UX scoping & planning
UX SCOPING & PLANNING
Process: A process for having a correct scoped
project relies on the input and the understanding (insights) about what
the challenge is and how the problem can be solved. Big data can be
used, but what we can relate and connect to, is the human/person. We
are part of the co-creation, shaping each other’s experiences and
supporting each other evolve. When having conversations based
upon change management project, or a project regarding several parties,
or a journey, a transition from different states (A-B), a common
language and a common ground can be helpful in order to touch base. It
helps define and zero in the problem, what you want to solve, the
product you want to sell or the conversation you would like to engage or
ignite. As a helping hand, there are initial points, which can help us
align the expectations and obtain the common, collective goal.The point below is merely an illustration of the tasks/jobstobedone, or more outcome based results, when you “want a website, which does XXX for the users, who wants to XXXX..”.Problem/challenge:Is the problem well stated? If the problem is only vaguely described, there a risk of ending up with a half-solved solution.DESIRABLE (wanted and enjoyable)USEABLE (understandable)USEFUL (needed)Think beyond the product:What is the feeling/the empowerment you want to enable at the end-user? Functionality: Are there any requirements regarding functionality or integrations?Existing back-end, maintenance, front end, integrations with CRM/Salesforce etc.Criterias: What the criteria of succes? Are they are Key success factors or KPIs, SMART goals? When is the project considered “done”? How do you measure it?Scalability: is the solution scalable? Is it built to handle peak moments? (black friday, concerts etc.)Does it have a work overhead? is it scalable to life events?Design and architecture: Is there a sitemap, flow diagram, with designated task/functions?User journeys and KPIs/conversions?Code:– can it be scaled and build upon?is it clean code with a minimum lines of code? Does it align with global standards such as W3C, accessibility (fx.: public domains), GDPR, e- privacy?Maintenance: Who is in the charge of maintaining the site? cloud, hardware, handles security/hacking, updating the site (plugins and content)? Empathy / problem/challenge TASK DELIVERABLES
Understand the problem
Idea/form/layout
Align expectations
Plan and methods
Correct scoping
Financial frame
Concept / brief
Facts and analysis
Insights and facts
POC
Overall concept/strategy
KPI/KSF /OKR/KEIs
Overall estimate
UX & Design
User experiences + journeys + flows
Prototype + specs
Visuals/colour/type
Visual identity
User test/feedback
Detail estimates Development
frontend- & backend /development
Production and deadline
Live launch/beta
automation
Demo
Documentation
Quality and finish
Acceptance/approval
Support
Accessibility
Maintenance
Optimization
The data in the research resulted in findings of how, why and when in the
process the platform could have a measurable result and provided me with a focused plan to fulfil the requirements for the next phase of development.
Define:The development was a collective team effort, where each of us provided valuable input .
The scoping of what tasks and actions should be taken in proper orderhelped using the limited resources best as possible. The more clear thej ob was defined, the higher probability of completion.
On basis of my experiences of marketing, I applied audience mapping and cost/benefit analysis as persona templates for the different user groups, and what properties the challenges/events should contain in order harvest the aggregated data for further exploration and conversions.
My deliverables were manifold, testing different formats and outputs in order to have the best possible platform for solidifying the concept, levelling up the sales activities, onboarding of users in the different persona groups.