Maps & Markers: Crafting a strategy to transform your design team - UX Cambridge 2018
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The document outlines a strategy for transforming a design team at PlanGrid. It identifies diagnoses for the organization, team, and individuals. For the organization, the diagnosis is that no one "gets" design or includes it in decisions. For the team, the diagnosis is a lack of clear processes and needed skills. For individuals, the diagnosis is spending too much time on low-value work. It proposes guiding principles and tactics to address the diagnoses, such as raising awareness in the organization, staffing the team for influence, and helping individuals clarify priorities. The overall goal is to craft frictionless experiences that transform construction teams.
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Maps & Markers: Crafting a strategy to transform your design team - UX Cambridge 2018
- 1. alissabriggs.com @alissadesigns @plangrid Maps & Markers CRAFTING A STRATEGY TO TRANSFORM YOUR DESIGN TEAM
- 4. 2016
- 6. 2018
- 11. Vision
- 12. Vision Workshop
- 13. See Hear Feel
- 15. PlanGrid Design Team Vision We craft frictionless, high quality experiences that transform how construction teams build. • PlanGrid is a customer-centric organization • We are high-performing team • We balance professional growth with living our best lives
- 16. Strategy
- 17. A carefully researched and well designed action plan designed to meet a challenge. Good strategy is… – Richard Rumelt
- 20. VisionToday
- 24. Diagnosis Guiding principles Tactics Vision Strategy
- 25. Diagnosis Guiding principles Tactics Vision Strategy
- 27. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual
- 28. PlanGrid Design Team Vision We craft frictionless, high quality experiences that transform how construction teams build. • PlanGrid is a customer-centric organization • We are high-performing team • We balance professional growth with living our best lives
- 29. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual PlanGrid is a customer- centric organization We are a high- performing team We balance professional growth with living our best lives
- 30. Organization 01
- 31. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual PlanGrid is a customer- centric organization No one “gets” design or makes decisions around it Raise awareness Find champions Build allies Pairing x-function, User exposure, new hire training Exec hallway conversations, Exec presentations Coffee walks, small favors
- 32. Does the organization understand our value and include us in major decisions and initiatives? ORGANIZATION : DIAGNOSIS
- 33. Raise awareness Find champions Build allies ORGANIZATION : GUIDING PRINCIPLES
- 34. RAISE AWARENESS
- 35. RAISE AWARENESS
- 36. RAISE AWARENESS
- 37. FIND CHAMPIONS
- 38. FIND CHAMPIONS
- 39. BUILD ALLIES
- 40. BUILD ALLIES
- 41. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual PlanGrid is a customer- centric organization No one “gets” design or makes decisions around it Raise awareness Find champions Build allies Pairing x-function, User exposure, new hire training Exec hallway conversations, Exec presentations Coffee walks, small favors
- 42. Team 02
- 43. Does our team have the structure, processes, and skills to deliver great user experiences? TEAM : DIAGNOSIS
- 44. Staff for influence Grow team skills Clarify processes TEAM : GUIDING PRINCIPLES
- 45. From Org Design for Design Orgs, by Skinner & Merholz STAFF FOR INFLUENCE
- 47. UX Visual Design Writing Research Quality Communication Storytelling Design Process Technical Fluency Business Value Craft Influence GROW TEAM SKILLS
- 48. GROW TEAM SKILLS
- 49. GROW TEAM SKILLS
- 50. GROW TEAM SKILLS
- 53. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual We are a high performing team Team has no clear process or structure, and lacks key skills Staffing Grow skills Clarify processes Trifecta staffing model Job ladders, coaching, hiring new people Design process diagram, design system + council
- 54. Individual 03
- 55. Does each person spend the majority of their time on top priorities and delegate/defer other work? INDIVIDUAL : DIAGNOSIS
- 56. Clarify priorities Set boundaries Make time INDIVIDUAL : GUIDING PRINCIPLES
- 57. Design Team Q3 OKRs Increase customer connection Ship high quality experiences faster Scale impact of design team within R&D Set the flag for the future of construction CLARIFY PRIORITIES
- 58. Personal Q3 OKRs Working team goal Design team goal Personal growth goal CLARIFY PRIORITIES
- 60. SET BOUNDARIES
- 61. MAKE TIME
- 62. MAKE TIME
- 63. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual We balance professional growth with living our best lives We spend our time on too many low value items Clarify priorities Set boundaries Make time Team & personal OKRs Calendar audit, design schedules Design studio time, new hire projects
- 64. Diagnosis Guiding principles Tactics Vision OrganizationTeamIndividual We balance professional growth with living our best lives We spend our time on too many low value items Clarify priorities Set boundaries Make time Team & personal OKRs Calendar audit, design schedules Design studio time, new hire projects We are a high performing team Team has no clear process or structure, and lacks key skills Staffing Grow skills Clarify processes Trifecta staffing model Job ladders, coaching, hiring new people Design process diagram, design system + council PlanGrid is a customer- centric organization No one “gets” design or makes decisions around it Raise awareness Find champions Build allies Pairing x-function, User exposure, new hire training Exec hallway conversations, Exec presentations Coffee walks, small favors
- 66. Thank you alissabriggs.com @alissadesigns @plangrid Resources at alissabriggs.com/uxc2018
- 67. Credits Thanks to… PlanGrid Design team for examples, feedback, & being awesome Jesse Dodds for PlanGrid & construction photos