{"id":11017,"date":"2017-05-05T12:16:24","date_gmt":"2017-05-05T12:16:24","guid":{"rendered":"https:\/\/www.process.st\/templates\/ux-design-process\/"},"modified":"2024-02-28T19:48:31","modified_gmt":"2024-02-28T19:48:31","slug":"ux-design-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/ux-design-process\/","title":{"rendered":"UX Design Process"},"content":{"rendered":"<section id=\"introduction-to-ux-design-process\">\n<h2> Introduction to UX Design Process<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rG_e-6VM8rU2Zbh2mT1KHQ.png\" alt=\"UX Design Process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rG_e-6VM8rU2Zbh2mT1KHQ.png\"> <\/a><figcaption>\n     UX Design Process<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>This UX Design Process is engineered <strong>to lead a UX designer through their process from ideation to delivery of research and wireframes<\/strong> to the client and the UI designer.&nbsp;<\/p>\n<p>You can edit this template to fit your specific <a href=\"https:\/\/www.process.st\/interactive-processes-vs-automated-processes\/\" rel=\"nofollow noopener\" target=\"_blank\">process<\/a> and adapt the various sections to suit the needs of your work.&nbsp;<\/p>\n<p><a href=\"https:\/\/techcrunch.com\/2016\/05\/28\/what-ux-designers-can-learn-from-1990s-japanese-video-games\/\" rel=\"nofollow noopener\" target=\"_blank\">UX design<\/a> is an area of product development which has gained increasing recognition and justifies considerable time and research in order to lay the foundations for great products to be built.<\/p>\n<p>If you want to check out how other UX designers approach their processes, <strong>check out some of the videos below!<\/strong><\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/Ovj4hFxko7c?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    What the Heck is UX Design - UX Mastery<\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/CJnfAXlBRTE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    What is UX Design? Defining User Experience Design &amp; Explaining the Process - The Futur<\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/Is2O666qDPs?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Why You're Over-Thinking Your UI\/UX with Rohan Puri - Harvard Innovation Labs<\/div>\n<\/div>\n<\/section>\n<section id=\"record-client-details\">\n<h2> Record client details<\/h2>\n<div class=\"text-content\">\n<p>Use this space to record important contact information for future reference.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"conduct-your-user-research\">\n<h2> Conduct your user research:<\/h2>\n<\/section>\n<section id=\"hold-a-meeting-with-the-clientcompany\">\n<h2> Hold a meeting with the client\/company<\/h2>\n<div class=\"text-content\">\n<p>The initial <a href=\"https:\/\/www.process.st\/run-a-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">meeting<\/a> with the client to <strong>determine how the project will move forward<\/strong> is a crucial moment in the process.&nbsp;<\/p>\n<p>This is where you want to create a clear understanding of the project and what will be required.&nbsp;<\/p>\n<p>In the subchecklist below, you'll find an agenda to follow which covers the core areas you need to discuss in the meeting.&nbsp;<\/p>\n<p>Beneath the subchecklist, you will find <strong>form fields where you can record this information<\/strong>.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Understand the scope of the project<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Determine the business goals<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Learn about the business operations<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Ask for access to existing clients<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Gather information on key demographics<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the scope of the project? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the business goals? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How does the business operate on a day to day basis? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are there existing clients you can reach, and how can you reach them? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What do we know about the key demographics <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"host-a-series-of-interviews\">\n<h2> Host a series of interviews<\/h2>\n<div class=\"text-content\">\n<p>One useful thing to have as a user experience designer is<strong> a testing group.<\/strong>&nbsp;<\/p>\n<p>Hopefully, the client has existing customers whom you can reach out to in order to run these interviews. If not, you can attempt to gather a testing group of people who fit the target demographic of the company.&nbsp;<\/p>\n<p>Arrange a series of interviews with the members of your group and <strong>use the points in the subchecklist to guide your discussion.<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Ask about the problem<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Find out how they normally solve the problem<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Discuss the pain points they face<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What relevant solution do they like?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What would they recommend in an ideal world?<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p>You could <strong>use Process Street<\/strong>&nbsp;to gather this research. You could create what we at Process Street call the \"<a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\" rel=\"nofollow noopener\" target=\"_blank\">run link<\/a>\".<\/p>\n<p>The run link is a link which <strong>when clicked automatically runs a new checklist from a predetermined template<\/strong>. You could use this text space to store that run link so that every time you run an interview you simply click the link and you're provided with a space to store that information.&nbsp;<\/p>\n<p>The end result would be that all the information gathered from all the interviews is stored in the overview tab of the new template you create.<\/p>\n<\/div>\n<\/section>\n<section id=\"run-an-online-survey\">\n<h2> Run an online survey<\/h2>\n<div class=\"text-content\">\n<p>To see if you can gather some extra data to back up your initial investigations,<strong> consider creating an online survey.&nbsp;<\/strong><\/p>\n<p>It's a simple process, but one which can be very effective for anyone who has access to an existing email list or space within which to promote.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select your 10 most pressing questions<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Build your survey<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Send your survey to an email list or promote it to your key demographic<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your results here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p>This is another use case where you can consider using the <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist run link<\/a> we mentioned in task 5.&nbsp;<\/p>\n<p>The difference with using the run link for widely taken online surveys - which may include people who do not have Process Street accounts - is that you should make them open to anyone with the link.&nbsp;<\/p>\n<p>When you choose the option to create the run link, select \"<strong>Anyone can create a new checklist<\/strong>\" as shown below:<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r97BWtizVCbJpqMIkTFCAQ.png\" alt=\"Run an online survey\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r97BWtizVCbJpqMIkTFCAQ.png\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"create-a-persona\">\n<h2> Create a persona<\/h2>\n<div class=\"text-content\">\n<p>One popular technique when developing a UX strategy is <strong>creating a persona to guide and direct your thoughts.&nbsp;<\/strong><\/p>\n<p>This is something which Rohan Puri explores in detail in the Harvard lecture video included in task 1.&nbsp;<\/p>\n<p>If you want to learn more about the potential benefits of creating a customer persona to characterize your core potential userbase, check out this <a href=\"http:\/\/www.uxbooth.com\/articles\/creating-personas\/\" rel=\"nofollow noopener\" target=\"_blank\">exploration of personas from UX Booth<\/a>.<\/p>\n<p>You can <strong>use this subchecklist<\/strong> to help guide the important considerations when creating a persona to assist with user experience research and design.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Define their place within demographics<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Understand what they like and don't like<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Describe their motivations<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Show how they interact with existing services<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload materials covering your persona here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Watch this 3-minute video below<\/strong> for an illustrated overview of creating UX personas.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/B23iWg0koi8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    How to Create UX Personas - UX Mastery<\/div>\n<\/div>\n<\/section>\n<section id=\"design-your-initial-flows\">\n<h2> Design your initial flows:<\/h2>\n<\/section>\n<section id=\"define-the-information-architecture\">\n<h2> Define the information architecture<\/h2>\n<div class=\"text-content\">\n<p>Information architecture is a term which conjures up a sense of ownership in both designers and developers.&nbsp;<\/p>\n<p>The important thing to remember for a UX designer is that your role in the information architecture process is to <strong>help users find what they are looking for<\/strong> and to make that process as easy as possible.&nbsp;<\/p>\n<p>Many other people may claim access or dominion over other areas of information architecture, but ultimately the responsibility for things being quick to locate for the user rests on your shoulders.&nbsp;<\/p>\n<p>If you want to read more about information architecture in UX design, then check out this <a href=\"http:\/\/www.uxbooth.com\/articles\/complete-beginners-guide-to-information-architecture\/\" rel=\"nofollow noopener\" target=\"_blank\">complete guide from UX Booth<\/a>.<\/p>\n<p>Very simply, t<strong>he subchecklist below demonstrates the key duties<\/strong>.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Name things consistently<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Understand how different sections relate to others<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Draw a structural map to represent this visually<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your map here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"begin-wireframing\">\n<h2> Begin wireframing<\/h2>\n<div class=\"text-content\">\n<p>Wireframes are the key deliverable most people think of when they imagine the work of a UX designer.&nbsp;<\/p>\n<p>Now is the time to begin creating yours.&nbsp;<\/p>\n<p><strong>Use the subchecklist below<\/strong> to factor in different considerations when building your wireframes.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Define how space will be allocated<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Think about the role of imagery in your designs<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Determine how certain content will be prioritized<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Understand what functions are available and how they are accessed<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Map out example user journeys through the platform<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p>Check out these videos below for an illustrated idea of <strong>how the wireframing process works for other designers.&nbsp;<\/strong><\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/8-vTd7GRk-w?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Wireframing for UX: What is it and how to get better at it - UX Mastery<\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/EnwAw4xUCCE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Wireframes and Prototype - Naimus Studio<\/div>\n<\/div>\n<\/section>\n<section id=\"prepare-these-wireframes-for-presentation\">\n<h2> Prepare these wireframes for presentation<\/h2>\n<div class=\"text-content\">\n<p>There are multiple ways you can develop your wireframes for presentation to potential customers and testing.<\/p>\n<p><strong>You can make clickable prototypes<\/strong> using platforms like <a href=\"https:\/\/www.invisionapp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Invision<\/a>.&nbsp;<\/p>\n<p>This allows you to link your&nbsp;images together and allow the user to interact with the screens as if they were live.<\/p>\n<p>Alternatively, you could present the screens to testers in different formats.<\/p>\n<p><strong>Use the form field or the website field<\/strong> to upload or link to your prepared initial wireframes.&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your wireframes here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"put-your-initial-designs-into-testing\">\n<h2> Put your initial designs into testing:<\/h2>\n<\/section>\n<section id=\"determine-what-you-are-testing\">\n<h2> Determine what you are testing<\/h2>\n<div class=\"text-content\">\n<p>Before you begin testing your wireframes on your research group, you need to formulate your research properly.&nbsp;<\/p>\n<p>Sit down and work out <strong>exactly how you are going to approach the research<\/strong>. Use the considerations in the subchecklist below to help guide you.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Utilize the user journeys from the wireframing<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Construct tasks which require the user to navigate these journeys<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Define the parameters for success and failure of the tests<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Record the key action points for your research in bullet point form <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"revisit-your-former-interviewees-to-discuss-wireframes\">\n<h2> Revisit your former interviewees to discuss wireframes<\/h2>\n<div class=\"text-content\">\n<p>From the basis of your deliberations in task 13, carry out your research on your testing group.<\/p>\n<p><strong>The example subchecklist below is constructed to test user flows<\/strong>. A user is given a task and to complete that task they need to follow one of the user flows you have designed. If well designed, the user should intuitively follow that flow and complete the assigned task without difficulty.&nbsp;<\/p>\n<p>You can <strong>monitor the performance and the decisions of your users<\/strong> to inform your future changes.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Describe the tasks to the interviewees<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Present them with a clickable prototype they can follow through<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Time how long it takes them to perform the tasks<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Note how they approached the tasks<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Ask them questions about their experience of the task<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Describe to them a second set of tasks if necessary and repeat the process<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p>Much like previous research tasks, you could create a new template for this research and <strong>include a checklist run link<\/strong> instead of this text.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"make-iterations-to-your-wireframes-based-on-testing-results\">\n<h2> Make iterations to your wireframes based on testing results<\/h2>\n<div class=\"text-content\">\n<p>Analyze your research and try to understand the pain points from the testing.&nbsp;<\/p>\n<p>Use this new understanding to improve the wireframes. Try to create two iterations of improved wireframes to test alternative solutions to the now identified obstacles.&nbsp;<\/p>\n<p><strong>Use the form field below to upload these files.<\/strong><\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Wireframe iterations <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"run-ab-usability-testing-of-the-iterations\">\n<h2> Run A\/B usability testing of the iterations<\/h2>\n<div class=\"text-content\">\n<p>Now for the final testing before settling on the agreed wireframes.&nbsp;<\/p>\n<p>Take the two iterations of improved wireframes and prepare them ready for presentation. This <a href=\"https:\/\/www.process.st\/templates\/ab-testing\/\" rel=\"nofollow noopener\" target=\"_blank\">A\/B testing<\/a> can help you determine which set of designs are more effective.<\/p>\n<p><strong>Follow the subchecklist below<\/strong> to finalize the testing.&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Segment new interviewees into groups<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Assign each of the groups one set of the iterated wireframes<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Run the usability research with them again<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p>Again, <strong>you can use the checklist run link<\/strong> to manage this research gathering process.<\/p>\n<p>Once the research has been gathered, make any needed final tweaks to the designs which performed best.<\/p>\n<\/div>\n<\/section>\n<section id=\"assist-with-the-implementation-of-the-designs\">\n<h2> Assist with the implementation of the designs:<\/h2>\n<\/section>\n<section id=\"hand-over-design-files-to-the-ui-designer\">\n<h2> Hand over design files to the UI designer<\/h2>\n<div class=\"text-content\">\n<p><strong>Great<\/strong>.<\/p>\n<p>The designs are done and you can hand them over to the UI designer to take them further!<\/p>\n<p><strong>Upload the final files<\/strong> below for reference.<\/p>\n<p>You can <strong>use the email widget<\/strong> to pass this onto the next stage of the process.&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your PSDs here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/S6whDdO6oAY?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    UX Process - App Design<\/div>\n<\/div>\n<\/section>\n<section id=\"schedule-a-meeting-with-the-ui-designer-to-discuss-the-files\">\n<h2> Schedule a meeting with the UI designer to discuss the files<\/h2>\n<div class=\"text-content\">\n<p>Once the UI designer has had the chance to review the wireframes, it can be helpful to find the time to <strong>sit down with them and talk through your deliverables<\/strong> and the thought process and research behind them.<\/p>\n<\/div>\n<\/section>\n<section id=\"prepare-a-report-for-the-companyclient-outlining-your-work\">\n<h2> Prepare a report for the company\/client outlining your work<\/h2>\n<div class=\"text-content\">\n<p>Most of the time, a client will want a report of some description which explains your thought process and acts as reference materials for future. Your research in formulating the UX designs is valuable.<\/p>\n<p>For larger companies, a report like this may be necessary in order to pass to higher management and to adhere to transparency standards within the organization.&nbsp;<\/p>\n<p><strong>Draw up a PDF and upload it in the form field below<\/strong>.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Report on project for the client <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"explain-how-they-can-track-and-optimize-the-ux-over-time\">\n<h2> Explain how they can track and optimize the UX over time<\/h2>\n<div class=\"text-content\">\n<p>One extra helpful step you can add on to your delivery to both add extra value and increase the chance of upselling, is to provide a brief guide to how the client can optimize their UX over time.&nbsp;<\/p>\n<p>You can <strong>upload that document in the form field below<\/strong>.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> UX optimization recommendations <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"finalize-the-project\">\n<h2> Finalize the project:<\/h2>\n<\/section>\n<section id=\"generate-invoice\">\n<h2> Generate invoice<\/h2>\n<div class=\"text-content\">\n<p><strong>Congratulations on a successful design project.<\/strong>&nbsp;<\/p>\n<p>The designer can use the <a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street invoice generator template<\/a> to send their invoice to the client.&nbsp;<\/p>\n<p>This invoice can be<strong> sent automatically from this checklist<\/strong> by clicking to complete the task.&nbsp;<\/p>\n<p>You can use <a href=\"http:\/\/zapier.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to connect this task in this template to your invoice so that you can automate the sending process.&nbsp;<\/p>\n<p>In Zapier, select \"Make a Zap\" and search for Process Street. It will prompt you to create a trigger - select \"New Task Checked\". It should then prompt you to connect your Process Street account to your Zapier one. You simply follow the link <strong>Settings &amp; API tab of the organization manager&nbsp;<\/strong>on the pop-up.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rt_KXVREcA2qyWMx9NNAEg.png\" alt=\"Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rt_KXVREcA2qyWMx9NNAEg.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Follow the steps provided by Zapier and it should connect the two accounts together. From here it will let you search for the template you want to run the Zap from, and choose the task you want to hook it up to.&nbsp;<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k2buvjF7LvJiPoLluV5Phw.png\" alt=\"Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k2buvjF7LvJiPoLluV5Phw.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>After you've selected those options you can test that step and <strong>your trigger should be set.&nbsp;<\/strong><\/p>\n<p>Next, you can create the action to be initiated by your trigger. You can use a third party system like <strong>WebMerge or you can use Zapier's built-in email service<\/strong> to generate HTML emails. Either of these solutions can be used to generate and send your invoice.<\/p>\n<p>To read more about these steps and how to create the invoice <a href=\"https:\/\/www.process.st\/invoice-generator\/\" rel=\"nofollow noopener\" target=\"_blank\">check out this article<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"ask-for-feedback-from-the-company\">\n<h2> Ask for feedback from the company<\/h2>\n<div class=\"text-content\">\n<p>It's always best to send a friendly email at the end of a project.&nbsp;<\/p>\n<p>Confirm that you have sent your invoice and ask for any feedback on the project.&nbsp;<\/p>\n<p><strong>You can use the email widget below<\/strong>.<\/p>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2> Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/web-design-process\" rel=\"nofollow\">Web Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ux-design-process\" rel=\"nofollow\">UX Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/brand-identity-design\" rel=\"nofollow\">Brand Identity Design<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/header-design-process\" rel=\"nofollow\">Header Design<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/engineering-design-process\" rel=\"nofollow\">Engineering Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/graphic-design-process\" rel=\"nofollow\">Graphic Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/logo-design-process\" rel=\"nofollow\">Logo Design Process<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/careerfoundry.com\/en\/blog\/ux-design\/the-ux-design-process-an-actionable-guide-to-your-first-job-in-ux\/\" rel=\"nofollow noopener\" target=\"_blank\">The UX Design Process: An Actionable Guide To Your First Job In UX<\/a><\/li>\n<li><a href=\"http:\/\/uxmastery.com\/resources\/process\/\" rel=\"nofollow noopener\" target=\"_blank\">UX Process \u2013 UX Mastery<\/a><\/li>\n<li><a href=\"https:\/\/uxstudioteam.com\/ux-blog\/ux-design-process-steps\" rel=\"nofollow noopener\" target=\"_blank\">The steps of our UX design process - UX studio<\/a><\/li>\n<li><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/guide-to-ux-design-process-and-documentation\/\" rel=\"nofollow noopener\" target=\"_blank\">The Guide to UX Design Process &amp; Documentation \u2014 by UXPin<\/a><\/li>\n<li><a href=\"https:\/\/uxdesign.cc\/ux-design-methods-deliverables-657f54ce3c7d\" rel=\"nofollow noopener\" target=\"_blank\">UX Design Methods &amp; Deliverables \u2013 uxdesign.cc<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to UX Design Process UX Design Process This UX Design Process is engineered to lead a UX designer through their process from ideation to delivery of research and wireframes to the client and the UI designer.&nbsp; You can edit this template to fit your specific process and adapt the various sections to suit the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":11018,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"26","template_description":"Run the UX Design Process when starting a new project and follow the steps to carry out the right research and deliver the materials your client needs.","template_id":"mypZo6hcsPMhnwM-WAlMMw","task_0":"Introduction to UX Design Process","task_slug_0":"introduction-to-ux-design-process","task_1":"Record client details","task_slug_1":"record-client-details","task_2":"Conduct your user research:","task_slug_2":"conduct-your-user-research","task_3":"Hold a meeting with the client\/company","task_slug_3":"hold-a-meeting-with-the-clientcompany","task_4":"Host a series of interviews","task_slug_4":"host-a-series-of-interviews","task_5":"Run an online survey","task_slug_5":"run-an-online-survey","task_6":"Create a persona","task_slug_6":"create-a-persona","task_7":"Design your initial flows:","task_slug_7":"design-your-initial-flows","task_8":"Define the information architecture","task_slug_8":"define-the-information-architecture","task_9":"Begin wireframing","task_slug_9":"begin-wireframing","task_10":"Prepare these wireframes for presentation","task_slug_10":"prepare-these-wireframes-for-presentation","task_11":"Put your initial designs into testing:","task_slug_11":"put-your-initial-designs-into-testing","task_12":"Determine what you are testing","task_slug_12":"determine-what-you-are-testing","task_13":"Revisit your former interviewees to discuss wireframes","task_slug_13":"revisit-your-former-interviewees-to-discuss-wireframes","task_14":"Make 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