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May 31st, 2016
Design Rationale Workshop
Session Survey: http://www.uxpa2016.org/designrationale
Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org
#UXPA2016
Sharon Carmichael, 

Senior Interaction Design Manager
Mechanics
3
Agenda
1
Steps to Crafting a Strong Design Rationale
Foundation
1
Context
2
Intuit Confidential and Proprietary www.uxpa2016.org
Introduction — “Why Craft a Strong Design Rationale?”
A design rationale is an explanation of the reasons
behind the decisions made when designing anything
It’s one of best tools for designers to persuade and influence
It’s our opportunity to show both style & substance in
solving a customer problem
Intuit Confidential and Proprietary www.uxpa2016.org
Introduction — “Why Craft a Strong Design Rationale?”
Foundation
It’s important to lay a strong
foundation so that you can articulate
the process you went through to get
to your current design
The Customer
The Design Journey
Supporting Evidence
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Customer
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Customer
Foundation — “How to Craft a Strong Design Rationale”
The Customer
Foundation — “How to Craft a Strong Design Rationale”
The Customer
Target
Pain Points
Opportunities
Customer Benefit
Great design starts with
understanding the customer and
basing your work in the customer’s
world — their experience, their pain
Intuit Confidential and Proprietary02 www.uxpa2016.org
Foundation — “How to Craft a Strong Design Rationale”
The Customer
Exercise #1: The Customer Benefit
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Design Journey
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Design Journey
Foundation — “How to Craft a Strong Design Rationale”
The Design Journey
Principles
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
The Design Journey
Make sure you are well
grounded in why you
made certain choices in
your design process
Foundation — “How to Craft a Strong Design Rationale”
Principles
Strengths
Weaknesses
Next Explorations
The Design Journey
Exercise #2: Your Work’s History
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Evidence
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Supporting Evidence
Foundation — “How to Craft a Strong Design Rationale”
Data
Insights
Market Trends
Best Practices
What research, analytics, trends,
best practices and insights
helped you make your design
decisions
Supporting Evidence
Foundation — “How to Craft a Strong Design Rationale”
Supporting Evidence
Exercise #3: Supporting Evidence
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
Risks
Benefits
Understand the business
opportunity and risks
associated with your design
recommendation so that you
are speaking the same
language as your stakeholders
Business Acumen
Foundation — “How to Craft a Strong Design Rationale”
https://www.youtube.com/watch?v=MHg_M_zKA6Y#action=share
Business Acumen
Exercise #4: Business Impact
Foundation — “How to craft a strong design rationale”
Intuit Confidential and Proprietary www.uxpa2016.org
Context
Being able to provide
context for your work, both
in terms of customers and
the business, will build your
credibility
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Framing Statement
Craft the Pitch
Create Resonate Stories
Framing
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Framing your work
Context — “How to craft a story around your design”
Framing your work
Focus
Outcome
Help Needed
Not Needed
Context
Use a framing statement
to set the tone for the
entire design review and
explain what you are
trying to achieve
Context — “How to craft a story around your design”
Framing your work
Exercise #5: Make a Framing Statement
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
The Pitch
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
The Pitch
Context — “How to craft a story around your design”
The Pitch
Recommendation
Pain, Want, Need
Customer Benefit
Differentiation
Competition
Being able to provide quick
context for your work, both in
terms of customers and
business will build your
credibility and help focus the
session
Context — “How to craft a story around your design”
The Pitch
Exercise #6: Craft The Pitch
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Craft Stories
That Resonate
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Craft Stories That Resonate
Context — “How to craft a story around your design”
True to life
Believable
Visceral
Relatable
Use customer stories to
engage your audience and
bring your design work to
life
Craft Stories That Resonate
Context — “How to craft a story around your design”
Craft Stories that Resonate
Exercise #7: Craft Your Stories
Context — “How to craft a story around your design”
Intuit Confidential and Proprietary www.uxpa2016.org
Mechanics
Planning the design session
itself will help you set the stage
to get the right meeting
outcomes
Planning
Feedback
Decision-making
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Planning
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Planning your presentation
Mechanics — “Planning for your design review”
Planning
Who are your
stakeholders?
What are you
trying to accomplish?
What are your
constraints?
Mechanics — “Planning for your design review”Mechanics — “Planning for your design review”
Designing the Session
Exercise #8: Session Design
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Feedback
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Feedback
Exercise #5: The Customer Benefit
Mechanics — “Planning for your design review”
Feedback
Exercise #9: Know Your Audience
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Feedback
Exercise #10: Plan For Feedback
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Decision Making
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Decision Making
Exercise #5: The Customer Benefit
Intuit Confidential and Proprietary02 www.uxpa2016.org
Mechanics — “Planning for your design review”
Decision Making
Exercise #11: Plan For Decision Making
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Next Steps
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Next Steps
Intuit Confidential and Proprietary02 www.uxpa2016.org
Mechanics — “Planning for your design review”
Feedback
Exercise #12: Plan For Next Steps
Mechanics — “Planning for your design review”
Intuit Confidential and Proprietary www.uxpa2016.org
Thank You
Session Survey: uxpa2016.org/sessionsurvey?sessionid=299
Conference Survey: http://www.uxpa2016.org/survey
Intuit Confidential and Proprietary www.uxpa2016.org

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Design Rationale: 10 Steps to Killing it in Design Reviews

  • 1. May 31st, 2016 Design Rationale Workshop Session Survey: http://www.uxpa2016.org/designrationale Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org #UXPA2016 Sharon Carmichael, 
 Senior Interaction Design Manager
  • 2. Mechanics 3 Agenda 1 Steps to Crafting a Strong Design Rationale Foundation 1 Context 2 Intuit Confidential and Proprietary www.uxpa2016.org
  • 3. Introduction — “Why Craft a Strong Design Rationale?” A design rationale is an explanation of the reasons behind the decisions made when designing anything It’s one of best tools for designers to persuade and influence It’s our opportunity to show both style & substance in solving a customer problem Intuit Confidential and Proprietary www.uxpa2016.org
  • 4. Introduction — “Why Craft a Strong Design Rationale?”
  • 5. Foundation It’s important to lay a strong foundation so that you can articulate the process you went through to get to your current design The Customer The Design Journey Supporting Evidence Business Acumen Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 6. The Customer Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 7. The Customer Foundation — “How to Craft a Strong Design Rationale”
  • 8. The Customer Foundation — “How to Craft a Strong Design Rationale”
  • 9. The Customer Target Pain Points Opportunities Customer Benefit Great design starts with understanding the customer and basing your work in the customer’s world — their experience, their pain Intuit Confidential and Proprietary02 www.uxpa2016.org Foundation — “How to Craft a Strong Design Rationale”
  • 10. The Customer Exercise #1: The Customer Benefit Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 11. The Design Journey Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 12. The Design Journey Foundation — “How to Craft a Strong Design Rationale”
  • 13. The Design Journey Principles Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 14. The Design Journey Make sure you are well grounded in why you made certain choices in your design process Foundation — “How to Craft a Strong Design Rationale” Principles Strengths Weaknesses Next Explorations
  • 15. The Design Journey Exercise #2: Your Work’s History Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 16. Evidence Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 17. Supporting Evidence Foundation — “How to Craft a Strong Design Rationale”
  • 18. Data Insights Market Trends Best Practices What research, analytics, trends, best practices and insights helped you make your design decisions Supporting Evidence Foundation — “How to Craft a Strong Design Rationale”
  • 19. Supporting Evidence Exercise #3: Supporting Evidence Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 20. Business Acumen Foundation — “How to Craft a Strong Design Rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 21. Business Acumen Foundation — “How to Craft a Strong Design Rationale”
  • 22. Risks Benefits Understand the business opportunity and risks associated with your design recommendation so that you are speaking the same language as your stakeholders Business Acumen Foundation — “How to Craft a Strong Design Rationale” https://www.youtube.com/watch?v=MHg_M_zKA6Y#action=share
  • 23. Business Acumen Exercise #4: Business Impact Foundation — “How to craft a strong design rationale” Intuit Confidential and Proprietary www.uxpa2016.org
  • 24. Context Being able to provide context for your work, both in terms of customers and the business, will build your credibility Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org Framing Statement Craft the Pitch Create Resonate Stories
  • 25. Framing Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org
  • 26. Framing your work Context — “How to craft a story around your design”
  • 27. Framing your work Focus Outcome Help Needed Not Needed Context Use a framing statement to set the tone for the entire design review and explain what you are trying to achieve Context — “How to craft a story around your design”
  • 28. Framing your work Exercise #5: Make a Framing Statement Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org
  • 29. The Pitch Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org
  • 30. The Pitch Context — “How to craft a story around your design”
  • 31. The Pitch Recommendation Pain, Want, Need Customer Benefit Differentiation Competition Being able to provide quick context for your work, both in terms of customers and business will build your credibility and help focus the session Context — “How to craft a story around your design”
  • 32. The Pitch Exercise #6: Craft The Pitch Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org
  • 33. Craft Stories That Resonate Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org
  • 34. Craft Stories That Resonate Context — “How to craft a story around your design”
  • 35. True to life Believable Visceral Relatable Use customer stories to engage your audience and bring your design work to life Craft Stories That Resonate Context — “How to craft a story around your design”
  • 36. Craft Stories that Resonate Exercise #7: Craft Your Stories Context — “How to craft a story around your design” Intuit Confidential and Proprietary www.uxpa2016.org
  • 37. Mechanics Planning the design session itself will help you set the stage to get the right meeting outcomes Planning Feedback Decision-making Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 38. Planning Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 39. Planning your presentation Mechanics — “Planning for your design review”
  • 40. Planning Who are your stakeholders? What are you trying to accomplish? What are your constraints? Mechanics — “Planning for your design review”Mechanics — “Planning for your design review”
  • 41. Designing the Session Exercise #8: Session Design Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 42. Feedback Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 43. Feedback Exercise #5: The Customer Benefit Mechanics — “Planning for your design review”
  • 44. Feedback Exercise #9: Know Your Audience Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 45. Feedback Exercise #10: Plan For Feedback Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 46. Decision Making Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 47. Decision Making Exercise #5: The Customer Benefit Intuit Confidential and Proprietary02 www.uxpa2016.org Mechanics — “Planning for your design review”
  • 48. Decision Making Exercise #11: Plan For Decision Making Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 49. Next Steps Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 50. Next Steps Intuit Confidential and Proprietary02 www.uxpa2016.org Mechanics — “Planning for your design review”
  • 51. Feedback Exercise #12: Plan For Next Steps Mechanics — “Planning for your design review” Intuit Confidential and Proprietary www.uxpa2016.org
  • 52. Thank You Session Survey: uxpa2016.org/sessionsurvey?sessionid=299 Conference Survey: http://www.uxpa2016.org/survey Intuit Confidential and Proprietary www.uxpa2016.org