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The Presentation Playbook for Designers

A practical guide for communicating design. For designers from a designer.

The Presentation Playbook for Designers

  1. 1. Presentation Playbook COPYRIGHT: AYNNE VALENCIA 2014 This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-nd/4.0/. @AYNNE AYNNE VALENCIA
  2. 2. Who is this for? • Visual Designers • Art Directors • Interaction designers • Creative Directors • Design Managers • Anyone presenting creative work or ideas @AYNNE
  3. 3. Learning objectives: • Learn about different types of meetings • Learn about stakeholders • Set yourself up for success to speak to different audiences @AYNNE
  4. 4. As a creative your most valuable skill is @AYNNE COMMUNICATION
  5. 5. SMART & BEAUTIFUL DELIVERABLES TIME MANAGEMENT Design skills: @AYNNE EFFECTIVE APPLICATION OF TOOLS/METHODS
  6. 6. How we learn @AYNNE
  7. 7. Who will you present to? @AYNNE PRODUCT MANAGER MARKETING & BRAND PROJECT MANAGER END USERS CLIENTS INTERACTION DESIGNERS DEVELOPMENT TEAM DESIGNER INDUSTRIAL DESIGN VISUAL DESIGN OTHER STAKEHOLDERS CUSTOMER SERVICE/USER ASSISTANCE LEGAL WRITERS
  8. 8. @AYNNE Selling your ideas
  9. 9. When will you be selling your ideas? • Running workshops • Presenting research findings • Presenting concepts • presenting designs • ALL THE TIME @AYNNE
  10. 10. When presentations happen in a design process @AYNNE Kickoff Ideation Design iterations Development • What you are going to do • How you are going to do it • Clarifications Research Findings • What you found out • How that changes what you thought you were going to do. • Ways you can solve the problems • Opportunities identified • What kinds of things you might do • Iterations of possible solutions • Negotiation and feasibility discussions ! • Clarification • Changing/modifying the design as needed • Adding new elements to the design as needed ! !
  11. 11. Four commandments of selling your ideas effectively • Know your audience • Speak simply • Tell a story • Make clear next steps @AYNNE
  12. 12. Know your audience @AYNNE The big-boss The boss The working team The client’s boss The client Influencers
  13. 13. What do they care about? @AYNNE The boss The Influencer Other Designers Development Team Where in the project What - at a high level ! If any changes have been made why ! The value of the idea ! Tell the high-level first, then, if asked be prepared to show details Where in the project What - at a high level ! How much time/cost ! Where in the product ! What specifically is needed ! How this effects other resources/projects What - at a high level, then at detailed level ! Where in the product Why it is being done ! Where in the project ! What specifically is needed ! When is it needed Where in the project ! Where in the product What - at a detailed level ! What a high-level ! What specifically is the question ! What needs to be done ! Why it needs to be done
  14. 14. IDEATION IMMEDIATE WORK TEAM INFLUENCERS MANAGE WAY-UP Purpose of meeting Generate Ideas Instigate Activities Get Resources Create Change Goal of meeting Ask questions and identify areas where they can pitch in Let them know what needs to get done. Tell them how much/how long Tell them why & focus on impact Who is likely to be involved? Designers Developers Designers Developers Project Managers Product Managers Vendors Senior Management The Boss The Big-Boss Why are you meeting? @AYNNE
  15. 15. Ideation @AYNNE Kickoff Ideation Design iterations Development • What you are going to do • How you are going to do it • Clarifications Research Findings • What you found out • How that changes what you thought you were going to do. • Ways you can solve the problems • Opportunities identified • What kinds of things you might do • Iterations of possible solutions • Negotiation and feasibility discussions ! • Clarification • Changing/modifying the design as needed • Adding new elements to the design as needed ! !
  16. 16. When you are in the ideation phases • Position the meeting as a workshop. • Clearly state intended outcome and goals. • Pre-work is important - post print outs or collect relevant research to present at the beginning of presentation. • Have whiteboards and paper and pens available. • Ask questions. ! • Don’t show anything that looks too finished. @AYNNE WHY WHAT IF
  17. 17. Sample ideation framework @AYNNE Name of Project UX Framework Diagram or User Journey (if you have one) Pain points - areas for discussion and ideation High-level questions to be answered Discussion/Ideation/ Workshop/Q&A Next Steps
  18. 18. Design to development @AYNNE Kickoff Ideation Design iterations Development • What you are going to do • How you are going to do it • Clarifications Research Findings • What you found out • How that changes what you thought you were going to do. • Ways you can solve the problems • Opportunities identified • What kinds of things you might do • Iterations of possible solutions • Negotiation and feasibility discussions ! • Clarification • Changing/modifying the design as needed • Adding new elements to the design as needed ! !
  19. 19. When you are in the iteration phase @AYNNE • Show a quick overview of the big picture. Articulate what portion you will be focusing on. • Show a timeline of progress. • Identify what steps need to be done. • Assign tasks/owners and dependencies. WHAT WHEN
  20. 20. Sample immediate team framework @AYNNE Name of Project Process diagram and where in process they are Big Picture Specific Features and what they do Discussion/Ideation/ Workshop/Q&A Q&A Assign Next Steps Specific tasks
  21. 21. Make clear next steps. Be kind, be clear @AYNNE Action-oriented next steps with an owner assigned to it and clearly articulated timeframe
  22. 22. Managing-up @AYNNE Kickoff Ideation Design Research Findings iterations Development
  23. 23. Learn the elevator pitch @AYNNE
  24. 24. Managing-up @AYNNE • Show a big picture overview • Craft a persona-driven narrative • Employ a consistent terminology for actors and features in the system •Map each scenario to a business driver WHY HOW
  25. 25. Tell a story to sell the idea @AYNNE RELATABLE, LIKABLE HERO ROADBLOCK OR CONFLICT THE SPECIAL WORLD TRANSFORMATION RESOLUTION & CALL TO ACTION
  26. 26. Sample influencer framework @AYNNE Name of Project Narrative High-level Proposed Solution Specific Features with how they solve the problem Discussion/Ideation/ Workshop/Q&A Q&A Assign Next Steps Cost/Benefit Timeframe
  27. 27. Don’t waste time @AYNNE Send an agenda Schedule quick check in’s to see work in progress Post work where people can see it It’s okay to schedule a 15 minute meeting Limit the small talk Start your meetings on time
  28. 28. Make it about the audience • Always show the big picture to begin with a shared place of understanding ! • Clarify any definitions or terminology that might be confusing ! • Remember everyone understands information differently. So use written words, sound and pictures. @AYNNE
  29. 29. Simple is smarter • Don’t suck the humanity out of what you are saying. • Use an emotional appeal. ! • Don’t just state facts ! • Don’t use jargon @AYNNE BLAH, BLAH, BLAH
  30. 30. Make clear next steps • Restate the point of the meeting or presentation ! • Get agreement on action items ! • Agree on what the steps are @AYNNE THIS WAY
  31. 31. Four commandments of selling your ideas effectively • Know your audience • Speak simply • Tell a story • Make clear next steps @AYNNE
  32. 32. @AYNNE Thank You! AYNNE VALENCIA PRODUCT DESIGN DIRECTOR, EDUCATOR WWW.AVALEN.COM

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