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Using UX
to Lead
Leaders


Laura	
  Faulkner,	
  PhD	
  
FalconDay	
  Consul4ng	
  
	
  
Sheilagh	
  O’Hare,	
  MS	
  
The	
  University	
  of	
  Texas	
  at	
  Aus4n	
  
UX	
  must	
  con4nually	
  work	
  
to	
  claim	
  its	
  space,	
  
funding,	
  and	
  	
  
impact	
  	
  
ability.	
  
A	
  UX	
  prac44oner	
  is	
  uniquely	
  	
  
qualified	
  to	
  be	
  
the	
  CEO’s	
  Hero.	
  	
  
Decision	
  makers	
  face	
  
pressures	
  that	
  can	
  differ	
  
 broadly	
  from	
  UX	
  goals.	
  
We	
  must	
  master	
  
 leading	
  leaders	
  
      	
  by	
  applying	
  
                 	
  ‘Speak	
  	
  
            the	
  User's	
  
           Language.’	
  
Brief,	
  dense	
  communica4ons	
  influence	
  
 by	
  targe4ng	
  Leaders’	
  points	
  of	
  view.	
  
Our	
  journey	
  for	
  this	
  hour	
  will	
  take	
  
   us	
  from	
  theory	
  to	
  prac4ce!	
  

           Learn	
                  Learn	
  


       Do	
                     Do	
  


         Discuss	
                Discuss	
  

                                                 Repeat	
  …	
  
ACTIVITY	
  
Write	
  the	
  names	
  and/or	
  posi4ons	
  of	
  one	
  or	
  more	
  people	
  
that	
  you	
  need	
  to	
  influence,	
  right	
  now.	
  	
  Briefly	
  explain	
  to	
  
a	
  partner	
  next	
  to	
  you.	
  
Studying	
  execu;ves	
  as	
  
‘users’	
  delivers	
  keys	
  to	
  
leadership	
  needs	
  and	
  points	
  
of	
  view.	
  
                                  Resource:	
  
                                      	
  
                                 Proceedings	
  
                                    paper	
  
ACTIVITY	
  
Brainstorm	
  
approaches	
  for	
  
“influence	
  
communica4ons”.	
  
Tools	
  to	
  Influence	
  Leaders	
  
The	
  Magic	
  Key	
  




Applying	
  UX	
  to	
  lead	
  leaders	
  requires	
  
 prac4cing	
  our	
  art	
  on	
  an	
  audience	
  
 that	
  requires	
  both	
  precision	
  and	
  
                   accuracy.	
  
Analyze	
  your	
  local	
  execu4ve	
  as	
  you	
  
      would	
  any	
  other	
  user.	
  



                    Exec
                      =
                   person

Design	
  to	
  the	
  leader’s	
  needs,	
  goals,	
  
           and	
  point	
  of	
  view.	
  
Specific POV




              Exec
                =
             person

DECISION
SUPPORT                   At-a-Glance
Study   Specific POV




                    Exec
                      =
                   person
Enable                               Create
     DECISION
     SUPPORT                    At-a-Glance
Use	
  UX	
  tools	
  on	
  this	
  underserved	
  
popula4on.	
  
	
  

  1.    Do	
  “user”	
  research	
  
  2.    Create	
  execu4ve	
  personas	
  
  3.    Iden4fy	
  and	
  name	
  ‘user	
  goal’	
  
  4.    Design	
  ‘products’	
  
  5.    Speak	
  the	
  user’s	
  language	
  
  6.    …	
  
Crac	
  communica4ons	
  that	
  tell	
  …	
  


                the	
  WHAT	
  
                       	
  
           the	
  SO	
  WHAT	
  
                       	
  
        and	
  the	
  NOW	
  WHAT	
  
WHAT	
  =	
  Just	
  the	
  facts!	
  
                            	
  
SO	
  WHAT	
  =	
  Why	
  they’re	
  important	
  
                            	
  
NOW	
  WHAT	
  =	
  What	
  to	
  do	
  next	
  
WHAT	
  =	
  Observa4ons	
  
                        	
  
SO	
  WHAT	
  =	
  Significance	
  
                        	
  
NOW	
  WHAT	
  =	
  Recommenda4ons	
  
To	
  persuade	
  leadership,	
  always	
  
recommend	
  a	
  specific	
  course	
  of	
  ac4on.	
  
Inform	
  to	
  persuade!	
  
Use	
  brief	
  communica4ons	
  to	
  serve	
  
            execu4ve	
  needs.	
  
      1.    Short	
  report	
  
      2.    Execu4ve	
  abstract	
  
      3.    One-­‐sheet	
  
      4.    2	
  Slides	
  
      5.    15-­‐second	
  video	
  
Tool	
  1:	
  	
  Short	
  Report	
  –	
  Overview	
  of	
  Layout	
  
Tool	
  1:	
  	
  Short	
  Report	
  –	
  Content	
  type	
  view	
  
Tool	
  1:	
  	
  Short	
  Report	
  –	
  Content	
  type	
  view,	
  cont.	
  
Tool	
  1:	
  	
  Short	
  Report	
  –	
  Content	
  type	
  view,	
  cont.	
  
Tool	
  1:	
  	
  Short	
  Report	
  –	
  Content	
  type	
  view,	
  	
  cont.	
  
Tool	
  2:	
  	
  One-­‐sheet	
  -­‐	
  overview	
  
Tool	
  2:	
  	
  One-­‐sheet	
  –	
  content	
  example	
  
Remember	
  it	
  takes	
  far	
  more	
  effort	
  to	
  
say	
  something	
  important	
  with	
  fewer	
  
words.	
  	
  	
  
ACTIVITY	
  
Dis4ll	
  a	
  UX	
  findings	
  paragraph	
  to	
  an	
  execu4ve	
  
summary	
  statement.	
  
	
  
Much	
  of	
  your	
  original	
  data	
  will	
  end	
  up	
  on	
  the	
  
cujng	
  room	
  floor.	
  
	
  
CLOSING	
  ACTIVITY	
  


       What	
  are	
  3	
  keys	
  you	
  	
  
        learned	
  today?	
  
Prac;;oners	
  have	
  a	
  strong	
  advantage	
  
   in	
  influencing	
  decision-­‐makers	
  by	
  
 turning	
  their	
  own	
  deep	
  skills	
  in	
  user-­‐
  experience	
  into	
  understanding	
  and	
  
  communica;ng	
  at	
  execu;ve	
  levels.	
  
If	
  anyone	
  can	
  do,	
  it	
  we	
  can.	
  
                             .	
  
                           	
  
                           	
  
                           	
  
                           	
  
                           	
  
                           	
  
                           	
  
We’re	
  UX!	
  	
  We	
  everybody’s	
  hero.	
  

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Using ux to lead leaders posted 20120611

  • 1. Using UX to Lead Leaders Laura  Faulkner,  PhD   FalconDay  Consul4ng     Sheilagh  O’Hare,  MS   The  University  of  Texas  at  Aus4n  
  • 2. UX  must  con4nually  work   to  claim  its  space,   funding,  and     impact     ability.  
  • 3. A  UX  prac44oner  is  uniquely     qualified  to  be   the  CEO’s  Hero.    
  • 4. Decision  makers  face   pressures  that  can  differ   broadly  from  UX  goals.  
  • 5. We  must  master   leading  leaders    by  applying    ‘Speak     the  User's   Language.’  
  • 6. Brief,  dense  communica4ons  influence   by  targe4ng  Leaders’  points  of  view.  
  • 7.
  • 8.
  • 9. Our  journey  for  this  hour  will  take   us  from  theory  to  prac4ce!   Learn   Learn   Do   Do   Discuss   Discuss   Repeat  …  
  • 10. ACTIVITY   Write  the  names  and/or  posi4ons  of  one  or  more  people   that  you  need  to  influence,  right  now.    Briefly  explain  to   a  partner  next  to  you.  
  • 11. Studying  execu;ves  as   ‘users’  delivers  keys  to   leadership  needs  and  points   of  view.   Resource:     Proceedings   paper  
  • 12. ACTIVITY   Brainstorm   approaches  for   “influence   communica4ons”.  
  • 13. Tools  to  Influence  Leaders  
  • 14. The  Magic  Key   Applying  UX  to  lead  leaders  requires   prac4cing  our  art  on  an  audience   that  requires  both  precision  and   accuracy.  
  • 15. Analyze  your  local  execu4ve  as  you   would  any  other  user.   Exec = person Design  to  the  leader’s  needs,  goals,   and  point  of  view.  
  • 16. Specific POV Exec = person DECISION SUPPORT At-a-Glance
  • 17. Study Specific POV Exec = person Enable Create DECISION SUPPORT At-a-Glance
  • 18. Use  UX  tools  on  this  underserved   popula4on.     1.  Do  “user”  research   2.  Create  execu4ve  personas   3.  Iden4fy  and  name  ‘user  goal’   4.  Design  ‘products’   5.  Speak  the  user’s  language   6.  …  
  • 19. Crac  communica4ons  that  tell  …   the  WHAT     the  SO  WHAT     and  the  NOW  WHAT  
  • 20. WHAT  =  Just  the  facts!     SO  WHAT  =  Why  they’re  important     NOW  WHAT  =  What  to  do  next  
  • 21. WHAT  =  Observa4ons     SO  WHAT  =  Significance     NOW  WHAT  =  Recommenda4ons  
  • 22. To  persuade  leadership,  always   recommend  a  specific  course  of  ac4on.  
  • 23. Inform  to  persuade!   Use  brief  communica4ons  to  serve   execu4ve  needs.   1.  Short  report   2.  Execu4ve  abstract   3.  One-­‐sheet   4.  2  Slides   5.  15-­‐second  video  
  • 24. Tool  1:    Short  Report  –  Overview  of  Layout  
  • 25. Tool  1:    Short  Report  –  Content  type  view  
  • 26. Tool  1:    Short  Report  –  Content  type  view,  cont.  
  • 27. Tool  1:    Short  Report  –  Content  type  view,  cont.  
  • 28. Tool  1:    Short  Report  –  Content  type  view,    cont.  
  • 29. Tool  2:    One-­‐sheet  -­‐  overview  
  • 30. Tool  2:    One-­‐sheet  –  content  example  
  • 31. Remember  it  takes  far  more  effort  to   say  something  important  with  fewer   words.      
  • 32. ACTIVITY   Dis4ll  a  UX  findings  paragraph  to  an  execu4ve   summary  statement.     Much  of  your  original  data  will  end  up  on  the   cujng  room  floor.    
  • 33. CLOSING  ACTIVITY   What  are  3  keys  you     learned  today?  
  • 34. Prac;;oners  have  a  strong  advantage   in  influencing  decision-­‐makers  by   turning  their  own  deep  skills  in  user-­‐ experience  into  understanding  and   communica;ng  at  execu;ve  levels.  
  • 35.
  • 36. If  anyone  can  do,  it  we  can.   .                 We’re  UX!    We  everybody’s  hero.