In this edition of Ask UXmatters, our expert panel addresses scoping UX projects and what functions are within and outside the scope of User Experience. It seems that the definition of User Experience is constantly expanding. First, our experts discuss how the business community currently perceives the practice of User Experience in relation to their business. Then, we’ll explore some specifics such as:
defining the scope of the project work an organization need to do
how to manage change
matching the skills of team members to the work
how to accomplish the work within the allocated time and budget
One panelist asks us to consider whether it really matters if something is within the defined scope of User Experience.
In my monthly column Ask UXmatters, our panel of UX experts answers our readers’ questions about a broad range of user experience matters. To get answers to your own questions about UX strategy, design, user research, or any other topic of interest to UX professionals in an upcoming edition of Ask UXmatters, please send your questions to: [email protected].
The following experts have contributed answers to this month’s edition of Ask UXmatters:
Leo Frishberg—Principal, Phase II
Pabini Gabriel-Petit—Principal Consultant at Strategic UX; Publisher, Editor in Chief, and columnist at UXmatters; Founding Director of Interaction Design Association (IxDA)
Adrian Howard—Generalizing Specialist in Agile/UX
Jordan Julien—Founder of Hostile Sheep Research & Design
Cory Lebson—Principal Consultant at Lebsontech; Past President, User Experience Professionals#8217; Association (UXPA); author of The UX Careers Handbook
Q: With the ever-expanding definition and scope of User Experience—encompassing UX research, UX design, usability, customer experience, brand experience, service design, and more—how do you determine what’s in and out of scope?—from a UXmatters reader
“We can interpret this question in two different ways,” notes Pabini. “Our experts have considered both of these perspectives:
scoping the UX effort for a particular project
the scope of the UX discipline’s responsibility for a project or within an organization”
“There is a bit of a logical fallacy in this question,” replies Leo. “Yes, User Experience is a broad discipline—that hasn’t changed in more than 15 years. However, organizations are perhaps starting to recognize this discipline more these days. Nevertheless, that doesn’t affect how we scope projects.
“Scoping projects has always been a challenge, regardless of the breadth of the discipline. And, hidden in the reader’s question are a couple of additional concerns:
How to manage change throughout the lifecycle of a project—The quick answer is to follow an effective intake process with your stakeholder or prospective client. Intake begins with the first contact: what do they say they need you to do? Depending on their UX-maturity level, their words might not mean what you think they mean. Should you have the opportunity to engage with a stakeholder or prospect further, asking a clear set of clarifying questions about their actual needs—as opposed to focusing on the words they’re using—should reveal the scope of effort they require from you.
For an outside agency or freelancer, how to scope a project competitively—If you’re really interested in winning a client’s business, spending time researching who they are—by exploring their online presence, networking, and learning from possible clients of theirs—adds dimensionality to your analysis of what they really need and is a source of value you can add to your discussions with them. Knowing your prospect is one of the best ways to turn them into a client.
“In my practice, I have a laundry list of deliverables or services I can offer to a prospect. I use this list in several ways:
as a checklist to remind me of the various services I could offer—Of course, I need to consider whether a given service might be appropriate to the project.
to consider the cost associated with each service—My firm might not be competitive in all areas, so if the prospect’s needs bias toward services I’m not tuned to deliver, I can quickly refer them to others who might be more suitable.
as a way of engaging the prospect in a conversation about their needs—Do they really need ‘wireframes and redlines,’ or do they, for example, actually have a more fundamental need to improve developer understanding of the desired experience?
as the scaffolding for scope management—If I win the prospect’s business, we need to agree on the services up front, but each of us reserves the right to review those services as we move into the project. By keeping the full list of services in plain view from start to finish, we—the client and my consultancy Phase II—can manage the project’s scope transparently.”
Defining Project Scope
“There are essentially two ways of defining scope,” answers Jordan. “You can define project scope based on:
Best practices—In the project-management world, people generally refer to taking this approach as a time-and-materials project. Such projects have a specific goal such as: create a Web site. User Experience is an important component of building a Web site, but the term User Experience can cover a multitude of different processes and deliverables. Most project managers don’t have the expertise to propose a detailed list of UX tasks that you should include on a given project. The best project managers request a proposal from the UX professional who is assigned to the project. In such cases, you can propose whatever you think is the best approach. You’ll likely have to refine and adjust your proposal until the team and clients are all aligned.
An allocated budget—This is what we call a fixed-budget project. In such cases, you’ll likely receive a budget that stakeholders have allocated to the UX-design portion of the project. Again, User Experience could mean almost anything to them, so defining what’s in scope is important. Having a budgetary constraint—or even a timeline constraint—can help you determine what UX activities could be in scope and what couldn’t possibly be in scope. For instance, if a software project allocated $10,000 to the UX portion of a project, that budget is unlikely to support usability testing. The great thing about fixed-budget projects is that they’re often based on an annual or quarterly client budget—meaning, there are often additional funds available for a good reason. With projects like these, it’s tempting to offer only services and deliverables that fall within the allocated budget—as opposed to what’s right or desirable for a project. I’ll often propose what fits within the budget, then also provide the business case for doing anything that isn’t within the budget. For instance, if usability testing would be desirable, I’ll write a business case outlining the value it could bring to the table along with its associated costs. Most of the time, clients won’t find the extra money or time, but sometimes they do, and they always appreciate the advice.”
Do You Really Need to Answer This Question?
“Short answer: you don’t need to,” says Cory. “There are two factors at play here:
What work needs to get done—This includes both activities that fall under the umbrella of User Experience and, more generally, anything else that is necessary to complete the project.
What skills you or your team must possess to get the work done—If you have the time and inclination to do certain work—whether it’s a core UX activity, a more tangential UX activity, or a task that’s completely unrelated to User Experience—do it to get the project completed. If neither you nor your team has the right skills to do any work that needs doing, either start building up those skills internally, bring on someone who has the right skills, or contract out that specific aspect of your project.”
What’s Under the UX Umbrella?
“There are lots of ways to read this question,” concludes Adrian. “Because the answer is easy, I’m going with this interpretation: which of these practices should User Experience own? The answer: I don’t care.
“The list of things that sit under the UX umbrella has always been too large for any individual to be equally good at all of them. The job titles and roles of the people who perform UX activities has changed over the last 25 and will likely change again over the next 25 years.
“I do not care whether Customer Experience, User Experience, or Product Management owns customer interviewing. I don’t care whether somebody whose job title is User Researcher, UX Designer, Product Manager, or Startup Founder conducts the interviews.
“I care that people understand when and where customer interviewing is necessary. I care that it is done well. I care that the team acts on the learnings from customer interviews.”
“The discipline of User Experience is expansive,” agrees Pabini. “When I redesigned the UXmatters Web site in 2016, I created an infographic representing what were then the professions that fell under this discipline. That infographic provides the backdrop for our site’s home page. Since then, the discipline of User Experience has continued to grow, adding new specialties such as design ops and research ops. We’ve also seen the emergence of more fine-grained specialties such as motion design, which some might simply consider a subset of graphic design. As the software industry continues to evolve, I’m sure User Experience will adapt to meet its needs—and that likely means we’ll see more new UX specialties in the future.”
Dr. Janet M. Six helps companies design easier-to-use products within their financial, time, and technical constraints. For her research in information visualization, Janet was awarded the University of Texas at Dallas Jonsson School of Engineering Computer Science Dissertation of the Year Award. She was also awarded the prestigious IEEE Dallas Section 2003 Outstanding Young Engineer Award. Her work has appeared in the Journal of Graph Algorithms and Applications and the Kluwer International Series in Engineering and Computer Science. The proceedings of conferences on Graph Drawing, Information Visualization, and Algorithm Engineering and Experiments have also included the results of her research. Read More