UX Design
UX Design
UX Design
UX Design
The Definitive Beginners Guide
&
UX Design
The Definitive Beginners Guide
Additional Resources 93
Authors
Jerry Cao is a content strategist at UXPin where he gets to put his over-
ly active imagination to paper every day. In a past life, he developed
content strategies for clients at Brafton and worked in traditional ad-
vertising at DDB San Francisco. In his spare time he enjoys playing elec-
tric guitar, watching foreign horror films, and expanding his knowledge
of random facts.
Follow me on Twitter
How to Think Like a UX Designer
As a UX designer, the first skill you must refine is your own thought
processes. Otherwise, you might design the most elegant solution to
the wrong problem. You can learn the right thought processes in a
few weeks mastering them takes a lifetime.
Think about how you solve problems in the rest of your life: you
assess the situation, making sure you understand the needed
outcome. You look at the materials at hand, the constraints, the
time limits, and the people you're working with. You think out
loud. You ask questions. You say "what if...?". You toss out crazy
ideas. You ask for advice. You say, "how will we know if that op-
tion works?" You THINK. Remember that design principles and
pixels are your tools, not your solution.
UX doesnt mean one thing. One of the greatest pitfalls for newcom-
ers is trying to understand UX as a field separate from other related
fields (like web development, technical communication, etc.).
Likewise, your coworkers and clients will frustrate you. They wont
always allow the time you need to research before you design. They
will question the execution while missing sight of the strategy. They
may force your hand towards compromise so they can wash their
hands of the problem.
Checking your ego is the only way youll thrive in todays fast-paced
Agile processes. Great UX designers arent just good practitioners
theyre fantastic facilitators as well. They can guide users to reveal
problems everyone else missed. They can also guide other designers
and non-designers to approach business problems from new per-
spectives.
How to Think Like a UX Designer 11
In order to facilitate good design and think with a clear head, remem-
ber a few ground rules:
The biggest mistake I see all the time from new or aspiring de-
signers is that they assume a design career is all about doing
design. The education they get (College, University, other courses)
teaches the techniques and the practical implementation of design.
But they quickly find out that design is about understanding and
working with people.
people are much better at these soft people skills than others.
But actively developing your people skills will always boost your
early career.
As you can tell, our above assumption carries a high degree of risk.
If you dive into redesign and learn after the first round of usabili-
ty testing that a reworked reporting feature makes no difference,
your team just wasted untold hours and dollars.
Youve now revealed that the team needs to also test the assump-
tion that We might be losing customers due to slight performance
How to Think Like a UX Designer 17
issues with our current reporting feature. In this case, the solution
might not even require any front-end design work.
Specific
Measurable
Actionable
Relevant
Trackable
Technology How well can the development team write the code
so your systems response time feels instant? Do your servers sup-
port enough bandwidth to feed data quickly in real-time? Does
the location of your data centers affect quality of experience in
certain regions?
Budget How much money is the company setting aside for the
project, and how much could they stretch in case unforeseen de-
lays or challenges appear?
1. User Research
The most cost-effective generative research method is user inter-
views. You can conduct them in the office, over Skype, or even
at the users location (contextual inquiry) to better observe their
natural use cases.
2. Prioritizing Requirements
Once youve finished the user interviews, youll want to review
the answers and start identifying patterns. Check those patterns
against any existing quantitative data (e.g. in-app analytics).
Lo-fi MVP prototype created in UXPin by customer LookThink for a healthcare product.
How to Think Like a UX Designer 24
You might start sketching the MVP, then move into a digital plat-
form to create a digital prototype. It doesnt need to be pretty, but
it must function well enough to test with users.
Conclusion
As you test the MVP prototype, you may reveal additional user needs
and need to reprioritize requirements again. Dont be alarmed de-
sign is never a linear process.
While every designers individual process differs, they all follow the
same framework of thinking: question the problem, gain context
through user research, and build just enough to validate existing
assumptions and uncover new needs.
In the next chapter, well dive into greater detail about the activities
and deliverables that help drive decisions as designers progress from
revealing the problem to refining the solution.
Practicing UX:
Tasks and Deliverables
In the first chapter, I laid out the thought processes every budding UX
designer should refine. Now, I explain how those thought processes
manifest themselves in the form of UX tasks and deliverables.
UX Design Stages
Preliminary Research
Prototyping
User Testing
Maintenance
UX Skill Sets
User Research
Interaction Design
Information Architecture
Content Strategy
Visual Design
I organized this list not only to help my students, but also to help
myself.
Knowing isnt enough. You have to practice, and you have to make
sure what youre doing matches the advice of more experienced
professionals. Thats how you learn and retain UX knowledge: think,
practice, reflect.
One of the best resources Ive encountered for this stage is Leah Bu-
leys The UX Team of One.
Buley lays out almost every UX tool you can think of. If youre serious
about learning to do UX, buy the book. There are also a lot of other
good resources out there, but Buleys book is a great one-size-fits-all
approach to UX that also contains a surprising amount of nuance
regarding her own personal process. Because it targets the lone UXer,
its perfect for those trying to establish themselves.
1. Hypothetical projects
These are projects in which you take a known product and rede-
sign it or design a hypothetical product of your own. Or you can
take two products and pit them against each other. The point is to
design a project around a known product to show that you have
something to contribute, even to known brands.
2. Client-based projects
These are projects in which you work with an actual client, either
paid or unpaid, to design a product for them (or redesign one).
To snag a project of this kind, you usually need look no further
than local businesses and non-profits. Reach out to your friends,
relatives, and colleagues for people who need design work and
negotiate a project with them.
Practicing UX: Tasks and Deliverables 31
User stories: Now that you have your personas, you need to now
assign them actions. Each persona usually requires at least a few
user stories, since they represent the most important user actions
and motivations. You can create a Google spreadsheet like this. Its
a fast way to get a birds-eye view while allowing for collaboration.
User flows: For each scenario, this is a sketch of the paths users
take through a product. It can be an actual map or just a simple line
drawing that depicts the ways users navigate through a product.
I tend to use UXPin to make these. Combined with task analysis,
user flows give you a clear picture of how to create the easiest
paths for users to complete goals.
The biggest mistake I see new designers make is not fully under-
standing the problem to be solved or the goal of the design. This
leads to jumping into producing only one solution at a high degree
of precision/fidelity too soon. It's critical to make sure you really
understand the problem, and identify the desired outcome. The
best way to start designing is to explore multiple options at low
fidelity: sketching, task flows, rough prototypes. Then you can
assess which design idea will best solve the problem. Pro tip: its
often not the first, most obvious solution.
At the same time, these deliverables also have a lot of longevity, which
is also why this stage is ongoing. Again: UX is recursive, and not every
Practicing UX: Tasks and Deliverables 36
stage only happens once. This stage, and these skill sets, will be the
most important after the launch of a final product.
After you get a sense of your users, their needs, and your content
structure, its time to make something for them.
The main trick at this stage, of course, is what to make, and when to
make it. To figure this out, you need to think about the relationship
between a prototype, user interactions, and UI elements (the visual
components users will eventually see).
The reason I bring this up is because user testing is the point at which
a lot of well-laid plans oft go awry. Sometimes you have to combine
stages, too, due to time constraints or other considerations.
Keep in mind that user testing is very different than contextual in-
quiry. While the latter is designed to get a broad sense of user needs,
with the former you need at least a low-fidelity prototype to test with.
User testing also is designed to test the usability of an application,
meaning how effective it is at helping users reach their goals. You
must know what users goals are at this point, however, or its hard
to design a usability testing script, which is a key preliminary deliv-
erable for this stage.
Use this free usability test kit to get started (includes test script).
Practicing UX: Tasks and Deliverables 44
(After testing)
how real, live users will interact with your prototype, meaning that
there will probably be some usability problems (and thats okay).
You should always test each iteration of your prototype with users.
If there is one thought to leave you with, it is that you must gain more
than a theoretical understanding of UX to be any good at it. Wheth-
er youre practicing on your own while searching for internships
or launching a second career in a new position within your current
organization, you need to go out there and try these out all of these
tools and processes. And just like in any trade, you will not be equally
good at all of them, and thats okay.
Specialists exist in the UX world just like every other field. Youll find
information architects, content strategists, user researchers, and
prototyping specialists. In fact, there are even people who do nothing
Practicing UX: Tasks and Deliverables 47
Thats the spirit of every good designer Ive ever worked with: theyre
humble, theyre always willing to try new things, and theyre always
willing to admit when they dont know something, (or at least when
theyre uncertain).
Improving As a Designer
Through Others
Not only will you further practice and improve your skills, but youre
also building your network. As UX Director Patrick Neeman mentions
in his blog, the best UX jobs are found through word of mouth.
In this third chapter, I explain three tactics that can help anyone refine
their skillsets (even if you have no formal UX training). Ill describe:
And, most importantly: if they say yes, always take them up on the
offer.
I cant believe how many mentees over the years have asked me if
they can get advice in the future, and then never followed up with
me. Advice from an experienced UX practitioner is the most valuable
commodity on the planet for beginners. You should always learn
from someone with knowledge and mileage.
If you try taking the advice of one mentor and it doesnt work out,
try getting some different advice. As a teacher myself, I can tell
you that no teacher is a perfect fit for every type of student, just as
every student has specific needs that not every teacher can meet.
If youd like to shorten the path to mentorship, you can also con-
sider enrolling in an online mentored course. The classes generally
allocate at least 1 hour a week to meet with a mentor over Skype
(or in-person, if theyre local) to answer questions and discuss
your project.
When evaluating programs, make sure you seek out the opportunity
to work on real projects.
Improving As a Designer Through Others 53
just have to apply to all the programs that seem to offer what you
want to learn.
Here are some questions to ask before you sign on the dotted line,
though:
When it comes to the last set of questions, you must find programs
that fulfill all 4 criteria (since UX requires mastery of all of them).
Even if a program only promises to fulfill 1-3 criteria, or only of-
fers training in specific, limited elements of UX (e.g. prototyping),
consider looking elsewhere for comprehensive beginner training.
taxonomy for their entire website. This works even better if you
can collaborate with the designer who worked on the website. At
the end of the project, present your findings. If you do a good job,
you might even get a reference and some portfolio entries out of
the experience.
Thats why this tactic is the riskiest of them all: you really need the
help of experienced people to break into UX.
Here are a few things I just dont think transfer, no matter how
great they appear:
Improving As a Designer Through Others 57
How you helped the team balance user goals and business goals
Though it may sound like a cliche, one of the top traits a UX beginner
needs is tenacity.
So, youve learned some core UX methods and now you want to
launch a UX career. Maybe youve even done an internship or two
and joined some professional UX organizations. Maybe youve even
had a nibble or two from some hiring organizations about full-time
work.
Below are three tactics I recommend for taking that next leap into
full-time UX work.
Launching Your UX Career 63
And if youve learned something about UX, your first stop on your
journey into full-fledged UXhood might be your current manager.
Youve been doing something for a living thus far, right? Why not
ask if theres some way you can transition into UX within your own
organization?
As with any approach to launching a new career, there are risks in-
volved with this approach. Some of these risks are substantial, and
should be avoided at all costs. Here are some Ive personally expe-
rienced:
Risk:
Your employer says, Great, why dont you just start doing that as
extra work on top of your current full-time job with no resources
and report back to me about it. Thanks!
Response:
Your answer to this should be a polite, but firm, no.
Risk:
Your employer doesnt really have any idea what UX is, but thinks its
the solution to all their problems: Great, why dont you just redesign
our website/mobile app for us from the ground up and let us know
when that gets done. Thanks!
Response:
Your answer to this should be a polite, but firm: I am not a web de-
veloper, but I can work with a developer on this (unless, of course,
you are a developer; then its up to you if you want to take this risk).
Risk:
Your employer says, Great, youll be working under so-and-so who
has convinced me they know everything about UX even though they
clearly have no experience in it whatsoever. Thanks!
Launching Your UX Career 65
Response:
Your answer to this should be a polite, but firm, Id definitely be
open to collaborating with so-and-so, but I really need some creative
control over this project.
Sometimes, for various reasons, its best for you to cut those apron
strings and apply to jobs in new organizations. In order to do so, you
need two things:
2. The time and energy to perform design tests, which are the
main screening mechanism for companies hiring in UX.
Its better to show your complete process for 2-3 projects than
to show beautiful visual designs for 20 projects. Can you filter
feature ideas based on feasibility and viability? Can you trans-
late raw user research into bulleted actions for designers and
non-designers? We hire based upon a designers analytical and
communication skills, not just their visual abilities.
Youll also need to prepare for timed tests in which you are given a
problem and must solve it to the hiring managers satisfaction.
If you cant meet with your friend in person, you can add a comment
on your prototype to ask for their feedback.
entire products, etc). These are also much harder to land than
contract jobs.
Agency jobs: These are jobs with smaller organizations that are
typically devoted explicitly to design, such as web design firms,
digital marketing agencies, and startups built around applications.
These jobs tend to be lower paid than their corporate counterparts,
but are a great way to build your reputation quickly, because your
job is almost exclusively hands-on design.
You feel trained up enough in UX that youre ready for the chal-
lenge of full-time work.
Beware jobs that look like developer jobs, but contain just a few UX
skill sets. And again, ask plenty of questions. Most importantly, be
honest with your skillset.
Even though this might be the Holy Grail of many young entrepre-
neurs, going solo is probably the least viable option for beginners.
First of all, you need clients. And clients are hard to find. Youre
competing against more established businesses for a finite client
base. Clients also need to trust you and your expertise enough to
significantly invest in you.
Second of all, you need a reputation. In the design world, reputations
are built from working with organizations, so you see the Catch-22
here. If youre just starting out, and dont have a lot of formal work
experience in UX, its incredibly difficult to establish the kind of
reputation you need to attract clients. The only real way to do so is
through freelance work.
Launching Your UX Career 72
You find yourself in a network of people who have needs for UX-re-
lated services but dont want to hire for a full-time UX position.
People from all kinds of industries are suddenly realizing they need
someone in their organization who can craft experiences for differ-
ent users, create inexpensive prototypes, and solve messy human
problems.
As with most careers that are currently in-demand, the only thing
stopping you from becoming a UX professional is your own ingenuity.
If you have the fire for helping to build the next generation of digital
products, then go out there and land yourself a position you can be
excited to go to every day.
Paul Boag
Having worked with the web for over two decades, Paul is a co-founder
of web design agency Headscape (which counts Nestle, Macmillan,
and several UK universities as clients). He is also a prolific writer
and speaker.
10 Expert Designers Offer Realistic Career Advice 76
1. Design Inspiration:
My favorite piece of design is the original London Underground
Map.
2. Career Advice:
Honestly, I would avoid giving any advice to my younger self be-
cause I know I wouldnt listen to it!
Make your own mistakes and then when you fail, get up and try
again.
Eva Kaniasty
Eva runs her own company (Red Pill UX) based in Boston, is a regular
at events of the UXPA, of which she is the President.
1. Design Inspiration:
I recently discovered Duolingo, an online language learning plat-
form.
2. Career Advice:
Understand that in a collaborative profession like UX, people are
more important than skills. If you have an aptitude for research
or design, you'll master those skills in time, but having the right
relationships can make or break your career.
10 Expert Designers Offer Realistic Career Advice 79
When I made my initial career change into high tech, I knew very
few people who did the same thing I did. When I went back to
school for Human Factors at Bentley University, it was like a whole
new world opened up for me. Of course, a big part of it was the
learning, but the network of people I ended up meeting was just
as valuable.
Mike Kus
Having started out with graphic design and then making the move to
web-design, Mike has worked with the likes of Twitter, Microsoft, and
Mailchimp to create User Experiences that marry form and function.
1. Design Inspiration:
Hipopotam Studio. I love this site and UI for it's pure creativity &
fun.
10 Expert Designers Offer Realistic Career Advice 80
2. Career Advice:
Learn to separate UI trends from practical/useful UI design con-
ventions. Just because a current trend is widely used, doesn't
necessarily mean it's the best way.
Jack Zerby
1. Design Inspiration:
My favorite product experience lately has been using the Park-
Mobile app around town.
2. Career Advice:
Always consider the final outcome and context for the user/cus-
tomer. What do they need to accomplish and in which context?
Design with those parameters in mind. Know thy user. Just like
with successful marketing, understand their pains, problems,
frustrations, and use their language to communicate.
Laura Klein
1. Design Inspiration:
I think it is the curse of the UX designer that we only ever notice
design that annoys us. Or maybe that's just me. Whichever it is,
I'm always in love with any design that is so simple and integrated
into my life that I don't notice it.
2. Career Advice:
Get two mentors.
So, find two people: someone to help you get your next job and
somebody to help you do your next job.
10 Expert Designers Offer Realistic Career Advice 84
Joshua Garity
1. Design Inspiration:
User Experience surrounds us and extends far beyond the grasp of
the digital web. User Experience as a label has to be seen through
the perspective of context in designed interaction versus the actual
medium or platform.
2. Career Advice:
Be insatiable. Always be present. Dont let a label define you or what
you look to accomplish in life. Look to everyone and everything
for answers even when they dont seem to relate to the question
at hand. You can be anything and everything you want to be.
Lis Hubert
Lis has worked with a number of companies, large and small, to cre-
ate technology products like espnw.com and nba.com, that change
peoples lives in a meaningful way. She also serves as an Advisory
Board Member for Future Insights events.
10 Expert Designers Offer Realistic Career Advice 86
1. Design Inspiration:
One of my biggest inspirations lately has been public space design
in large cities, like New York City, where I live.
I cant help but notice not just how well designed the larger spaces
like Central Park are, but also how convenient smaller spaces are
available to the public wherever I look. I also find myself obsessed
with watching people use parks, and the fields and courts within
them. The reason I look to this ecosystem for inspiration is because
in order to make these spaces successful one has to design for the
experience of such a large, varied group of people to enjoy, what
can be, such an overwhelming and crowded space.
2. Career Advice:
Chill out, for starters.
One thing about being in our field is that we know the importance
of our work, and we want everyone else to know that importance
and get it. So, many times we find ourselves fighting tooth and
nail to get the message out there.
All that matters is that you are passionate about what you can
control, do what you are responsible for (and more if necessary) to
see that passion come to life, and that you enjoy the ride as you go!
Matt Hamm
1. Design Inspiration:
Dropbox continues to rule in UX the app is very seamless.
2. Career Advice:
Document everything!
Pavel Macek
1. Design Inspiration:
For me, one great example of UX design is the Technics turntable
SL-1200, which has been sold for 35 years without major modi-
fications. It's still the most popular turntable for DJs, producers
and musicians.
2. Career Advice:
Don't get lost in all the design methodologies and design patterns.
It's important to learn about design frameworks and have rigid
design process, but the start is always very simple: Who am I de-
signing this for? What does he need to achieve? How can I help
him to achieve that?
10 Expert Designers Offer Realistic Career Advice 90
Then it's just a matter of iteration and learning what works and
what doesn't.
Robert Fabricant
1. Inspiration:
I am continually inspired, provoked and challenged by the NYC
subway system as an amazing, multi-faceted user experience.
I have been a subway rider for (at least) 45 years. You cant truly
know or appreciate the value of an experience unless you have
lived with it, and lived with it over an extensive period of time.
In recent years the subway system has become a platform for ex-
perimentation, both authorized and improvised. Recently, large
touch-screen information displays have started popping up on the
Union Square platform. It is fascinating to watch people interact
with them for the first time, peeling back one more layer on an
experience that connects so many of us together in this great city
(yes it is my home town).
2. Career Advice:
I love to talk to designers about the first moment that you put your
design in front of a person to explore, experience and (hopefully)
enjoy.
In that one moment, even before the person actually engages with
the artifact, you always see it differently. It is like the old expression
about the scales falling from your eyes. You suddenly see (and
know) so many things that were just outside your understanding,
planning and intuition.
And make sure to follow these people on Twitter (and check out their
personal blogs):
Jared Spool
Dan Willis
Laura Klein
Steve Portigal
Karen McGrane
Lou Rosenfeld
Dana Chisnell
Irene Au
Dan Brown
Christina Wodtke
Jeff Sauro
Paul Boag
Jeff Gothelf
www.uxpin.com