How to get the most of the start of a project, get your client onboard with what you are doing and make them feel like they are part of the team. This presentation will be most valuable to UI/UX designers who work directly with clients and have some control over their process.

1. How to prep an effective
kick-off workshop in 3 steps

2. Who am I and what do I know?
I’m a UI designer

3. Who am I and what do I know?
I’m a UI designer I’m part of a team

4. Who am I and what do I know?
I’m a UI designer I’m part of a team I work at a full-service
software house

5. What is a client workshop for?

6. What is a client workshop for?
1. Get on the same page

7. What is a client workshop for?
1. Get on the same page
2. Get all information

8. What is a client workshop for?
1. Get on the same page
2. Get all information
3. High-energy kick off

9. What is a client workshop for?
1. Get on the same page
2. Get all information
3. High-energy kick off
4. Team building

10. What is a client workshop for?
It’s not science

11. Step 1 – check what you have

12. 4 Bases
StoryScopeBrand User

13. Story
What problem are we solving?
Why are we doing this project?
What are the goals of this project?

14. User
Who is the target user?
Do we have actual data?
Is there an existing user base?

15. Scope
How much time do we have?
Are we making an MVP?
Is there a list of features?

16. Brand
Are there existing branded materials?
What is the brand personality?
How does this project fit into the brand story?

17. Step 2 – Get what you need

18. Step 2 – Get what you need*
If you have everything, go straight to planning.

19. Story
1 Week:
Lean Canvas Fill The Gaps
1 Day:

20. Lean Canvas

21. Fill The Gaps
Try out (product)!
You will never (user problem) again. Thanks to (the most
important feature) you will be able to (goals to achieve).
Feel like (users emotions).

22. Users
1 Week:
Surveys Key Questions
1 Day:

23. Surveys
Typical day
Other apps
Values and opinions
Experience
...

24. Key Questions
Age
Lifestyle
Brand Affiliation
Social Behaviour

25. Scope

26. Scope
Do nothing.

27. Brand
1 Week:
Request materials Brand Personality
1 Day:

28. Request Materials
Brandbook
Website
Catalogues
Flyers
...

29. Brand Personality
Describe the brand in 5 adjectives.

30. Step 3 – See what you can do

31. StoryScopeBrand User
Goals Flows
Prioritise
Users
Features
App
Personality
Visual
Guidelines

32. Our Favourite Tools

33. Futurespective
Problem:
Find out the most important goals
(business and personal)

34. Futurespective

35. Futurespective

36. Futurespective
internal/process
measurable
emotional

37. User Journey Maps
Problem:
Every feature is equally important!

38. User Journey Maps
ACTIONS
PRODUCT SALE
PERSONA
USER JOURNEY MAP
MARYLIN
33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatch
receive feedback
EMOTIONS
MUST-HAVE
SHOULD-HAVE
EXCITERS

39. User Journey Maps
ACTIONS
PRODUCT SALE
PERSONA
USER JOURNEY MAP
MARYLIN
33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatch
receive feedback
EMOTIONS
MUST-HAVE
SHOULD-HAVE
EXCITERS
How does this make them feel?

40. User Journey Maps
ACTIONS
PRODUCT SALE
PERSONA
USER JOURNEY MAP
MARYLIN
33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatch
receive feedback
EMOTIONS
MUST-HAVE
SHOULD-HAVE
EXCITERS
Without these, the flow doesn’t work.
How does this make them feel?

41. User Journey Maps
ACTIONS
PRODUCT SALE
PERSONA
USER JOURNEY MAP
MARYLIN
33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatch
receive feedback
EMOTIONS
MUST-HAVE
SHOULD-HAVE
EXCITERS
Without these, the flow doesn’t work.
Users will notice if these aren’t there.
How does this make them feel?

42. User Journey Maps
ACTIONS
PRODUCT SALE
PERSONA
USER JOURNEY MAP
MARYLIN
33 YEARS
here goes your persona’s
decription:
behaviours
interests
experience with product
(power user vs newbie)
etc
answer
questions
find out
about sold product
dispatch
receive feedback
EMOTIONS
MUST-HAVE
SHOULD-HAVE
EXCITERS
Without these, the flow doesn’t work.
Users will notice if these aren’t there.
Respond to this
How does this make them feel?

43. Point Voting
Problem:
But we have business goals!

44. Point Voting
+feature list finite number of votes

45. Point Voting

46. Visual Extremes
Problem:
Poster by Mark Shanley and Paddy Treacy

47. Visual Extremes

48. Visual Extremes

49. Visual Extremes
overall similar

50. Visual Extremes
overall similar
details different

51. Visual Extremes

52. App Personality Deck
Problem:
Why is this design so boring/serious/juvenile/
(adjective of your choice)?

53. Standard Schnauzer
relaxed
dynamic
low-key
smart
pleasant
App Personality Deck
Personal Assistant
serious
plain
popular
complicated
diplomatic
Best Friend
friendly
decisive
popular
smart
honest

54. App Personality Deck
Standard Schnauzer
relaxed
dynamic
low-key
smart
pleasant
Personal Assistant
serious
plain
popular
complicated
diplomatic
Best Friend
friendly
decisive
popular
smart
honest

55. App Personality Deck
Standard Schnauzer
relaxed
dynamic
low-key
smart
pleasant
Personal Assistant
serious
plain
popular
complicated
diplomatic
Best Friend
friendly
decisive
popular
smart
honest
WORK IN PROGRESS

56. Our Favourite Books

57. Nothing beats user testing.

58. Questions?
Follow:
 magdazadara
 polidea
 polidea.software
 polidea.com/heartbeat