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UX Coaching for organisational transformation
Jodine Stodart Twitter @jUXposition
UX COACHING OUTCOMES
Transformative for both end USERS and the
TEAMS being coached
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.
Specialist Labs
Auckland hosts the Digital Arts Lab for User Experience Design.
UXDESIGN
Brand Development
Above the LineAdvertising
PublicRelations
Experience Strategy
Experience Design
Experience Optimisation
Digital Marketing
Direct
Content
Social
TBWA Digital Arts
XS Experience StrategyRoadmaps for connected multi-channel experiences
Case Studies
What made it successful?
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.”
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
Orientating Demonstrating Facilitating Supporting
Key stages
JL
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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
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HI
Coaching Level of Support
Team Experience
Orientating Demonstrating Facilitating Supporting
Pre-conditions for Success
Pre-conditions for Success
There is an existing team dedicated to a channels success
8/10/16 Commercial in confidence 13
The team have been experiencing discomfort for some time now
8/10/16 Commercial in confidence 14
Pre-conditions for Success
There is a customer centric ethos evident in important strategic documents
8/10/16 Commercial in confidence 15
Pre-conditions for Success
The business recognises the need for change
8/10/16 Commercial in confidence 16
Pre-conditions for Success
Coaching is effective when a customers poor
experience is felt all the
way at the top
Touchpoint
Organisation
Customers
The pain of change is less than
the pain of staying the
same…
Orientating Demonstrating Facilitating Supporting
Key stages
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?
JL
C
JJ J
G LJ F G
JOut of day
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
Get them out of their day to day
People are resourced to coaching – ideally at least 50% of their time.
8/10/16 Commercial in confidence 23
Create space for team members to get away from their daily workload.
Support to re-prioritise workload so they can focus on learning.
Change their physical space
Set up a whole new dedicated project room.
8/10/16 Commercial in confidence 24
Move their workspace offsite.
Put up new artefacts / work in progress on the walls.
Build trust
You have acknowledged their workload.
8/10/16 Commercial in confidence 25
You have helped them acquire time and space to think and learn.
You have created a space for the new to enter.
If the team are not available…
You will have very limited success.
8/10/16 Commercial in confidence 26
The team will not have the headspace to adopt new methods.
‘New’ things are more likely to be rejected.
JL
C
JJ J
G LJ F G
JOut of day
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
Get to know the team
Listen to what they are saying.
8/10/16 Commercial in confidence 28
Spend time formally interviewing each team member.
Spend time informally over coffees, lunch, discussions.
Feel their pain
Empathise and take note of pain points.
8/10/16 Commercial in confidence 29
Validate their experiences.
Include their issues as outcomes.
Orientating Demonstrating Facilitating Supporting
Key stages
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
Show them how UX practice or good UX process can help
Demonstrate the value of UX.
8/10/16 Commercial in confidence 32
If they know the value, then demonstrate the how.
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
If they are not already, get them talking to their users / customers
Role play activities
8/10/16 Commercial in confidence 34
Demonstrate during real sessions
Observe them doing it themselves
8/10/16
The value of talking to users should become clear as they do it.
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
Control
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
8/10/16 Commercial in confidence 37
Capture their thoughts on testing with users
Orientating Demonstrating Facilitating Supporting
Key stages
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
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
8/10/16 Commercial in confidence 40
Engages the team further into the practice of UX.
Enables the team to keep going after your gone.
Important they feel the sense of achievement through participating directly.
8/10/16 Commercial in confidence 41
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
Part of engagement and ownership is direct participation and team collaboration
Be collaborative in your work with the team
8/10/16 Commercial in confidence 43
Work through exercises together
Do qualitative data analysis together as a group
Collaborate
Get the whole team involved in analysis
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
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.
Orientating Demonstrating Facilitating Supporting
Key stages
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
Ease off the support slowly
Ideally they are already taking the initiative to do things on their own.
8/10/16 Commercial in confidence 49
If not, create circumstances where they can give it a go alone.
Comfort Zone
Too far out too soon = high stress!
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
Make it ok to fail and learn
Important there is a high tolerance for things going wrong / not according to plan
8/10/16 Commercial in confidence 52
Important there is a practice for capturing the learnings – in daily or weekly retrospectives
Encourage an atmosphere of continuous learning and beginners mindset
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
8/10/16 Commercial in confidence
54
Post-it Fatigue
Key Principles
Key Principles
Ensure you have the right conditions to start with
Listen and act on their pain / problems if possible
8/10/16 Commercial in confidence 56
Demonstrate the value and methods of UX
Give them ownership of process and artefacts
Slowly ease off support
Be mindful of peoples comfort zones
UX COACHINGOUTCOMES
Transformative for both end USERS and the
TEAMS being coached