Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
ProjectObjecvesandApproachforUXDesigners:KnowWhichStar
toNavigateBy
ByRussUngerandCarolynChandler
Date:May1,2012
Returntothearcle
Thischaptercoversformingobjecvesforyourprojectandoerssomequesonsthatwillhelpyousolidifythosegoals.You'llalsolearnsomecommon
projectapproaches(ormethodologies)andhowtheymayinuencethewayyouwork.
Oneofthekeystoagoodprojectistostarttheteamoutwithclearprojectobjecvesandawellunderstoodapproach.Ideally,theprojectleadershipwillhavethisdenedforyou
buthowdoyouknowiftheydont?
Thischaptertalksaboutformingprojectobjecvesandoerssomequesonsthatwillhelpyousolidifythosegoals.Wellalsodiscusssomecommonprojectapproaches(or
methodologies)andhowtheymayinuencethewayyouwork.
CarolynChandler
Youreintheprojectkicko,withthefullteamfortherstme.Theprojectmanagerhandsoutsomematerialsandgivesyouanoverviewoftheproject.Bytheendofthemeeng,
ideally,youshouldhavethefollowinginformaon:
Whyistheprojectimportanttothecompany?
Howwillstakeholdersdetermineiftheprojectwasasuccess?
Whatapproachormethodologywilltheprojectfollow?
Whatarethemajordatesormilestonesforkeypoints,suchasgengapprovalfrombusinessstakeholders?
Allofthesequesonsconcerntheexpectaonsthatstakeholdershavefortheproject:whattheprojectwillaccomplishandhowtheywillbeinvolvedinit.Thersttwoquesons
pertaintotheprojectsobjecvesandthelasttwototheprojectsapproach.
Aprojectobjecveisastatementofameasurablegoalfortheproject.Letstalkaboutobjecvesinmoredetail.
SolidifyProjectObjecves
Objecvesareanimportantfocusinglensthatyoullusethroughouttheproject.Theyshouldspringfromtheclientcompanysoverallbusinessstrategy,sotheprojectobjecvesshould
beinlinewiththestrategiciniaveswithinthecompany.Forexample,ifthereisastrategiciniavetoappealtoanewgroupofprospecvecustomers(calledamarket),thesiteor
applicaonyourecreangmaybeaneorttoprovidethatmarketwithonlineaccesstoproductsandservicesrelevanttothem.Theobjecveforthatprojectwouldthenbefocusedon
reachingandengagingthatmarket.
http://www.peachpit.com/articles/printerfriendly/1856033 1/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Aclearobjecveresonatesthroughoutaproject.Ithelpsyou:
Asktherightquesonsasyougatherideasfrombusinessstakeholders
Planresearchwithusersandfocusyouranalysisoftheresults
Detailtheideasgatheredfromstakeholdersandusersandconvertthemintoaconsolidatedlistofprojectrequirements
Priorizethoseprojectrequirementsbasedontheirvaluetothecompany
Createeecveinteracondesigns
Managerequestsforchangestothedesignoncedevelopmentbegins
Focuseortsduringdeploymentacvies(suchastrainingandcommunicaonstousersaboutthenewsiteorapplicaonbeforeandduringitslaunch)
Determinewhetheryouvemettheneedsoftheclientcompany,oncetheprojectislaunched
Whenyoustartanewproject,youprobablyhaveprojectobjecvesfromtheprojectssponsor(thebusinessstakeholderwhohasdirectresponsibilityforthesuccessoftheproject),as
wellasasetofprojectrelatedrequestscomingfrombusinessstakeholdersandfromcustomers,buttheyallmaybeabitfuzzy(Figure4.1).Yourgoalistoclarifytheseintosolid
statementsthatyoucanuseasayardsckfortheprojectssuccess.
Figure4.1Fuzzyobjecves,ideas,andneeds
Asolidobjecvehasthefollowingcharacteriscs:
Easytounderstand.Avoidinsiderterminology
Disnct.Avoidvaguestatements;instead,usewordingthatseemslikeitwillbeusefulwhenyourepriorizingrequirements
Measurable.Makeconcretestatementsthatyoucansetanindependentmeasurementagainsttodetermineyoursuccess
Asyoudeneafuzzyobjecve,makingitclearandmeasurable,itbecomesasolidobjecvethatyoucanbasedecisionson(Figure4.2onthenextpage).
http://www.peachpit.com/articles/printerfriendly/1856033 2/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Figure4.2Objecvesbeingsolidied
Youllhearmanystatementsthatcouldbeconsideredobjecves.Analyzingfuzzyonessuchasthosebelowwillhelpyousolidifyyourobjecvesandcommunicatemoreeecvelywithin
theprojectteam.
Clicktoviewlargerimage
Thisisanobjecvefortheenrecompany,butistoobroadforaspecicproject.Mulpleiniavesatthecompanyneedtocometogethertomakethishappen;anyonesiteor
applicaonmayhelpwiththisbutwillbeveryunlikelytobeabletohandletheenreburdenunlesstheenrecompanyisaboutthisonesiteorapplicaonanditendsupbeingwildly
successful.
Clicktoviewlargerimage
Thisoneisbeer,becauseasiteorapplicaoncouldhaveanimpactonthis,butitsslltoovague.Whyisitimportanttogenerateexcitement?Howdoesthatexcitementtranslateinto
meengabusinessneed?Andhowcanyoutellifyouvebeensuccessful?
http://www.peachpit.com/articles/printerfriendly/1856033 3/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Clicktoviewlargerimage
Nowweregengthere.Thisoneiseasytomeasure,butitstoofocusedonanintermediatestep.Supposeyoudogeneratemoretrac:Itmaynothelpyouifpeopledontperformthe
aconsyouwantoncetheygetthere.
Fuzzyobjecvescangiveyouasenseofaclientsdesiresandlargergoals.Fromtheseyoucancramoresolidprojectobjecves,suchas
Increasetherevenuefromonlinesalesby10percent
Increasetherevenuefromonlineadversingby20percent
Increasethenumberofcurrentandpotenalcustomersinourcustomerdatabasetoatleast20,000
Deliverhighlyratedandhighlyreferencedcontenttoourprimaryusers(Notethatthisonerequiressomeworktodecidehowtomeasurehighlyratedandhighly
referenced,buttheelementsaretheretobuildfrom)
Eachofthesecanbemeasuredandaectedbyyourproject.Theycanalsomappreycloselytoyourdesignsandthefeaturesoered.Forexample,itsverycommontooeranonline
newsleerasawaytomeetanobjecveofgrowingthecustomerdatabase:Todeliverthenewsleeryoullneedtocapturecustomeremailaddresses,whichwillbeaddedtothe
database.Objecvesmayalsobringoutnewrequirements.Forexample,ifyouremeasuringsuccessbytheaverageranggiventoarclesonyoursite,youllneedafeaturethatallows
userstogiverangs.Intheseways,objecveshelpyoufocusasyougatherideasforthesite,andthesemaylaterbecomeprojectrequirements.
Iftherearemulpleobjecves,besuretocreateapriorizedlistwithyourbusinesssponsorandprojectteam.Objecvessomemesconictwitheachotherduringdesign,andthe
teamwillneedtoknowwhattakesprecedence.Thenalpriorizedlistofobjecvesshouldcomefromyourprojectsponsor,butyoucanbeakeypartofthediscussion.Letstalkabout
how.
HowCanaUXDesignerHelp?
Ifyoundtheprojectobjecvesareunclearatthebeginningofaproject,youcanbringyourfacilitaonskillstobear.Helptheprojectteamunderstandthebusinessrelatedcontextof
theprojectbyholdingaworkshopwithkeystakeholders(seethenextchapterformoreonidenfyingtherightstakeholders).Yourgoalinthissession,whichusuallylaststwotofour
hours,istobringoutinformaononthecompanysstrengths,weaknesses,opportunies,andthreats.CalledaSWOTanalysis,thisisacommonbusinessanalysistechniqueandoneway
todiscussacompanysposioninthemarket.Youcanalsousethismetodiscussthecompanyscompeon.
UnderstandStrengthsandWeaknesses
TheSWinaSWOTanalysisarethecompanyscurrentstrengthsandweaknessesastheypertaintotheproject.Strengthsandweaknessescouldincludeinternalprocessesaswellas
externalperceponsandoentheyinuenceeachother.Forexample,acompanywithalargeresearchanddevelopment(R&D)departmentcouldhaveaccesstoalargesourceof
originalresearchthatispublished(astrength),buttheremaybenoonetohelpmakethatcontentmoreaccessibletotheaverageuser,leadingtotheperceponthatthecompanyis
tooacademic(aweakness).
http://www.peachpit.com/articles/printerfriendly/1856033 4/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
IdenfyOpportuniesandThreats
TheOTisthefuturefacinghalfoftheSWOT.Consideringthethingsthatdierenatethecompanyfromitscompetors,whatfutureiniavescoulditpursuethatwillopenupanew
nicheorstrengthenacurrentone?Whatsituaonscouldthreatenthoseplans?
Forexample,ourR&Dcompanymaydecidetohirewriterstopublishmoreaccessiblefeaturearclesarounditsoriginalresearch(anopportunity),butifthecurrentsitetoolsetdoesnt
haverobustcontentmanagementfeatures,thepublishingprocessmaybeprohibivelyslow.Thatcouldgivecompetorsachancetorespondmorequickly(athreat).
CompareCompetors
Whatisthecompanysmaincompeon?Whoarethecompetorsforthesitebeingdeveloped?Theycanbedierent,especiallyforlargecompaniesorbrandnewsites.
Aretheresitesthatarentnecessarilydirectcompetorsbutthatrepresentinteresngmodelstoconsider?Youcanlearnalotfromreviewingotherecommercesitestoseewhether
andhowtheysellwhatyoureselling.
PullItTogether
SWOTandcompetorsaregoodtopicstodiscussatthesamemebecausetheyinteractwitheachother.Itshardtotalkaboutfuturethreatswithoutknowingwhoyourcompetors
areandonceyoustarttalkingaboutfutureopportunies,newcompetorsmaycometomind.
OnceyouhaveafullpicturehereofthecompanyscompetorsandSWOT,yourprojectobjecvesaswellastheoveralltofyourprojectwithinthecompanystrategyshould
becomeeasiertodene,andtheprioriesamongthemshouldbecomeclear.
Solidifyingprojectobjecveshelpsyouunderstandexpectaonsofwhattheprojectisgoingtoaccomplish.Next,letstalkaboutexpectaonsconcerninghowtheprojectwillberun.
Understandingtheprojectapproachwillhelpyoucollaborateeecvelyandinvolvetherightpeopleattherightme.
UnderstandtheProjectApproach
Knowingtheoverallapproach,ormethodology,ofaprojectisanimportantpartofunderstandingwhenandhowyoullbeinvolvedandhowyoushouldbeinvolvingothers,suchasyour
projectteamandbusinessstakeholders.
Somemesthereseemtobeasmanyprojectapproachesasthereareprojects.Howtochoosetherightapproachforaprojectisalargetopicinitself.Themethodologyyouchoosecan
dependonmanythings,includingthestructureandlocaonoftheprojectteam,thetechnologiesbeingusedontheproject,andthedegreetowhichcollaboraonisapartofthe
companysculture.Forthepurposesofthisbook,wereassumingthatyouvejoinedaprojectwheretheapproachhaslargelybeendeterminedbythoseresponsiblefortheprojects
success,suchastheprojectsponsorandprojectmanager.Inthissituaon,yourmaingoalwillbetounderstandtheapproachandhelpmakeiteecveforthebusinessstakeholders
andyourusers.
Herewellfocusontwoofthemostcommontypesofapproach,aswellasathirdthatshowsapossiblevariaonyoumightencounteronaproject.Theimportantthingtonoteisthat
mostapproachesinvolvethesamesteps:
Plantheoverallstrategy,approach,andteamstructure
Denetheprojectrequirements
Designinteraconandvisualconceptsandevolvethemintodetailedspecicaons
Develop,test,andrenethesoluon
Deploythesoluonviamessaging,training,andaplannedlaunch
http://www.peachpit.com/articles/printerfriendly/1856033 5/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Extendtheprojectbymakingrecommendaonsforimprovements
Thenamesforthesestepsmayvary,asmaythedegreetowhichtheyoverlapandthewayinformaonisdocumented.Butthegeneralacviesineachsteparecommontomost
projectsandtoallthreemodelspresentedhere.
WaterfallApproach
Awaterfallapproach(Figure4.3)involvestreangthestepsofaprojectasseparate,disnctphases,whereapprovalofonephaseisneededbeforethenextphasebegins.Forexample,
theDesignphasedoesnotbegininearnestunlrequirementshavebeenapprovedbybusinessstakeholders,whosignoononeormorerequirementsdocumentsattheendofthe
Denephase.
Figure4.3Exampleofawaterfallapproach,whereeachphasefallsintothenext
Theproblemwithapurewaterfallapproachisthatitassumesthateachphasecanbecompletedwithminimalchangestothephasebeforeit.Soifyoucomeupwithnewrequirements
intheDesignphase,whichiscommon,youmustsuggestchangestodocumentsthatwereapprovedattheendoftheDenephase,whichcanthrowotheplanandtheschedule.
AgileApproaches
Becausechangeisconstant,projectteamsareconnuallylookingformoreexibleapproachesthanthewaterfallmodel.Manymethodologiesfollowamoreuidapproach,withsome
stepshappeningalongsideeachother;forexample,versionsofthewebsitecouldbereleasedonarapid,iteravescheduleusinganagileorrapiddevelopmentapproach(Figure4.4).An
agileapproachgenerallyhasagreaterfocusonrapidcollaboraonandareducedfocusondetaileddocumentaonandformalsigno.
Figure4.4Exampleofanagileapproach
http://www.peachpit.com/articles/printerfriendly/1856033 6/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Atrueagileapproach(followingthebestpraccesdevelopedbymembersoftheAgileAlliance,forexample)callsforsmallteamswhosemembersarelocatednexttoeachother
physically,withlilefocusondeningformalrolesbetweenteammembers.Workingthiswayallowsaveryhighdegreeofcollaboraon,whichreducestheneedforheavy
documentaonbetweenthestagesofdesign,development,andtesng.Ateammembercanposeaqueson,cometotheanswertogetherwithotherteammembersduringaquick
whiteboardingsession,andimplementasoluonwithoutthedelayofdetaileddocumentaonandapproval.Stakeholderreviewsoccurwithafullyfunconingsystemwhenoneofthe
manyiteraonsisreleased,andtheresulnginputistakenintoaccountasthenextiteraonisplanned.(Iteraonsaredraversionsofaparcularsiteorapplicaonandmayalsobe
calledsprints.)
Designersmovingtoanagileapproachfortherstmeoenfaceaconundrum.Howdoyougofromawaterfallapproach(whichfavorsdetaileddocumentaonandsigno,taking
weeksormonthsperphase),toanagileapproach(whichfavorsconversaonsandquickdecisionmakingoverthecourseofdaysorweeks)andsllmakemefordesignthinkingand
userresearch?Toseehowsomedesignershavemadethetransion,letsdivedeeperintoaparcularkindofapproachcalledLeanUX.
LeanUX
LeanUXisanagileprojectapproachthatswellsuitedtoproductsbeingdevelopedinthefaceofgreatuncertainty(asmostproductsforstartupsare).Itreduceswasteintheprojects
processbyremovingeortspentonfeaturesthatdontreallymaeratthemeofeachiteraon.Forexample,spendingmedesigninganenresetofcategoriesandsubcategoriesof
productsmaybewastefuliftheteamhasnotyetproventhattheyreoeringproductsthattheirtargetusersarewillingtopurchase.
SomeoftheprinciplesofLeanUXinclude:
Afocusonvalidatedlearning.Iteraonsoftheproductarenotseenassimplyworkingversionsoftheproduct,butasthepresentaonofahypothesisthatcanbetestedwith
users.Thegoalistolearnasquicklyaspossible,byvalidangdesigndecisionswithcustomersandincorporangthesubsequentchangesthatwillhelptheteamlearnthenext
importantlesson.
TheOriginsofLeanUX
EricRiesdevelopedanapproachcalledtheLeanStartupaerstudyingToyotasleanmanufacturingprocesses,andSteveBlanksCustomerDevelopmentmodel,whichemphasizes
theneedforstartupstohaveanearlyfocusoncustomers.ALeanUXapproachbuildsonthisdireconwithitscustomerinclusion,itsreduconofwasteintheprocess,andits
denionofproductiteraonsasexperiments.
Entrepreneurscanndouthowexperimentaonandafocusonlearningcanhelpstartupteamsinthefaceofuncertainty,inTheLeanStartupbyEricRies(CrownBusiness,2011).
AconnuousloopofBuildMeasureLearn.Leanprocessespriorizethebuildingofatestableiteraonoftheproductasquicklyaspossible,inordertotestassumponsthat
theteamismakingabouthowuserswillreacttotheproduct.Testsfailorsucceedbasedonqualitaveuserfeedbackduringresearch,andonquantavemeasuresthatareput
inplacetotracksuccess.Thesemeasuresshouldpullfromactualuserbehaviorforexample,thenumberofregistraonsforasite,thenumberofproductspurchased,andso
on.Careshouldbetakenthatthemeasuresputinplacereallytesttheassumponsofthatiteraon.Forexample,ifpeopleareregisteringforyoursite,butnottakingany
importantaconsinitaerwards,youvejustlearnedthatyourpostregistraonexperienceneedstobemorecompelling!Incorporatethatlearningintoyourdecisionsonwhat
goesintothenextbuild,andcompletetheloop(Figure4.5).
http://www.peachpit.com/articles/printerfriendly/1856033 7/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Figure4.5LeanapproachesfocusonaloopofBuildMeasureLearn.Theprocessismeanttoincreasethespeedbywhichteamscyclethroughtheloop,maximizinglearningand
allowingforquickeradjustmentsinstrategybasedoncustomerresponse.
TheimportanceofdevelopingtheMinimumViableProduct(MVP)ateachiteraon.Inaleanprocess,thefocusisontesngahypothesisaboutuserbehavior,ratherthan
buildingafullyfunconingproductateachiteraon.Teamsdontneedtocreateafullyfunconingdigitalversionoftheirproducttotestahypothesis(althoughamorerobust
digitalversionwilleventuallyexistaerseveralcycles,ifthingsaregoingwellonthevalidaonfront).EspeciallyinbeginningstagesteamscanfocusondevelopingaMinimum
ViableProduct,whichEricRiesdenesasthatversionofproductthatenablesafullturnoftheBuildMeasureLearnloopwithaminimumamountofeortandtheleast
amountofdevelopmentme.Forexample,elementsoftheexperiencethatshouldeventuallybecomeautomatedlikeconrmaonemailswhenapurchasehasbeenmade
maybecompletedmoremanuallybyateammemberwhilethetestisbeingruninanearlieriteraon.
AsktheExperts:JeGothelf
JeGothelfisthefounderofProof,aproductinnovaonanddesignstudio,andistheauthorofLeanUX:GengOutoftheDeliverablesBusiness(OReilly,2012.)
http://www.peachpit.com/articles/printerfriendly/1856033 8/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
YouvesaidthatLeanUXisanapproachthatgetsdesignersoutofthedeliverablesbusiness.ButmanyUXdesignersusedeliverablesdocumentaonlikedetailedwireframes
inordertocommunicatedesignrecommendaonstotheirteams.DoesLeanUXskipthisstep?
DeliverablesarentskippedinLeanUX.Theyresllused,totheextentnecessary,tocommunicatetotargetaudienceslikestakeholders,developers,andcustomers.Buttheyrenot
thefocusoftheproject,andtheydontcreatethebolenecktheywouldinwaterfallwheretheteamsitsbackandwaitsforthedesigntobedoneandthensignedobefore
anyoneelsebeginsworking.Also,theressllalargeamountofworkthatyouredoingasadesigneroutsideoftheactualdocumentaon,becausethegoalistovalidateyour
designhypothesesassoonaspossiblesothemoretestsyourerunningwithcustomers,themorerightyoullbeintheproductyourebuilding.Thetricktogengtoalevelof
eciencywithitistobuildasharedunderstandingacrossyourenrecrossfunconalteam.Themoreyoureouttherewithyourteamhavingconversaonswiththem,discussing
whatyoureseeingandwhyyouthinkthatis,themoretheygetaclearsenseofwhyyouremakingthedesigndecisionsyouremakingandwhatdireconthedesignisheadingin.
Whentheyhaveaclearsenseofthat,theyneedlessdocumentaoninordertostartbuildingthoseexperiencesbecausetheyhavethefoundaonandsharedunderstandingfrom
whichtowork.
HowdoesaLeanUXapproachaecttheroleofaUXdesignerontheproject?
ItassumesaleadershipqualitytotheUXroleontheteam.TheLeanUXprocessforcesyoutoconstantlycommunicateouttotheteamandsolicitfeedbackfromthem.Butitsnot
designbycommiee,either.Yes,youreouttheresolicingfeedbackfromyourteamearlyandoen,butitisntyourjobtotakealltheirfeedbackandmakesureitallmakesitinto
thenextiteraonofthedesign.Itsyourjobtopriorizethefeedbackbasedonwhatsneededtogettothenextleveloflearningwithyourcustomers.Thenyouincorporatethat
andcommunicatetheresultouttotheteamsotheyreawareofwhatdesigndecisionsarebeingmade,andwhy.
IsthereanythingtheteamshouldhavefromthebeginningtoensureaLeanUXapproachissuccessful?
Thereneedstobeafreedomtofailintheorganizaon.Ifpeoplefeeltheyhavetogetitrighttherstme,rightoutofthegate,thanthewholeprocessfails.Thisisahypothesis
validaonprocess,andbytheverynatureofityouregoingtocomeupwithsomewronganswers.Theideaistogureoutwhatthosewronganswersareasquicklyaspossibleand
minimizethewastedeortgoingdownthosepaths.Ifyoudonthavethefreedomtobewronginyourorganizaon,thenyouwillnotbeabletoexecutethisprocesswithanykind
ofsuccess.
Amoveawayfromformaldeliverablesanddetaileddocumentaon.Thisisconsistentwiththeoverallagileapproach.Deliverableslikedetailedwireframesandusecases,
whichmaybecomereplacementsfordirectcommunicaonandfastimplementaonofideas,areremovedfromtheprocessinfavoroffastermethodslikesketching.Conceptual
wireframesareoensllused,butaremeanttoillustratequicklyasanaidtocommunicaon,anddonotliveonasrecordsofdesigndecisions.
Whenanagileapproachisworkingasitsdesignedto,itsabeaufulthing.Atmostcompaniesandwithinmostconsulngengagements,however,teamsrarelyfollowapureagile
approach.Inpart,thisisbecausecompaniesoenhavedistributedteamsandremoteworkers,whichmakesitdiculttomaintainthehighdegreeofcollaboraonneededtotakebest
advantageofthepureagileapproach.However,agreaterprevalenceofvirtualcollaboraontoolsanddigitalsketchingtoolsmakesthisdistributedagileapproachincreasinglypossible,
aslongasteamscommittoclearcommunicaon,highavailability,andeecvedecisionmaking.
Surng
LUXrisacompanyfoundedonLeanUXpracces.YoucanseeanintroducontoLeanUXandmoredetailonitsprinciplesontheirsiteathp://luxr.co/leanux/9principlesfor
leanux/.
http://www.peachpit.com/articles/printerfriendly/1856033 9/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
AllUXdesignersshouldbefocusedonreducingwasteintheprocess,andpriorizingcommunicaonoverdocumentaonregardlessofthespecicapproachoftheteam,as
WhitneyHesspointsouthere:hp://whitneyhess.com/blog/2011/02/27/whyidetestthetermleanux/
ModiedApproaches
Manyprojectstrytofollowanapproachthatmarrieselementsofwaterfallandagileapproaches,withenoughstructureanddocumentaontoreducetherisksposedbydistributed
teamsandturnoverofteammembers,butenoughcollaboraonanditeraontorespondtochangesinarelavelynimbleway.Forexample,aprojectmayfollowawaterfallmodelbut
includeanoverlapinphasessothattherearekeycollaboraonpointsfromteamtoteam.Thisallowspotenalchangestosurfaceearlierineachphase.Thismayalsoincludeanearly
release(suchasabetareleasetoaparcularusergroup)withashorteriteraoncycle.Feedbackfromthatreleasecanthenbeincorporatedbeforethefulldeploymentofthenewsite.
(Figure4.6)
Figure4.6Modiedwaterfallwithbetarelease
NocethesmalleriteraonswithintheDesignphaseinFigure4.5.ThatsoneofthegreatestvaluesyoubringtoyourteamasaUXdesigner.Toolssuchaswireframes(Chapter12)and
prototypes(Chapter13)canallowyoutogatherfeedbackonquickiteraonsofideas,beforealotofdevelopmentmehasbeenputin.
ThisbooklooselyfollowsamodiedwaterfallapproachliketheoneshowninFigure4.6.However,manyofthetopicscoveredherewillapplytoyourprojectregardlessofthespecicsof
yourapproach,becausethebasicacviesbehindthemdeninganddesigning,forexamplearesllnecessary.
DeepDiving
Ifyourprojectisusinganagileapproach,youllhaveuniqueneedsduringrequirementsgathering,suchasthewringofuserstoriesasawaytocapturerequirements.We
recommendUserStoriesApplied:ForAgileSowareDevelopmentbyMikeCohn(AddisonWesleyProfessional,2004).
HowDoestheApproachAectMe?
http://www.peachpit.com/articles/printerfriendly/1856033 10/11
3/28/2017 ProjectObjectivesandApproachforUXDesigners:KnowWhichStartoNavigateBy|SolidifyProjectObjectives
Knowingyourapproachhelpsyouunderstandanumberofthings:
Whatquesonsyoushouldbeasking,andwhen.Forexample,ifyoureworkingwithapurewaterfallapproach,youllneedtoputinextraeorttomakesuretherequirements
capturedintheDenephasecontainalltheinformaonyouneedfortheDesignphase.(Wellbediscussingrequirementsinthenextchapter.)
Expectaonsonhowprojectteammemberswillcollaborateandhowclosethatcollaboraonwillbe.Forexample,anagileapproachrequiresveryclosecollaboraon.A
waterfallapproachmayinvolveindividualworkmostoftheme,withtouchpointsonceorseveralmesperweek.
Thelevelofdetailneededinyourdocumentaonandthelevelofformality.Documentssubmiedatsignopointsneedtobeformal,almostlikelegalcontracts.Typically,
youllneedmoreformaldocumentsinawaterfallapproach,wheresignoisrequiredbeforeyoumoveontothenextphase.However,youmayalsohavesomeformalsigno
documentswhenusinganagileapproachforexample,tocaptureinformaonatmajordecisionpoints,suchaswhenaparculariteraonispreparedforfullreleaseand
deployment.
Importantmilestonesthatinvolveapprovalfromstakeholdersanddeploymenttodierentgroups.Theapproachwilldeterminewhatdierentaudiencesneedtoprovideat
variouspointsintheproject,includingapprovalsfromstakeholdersatsignopointsandfeedbackfrompotenalusersduringabetarelease.
Nowthatyouvesolidiedyourprojectobjecvesandgainedanunderstandingoftheprojectapproach,inthenextchapterwellstartwiththeprimaryworkintheDenephase:
gatheringrequirements.
2017PearsonEducaon,Peachpit.Allrightsreserved.
1301SansomeStreet,SanFrancisco,CA94111
http://www.peachpit.com/articles/printerfriendly/1856033 11/11