Two UX practitioners share case-studies and learnings from leading global and collaborative UX workshops. You will leave with tips, tricks, and techniques on how to facilitate your UX discovery workshops and influence product strategy and usability.

1. Shima Kazerooni
@shkazerooni
Ranjeet Tayi
@ranzeeth
#UXPA2019
UX
Influence Product
Strategy & Quality by
Conducting Collaborative
UX Discovery Workshops

2. • Missing clarity of the vision
• Unclear or poorly defined
requirements
• Lack of understanding of users
• New features instead of solving
critical customer problems
• Silos and poor communication
Why does UX fail?

3. Good news is…
• Engage and influence the cross-
functional team to collaborate
• Get clarity on the requirements
• Create empathy for users
• Align the team around the
business opportunity

4. Pairing UXers
Ranjeet Tayi
Manager UX Design
Shima Kazerooni
Staff UX Researcher
• 15+ Years in UX Research
• BS - Software Eng. + MS – Human Computer Interaction
• Researcher, Mentor, User Advocate
• #Security #Data Management #Enterprise #Consumer
• 15+ Years in UX Design
• MA - Advertising + M.Phil - Mass Communication
• Designer, Community Builder, Design Entrepreneur
• #Security #Data Management #HRMS #VFX
Researcher
Designer
+

5. Types of workshops
• Customer Journey mapping
• Persona
• Product planning
• Design Thinking
• Design system
• RAP (Requirements Analysis Process)
• Product deep dive
• Design strategy (resourcing, planning)
• Products integration
• Accessibility
• Design Internship
• Branding
• UX discovery

6. • What is a UX discovery
workshop?
• How to plan and execute it?
• How to influence cross-
functional team?
• What are the lessons learned?
Requirements
Goals
Discovery workshop

7. Discovery workshop
A workshop that can help you gather
the team at the discovery phase to
create an integrated and unified UX by
brainstorming, generating new ideas,
understanding requirements, users
needs, and making better decisions
toward a common goal.

8. UX
Workshop
1
2
3
pre
during
post

9. “If you fail to
plan, you are
planning to fail.”
-Benjamin Franklin

10. post
during
pre
UX
Workshop
1
2
3
UX
Team
Pre-workshop
• Create & socialize UX
strategy plan
• Create a checklist
• Plan workshop logistics & room
• Create & share an agenda
• Conduct UX research
• Get finalized user stories
• Order workshop supplies
• Print story cards
PM
• Review agenda
• Create requirements
• Create & prioritize
user stories
Team
• Review & agree on
the plan
Timeline
PM
• Create product strategy &
roadmap
• Conduct competitive
analysis
• Finalize stories

11. Pre-workshop
UX Strategy Plan
• Define goals
• Get budget & buy-in from
management
• Identify the right audience
• Create owners & track progress

12. Pre-workshop
Checklist

13. Pre-workshop
Agenda

14. Pre-workshop
UX Research
Requirements gathering
• Competitor analysis
• Task analysis
• User surveys
• RAPs
• Screening surveys
• Interviews
• Observations
• Exercises – card
sorting, swimlanes,
$100 tests
• Existing tool evaluations
• Expert review
• Heuristic evaluation
• Camera studies
• Diary studies
• Customer Journey Map
• User story maps

15. Pre-workshop
Supplies

16. Pre-workshop
User Stories
A user story is a very high-level
definition of a requirement, often
expressed as “persona + need +
purpose.”

17. During Workshop

18. During Workshop
UX
TEAM
• Intro & goals
• Expected outcomes
• UX process &
philosophy
• UX Research
findings
• Facilitate
workshop
Team
• Story mapping
• Kano analysis
• Prioritize stories
• Facilitate workshop
• Facilitate IP
(Intellectual Property)
thinking
Team
• Ideate, co-create,
sketch concepts,
flows
• Patents ideas
Team
• Risks, dependencies
• Open items
• UXR areas
• Executive summary
• Next steps
• Timeline & RACI
• Facilitate
discussions
Team & Executives
Timeline
PM
• Release goals,
strategic vision
• Use cases &
scenarios
• Detailed user
stories
post
pre
UX
Workshop
1
2
3
during

19. During workshop
Design Philosophy
Defining the guiding principles for
designing products
Example: Data Security, Design Principles

20. PM’s presenting product
gaps, completive analysis,
analyst feedback
During workshop
Competitive Landscape

21. During workshop
UX Research
Heuristic
Evaluation
Report
Data
Security

22. During workshop
Story Mapping
A story map
provides a visual
representation
of the overall piece
of work you're trying
to accomplish at a
glance, rather than
trying to keep it held
up in documents.
Themes
Epics
Stories
Usage over time
Priority
P1
P2
P3

23. During workshop
Story Mapping

24. During workshop
Kano Analysis
Themes
Epics
Stories
Usage over time
Priority
P1
P2
P3
Delighter
Satisfier
Expected
P1
P2
P3
P1
P2
P3

25. During workshop
Kano Analysis
Themes: 9 | Epics: 21 | Stories: 78
Story priorities: P1: 48 | P2: 24 | P3: 5
Kano analysis results: (Example: Data Protection)
Basic (Must have): 45 | Satisfier: 20 | Delighter: 7

26. During workshop
Concept Sketching

27. During workshop
Executive Summary
• Risks, dependencies
• Open items & gaps
• UXR areas
• Tech feasibility
• Timeline
• RACI
• Next steps

28. Post Workshop

29. Post Workshop
• Create UX Design sprint plan
• Create UX Research plan
Team
• Negotiate &
finalize timelines
• Create Design Brief
Timeline
Team
• Resolve open items
• Send workshop survey &
analyze feedback
• Digitize & share workshop
artifacts
• Follow up & close
open items
• Execute, design,
validate, & deliver
Team
• Execute, develop, & deliver
post
pre
UX
Workshop
1
2
3
during
post
UX
TEAM

30. Post workshop
UX Plan

31. Post workshop
Design Brief
Design brief is the guiding document
for designers. It includes problem
statement, process, needs, budgets &
desired outcomes planned to deliver.

32. Lesson Learned
• Get executive buy-in
• Involve cross-functional teams
• Ensure users’ needs are at the
center
• Get clarity & alignment

33. Things not worked
• Poor planning
• Unclear vision & requirements
• Poor execution

34. X S
Identify how
you can initiate
a UX discovery
workshop
Short Term
(1-3 Months)
This Week Long Term
Plan & execute a
workshop
Track & share
results
Learn & repeat
Plan for strategic
and next generation
concepts
Plan for UXR
Create a culture of
collaborative
workshop

35. UX
DEV
PMDoc
Others
QA
UX is a collaborative journey leading to business
and customer success!

36. ranzeeth@gmail.com
ranzeeth
skazerooni@informatica.com
shkazerooni