Are you trying to explain a technical concept to a non-technical team? Maybe you’re teaching design concepts to a demanding or distracted business unit. Or perhaps you’re pushing a picky executive to incorporate more user experience initiatives. This talk will give you ten takeaways you can use in meetings and presentations in order to be a more effective advocate and leader in your team, regardless of your role.
8. • Writing really long detailed emails
• Blaming users / coworkers / clients
• Monologues in meetings received with silence
• Predominant feeling that “more complicated is good”
• “We need all this stuff!”
• Feeling lost in a wilderness of choices
Symptoms
11. I’ve Got The Power!
Or Do I?
• Changing a
Complicated Thing
• Add, change, remove
functionality
• Control over the way
the thing is
developed / built
• Explaining a
Complicated Thing
• Talking about a
complex technical
topic to non-technical
users
• May not be able to
add, change, remove
functionality
21. So Why Is This Difficult?
• Lots of reasons! Some may be:
• Life tends towards complexity (Entropy?)
• Familiarity with complexity / Cognitive load
• Personal ego
• Unclear goals
22. Get the Starting Point
Correct
Figure It Out For
Yourself
Teach Others
Change What You Can
24. Marcus Geldud, The Folding Chair Theater Company:
“Most people don't pair down to a single goal. !
They have multiple goals all alive at once,
some of which are in conflict with each other: !
“I want to direct a really simple production of 'Romeo
and Juliet,'
but I also don't want to bore people,
and I want the show to make money,
and I want it to get good reviews,
and I want people to think I did a really good job…””
25. The Folding Chair Classical Theater Company
Tip 2: Have a simple, single goal
26. It’s not just about having the goal… !
it’s about communicating the goal
understandinggroup.com
27. Tip 2: Have a simple, single goal that can be readily
shared and articulated
berkley.edu
28. Shared, Articulated Goal
• State the goal at the beginning of the meeting
• State the goal at the beginning of the document
• Include the goal in working notes
• Or in emails
29. Jared Spool: Short Form
Creative Brief
• What are we working on today?
• Project Objectives
• Key Personas
• Key Scenarios
• Key Principles
https://articles.uie.com/short_form_creative_brief/
30. Jared Spool: Short Form
Creative Brief
Read aloud at the beginning of every meeting!!
• Make sure everyone is working on the same project
• Goals are still relevant
• Establish shared understanding as team members roll on /
off the project
• Allows team to focus on the important stuff
• Reinforces the function of goals - as a tool for decision-
making
https://articles.uie.com/short_form_creative_brief/
31. Marcus Geldud, The Folding Chair Theater Company:
“Most people don't pair down to a single goal. !
They have multiple goals all alive at once,
some of which are in conflict with each other: !
“I want to direct a really simple production of 'Romeo
and Juliet,'
but I also don't want to bore people,
and I want the show to make money,
and I want it to get good reviews,
and I want people to think I did a really good job…””
32. Tip 3: Watch out for the ego trap
pestrevenge.com
33. Task goals vs. ego goals in athletics
womenssportsmedicine.com
34. Ego Goals
• I want to win
• Beat the other guy
• Be the best
• Show I am great
Sport Information Resource Center
Task Goals
• Improve my skills
• Get better from day to
day
• Learn
• Accomplish a goal
• Work hard
35. High Ego
Orientation
Athletes
• Are overly focused on
end results
• Fragility
• Burnout risk
• Report higher levels of
anxiety and negative
coping behaviors
Schoolsites: Chris Harwood
High Task
Orientation
Athletes
• Show consistency
• Greater long term
participation
• Perception of ability tied to
improvement
• Report enjoyment,
satisfaction, intrinsic
interest, and flow at higher
rates than EO athletes
36. So How Does This Help?
• Are your ego-oriented goals making things
complicated?
• Getting in the way of your task-oriented goals?
• Getting in the way of your flow?
37. • fully immersed
• energized focus
• full involvement
• enjoyment in the
process
42. Just think: The challenges of the
disengaged mind
“People seem to find any excuse they can to keep
busy,” Professor Timothy Wilson, University of
Virginia
• Majority of participants “found it unpleasant to be
alone in a room with their thoughts”
• For just 6 to 15 minutes!
• When left alone to think 64% of men and 15% of
women began self-administering electric shocks
43. Time To Think
• Don’t be afraid to think!
• Faster doesn’t always equal better!
• Block out a window in your calendar for “Work”
• Recognize if you’re trapped in the Speed Trap
• Do you need to do less?
44. Time To Think
“When I am slow and
reflective, thinking about
myself, who I am and
where I am, I see that I
need more than one speed.
It’s a whole different way of
thinking about success. I
need slow in order to think,
in order to protect my
judgement.”
- ‘Michael’
45. Tip 5: Think about the material on more than one level
blog.daycos.com
46. Levels
• 10,000 foot view
• High level overview, “Big Picture”
• Strategy, high-concepts
• “Stuff in the middle”
• Detailed view
• Absolutely everything you need to know
• Possibly so much detail it becomes difficult to find your way
around
47. Levels
• Micro
• Person, Citizen, Couple, Family, Household
• Meso
• Clan, Tribe, Community, City, Organization, State
• Macro
• Nation, Society, Civilization, International
50. Stuck in the Meso with You
!
• Sits between the high level view and the detailed view
• Connects them
• Possibly explains them both in a meaningful way
• Or shows the relationship between them
• Producing this level of artifact forces you to look at the material
differently
• Patterns will emerge
51. Stuck in the Meso with You
• Medium-Level Flow charts
• Table of Contents
• Or any kinds of tables, really
• Summaries
• Outlines
• Visualizations
• Architecture Diagrams?
• Annotated Pictures
52. cea-ace.ca
Tip 5: Think about the material on more than one level
and the “meso” stuff might be the most important
55. You have to SEE it
• Write it
• Draw it
• Diagram it
• Use colors
• Make it
• Map it
56. Tip 6: Get it out of your mind in a different way
I usually…!
• Write it
• Draw it
• Diagram it
• Use colors
• Make it
• Map it
So switch to…!
• Draw it
• Write it
• Make it
• Use black and white
• Diagram it
• Talk about it
57. • Change the part of the
brain you’re using
• Get yourself out of old
habits
• See the problem more
clearly
• Different relationships
may become apparent
• Shake it up: Change the
focus to different aspects
of the problem
Drawing on the Right Side of the Brain
68. Feature Creep
• User research!
• Is the feature used? If not, why?
• Consider the cost to maintain it
• Does the feature hurt the UX?
• Does the feature fit with the product strategy?
69. Feature Creep
• How to remove?
• Inform your users
• Provide alternate methods
• Avoid adding it in the first place
73. Take Things Out And
Reorganize
• Focus on your goals
• User research!
• A/B testing
• IAs or Card Sorts
• Create a new model for a subset of users
• Migrate your user base gradually
74. “You can’t have everything…
Where would you put it?”
- Steven Wright
75. Get the Starting Point
Correct
Figure It Out For
Yourself
Teach Others
Change What You Can
77. The Role of Explanation in Discovery and Generalization:
Evidence From Category Learning
Joseph J. Williams, Tania Lombrozo
Department of Psychology, University of California, Berkeley
78. The Role of Explanation in Discovery and Generalization:
Evidence From Category Learning
Joseph J. Williams, Tania Lombrozo
Department of Psychology, University of California, Berkeley
• Satisfactory explanations involve generalizations
and/or underlying principles
• Explaining something to someone causes us to
find those “satisfying patterns.”
• Describing something is more beneficial for
learning item details
• Explaining anomalous observations helps us
revise our beliefs
79. Tip 10: She Who Plans The Meeting Wins The Meeting
80. “Winging It” Is For The Birds
• Things distributed ahead of time!
• Agenda
• Materials
• Think about what you will say
• Establish a basic meeting etiquette
• Minimize interruptions and “talk-over”
• Take notes: distribute them afterwards
84. Get the Starting Point
Correct
Figure It Out For
Yourself
Teach Others
Change What You Can
85. Get the Starting Point Correct
Have clear goals
Avoid ego orientation
Figure It Out For Yourself
Give yourself time
Work at different levels
Don’t forget the middle
Get it out of your head
Change modalities
Watch your words
Teach Others
Teach someone else first
Plan your meeting
Execute!
Change What You Can
Delete
Modularize
Organize
86. “Our life is frittered away
by detail. Simplify,
simplify.” -Thoreau