Category:User experience -> UX strategy -> Meeting -> First steps
First steps (from Adaptive Path)
Planning
- Ask the client about review cycles
- Who will be involved in reviewing the work and how long will they need to digest and give feedback?
- Plan for a mid-point triage period
- Unstructured time for resolving lingering design questions
- Identify dedicated roles on the client team
- Who has project management responsibilities and sign-off responsibilities?
Pre-kickoff
- Agree on a file naming convention
- [client]_[deliverable]_[OPTIONAL subpart]_[date].ext
- Agree on the software you’ll be using as a team
- Create a big calendar
- Put basic timeline on calendar, including week number, deliverable dates, work holidays, and when people will be unavailable
- Set up your project management system
- Create a message for each deliverable and keep a history of the deliverable in the comments of that message, with the latest version always attached in the body of the message
- Set up recurring meeting with project sponsor
- Decide on issue management protocol
- Will there always be an issue list that lives in some discoverable place? Who has final say on whether an issue is closed, and on what schedule will issues be reviewed?
- Identify known risks
- Create “this week” and “next week” signs
- Put whatever you’re supposed to be working on this week in the “this week” spot. Put whatever you’re supposed to be working on next week in the “next week” spot.
Week 1
- Review the plan with the client
- Talk through the statement of work, pointing out maximums and minimums. Explain what each activity and deliverable is. Call attention to points in the project that are likely to be sticky.
- Get a list of everyone who will be involved in any way
- Gather inspiration
- Screenshots, clippings from magazines, photos, anything.
During
- Communicate a lot
- Use the back channel. Call people up and ask them how they think it’s going. Give senior or influential people previews before any “big reveals” to avoid unpleasant surprises.
- Think in terms of “us” not “them”
- Help the rest of the team be successful
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