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Collaborative by Design

Teresa Rench
September 07, 2013

Collaborative by Design

Seven steps to successful cross-functional team collaboration.

Teresa Rench

September 07, 2013
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  1. @techsavvydesign
    collaborative by design
    @techsavvydesign
    Teresa Rench
    Customer Experience
    Wells Fargo

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  2. @techsavvydesign
    some background

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  3. @techsavvydesign
    how do you identify?

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  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

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  5. @techsavvydesign
    what is design?

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

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

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  8. @techsavvydesign
    design is everything

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  9. @techsavvydesign
    everyone is a designer

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  10. @techsavvydesign
    test
    develop
    design
    define

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  11. @techsavvydesign
    test
    develop
    design
    define

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  12. @techsavvydesign

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  13. @techsavvydesign
    design a collaborative team

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

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  15. @techsavvydesign
    the right kind of tator
    1
    facilitator

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  16. @techsavvydesign
    specialist
    depth
    generalist
    depth
    breadth

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  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

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  18. @techsavvydesign
    get to know each other
    2

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  19. @techsavvydesign
    get a room

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  20. @techsavvydesign
    get personal

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  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

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  22. @techsavvydesign
    set the focus
    3

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  23. @techsavvydesign
    “The secret is to gang up on the problem
    rather than each other.”
    Thomas Stallkamp

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  24. @techsavvydesign
    why are they paying for it?
    http://business-docs.co.uk/tags/product-roadmap/

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

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

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  27. @techsavvydesign
    agree on goals and principles
    4

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  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

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  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.!

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  30. @techsavvydesign
    collaborative ideation
    5

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  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

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  32. @techsavvydesign

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  33. @techsavvydesign

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  34. @techsavvydesign
    storytelling output
    Chris Risdon – Adaptive Path
    Brandon Schauer – Adaptive Path
    John Chuprevich – Wells Fargo

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  35. @techsavvydesign
    stay low-fi

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  36. @techsavvydesign

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  37. @techsavvydesign
    daily working sessions
    6

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

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  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  
     

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  40. @techsavvydesign
    unstructured example
    http://www.thelearningcommunity.us

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  41. @techsavvydesign
    remote team members

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  42. @techsavvydesign
    presenting teamwork
    7

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  43. @techsavvydesign
    stakeholders are part of the team

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  44. @techsavvydesign
    no i’s

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

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  46. @techsavvydesign
    speak with one voice

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  47. @techsavvydesign
    take it all in

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  48. @techsavvydesign
    what can go wrong?

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

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  50. @techsavvydesign
    difficulties coming to consensus

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  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

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  52. @techsavvydesign
    thank you!

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