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RussUnger | @russu|GECapitalAmericas
Things I’ve Learned
from Leading
& Am Still
Learning!
Russ Unger | @russu | GE Capital Americas
UX Designers
Russ Unger | @russu | GE Capital Americas
Source: Money Ball
RussUnger | @russu|GECapitalAmericas
you’ll
EVERY NEW MANAGER, EVER:
Russ Unger | @russu | GE Capital Americas
Where’s
the
Manual?
(Almost)
Russ Unger | @russu | GE Capital Americas
Therearenogrown-ups.We suspect thiswhen weare
younger,butcanconfirmitonlyonce wearetheoneswriting
booksandattendingparent-teacher conferences.
Everyoneiswingingit,some just do it moreconfidently.
“
Pamela Druckerman
Source: NY Times: http://www.nytimes.com/2014/03/01/opinion/sunday/what-you-learn-in-your-40s.html
Russ Unger | @russu | GE Capital Americas
Therearenomanagers.Wesuspect this whenwe are
younger,butcanconfirmitonlyonce wearetheoneswriting
reviews,SOWs,slide decksandattendingleadershipretreats.
Everyoneiswingingit,some just do it moreconfidently.Everyoneiswingingit,some just do it moreconfidently.
Source: NY Times: http://www.nytimes.com/2014/03/01/opinion/sunday/what-you-learn-in-your-40s.html
“
Pamela Druckerman
RussUnger | @russu|GECapitalAmericas
THE TEAM CHARTER
Russ Unger | @russu | GE Capital Americas
What is a Team Charter?
Aunifyingplanthat a team agrees toas its rulesof
engagement andgoalsandobjectives.
“
Russ Unger | @russu | GE Capital Americas
Team Purpose
• Whatdoesthisteamdo?
• Whatarewegoodat?
• Whatshouldwebeknownfor?
The UX team works with our customers to create useful
and usable designs that meets the needs of our users
and serves the business goals and objectives. We
understand our users--their needs, behaviors and
motivations and provide insight into how they use the
products that we design.
OUR UX TEAM
Russ Unger | @russu | GE Capital Americas
Team Commitment to Each Other
• HowDoWeWanttoWork
Together?
• WhatAreOurExpectationsof
EachOther?
The UX team works with our customers to create useful
and usable designs that meets the needs of our users
and serves the business goals and objectives. We
understand our users--their needs, behaviors and
motivations and provide insight into how they use the
products that we design.
We work with each other to share our knowledge and
grow and strengthen the team in all aspects of UX, and
beyond. We acknowledge and respect our peers, their
opinions, and the value of their work and will be critical
of work product, but not the person doing the work.
OUR UX TEAM
Russ Unger | @russu | GE Capital Americas
Focus Areas
• WhataretheTypesof Work
We Do?
• User Research
• Interaction Design
• Information Architecture
• Information Design
• Prototyping
• Usability Testing
WHAT WE DO
Russ Unger | @russu | GE Capital Americas
Areas of Growth / Improvement
• Where DoWeNeedMore
Experience?
• Whatis theRationaleforthe
Need?
• HowWillWeKnowWhen
We’veAchievedtheGrowth?
Experience Mapping
GROWTH AREA RATIONALE ACHIEVED BY
•Gets everyone involved in
identifying touchpoints
•Visually describes what the
user’s journey looks like
•Tell stories and craft
narratives from the user’s
point of view
•Orient teams around a
shared understanding of the
journey
•Expand on scenarios,
personas, and mental models
•Engaging in 1-3 Experience
Mapping activities this year
•Proving value through the
activities by stakeholder
approvals
Russ Unger | @russu | GE Capital Americas
Perception of the Team by Others
• HowDoWeWantOthersto
ViewOurTeam?
• HowDoWeBuildthis
Perception?
• HowDoWeKnowWe’re
There?
Experts About Our
Users
PERCEPTION HOW TO CREATE ACHIEVED BY
•Increase research activities
•Identify opportunities to build
usability testing awareness
and activities
•Including clients in the user-
related activities to show
them our process and
expose them to users more
frequently
•Increase the amount of client
collaboration that includes
user discussions
•Common theme/voice for UX
team
•Colleagues request our
expertise in speaking to
customers
•Colleagues and customers
recommend the UX Team’s
expertise to our colleagues
and customers
Russ Unger | @russu | GE Capital Americas
Signatures
• WeAllAgreetoAllofThis!
AGREED UPON BY
Russ Unger | @russu | GE Capital Americas
OUR UX TEAM
You can count on me. No matter what you do. You can count on
me. No matter where you go. I'm standing by your side. I'll be
right behind. No one loves you more than I do, Put your hand in
mine.
I can see a part of me in you. A little something special that
comes shining through. I hear it in your laughter, And I feel it
when you cry, I will be right there for you, Until the day I die. You
can count on me. No matter what you do. You can count on me.
No matter where you go. You can count on me.
TEAM PURPOSE
COMMITMENTS
TEAM FOCUS
•User Research
•Interaction Design
•Information Architecture
•Information Design
•Prototyping
•Usability Testing
AREAS OF GROWTH
You can count on me. No matter
what you do. You can count on
me. No matter where you go. I'm
standing by your side. I'll be right
behind. No one loves you more
than I do, Put your hand in mine.
PERCEPTION OF TEAM
You can count on me. No matter
what you do. You can count on
me. No matter where you go. I'm
standing by your side. I'll be right
behind. No one loves you more
than I do, Put your hand in mine.
Image Source © Time Inc.
It’s Like a Persona. For Your Team.
Russ Unger | @russu | GE Capital Americas
A Team Charter
• IdentifiesYourTeam’sPurpose
• Defines theTeamCommitmentto EachOther
• ClearlyArticulatesAreasof Focus&Expertise
• AcknowledgesAreasof Growth/Improvement
• Explains HowtheTeamWantsOtherstoPerceiveIt
• Provides UnifiedAgreement
UX
^
RussUnger | @russu|GECapitalAmericas
FACILITATION IS A REQUIRED SKILL
Russ Unger | @russu | GE Capital Americas
Facilitators Do a Lot of Stuff
• What,When,Where,Etc.
Prepareactivity-specificdetails
• Organize theAttendees
Getting the right people,place,time
• Structure&Timing
Planningtheactivity/activities
• Follow-Up
Collecting& distributingoutcomes
Russ Unger | @russu | GE Capital Americas
What’s in a “Why?”
It’sprobablythemostunder-used
questionin allof business
Russ Unger | @russu | GE Capital Americas
Why “Why?” Matters
Russ Unger | @russu | GE Capital Americas
(Some) Types of Facilitation Activities
Russ Unger | @russu | GE Capital Americas
Kickoffs
Russ Unger | @russu | GE Capital Americas
Exploratory
Russ Unger | @russu | GE Capital Americas
Decision-Making
Russ Unger | @russu | GE Capital Americas
Team-Based Activities
Russ Unger | @russu | GE Capital Americas
And So On...
• RequirementsGathering
• Research/Interviews
• UsabilityTesting
• Workshops
• “Regular” Meetings
• EspeciallyCollaboration
Russ Unger | @russu | GE Capital Americas
Facilitators Do EVEN MORE of Stuff
• Define theTeams
• Define theGoal(s)
• Define theTask(s)
• KeeptheTaskonTrack
• KeeptheTaskonTime
• ProvideGuidance
• ProvideFocus
• Avoid Contributing
UnlessRequired;Guides
Through Group
• ProvideaFramework
• FollowAgenda
• AndMuchMore...
Russ Unger | @russu | GE Capital Americas
Facilitators Do EVEN MORE of Stuff
• Define theTeams
• Define theGoal(s)
• Define theTask(s)
• KeeptheTaskonTrack
• KeeptheTaskonTime
• ProvideGuidance
• ProvideFocus
• Avoid Contributing
UnlessRequired;Guides
Through Group
• ProvideaFramework
• FollowAgenda
• AndMuchMore...
RussUnger | @russu|GECapitalAmericas
COLLABORATION
When Working by Yourself Isn’t Enough
Russ Unger | @russu | GE Capital Americas
Let’s
whiteboard this
out...
I’ll schedule a
quick brainstorm...
We’ll plan a
working session...
Can we
sketch out some
ideas together?
Opportunities for Collaboration Abound
Russ Unger | @russu | GE Capital Americas
Collaboration Is Everywhere
Russ Unger | @russu | GE Capital Americas
Collaboration Is Everywhere
Russ Unger | @russu | GE Capital Americas
2010:
We Don’t Show Our Work
(Enough)
Russ Unger | @russu | GE Capital Americas
UIis whatyousee.UXiswhyyousee it.
UXisaprocess.“ Joel Marsh
Russ Unger | @russu | GE Capital Americas
2014:
We Don’t SHARE Our Work
(Enough)
Russ Unger | @russu | GE Capital Americas
Russ Unger | @russu | GE Capital Americas
Russ Unger | @russu | GE Capital Americas
Stop.
Image Source © Time Inc.
Collaborate
& Listen.
RussUnger | @russu|GECapitalAmericas
CRITIQUE
Image Source © Time Inc.
Russ Unger | @russu | GE Capital Americas
New to Critique? Start Here.
Aaron Irizarry & Adam Connor
DiscussingDesign.com
Source: SlideShare: http://www.slideshare.net/adamconnor/discussing-design-the-art-of-critique
Russ Unger | @russu | GE Capital Americas
The Problem
Me
HowdoImakecritiqueapartof our
culture,asaformalizedprocess?
Russ Unger | @russu | GE Capital Americas
Eachoneteachone.
“
Kim Goodwin
Russ Unger | @russu | GE Capital AmericasRuss Unger | @russu | GE Capital Americas
Critique
Buddies
WTF are
?
Russ Unger | @russu | GE Capital Americas
The Setup
L
BBB
L
BBB
M
• Select“Critique Leads”
• ManagerassignsCritiqueLeads
• SelectTeamsof 3-4Buddies
• Manager&LeadsAssign
Russ Unger | @russu | GE Capital Americas
How It Works
• Weekly30minutemeetingswithCritiqueLeads & Buddies
• Ad hoc meetingsasneededandas available
• Canonlyskip1week in a row
• Critiquecanworkboth ways
• Weekly30minuteCritiqueLeads& Manager
• Reviewthecritiques
• Critique&tweaktheprocess
B B B L
B B B L
B B B L
Russ Unger | @russu | GE Capital Americas
Buddy Meetings
• Startsveryinformally
• Getto knoweachother
• Reviewof what’sbeing worked on,etc.
• Driven bytheCritiqueLead
Russ Unger | @russu | GE Capital Americas
Buddy Meetings
• Shifts to (slightly)formal
• Agendas,morestructured
pitch/ presentation
• LedbytheCritiqueBuddy
Russ Unger | @russu | GE Capital Americas
Leader Meetings
• Reports onprogressof theteam
• Creates &updates“CritiqueManual /
Guide” forteam
• ModifiestheCritiqueBuddyprogram
based uponlearning
• Selects nextCritiqueLeads(Quarterly)
Russ Unger | @russu | GE Capital AmericasRuss Unger | @russu | GE Capital Americas
That’s It!
Image Source © Time Inc.
Russ Unger | @russu | GE Capital Americas
Benefits
• Freesyour timeasprimaryreviewerof all design
• Identifiesleadersand leadershipinyourteam
• Uncoversgrowthandtraining /learning needs
• Strengthenscritiqueabilitiesacrosstheteam
• Increasesdistributed teamcommunication&interaction
• Improvesfacilitation& presentationskills
• Improvesdesignacrosstheteam
RussUnger | @russu|GECapitalAmericas
MASTERING TIME
Russ Unger | @russu | GE Capital Americas
Slow. The. F. Down.
Russ Unger | @russu | GE Capital Americas
Work Hard.
Play Hard.
Bull Crap.
Source: http://gsh.tumblr.com/post/60206622542/everyone-plays-harder-i-dont-want-to-play
Russ Unger | @russu | GE Capital Americas
We Don’t Need Another Hero
Russ Unger | @russu | GE Capital AmericasSource: https://signalvnoise.com/posts/3124-give-it-five-minutes
Give It 5 Minutes
Russ Unger | @russu | GE Capital Americas
5 Years
When youfindyourself stressed,ask yourself onequestion:
Willthismatterfiveyears fromnow?
If yes,thendo something aboutthe situation.
If no,then letit go.
“
Catherine Pulsifer
RussUnger | @russu|GECapitalAmericas
SO WHAT?
Russ Unger | @russu | GE Capital Americas
• Team Charter
• Facilitation
• Collaboration
• Critique
• TimeisWorthYourTime
My 5 Key Take Aways
Soft Skills!
• Bonus:Keeponwinging it.Confidently.
Russ Unger | @russu | GE Capital Americas
Source: Money Ball
Russ Unger | @russu | GE Capital Americas
Thank You!

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Things I've Learned (& Am Still Learning) from Leading (UX Designers)

  • 1. RussUnger | @russu|GECapitalAmericas Things I’ve Learned from Leading & Am Still Learning! Russ Unger | @russu | GE Capital Americas UX Designers
  • 2. Russ Unger | @russu | GE Capital Americas Source: Money Ball
  • 3. RussUnger | @russu|GECapitalAmericas you’ll EVERY NEW MANAGER, EVER: Russ Unger | @russu | GE Capital Americas Where’s the Manual? (Almost)
  • 4. Russ Unger | @russu | GE Capital Americas Therearenogrown-ups.We suspect thiswhen weare younger,butcanconfirmitonlyonce wearetheoneswriting booksandattendingparent-teacher conferences. Everyoneiswingingit,some just do it moreconfidently. “ Pamela Druckerman Source: NY Times: http://www.nytimes.com/2014/03/01/opinion/sunday/what-you-learn-in-your-40s.html
  • 5. Russ Unger | @russu | GE Capital Americas Therearenomanagers.Wesuspect this whenwe are younger,butcanconfirmitonlyonce wearetheoneswriting reviews,SOWs,slide decksandattendingleadershipretreats. Everyoneiswingingit,some just do it moreconfidently.Everyoneiswingingit,some just do it moreconfidently. Source: NY Times: http://www.nytimes.com/2014/03/01/opinion/sunday/what-you-learn-in-your-40s.html “ Pamela Druckerman
  • 7. Russ Unger | @russu | GE Capital Americas What is a Team Charter? Aunifyingplanthat a team agrees toas its rulesof engagement andgoalsandobjectives. “
  • 8. Russ Unger | @russu | GE Capital Americas Team Purpose • Whatdoesthisteamdo? • Whatarewegoodat? • Whatshouldwebeknownfor? The UX team works with our customers to create useful and usable designs that meets the needs of our users and serves the business goals and objectives. We understand our users--their needs, behaviors and motivations and provide insight into how they use the products that we design. OUR UX TEAM
  • 9. Russ Unger | @russu | GE Capital Americas Team Commitment to Each Other • HowDoWeWanttoWork Together? • WhatAreOurExpectationsof EachOther? The UX team works with our customers to create useful and usable designs that meets the needs of our users and serves the business goals and objectives. We understand our users--their needs, behaviors and motivations and provide insight into how they use the products that we design. We work with each other to share our knowledge and grow and strengthen the team in all aspects of UX, and beyond. We acknowledge and respect our peers, their opinions, and the value of their work and will be critical of work product, but not the person doing the work. OUR UX TEAM
  • 10. Russ Unger | @russu | GE Capital Americas Focus Areas • WhataretheTypesof Work We Do? • User Research • Interaction Design • Information Architecture • Information Design • Prototyping • Usability Testing WHAT WE DO
  • 11. Russ Unger | @russu | GE Capital Americas Areas of Growth / Improvement • Where DoWeNeedMore Experience? • Whatis theRationaleforthe Need? • HowWillWeKnowWhen We’veAchievedtheGrowth? Experience Mapping GROWTH AREA RATIONALE ACHIEVED BY •Gets everyone involved in identifying touchpoints •Visually describes what the user’s journey looks like •Tell stories and craft narratives from the user’s point of view •Orient teams around a shared understanding of the journey •Expand on scenarios, personas, and mental models •Engaging in 1-3 Experience Mapping activities this year •Proving value through the activities by stakeholder approvals
  • 12. Russ Unger | @russu | GE Capital Americas Perception of the Team by Others • HowDoWeWantOthersto ViewOurTeam? • HowDoWeBuildthis Perception? • HowDoWeKnowWe’re There? Experts About Our Users PERCEPTION HOW TO CREATE ACHIEVED BY •Increase research activities •Identify opportunities to build usability testing awareness and activities •Including clients in the user- related activities to show them our process and expose them to users more frequently •Increase the amount of client collaboration that includes user discussions •Common theme/voice for UX team •Colleagues request our expertise in speaking to customers •Colleagues and customers recommend the UX Team’s expertise to our colleagues and customers
  • 13. Russ Unger | @russu | GE Capital Americas Signatures • WeAllAgreetoAllofThis! AGREED UPON BY
  • 14. Russ Unger | @russu | GE Capital Americas OUR UX TEAM You can count on me. No matter what you do. You can count on me. No matter where you go. I'm standing by your side. I'll be right behind. No one loves you more than I do, Put your hand in mine. I can see a part of me in you. A little something special that comes shining through. I hear it in your laughter, And I feel it when you cry, I will be right there for you, Until the day I die. You can count on me. No matter what you do. You can count on me. No matter where you go. You can count on me. TEAM PURPOSE COMMITMENTS TEAM FOCUS •User Research •Interaction Design •Information Architecture •Information Design •Prototyping •Usability Testing AREAS OF GROWTH You can count on me. No matter what you do. You can count on me. No matter where you go. I'm standing by your side. I'll be right behind. No one loves you more than I do, Put your hand in mine. PERCEPTION OF TEAM You can count on me. No matter what you do. You can count on me. No matter where you go. I'm standing by your side. I'll be right behind. No one loves you more than I do, Put your hand in mine. Image Source © Time Inc. It’s Like a Persona. For Your Team.
  • 15. Russ Unger | @russu | GE Capital Americas A Team Charter • IdentifiesYourTeam’sPurpose • Defines theTeamCommitmentto EachOther • ClearlyArticulatesAreasof Focus&Expertise • AcknowledgesAreasof Growth/Improvement • Explains HowtheTeamWantsOtherstoPerceiveIt • Provides UnifiedAgreement UX ^
  • 17. Russ Unger | @russu | GE Capital Americas Facilitators Do a Lot of Stuff • What,When,Where,Etc. Prepareactivity-specificdetails • Organize theAttendees Getting the right people,place,time • Structure&Timing Planningtheactivity/activities • Follow-Up Collecting& distributingoutcomes
  • 18. Russ Unger | @russu | GE Capital Americas What’s in a “Why?” It’sprobablythemostunder-used questionin allof business
  • 19. Russ Unger | @russu | GE Capital Americas Why “Why?” Matters
  • 20. Russ Unger | @russu | GE Capital Americas (Some) Types of Facilitation Activities
  • 21. Russ Unger | @russu | GE Capital Americas Kickoffs
  • 22. Russ Unger | @russu | GE Capital Americas Exploratory
  • 23. Russ Unger | @russu | GE Capital Americas Decision-Making
  • 24. Russ Unger | @russu | GE Capital Americas Team-Based Activities
  • 25. Russ Unger | @russu | GE Capital Americas And So On... • RequirementsGathering • Research/Interviews • UsabilityTesting • Workshops • “Regular” Meetings • EspeciallyCollaboration
  • 26. Russ Unger | @russu | GE Capital Americas Facilitators Do EVEN MORE of Stuff • Define theTeams • Define theGoal(s) • Define theTask(s) • KeeptheTaskonTrack • KeeptheTaskonTime • ProvideGuidance • ProvideFocus • Avoid Contributing UnlessRequired;Guides Through Group • ProvideaFramework • FollowAgenda • AndMuchMore...
  • 27. Russ Unger | @russu | GE Capital Americas Facilitators Do EVEN MORE of Stuff • Define theTeams • Define theGoal(s) • Define theTask(s) • KeeptheTaskonTrack • KeeptheTaskonTime • ProvideGuidance • ProvideFocus • Avoid Contributing UnlessRequired;Guides Through Group • ProvideaFramework • FollowAgenda • AndMuchMore...
  • 28. RussUnger | @russu|GECapitalAmericas COLLABORATION When Working by Yourself Isn’t Enough
  • 29. Russ Unger | @russu | GE Capital Americas Let’s whiteboard this out... I’ll schedule a quick brainstorm... We’ll plan a working session... Can we sketch out some ideas together? Opportunities for Collaboration Abound
  • 30. Russ Unger | @russu | GE Capital Americas Collaboration Is Everywhere
  • 31. Russ Unger | @russu | GE Capital Americas Collaboration Is Everywhere
  • 32. Russ Unger | @russu | GE Capital Americas 2010: We Don’t Show Our Work (Enough)
  • 33. Russ Unger | @russu | GE Capital Americas UIis whatyousee.UXiswhyyousee it. UXisaprocess.“ Joel Marsh
  • 34. Russ Unger | @russu | GE Capital Americas 2014: We Don’t SHARE Our Work (Enough)
  • 35. Russ Unger | @russu | GE Capital Americas
  • 36. Russ Unger | @russu | GE Capital Americas
  • 37. Russ Unger | @russu | GE Capital Americas Stop. Image Source © Time Inc. Collaborate & Listen.
  • 39. Russ Unger | @russu | GE Capital Americas New to Critique? Start Here. Aaron Irizarry & Adam Connor DiscussingDesign.com Source: SlideShare: http://www.slideshare.net/adamconnor/discussing-design-the-art-of-critique
  • 40. Russ Unger | @russu | GE Capital Americas The Problem Me HowdoImakecritiqueapartof our culture,asaformalizedprocess?
  • 41. Russ Unger | @russu | GE Capital Americas Eachoneteachone. “ Kim Goodwin
  • 42. Russ Unger | @russu | GE Capital AmericasRuss Unger | @russu | GE Capital Americas Critique Buddies WTF are ?
  • 43. Russ Unger | @russu | GE Capital Americas The Setup L BBB L BBB M • Select“Critique Leads” • ManagerassignsCritiqueLeads • SelectTeamsof 3-4Buddies • Manager&LeadsAssign
  • 44. Russ Unger | @russu | GE Capital Americas How It Works • Weekly30minutemeetingswithCritiqueLeads & Buddies • Ad hoc meetingsasneededandas available • Canonlyskip1week in a row • Critiquecanworkboth ways • Weekly30minuteCritiqueLeads& Manager • Reviewthecritiques • Critique&tweaktheprocess B B B L B B B L B B B L
  • 45. Russ Unger | @russu | GE Capital Americas Buddy Meetings • Startsveryinformally • Getto knoweachother • Reviewof what’sbeing worked on,etc. • Driven bytheCritiqueLead
  • 46. Russ Unger | @russu | GE Capital Americas Buddy Meetings • Shifts to (slightly)formal • Agendas,morestructured pitch/ presentation • LedbytheCritiqueBuddy
  • 47. Russ Unger | @russu | GE Capital Americas Leader Meetings • Reports onprogressof theteam • Creates &updates“CritiqueManual / Guide” forteam • ModifiestheCritiqueBuddyprogram based uponlearning • Selects nextCritiqueLeads(Quarterly)
  • 48. Russ Unger | @russu | GE Capital AmericasRuss Unger | @russu | GE Capital Americas That’s It! Image Source © Time Inc.
  • 49. Russ Unger | @russu | GE Capital Americas Benefits • Freesyour timeasprimaryreviewerof all design • Identifiesleadersand leadershipinyourteam • Uncoversgrowthandtraining /learning needs • Strengthenscritiqueabilitiesacrosstheteam • Increasesdistributed teamcommunication&interaction • Improvesfacilitation& presentationskills • Improvesdesignacrosstheteam
  • 51. Russ Unger | @russu | GE Capital Americas Slow. The. F. Down.
  • 52. Russ Unger | @russu | GE Capital Americas Work Hard. Play Hard. Bull Crap. Source: http://gsh.tumblr.com/post/60206622542/everyone-plays-harder-i-dont-want-to-play
  • 53. Russ Unger | @russu | GE Capital Americas We Don’t Need Another Hero
  • 54. Russ Unger | @russu | GE Capital AmericasSource: https://signalvnoise.com/posts/3124-give-it-five-minutes Give It 5 Minutes
  • 55. Russ Unger | @russu | GE Capital Americas 5 Years When youfindyourself stressed,ask yourself onequestion: Willthismatterfiveyears fromnow? If yes,thendo something aboutthe situation. If no,then letit go. “ Catherine Pulsifer
  • 57. Russ Unger | @russu | GE Capital Americas • Team Charter • Facilitation • Collaboration • Critique • TimeisWorthYourTime My 5 Key Take Aways Soft Skills! • Bonus:Keeponwinging it.Confidently.
  • 58. Russ Unger | @russu | GE Capital Americas Source: Money Ball
  • 59. Russ Unger | @russu | GE Capital Americas Thank You!