimal productivity? In this lesson, Jose shares his agenda-crafting resources and discusses user research. The team reviews the “Manager Mom” user profile, and Jose advises where to look first for real users.

  10. Creating a User Profile: Single Dad

    Learn how to create user profiles using Jose’s template and watch the team (including live students) bring the “Single Dad” user to life. Jose models how to correlate user solutions with user needs, and how to combine and prioritize solutions.

  11. Creating a User Profile: Millennial Mom

    How do you construct user profiles that complement each other? The team rounds out its collection with the “Millennial Mom”, demonstrating how deep to go when creating user profiles.

  12. Defining Awareness Goals

    Good design alone isn’t enough to guarantee the success of a final product - how will your product gain traction in the real world? Popularity and downloads come from distinct and calculated actions, and Jose models how to define and prioritize awareness goals. Learn how to determine short, medium, and long term priorities in an objective way.

  13. Establishing Efficiency Goals

    The product design process can fall apart when it focuses too much on the product versus the start-up; Jose addresses how to approach the process with design thinking and efficiency goals in mind. Learn how to use his protocol for developing efficiency goals as a team.

  14. User Story Introduction

    How do you develop a user story in a way that easily translates to the creation of information architecture, or site maps and user interface, whether for web design or mobile apps? How do you use customer profiles to craft a user story? Jose introduces a three-part process to create a user story: Find out, Engage, and Return.

  15. Sketching The User Story

    Watch as Jose models front-end development, synthesizing competing factors. User interface design can be complicated, however learn how to go from user profiles to user stories, to actual wireframes. Jose advises on how to make your product visually stand-out from the rest.

  16. Sketching Page 2

    You’ve got your customer in your app for the first time - they’ve found out about it online, they’ve clicked and engaged, and hopefully you’ve ensured they’ll return. It’s time to build out the interaction design; what happens on the next screen when your customer explores deeper? Jose sketches the user’s journey and the team considers different built-in features.

  17. Checking In: What Is or Isn't Working

    Great user experiences are valuable for the user: Jose models a retrospective exercise to ensure the team is on track to meeting its collective goal, and what can be improved in the remaining time of today’s session. How do you approach user testing to get product validation? And finally, how do you close a session with client in a reflective manner?



Love this class and so glad I bought it. I'll be able to refer back to his lessons again and again. His work with an actual client is what really sets this class apart, having provided specifics on how to ask a client a question, how to get them down to what matters most and on and on! Can not express how valuable this will be for me. Thank you Jose and thank you Creative Live!

Karey Covey

Great session. Covered a lot of information. Only suggestion for improvement was at the end, just giving a quick overview of the entire process again just to tie it all back together. Awesome info, well articulated, and very inspirational. Thank you!

Gary Harding

Have already recommended to a few colleagues. I am web designer, but I see great crossover benefit in strategizing with my web design clients. p.s. I was thinking that a Smart Feed rating could become a standard used by Rotten Tomatoes, Netflix so it would gain more power as being ubiquitous and useful.