![\"UX](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_post-it-notes-720x446.jpg\")
<\/p>\nThis detailed article will guide you through how we facilitate a UX project kick-off workshop here at UX studio. A kick-off meeting is an opportunity to introduce the UX process, list and format of the deliverables, and project control and change management processes. Beginning with pre-preparations and going through follow-up, we will explain the whys, packed with examples and practical information.<\/b><\/p>\n
<\/p>\n
<\/p>\n
This summary will help you decide if it fits what you\u2019re looking for.<\/span> 🙂<\/span><\/p>\n Project kick-off workshops help us get together with the client when a project starts. We do them to make the project start as smooth and fast as we can.<\/p>\n We hold kick-off workshops when a new project starts. It usually takes from one-half to two working days and has a stable core method with tailor-made activities for each client.<\/span><\/p>\n Thinking together with the client plays a key role in a good kick-off. They have the knowledge; we have the UX process. Combined with the best ideas put to work, these powers create the project plan.<\/span><\/p>\n Starting a new project can prove difficult. A UX professional needs time to understand the product and the market, but doesn’t have any. Pressure comes constantly to start designing something they haven\u2019t even figured out yet.<\/span><\/p>\n As a client you know the product and business inside and out. You decided to involve experts, presumably to help do things better and faster. You want to see progress, finally seeing your product go in the right direction. And, of course, you want to trust the design team, and see how they process and understand your product and company.<\/span><\/p>\n What can you both do? Fortunately, kick-off workshops can help:<\/span><\/p>\n These things go really fast, without chit-chat. Let\u2019s see how!<\/span><\/p>\n The following parts explain everything step by step, based on one of our most recent kick-off examples I carried out with my colleague <\/span>Zsolt<\/span><\/a>. For this in-person kick-off, we won\u2019t talk about remote aspects. This project focused on redesigning the onboarding elements and the navigation structure of an existing language-learning application in about three months.<\/span><\/p>\n Here at UX studio<\/a>, we have two fantastic people: a Business Development Manager responsible for getting new projects, and the Studio Leader who helps her with UX professional inputs. They sit down with us for a chat a few weeks before each project to tell us the basics about the client, the project\u2019s goal, and to show us the draft of the project.<\/span><\/p>\n 👉 <\/span>Pro tip: Consult<\/a> your colleagues who have recently done projects in similar areas. That one-line question in your Slack group can kickstart your understanding!<\/span><\/i><\/p><\/blockquote>\n Sometimes the meeting goes longer, but usually a 30-minute pre-kickoff call helps us get to know each other and break the ice. Here we also ask the client to send everything important related to the project.<\/span><\/p>\n In this very project, we had the opportunity to receive a whole Trello board prepared with walkthrough explanatory videos of the product, their plans for the future and most importantly, a bunch of ideas with questions. We couldn\u2019t have wished for a bigger gold mine! 😊<\/span><\/p>\n During the call or in a memo afterwards, invite only a handful of stakeholders to avoid distraction. We usually invite three or four participants (five or six if two of us facilitate). A regular kick-off can last between four hours and two days, but we like to take a day to have time for everything.<\/span><\/p>\n Once you have everything in one place, process and organize the knowledge. It makes for a good start to get the hang of the project. In the case of the language-learning app, we:<\/span><\/p>\n This tunes you into the UX process before it officially starts.<\/span><\/p>\n From this part on, we usually lock ourselves in a room with snacks and water (Zsolt also brings his beetroot smoothie) and prepare everything in one go.<\/span><\/p>\n 👉 <\/span>Pro tip: Assign at least half again as much time for planning and preparing everything as the kick-off workshop itself. We carried out a five-hour kick-off and had spent more than a day preparing.<\/span><\/i><\/p><\/blockquote>\n In this particular project, they asked us to redesign the onboarding process and navigation structure of an existing app to improve retention. So Zsolt and I decided our primary goal for the kick-off would be to find the bottleneck between the users\u2019 and the app\u2019s goals.<\/span><\/p>\n <\/b>As we have walked our many clients through the UX process one by one, we have been assembling a large set of workshop activities. We have collected from many different sources, such as the <\/span>Google Ventures Sprint book<\/span> and the <\/span>Lean UX book<\/span>. I also like <\/span>Jonathan Courtney\u2019s<\/span><\/a> simple yet amazing workshop ideas, as his articles helped when I over-complicated things. (Find our collected resources at the end of this article.)<\/span><\/p>\n We go through our list and select the ones that fit into the picture we already have of the product. We also combine activities, ask for best practices from our team and look for new ones. It requires time and debates, like building a LEGO castle or choosing the right tools.<\/span><\/p>\n For our language-learning app redesign, we chose the following activities to do at the project kick-off:<\/span><\/p>\n 👉 <\/span>Pro tip: Choose carefully and ask simple questions. What poses the main challenge here? Does this exercise really help? Does a better path lead here? How can we improve \/ alter this exercise? How did the others\u2019 in my company choose exercise for this question?<\/span><\/i><\/p><\/blockquote>\n Attach duration to each activity.<\/b> Plan with a decent buffer for each. Practicing an activity a time or two will reveal the perfect duration. (Do a demo for your teammates beforehand to boost your confidence.) Insert breaks, add check-ins with icebreakers and check-out with the summary.<\/span><\/p>\n 👉 <\/span>Pro tip: Take a five-to-ten-minute break every 60-90 minutes between exercises. Open the windows, freshen up, take a walk.<\/span><\/i><\/p><\/blockquote>\n This assembles everything to put together the agenda. Some of us create a sheet for it, some like it more in a document with bullet points \u2014 it depends on you. <\/span><\/p>\n This detailed agenda targets only the facilitator and co-facilitator. Once you finish with it, send a brief outline to the client so they know what\u2019s coming. They can also ask questions or suggest an edit if they have an activity idea. <\/span>Need a sample to get started? Use this sample UX project plan<\/a>.<\/p>\n Make an even shorter version on a large sheet to put on the wall so participants can always see it. We recently wrote an article about\u00a0<\/span>graphic facilitation<\/span><\/a> to help you create nice and useful visuals!<\/span><\/p>\n Do the logistics.<\/b> Seems trivial, but sometimes we forget. Prepare the workshop tools (post-its, whiteboard, large papers, templates, markers, etc.). Provide snacks and drinks, order food or plan to dine out. Clean up the room, get it ready, book it for five or six people for one or two days in a row.<\/span><\/p>\n Due to the many different workshop activities we have at UX studio<\/a>, I\u2019ll guide you through only the assumptions activity<\/strong> in this article, as an example. <\/span>Find three more here<\/span><\/a>.<\/span><\/p>\n 👉 <\/span>Pro tip: Before each activity, always explain the participants its:<\/span><\/i><\/p>\n Start with check-in.<\/b> This quick icebreaker with a fun activity introduces everyone and sets the mood for the workshop. Also set the goal of the kick-off, ask the client\u2019s expectations and go through the brief agenda.<\/span><\/p>\n If someone works long enough on a product, they start to develop unproven beliefs about users, things they like or how to perfect the product. We may treat these beliefs as facts or without any research, say, \u201cI remember a user once said he hates blue, so we shouldn\u2019t use it!\u201d<\/span><\/p>\n The lean UX method forms the basis of the assumptions activity. It collects the participants\u2019 beliefs, finds out their importance and shows any existing proof.<\/span><\/p>\n You\u2019ll need:<\/strong><\/p>\n Time required:<\/strong> Around 25-45 minutes, depending on how much the participants collect.<\/span><\/p>\n 1. Writing individually (7 minutes) 2. Present post-its (3 minutes per person) 3. Put post-its on the matrix (10 minutes) High risk \/ low risk indicates the part where lacking the answer to that statement (How bad would it get if we got this wrong?) proves really dangerous. The known \/ unknown parts of the matrix show the level of understanding we have about that very statement.<\/span><\/p>\n The facilitator selects a post-it, puts it in the middle and the participants start to prioritize it with their instructions. Don\u2019t let people start long discussions. Just ask, \u201cLeft or right? Higher or lower?\u201d Do it until you reach a peaceful consensus.<\/span><\/p>\n 👉 <\/span>Pro tip: Act definitively and feel free to change stuff on the fly. Skip, shorten or pull together parts if you\u2019re losing time. We recently built Assumptions from our user related Fears & Obstacles on on of our workshops as we hadn\u2019t had time for both.<\/span><\/i><\/p><\/blockquote>\n Do it with all the post-its. At the end you should see something like this:<\/span><\/p>\n Our sweet spot after this exercise lies in the top right-hand side corner, the riskiest things we know nothing about. Focus on those in your next steps \u2014 you may want to build hypotheses from them to include in your research. That\u2019s it!<\/span><\/p>\n 👉 <\/span>Pro tip: Swap the facilitator roles for each activity if you\u2019re doing it with another team member. This leaves a facilitator for each exercise so the second person can deal with the post-its and the sorting. It helps keep focus and gets less tiring.<\/span><\/i><\/p><\/blockquote>\n Check-out.<\/b> Once you finish with the activities, always have a check-out round to summarize the kick-off workshop, discuss the necessary details and ask for feedback in an informal way.<\/span><\/p>\n The project kick-off doesn\u2019t finish with the workshop: it’s a vital part of the whole UX process. Don\u2019t forget to<\/span><\/p>\n\n
![\"UX](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_How-might-we-720x478.jpg\")
<\/p>\nWhat happens at a project kick-off workshop?<\/b><\/h2>\n
Why we do kick-off workshops<\/b><\/h2>\n
\n
![\"\"](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/22499108_946530608832356_7265502243149753443_o-720x540.jpg\")
The process: how we plan and execute the workshops<\/b><\/h2>\n
1. Pre-preparations: Getting ready for the UX process<\/b><\/h2>\n
\n
Settle the project.<\/b>\u00a0<\/span><\/h4>\n
![\"\"](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_Project-Schedule.png\")
<\/p>\nContact the client for a call. <\/b><\/h4>\n
Invite kick-off participants and agree on duration.<\/b><\/h4>\n
\n
![\"\"](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/ezgif.com-optimize.gif\")
2. Preparations<\/b><\/h2>\n
\n
First, choose the goal. <\/b><\/h4>\n
Next, select the activities.<\/b><\/h4>\n
How we select methods<\/h4>\n
\n
![\"UX](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_preparations.png\")
Create the Agenda.<\/b><\/h4>\n
![\"\"](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_Monday-Kickoff-720x414.png\")
![\"UX-process-kick-off-cover\"](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/0-Rectangle-Copy-720x341.png\")
<\/p>\n3. Facilitation<\/b><\/h2>\n
\n
Assumptions activity<\/h3>\n
\n
\n<\/strong>Introduce the method to the participants and give post-its. Ask them to write down statements they hold as true about the business, the product and its users. Write one thing on one post-it. Write fast, and don\u2019t overthink it. Go through these questions <\/span>with this worksheet<\/span><\/a> if you get stuck.<\/span><\/p>\n
\n<\/strong>Each participant gets three minutes to talk briefly about their post-its and put them on the wall. No one else may talk here.<\/span><\/p>\n
\n<\/strong>Draw a matrix with two dimensions: a<\/span>\u00a0vertical line from low-risk to high-risk and<\/span>\u00a0horizontal line from known to unknown.<\/span><\/p>\n![\"UX](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_Matrix-720x523.png\")
![\"UX](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_Assumptions-Matrix-720x667.png\")
![\"UX](\"https:\/\/uxstudioteam.com\/ux-blog\/wp-content\/uploads\/2018\/07\/UX-process-project-kick-off_user-journey.jpg\")
4. Follow-up<\/b><\/h2>\n
\n
\n