NDA Protected ︎

The nature of my work at Connected is confidential and bounded by NDA. Below is a sample ︎discovery project and the methods commonly used in my practice.




1.0 Immerse


1.1 Project Kickoff

An in-person or remote meeting with project stakeholders to align on the project north star, activities (See Connected Playbook︎︎︎), gather resources, setup tools and establish collaboration cadences. 
1.2 Stakeholder Workshop

An in-person or remote workshop featureing a series of individual and collaborative exercises (e.g. persona worksheet, storyboarding, omni-channel experience mapping) designed to extract and unify knowledge across subject matter experts.



2.0 Research


2.1 Business Research


An evaluation of products in competitive and adjacent spaces through the lens of product offerings, domain trends and proven design principles (e.g. Jackob Nielsen’s Heuristics for User Interface Deisgn︎︎︎).
2.2 User Research


Getting to know the people using the products via surveys, product reviews, focus groups as well as on-site and remote user interviews and usability testings.
2.3 Research Synthesis

Synthesizing findings in the forms of insight statements (See steps︎︎︎), personas, customer profile (Part of the Value Proposition Canvas︎︎︎), journey map and UX storyboards. Focus on building a modular database (Via tools like Sheets or Airtable︎︎︎).





3.0 Ideate

3.1 Framing Insights

Turning insights from the last phase into opportunity areas or How Might We statements (e.g. HMW Statement builder︎︎︎) that primes the mind for innovative thinking. 
3.2 Ideation Workshop

A series of remote (Miro or Mural︎︎︎) or in-person exercises (e.g. Creative Matrix, Crazy8’s) where participants write down or draw out ideas using HMWs, scenarios (See Wild Combination︎︎︎) and technologies as prompts.

4.0 Decide

4.1 Prioritization

Find themes and grouping similiar ideas via Affinity Mapping︎︎︎. Leading discussion and prioritizing ideas via doting voting︎︎︎ or through the lens of impact/effort/risk︎︎︎.
4.2 Value Mapping

Mapping and expanding on ideas by building out the Value Proposition side of the Value Proposition Canvas to ensure product-market fit (See fit types︎︎︎) between the idea and the customer needs.
4.3 Product Assumptions

Uncovering risks and framing assumptions (See Assumption and Sprint Questions︎︎︎) in customer desirability, market viability, technical feasibility and product usability within product ideas. (See Hypothesis-Driven Validation︎︎︎)
4.4 Test Planning

Defining the type of tests needed to address product risks and outlining metrics and success criteria. (See Test Card︎︎︎)


5.0 Prototype

5.1 Low-Fidelity Prototype

Creating a basic interactive prototype base on prioritized ideas and test requirements using open-source or in-house engineering and design resources. (Tools: Invision︎︎︎, paper and pen)
5.2 Product Scenarios

For ideas that involve emerging technologies (AR, ML) or unique inputs (voice, touch), ochestrating and scripting a simulation of the actual product experience.

6.0 Test

6.1 Desirability Testing

Understanding whether an idea appeals to or addresses needs for customesr through a series of quantitative and qualitative test methods. (e.g. Kickstarter)
6.2 Viability Testing

Understanding whether the business model is sustainable through a series of quantitative and qualitative test methods. (e.g. Expert Review︎︎︎, Single Feature MVP)
6.3 Feasibility Testing

Understanding the technology and design requirements to execute the idea through a series of quantitative and qualitative test methods. (e.g. AB Testing, Technical Spike)
6.4 Usability Testing

Understanding whether an idea is easy to understand and operate by customers through a series of quantitative and qualitative test methods. (e.g. Usability Testing, Cognitive Walkthrough︎︎︎)

7.0 Learn
7.1 Test Synthesis

Organize test findings and identify areas of improvement.
7.2 Concept Refinement

Refine ideas and implement design changes in preparation for presentation and or demonstration.
7.3 Final Shareout

A shareout with stakeholders on project learnings, refined ideas, product demos and identifying project next steps.