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Portfolios Matter: Building the Portfolio to Win the Job

Lynn Teo
VP, Digital Marketing um CA Technologies
22. Jun 2012
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Portfolios Matter: Building the Portfolio to Win the Job

  1. PORTFOLIOS MATTER BUILDING the PORTFOLIO TO WIN the JOB LYNN TEO Chief Experience Officer McCann Erickson | @Lynn_Teo
  2. ABOUT ME 15+ years in Experience Design
  3. Hybrid Thinking Product & Process •  User centered design (UCD) •  Engineering-led •  Technology •  Cross-disciplinary team •  Communications design •  Rapid Prototyping & •  Information design Usability Transform Business Creative Excellence •  Technology-enabled innovation •  Emotion + Function •  Global/large scale solutions •  UX in Ideation •  Collaborative & process-driven •  Experiences: Ecommerce •  Transformation of company from + Content + Communities consulting to agency Brand Stewardship Design Education •  Legacy of storytelling •  College of Creative •  Creating consumer value in Studies (Detroit) brand relationships •  MFA Thesis Advisor •  Integrated marketing •  Research-based product development 3
  4. 1000+ Number of Resumes and Portfolios Reviewed
  5. Portfolios Why do they matter?
  6. Demonstrate THINKING Showcase SKILLS Convey benchmark QUALITY OF WORK Reveal your WORK STYLE 6
  7. Tells me what makes you, YOU Credits: uxstorytellers.blogspot.com/2009/01/ux-storytellers- 7 connecting-dots.html
  8. 10 THINGS to remember when building your portfolio
  9. 1 Audience 6 Behind-The-Scenes 2 Order of Work 7 What You Did 3 Frame the Problem 8 Quality not Quantity 4 Process/Steps 9 Design System vs. Instance 5 Value of Artifact/Activity 10 Walkthrough Showmanship 9
  10. 1 Audience Audience
  11. “I never design a building before I’ve seen the site and met the people who will be using it.” − Frank Lloyd Wright 11
  12. Who are you presenting t? A Who are you presenting to? Audience What are they looking for? What type of company is it? Assess their UX footprint & project types 12
  13. Who are you presenting t? A Who are you presenting to? Audience Who are you presenting to? UX Lead Project Front-end Creative Manager Developer Director 13
  14. Who are you presenting t? A What are they looking for? Audience Who are you presenting to? •  UX Methods •  Process •  Prototyping skills •  Conceptual Thought •  Independence •  On-time? •  Iterative design •  Problem statement •  Team player •  On-budget? •  Agile •  Effectiveness of •  Work quality •  Communication solution skills UX Lead Project Front-end Creative Manager Developer Director 14
  15. Who are you presenting t? A What type of company is it? Audience Who are you presenting to? 15
  16. Who are you presenting t? A Assess their UX Footprint Audience CS UR UX IxD VD Content Strategy User Research User Experience Interaction Visual Design Design 16
  17. Who are you presenting t? A Assess their UX Footprint Audience CS UR UX IxD VD Content Strategy User Research User Experience Interaction Visual Design Design THE REALITY: Sub-disciplines aren’t always defined the same way in different organizations/agencies. How does the interviewer view your role? What is considered “the norm” in their organization? 17
  18. Who are you presenting t? A Assess their UX Footprint Audience CS UR UX IxD VD Content Strategy User Research User Experience Interaction Visual Design Design THE REALITY: Roles are rarely so clearly segmented. Hybrid roles are the norm. What hybrid combination exists in the organization? 18
  19. Who are you presenting t? A Assess their UX Footprint Audience CS UR UX IxD VD Content Strategy User Research User Experience Interaction Visual Design Design MY RECOMMENDATION: Best way to understand what your reviewer is looking for is to clarify skills/activities for the discipline expertise you bring to the table 19
  20. Who are you presenting t? A Sub-disciplines by skillsets & activities Audience CS UR UX IxD VD Content Strategy User Research User Experience Interaction Visual Design Design •  Taxonomy •  Ethnography •  Customer Journey •  Prototyping •  Digital design •  CMS Systems •  Findings Analysis Mapping •  Mobile and Web •  Storyboards & •  IA •  Personas •  Task Flows & Specializations narratives •  Content •  Trends Needs Analysis •  Emerging •  Visual concepting Governance •  Opportunity •  Feature and technologies Landscape functionality •  Touchscreen/ •  Usability Testing •  Interface Design kiosks/augmented reality/NUI
  21. Who are you presenting t? A Assess Types of Projects Audience 21
  22. Who are you presenting t? A Assess Types of Projects Audience 22
  23. 2 Order of Work Order of Work
  24. “The proper order of things is often a mystery to me. You, too?” − Cheshire Cat
  25. Who are you presenting t? A Impress then win over Audience Engage and sell, sell, sell Vary the pace and complexity Leave a lasting parting impression 25
  26. Who are you presenting t? A Impress then win over Audience Engage and sell, sell, sell •  Start with your strongest work •  Pick 2-3 anchor visuals •  Walk through “lifecycle” of the project w/ supporting artifacts •  Spend ¼ of your time on first piece 26
  27. Who are you presenting t? A Engage and sell, sell, sell Audience Engage and sell, sell, sell W|B|W|W|W|P|W|R 27
  28. Who are you presenting t? A Engage and sell, sell, sell Audience Engage and sell, sell, sell W|B|W|W|W|P|W|R Work Background Work Process Work + Result (Best) (Lifecycle) (Variety, Breadth, (Artifacts) (Success Metrics, Challenges) Recent Work) 28
  29. Who are you presenting t? A Engage and sell, sell, sell Audience Engage and sell, sell, sell W|B|W|W|W|P|W|R Sandwich Effect 29
  30. Who are you presenting t? A Engage and sell, sell, sell Audience Engage and sell, sell, sell W|B|W|W|W|P|W|R Flexible Middle 30
  31. Who are you presenting t? A Vary the pace and complexity Audience Engage and sell, sell, sell •  In the “flexible middle”, aim for breadth to convey your versatility •  Use this section to encourage dialogue with the reviewer •  Deep dive selectively 31
  32. 32
  33. Who are you presenting t? 33
  34. Who are you presenting t? A Leave a lasting parting impression Audience Engage and sell, sell, sell •  Seal the deal with your most recent work that best aligns with your role at the organization •  Underscore why the project was a success (stats, business metrics, client / industry reviews) •  Reinforce your role in achieving it 34
  35. http:// www.repeattimerapp. com/how/
  36. http:// www.repeattimerapp. com/how/
  37. http://www.repeattimerapp.com/how/
  38. 3 Frame the Problem Frame Problem
  39. “He who asks a question may be a fool for five minutes, but he who never asks a question remains a fool forever.” − Tim Connelly 39
  40. Who are you presenting t? A Demonstrate your “special powers” Audience Who are you presenting to? Analytical Business User Results Skills Savvy Advocate Oriented 40
  41. http://www.nathanbilbao.com/ 41
  42. Who are you presentinghttp://dicksonfong.com/portfolio.html t? 42
  43. Who are you presenting t? User Modes as Basis of Feature Sets 43
  44. Who are you presenting t? Demonstrate understanding of user needs & behaviors 44
  45. 4 Process/Steps Process/Steps
  46. “A good plan is like a road map: it shows the final destination and usually the best way to get there.” − H. Stanley Judd 46
  47. Who are you presenting t? A Create your version of a process map Audience Highlight partners and deliverables Identify activities, artifacts, teams Show points of collaboration 47
  48. Discovery High Level Design Detailed Design Development Documentation Research Personas Scenarios & Tasks Paper prototype testing UX Checkpoint use cases Process Flows Screen Sketches Wireframes with development Team Interaction Design Content Page and Module Template Definition Content Assessment Content Recommendation Visual Des Design Exploration Prototype Checkpoint Style Guide Design Page Comps for key screens Site Dev/Tech Interactive Prototype Checkpoint use cases and technologies QA/ Testing Tech Assessment (Ajax, Flash, etc.) with creative team 48
  49. 5 Artifact Value of Artifact/Activity
  50. “Everyone hears only what he understands.” − Johann Wolfgang van Goethe 50
  51. Who are you presenting t? A Show how UX artifacts & activities led to Audience informed design decisions UX Artifacts that influence design •  Content audit •  Ethnography or in-context studies •  Personas •  Journey Maps •  Wireframes •  Testing/Iterative Design 51
  52. http://www.affectivedesign.org/archives/948
  53. Credit: Elaine Shultz Materials and Tools became a tab in the final design Users preferred to see substeps in list format at the top of the page Right rail used predominantly to surface related projects I need became a Materials and Tools section in the final version Round 1 Testing -- How To page Round 2 Testing -- How To page
  54. http://adaptivepath.com/ideas/the-anatomy-of-an-experience-map
  55. http://adaptivepath.com/ideas/the-anatomy-of-an-experience-map
  56. http://adaptivepath.com/ ideas/the-anatomy-of-an- experience-map
  57. 6 Behind the Scenes Behind Scenes
  58. “The doing is often more important than the outcome.” − Arthur Ashe 59
  59. Who are you presenting t? A 1-2 page collage max Audience Include sketches, photos, prior versions Capture the environment Show points of collaboration 60
  60. Credit: Luci Laffitte Ethnography 61
  61. http://simondoggett.com/#a38/custom_plain Ethnography 62
  62. http://simondoggett.com/#a38/custom_plain Help people lead better LIVES Finding points to INNOVATE & DELIGHT 63
  63. Help people lead better LIVES Finding points to INNOVATE & DELIGHT 64
  64. Help people lead better LIVES 65
  65. 7 What You Did What You Did
  66. “If you do not tell the truth about yourself you cannot tell it about other people.” − Virginia Woolf 67
  67. Who are you presenting t? A Be specific about your role Audience What were your deliverables? What decisions did you drive? What (new) role would be appealing? Show points of collaboration 68
  68. Who are you presenting t? A Be specific about your role Audience What were your deliverables? •  What were you responsible for? •  Who were your partners and how did you collaborate with them? •  Which documents were joint efforts? Full  Team   UX  Team   You   You  +  (?)       69
  69. Who are you presenting t? A What were your deliverables? Audience What were your deliverables? •  Are there different levels of effort for each deliverable? •  What tools did you use? •  How were your deliverables shared with the client? 70
  70. Who are you presenting t? A What decisions did you drive? Audience What were your deliverables? •  How were you an advocate for the user? Did you participate in any user research activities “first-hand”? •  How did you help solve a design impasse? •  Did you demonstrate your role championing iterative design? 71
  71. Who are you presenting t? A Audience 72
  72. Who are you presenting t? A Audience 73
  73. Who are you presenting t? A What new role would be appealing? Audience What were your deliverables? •  Emphasize competency and demonstrate readiness for step-up •  The last piece of work you share should build a case for expanded responsibilities 74
  74. 8 Quality not Quantity Quality
  75. “Not everything that counts can be counted and not everything that can be counted counts.” − Einstein
  76. Who are you presenting t? A Refrain from trying to show too much Audience Nix mediocre work Eliminate “similar” work samples Pay attentionof collaboration Show points to details 77
  77. 9 Design System vs. Instance Design System
  78. “It is impossible, in principle, to explain any pattern by invoking a single quantity” − Gregory Bateson
  79. Who are you presenting t? A Show the design system Audience Use real text whenever possible Show templates & reusable components Pay attentionof collaboration Show points to details 80
  80. presenting t? http://unify.eightshapes.com/uploads/documents/ EightShapesUnifySample.DesignSpecification.pdf Pay attentionof collaboration Show points to details 81
  81. presenting t? http://unify.eightshapes.com/uploads/documents/ EightShapesUnifySample.DesignSpecification.pdf Pay attentionof collaboration Show points to details 82
  82. Who are you presenting t? http://developer.yahoo.com/ypatterns/ Pay attentionof collaboration Show points to details 83
  83. Who are you presenting t? http://coding.smashingmagazine.com/2007/01/12/free-css-layouts-and-templates/ Pay attentionof collaboration Show points to details 84
  84. 10 Walkthrough Showmanship Design System
  85. “When someone walks on stage for a performance and has charisma, everyone is convinced that he has personality.” − Lukas Foss
  86. Who are you presenting t? A Portfolio is a narrative of your skills Audience Rehearse your pitch Aim for polish & aesthetic appeal Show points to one prototype Include at least details Pay attentionof collaboration 87
  87. Who are you presenting t? A Portfolio is a narrative of your skills Audience Rehearse your pitch •  Determine which projects showcase specific UX skills •  Write brief summaries to describe each project so the artifact communicates without voiceover Show points For one prototype Include at least details Pay attentionof collaboration make sure •  to online portfolios, your site is easy to navigate (!) 88
  88. Who are you presenting t? http://www.helloerik.com/ux-portfolio-user-experience-examples 89
  89. Who are you presenting t? A Rehearse your pitch Audience Rehearse your pitch •  You can never be too prepared •  Role-play with a friend •  Strike a balance between a conversation and an interview •  The portfolio review is perfect for Include at least one prototype Pay attentionof collaboration and to details Show points selling your personality communication skills 90
  90. Who are you presenting t? Adopt a collaborative stance during portfolio review. Ask if you can sit next to him/her during the walkthrough to go over the work together 91
  91. Who are you presenting t? A Aim for polish & aesthetic appeal Audience Rehearse your pitch •  No careless typos •  Adopt the posture of an expert •  A beautifully-designed portfolio will never hurt Show points to one prototype Include at least details Pay attentionof collaboration 92
  92. Who are you presenting t? http:// www.nettamarshall.co m/#portfolio 93
  93. Who are you presenting t? A Include at least one prototype Audience Rehearse your pitch •  Can’t replicate interactions on paper •  Brings your work to life •  If you have a client presentation video, credit the team for the effort and use it to demonstrate your Include at least one prototype Pay attentionof collaboration to details Show points contribution 94
  94. Go get that dream job :-)
  95. LYNN TEO Chief Experience Officer McCann New York lynn.teo@mccann.com @Lynn_Teo
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