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Fast and Effective UX Design: Learn the Process

Lesson 14 of 17

User Story Introduction


Fast and Effective UX Design: Learn the Process

Lesson 14 of 17

User Story Introduction


Lesson Info

User Story Introduction

User stories so that's our putting those into motion motion this is something also that a lot of people that I know that our watching this or they're going to be watching this really want and you know there's a lot of ways of doing use your story you know, customer journeys there's empathy maps there's all these you know there's all these layers look that's all great there's nothing I'm doing these specifically with the mind set up what am I going to sketch? I'm at the end there right here I'm doing it with the end in mind so imagine and I'm gonna start showing you a little bit of the magic imagine you're a little bit of tape imagine this first so that's my user story template right there oh actually I'm doing this backwards I'm gonna switch these right here the exercise after use their stories is we're gonna put the user story into an actual screen um and the screen can represent one state and we can new multiple screens to represent a story. I don't think we're going to get through a...

lot of these um but if we get through a lot of use for stories to me they're the equivalent of the sketch almost like I can easily sketch something out after having used her story so it's for the exercise here I'm looking I'm thinking about the end, which is what the screen is going to look like? What are the steps? How doesn't use her? Find out it's not gonna make it into the screen, but there might be aspects of it like share like if somebody shares this user found out about it from somebody who shared it very specifically, we're going to be using the customer profiles that we have. We have one too, and there's a third hit in here somewhere, so you want to surface them and you want to use them as your guide. So in the room, when you're facilitating this, a lot of your work is going to be like doing this, handling the paper, uh, it's better to do it on these or post it notes than to do it on the white board. If you do it on the white board, you erase it, and then you take a photo, and then you have to reference it so you can actually lay these out when you're doing facilitation that goes from customer profiles and priorities to sketching that's rare, and the one thing we haven't done is a site map for the existing product, and I have printouts of the existing product when we might need to do that, but let's go into the customer stories first, so we had the millennial mom she's very mobile centric, so we could probably use her as um one of the early ways one of the early ones for doing so I'm gonna put this up here so frequent feed uh uh um adapting to age access smart feed mode um self learning playlist, et cetera she also has she grew up with tech she's a digital native she has a lot of devices consumes a lot keeps a pipeline full there's the influence from her peers where is she likely to find out about on facebook boom okay. And the name emma is finn avery my way this slot is for a little bit of an apathetic look your smile all right find out she finds out finds out about uh smart feed from facebook now ah friend posted yes a post lets give it context from a friend what was it exactly like? Was it a shared was it that the friend did something on smart feed? Was it an article? Was it a piece of content? Shared a playlist things that were great the playgroup next thursday friend shared a playlist that already goes into the playlist kind of concept both on the mobile but in general as ah I love the concept maybe gave a testimonial alongside like loving, loving this new easy way to find content again that we can build that any even as a feature weaken say share playlist tell us what you think post on facebook so we're prompting the request for the testimonial and the sheriff wade even incentivize it maybe even referenced at the other mom says hey I saw this on a mommy blogger and I've been testing it out and it works just great boom so even referencing to the source now we're getting a super like you know ref meta here but I like it so reference source well maybe actually she posted it so that's that's an interesting thing we would have to coordinate with the mommy bloggers so she posted it on facebook so the feature of two post is usually just from a block now if we're controlling the feature in its on an app we could then use for the referent we can ask for the reference etcetera so there's also the ability to put multiple we're gonna put multiple ways of finding out it's a front set up that whole play group as her network on smart feed and so everybody's coming over and so she's just pushed it out to her network and said here's the play list of games we're gonna have come on over so she's got a network finn is one of her friends coming over and she's gonna now download that so let's put a pin right there that gave me another idea it could be that you actually have the control is all the way to the uh to the apple to the site where it's an in bed you can embed the playlist into the blawg. So now you have control over the sharing options, gets an embedded module boom. There you have already, like a viral mechanism one how to spread playlist. That could be the whole damn product. By the way, it could be just sharing playlists of you know that thing's and radiance, etcetera.

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.