Last updated on Oct 16, 2023
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Define your UX goals and deliverables
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Estimate your UX effort and resources
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Plan your UX activities and milestones
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Adapt to changes and challenges
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Deliver your UX outcomes and value
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Here’s what else to consider
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As a UX designer, you know that every project has its own scope and timeline, and that your UX goals and deliverables need to align with them. But how do you make sure that you and your team are on the same page, and that you can deliver a great user experience within the constraints of the project? Here are some tips to help you plan, communicate, and execute your UX work effectively.
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- Carla Dupin
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1 Define your UX goals and deliverables
Before you start any UX work, you need to define what you want to achieve and what you need to produce. Your UX goals should be specific, measurable, achievable, relevant, and time-bound (SMART), and aligned with the project objectives and the user needs. Your UX deliverables should be clear, concise, and consistent, and include the appropriate level of detail and fidelity for the project stage and the stakeholders. Some examples of UX deliverables are user research reports, personas, user journeys, wireframes, prototypes, and usability testing results.
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Explaining the quality and specifics of UX deliverables in writing can be challenging due to its subjective nature. This is where examples come in to be of most value, in my experience. Whether it's reports, personas, service blueprints, or prototypes, concrete examples help set expectations for both the team and stakeholders.Creating a library of these artifacts with varying levels of fidelity and flavors can be highly time saving long term. It enables the design team to easily reference to them, while streamlining the process of defining what you want to produce.Furthermore, capturing the approximate time invested in creating UX deliverables from previous experiences can be extremely helpful in aligning with the project timeline.
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UX Goals: Enhance satisfaction, usability, and retention.UX Deliverables: Personas, wireframes, UI designs, usability reports.
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2 Estimate your UX effort and resources
Once you have your UX goals and deliverables, you need to estimate how much time, money, and people you need to complete them. You can use various methods and tools to estimate your UX effort and resources, such as historical data, expert judgment, analogy, bottom-up, top-down, or parametric estimation. You should also consider the complexity, uncertainty, and risk of the project, and add some contingency or buffer time to account for possible changes or issues. You should document your assumptions and constraints, and communicate them to your team and stakeholders.
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Estimate UX effort and resources based on project complexity and scale, typically involving UX designers, researchers & product knowledge, and testing tools.
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- Shubham Karnwal "Driving Product Innovation at TapOnn - Sustainable Networking Made Easy with NFC Technology"
Estimating UX efforts can be a challenging task. One crucial aspect to always keep in mind is the "project's scope."It's essential to emphasize that at the initial stages, the clearer you define the scope, the more effectively you can shape the user experience. Often, people tend to rush through this step to begin quickly, but in the end, they may find themselves investing more time in it during the later stages causing more iterations than anticipated while creating the right UX
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3 Plan your UX activities and milestones
After you have your UX effort and resources, you need to plan how you will execute your UX work and when you will deliver your UX outcomes. You can use a UX project plan template or a project management software to create a schedule of your UX activities and milestones, and assign roles and responsibilities to your team members. You should also define the scope, quality, and acceptance criteria of your UX deliverables, and how you will measure and report your UX progress and performance. You should review and update your UX plan regularly, and communicate any changes or issues to your team and stakeholders.
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Planning should be dynamic and adaptable. I usually start with a high-level plan and refine it as I go. In one project, we had set a milestone for user testing. But a critical bug in the development stage delayed the release of the testable prototype. We used this "free" time to conduct additional expert reviews, which ended up revealing usability issues we could address in parallel with the bug-fixing. This not only saved time but improved the final product.
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4 Collaborate with your team and stakeholders
During your UX work, you need to collaborate with your team and stakeholders to ensure that your UX goals and deliverables match the project scope and timeline. You can use various collaboration tools and techniques to share your UX work, collect feedback, resolve conflicts, and make decisions. Some examples of collaboration tools and techniques are online platforms, shared documents, design reviews, design sprints, co-design workshops, and agile methods. You should also establish clear and frequent communication channels with your team and stakeholders, and use appropriate communication styles and formats for different audiences and purposes.
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Cross-discipline collaboration is not optional; it's a requirement. Using tools like shared whiteboards and real-time editing documents, I found that design reviews become more fruitful, as instant feedback can be incorporated on the fly. In one instance, I involved stakeholders in a co-design workshop, which helped them feel ownership of the UX process. This led to quicker decisions and approvals.
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Collaborate effectively with your team and stakeholders using communication tools, design reviews, sprints, workshops, and Agile methods. Adapt your communication style and resolve conflicts promptly to align UX work with project goals and timelines.
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5 Adapt to changes and challenges
As your UX work progresses, you may encounter changes and challenges that affect your UX goals and deliverables, such as new requirements, feedback, constraints, or issues. You need to be flexible and adaptable to cope with these changes and challenges, and adjust your UX work accordingly. You can use various methods and tools to manage changes and challenges, such as change requests, impact analysis, risk management, issue tracking, and problem-solving. You should also document and communicate the changes and challenges, and their implications for your UX work, to your team and stakeholders.
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- Carla Dupin
Personally, I like to periodically revisit with product, engineering and design the mapping of our user research, business needs and technical possibilities to make sure they still match between them, and still fit the timeline of the scope. Communication across the team and stakeholders is key, as well as the certainty of a fluid plan. Whichever tools you may choose, should give you de ability to be flexible and quickly see how that affects the pipeline.
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6 Deliver your UX outcomes and value
At the end of your UX work, you need to deliver your UX outcomes and value to your team and stakeholders, and demonstrate how your UX goals and deliverables match the project scope and timeline. You can use various methods and tools to deliver your UX outcomes and value, such as presentations, reports, demos, case studies, or portfolios. You should also evaluate your UX work, and collect feedback, data, and metrics to measure your UX impact and effectiveness. You should also celebrate your UX achievements, and share your UX learnings and insights with your team and stakeholders.
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7 Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?
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