UX Designers – influence strategic business decisions using inception in 4 steps

How do you define power? We may subconsciously define it as:

 

Laugh all you want, but deep down, this is what some of us believe is power – something bestowed upon us or others through a title (or a special sword) in an organization. This person can change and approve things – expenses, strategies, roadmaps, UX sketches, etc. 

But is that an accurate perception of power? 

From my experience, I don't agree. I define power differently. Responsibility doesn't necessarily give us power. If anything, it is something we need to worry about. With responsibility comes the need to report what's going on to others to ease their minds that we are handling things appropriately. We become a caretaker.

Power also doesn't guarantee the ability to make fast changes. You can't make a change and expect everyone to get onboard just because powerful you have a "magic wand." From my experience, change doesn't happen through dictates. It happens through a lot of conversations, a lot of thought, and a lot of white boarding.

I believe power comes out of influence.   

 

Experience designers wield a lot of influence – and a lot of power. We help people visualize what they want an intangible experience to look like and feel like. We provide ideas and options for new ways of interacting with a device to access information. We offer different perspectives of a problem and help people further define it and discuss potential solutions.

We have more than a voice in the discussion – we are actively participating to shape the final solution. We directly influence the result. 

Decision making usually is associated with the person who has budget responsibilities. Although UX teams should have some budget responsibility, in most organizations they don't. They offer a service. But that doesn't mean that the service can't influence the team and their solution. 

 

Decision making always includes many people, even in royal courts. There were a number of advisors in those courts – from chamberlains to courtiers, all providing an opinion when requested, influencing the royalty. Not all opinions were held equally at all times; each advisor had his own area of expertise. However, they contributed to the final decision, influencing the outcome. Many of these nobles were held in high respect because they influenced final decisions.

Influence is so powerful, it became the basis of the movie Inception. I love this movie because of its message – the possibility of planting an idea in someone's mind in a positive way (positive thoughts have more power than negative thoughts). In the movie, they achieve this through dreams. 

  

We can all do this too, but not through dreams. We can modify "inception" by using the power of suggestion. 

 

Here are 4 steps to use the power of suggestion to achieve "inception:"

1. Get allies and create a support team for your effort. 

You can't suggest a new idea to a decision maker in any organization if you don't have allies. Allies are usually people in your peer group who are willing to publically support your approach. Run it past them, get their feedback, and revise your idea. You can't be too committed to your ideas – you have to be flexible enough to make adjustments to answer the question: does your approach solve an existing problem? 

Signs you won: Your allies are willing to back you up in a meeting.

 

2. Plant your idea.

Present your idea to the decision maker. Talk about it's benefits and how it will drive revenue. Again, don't be too tied to it. And definitely don't sell it as the best new thing going. Present it as a proposal, as a thought that came to you in passing.

You are painting a picture of possibility and providing the sketch of a vision that the decision maker can adopt as their own.

  • If the vision is too complete and thought thru, the decision maker may dismiss it because it may not solve the problem from their perspective and they don't see room for modifications to suit their needs.
  • If the vision is too sketchy, there is nothing for the decision maker to leverage to visualize a solution for them to use.

You want to leave this idea with this person after the presentation. Remember, what goes into our heads during the day doesn't disappear after a meeting. You can't unsee or unhear anything.  Let that person's subconscious process what you presented. 

Required for the meeting: Your ally is in the room during the presentation and gives you backing, if needed.

Your goal: Plant the seed. Bonus points if the person you present to gets excited about your idea on the spot and wants to talk about it more and critique it.

Signs you won: The decision maker brings up your idea in another meeting when you aren't present. Winning doesn't mean ownership. That's not your goal here.

 

3. Expand the idea for their needs.

Ideally, the decision maker will discuss your idea with you again on his or her own. That is a good sign and shows interest. But if not, you can bring it up again in a week or so. 

Some things to have on hand if the idea comes up:

  • A list of benefits to the user and business – first, list the qualitative benefits. Usually lists like these get people to brainstorm about possibilities.
  • The numbers (revenue, new user projections) - something from the business side of things. If you have this on hand, this helps sell your idea.
  • Sketches of how the concept could work – concrete enough to paint a picture in their imagination, loose enough to allow for additional brainstorming.
  • Roadmap for implementation. What would this take to implement? Be prepared to discuss this from a high-level. 

Let the business owner pull the idea apart and reswizzle it. When people pull apart an idea, that's actually a complement. It means that people care enough to consider it as an option. Let them debate the pros and cons. Don't try to defend your position – let everyone else discuss it.  Put your ego aside and let them brainstorm ways to use your creation. 

Let your allies speak for you. That's why they are in the room. They can also promote your idea if needed. 

Remember, if the execution of the idea shifts, this isn't about the execution. This is about the concept. Where a button goes on a concept is irrelevant – you can adjust that during the final implementation. What matters here is that you are able to convince the team that your approach for change makes sense.

Sign you won: The team is discussing the details. That means you have won their hearts enough to seriously consider its merits. 

 

4. Let the decision maker own it. 

Yes, you heard me right. It may be your idea but you have to let other people own it too. If you aren't the person on the business side with the budget, you are an influencer and need to get them to buy into it. Only the person who manages the budget can make anything happen. Let them own it and drive it home. Support them in any way you can – help them see the vision, get them to buy into what it is, help them sell it, and then help them drive it to implementation.

Sign you won: The idea makes it to the roadmap – the roadmap approved by senior executives.

 

A criticism I often hear about this approach is, "You let them take your idea." It may seem that way on the surface, but that's not really true. Most who participate in the discussions about your idea know who brought it to the team. 

And what are you after, anyway, by suggesting this idea? Determine your own motivations for getting credit. Are you after greater recognition in general? Are you actually after a promotion? What are your true motives here?  

As a UX professional, your goal should be helping users have a better experience. If you achieved this, then you did your job and everyone will see that. You will maintain your rockstar status and expand into the role as an influencer, possibly being included in more visible projects, work with more senior staff, and expand your role.

Inception and influence is about rising above your own success to support the team's success – especially the decision maker. Demonstrate that you want everyone to succeed, and success will come to you.

 

 

UX Designers – influence strategic business decisions using inception in 4 steps

So sad Giant UX is over – where did the time go?

Yesterday, at 4pm I was at the session about the UX Apocalypse by Dan Willis, which was awesome – I learned a lot and it was super entertaining.

The points Dan made inspired me to look at UX as a practice a little differently. I agreed with him – over the past 10 years I have observed UX designers evolving to be facilitators, encouraging teams to contribute their thoughts and ideas. The world is changing with the different types of devices, approaches, and Agile. Agile has influenced a whole different way of thinking about collaboration and transparency in our work.

I loved the illustrated characters in his presentation, especially the dancing stakeholders and the little user pacing with his tablet. I could watch them all day!

He started his talk by asking the audience what they learned. I wish I raised my hand to say "I see dead people" in reference to Alberta Soranzo's talk about what happens to your Internet profile on social media after you die (How will your loved ones experience you? How could you close it down?).

I started remembering a bunch of other talks over the past 3 days and realized how much I learned!

The How-to list includes: 

  • Believing in myself more as a creative entrepreneur
  • Launching a customer-centric business
  • Managing creative teams
  • Facilitating constructive feedback
  • Soliciting feedback from "non-designers"
  • Including "non-designers" in the design process
  • Seeing everyone as a designer
  • Importance to tell the truth
  • Always learn every day
  • Creativity – lots about creativity
  • Motivation to realize I can do anything I put my mind to
  • More…

I'll be processing all of this knowledge for days.

While we were all reminiscing, I got a little sad. I realized this was the last talk of the Giant.

This was it. Nada mas. 

I wanted to show up at the Charleston Music Hall on Thursday for yet one more keynote. I had to make some hard choices during the entire conference – which sessions to attend, and which I would let go. I wanted a way to see and hear the talks I missed while I attended another talk in another hall. I wanted to hang out in Charleston a few days longer (I really love Charleston!). 

I wanted yet another day to get inspired and see the world a little differently.

After the talk, the organizers got onstage and closed out the conference. I then went to my hotel room. But I went back a different person. I was inspired to make some changes:

  • Rebrand/rework Gearmark (that has been on my to-do list for a while, but I wasn't sure what to do with it. Now I have an idea.)
  • Write some blog posts – I have like 10 ideas at least to work on.
  • Revise and finish some online courses I created. I started them but haven't been able to finish, publish and distribute. I now am inspired to get those done.
  • Connect with some of the presenters and exchange some more ideas. They are just awesome people!

I felt energized to get out there and do things and process/create new ideas.

I will have to wait until Giant UX comes back again in 2016 to do this again, or rather, do this again, but differently. I can't wait!

 

——-

Quick update! I forgot to add anything about creating memorable experiences and how that works with the lowest emotional experience vs the most intense emotional experience and the net is what you remember about it. I took so much away from that one!

So sad Giant UX is over – where did the time go?

So excited! I’m at Giant this week!

Charleston is an absolutely lovely city! If I weren't still in love with Dallas (even though some crazy person tried to ram the police station – it's a beautiful city), I would move to Charleston. 

I checked in yesterday for Giant at the Charleston Music Hall and I got so excited! There are so many talks to attend and things to see – I feel like a two year old in a candy store. I want it all! 

And I'm in a cool city with lots of great food too boot! This will be a tremendous week. 

I'll need to figure out which sessions I want to attend. I tried on Thursday and got so overwhelmed with all of the options. So much to learn.

I'm also excited that Charleston is pretty much a walking city. I don't feel like I need to car to find things and get around, or need long cab rides to different parts of the city. So excited about the week!

So excited! I’m at Giant this week!

My presentation theme for the year: UX and Virtual Teams

This year I'm inspired to talk about UX and virtual teams. Why? 
  • How many of your team members work from home? Or from an office location in another city? State? Country? 
  • How often are you on conference calls for work? 
  • How often are you sharing your screen with a team online? 

We don't even realize that we are actively working in virtual environments. It's almost a treat to be in a meeting with teammates in the room and collaborate together.

We talk about the value and importance of collaboration in Agile, but are we really collaborating in these virtual teams?  

Working with a virtual team comes with some benefits – we all get a lot more work done at home or in our offices away from the team because it's quiet and there are few interruptions. Interactions are scheduled so we can plan our work day – when we meet vs when we do our work.
 
But the effectiveness from being virtual comes with a huge price tag – mainly, communication.
 
We like to think that we are all great communicators and use language well to express our thoughts.
 
Even the best of us can fail at this in a virtual environment. Most communication is non-verbal. That's just a fact. To top it off, most of communication is about listening. And this is where communication fails. Listening is hard. It's harder when the person you are talking to is not in front of you.
 
Notice what happens when you get on a phone call next time. Do you attempt to "multi-task" and:
  • Read emails?
  • Answer emails?
  • Work on another project? 
  • Prep for another call?
  • Surf the Web?
  • Attend to social media? (Check Facebook, Twitter, read an article, etc.)
  • Or just other things than be present on the call? 
Sure, video calls can help maintain focus because people are looking at each other, but it's still the same instinct to multi-task. And it's natural to do. If your phone is around, email and social media is just at your fingertips to "keep connected." It's hard to stay focused.
 
It takes time (an average of 15 minutes) to re-orient to a primary task after a distraction such as an email. Efficiency can drop by as much as 40%. Long-term memory suffers and creativity — a skill associated with keeping in mind multiple, less common, associations — is reduced.
–Paul Atchley, You Can’t Multitask, So Stop Trying, Harvard Business Review
 
15 minutes – that could be up to a third of a conference all.  
 
And what about those impromptu discussions or meetings that happen throughout the day? We typically find those to be distractions, but are they really distractions? Or are they really discussions for clarifications to get work done? Or a way to bond with teammates, understand them better, and work better with them in the future?
 
Ideas get lost in virtual communication. People may not be listening. Or read the attachments. Or be open to change or new ideas. It's not anyone's fault, really. It's part of being in a virtual world and adjusting to new ways to communicate with one another.  
 
Advertising and entertainment has uncovered effective ways to communicate to groups of people who aren't present in person – and much of this is centered around the more emotional side of communication.
 
This has influenced 6 strategies to communicate with teams:  
  • Meeting in person isn't the only way - Use your communication tools wisely
  • Makin' friends - Build relationships online
  • Broadcast - Work live and in real-time
  • Nobody reads - Be sure people read your work
  • Make it real - Share your work
  • Call a member of the audience - Keep people involved
Building trust is key to communication, and typically that happens in person. However, it can happen virtually through the 6 strategies listed. I have found that in startups, building trust occurs differently than in larger companies, where institutional knowledge may be more valued – and trusted. That's not a bad thing – just a different perspective. In some ways, it's easier to get that knowledge and be trusted, almost like you know the game's rules. 
 
Generally, change inspires suspicion. And all projects are about change in some way. That's why it's important to meet in person or communicate in ways that builds trust. 
 
It is possible to build trust with a virtual team and inspire them to contribute to conversations, even feel like they are all sitting near each other.   
 
I have a number of stories and examples of how this works. I've been working with virtual teams for a long, long time and have experienced team environments where we are such a tight knit team, when we finally meet in person, we act as a team that has worked together live in a workroom. 
 
I share my insights, thoughts and experience about UX and virtual teams at Agile 2015 on Thursday, August 6 at 2:00pm - UX practitioner? In an Agile virtual team? 6 ways to bridge the distance. Hope to see you there!!

 
 
My presentation theme for the year: UX and Virtual Teams

And the winners of the EMERGE hackathon are…

Last night, I went to see the demos for the EMERGE wearables hackathon to see who won. I'm nosy like that.

I had a great time watching the various presentations and what everyone came up with in 2 days. Some individuals brought technologies with them to showcase. Although they were cool, that wasn't really in the spirit of a hackathon. But we all got to see some cool products in process.

There were 2 winners who had a hardware and software solution – one winner for the weekend, one winner to attend the EMERGE accelerator program, which starts today.

The winner for the weekend (Incident Track) was a father/son team who created a way for first responders to find people in a building (the judges strongly encouraged them to continue with that project. It was pretty cool!). They found a way to track individuals wearing a device and who indicate if assistance is needed. Basically, someone could be found if lost in a building.

The winner of getting a spot in the EMERGE accelerator program (Emergency Response System) were 3 guys who created a dashboard and monitoring device that tracked a first responder's temperature and other personal metrics, which allow a chief to know where his team was, how they were doing, if they were in trouble, or could go save someone nearby. It would help them manage and plan a rescue. It was a great demo/prototype! (And guys, if you need some initial UX advice on what a dashboard could look like – let me know!)

There were some other interesting projects as well…

  • Pascalor was a wearable patch that would help a first responder to know at a rescue or disaster scene quickly if someone were a-ok, needing watch, needing emergency assistance, or dead (sometimes, you just don't know). Basically, it would leverage definitions for temperature, pulse, breathing rate and some other metrics to quickly determine the level of distress of someone. I could see how, over time as technology improved, this patch could be wireless and disposable. For now, it would be wired. Unfortunately, it was pretty much built before the hackathon. But it's a great concept!
  • Go Compass was a compass device that could be worn and wouldn't be a feature on a cell phone. It could work without phone signal and be programmable. Pretty interesting!
  • First was a dashboard/software product that would aggregate various feeds from other sensors and systems. It was an interesting concept and business model, but there was no demo for it, which was unfortunate. However, there was screen mockup which was intriguing. 
  • Breeze had 2 parts to their presentation – one was a device that would use water as a filter to breathe cool air. It was also developed before the hackathon. Breeze developed a concept where a drone could respond to a victim in water, providing a floatation device and serve as a beacon to get help. That was interesting! I wish I saw that in action.

I enjoyed watching the demos the most (actually, I wanted the individuals to get thru the business/value props to see what they created). It has been a long time since I was around individuals who created tangible things. I think that last time I was around anything like this was when I was at MIT. They would have the 6.270 robotics competition or robot wars and such. My friends were always tinkering creating devices or designing chips. Creation was about real things.

I ended up in the non-tangible after I decided to be a writing major and later an English major at another school. After that, I entered the world of software, and then the Internet (talk about being in the world of not tangible!). I haven't been around anyone making anything tangible in a long long time. It was a refreshing experience!

(Even at HP, I was sheltered in the world of marketing and didn't get to see actual product being developed.)

I wish everyone who participated the best in their pursuits. I look forward to the next hardware hackathon – either I'll participate or at least swing by to watch the demos and see the creations.

Great job, everyone! Love the innovation!!

 

And the winners of the EMERGE hackathon are…

Expanding wearables beyond the iWatch, EMERGE, and a hackathon this weekend

Wearable technology will have a huge impact in our lives. The concept of wearables allows the common perception of technology to emerge from communication and entertainment purposes to more practical and beneficial uses.
 
I’m not talking about the iWatch. Although cool and very James Bond/007, that is still technology with mainly communication/entertainment uses. It's a luxury item. 
 
I like writing about technology that adds value to our lives. I have admitted in the past that I'm not a fan of wearables – but that's because I prefer to see technology that improves our life (not a gadget to possess and make your friends jealous). I love home technologies for that reason. And I'd love to read more about wearables that are helping us do more in the world – like explore the ocean or space.
 
A few weeks ago, I met with Molly Cain and Clarisa Lindenmeyer at Tech Wildcatters to get their insights about the myths that women hear that prevent them from starting companies. One topic that came up was women in STEM. They told me that wearable technology may attract more interest from women and shared a story about this team of I believe 17 women who worked on a suit that kept track of temperature and a number of other factors to keep someone safe (I believe it was for first responders or possibly space – I need to re-read my notes). (More on this in a future article in the series I'm writing in InPowerWomen.com when I get to the section about STEM.)
 
Tech Wildcatters started a new accelerator focused on wearables, EMERGE, which is a partnership with the Department of Homeland Security Science & Technology.
 
This weekend, EMERGE is sponsoring a hackathon to encourage ideas for wearables for first responders. (I probably should have gotten this out earlier in the week, but better late than never, right?)
 
This should be an exciting weekend to see what people come up with! I almost want to crash at the end of the weekend to hear the ideas.
 
Two immediate ideas I would contribute to a group if I were to attend the hackathon:
  • A suit made of a fabric could protect him from extreme heat (and light enough so it wouldn’t hold him or her down while doing his job and adapt to changing temperatures)
  • Sensors that would let him see where people were – if under rubble or hidden during a fire (something in glasses maybe? or contact lenses?)
I could tell you how to use these items, but I’m not sure I could tell you how to start creating them. But this is why hackathons exist – technologists in different disciplines come together to collaborate and create something new. 
 
When I consider wearables beyond that iWatch/entertainmnet/communication use, I have a few other ideas. And again, technology uses beyond communication and entertainment excite me because technology should make our day-to-day life simpler, safer, and better.
 
Technology shouldn't be just a curiosity to one-up friends. It should benefit our lives in some way. 
 
Transportation
  • Build a virtual dashboard in a motorcycle helmet that someone could use voice commands to manage. It could show a 360 view of what's around the driver and possibly let him know of traffic that is a little too close for comfort and a threat.
 
Medical
  • Imagine putting on a medical gown and it scanned your body for symptoms before the doctor arrived to examine you? Talk about making the process easy.
  • Or wearing glasses that could refactor anyone's vision to 20/15 immediately after a quick eye scan?
  • Prosthetics that could help someone experience touch in a missing limb. I’m not sure how this would link to the brain, but it could have sensors that mirror feeling. (This may exist today…I would need to confirm)

Fitness

  • Exercise clothes that regulate your body temperature (great for hot or cold climates) and prevent sweat in the cold so you don't get hypothermia. This is for more extreme sports, but could be amazingly useful for fitness and other uses (like first responders).
  • Shoes that track the steps you take. Rather than the fitbit tracking what you do with movement (and if you speak with hand gestures, you can be in trouble and “walk" much further), track where you step – in your feet. Imagine fitness shoes coming with a tracking device to track your movements and strength? I'd sometimes like to know how much force I use when I work out.
 
Fashion (more convenience and less life or death use):
  • Heaset/earrings combo. I'd love this! I wear earrings almost every day. It would make life easier if I could touch my earrings and accept a call. So convenient! This could extend to necklaces as well to be like the LG headset. (And yes, this kinda puts me in the curiosity camp…I think…)
 
What are your ideas for wearables and how they could change our perception of technology and have a simpler, safer, easier life?
 
And if you attend the hackathon (first prize is $25,000 and automatic entry into EMERGE), I look forward to reading about your creation!
Expanding wearables beyond the iWatch, EMERGE, and a hackathon this weekend