Reinis Sudrabs

Tips in successful collaboration between a client and designers

Some time ago I had a pleasure of visiting Latvian Chamber of commerce and industry's organised seminar about a workshop facilitation method that I haven't heard of before. This seminar was an amazing preview of how important is visual communication to successfully describe your own ideas to colleagues or clients

Literally playing

 

LEGO® SERIOUS PLAY® is a workshop facilitation method that first was developed by The Lego Group and since year 2010 it's open source and available to anyone. It's goal is to is to improve creative thinking and communication by creating 3-dimensional LEGO models to help better describe your story or idea. Demo presentation was lead by an experienced facilitator. Meaning that it can't be lead so easily by anyone and a person is required to travel abroad to study for it to become a certified facilitator of this method. Such workshops for companies usually are created from 3 hours and up to 3 full days. And if you know how to facilitate it correctly it's possible to get 100% result instead of 80/20 split where 20% of participants do 80% work. This result can be achieved by participants' hands-on approach where completely everyone's opinion is heard and each of people has a chance to tell their stories by building something.

What did we actually do in this seminar? Long story short - we played with LEGO blocks! Started with building some small ideas to generate some ideas and warm up our fingers and by the end we even got to building and brainstorming about lots of innovations. Each building session was very dynamic and followed by a small presentation or discussion to group. It was amazing how it was possible to reach quality ideas or solutions in such a short amount of time and even not individual ideas, but also taking into account ideas or most important elements from other colleagues. It's safe to say that it wouldn't have been possible with just mere pen and paper. So this day filled with creativity was a good reminder of how important it is to speak your ideas visually in daily tasks and projects with other colleagues or clients.

 

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Usable LEGO blocks for each of the participants in the seminar

 

 

Effective communication in design

 

Research phase

Research phase usually is full of different ideas, data and hypothesis. Each digital project is built on user research to understand how project's goals go together with actual users' habits, beliefs and needs. Findings in such research is usually not too visually representable. Bunch of different numbers from data analysis or many paragraphs of written notes from user interviews - all of this is understandable only to the person conducting the research and it's quite hard to describe it all to stakeholders.

For it all to be at least a little bit useful, it's necessary to summarize it in some sort of visual example. Doesn't matter if they're infographics, pie charts or even structure models like wireframes - anything that can help describe for example why this particular bounce rate number is bad and how that affects the overall user journey in a product funnel of making a purchase.

A few simple methods that can help achieve better visual communication:

 

Shapes

Universal geometrical shapes like squares can tell so much. It's possible to draw them filled or just with a line, with different colors and size and so on. And give each of the shape some meaning that helps describe your thought. A great example of where to use such elements are visualisatons of complex data to show off some user habits in existing product.

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Part of data analysis with user engagement in a specific section

 

Lines

One straight line perhaps isn't telling that much, but when you connect couple of boxes with this line, you get a completely new meaning. It's possible to explain different user journeys, for example in homepage information architecture.

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Simplified user journey visualisation for process of making a purchase

 

Sticky notes

Colored sticky notes is a well known tool for every adult. It's a small idea storage that helps not to forget things. And exactly with this usage it's possible to note important ideas together with your team or a client in interactive online or on-site workshops.

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Results of an online workshop with a client

 

 

Design phase

While project's research phase is something where you work a lot with simple shapes, lines and sticky notes, in design phase it's much easier to express your idea with real visual examples of the possible product. It's crucial to be on a common ground with the client to best represent company's brand, beliefs and overall be on the same page of brand guidelines.

While the whole process is quite visual, it's important to create some kind of a system to arrive faster to decisions. It's inevitable that everyone will have their own opinions of how everything should look like, how this button needs to work and so on.

To make this whole creative process not to go into too much discussions or endless changes, there's couple of visual communication elements that can help in this process:

 

Design system

With design system it's possible to align on most used styles and components even before the major work on design screens have been started. With these guidelines everything will be built constantly and there won't be too much questions afterwards from the developers if some of the elements appear differently in some design screens.

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TRY Dig design system template

 

Moodboard

One of the ways of how to align on possible design vision at the beginning of the project is a moodboard. It's basically a library of examples from different pictures or event competitors from where you can take out the elements that might work for your project.

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Preview from part of tax-free.no project's moodboard before it all is structured and presented to stakeholders

 

Design screen annotations

Since I'm a structured person myself, I try to implicate the same mindset in my designs. With time it's proven that this order helps to better understand both developers and clients what's happening in all of the design screens. It's possible to put a small status label on top of each screen that allows to understand if this design screen is still in progress or it's already approved and ready for development. Also some small note next to the screens points out some functionality in components.

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Annotations and functionality comments in tax-free.no project

 

 

In conclusion

 

Doesn't matter if it's literal playing with LEGO blocks or writing things in sticky notes, visual communication is one of the most effective ways of how to describe complex ideas in your every day job for people in all industries. There's no need to spend too much time in writing long paragraphs of problem or complex solution descriptions if you can communicate it all much faster with visual examples.

Be playful!

 

 

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