Project Assessment

 
Initial Call

Call with your project stakeholders to discuss the project and determine if it is a good fit for our process.

 

1. Discovery Phase

The first step in any new engagement is a short meeting to discuss your business, your goals, and what success looks like for the project.

1.0
Phase Kickoff Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda:
— Review Project Goals and Success Measurements
— Prioritization of Critical Tasks
— Overview of Phase Roadmap and Schedule
1.1
Current Product Orientation

Series of meetings with your team to document the current state of the product and the ecosystem it exists in.

Activities include:
1.1.1 — Current Website or App Assessment
1.1.2 — Usability Review
1.1.3 — Landscape Analysis
1.1.4 — Competitive GAP Analysis
1.1.5 — Research Synthesis
1.1.6 — Internal Review & Approval
1.1.7 — Current Product Orientation Summary Meeting
1.2
Interviews

Series of meetings with your team, partners, and customers to understand and document their views about the current product, and expectations for the future state of the product.

Activities include:
1.2.1 — Interview Script Preparation
1.2.2 — Stakeholder Interviews
1.2.3 — Partner Interviews
1.2.4 — Customer Interviews
1.2.5 — Customer Surveys
1.2.6 — Research Synthesis
1.2.7 — Internal Review & Approval
1.2.8 — Research Summary Presentation
1.3
Target Market Definition
Activities include:
1.3.1 — Actor/Role Definition
1.3.2 — Value Proposition Definition
1.3.3 — Internal Review & Approval
1.3.4 — Target Market Summary Presentation
1.4
Discovery Phase Delivery Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda
— Review Discovery Phase Activities
— Executive Summary Presentation
— Overview of Definition Phase Roadmap and Schedule
 

2. Definition Phase

2.0
Phase Kickoff Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda:
— Review Outcomes of Discovery Phase
— Prioritization of Critical Tasks
— UI Kit / Design Systems Overview
— Overview of Phase Roadmap and Schedule
2.1
User Journey & Task Outlines
Activities include:
2.1.1 — User Journey Definition Meeting
2.1.2 — User Journey & Task Outline Creation
2.1.3 — Client Review Meeting
2.1.4 — User Journey & Task Outline Revisions
2.1.5 — Internal Review & Approval
2.1.6 — User Journey & Task Outline Delivery Meeting
2.2
OOUX Workshop
Activities include:
2.2.1 — Full-day Object Mapping Workshop
2.2.2 — Object Map Documentation
2.2.3 — Client Review Meeting
2.2.4 — Object Map Revisions
2.2.5 — Internal Review & Approval
2.2.5 — Object Map Delivery Meeting
2.3
UX Flow Documentation
Activities include:
2.3.1 — UX Flow Discussion Meeting
2.3.2 — UX Flow Document Creation
2.3.3 — Client Review Meeting
2.3.4 — UX Flow Document Revisions
2.3.5 — Internal Review & Approval
2.3.5 — UX Flow Delivery Meeting
2.4
Low-Fidelity Wireframes
Activities include:
2.4.1 — Screen Definition Work Session
2.4.2 — Wireframe Screen Design
2.4.3 — Client Review Meeting
2.4.4 — Wireframe Screen Revisions
2.4.5 — Internal Review & Approval
2.4.6 — Wireframe Delivery Meeting
2.5
Definition Phase Delivery Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda:
— Review Definition Phase Activities
— Executive Summary Presentation
— Overview of Design Phase Roadmap and Schedule
 

3. Design Phase

3.0
Phase Kickoff Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda:
— Review Outcomes of Definition Phase
— Prioritization of Critical Tasks
— Overview of Phase Roadmap and Schedule
3.1
Design Systems Creation
Activities include:
3.1.1 — UI Look & Feel Workshop
3.1.2 — UI Component Design and Development
3.1.3 — Client Review Meeting
3.1.4 — UI Component Revisions
3.1.5 — Internal Review & Approval
3.1.6 — Design System Delivery Meeting
3.2
User Interface Composites
Activities include:
3.2.1 — Screen Definition Work Session
3.2.2 — UI Screen Design
3.2.3 — Client Review Meeting
3.2.4 — UI Screen Revisions
3.2.5 — Internal Review & Approval
3.2.6 — UI Screen Delivery Meeting
3.3
High-Fidelity Prototype Creation
Activities include:
3.3.1 — Screen Definition Work Session
3.3.2 — High-Fidelity Screen Design
3.3.3 — Client Review Meeting
3.3.4 — High-Fidelity Screen Revisions
3.3.5 — Internal Review & Approval
3.3.6 — Prototype Delivery Meeting
3.4
Design Phase Delivery Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda:
— Review Design Phase Activities
— Executive Summary Presentation
— Discussion of Development and any Next Steps
 

4. Development Phase

4.0
Phase Kickoff Meeting

Meeting between our team and your critical stakeholders to discuss the project goals, process, and timeline.

Typical Agenda:
— Review Outcomes of Design Phase
— Prioritization of Critical Tasks
— Overview of Phase Roadmap and Schedule
4.1
Website / Prototype Development
Activities include:
4.1.1 — Front-End Development (HTML, CSS, & presentational JavaScript)
4.1.2 — Functional Prototype Deployment
4.1.3 — Client Review Meeting
4.1.4 — Functional Prototype Revisions
4.1.5 — Internal Review & Approval
4.1.6 — Functional Prototype Delivery Meeting
 

5. Ongoing and Fractional Support

5.1
Implementation Support
Activities include:
5.1.1 — Design Systems Implementation
5.1.2 — Front-End Design and Development Support
5.1.3 — General Visual Design Support
5.2
Design Leadership
Activities include:
5.2.1 — Strategy and Design Leadership
5.2.2 — Design Operations Consulting
5.2.3 — UX Process Leadership
5.2.4 — Ad-hoc Workshops and Training
 

6. Usability Testing

6.1
Moderated Testing
Activities include:
6.1.1 - Kick off Meeting
6.1.2 - Test Plan/Test Script Creation
6.1.3 - Prototype Assessment
6.1.4 - Participant Recruitment/User Testing Sessions
6.1.5 - Affinity Mapping
6.1.6 - Research Synthesis/Executive Summary
6.1.7 - Internal Review & Approval
6.1.8 - Research Summary Presentation
6.2
Unmoderated Testing
Activities include:
6.2.1 - Kick off Meeting
6.2.2 - Test Plan/Test Script Creation
6.2.3 - Prototype Assessment
6.2.4 - Participant Recruitment/User Testing Sessions
6.2.5 - Affinity Mapping
6.2.6 - Research Synthesis/Executive Summary
6.2.7 - Internal Review & Approval
6.2.8 - Research Summary Presentation