A robust UX writing framework and presentation template for the product team to use to showcase innovation, communicate project wins and achievement.
Platform Delivery presentation
Business stakeholders needed a concise overview of what work had been completed, on a monthly cadence. This presentation framework provides a robust template for design & product management to share progress on innovative product development initiatives.
This presentation helps C-suite executives understand product development progress initiatives, while also giving solutions teams an overview of upcoming features to help share with potential new clients, improving business development opportunities.
This presentation helps C-suite executives understand product development progress initiatives, while also giving solutions teams an overview of upcoming features to help share with potential new clients, improving business development opportunities.
The Challenge
Teams of 30+ individuals with different roles/skills didn’t have a consistent mechanism to report on completed initiatives.
We needed to introduce a presentation framework to achieve consistency for how the business carried out this reporting activity.
We needed to introduce a presentation framework to achieve consistency for how the business carried out this reporting activity.
Actions
1. UX Writing Framework
2. Presentation template setup
3. Coaching workshop
4. Refinement
5. Communication
2. Presentation template setup
3. Coaching workshop
4. Refinement
5. Communication
UX Writing Framework
For effective storytelling, we started with the CAR method (Challenge, action, result) and then adapted it with additional content as needed.
It was important we stated who each feature was for, how the new solution solved their pain, made their lives better or impacted the bottom line.
As this was targeting C-suite stakeholders who needed to quickly scan and understand the context at a glance, concision and clarity were important factors.
It was important we stated who each feature was for, how the new solution solved their pain, made their lives better or impacted the bottom line.
As this was targeting C-suite stakeholders who needed to quickly scan and understand the context at a glance, concision and clarity were important factors.
Presentation template setup
I used Figma to set up a slide template master component, then dropped instances of it into the appropriate structure within the document. This ensured that every product squad had their own area to populate their slide content.
I then used Figma comments and the tagging feature to assign areas of the deck to be populated by each squad lead.
I then used Figma comments and the tagging feature to assign areas of the deck to be populated by each squad lead.
Coaching workshop
With any new reporting task, it’s important that everyone understands what’s being asked of them and they feel confident populating the slides on their own.
I facilitated a collaborative workshop where we talked through the UX writing framework, showcased populated examples to show what a good job looks like and allowed designers a forum to ask questions.
This helped them fully understand the ask, building confidence and autonomy for them to complete it each month in line with stakeholder expectations.
I facilitated a collaborative workshop where we talked through the UX writing framework, showcased populated examples to show what a good job looks like and allowed designers a forum to ask questions.
This helped them fully understand the ask, building confidence and autonomy for them to complete it each month in line with stakeholder expectations.
Support multiple devices
Designers quickly gave feedback that the template didn’t have enough support for the type of projects they were working on or the ability to show multiple screens at once.
I added more component variants so designers had more flexibility when crafting their slides, such as dual displays, custom handhelds and newer iPhone & Android models with the camera notch accounted for.
I added more component variants so designers had more flexibility when crafting their slides, such as dual displays, custom handhelds and newer iPhone & Android models with the camera notch accounted for.
Introduction of project metadata
It was important to give credit to the right people, as well as highlighting who is responsible and accountable for each capability. This also helped stakeholders know who to contact in case they want to find out more to roll it out for other clients.
We further introduced the overall delivery status, and which strategic outcome it was aligned to.
We further introduced the overall delivery status, and which strategic outcome it was aligned to.
Metrics communicate design impact & value
New components offered the flexibility to turn metrics on/off if needed. This helped draw attention to impactful work the team had completed, improving the way we communicate to the wider business in a language they understand.
Sharing with wider business stakeholders
Once the slides had been completed, the prototype links could be shared so that a deep link could be embedded within the wider product roadmap.
This highlighted which initiatives were ready to build as well as which were delivered and ready for other clients on the platform to start benefitting from on their website.
This highlighted which initiatives were ready to build as well as which were delivered and ready for other clients on the platform to start benefitting from on their website.
