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Best Practices
Sally Abolrous
UX Strategist, Researcher, and Designer
sally@salouli.com
www.salouli.com

UX and Agile
What I love about Agile
·  Teaming
·  It’s collaborative and cross-functional
·  Incremental
·  You don’t have to answer everything now
·  Rapid
·  Frequent releases to test your designs
·  Flexible and Adaptable
·  The team’s goal is to keep improving
What I don’t love about Agile
·  Velocity is everything
·  Quality is an after-thought
A great user experience must be rooted in an understanding of business needs and
user needs; Good user interface design is not enough.
User Experience
User Experience
Beyond the 30%...
·  We immerse ourselves in the business
·  We listen to stakeholders and users
·  We identify problems
·  We propose and test solutions
·  We create and share a vision
·  We drive decision making
A great user experience must be rooted in an understanding of business needs and
user needs; Good user interface design is not enough.
User Experience
How do we fit
this into the
process?
Experiments that work
·  7 Best Practices based on successful experiments 
·  Resulted in high velocity
·  Resulted in high quality
1. Ad-hoc “Discovery” Sprints
Best practices for Agile UX
Why?
Ad hoc “Discovery” Sprints
·  “Sprint 0” is short. We can’t plan for everything
·  We need time to answer big questions 
·  We need time to reach a decision
·  We need to take a step back and look at the big
picture

Sprint 0
Sprint 1
Sprint 2
Sprint 3
Sprint 4
Sprint 6
How does it fit in Agile?
Ad hoc “Discovery” Sprints
·  Design (UX, BA, Arch) is 2
sprints ahead
·  “Discovery” sprints as
needed 
·  Prioritize non-UX stories/
tasks for the team while
doing discovery
Design Sprint 0
Design Sprint 1
Design Sprint 2
Design Sprint 3
Design Sprint 4
Discovery
Design Sprint 6
Sprint 0
Sprint 1
Sprint 2
Dev Sprint 3
Dev Sprint 4
Dev Sprint 5
Dev Sprint 6
What do you do?
Ad hoc “Discovery” Sprints
·  Talk to the users, the business, and
the stakeholders
·  Create and evaluate concepts
·  Research the industry and the
competition
·  Conduct surveys, participatory design
sessions, usability testing
·  Etc…
What are some deliverables?
Ad hoc “Discovery” Sprints
·  Process Flows
·  Stories
·  Scenarios
·  Wireframes
·  Design guidelines
2. Assign a UX Owner
Best practices for Agile UX
Assign a UX Owner
Why?
·  Team is focused on the details of the
current and next sprint, not on the
big picture 
·  Multiple designers on different teams
can lead to inconsistency
·  Need someone to ensure the vision is
carried through and the design
doesn’t lose its integrity

Make it
my way!
80/20
Rule
Zero
training
Less is
More!!!
How?
Assign a UX Owner
·  Embed UX members in the agile teams
·  Increased collaboration
·  Increased understanding of UX
process
·  Common vision
·  UX owner may/may not be on a team
·  UX owner ensures consistency 
·  UX owner maintains the vision and
design goals
·  UX owner passes/approves deliverables
Team A
UX
VD
PO
BA
Dev
Arch
QA
SM
3. Don’t lose sight of the Big Picture
Best practices for Agile UX
Why?
Don’t lose sight of the big picture
·  In Agile, stories are small and
focused on one feature
·  It’s easy to forget about the
big picture
·  The navigation and
interaction of the whole
system is UX’s responsibility
Sprint 1
Team A
Sprint 2
Team B
Sprint 3
Team A
Sprint 3
Team B
Sprint 4
Team C
Sprint 3
Team C
Don’t lose sight of the big picture
·  Everywhere…
·  Process Flows
·  Personas
·  Design Mantras
·  Wireframes/Sketches/Ideas
·  Design team…
·  Cross-team design sessions
to ensure pieces fit together
·  Maintain and use the UX
framework
·  Think ahead
Don’t lose sight of the big picture
Anticipate
what’s coming
next based on
process flows.
Is there a
next step or
is this final
step?
What if the
user gets
interrupted?
Out of scope
Out of scope
4. Get Buy-In from the Team
Best practices for Agile UX
Why?
Get Buy-In from the Team
·  Everyone should be invested in the design
·  Development, Business, QA insight is crucial

Solid Design
Technology
Context
Business
Goals
Customer
Needs
How?
Get Buy-In from the Team
·  Talk! Often! 
·  Whiteboard sessions with Arch/Dev/BA
·  Make Informed decisions
·  Understand the technology: 
·  Limitations, Customizations, Effort required…
·  Understand the business: 
·  Goals, Motivations, Priorities…
·  Share early design sketches/ideas
·  Are there better solutions?
·  Are there technical concerns?
·  Are there testing concerns?
5. Put the user in the user story
Best practices for Agile UX
A great user experience must be rooted in an understanding of
business needs and user needs.
Put the User in the User Story
Why?
Put the User in the User Story
·  Business objectives and goals drive design decisions 
·  and users’ objectives and goals drive business decisions
·  Bring the user’s voice to requirements gathering sessions with the business
·  Bridge the gap between the business and the users
We think beyond the requirements
Put the User in the User Story
·  Question how things work today
·  We ask “why?”
·  Think beyond a user story
·  What’s happening before this? After this?
·  Channel the user
·  Will users understand this term? Add tooltips
·  Do users have enough information to make a decision? Add info
·  Do users know where they are? Add breadcrumbs
·  Do users know who to contact in case they get stuck? Add content
·  Are we missing key requirements needed to complete a task?
We look for ways to delight users, make their lives easier, and
form an emotional connection with our product or service.
Put the User in the User Story
6. Form a User Committee
Best practices for Agile UX
Why?
Form a User Committee
·  Feedback is needed quickly
·  No time for formal user research
Made up of key personas
Form a User Committee
·  Available for the entire team to:
·  Gather additional requirements
·  Understand and create process flows
·  Review wireframes
·  Review visual designs
·  Review prototypes or implementations
·  Complete surveys
·  Help expedite decision making
·  Ensure that nothing is overlooked or missed
7. Have your UX Laundry List Ready
Best practices for Agile UX
Why?
Have your UX Laundry List Ready
·  There’s always room for improvement and refinement
·  Inconsistencies get deprioritized during sprints
·  Visual design often gets deprioritized
·  Iterations are important in both UX and Agile
·  There’s always some unexpected down time – be prepared!
How?
Have your UX Laundry List Ready
·  Evaluate and test the release frequently and keep a log of desired enhancements
·  Discuss your list with the team and get their buy-in 
·  Keep your list prioritized at all times
Thank you!
Questions or comments? Contact me at sally@salouli.com

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UX and Agile: Best Practices

  • 1. Best Practices Sally Abolrous UX Strategist, Researcher, and Designer sally@salouli.com www.salouli.com UX and Agile
  • 2. What I love about Agile ·  Teaming ·  It’s collaborative and cross-functional ·  Incremental ·  You don’t have to answer everything now ·  Rapid ·  Frequent releases to test your designs ·  Flexible and Adaptable ·  The team’s goal is to keep improving
  • 3. What I don’t love about Agile ·  Velocity is everything ·  Quality is an after-thought
  • 4. A great user experience must be rooted in an understanding of business needs and user needs; Good user interface design is not enough. User Experience
  • 5. User Experience Beyond the 30%... ·  We immerse ourselves in the business ·  We listen to stakeholders and users ·  We identify problems ·  We propose and test solutions ·  We create and share a vision ·  We drive decision making
  • 6. A great user experience must be rooted in an understanding of business needs and user needs; Good user interface design is not enough. User Experience How do we fit this into the process?
  • 7. Experiments that work ·  7 Best Practices based on successful experiments ·  Resulted in high velocity ·  Resulted in high quality
  • 8. 1. Ad-hoc “Discovery” Sprints Best practices for Agile UX
  • 9. Why? Ad hoc “Discovery” Sprints ·  “Sprint 0” is short. We can’t plan for everything ·  We need time to answer big questions ·  We need time to reach a decision ·  We need to take a step back and look at the big picture Sprint 0 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 6
  • 10. How does it fit in Agile? Ad hoc “Discovery” Sprints ·  Design (UX, BA, Arch) is 2 sprints ahead ·  “Discovery” sprints as needed ·  Prioritize non-UX stories/ tasks for the team while doing discovery Design Sprint 0 Design Sprint 1 Design Sprint 2 Design Sprint 3 Design Sprint 4 Discovery Design Sprint 6 Sprint 0 Sprint 1 Sprint 2 Dev Sprint 3 Dev Sprint 4 Dev Sprint 5 Dev Sprint 6
  • 11. What do you do? Ad hoc “Discovery” Sprints ·  Talk to the users, the business, and the stakeholders ·  Create and evaluate concepts ·  Research the industry and the competition ·  Conduct surveys, participatory design sessions, usability testing ·  Etc…
  • 12. What are some deliverables? Ad hoc “Discovery” Sprints ·  Process Flows ·  Stories ·  Scenarios ·  Wireframes ·  Design guidelines
  • 13. 2. Assign a UX Owner Best practices for Agile UX
  • 14. Assign a UX Owner Why? ·  Team is focused on the details of the current and next sprint, not on the big picture ·  Multiple designers on different teams can lead to inconsistency ·  Need someone to ensure the vision is carried through and the design doesn’t lose its integrity Make it my way! 80/20 Rule Zero training Less is More!!!
  • 15. How? Assign a UX Owner ·  Embed UX members in the agile teams ·  Increased collaboration ·  Increased understanding of UX process ·  Common vision ·  UX owner may/may not be on a team ·  UX owner ensures consistency ·  UX owner maintains the vision and design goals ·  UX owner passes/approves deliverables Team A UX VD PO BA Dev Arch QA SM
  • 16. 3. Don’t lose sight of the Big Picture Best practices for Agile UX
  • 17. Why? Don’t lose sight of the big picture ·  In Agile, stories are small and focused on one feature ·  It’s easy to forget about the big picture ·  The navigation and interaction of the whole system is UX’s responsibility Sprint 1 Team A Sprint 2 Team B Sprint 3 Team A Sprint 3 Team B Sprint 4 Team C Sprint 3 Team C
  • 18. Don’t lose sight of the big picture ·  Everywhere… ·  Process Flows ·  Personas ·  Design Mantras ·  Wireframes/Sketches/Ideas ·  Design team… ·  Cross-team design sessions to ensure pieces fit together ·  Maintain and use the UX framework ·  Think ahead
  • 19. Don’t lose sight of the big picture Anticipate what’s coming next based on process flows. Is there a next step or is this final step? What if the user gets interrupted? Out of scope Out of scope
  • 20. 4. Get Buy-In from the Team Best practices for Agile UX
  • 21. Why? Get Buy-In from the Team ·  Everyone should be invested in the design ·  Development, Business, QA insight is crucial Solid Design Technology Context Business Goals Customer Needs
  • 22. How? Get Buy-In from the Team ·  Talk! Often! ·  Whiteboard sessions with Arch/Dev/BA ·  Make Informed decisions ·  Understand the technology: ·  Limitations, Customizations, Effort required… ·  Understand the business: ·  Goals, Motivations, Priorities… ·  Share early design sketches/ideas ·  Are there better solutions? ·  Are there technical concerns? ·  Are there testing concerns?
  • 23. 5. Put the user in the user story Best practices for Agile UX
  • 24. A great user experience must be rooted in an understanding of business needs and user needs. Put the User in the User Story
  • 25. Why? Put the User in the User Story ·  Business objectives and goals drive design decisions ·  and users’ objectives and goals drive business decisions ·  Bring the user’s voice to requirements gathering sessions with the business ·  Bridge the gap between the business and the users
  • 26. We think beyond the requirements Put the User in the User Story ·  Question how things work today ·  We ask “why?” ·  Think beyond a user story ·  What’s happening before this? After this? ·  Channel the user ·  Will users understand this term? Add tooltips ·  Do users have enough information to make a decision? Add info ·  Do users know where they are? Add breadcrumbs ·  Do users know who to contact in case they get stuck? Add content ·  Are we missing key requirements needed to complete a task?
  • 27. We look for ways to delight users, make their lives easier, and form an emotional connection with our product or service. Put the User in the User Story
  • 28. 6. Form a User Committee Best practices for Agile UX
  • 29. Why? Form a User Committee ·  Feedback is needed quickly ·  No time for formal user research
  • 30. Made up of key personas Form a User Committee ·  Available for the entire team to: ·  Gather additional requirements ·  Understand and create process flows ·  Review wireframes ·  Review visual designs ·  Review prototypes or implementations ·  Complete surveys ·  Help expedite decision making ·  Ensure that nothing is overlooked or missed
  • 31. 7. Have your UX Laundry List Ready Best practices for Agile UX
  • 32. Why? Have your UX Laundry List Ready ·  There’s always room for improvement and refinement ·  Inconsistencies get deprioritized during sprints ·  Visual design often gets deprioritized ·  Iterations are important in both UX and Agile ·  There’s always some unexpected down time – be prepared!
  • 33. How? Have your UX Laundry List Ready ·  Evaluate and test the release frequently and keep a log of desired enhancements ·  Discuss your list with the team and get their buy-in ·  Keep your list prioritized at all times
  • 34. Thank you! Questions or comments? Contact me at sally@salouli.com