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Collaborative by Design

9a398914e5ebd027d430c586ea8e6f33?s=47 Teresa Rench
September 07, 2013

Collaborative by Design

Seven steps to successful cross-functional team collaboration.


Teresa Rench

September 07, 2013


  1. @techsavvydesign collaborative by design @techsavvydesign Teresa Rench Customer Experience Wells

  2. @techsavvydesign some background

  3. @techsavvydesign how do you identify?

  4. @techsavvydesign visual designer user experience customer experience information architect interaction

    designer designer front-end developer technical architect back-end developer web developer software architect developer
  5. @techsavvydesign what is design?

  6. @techsavvydesign not this… interaction design! visual design!

  7. @techsavvydesign "Design is not just what it looks like and

    feels like. Design is how it works."
  8. @techsavvydesign design is everything

  9. @techsavvydesign everyone is a designer

  10. @techsavvydesign test develop design define

  11. @techsavvydesign test develop design define

  12. @techsavvydesign

  13. @techsavvydesign design a collaborative team

  14. @techsavvydesign ”Alone we can do so little. Together we can

    do so much.” Helen Keller
  15. @techsavvydesign the right kind of tator 1 facilitator

  16. @techsavvydesign specialist depth generalist depth breadth

  17. @techsavvydesign "The horizontal stroke of the 'T' is the disposition

    for collaboration across disciplines. It is composed of two things. First, empathy. It's important because it allows people to imagine the problem from another perspective- to stand in somebody else's shoes. Second, they tend to get very enthusiastic about other people's disciplines, to the point that they may actually start to practice them." Tim Brown CEO of IDEO From T-Shaped Stars: The Backbone of IDEO’s Collaborative Culture
  18. @techsavvydesign get to know each other 2

  19. @techsavvydesign get a room

  20. @techsavvydesign get personal

  21. @techsavvydesign •  everyone has an equal voice •  we will

    strive for consensus •  we will provide direct, respectful feedback to one another •  we will openly share our ideas and help to build on the ideas of others set ground rules
  22. @techsavvydesign set the focus 3

  23. @techsavvydesign “The secret is to gang up on the problem

    rather than each other.” Thomas Stallkamp
  24. @techsavvydesign why are they paying for it? http://business-docs.co.uk/tags/product-roadmap/

  25. @techsavvydesign who are the end users? http://www.servicedesigntools.org/tools/40

  26. @techsavvydesign the intersection business drivers! customer needs! the solution! feasibility!

  27. @techsavvydesign agree on goals and principles 4

  28. @techsavvydesign SSEP, the next generation of Wells Fargo’s secure banking,

    will deliver a device-agnostic, personalized user experience that gives customers a deeper sense of control over their finances through more meaningful conversations that provide clear direction, relevant guidance, and opportunities to make informed decisions. Ultimately, SSEP will ensure our customers remain satisfied, engaged, and informed across all secure session access points – and to be promoters of Wells Fargo. Secure Session Experience Platform (SSEP) Mission Statement
  29. @techsavvydesign 1.  Focus on the user and all else will

    follow. ! 2.  It’s best to do one thing really, really well. ! 3.  Fast is better than slow. ! 4.  Democracy on the web works. ! 5.  You don’t need to be at your desk to need an answer. ! 6.  You can make money without doing evil. ! 7.  There’s always more information out there. ! 8.  The need for information crosses all borders. ! 9.  You can be serious without a suit. ! 10. Great just isn’t good enough.!
  30. @techsavvydesign collaborative ideation 5

  31. @techsavvydesign “Stories are how we think. They are how we

    make meaning of life. Call them schemas, scripts, cognitive maps, mental models, metaphors, or narratives. Stories are how we explain how things work, how we make decisions, how we justify our decisions, how we persuade others, how we understand our place in the world, create our identities, and define and teach social values.” Dr. Pamela Rutledge Director, Media Psychology Research Center
  32. @techsavvydesign

  33. @techsavvydesign

  34. @techsavvydesign storytelling output Chris Risdon – Adaptive Path Brandon Schauer

    – Adaptive Path John Chuprevich – Wells Fargo
  35. @techsavvydesign stay low-fi

  36. @techsavvydesign

  37. @techsavvydesign daily working sessions 6

  38. @techsavvydesign structured vs. unstructured http://imgur.com/a/WsGXw

  39. @techsavvydesign trailing activities meeting details preceding activities BA:  Iden%fy,  review,

     and   update  use  cases  and   requirements  for   upcoming  itera%on     UX:  Create  preliminary   wireframes  or  prototypes   A'endees:  Project   Manager,  UX  Team,   Business  Analyst,   Stakeholders  as  needed     Agenda:     1.  Review  features  for   the  itera%on   2.  Review  use  cases  and   requirements   3.  Walk  through   wireframes/ prototypes   4.  Document  ac%on   items   BA:  Meet  with   Stakeholders  for  input   and  to  ensure  business   alignment  with  design     UX:  Update  wireframes/ prototypes  per   discussions     All:  Pursue  ac%on  items   and  issue  resolu%ons    
  40. @techsavvydesign unstructured example http://www.thelearningcommunity.us

  41. @techsavvydesign remote team members

  42. @techsavvydesign presenting teamwork 7

  43. @techsavvydesign stakeholders are part of the team

  44. @techsavvydesign no i’s

  45. @techsavvydesign switch presenters http://www.brandsoftheworld.com/critique/duck-duck-moose-2

  46. @techsavvydesign speak with one voice

  47. @techsavvydesign take it all in

  48. @techsavvydesign what can go wrong?

  49. @techsavvydesign difficult team members http://dogcare.dailypuppy.com/stop-dog-biting-eating-bone-4018.html

  50. @techsavvydesign difficulties coming to consensus

  51. @techsavvydesign •  start with the right team lead •  get

    to know each other •  set the focus •  agree on project goals and design principles •  start with low-fi ideation including storytelling so that all team members have input •  set up daily working sessions to keep the team moving as one •  present your work as a team collaborative by design 1 2 3 4 5 6 7
  52. @techsavvydesign thank you!