Working with Clients

How not to work with clients

  • Clients hand you a set of wireframes.
  • Together you create a schedule of deliverables.
  • Speed up if running over-schedule.

How to work with clients

The Vision

How to get the client's vision

TypeDefinitionPurpose
4-Panel Storyboard An illustrated example to articulate vision of app for developers and potential users Client creates to shows customers the idea, and developers where to start
Demo An example of the app being used Client writes to show feasiblity and value of app to customers; first thing developers build
User journey A visualization of the steps a user takes to accomplish a goal More detailed version of four-panel

Scenarios

  • Four-panels, demos, and user journeys are scenarios.
  • A scenario is a story about how a specific user in a specific situation accomplishes some goal, thanks to the new app
  • Key elements:
    • characters
    • conflict
    • plot
    • resolution

User Stories

User stories

User Story Examples

  • A shopper can add items to a list in order to know what to buy when at the grocery story
  • A parts vendor can upload a price list spreadsheet to update a catalog page in order to avoid entering data twice
  • Some nice examples emphasizing roles and goals

Backlogs

Backlog

  • A list of user stories
    • Not activities or tasks like coding or meetings
  • Prioritized.
    • Stories done in order given.
    • Avoid labels like "must have" vs "should have".

Example backlog

Family Checkin App

  • A parent can create links for family members to share locations.
  • A family member can see most recently logged locations of other family members.
  • A family member can log their current location with one click.
  • A family member can tap on a map to log where they’re going to.
  • A family member can label a location, like “Johny’s house”.
  • A family member can post a note to the family.
  • A family member can read posted notes, newest first.
  • A family member can push an urgent notification to the family.

Task Board

Task Board with Client Review

Ready to do: selected for this week's iteration
Ready to review: tested, pushed, waiting for client approval

Task Board with User Testing

A story is done until when it passes user testing.

Backlog to Task Board

  • User stories are tokens for conversation, not specifications.
  • When selected in planning, define new UI, test examples, and (ideally) user test scenarios.

Task Board Flow

  • Move stories move from left to right until completed
  • Clear board and start over on each iteration
  • Limit work in progress
    • If two stories in Doing, help a teammate finish one rather than start a new one

<More to come!>

Thanks to Hakim El Hattab for RevealJS