Class Introduction
Jose Caballer
Lesson Info
1. Class Introduction
Lessons
Class Introduction
15:08 2UX Facilitation Overview
07:02 3Brand Attributes, Customer Profiles, & Business Goals
18:32 4The Facilitation Framework
13:40 5Introducing The Client: SmartFeed
03:55 6UX Overview Q & A
14:23 7Meet the Client: The SmartFeed Stakeholders
07:45 8Alignment Exercise
06:51Creating an Agenda
07:41 10Creating a User Profile: Single Dad
15:17 11Creating a User Profile: Millennial Mom
16:40 12Defining Awareness Goals
20:40 13Establishing Efficiency Goals
22:44 14User Story Introduction
06:00 15Sketching The User Story
50:16 16Sketching Page 2
08:59 17Checking In: What Is or Isn't Working
25:31Lesson Info
Class Introduction
Hello and welcome to creative live we're here today with fast and effective u ex design learned the process with jose kobol er my name is jim kentucky I'm going to be your host today I want to tell you a little bit about jose jose is one of the masterminds behind school one of the country's leading design education cos some of his clients include al gore, thomas kelleher, disney and nike and let me tell you we have a great day ahead for you we're going to cover this morning a little bit about the basics of u ex design but then we're coming back with something very very special this afternoon we are bringing in smart feed their company and we are jose is actually going to design their full on interface for their mobile site and you're going to get tau watch it live as he works with a real client so jose take it away awesome thank you so much appreciated him so let's get started good morning everybody it's going to be an interactive session and it's going to be a lot of fun as jim said i...
s fast and effective you ex design and learning the process and in the morning session I just wantto cover some of the basics and really talk a little bit about the differences between what we're going to do today and what some of you might perceive as you ex design so the key thing, though, is that we're going to do a live work session with a client with smart feed. So today, it's not really a class it's a live session with a client, so you're getting to sit in on something that might happen behind closed doors with executives in a client in a start up in this case scenario, and this is appropriate because we are in the city of start ups and let's talk about start ups just for a second there. This is it from steve blank, who wrote a book called the four steps to the epiphany. A start up is an organization designed to search for repeatable and scalable business model. So interesting distinction the job is to continuously search for a business model you might not have it completely defined. It might not be completely baked together. The best analogy is it's like building an airplane while you're taking off and flying that's what my experience was, startup says, and the reason why I am starting with this is because her several mistakes that happened sometimes and start ups, one of them it's really simple designing for yourself, whether it's, the u ex designer, or whether it's the ceo or whether it's, a cto people have the tendency to say this is what I think should be that's a mistake, number one number two is not having a framework for user driven design, meaning who's doing what one is it happening? How is that happening there being no riel framework notice I'm not calling it process free market process are two different things I don't like the word process even though it's a very important word the third one is building too much. I would say the first hundred thousand dollars of funding are always what I call the learning cost because the team is spending it on figuring things out so and taking too long to validate it meaning to release and to understand whether it is what the users wanted the end of the day or not the math it's about eighty percent of what you build this usually not right, only twenty percent of it is right here's how to avoid them the first one is what we're all here user focused design so that's an important one the second one brand driven user experience process now the distinction there I put brand driven and your guys they're going to see this afternoon what I mean by that and finally defining prototyping and testing quickly so here's some challenges that happened within those the number one challenge how to best to find your users I get a question asked all the time where did you get that information? Did you get it from data did you go do use her research? Did you do interviews that you talked to users and you get from social media? How did you get the data? We'll talk about that a little bit, but I'll tell you now that most of the time ceo or the founders represent a subset of the users and they know their users fairly well, so just getting the information out of them to start as a hypotheses usually works fairly well. Um, you don't have to go necessarily too deep, but it's, good to have interviews and research and surveys and all those things and being able to synthesize those number two. How do you translate all these things? You know, how do you translate their user needs and the business goals into design into screens into, like the actual product? What is the magic? What? How do you make decisions between here's the data I have here's what it needs to look like, number three, the team one thing that I'm going to talk about a lot today, that the majority of problems with you x and with process in general, within a startup or in what you're going to do, the majority of the problems are people, period, people in process. Most of your time is going to be spent dealing with that and what I'm teaching you today is actually about that here's a big question who is this for? Is this for me and my person a mind the right place most of you I think you're in the right place. Designers transition to u ex raise your hand if you're transitioning to u ex a designer trip there you go in house managers trying to wrangle teams raise your hand if you're dealing with that wow, we have a good even split a few more managers and designers start up entrepreneurs or you're planning in the future to do a startup look that pretty they even so we have a perfect audience today and I'm pretty sure you at home will fall into one of these categories and if you don't welcome anyway, hopefully you'll get some value out of that here's a big question who's this dude I was talking to us so jim introduced me fairly well and I'm the chief content officer for this school which I co founded and yes, we teach business to designers you ex sales all the things that we didn't get tied in art school here's the bigger question you guys were asking where you qualified to teach this I mean we don't know you so that's a really good question now yes I did attend one of the top design schools in the world but that's not even close to being enough. Yes, I did start my career at one of the first digital agencies in the nineteen nineties. Ah, you guys might recognize that place called razor fish, and, yes, I did run a digital agency for eleven years, and even though I was a few pounds heavier there, I got a lot of experience from that and worked with hundreds of clients and over thirty startups. Here's, here's the reality. One thing has made me more qualified to be a u x designer than all of those things that preceded it. And that's what I was born, the son of a teacher and a preacher in a third world country, why's that nothing prepares you more for caring about other people users than church teaching and being an outsider. How many of your outsiders here from another country, another culture that makes you a much better u ex designer? Because you have the ability to look from the outside in to sit on the wall and notice the differences between how you are and how those people are so really leverage that my mom was probably one of the most carrying people in the world, and she went out of her way to care for others. That to me, makes me better than almost anyone, so you guys could leverage those experiences here's everything. What prepares me to be a good facilitator? Attention deficit disorder. So it sounds like a disorder, but it's the traits in eighty, you have the ability to multi thread you, khun sense everything at the same time. You can listen to multiple conversations. It gives you a huge leg upin the ability to facilitate if you don't sometimes is overwhelming. You're, like, overwhelmed by the client by the people by the input. So that definitely gives me a huge leg up. It does distract you a little bit. So you know, squirrel. All right, forget about the squirrel let's. Talk about you guys. Why are you guys here? So all of you are here to get something out of value. I want to spend a minute or two to write that down on dh. Make sure that I know why you're here. So just raise your hand in an orderly fashion. We have a microphone that we can pass around and give to the folks. Parry, tell us, harry. Yes, eso why I'm here is I work with a ton of startups and I put together teams of designers and you ex new ai designers, technologists, and I just want to get some insight into the kind of thinking that goes into interviewing startups and determining you know what they're thinking about and how to howto manage the most appropriate product market fit in that whole process so you want to get inside zion how to manage your start up people yes, something like yes and the process right exactly how to manage people the process you awesome. Thank you very much appreciate a tino in the back you're kidding and to know how to manage people in process people's it so my I'm here because I I run on and in house does your team fairly new team a small team and one of my biggest issues right now is that a digital and my company is a fairly new thing so I'm having to deal with a lot of people, especially at the top that aren't familiar with digital process. So that's that's what I'm trying to find out exactly how to help manage up and what did you study to know you're a designer, right? Yes doesn't know you're a manager and a manager got it so educating up is that educating a yes and like you mentioned the beginning working with people is probably the most difficult thing right now and working with people awesome thank you to you know much appreciate it anybody else sir chris and tell us your name when you started what role you play my name's kristen I'm, uh maura founder entrepreneur than anything else the thing on most like to learn is is I feel comfortable with the gather the pool of desires from the consumer and I feel comfortable with there's an in product the prioritization of the ideas that the consumer has because there's limited resource is and getting to that so that everybody on the team says that's it those are the three things I care about the rest for today we'll just have to wait gotcha so prioritization relative to the actual ability to execute I love it thank you chris much appreciated anybody else let's do a few more room and tell us your name what do you do? I met him sharon I'm the business design director at an agency sources I'm agency called fjord and which is not part of the century jose and I've and mary actually work together in the early days of razor fish so it's good a long time ago in a galaxy far away almost twenty years you look pretty good for the way you know and you know the principles of what you talked about it learning about, you know, we go to schools I haven't engineering degree, but I've transitioned into the world of digital in the early days as well to so and when you rise up into the management ranks sometimes it's important to actually still kind of stay connected to the people that and understand what they're doing so that as I you know, navigate the clients or opportunities within for the agency I know and it can be converse in't and understand the disciplines of the things that the people that work around it so that's why I try to kind of say fresh and come to these classes so you want to get a sense of, uh, the role of user experience of facilitation you really you're here because you're a professional and you want to continue to grow yes, awesome I love that so I'll put it down as how is this different and valuable? So what you're going to learn today that's affair that sounds great awesome. Thank you so much. You won't appreciate it valuable chris I mean eric sorry yes so I designed book covers so you x is brand new to me and that's why I'm here so you're making the transition well, welcome print designer welcome to the world of you x there should be some like, you know, print designer like a symbol of some sort I don't think there is, but maybe we have been kind of fingers true that thank you eric I mean, he was christie I co founded a company called millennium mines and were in the field of human engagement on a bunch of the clients I figured they were interested in doing that and building user interfaces for that purpose and so I'm sort of interested in finding out how can I engage customers at the end of the day and how can I use you ex best jews got it so you want another relationship with the customer like really? So I'll just put and customer engagement that's a really that's a really good one, so thank you, chrissy appreciate that anybody else one more tomorrow? Hi, I'm marie and I'm in interactive digital producer for a television station and I I wanted to get well, I feel like I have an intuitive knowledge of what u ex design is and it would just be great to have a vocabulary and a better foundation or understanding it so you want to go from just conceptual intuitive to getting some actual solid something checks it's called chunks chuck's I said vocabulary in chunks not like but e even though I could get nervous and go out but yeah, thank you so much, marie, my name is anita and I have a bag on graphic design I'm interested and transitioning to being becoming a u x designer so you're you're you're going from print to web I do a little bit of web I want to do it better better so anymore you ex focus of transitioning to you explain awesome if there's no one else thank you very much for everybody who contributed much, much obliged so that's you guys and a note and breaking the fourth wall since it's a course I'm doing the same thing that we do in user experience I'm actually getting to know every single person so that while I'm delivering the topic I can pinpoint it to you as an individual in you accident web terms that's called personalization so I can say you know aaron, you know you wanted to know about x y z you know, here it is and pointed out in my presentation etcetera, etcetera if that makes any sense and this is something that I do it every time I talk or every time I do a class I really find out what it is said that people want to get out of it and if I can deliver that by the time I'm done, then that wasn't great you know, great user experience so here's the agenda for today and you'll notice that we've already gone through the introduction through the you notice that there's also time on every single component and I'm actually tracking it fairly well we're actually sixteen minutes in this is twelve so that's a principle that I also use in facilitation that I'm using in this and I using everything because I'm super a dd so I have to break things into really granular chunks other ways what happens swirled remember that way we'll be talking about something else over here
Class Materials
Ratings and Reviews
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!
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!
Carl Rosati
Loved it, big fan of Jose anyway but this is more comprehensive than the videos on youtube from Skool (or at least a deeper dive). Would be really useful if we could also download the slide deck for quick reference. Can this happen?