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UX Coaching for organisational transformation Jodine Stodart Twitter @jUXposition

Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

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Page 1: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

UX Coaching for organisational transformation

Jodine Stodart Twitter @jUXposition

Page 2: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

UX COACHING OUTCOMES

Transformative for both end USERS and the

TEAMS being coached

Page 3: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Digital Arts Networkis the TBWA Group’s global digital capability.

23 full-service offices, with over 1000 digital specialists.

12 Digital Arts Labs, centres of excellence for key capabilities.

Page 4: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Specialist Labs

Auckland hosts the Digital Arts Lab for User Experience Design.

UXDESIGN

Page 5: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Brand Development

Above the LineAdvertising

PublicRelations

Experience Strategy

Experience Design

Experience Optimisation

Digital Marketing

Direct

Content

Social

TBWA Digital Arts

Page 6: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

XS Experience StrategyRoadmaps for connected multi-channel experiences

Page 7: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Case Studies

What made it successful?

Page 8: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Case Studies

“The process has been life changing.”

“They brought the business together around a whole new way of working.”

“It’s changing the way that people work.”

Page 9: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

The coaching projects have the following characteristics in common: •  External consultant going inside /

onsite at an organisation •  Working alongside a dedicated

digital team in house •  For 6 – 12 weeks

Case Studies

Page 10: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Orientating Demonstrating Facilitating Supporting

Key stages

Page 11: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

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ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

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ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 12: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Pre-conditions for Success

Page 13: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Pre-conditions for Success

There is an existing team dedicated to a channels success

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Page 14: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

The team have been experiencing discomfort for some time now

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Pre-conditions for Success

Page 15: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

There is a customer centric ethos evident in important strategic documents

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Pre-conditions for Success

Page 16: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

The business recognises the need for change

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Pre-conditions for Success

Page 17: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Coaching is effective when a customers poor

experience is felt all the

way at the top

Page 18: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Touchpoint

Organisation

Customers

Page 19: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

The pain of change is less than

the pain of staying the

same…

Page 20: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Orientating Demonstrating Facilitating Supporting

Key stages

Page 21: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Orientation

What type of work the team is engaged in?

Has the organisation allocated the right people?

What kind of culture or environment is the team working in?

Page 22: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

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ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 23: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Get them out of their day to day

People are resourced to coaching – ideally at least 50% of their time.

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Create space for team members to get away from their daily workload.

Support to re-prioritise workload so they can focus on learning.

Page 24: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Change their physical space

Set up a whole new dedicated project room.

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Move their workspace offsite.

Put up new artefacts / work in progress on the walls.

Page 25: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Build trust

You have acknowledged their workload.

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You have helped them acquire time and space to think and learn.

You have created a space for the new to enter.

Page 26: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

If the team are not available…

You will have very limited success.

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The team will not have the headspace to adopt new methods.

‘New’ things are more likely to be rejected.

Page 27: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

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to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Listen

Page 28: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Get to know the team

Listen to what they are saying.

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Spend time formally interviewing each team member.

Spend time informally over coffees, lunch, discussions.

Page 29: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Feel their pain

Empathise and take note of pain points.

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Validate their experiences.

Include their issues as outcomes.

Page 30: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Orientating Demonstrating Facilitating Supporting

Key stages

Page 31: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Evidence

Page 32: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Show them how UX practice or good UX process can help

Demonstrate the value of UX.

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If they know the value, then demonstrate the how.

Page 33: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Exposure

Page 34: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

If they are not already, get them talking to their users / customers

Role play activities

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Demonstrate during real sessions

Observe them doing it themselves

Page 35: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

8/10/16

The value of talking to users should become clear as they do it.

Page 36: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

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to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Control

Page 37: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

The team feel a little more armed with insights and methods to inform their decisions or their stakeholders decisions

Ensure they regroup and debrief with each other

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Capture their thoughts on testing with users

Page 38: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Orientating Demonstrating Facilitating Supporting

Key stages

Page 39: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 40: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Ensure the team has ownership over all the tools and artifacts of research

E.g. Survey results, test scripts, personas need to be created and maintained by the team

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Engages the team further into the practice of UX.

Enables the team to keep going after your gone.

Page 41: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Important they feel the sense of achievement through participating directly.

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Page 42: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 43: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Part of engagement and ownership is direct participation and team collaboration

Be collaborative in your work with the team

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Work through exercises together

Do qualitative data analysis together as a group

Page 44: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Collaborate

Get the whole team involved in analysis

Page 45: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 46: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Bring everyone along the journey as far as possible.

Some people will be skeptical or resistant.

8/10/16 Commercial in confidence 46

Give them time to see some of the benefits of UX practice in project.

Page 47: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Orientating Demonstrating Facilitating Supporting

Key stages

Page 48: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 49: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Ease off the support slowly

Ideally they are already taking the initiative to do things on their own.

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If not, create circumstances where they can give it a go alone.

Page 50: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Comfort Zone

Too far out too soon = high stress!

Page 51: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

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to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 52: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Make it ok to fail and learn

Important there is a high tolerance for things going wrong / not according to plan

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Important there is a practice for capturing the learnings – in daily or weekly retrospectives

Encourage an atmosphere of continuous learning and beginners mindset

Page 53: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

JL

C

JJ J

G LJ F G

JOut of day

to day

ListenEvidence

Exposure

Control Ownership

Collaborate Everyone

Failure

Success

Go it alone

Current state

LO

SU

PPO

RT

H

ILO

C

ON

FID

ENC

E

HI

Coaching Level of Support

Team Experience

Orientating Demonstrating Facilitating Supporting

Page 54: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

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54

Post-it Fatigue

Page 55: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Key Principles

Page 56: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

Key Principles

Ensure you have the right conditions to start with

Listen and act on their pain / problems if possible

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Demonstrate the value and methods of UX

Give them ownership of process and artefacts

Slowly ease off support

Be mindful of peoples comfort zones

Page 57: Lightning Talk #6: UX Coaching for Organisational Transformation by Jodine Stodart

UX COACHINGOUTCOMES

Transformative for both end USERS and the

TEAMS being coached