Leading Design from Strategy to Execution
Goal For Today
To share a design/research leadership example that shows I'll be an asset, in particular, the design and research of a B2B2C product. Design would be the core focus, yet some research is what I could train designers to do.
Why I am the right candidate: I have a strong understanding of B2B2C at scale, I am a servant leader, I believe mentorship/coaching/kindness are the keys to good leadership, and I have 15 years in the UX space as a consultant, individual contributor, and. I have also served many people.
The Problem: Mature a user experience practice and lead 6 Teams
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First Command Strategy
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Strategy & Execution
My Most Recent Position: Design & research Leadership (Associate Director, User Experience) with a special focus on training researchers to be designers. I also led 6 initiatives at my previous job. We created tech products for our business partners (financial planners) who then serviced hundreds of thousands of military families. Additionally, I presented to hundreds of our home office staff about the UX efforts we were conducting.
Initiatives I led/encouraged multiple designers/researcher:
- Field: upgraded financial planning tools (exports to clients)
- Client: upgraded the banking/investment application
- Platform: build and maintain Salesforce
- Workforce: maintain and upgrade
- Intranet: upgraded the internal website for field and the train
- Website: update and add content
Workshops
Design Method Cards
Made with: InDesign, Illustrator, and MakePlayingCards.com
These were created by me with the help a visual designer to let the team have a unifying set of methods to use, share internally in the design group, and externally to the rest of the org.
Approach: Create, Review, Update, and Print
Design System Strategy
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Arming our business partners with the needed info for customers
Strategy: build something that makes Advisor's jobs easier (Write the press release)
Announcing a new way to have clients enter and upload their data to make planning easier! It's all digital, you send a link, and then review with the client!...
Execution:
- Sketches
- Discussions with Stakeholders
- Usertesting.com
- Design + development
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Experience Hours
I created and presented dozens of these to hundreds of Employees and field staff to get people excited and curious about the experience users had with our company. I shared videos and walked through experiences of the 6 different initiatives: Client, Field, Platform, Workforce, Website, and Intranet
Research Strategy and Testing Protocols Creation