Using UX Design Principles
& Methodologies in Design
Management & Innovation
twitter / @mellimdesign
email / mel@mellim.com
We want to know you...
- Your name
- Your occupation
- In house / agency / freelance / studio owner
- Name of your company
- Years of experience
- What do you want to learn from this workshop?
Exercise 1a:
Improvisational
Conversations
Materials obtained from Gary Hirsch, The Art of Making It Up, Co-Founder of On Your Feet
It’s easier to say
NO than YES.
YES, NO, and BUTs ...
Acquiese
Recognize an offer, but don’t contribute anything to an idea or to
the flow
Blocking
Don’t recognize the offer and don’t contribute anything to an idea or
to the flow
Accepting
Accept an offer, and contribute ideas and add to the flow
Exercise 1b:
Improvisational
Sketching
Sketching together is
more productive than
sketching alone.
Exercise 1: Summary
- Communicate ideas through improvisational practices
- Create spontaneous moments for the random collision of ideas
- Refine listening skills
- Co-create
- Constructively build team cultures through visual thinking
1. Know the business - product or services
2. Know your client - business goals
3. Know your client’s customers / users - customer-centric
4. Design for growth, substance and longevity
5. What kind of business problem is the design solving?
Design is business,
business is design.
Perception of value
defines the relationship
1. Identify client’s business problems and present actionable ideas
2. Identify short and long term goals
3. Set realistic goals & metrics but align expectations
4. Care - Take real interest in your client’s business
5. Be honest, be accountable, be professional
The focus was on aesthetics and brand, without thought for the people
who are actually using the design.
What designers think is awesome What the client wants
In the past, design
decisions were based on:
Today, design decisions
are based on:
Design & Client
Management:
How do you want
your client to feel?
CAN YOU CREATE A BETTER
CLIENT EXPERIENCE?
Culture Building:
How do you want
your team to feel?
“At the end of the day, just
remember that if you get the
culture right, most of the other stuff
-- including building a great brand
-- will fall into place on its own.”
- Tony Hsieh, CEO of Zappos.com
Exercise 2:
Prototyping Client/
User Experiences
WebVision PDX UX Workshop 2013
Exercise 2:
What is created externally mirrors what is happening internally.
How do you get an entire organization of 200+ people to be excited
about new product launches (changes)?
Brainstorm 10 core values for your internal organization &
10 core values for your customers/ users.
Describe how you can then externalize them into actionable ideas.
How do you present to your organization your new ideas?
Exercise 2: Summary
- Problem solve collectively
- Fail quickly but productively
- Walk the talk with actionable, tangible ideas
- Present ideas the unboring way - WOW your audience
Managing cultures:
Who are you designing for?
So, you think you
know your customers?
Think again.
EXAMPLE OF A PERSONA
Vince Blake - 35 years old, Executive Producer/ Director, Los Angeles, CA
A private person who surround himself with influential people, and likes that
people seek out his opinions. He identifies with sophisticated, stylish,
international personalities, and puts forth a carefully crafted image to distinguish
himself from superficial showoffs.
Prone to mixing brands for an artistic, edgy effect, Vince selects accessories,
services, and lifestyle activities that reflect his personal style: an Amex Black
Card/Centurion card; a pair of special edition vintage sneakers, iPhone, iPad,
and MacBook Pro mobile devices to enable his online shopping; and farm-to-
table dining. Loving form and function, he covets his classic vintage 1956
Lincoln Continental while driving an Escalade Hybrid SUV that alludes to eco
consciousness.
A frequent domestic and international traveler, Vince prefers private company
jets and select commercial carriers including Virgin America, Virgin Atlantic,
Singapore Airlines, and Swiss International.
Striving to exude balance, strategy, and action with panache, Vince
demonstrates raw passion and intensity from his court side seats at LA Lakers
games. He also enjoys a great love of women but is careful to never look too
committed.
VINTAGE
ADVENTUROUS ECO-FRIENDLY
PRIVATE QUALITY
EXCLUSIVE
EXAMPLE OF A CUSTOMER JOURNEY MAP
Can we treat every
customer like
Rockstar?
Exercise 3:
(To court)
What would make me so impressed that I would
want travel this commercial airline? List top 5 actions/ideas.
(To evangelize)
What would it take for me to recommend this airline to
my friends?
Exercise 3: Summary
- Go beyond personas and context
- Be empathetic towards users / customers
- Using customer journey mapping to discover touch points to
generate new market opportunities
- WOW or surprise your users / customers by anticipating needs,
delivering on the brand promise
USER NEEDSDIFFERENTIATION
solving a
challenge
task
completion
user flow
user
participation
parity
technical
feasibility
customer
needs
planning &
longevity
layering cross
experiences
leveraging
current trends
& technology
customer
desires
competitive
landscape
BRAND FOCUSES
From Marisa Gallagher, CNN Digital
EXPERIENCE FOCUSES
How does branding
change when it’s
customer first instead
of business first?
UX vs. CX
“I think that it’s an interesting question, when you talk
about user experience (ux) and customer experience
(cx). User experience, in general, we’re thinking about
people using something, people interacting with
something. Right now, most specifically, that’s the
website and any mobile applications or mobile sites,
but that’s really part of a larger umbrella around the full
customer experience, which would include interactions
with a store employee, using the product, using our
services, taking a class, that kind of thing.”
- Samantha Stammer, Manager, eCommerce Experience at REI.com
UX Magazine, Article No. 584 11/30/2010
Creating
LOVE & JOY!
THE 6 STAGES OF EMOTIONAL BRANDING:
Emotional Stage 1 – How you get someone interested?
Emotional Stage 2 – How do you get someone to consider a
purchase?
Emotional Stage 3 – How do you continually reinforce that their
purchase decision was absolutely the right decision, the “winning”
decision?
Emotional Stage 4 – How do you create a loyal customer such
that they want to continue to buy your product and/or are most
receptive to cross selling and value add purchases?
Emotional Stage 5 – How do you create a brand ritual so that your
brand becomes part of your customer’s life?
Emotional Stage 6 – How do you get your audience to be your
cheerleader?
Steve Goldner, Senior Director at MediaWhiz
Exercise 4:
Define the top 5 items that will make your client/ internal
organization happy.
Define the top 5 items that will make the customers/ users happy.
What are the similarities and differences?
Define the top 5 items that cannot be compromised for both the
brand and the design.
Defining what design
success means helps
set goals and
align expectations.
Exercise 4: Summary
- Defining what design success means helps establish a framework for
what to expect from a designer/client relationship
- Use the framework to establish goals and metrics
- Delivering on a brand promise internally and externally produces an
authentic brand image
- HAPPY TEAM + HAPPY CUSTOMERS = GENUINE BRAND
Exercise 5:
THE ART OF
STRATEGIC
IMAGINATION
Designing without
passion is like living
without breathing.
Exercise 5: Summary
- Ideas are equally as important as execution
- Ideas have to be tangible and actionable
- Give meaning to design; let it appeal to personal and collective
aspirations
- Design with intent, passion, and purpose
- Good design is no longer good enough; great design wins!
- Take your work seriously. Yourself, not so much.
Let’s talk!
twitter / @mellimdesign
email / mel@mellim.com
web / www.mellim.com

More Related Content

PDF
Branding & Marketing That Works for Photographers & Creatives
PDF
Branding and Marketing for Photographers | ASMP New Orleans
PDF
Branding 101 for Start-ups
PDF
Branding & Marketing for Commercial Photographers | Phase One Chicago
PDF
Branding & Marketing for Commercial Photographers / Photoshelter Luminance
PDF
Future of Advertising, Personal Branding | Class#4
PDF
B&m colorado photo_review_101312
PPT
Build a Brand That Works As Hard As You Do
Branding & Marketing That Works for Photographers & Creatives
Branding and Marketing for Photographers | ASMP New Orleans
Branding 101 for Start-ups
Branding & Marketing for Commercial Photographers | Phase One Chicago
Branding & Marketing for Commercial Photographers / Photoshelter Luminance
Future of Advertising, Personal Branding | Class#4
B&m colorado photo_review_101312
Build a Brand That Works As Hard As You Do

What's hot (20)

PDF
Branding for start ups the Unspun way
PDF
Starting Your Own Graphic Design Business
PPTX
Micro Markenomics: Storytelling and Branding
PDF
Low Budget BRAND VISIBILITY IDEAS for Small businesses new
PDF
branding and design in B2B companies
PPTX
Brand Yourself Blueprint - Part 1 of 3
PPTX
FMP - pitch presentation
PDF
Initiative Public Relations Branding
PDF
Lean, agile, consumer centered: how to develop brands in the age of connected...
PDF
The Business Model is You!
PDF
Bridging the gap: Brand Experience vs Product Development
PDF
B2B Journey Brands, and Other Animals – AN&H Leadership Team – Scot McKee
PPT
Candace Perry Design and Online Marketing Portfolio
PPTX
Personal Branding's Ultimate Guide
PPT
Hilmi on BRIEFS.
PPT
Advertising as a Career
PPSX
theHANDPICKED Show
PDF
cmr4localspresentationF
PDF
How to start your career in advertising
PPTX
BUILDING PERSONAL BRAND , DEVELOPMENT AND STRATEGIES
Branding for start ups the Unspun way
Starting Your Own Graphic Design Business
Micro Markenomics: Storytelling and Branding
Low Budget BRAND VISIBILITY IDEAS for Small businesses new
branding and design in B2B companies
Brand Yourself Blueprint - Part 1 of 3
FMP - pitch presentation
Initiative Public Relations Branding
Lean, agile, consumer centered: how to develop brands in the age of connected...
The Business Model is You!
Bridging the gap: Brand Experience vs Product Development
B2B Journey Brands, and Other Animals – AN&H Leadership Team – Scot McKee
Candace Perry Design and Online Marketing Portfolio
Personal Branding's Ultimate Guide
Hilmi on BRIEFS.
Advertising as a Career
theHANDPICKED Show
cmr4localspresentationF
How to start your career in advertising
BUILDING PERSONAL BRAND , DEVELOPMENT AND STRATEGIES

Similar to WebVision PDX UX Workshop 2013 (20)

PPTX
Taiwan CPC 2012 Workshop - Using UX Design Principles & Methodologies in Desi...
PPTX
Why you’re a Brand Shaper (knowingly or not) and what you can do about it
PDF
"Smart Marketing. Customer Experience Insights are Golden".
PDF
Chrisolsonsmartmarket2share10 10-11-111017114208-phpapp01
PDF
VicHealth Physical Activity Innovation Challenge Concept Development Workshop...
PPTX
CEO Module 2
PDF
UNSTUCK: Troubleshoot Your Business
PDF
Creating a stand out brand
PPT
So You Want A Job in Creative Services:Career Advice from an MBA
PPT
Spa Manager Training Ewa Goos
PDF
Solving for X: Why the Future of Business is Experiential
PDF
BoB Brochure - August 2016
PDF
Design Thinking & Entrepreneurship
PPT
How to brand your business
PDF
Knowledge & Magic – significantly unfair competitive advance
PDF
Branding Crash Course
PDF
Design Value And Tips For Business
PPTX
Empowerment through Enterprise - sales and marketing, the engine and the energy
PPTX
Building and using Impactful Construction Marketing Personas
PDF
Accelerating international growth with perfectly tuned communications| Ed Fie...
Taiwan CPC 2012 Workshop - Using UX Design Principles & Methodologies in Desi...
Why you’re a Brand Shaper (knowingly or not) and what you can do about it
"Smart Marketing. Customer Experience Insights are Golden".
Chrisolsonsmartmarket2share10 10-11-111017114208-phpapp01
VicHealth Physical Activity Innovation Challenge Concept Development Workshop...
CEO Module 2
UNSTUCK: Troubleshoot Your Business
Creating a stand out brand
So You Want A Job in Creative Services:Career Advice from an MBA
Spa Manager Training Ewa Goos
Solving for X: Why the Future of Business is Experiential
BoB Brochure - August 2016
Design Thinking & Entrepreneurship
How to brand your business
Knowledge & Magic – significantly unfair competitive advance
Branding Crash Course
Design Value And Tips For Business
Empowerment through Enterprise - sales and marketing, the engine and the energy
Building and using Impactful Construction Marketing Personas
Accelerating international growth with perfectly tuned communications| Ed Fie...

More from MLD/Mel Lim Design (9)

PPTX
Mel lim giant_061715_slideshare_version
PPTX
RGD Webinar: Personal Branding & Our Obsession with Being Liked
PPTX
WebVisions PDX 2013 - Designing Life & Brand Through Aspirations
PPTX
RE:DESIGN Conference: Rule Breaking
PDF
DMI Night Out - San Diego hosted by MLD
PPT
RGD Ontario Webinar: Strategy In Design: How To Create Meaningful & Successfu...
PPTX
RGD Ontario Webinar: Bridging The Client/ Designer Relationship
PDF
DMI Views: Bridging the designer/client relationship—It's not them. It's us.
PDF
DMI Views - Managing Chinese Cultures: Breaking The Taboo and Stereotypes
Mel lim giant_061715_slideshare_version
RGD Webinar: Personal Branding & Our Obsession with Being Liked
WebVisions PDX 2013 - Designing Life & Brand Through Aspirations
RE:DESIGN Conference: Rule Breaking
DMI Night Out - San Diego hosted by MLD
RGD Ontario Webinar: Strategy In Design: How To Create Meaningful & Successfu...
RGD Ontario Webinar: Bridging The Client/ Designer Relationship
DMI Views: Bridging the designer/client relationship—It's not them. It's us.
DMI Views - Managing Chinese Cultures: Breaking The Taboo and Stereotypes

Recently uploaded (20)

PDF
TWO WAY FIXED EFFECT OF PRIORITY SECTOR LENDING (SECTOR WISE) ON NON PERFORMI...
PPTX
CVS MODULE 2.pptxjjjjjjjjjjjjkkkkjjiiiiii
PPTX
F.Y.B.COM-B-ACC25359.pptxFor a job or role? (e.g., Marketing Manager, Chief E...
PPTX
water supply and waste management , water demand
PPTX
hydroponics. Yhguhvujbcujhhhh.pptx.
PDF
C462831.pdf American Journal of Multidisciplinary Research and Review
PPTX
2. Introduction to oral maxillofacial surgery .pptx
PDF
01-Fire-Extinguisher-Training complete course.pdf
PDF
B440713.pdf American Journal of Multidisciplinary Research and Review
PPTX
GROUP-1-PA-103-PPT-BULQUERIN-CORTEZ-MORENO.pptx
PDF
DaVinci Resolve Studio 20.1.1 Crack Free Download (Latest 2025
PPTX
Wrought Iron Crafts of Dindori -FINAL30112021.pptx
PPTX
Unit - 1 ppt.pptx Design Thinking overview
DOCX
allianz arena munich case study of long span structure
PDF
Design - where does it belong - Aug 2025.pdf
PDF
Ɔɒll ϱiɿlƨ bɘlʜi ¢คll ງirlŞ ໓ēlhi ¢คll ງirlŞ ໓ēlhi
PDF
iNTEROF SDFFDEWRDFS FSDFSDFSASDAFFDFSSDA
PDF
commercial kitchen design for owners of restaurants and hospitality
PPTX
carcinogenic agevcccvvvvhhgxdsxcgjnts.pptx
TWO WAY FIXED EFFECT OF PRIORITY SECTOR LENDING (SECTOR WISE) ON NON PERFORMI...
CVS MODULE 2.pptxjjjjjjjjjjjjkkkkjjiiiiii
F.Y.B.COM-B-ACC25359.pptxFor a job or role? (e.g., Marketing Manager, Chief E...
water supply and waste management , water demand
hydroponics. Yhguhvujbcujhhhh.pptx.
C462831.pdf American Journal of Multidisciplinary Research and Review
2. Introduction to oral maxillofacial surgery .pptx
01-Fire-Extinguisher-Training complete course.pdf
B440713.pdf American Journal of Multidisciplinary Research and Review
GROUP-1-PA-103-PPT-BULQUERIN-CORTEZ-MORENO.pptx
DaVinci Resolve Studio 20.1.1 Crack Free Download (Latest 2025
Wrought Iron Crafts of Dindori -FINAL30112021.pptx
Unit - 1 ppt.pptx Design Thinking overview
allianz arena munich case study of long span structure
Design - where does it belong - Aug 2025.pdf
Ɔɒll ϱiɿlƨ bɘlʜi ¢คll ງirlŞ ໓ēlhi ¢คll ງirlŞ ໓ēlhi
iNTEROF SDFFDEWRDFS FSDFSDFSASDAFFDFSSDA
commercial kitchen design for owners of restaurants and hospitality
carcinogenic agevcccvvvvhhgxdsxcgjnts.pptx

WebVision PDX UX Workshop 2013

  • 1. Using UX Design Principles & Methodologies in Design Management & Innovation twitter / @mellimdesign email / [email protected]
  • 2. We want to know you... - Your name - Your occupation - In house / agency / freelance / studio owner - Name of your company - Years of experience - What do you want to learn from this workshop?
  • 3. Exercise 1a: Improvisational Conversations Materials obtained from Gary Hirsch, The Art of Making It Up, Co-Founder of On Your Feet
  • 4. It’s easier to say NO than YES.
  • 5. YES, NO, and BUTs ... Acquiese Recognize an offer, but don’t contribute anything to an idea or to the flow Blocking Don’t recognize the offer and don’t contribute anything to an idea or to the flow Accepting Accept an offer, and contribute ideas and add to the flow
  • 7. Sketching together is more productive than sketching alone.
  • 8. Exercise 1: Summary - Communicate ideas through improvisational practices - Create spontaneous moments for the random collision of ideas - Refine listening skills - Co-create - Constructively build team cultures through visual thinking
  • 9. 1. Know the business - product or services 2. Know your client - business goals 3. Know your client’s customers / users - customer-centric 4. Design for growth, substance and longevity 5. What kind of business problem is the design solving? Design is business, business is design.
  • 10. Perception of value defines the relationship 1. Identify client’s business problems and present actionable ideas 2. Identify short and long term goals 3. Set realistic goals & metrics but align expectations 4. Care - Take real interest in your client’s business 5. Be honest, be accountable, be professional
  • 11. The focus was on aesthetics and brand, without thought for the people who are actually using the design. What designers think is awesome What the client wants In the past, design decisions were based on:
  • 13. Design & Client Management: How do you want your client to feel?
  • 14. CAN YOU CREATE A BETTER CLIENT EXPERIENCE?
  • 15. Culture Building: How do you want your team to feel?
  • 16. “At the end of the day, just remember that if you get the culture right, most of the other stuff -- including building a great brand -- will fall into place on its own.” - Tony Hsieh, CEO of Zappos.com
  • 19. Exercise 2: What is created externally mirrors what is happening internally. How do you get an entire organization of 200+ people to be excited about new product launches (changes)? Brainstorm 10 core values for your internal organization & 10 core values for your customers/ users. Describe how you can then externalize them into actionable ideas. How do you present to your organization your new ideas?
  • 20. Exercise 2: Summary - Problem solve collectively - Fail quickly but productively - Walk the talk with actionable, tangible ideas - Present ideas the unboring way - WOW your audience
  • 21. Managing cultures: Who are you designing for?
  • 22. So, you think you know your customers? Think again.
  • 23. EXAMPLE OF A PERSONA Vince Blake - 35 years old, Executive Producer/ Director, Los Angeles, CA A private person who surround himself with influential people, and likes that people seek out his opinions. He identifies with sophisticated, stylish, international personalities, and puts forth a carefully crafted image to distinguish himself from superficial showoffs. Prone to mixing brands for an artistic, edgy effect, Vince selects accessories, services, and lifestyle activities that reflect his personal style: an Amex Black Card/Centurion card; a pair of special edition vintage sneakers, iPhone, iPad, and MacBook Pro mobile devices to enable his online shopping; and farm-to- table dining. Loving form and function, he covets his classic vintage 1956 Lincoln Continental while driving an Escalade Hybrid SUV that alludes to eco consciousness. A frequent domestic and international traveler, Vince prefers private company jets and select commercial carriers including Virgin America, Virgin Atlantic, Singapore Airlines, and Swiss International. Striving to exude balance, strategy, and action with panache, Vince demonstrates raw passion and intensity from his court side seats at LA Lakers games. He also enjoys a great love of women but is careful to never look too committed.
  • 25. EXAMPLE OF A CUSTOMER JOURNEY MAP
  • 26. Can we treat every customer like Rockstar?
  • 27. Exercise 3: (To court) What would make me so impressed that I would want travel this commercial airline? List top 5 actions/ideas. (To evangelize) What would it take for me to recommend this airline to my friends?
  • 28. Exercise 3: Summary - Go beyond personas and context - Be empathetic towards users / customers - Using customer journey mapping to discover touch points to generate new market opportunities - WOW or surprise your users / customers by anticipating needs, delivering on the brand promise
  • 29. USER NEEDSDIFFERENTIATION solving a challenge task completion user flow user participation parity technical feasibility customer needs planning & longevity layering cross experiences leveraging current trends & technology customer desires competitive landscape BRAND FOCUSES From Marisa Gallagher, CNN Digital EXPERIENCE FOCUSES
  • 30. How does branding change when it’s customer first instead of business first?
  • 31. UX vs. CX “I think that it’s an interesting question, when you talk about user experience (ux) and customer experience (cx). User experience, in general, we’re thinking about people using something, people interacting with something. Right now, most specifically, that’s the website and any mobile applications or mobile sites, but that’s really part of a larger umbrella around the full customer experience, which would include interactions with a store employee, using the product, using our services, taking a class, that kind of thing.” - Samantha Stammer, Manager, eCommerce Experience at REI.com UX Magazine, Article No. 584 11/30/2010
  • 33. THE 6 STAGES OF EMOTIONAL BRANDING: Emotional Stage 1 – How you get someone interested? Emotional Stage 2 – How do you get someone to consider a purchase? Emotional Stage 3 – How do you continually reinforce that their purchase decision was absolutely the right decision, the “winning” decision? Emotional Stage 4 – How do you create a loyal customer such that they want to continue to buy your product and/or are most receptive to cross selling and value add purchases? Emotional Stage 5 – How do you create a brand ritual so that your brand becomes part of your customer’s life? Emotional Stage 6 – How do you get your audience to be your cheerleader? Steve Goldner, Senior Director at MediaWhiz
  • 34. Exercise 4: Define the top 5 items that will make your client/ internal organization happy. Define the top 5 items that will make the customers/ users happy. What are the similarities and differences? Define the top 5 items that cannot be compromised for both the brand and the design.
  • 35. Defining what design success means helps set goals and align expectations.
  • 36. Exercise 4: Summary - Defining what design success means helps establish a framework for what to expect from a designer/client relationship - Use the framework to establish goals and metrics - Delivering on a brand promise internally and externally produces an authentic brand image - HAPPY TEAM + HAPPY CUSTOMERS = GENUINE BRAND
  • 37. Exercise 5: THE ART OF STRATEGIC IMAGINATION
  • 38. Designing without passion is like living without breathing.
  • 39. Exercise 5: Summary - Ideas are equally as important as execution - Ideas have to be tangible and actionable - Give meaning to design; let it appeal to personal and collective aspirations - Design with intent, passion, and purpose - Good design is no longer good enough; great design wins! - Take your work seriously. Yourself, not so much.
  • 40. Let’s talk! twitter / @mellimdesign email / [email protected] web / www.mellim.com

Editor's Notes

  • #18: SERVICE BUSINESS not AIRLINE BUSINESS
  • #19: Massimo Vignelli and has been the core of the company’s image dating all the way back to 1968!FutureBrand
  • #20: First thing first – CHANGE