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Human Centered Design
and certification system
 of the HCD specialist
            Masaaki Kurosu (ed.)
            Sachi Mizobuchi (tr.)
             Darold Davis (tr.)
Seiji Hayakawa et al. (original Japanese Ver.)
1. Background
• While products/systems/services in our society have
  been advancing rapidly with increasingly complex user
  interfaces, we have not had a sufficient number of HCD
  specialists who have skills of designing
  product/system/service to provide a good experience to
  its users. Human Centered Design Organization (HCD-
  net) was established in 2005 to bring the concept (and
  process) of human-centered design to
  product/system/service development.
• This document addresses activities of the organization,
  particularly focusing on the certification system of HCD
  specialist.
2. Activity of HCD-Net
• Our goal is to achieve the following objectives under six
  activity domains detailed below.
• (1) to change product/system/service development
  process from product-centered to human (user)-centered
  (2) to change product/system/service development
  process from problem solving to attractive experience
  creation
• (3) to accomplish customer satisfaction while at the
  same time reducing the company's cost of reworking.
Six Activity Domains
[HCD Survey & research]
• In addition to fundamental survey and research related to HCD, we conduct
   research studies to raise the efficiency of system implementation and
   quality of use. We also hold an annual workshop to discuss human-
   centered design, and publish journals once or twice a year.
[Education]
• We provide lectures, seminars, and workshops to help the audience gain
   knowledge of HCD and to exchange their experience and practice, as well
   as publishing textbooks and reference books. We are also organizing and
   constructing the HCD Body of Knowledge, which is necessary to put HCD
   into practice.
[Public relations]
• We provide various events to learn about HCD including "HCD-net salon" (a
   meeting for both members and non-members) approximately once a month
   and special events for supporting members. We perform PR activity to
   mass media, communicate with related organizations, and construct human
   resources network.
[International activity related to HCD]
• We share information about our organization to audiences outside of Japan.
    This activity includes performing international PR activity through our
    website and serving as a window on HCD communities in Japan.
[Development]
• Our main activity here is to collect information of development tools and
    methods related to HCD and provide them to members, and to investigate
    and design HCD of Social infrastructure system. We also organize several
    special interest groups (SIG), including Kansei SIG, Sci-Fi movie SIG
    (leaning user interface ideas from Science Fiction movies), method-
    developing SIG.
[Standardization/Certification]
• We develop HCD-related standards, participate in the process of HCD-
    related standardization, certify HCD specialists, and certify
    product/system/service, which are designed by HCD.
Symposium
• In addition to activities in six domains, we have a general
  symposium (HCD-net forum) once a year under a
  particular theme.
3. Certified HCD Specialist
• In 2004, a major number of Japanese ministries and
  agencies developed electronic application systems on
  their websites. As problems arose due to poor usability
  of the systems, a guideline was formulated to develop
  websites, which are easy to use/understand for users.
  However, although this guideline instructed to have
  usability specialists in the design process, there was no
  certification system for usability professionals at that time.
  This motivated us to establish a certification system for
  the specialist.
Goals
• Our goals of developing the certification system are;
   – to establish a system to certify professionals who can carry out
     the human-centered design process in product/system/service
     development in practice
   – to clarify a necessary set of competences for the professional
   – to set clear activity goals for people who develop the specialty
   – to educate people who want to use the professional„s specialty
Three Levels
• We designed three levels of specialist in our certification
  system (however, only the first level has been exercised
  so far).
• Target of the first level (HCD specialist) is assumed for
  project managers, web producer and consultant, with
  experience of 5 years or more of practice in the HCD
  field, who can play a role in leading other people.
• The second level, a usability specialist (temporary title),
  is assumed for system engineers, designers and
  marketing researchers who have experience of 3 years
  or more, and who can create requirement specification,
  user interface specification and can conduct usability
  tests.
• The third level is assumed for entry-level workers,
  students and other people who are interested in HCD.
HCD specialist certification system (draft)                   ①         2012.01.18 HCD specialist certification committee


Level      Title            Target            Required competence                   Criteria                Renewal
                       HCD specialist,    ・A: Usability engineering        ・satisfy 7 or more items     ・Required every
                       consultant,        B: HCD                           from category A and/or B,    3 years
                       researcher, Web    application/development          and 2 or more items from     ・30 points or
          Certified    director etc.      C: Project management            category C.                  more based on
 1st       HCD         (project manager   - (optional) knowledge of        ・add point based on          the criteria
        Professional   class)             related area, technical          knowledge of related area
                                          communication skills             and technical
                                                                           communication skills


                       Usability          ・A:Usability engineering         ・satisfy 5 or more items     ・Required every
                       engineer,          skills(evaluation-analysis,      from category A              3 years
                       architect,         design)                          ・add point based on          ・20 points or
         Certified     software           - (optional) knowledge of        knowledge of related area    more based on
2nd      Usability     engineer,          related area, technical          and technical                the criteria
         Specialist    designer, etc.     communication skills             communication skills         (scoring rule is
                       (practitioner                                                                    same as the 1st
                       class)                                                                           level)

                       entry-level        Basic knowledge of HCD           Accuracy rate of multiple-   Not required
                       workers,                                            choice (4 options)
                       students and                                        questions and fill-in-the-
         Usability     people who are                                      blank questions
3rd     proficiency    interested in                                       ※Questions are designed
           Test        HCD                                                 based on the introductory
                       (beginner level)                                    book from HCD library
                                                                           series
HCD specialist certification system (draft)                  ②

Level      Title                       Fee                            Benefit              Relationship        Timing
                                                                                             with the
                                                                                           proficiency
                                                                                               test
                       ・exam fee12000 JPY                                                  Applicants are   ・once a
                       ・registration fee 18000 JPY                                         required to      year
                       ・annual membership fee 12000 JPY                                    pass the third   ・same time
          Certified
                                                                                           level .          as the
 1st       HCD         (No charge for HCD-Net members)
        Professional                                                                                        second level
                       ・renewal fee 5000 JPY
                       ※exam fee will be half the rate for
                       supporting members
                       ・exam fee 5000 JPY                    ・Successful applicant         Applicants are   ・once a
                       ・registration fee 1000 JPY            can be eligible to apply      required to      year
                       ・annual membership fee 3000 JPY       for the first level           pass the third   ・same time
                                                             specialist after 2 years of   level .          as the first
         Certified     (No charge for HCD-Net members)       practical experience.                          level
2nd      Usability     ・renewal fee 5000 JPY                 ・In the application for
         Specialist
                       ※exam fee will be half the rate for   the first level, they can
                       supporting members                    re-use the application
                                                             documents for the
                                                             second level specialist.
                       ・exam fee 5000 JPY                                                                   ・twice a
                       ・registration fee - No charge                                                        year
         Usability                                                                                          ・different
3rd     proficiency                                                                                         time from the
           Test                                                                                             first and
                                                                                                            second level
HCD specialist certification system (draft)                       ③

Level           Title            Examination method        Reviewing method             Eligibility            Certificate

                                ・document                 Reviewed by             ・Five or more years      ・certificate (blue)
                                application               certified specialists   of practical             ・plaque
                                ・3-5 projects are         →deliberated in         experience               ・reissue a
                                assessed                  judging committee       ・project work in a       certificate when it
           Certified HCD
 1st                                                                              graduate school will     is renewed.
           Professional
                                                                                  be counted.
                                                                                  (writing master thesis
                                                                                  is not counted as a
                                                                                  practical experience)
                                ・document                 Reviewed by             ・Five or more years      ・certificate
                                application               certified specialists   of practical             (green)
                                ・3-5 projects are         →deliberated in         experience               ・reissue a
                                assessed                  judging committee       ・project work in a       certificate when it
         Certified Usability                                                      graduate school will     is renewed.
2nd
            Specialist                                                            be counted.
                                ※same document
                                format and criteria are                           (writing master thesis
                                used as the first level                           is not counted as a
                                specialist.                                       practical experience)

                                Written examination       Scoring by external                              ・certificate
                                (computer-based) by       contractors→deliber                              (orange)
                                external contractors      ated by judging
                                                          committee
        Usability proficiency
3rd
                Test            ※In major cities
                                throughout Japan
Certification Procedure
•  The first and second level are assessed based on
  application documents which mainly describe the past
  record of applicants while the third level will be assessed
  by a proficiency test.
• The application document consists of an application
  sheet which describes educational and work history, a
  practical activity sheet which describes past projects that
  the applicant worked on and her/his competence in the
  projects, appendices which indicate educational records,
  published papers, books, creation and output.
• This structure was designed based on the JES (Japan
  Ergonomics Society) Certification Program for
  Professional Ergonomist, which had been working in
  practice prior to our system.
Competence
• Competence, which is the main object of judgment, is
  divided into 3 categories with detailed subcategories in
  each competence area.
   – [Usability Engineering] competence of research, analysis and
     design
   – [HCD application and development] competence to apply and
     drive the HCD process in an organization
   – [HCD project management] competence to manage an HCD
     project and to develop an HCD-conscious organization
• Knowledge of the (HCD) process, philosophy,
  methodology, academic knowledge of related area,
  technical communication skill are also considered as a
  general competence. These knowledge areas and skills
  are assessed while to form a part of the total score.
• Based on a certain criteria, reviewers judge whether the
  application documents prove that the applicant's
  competences were exercised in practice. We have
  already issued certificates for 222 HCD specialists (the
  first level) as of 2011 with a large number of practitioners
  and web creators. We are currently planning to start the
  second and third level certification within the next year
  (2013).
HCD Competence Map

  A: Usability Engineering skills   B: HCD application and       C: HCD Project management                       K: Knowledge                          L: Technical
                                       development skills                     skills                                                                 communication
 A1: Evaluation- A2: Designing        B1:          B2: R&D        C1: Project          C2:    K1: Process and     K2: Common      K3: Related              skills
     analysis                  Implementation                    management Organization        philosophy        knowledge in academic area
                                of HCD process                                     management                    product/syste/s and method
                                     to an                                                                            ervice
                                 organization                                                                     development
11. Designing 21. Creating     31. applying    41. Developing   51. Designing   61. Managing    71. HCD/UCD     81. User        91. Ergonomics L1. Documenting
research        requirement    HCD process     method and       project         organization                    interface
                specification  and designing methodology
                               how to
                               introduce HCD
                               to an
                               organization
14. Conducting 22. Information 32. Developing 42. Creating      52. Directing   62. Education                   82. Product and 92. Cognitive       L2.
Interview       architecture   education       proposals of     project team                                    technology      psychology          Communication
                               program of HCD product and                                                       (hardware/soft
                                               business                                                         ware)
13. Conducting 23. Creating                                     53. Managing                                    83. Usage        93. Various        L3. Presentation
observation    design and                                       project                                         situation        methods of
               specification                                                                                                     survey and
               proposal                                                                                                          assessment
14. Conducting 24. Prototyping                                                                                  84. Design and   94. Planning
usability test                                                                                                  development      practical survey
                                                                                                                process
15. Conducting                                                                                                  85. Universal    95. Quantitative
inspection                                                                                                      design           analysis method
evaluation
16. Analysis of                                                                                                 86. Quality      96. Qualitative
information                                                                                                     control          analysis method
structure
17. Analysis and                                                                                                87. Software     97. Marketing
deliberation                                                                                                    engineering
18. Analysis of                                                                                                 88. Technical
requirement                                                                                                     communication
4. Positive Effects of Certification
System
• Number of HCD-Net members grown rapidly
  – Maybe for the reason that the annual certified membership fee
    (12,000 JPY) is equal to the annual HCD-Net membership fee.
  – In 2009, most of the applicants were HCD-Net members.
  – Since 2010, those who weren‟t HCD-Net members became
    certified members, thus became HCD-Net members.
  – In the future, renewal fee will support HCD-Net financially.
Growth of HCD-Net Members
and Certified Professionals
 400



 350



 300



 250



 200                                             Member
                                                 Certified Pro

 150



 100



  50



   0
       2006   2007   2008   2009   2010   2011
Suggestions for UXPA
• Certification by UXPA is “world-wide” and is
  attractive, esp. for those who are conducting
  international business.
• For non-native English applicants (e.g.
  Japan, Korea, China, Russia, Germany etc.), a certain
  score level of English (e.g. TOEFL) must be required to
  ensure the skill of international business.

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130315 HCD-Netにおける資格認定制度 (英文 certification system of hcd net)

  • 1. Human Centered Design and certification system of the HCD specialist Masaaki Kurosu (ed.) Sachi Mizobuchi (tr.) Darold Davis (tr.) Seiji Hayakawa et al. (original Japanese Ver.)
  • 2. 1. Background • While products/systems/services in our society have been advancing rapidly with increasingly complex user interfaces, we have not had a sufficient number of HCD specialists who have skills of designing product/system/service to provide a good experience to its users. Human Centered Design Organization (HCD- net) was established in 2005 to bring the concept (and process) of human-centered design to product/system/service development. • This document addresses activities of the organization, particularly focusing on the certification system of HCD specialist.
  • 3. 2. Activity of HCD-Net • Our goal is to achieve the following objectives under six activity domains detailed below. • (1) to change product/system/service development process from product-centered to human (user)-centered (2) to change product/system/service development process from problem solving to attractive experience creation • (3) to accomplish customer satisfaction while at the same time reducing the company's cost of reworking.
  • 4. Six Activity Domains [HCD Survey & research] • In addition to fundamental survey and research related to HCD, we conduct research studies to raise the efficiency of system implementation and quality of use. We also hold an annual workshop to discuss human- centered design, and publish journals once or twice a year. [Education] • We provide lectures, seminars, and workshops to help the audience gain knowledge of HCD and to exchange their experience and practice, as well as publishing textbooks and reference books. We are also organizing and constructing the HCD Body of Knowledge, which is necessary to put HCD into practice. [Public relations] • We provide various events to learn about HCD including "HCD-net salon" (a meeting for both members and non-members) approximately once a month and special events for supporting members. We perform PR activity to mass media, communicate with related organizations, and construct human resources network.
  • 5. [International activity related to HCD] • We share information about our organization to audiences outside of Japan. This activity includes performing international PR activity through our website and serving as a window on HCD communities in Japan. [Development] • Our main activity here is to collect information of development tools and methods related to HCD and provide them to members, and to investigate and design HCD of Social infrastructure system. We also organize several special interest groups (SIG), including Kansei SIG, Sci-Fi movie SIG (leaning user interface ideas from Science Fiction movies), method- developing SIG. [Standardization/Certification] • We develop HCD-related standards, participate in the process of HCD- related standardization, certify HCD specialists, and certify product/system/service, which are designed by HCD.
  • 6. Symposium • In addition to activities in six domains, we have a general symposium (HCD-net forum) once a year under a particular theme.
  • 7. 3. Certified HCD Specialist • In 2004, a major number of Japanese ministries and agencies developed electronic application systems on their websites. As problems arose due to poor usability of the systems, a guideline was formulated to develop websites, which are easy to use/understand for users. However, although this guideline instructed to have usability specialists in the design process, there was no certification system for usability professionals at that time. This motivated us to establish a certification system for the specialist.
  • 8. Goals • Our goals of developing the certification system are; – to establish a system to certify professionals who can carry out the human-centered design process in product/system/service development in practice – to clarify a necessary set of competences for the professional – to set clear activity goals for people who develop the specialty – to educate people who want to use the professional„s specialty
  • 9. Three Levels • We designed three levels of specialist in our certification system (however, only the first level has been exercised so far). • Target of the first level (HCD specialist) is assumed for project managers, web producer and consultant, with experience of 5 years or more of practice in the HCD field, who can play a role in leading other people.
  • 10. • The second level, a usability specialist (temporary title), is assumed for system engineers, designers and marketing researchers who have experience of 3 years or more, and who can create requirement specification, user interface specification and can conduct usability tests. • The third level is assumed for entry-level workers, students and other people who are interested in HCD.
  • 11. HCD specialist certification system (draft) ① 2012.01.18 HCD specialist certification committee Level Title Target Required competence Criteria Renewal HCD specialist, ・A: Usability engineering ・satisfy 7 or more items ・Required every consultant, B: HCD from category A and/or B, 3 years researcher, Web application/development and 2 or more items from ・30 points or Certified director etc. C: Project management category C. more based on 1st HCD (project manager - (optional) knowledge of ・add point based on the criteria Professional class) related area, technical knowledge of related area communication skills and technical communication skills Usability ・A:Usability engineering ・satisfy 5 or more items ・Required every engineer, skills(evaluation-analysis, from category A 3 years architect, design) ・add point based on ・20 points or Certified software - (optional) knowledge of knowledge of related area more based on 2nd Usability engineer, related area, technical and technical the criteria Specialist designer, etc. communication skills communication skills (scoring rule is (practitioner same as the 1st class) level) entry-level Basic knowledge of HCD Accuracy rate of multiple- Not required workers, choice (4 options) students and questions and fill-in-the- Usability people who are blank questions 3rd proficiency interested in ※Questions are designed Test HCD based on the introductory (beginner level) book from HCD library series
  • 12. HCD specialist certification system (draft) ② Level Title Fee Benefit Relationship Timing with the proficiency test ・exam fee12000 JPY Applicants are ・once a ・registration fee 18000 JPY required to year ・annual membership fee 12000 JPY pass the third ・same time Certified level . as the 1st HCD (No charge for HCD-Net members) Professional second level ・renewal fee 5000 JPY ※exam fee will be half the rate for supporting members ・exam fee 5000 JPY ・Successful applicant Applicants are ・once a ・registration fee 1000 JPY can be eligible to apply required to year ・annual membership fee 3000 JPY for the first level pass the third ・same time specialist after 2 years of level . as the first Certified (No charge for HCD-Net members) practical experience. level 2nd Usability ・renewal fee 5000 JPY ・In the application for Specialist ※exam fee will be half the rate for the first level, they can supporting members re-use the application documents for the second level specialist. ・exam fee 5000 JPY ・twice a ・registration fee - No charge year Usability ・different 3rd proficiency time from the Test first and second level
  • 13. HCD specialist certification system (draft) ③ Level Title Examination method Reviewing method Eligibility Certificate ・document Reviewed by ・Five or more years ・certificate (blue) application certified specialists of practical ・plaque ・3-5 projects are →deliberated in experience ・reissue a assessed judging committee ・project work in a certificate when it Certified HCD 1st graduate school will is renewed. Professional be counted. (writing master thesis is not counted as a practical experience) ・document Reviewed by ・Five or more years ・certificate application certified specialists of practical (green) ・3-5 projects are →deliberated in experience ・reissue a assessed judging committee ・project work in a certificate when it Certified Usability graduate school will is renewed. 2nd Specialist be counted. ※same document format and criteria are (writing master thesis used as the first level is not counted as a specialist. practical experience) Written examination Scoring by external ・certificate (computer-based) by contractors→deliber (orange) external contractors ated by judging committee Usability proficiency 3rd Test ※In major cities throughout Japan
  • 14. Certification Procedure • The first and second level are assessed based on application documents which mainly describe the past record of applicants while the third level will be assessed by a proficiency test. • The application document consists of an application sheet which describes educational and work history, a practical activity sheet which describes past projects that the applicant worked on and her/his competence in the projects, appendices which indicate educational records, published papers, books, creation and output.
  • 15. • This structure was designed based on the JES (Japan Ergonomics Society) Certification Program for Professional Ergonomist, which had been working in practice prior to our system.
  • 16. Competence • Competence, which is the main object of judgment, is divided into 3 categories with detailed subcategories in each competence area. – [Usability Engineering] competence of research, analysis and design – [HCD application and development] competence to apply and drive the HCD process in an organization – [HCD project management] competence to manage an HCD project and to develop an HCD-conscious organization
  • 17. • Knowledge of the (HCD) process, philosophy, methodology, academic knowledge of related area, technical communication skill are also considered as a general competence. These knowledge areas and skills are assessed while to form a part of the total score. • Based on a certain criteria, reviewers judge whether the application documents prove that the applicant's competences were exercised in practice. We have already issued certificates for 222 HCD specialists (the first level) as of 2011 with a large number of practitioners and web creators. We are currently planning to start the second and third level certification within the next year (2013).
  • 18. HCD Competence Map A: Usability Engineering skills B: HCD application and C: HCD Project management K: Knowledge L: Technical development skills skills communication A1: Evaluation- A2: Designing B1: B2: R&D C1: Project C2: K1: Process and K2: Common K3: Related skills analysis Implementation management Organization philosophy knowledge in academic area of HCD process management product/syste/s and method to an ervice organization development 11. Designing 21. Creating 31. applying 41. Developing 51. Designing 61. Managing 71. HCD/UCD 81. User 91. Ergonomics L1. Documenting research requirement HCD process method and project organization interface specification and designing methodology how to introduce HCD to an organization 14. Conducting 22. Information 32. Developing 42. Creating 52. Directing 62. Education 82. Product and 92. Cognitive L2. Interview architecture education proposals of project team technology psychology Communication program of HCD product and (hardware/soft business ware) 13. Conducting 23. Creating 53. Managing 83. Usage 93. Various L3. Presentation observation design and project situation methods of specification survey and proposal assessment 14. Conducting 24. Prototyping 84. Design and 94. Planning usability test development practical survey process 15. Conducting 85. Universal 95. Quantitative inspection design analysis method evaluation 16. Analysis of 86. Quality 96. Qualitative information control analysis method structure 17. Analysis and 87. Software 97. Marketing deliberation engineering 18. Analysis of 88. Technical requirement communication
  • 19. 4. Positive Effects of Certification System • Number of HCD-Net members grown rapidly – Maybe for the reason that the annual certified membership fee (12,000 JPY) is equal to the annual HCD-Net membership fee. – In 2009, most of the applicants were HCD-Net members. – Since 2010, those who weren‟t HCD-Net members became certified members, thus became HCD-Net members. – In the future, renewal fee will support HCD-Net financially.
  • 20. Growth of HCD-Net Members and Certified Professionals 400 350 300 250 200 Member Certified Pro 150 100 50 0 2006 2007 2008 2009 2010 2011
  • 21. Suggestions for UXPA • Certification by UXPA is “world-wide” and is attractive, esp. for those who are conducting international business. • For non-native English applicants (e.g. Japan, Korea, China, Russia, Germany etc.), a certain score level of English (e.g. TOEFL) must be required to ensure the skill of international business.