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KRISTIN SKINNER

orgdesignfordesignorgs.com

@bettay

#designops
ORG DESIGN FOR DESIGN ORGS
2013-2014
Lost in first round of playoffs
2014-2015
NBA Champions
TO DELIVER GREAT EXPERIENCES . . .
TO DELIVER GREAT EXPERIENCES . . .
I just need to get the design right
TO DELIVER GREAT EXPERIENCES . . .
I just need to get the design right
strategy
TO DELIVER GREAT EXPERIENCES . . .
I just need to get the design right
organization
strategy
ORG DESIGN

FOR 

DESIGN ORGS
BUILDING AND MANAGING
IN-HOUSE DESIGN TEAMS
Drawn from experience running a design firm, going in-
house
Concern that these big investments are not going to
pay off, at least not to nearly their potential
At issue is not the product of design, but the unseen
stuff “behind the scenes” that ultimately affects that
quality
Why Us?
→Margaret Gould Stewart, Facebook

→Bob Baxley, Pinterest (formerly Apple)

→Catherine Courage, Docusign (formerly Citrix)

→Phil Gilbert, IBM

→Dave Cronin, GE

→Kaaren Hanson, Medallia (formerly Intuit)

→Mike Davidson, Twitter

→Prof. Sara Beckman, Haas School of Business

→Milissa Tarquini, Scripps (formerly AOL)

→Chris Avore, Nasdaq
Informed by interviews with Design Leaders
→Secil Watson, Wells Fargo

→Lesley Mottla, M. Gemi (formerly Zipcar)

→Matias Duarte, Google

→Braden Kowitz, Google Ventures

→Sara Khoury, Google, Walmart

→Leah Buley, Forrester (formerly Intuit)

→Maria Giudice, Autodesk (formerly Facebook)

→Chris McCarthy, Kaiser Permanente

→Irene Au, Khosla Ventures (formerly Yahoo, Google)
“Designers need to show up
like business people first, just
like any other discipline.”
- Bob Schwartz, GM Global Design, GE Healthcare
YOU CAN’T CHANGE THE PRODUCT
OR SERVICE WITHOUT CHANGING
THE ORGANIZATION
LESSON #1
12 QUALITIES OF EFFECTIVE 

DESIGN ORGANIZATIONS
Foundation
1. Shared sense of purpose
2. Focused, empowered leadership
3. Authentic user empathy
4. Understand, articulate, and create value
12 Qualities of Effective Design Organizations
Management
9. Treat team members as people, not resources
10. Diversity of perspective and background
11. Foster a collaborative environment
12. Manage operations effectively
Output
5. Support the entire journey
6. Delivers at all levels of scale
7. Establish and uphold standards of quality
8. Value delivery over perfection
“Half the decisions in
organizations fail.”

- Paul Nutt, Author and Professor, Ohio State University
Source: Surprising but True: Half the Decisions in Organizations Fail, Paul C. Nutt
MUCH OF WHAT CAUSES
DESIGNERS TO STRESS ABOUT
THEIR WORK IS THE RESULT OF
FLAWED OPERATIONS
LESSON #2
THE 5 STAGES OF DESIGN 

ORG EVOLUTION
Stage 1: The Initial Pair
HD
PD
Stage 1: The Initial Pair
HD
PD
Head of Design
•creative
•managerial
•operational
•(and, at this stage,

a maker)
Stage 1: The Initial Pair
HD
PD
Head of Design
•creative
•managerial
•operational
•(and, at this stage,

a maker)
Product Designer
• Structure
and/or
• Surface
HD
PD PD
PD
CS CD
PD
Stage 2: Full Team
HD
PD PD
PD
CS CD
PD
Content Strategist
•Voice and tone
•Content structure
•Copywriting
Stage 2: Full Team
HD
PD PD
PD
CS CD
PD
Content Strategist
•Voice and tone
•Content structure
•Copywriting
Communication Designer
• Visual design
• Online and offline
• Brand
• Information design
Stage 2: Full Team
HD
PD
PD
CS
TL
PDPD
CS
UXR
CD
PD
Stage 3: From Design Team to Design Org
HD
PD
PD
CS
TL
PDPD
CS
UXR
CD
PD
Team Lead
•People manager
•Domain expertise
Stage 3: From Design Team to Design Org
HD
PD
PD
CS
TL
PDPD
CS
UXR
CD
PD
Team Lead
•People manager
•Domain expertise
UX Researcher
•Generative and
evaluative
•Highly leveraged
Stage 3: From Design Team to Design Org
HD
PD
PD
CS
TL
PDPD
CS
UXR
CD
PD
Team Lead
•People manager
•Domain expertise
UX Researcher
•Generative and
evaluative
•Highly leveraged
Head of Design, revisited
•May struggle with scale
•Might need a new one
Stage 3: From Design Team to Design Org
DM
HD
PD
PD
CS CD
PDDL
PD
CS CD
PD
DpM
TL
PDPD
CS PD
UXR UXR
SD
Stage 4: Coordination to Manage Complexity
DM
HD
PD
PD
CS CD
PDDL
PD
CS CD
PD
DpM
TL
PDPD
CS PD
UXR UXR
SD
Service Designer
•Strategy and
Structure
•Integrates across
teams
Stage 4: Coordination to Manage Complexity
DM
HD
PD
PD
CS CD
PDDL
PD
CS CD
PD
DpM
TL
PDPD
CS PD
UXR UXR
SD
Service Designer
•Strategy and
Structure
•Integrates across
teams
Design Lead
•Might be Team Lead
•People manager
•Still practices
Stage 4: Coordination to Manage Complexity
DM
HD
PD
PD
CS CD
PDDL
PD
CS CD
PD
DpM
TL
PDPD
CS PD
UXR UXR
SD
Service Designer
•Strategy and
Structure
•Integrates across
teams
Design Practice/
Program Manager
•Practice, communication
and prioritization
•Organizational
effectiveness
Design Lead
•Might be Team Lead
•People manager
•Still practices
Stage 4: Coordination to Manage Complexity
WHEN TO INTRODUCE DESIGNOPS
Does your team suffer these issues?
• trouble coordinating internally, particularly around process,
communications, and file management
• difficulty collaborating with other parts of the organization
• inappropriate staffing on projects and programs
• lack of visibility into related work streams
• duplicated efforts
• non-existent measurement
• Fragmented decision-making
Little “o” Operations
Little “o” Operations


“The sand in the gears”

Scheduling and budgets

Tools and procedures

Communication and coordination

Measured by effectiveness
Big “O" OperationsBig “O” Operations
Big “O" Operations
Annual planning to ensure adequate headcount

Compensation packages that are fair for the market

Adjustments to performance reviews to suit designers

Facilities and IT to support collaborative work styles

Policy changes to support real customer research
Big “O” Operations
DESIGN MANAGEMENT AT 

CAPITAL ONE
Our mission is to be strategic
partners who ensure cross-
functional collaboration to create
human-centered design.

VISION
DESIGN MANAGEMENT AT CAPITAL ONE
A high-performing Design Management
practice coordinates efforts and knowledge
sharing, facilitates prioritization, guides
quality and effectiveness, and enables an
environment where designers want to grow.
OPPORTUNITY
DESIGN MANAGEMENT AT CAPITAL ONE
DESIGN MANAGERS
MAKE THINGS GO
Design Practice Manager

Partner with Heads of
Design to manage the
business matters of
design
Design Operations

Core team of
operations, finance
and relationship
experts providing
shared services across
the design
organization
Design Program Manager

Partner with Design Leads
on the highest priority
initiatives, programs,
platforms
DESIGN MANAGEMENT
DESIGN MANAGEMENT AT CAPITAL ONE
Design Practice Managers at the Portfolio
level are partners with Heads of Design
across LOBs to ensure efforts are prioritized
for the highest impact, the right people are
working on those efforts, and that they are
effectively delivered.
DESIGN MANAGEMENT ROLES
DESIGN MANAGEMENT AT CAPITAL ONE
Design Program Managers flex from being
strategic to tactical in the design process
ensuring program and team health to deliver
exceptional human-centered services and
products.
DESIGN MANAGEMENT ROLES
DESIGN MANAGEMENT AT CAPITAL ONE
Design Operations focuses on the health of
the practice, the people, and the projects.
DESIGN MANAGEMENT ROLES
DESIGN MANAGEMENT AT CAPITAL ONE
IMPACT
DESIGN MANAGEMENT AT CAPITAL ONE
→ Design Program Management
Toolkit

→ Finance Program, Playbook &
Toolkit

→ Design Agency & Contractor
Management Program

→ Jira Intake Process: Prioritization,
Pipeline, Qualification
→ Design Measurement 

→ Design Showcase

→ Design Management Maturity Model

→ Community of Practice

→ Standardized Reporting- Game Plans
Stage 5: Distributed LeadershipHD
UXR
DpM
DpM
UXR
DD DD
CrD
UXR
UXR
CT CT
PDPD
CS PD
PDPD
CS PD
DL
PD
PD
CS CD
PD
PD
PD
CS CD
PD
SD SD
PD
CS CD
PD
PD
CS CD
PD
DR
TL
TL
DL
DL
DL
Stage 5: Distributed LeadershipHD
UXR
DpM
DpM
UXR
DD DD
CrD
UXR
UXR
CT CT
PDPD
CS PD
PDPD
CS PD
DL
PD
PD
CS CD
PD
PD
PD
CS CD
PD
SD SD
PD
CS CD
PD
PD
CS CD
PD
DR
Design Director
•Oversees a swath of
teams/experiences
•Integrates across
teams
TL
TL
DL
DL
DL
Stage 5: Distributed LeadershipHD
UXR
DpM
DpM
UXR
DD DD
CrD
UXR
UXR
CT CT
PDPD
CS PD
PDPD
CS PD
DL
PD
PD
CS CD
PD
PD
PD
CS CD
PD
SD SD
PD
CS CD
PD
PD
CS CD
PD
DR
Design Director
•Oversees a swath of
teams/experiences
•Integrates across
teams
TL
TL
DL
DL
DL
Creative Director
•Focused solely on
creative leadership
•Establishes quality
standards
Stage 5: Distributed LeadershipHD
UXR
DpM
DpM
UXR
DD DD
CrD
UXR
UXR
CT CT
PDPD
CS PD
PDPD
CS PD
DL
PD
PD
CS CD
PD
PD
PD
CS CD
PD
SD SD
PD
CS CD
PD
PD
CS CD
PD
DR
Design Director
•Oversees a swath of
teams/experiences
•Integrates across
teams
TL
TL
DL
DL
DL
Creative Director
•Focused solely on
creative leadership
•Establishes quality
standards
Director of Research
•Leads research team/
efforts
•Insights hub
Stage 5: Distributed LeadershipHD
UXR
DpM
DpM
UXR
DD DD
CrD
UXR
UXR
CT CT
PDPD
CS PD
PDPD
CS PD
DL
PD
PD
CS CD
PD
PD
PD
CS CD
PD
SD SD
PD
CS CD
PD
PD
CS CD
PD
DR
Design Director
•Oversees a swath of
teams/experiences
•Integrates across
teams
TL
TL
DL
DL
DL
Creative Director
•Focused solely on
creative leadership
•Establishes quality
standards
Director of Research
•Leads research team/
efforts
•Insights hub
Creative Technologist
•Prototypes new
experiences
•NOT a Front-end Dev
The Roles, Revisited
Leadership
Head of Design
Design Lead/Director
Creative Director
Team Lead
Director of Research
Director of Design Management
Design Practice Manager

Core Design
Product Designer
Communication Designer
Content Strategist
UX Researcher
Service Designer
Design Program Manager
Creative Technologist
THERE IS NO ONE-SIZE-FITS-ALL
FOR DESIGN OPS
LESSON #3
IT TAKES A RELATIVELY SMALL
TEAM TO HAVE IMPACT
LESSON #4
SHARE GENEROUSLY

JUDGE CONSERVATIVELY
LESSON #5
There’s no reason design operations
can’t be a driving force in changing the
organization for the better.
Just keep sharing
Just keep sharing
how you did it,
Just keep sharing
how you did it,
what you learned,
Just keep sharing
how you did it,
what you learned,
and why it mattered.
THANK YOU!
KRISTIN SKINNER

orgdesignfordesignorgs.com

@bettay

#designops

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  • 3.
  • 5. TO DELIVER GREAT EXPERIENCES . . .
  • 6. TO DELIVER GREAT EXPERIENCES . . . I just need to get the design right
  • 7. TO DELIVER GREAT EXPERIENCES . . . I just need to get the design right strategy
  • 8. TO DELIVER GREAT EXPERIENCES . . . I just need to get the design right organization strategy
  • 9. ORG DESIGN FOR DESIGN ORGS BUILDING AND MANAGING IN-HOUSE DESIGN TEAMS
  • 10. Drawn from experience running a design firm, going in- house Concern that these big investments are not going to pay off, at least not to nearly their potential At issue is not the product of design, but the unseen stuff “behind the scenes” that ultimately affects that quality Why Us?
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16. →Margaret Gould Stewart, Facebook →Bob Baxley, Pinterest (formerly Apple) →Catherine Courage, Docusign (formerly Citrix) →Phil Gilbert, IBM →Dave Cronin, GE →Kaaren Hanson, Medallia (formerly Intuit) →Mike Davidson, Twitter →Prof. Sara Beckman, Haas School of Business →Milissa Tarquini, Scripps (formerly AOL) →Chris Avore, Nasdaq Informed by interviews with Design Leaders →Secil Watson, Wells Fargo →Lesley Mottla, M. Gemi (formerly Zipcar) →Matias Duarte, Google →Braden Kowitz, Google Ventures →Sara Khoury, Google, Walmart →Leah Buley, Forrester (formerly Intuit) →Maria Giudice, Autodesk (formerly Facebook) →Chris McCarthy, Kaiser Permanente →Irene Au, Khosla Ventures (formerly Yahoo, Google)
  • 17. “Designers need to show up like business people first, just like any other discipline.” - Bob Schwartz, GM Global Design, GE Healthcare
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. YOU CAN’T CHANGE THE PRODUCT OR SERVICE WITHOUT CHANGING THE ORGANIZATION LESSON #1
  • 23. 12 QUALITIES OF EFFECTIVE DESIGN ORGANIZATIONS
  • 24. Foundation 1. Shared sense of purpose 2. Focused, empowered leadership 3. Authentic user empathy 4. Understand, articulate, and create value 12 Qualities of Effective Design Organizations Management 9. Treat team members as people, not resources 10. Diversity of perspective and background 11. Foster a collaborative environment 12. Manage operations effectively Output 5. Support the entire journey 6. Delivers at all levels of scale 7. Establish and uphold standards of quality 8. Value delivery over perfection
  • 25. “Half the decisions in organizations fail.” - Paul Nutt, Author and Professor, Ohio State University
  • 26. Source: Surprising but True: Half the Decisions in Organizations Fail, Paul C. Nutt
  • 27. MUCH OF WHAT CAUSES DESIGNERS TO STRESS ABOUT THEIR WORK IS THE RESULT OF FLAWED OPERATIONS LESSON #2
  • 28. THE 5 STAGES OF DESIGN ORG EVOLUTION
  • 29. Stage 1: The Initial Pair HD PD
  • 30. Stage 1: The Initial Pair HD PD Head of Design •creative •managerial •operational •(and, at this stage,
 a maker)
  • 31. Stage 1: The Initial Pair HD PD Head of Design •creative •managerial •operational •(and, at this stage,
 a maker) Product Designer • Structure and/or • Surface
  • 33. HD PD PD PD CS CD PD Content Strategist •Voice and tone •Content structure •Copywriting Stage 2: Full Team
  • 34. HD PD PD PD CS CD PD Content Strategist •Voice and tone •Content structure •Copywriting Communication Designer • Visual design • Online and offline • Brand • Information design Stage 2: Full Team
  • 36. HD PD PD CS TL PDPD CS UXR CD PD Team Lead •People manager •Domain expertise Stage 3: From Design Team to Design Org
  • 37. HD PD PD CS TL PDPD CS UXR CD PD Team Lead •People manager •Domain expertise UX Researcher •Generative and evaluative •Highly leveraged Stage 3: From Design Team to Design Org
  • 38. HD PD PD CS TL PDPD CS UXR CD PD Team Lead •People manager •Domain expertise UX Researcher •Generative and evaluative •Highly leveraged Head of Design, revisited •May struggle with scale •Might need a new one Stage 3: From Design Team to Design Org
  • 39. DM HD PD PD CS CD PDDL PD CS CD PD DpM TL PDPD CS PD UXR UXR SD Stage 4: Coordination to Manage Complexity
  • 40. DM HD PD PD CS CD PDDL PD CS CD PD DpM TL PDPD CS PD UXR UXR SD Service Designer •Strategy and Structure •Integrates across teams Stage 4: Coordination to Manage Complexity
  • 41. DM HD PD PD CS CD PDDL PD CS CD PD DpM TL PDPD CS PD UXR UXR SD Service Designer •Strategy and Structure •Integrates across teams Design Lead •Might be Team Lead •People manager •Still practices Stage 4: Coordination to Manage Complexity
  • 42. DM HD PD PD CS CD PDDL PD CS CD PD DpM TL PDPD CS PD UXR UXR SD Service Designer •Strategy and Structure •Integrates across teams Design Practice/ Program Manager •Practice, communication and prioritization •Organizational effectiveness Design Lead •Might be Team Lead •People manager •Still practices Stage 4: Coordination to Manage Complexity
  • 43. WHEN TO INTRODUCE DESIGNOPS
  • 44. Does your team suffer these issues? • trouble coordinating internally, particularly around process, communications, and file management • difficulty collaborating with other parts of the organization • inappropriate staffing on projects and programs • lack of visibility into related work streams • duplicated efforts • non-existent measurement • Fragmented decision-making
  • 46. Little “o” Operations “The sand in the gears” Scheduling and budgets Tools and procedures Communication and coordination Measured by effectiveness
  • 47. Big “O" OperationsBig “O” Operations
  • 48. Big “O" Operations Annual planning to ensure adequate headcount Compensation packages that are fair for the market Adjustments to performance reviews to suit designers Facilities and IT to support collaborative work styles Policy changes to support real customer research Big “O” Operations
  • 49. DESIGN MANAGEMENT AT CAPITAL ONE
  • 50. Our mission is to be strategic partners who ensure cross- functional collaboration to create human-centered design. VISION DESIGN MANAGEMENT AT CAPITAL ONE
  • 51. A high-performing Design Management practice coordinates efforts and knowledge sharing, facilitates prioritization, guides quality and effectiveness, and enables an environment where designers want to grow. OPPORTUNITY DESIGN MANAGEMENT AT CAPITAL ONE
  • 53. Design Practice Manager Partner with Heads of Design to manage the business matters of design Design Operations Core team of operations, finance and relationship experts providing shared services across the design organization Design Program Manager Partner with Design Leads on the highest priority initiatives, programs, platforms DESIGN MANAGEMENT DESIGN MANAGEMENT AT CAPITAL ONE
  • 54. Design Practice Managers at the Portfolio level are partners with Heads of Design across LOBs to ensure efforts are prioritized for the highest impact, the right people are working on those efforts, and that they are effectively delivered. DESIGN MANAGEMENT ROLES DESIGN MANAGEMENT AT CAPITAL ONE
  • 55. Design Program Managers flex from being strategic to tactical in the design process ensuring program and team health to deliver exceptional human-centered services and products. DESIGN MANAGEMENT ROLES DESIGN MANAGEMENT AT CAPITAL ONE
  • 56. Design Operations focuses on the health of the practice, the people, and the projects. DESIGN MANAGEMENT ROLES DESIGN MANAGEMENT AT CAPITAL ONE
  • 57. IMPACT DESIGN MANAGEMENT AT CAPITAL ONE → Design Program Management Toolkit → Finance Program, Playbook & Toolkit → Design Agency & Contractor Management Program → Jira Intake Process: Prioritization, Pipeline, Qualification → Design Measurement → Design Showcase → Design Management Maturity Model → Community of Practice → Standardized Reporting- Game Plans
  • 58. Stage 5: Distributed LeadershipHD UXR DpM DpM UXR DD DD CrD UXR UXR CT CT PDPD CS PD PDPD CS PD DL PD PD CS CD PD PD PD CS CD PD SD SD PD CS CD PD PD CS CD PD DR TL TL DL DL DL
  • 59. Stage 5: Distributed LeadershipHD UXR DpM DpM UXR DD DD CrD UXR UXR CT CT PDPD CS PD PDPD CS PD DL PD PD CS CD PD PD PD CS CD PD SD SD PD CS CD PD PD CS CD PD DR Design Director •Oversees a swath of teams/experiences •Integrates across teams TL TL DL DL DL
  • 60. Stage 5: Distributed LeadershipHD UXR DpM DpM UXR DD DD CrD UXR UXR CT CT PDPD CS PD PDPD CS PD DL PD PD CS CD PD PD PD CS CD PD SD SD PD CS CD PD PD CS CD PD DR Design Director •Oversees a swath of teams/experiences •Integrates across teams TL TL DL DL DL Creative Director •Focused solely on creative leadership •Establishes quality standards
  • 61. Stage 5: Distributed LeadershipHD UXR DpM DpM UXR DD DD CrD UXR UXR CT CT PDPD CS PD PDPD CS PD DL PD PD CS CD PD PD PD CS CD PD SD SD PD CS CD PD PD CS CD PD DR Design Director •Oversees a swath of teams/experiences •Integrates across teams TL TL DL DL DL Creative Director •Focused solely on creative leadership •Establishes quality standards Director of Research •Leads research team/ efforts •Insights hub
  • 62. Stage 5: Distributed LeadershipHD UXR DpM DpM UXR DD DD CrD UXR UXR CT CT PDPD CS PD PDPD CS PD DL PD PD CS CD PD PD PD CS CD PD SD SD PD CS CD PD PD CS CD PD DR Design Director •Oversees a swath of teams/experiences •Integrates across teams TL TL DL DL DL Creative Director •Focused solely on creative leadership •Establishes quality standards Director of Research •Leads research team/ efforts •Insights hub Creative Technologist •Prototypes new experiences •NOT a Front-end Dev
  • 63. The Roles, Revisited Leadership Head of Design Design Lead/Director Creative Director Team Lead Director of Research Director of Design Management Design Practice Manager
 Core Design Product Designer Communication Designer Content Strategist UX Researcher Service Designer Design Program Manager Creative Technologist
  • 64. THERE IS NO ONE-SIZE-FITS-ALL FOR DESIGN OPS LESSON #3
  • 65. IT TAKES A RELATIVELY SMALL TEAM TO HAVE IMPACT LESSON #4
  • 67.
  • 68. There’s no reason design operations can’t be a driving force in changing the organization for the better.
  • 69.
  • 71. Just keep sharing how you did it,
  • 72. Just keep sharing how you did it, what you learned,
  • 73. Just keep sharing how you did it, what you learned, and why it mattered.