UX theme workshop: Compliance
Workshop date | Mural board |
---|---|
29th may & 12th june | FigJam board |
Required! Read UX theme documentation and UX theme workshop guide prior to planning this exercise.
Overview
UX Themes are comprehensive bundles of work organized around the user problem, their need, and their desired outcome. UX Themes comprise a team's UX Roadmap, which should act as a single source of truth for a team's North Star UX vision serving as the blueprint for their strategy. In essence, themes are a wrapper that looks at all the individual issues a Group may have and organizes them into relational bundles, allowing solutions to be holistic and non-fragmented. A UX Roadmap is simply the prioritization of these UX Themes based on user and business needs while also considering your team's confidence in the supporting data.
Objectives
- Generate a Stage group UX Vision for the year
- Generate a UX Themes for the year
- Share the UX Vision & UX Themes with your team
Who to include
When creating UX Themes, you want to include everyone who would directly contribute to or consume the information. (e.g., Design managers, UX Researchers, etc.,)
Team member | Role | Definition |
---|---|---|
@user |
Facilitator | Typically a Design Manager or Staff Designer who is not the Design DRI for the stage group. |
@khornergit | Product DRI | The Product Manager for compliance |
@cam.x | Design DRI | The Designer for compliance |
@nrosandich | Team member (optional) | Engineer manager |
@g.hickman | Team member (optional) | Product Manager for Policy |
Pre-workshop activities
Setup
≥1 week before
the workshop
Facilitator
- @user
tasks
-
Familiarize yourself with the UX Theme documentation [~15min] -
Assign this workshop issue to participating team members -
In Mural copy the UX Theme workshop template into the stage’s Room. Update the link to the mural board in the table at the top of this issue -
Create a 2-hour meeting, inviting the workshop participants. Link this issue in the invite and include a mention about the homework activities. -
Create 2 comment threads for collecting inputs below. 1 thread for Goals & vision inputs and 1 thread for theme inputs. Link the threads to the related tasks in #2
gathering inputs table.
Homework
Steps #1 - #3
≥3 days before
the workshop
1. Introduction to UX Themes
Product DRI
- @user
tasks
-
Familiarize yourself with the UX Theme documentation [~15min]
Design DRI
- @user
tasks
-
Familiarize yourself with the UX Theme documentation [~15min]
2. Gathering inputs
Product DRI
- @user
tasks
-
(Goal & vision) Add a comment in this issue with links to the group/category direction & vision documentation. -
(Theme) Add a comment in this issue with links to the relevant category vision epic/roadmap and/or the location where feature issues are stored.
Design DRI
- @user
tasks
-
(Theme) Add a comment in this issue with links to the group/category JTBD -
(Theme) Add a comment in this issue with links to any relevant actionable/informative insights.
3. Workshop preparation
≥1 day before
the workshop
Facilitator
- @user
tasks
-
Transfer goal & vision inputs as individual post-its into section 1 of the mural board -
Transfer theme inputs as individual sticky notes into section 2 of the mural board. Only_ transfer UX + Feature addition / Feature enhancement, UX Debt, UXR Insights, and SUS Impacting issues from the links provided by the PM._
Workshop (synchronous)
Workshop Itinerary: 2 Hours
Activity | Details | Est. Time |
---|---|---|
Introduction | Overview/goals of workshop | 5 min |
Goal statement activity | Defining the UX goal/vision for the stage:group | 15 min |
Theme clustering | First step to creating themes | 45 min |
Break | ----------------------------------------------- | 5 min |
Theme refinement | Transition clusters into themes, add details, assess for exclusiveness and scope | 45 min |
Workshop playback | Brief walkthrough of the work completed and wrap-up | 5 min |
Post-workshop
Transition themes into GitLab
≤2 days after
the workshop
Design DRI
- @user
tasks
-
Create UX theme issues using the UX Theme
issue template in theGitLab project
-
Set the appropriate milestone range based on the priority you and your PM decide on. -
Label the issues with the appropriate section/stage/group/category labels and include UX Theme -
Place Themes issues in a new epic or existing product epic
Socialize your UX Themes
≤5 days after
the workshop
Design DRI
- @user
tasks
-
Socialize your UX Themes using one of the two methods below: -
Syncronus: Set up a recorded call with the PM, EM, and other stable counterparts in the stage to walk through the Themes. Using this board, filter on your group to remove other team's themes. Walkthrough the Themes left to right, jumping into the theme issues for more definition. -
Async: If counterparts cannot attend, record yourself walking through the themes using this board, filter on your group to remove other team's themes. Walkthrough the themes left to right, jumping into the theme issues for more definition.
-
-
Post the recording to unfiltered and share the link to the group's slack channel as well as the UX Channel for visibility.
Wrap-up
Design DRI
- @user
tasks
-
Close this issue and link it to the epic containing the UX Theme issues