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Fast and Effective UX Design: Learn the Process

Lesson 2 of 17

UX Facilitation Overview

 

Fast and Effective UX Design: Learn the Process

Lesson 2 of 17

UX Facilitation Overview

 

Lesson Info

UX Facilitation Overview

The next thing I'm going to talk about is you x and live facilitation very specifically try to provide some context then I'm going to talk about the brand the user and the goals which is going to be a foundation at the core of what we're doing then the framework for facilitation then we're going to introduce the client who they are and what it is that we're going to do for them today and talk a little bit about what we're going to do with the client in the second session and the third session so let's start with you x and live facilitation you wanted to learn marry some terms and some of this stuff in jargon and like concrete terms there's a lot of them so you know we have a u x you user experience you the customer experience cx sixty designed thinking lean that you exaggerate like I know what I mean who cares none of the solve matters they're all means something read the definitions I don't worry about all these things because they're all the same thing they all talk about how do you ...

get you know from knowing what you need to delivering it at the end of the day whether it's a customer experience or the user experience they're just words but for the sake of today let's just talk about user experience design and the definition of it by the dictionary the process of enhancing user satisfaction by improving the usability, accessibility and pleasure provided in the interaction between the user and a product so that's kind of like a really broad definition so accessibility usability pleasure those air all fairly simple now but challenges who's a filmmaker here I'm not a genius I'm guessing I mean I'm talking I talk to you but in film film making the word filmmaking isn't you think of the film when it's in the can and you're watching in the theatre this is a film it was made by filmmaking but it had a cinematographer had a director it had, you know, craft services that had art director it had cost assumes it had an editor had color correction it had a financier had all these different rules collectively it's all filmmaking right? The same is the case with user experience all of these are aspects of user experience the actual design, the visual design, the functionality of the information architecture they all are part of creating a good a user experience. You could make a bad one so a user experience today and what we're going to talk about in cover is really talking about things that informed the information architect, the architecture, the functionality, the usability of the product content strategy potentially a good way to illustrate this is also from the book the elements of user experience by jesse james garrett was one of the seminal books written about user experience so eric you're transitioning from print to webb this is a great book to have in your library everybody should have this in their library and it really looks at the different elements of music experience in terms of layers from abstract to concrete so the surface is what we see you know, the interface that two buttons on this you know, the interface on my iphone the next thing is the skeleton, which is what we call wire frames what it is structured as below that is overall taxonomy or the structure of the site you know what this what sections doesn't have etcetera, this is an important one, especially if you're working in a start up and we talked about this what's the scope like what are you actually building and why? And the third well, the third to fifth I don't account really well the fifth or the bass player's a strategy, which is the question of why why do we do this in a ruin your strategists? And this is where you come in with a client figuring out why do you do this? We all know this aspect you know of user experience of deliverables wire frame site maps, there's a bunch of other ones use their personas if you've gone to any course and user experience, you've been trained or you and shown what these are the question is how do you use these and in what context? So today and in what we're going to cover we're really going to shift our mindset and a lot of people call what we're talking about design thinking and ibm recently release a really great study about how ibm is using design keep in mind the definition of design is not graphics because there's product design there's all types of design architecture there's designers to organize that's what if you look in the dictionary it says I have designs on have plans on so planning and organizing is really what design is the visualization aspect of it or pre visualization is required for you to be able to envision what it is that you're going to make it something that's manifested in the real world it has you have to see it that's one of our senses ah lot of that those starts in words and in language and it all starts with empathy so design thinking, empathy definition the ideation prototyping testing than repeating that in a loop repeating that in a loop repeating that on a loop over and over again but notice that the first one is empathy and one of the things that's interesting and in what I'm seeing in my role as a designer I'm a graphic designer that's what I studied I learned how to do the formal things color typography, etcetera my transition into u ex overtime really became ah lot about my ability to empathise and my ability to play the role of the user so I'm really good at being able to let go of my point of view that's hard for designers because we're trained in design school that you need to like you know be like you know your point of view your idea your concept as artist sometimes we're little word in italian is tested uh in spanish stubborn maybe we might be a little stubborn concept's might be a little concrete that's a challenge and user experience because you have to become you know the user you have to be like a method actor you have to know what these air feels, how they and the challenges that that's not who you are especially if you're a developer or they technically minded designer your skills and empathy might not be as developed so I'm gonna just touch on that because that's really important what you're experiencing and what I'm talking about it's all under the milieu to learn words marie of design thinking and it's a whole new thing and people are going to talk about it I'm I'm what I would say like switzerland I don't necessarily I use all of the different ideas but I'm not like I'm well but design thinking rama about one specific thing I try not to be dogmatic because I try to flow

Class Description

AFTER THIS CLASS YOU’LL BE ABLE TO:

  • 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

ABOUT JOSE’S CLASS:

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.

WHO THIS CLASS IS FOR:

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.

ABOUT YOUR INSTRUCTOR:

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.

Lessons

  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?

Reviews

Jonella
 

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.