This content originally appeared on NN/g latest articles and announcements and was authored by Matt Brown
Summary: A lack of agreement on goals and other basics can derail an entire workshop. Hold a call prior to the workshop to establish these basics in advance.
A large financial institution once hired a UX agency to facilitate a 5-day UX-design workshop. Due to a recent change in the institution’s policies, it was now able to accept a new type of banking customer, dramatically increasing and broadening its pool of potential customers. The goal of this workshop was to redesign the institution’s primary banking-application flow to appeal to this broader audience.
The agency assigned a facilitator to work with the main point of contact –- a project manager at the financial institution. Together, the two planned the workshop. They agreed on the goals and envisioned 5 days’ worth of activities to lead them to the desired outcomes. They also strategically assembled a diverse group of stakeholders who were well-positioned to solve the problem and identified a week when all group members could clear their calendars and focus on the workshop.
The week arrived. The team convened in a brightly lit conference room, surrounded on all sides by invitingly blank whiteboards. The facilitator rose in the front of the room.
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This content originally appeared on NN/g latest articles and announcements and was authored by Matt Brown
Matt Brown | Sciencx (2022-08-28T16:00:00+00:00) Day-0 Calls: Avoid UX-Workshop Disasters by Aligning on the Basics in Advance. Retrieved from https://www.scien.cx/2022/08/28/day-0-calls-avoid-ux-workshop-disasters-by-aligning-on-the-basics-in-advance/
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