How to Succeed as a Designer on Agile Teams: Embrace Imperfection
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Agile design is a flexible and iterative approach that applies Agile principles to the realm of design and user experience. This methodology comes from the Agile framework, which emphasizes adaptability, collaboration and customer feedback. Agile design diverges from traditional design processes as it incorporates a mindset of managing unpredictability and complexity in project environments.
UX Designer and Author of Build Better Products and UX for Lean Startups, Laura Klein explains why Agile methods emerged in design:
Agile design is a dynamic approach to design work that values flexibility, collaboration and customer feedback. It is valuable for UX (user experience) designers in various ways. This process integrates UX design in Agile methodologies and enables teams to iterate quickly on design projects in alignment with Agile development and UI/UX design principles. When organizations adopt Agile and UX design, they can create user-centric products that they can adapt to changing requirements. They can also enhance the UX design Agile process as they work in well-informed, frequent design sprints.
The Agile design process is cyclical and iterative.
© Interaction Design Foundation, CC BY-SA 4.0
Agile methodology in the UX design sense involves a cycle where design and product teams who take an Agile approach face uncertainties, propose solutions, obtain feedback and make necessary adjustments. This iterative process is crucial in Agile design. It lets design teams evolve their work continuously as they respond to real user feedback and adapt to changing project requirements for a product or service they intend to develop or improve. Various Agile methods like Scrum, Kanban and Scrumban provide structured yet flexible environments that support this dynamic approach to design and development projects.
Scrum is a framework for Agile project management to assist teams in structuring and managing work.
Kanban is an Agile workflow management method for managing and improving work systems.
Scrumban merges two main Agile methodologies, Scrum and Kanban, into one process to tackle projects.
An example of a Kanban board, complete with tasks in progress, pending matters and completed work units.
© Interaction Design Foundation, CC BY-SA 4.0
Agile methodology is not just a framework but a mindset that embraces change and uncertainty. The Agile movement stems from the Agile Manifesto of 2001. It also incorporates Agile development. The Agile Manifesto emerged to challenge the traditional Waterfall process of product design where teams work in silos and hand over to other teams and departments on completion of their share of a project for a final product. Agile embraced new principles such as customer collaboration over contract negotiation.
Laura Klein explains why Agile tried to replace Waterfall:
Software development teams particularly saw the need for a high level of response and iteration during the product development process. With its emphasis on sprint planning, close cross-functional team collaboration and more, Agile soon offered something different. Teams who worked on software projects found they could enjoy tighter and more timely control over their software development process. For example, as they worked and met in frequent intervals called design sprints, they were able to discover and meet product requirements as these came to light through iterations.
In practice, Agile design is about more than just following steps; it's about fostering a culture of collaboration and continuous improvement. Design teams work closely with other departments like development and marketing to ensure that the design not only looks good but also works well and meets strategic business objectives. Several factors enhance this cross-functional collaboration. They are regular meetings and feedback loops. These are integral components of Agile methodologies that help keep projects on track and aligned with user needs and business goals.
To implement Agile design effectively requires a shift in thinking from a traditional, rigid process to a more fluid and adaptable approach. It challenges teams to embrace uncertainty and use it as a catalyst for innovation and refinement. As such, Agile design can lead to products that not only meet but exceed user expectations. Agile teams can provide solutions that are both innovative and highly tailored to user needs via dynamic sprint-oriented approaches to their design and development work.
A dynamic and collaborative nature is a signature of Agile design teams. This is an essential quality to foster an environment where flexibility and rapid iteration are priorities. It’s also a vital requirement for product managers, or team leads, to ensure throughout the design process.
Agile teams are inherently self-organizing. This means they have the autonomy to make decisions and manage their workflows without strict oversight. This increases their authority and responsibility. It also enhances their ability to respond swiftly to changes. The structure of these teams is cross-functional. It allows members from different disciplines such as UX design, software development and quality assurance to work closely together. This setup not only fosters a deeper understanding and appreciation of each other's roles. It also encourages skill sharing and personal growth within the team.
Laura Klein explains the value of cross-functional teams in Agile:
An Agile design team typically includes several key roles, each with distinct responsibilities:
Team lead (Scrum master): Facilitates the team's process, organizes tasks and ensures that the team adheres to Agile practices. A team lead acts as a coach to empower the team and help remove obstacles that may hinder their progress.
Product owner: Represents the client's interests and focuses on the business side of product development. They maintain the product backlog, prioritize tasks based on business value and ensure that the team's deliverables meet the customer's needs.
Team members: This group includes professionals with various expertise—developers, designers, testers and more. They are responsible for executing tasks and creating the product. Each member brings their specialized knowledge to the table. They therefore contribute to a well-rounded and competent team.
Stakeholders: Although not involved in the day-to-day activities, stakeholders play a crucial role as they define the project's scope and objectives. They provide essential feedback that influences the project direction. They are key to the project's overall success.
In practice, Agile principles guide the interaction among these roles. Such principles include continuous improvement and responsiveness to change. Regular meetings, such as daily stand-ups and sprint reviews, are crucial to ensure all team members align with the project goals. These gatherings allow for timely updates and immediate feedback. They foster a transparent and communicative environment.
Moreover, Agile design teams often utilize tools like the Agile Team Roles matrix or RACI (Responsible, Accountable, Consulted, Informed) matrix to clarify each member's responsibilities and ensure there are no gaps in the team's capabilities. This proactive approach helps to balance the team's workload and streamline communication. It’s vital for the Agile design's iterative nature.
An RACI Matrix helps identify who does what.
© Interaction Design Foundation, CC BY-SA 4.0
When organizations understand the diverse roles within an Agile design team and how they interconnect, they can better structure their teams to enhance efficiency and innovation. This setup not only supports a high-performing team. It also leads to products that truly resonate with users. It therefore helps achieve business objectives more effectively.
Agile design practices allow for continuous adaptation to changing requirements. This adaptation is crucial in dynamic project environments. Such flexibility ensures that the product evolves with the user's needs and market demands. It also maintains relevance and effectiveness.
As it emphasizes teamwork and regular feedback, Agile design fosters a collaborative culture. Designers, developers and stakeholders engage frequently, which enhances understanding and alignment on project goals. This continuous communication helps them to identify potential issues early and find quicker resolutions.
Agile design prioritizes user feedback and involvement throughout the design process. This approach helps teams to create products that truly meet the users' needs and expectations. It therefore increases customer satisfaction and loyalty.
Agile methods support the quick creation of prototypes and encourage regular testing. This not only speeds up the development process but also ensures that teams test their products in real-world scenarios. This enhances the quality and usability of the final deliverable.
Author and Human-Computer Interaction Expert, Professor Alan Dix explains prototyping:
One of the standout advantages of Agile design is the increased transparency throughout the project lifecycle. Regular sprint meetings and progress assessments provide stakeholders with a clear view of the project status at any point in time. This visibility allows for better risk prediction and management. Team members can identify potential issues and address them promptly. Also, the iterative nature of Agile design means that teams can continually reassess and mitigate risk. This significantly reduces the likelihood of project failure.
Agile teams operate within set time frames (sprints) that make it easier to manage budgets and predict costs. Since work splits into manageable chunks, it becomes simpler to assign resources efficiently and measure team performance. This structured yet flexible approach not only improves productivity. It also provides stakeholders with a more reliable estimation of project costs and timelines.
Laura Klein explains important points about Agile relating to an important aspect of design, user research, in this video:
Due to its flexible nature, Agile design can sometimes lead to challenges in predicting timelines and managing project scopes. The iterative process, while beneficial, can complicate long-term scheduling and resource allocation.
With the ability to make frequent adjustments comes the risk of constant changes. That risk can overwhelm the team and lead to burnout. Also, without careful management, this can cause the project to deviate from its original goals.
Laura Klein explains some helpful points about types of changes and more in this video:
Agile design often prioritizes working software over comprehensive documentation. This can pose challenges when new team members join the project, as there may be insufficient documentation to quickly bring them up to speed.
The success of an Agile design project heavily relies on the team's dynamics. A highly collaborative environment demands that all team members are proactive, communicative and adaptive. In scenarios where team dynamics are not optimal, the project's success could be in jeopardy. Also, it takes good project management to ensure teams don’t slide into an AgileFall approach, where they might adopt practices such as turning to longer intervals between meetings or even “re-siloing,” and possibly drive up the amount of documentation and remove managerial fingers from the “pulse” of the project at critical moments.
The phenomenon of AgileFall, when elements of Waterfall can dilute an Agile approach to design.
© Interaction Design Foundation, CC BY-SA 4.0
An Agile design process typically follows several key steps where Agile project management ensures that design team members:
1. Understand: They grasp the core needs and goals of the project.
2. Research: They gather insights and data that inform the design.
3. Sketch: They develop initial concepts and ideas.
4. Design: They craft the visual and functional aspects of the project.
5. Prototype: They create prototypes to test ideas in a tangible form.
6. Test: They evaluate the design through user testing and feedback.
7. Refine: They make improvements based on feedback and testing results.
These steps are not linear. Instead, team members often revisit steps repeatedly throughout a project. They ensure that the design remains aligned with user needs and project goals. This iterative loop supports a high degree of flexibility and responsiveness in problem solving, discovery of pain points, and more. The Agile approach is particularly effective in projects with high uncertainty or evolving specifications.
Agile design involves UX designers and developers working closely together for the best results.
© Interaction Design Foundation, CC BY-SA 4.0
In Agile design, clarity in roles is paramount. For instance, to adopt the core principle of Scrum, one can define three main roles: the product owner, the Scrum master and the development team. Each role has specific responsibilities that contribute to the project's success. Namely, the product owner manages the product backlog and ensures that the team delivers value to the business. The Scrum master facilitates Scrum processes and resolves impediments that hinder the team's progress. Lastly, the development team drives the development of the product features. The clear delineation of roles helps to reduce confusion and enhances productivity.
Agile thrives on the synergy of cross-functional teams, where members from different disciplines collaborate to achieve project goals. This integration includes individuals with varied skills—from UX designers to developers and testers. They work together to navigate complexities and innovate solutions. Regular activities like daily stand-up meetings, sprint retrospectives and product backlog refinement are crucial. These interactions not only align the team towards common objectives. They also promote a culture of continuous feedback, which is vital for Agile environments.
Agile and Scrum methodologies are not static; they require a commitment to ongoing learning and adaptation. This involves regular training on new tools and methodologies. It also means to revisit and refine processes that may no longer serve the team effectively. To implement Agile requires a mindset that embraces change—teams must be willing to experiment and learn from each iteration. Practices such as sprint reviews and retrospectives support this culture of continuous improvement. Teams reflect on what worked and what didn’t. They then make necessary adjustments to improve future sprints.
Overall, it’s essential to realize the potential—and pace of involvement—that an Agile design approach calls for. Agile is a valuable and popular answer to the needs of many brands, and it’s well-suited to UX and UI (user interface) design. With uses in such areas as extreme programming (XP) and ranging in potential across the many aspects of website and app design and far beyond, Agile methodology and design has transcended from its origins in the tech industry to become a preferred business model across a diverse range of sectors.
Remember, Agile design is more than a methodology; it’s a versatile tool. Teams from various industries can use it to transform, innovate and produce winning products time and again. Agile design’s principles of flexibility, continuous improvement and customer-centricity make it an ideal approach to modern business challenges.
Take our Agile Methods for UX Design course.
Take our Master Class Design For Agile: Common Mistakes And How To Avoid Them with Laura Klein, Principal – Users Know and Senior Design Educator – IxDF.
Read our piece, How to Succeed as a Designer on Agile Teams: Embrace Imperfection.
Read our piece, Apple’s Product Development Process – Inside the World’s Greatest Design Organization.
Consult Agile Design: An Introduction by Nick Babich for further helpful insights.
Go to Agile Design Process by Maria Martin for more information.
Visit AgileFall – When Waterfall Sneaks Back Into Agile by Steve Blank for helpful insights.
Agile design handles changes in user requirements during a project through its flexible and iterative approach. This method emphasizes continuous improvement and rapid response to feedback.
In Agile design, teams hold regular meetings known as sprints or iterations, where they assess the progress and integrate any new findings or user feedback into the project. If user requirements change, the design team quickly adapts the product's features or interface accordingly. This adaptability allows for modifications at almost any stage of the project without significant setbacks or complete overhauls.
Moreover, Agile teams often use tools and practices like user stories, which describe features from the perspective of the end user, to prioritize tasks based on the latest user needs and project goals. This focus on user-centered design ensures that the product remains relevant and effective in meeting user demands, even as they evolve.
This approach not only makes handling changes more manageable but also enhances the final product's alignment with user expectations, leading to higher satisfaction and better user experiences.
UX Designer and Author of Build Better Products and UX for Lean Startups, Laura Klein explains how cross-functional teams iterate in Agile:
Take our Agile Methods for UX Design course.
In Agile design, user feedback plays a crucial role in shaping and refining the product. Teams actively collect feedback from users through various methods such as interviews, usability testing and surveys. This input provides valuable insights into user needs and preferences, guiding the design and development phases. During each iteration or sprint, designers and developers make adjustments to the product based on this feedback. They prioritize changes that enhance user satisfaction and improve functionality. This responsive approach ensures the product evolves in a way that aligns closely with user expectations and requirements.
Also, to incorporate user feedback regularly helps teams to identify and resolve any issues early in the development process. It prevents costly revisions later on. This continuous loop of feedback and improvement fosters a user-centered design, which is fundamental to Agile methodology. Overall, user feedback is not just influential but essential in Agile design, as it directly impacts decision-making and product success.
Laura Klein explains essential points about Agile design in this video:
Take our Master Class Design For Agile: Common Mistakes And How To Avoid Them with Laura Klein, Principal – Users Know and Senior Design Educator – IxDF.
Designers can integrate Agile principles into their existing workflows by adopting several key practices:
Do iterative development: Break projects into smaller, manageable phases or sprints, allowing for regular evaluations and adjustments based on feedback.
Gain regular feedback: Engage stakeholders and users frequently to gather insights and refine the product accordingly. This ensures the design remains aligned with user needs and expectations.
Engage in cross-functional collaboration: Encourage open communication and collaboration across different teams, such as design, development and marketing. This helps to address challenges promptly and enhances the creative process.
Ensure adaptive planning: Be open to changing plans and priorities based on new information or feedback. This flexibility allows designers to respond effectively to unexpected challenges or opportunities.
Embrace continuous improvement: Always look for ways to improve processes and outcomes. Reflect on what works and what doesn't, and apply these learnings to future projects.
By incorporating these Agile principles, designers can make their workflows more dynamic and responsive. This can ultimately lead to better products and user experiences.
Laura Klein explains how cross-functional teams iterate in Agile:
Take our Agile Methods for UX Design course.
When teams adopt Agile design, they face several challenges:
Cultural shift: To shift from traditional, plan-driven approaches to a flexible, iterative Agile method requires a significant change in mindset and culture. This can be difficult for some team members to accept and adapt to.
Communication: Effective communication becomes crucial but challenging, especially in larger teams or those distributed across different locations. To ensure everyone remains on the same page and maintains a high level of collaboration is key.
Frequent revisions: Agile design involves constant updates and revisions based on user feedback. This can be overwhelming and may lead to project fatigue.
Resource management: To balance the workload during sprints and manage resources efficiently without overburdening team members can be tricky, particularly when deadlines are tight.
User involvement: To secure ongoing participation and feedback from users is essential but can be difficult to arrange consistently throughout the project lifecycle.
These challenges require careful planning, strong leadership and a committed team to overcome, and ensure the successful integration of Agile principles into design workflows.
Laura Klein explains important points about Agile in this video:
Take our Master Class Design For Agile: Common Mistakes And How To Avoid Them with Laura Klein, Principal – Users Know and Senior Design Educator – IxDF.
Scrum (sometimes “SCRUM”) is a framework within Agile methodology that organizes work into short, fixed-length iterations called sprints, typically lasting two to four weeks. Teams plan, design, develop, test and review each sprint. Key roles include the Scrum Master, Product Owner and Development Team. Artifacts like the product backlog, sprint backlog and events like daily stand-ups and sprint reviews drive progress. Scrum promotes collaboration, adaptability and quick feedback.
Laura Klein explains how cross-functional teams iterate in Agile:
Read our piece, How to Succeed as a Designer on Agile Teams: Embrace Imperfection.
Take our Agile Methods for UX Design course.
In Agile methodology, an epic represents significant work that the team breaks down into smaller user stories for better manageability. It encapsulates a considerable enhancement or feature. It spans multiple sprints or releases. Just as Google's design sprint process, highlighted in the following video, streamlines the creation of designs, epics help teams categorize and prioritize large-scale activities in agile projects.
Watch our video on Google’s Design Sprints:
Take our Agile Methods for UX Design course.
In Agile, a sprint is a set period during which team members need to complete specific work and have it ready for review. Sprints typically last two to four weeks. This lets teams break down larger projects into manageable chunks.
The following video highlights the challenges of sprints, ensuring the team finalizes all research and decisions on time. For example, when teams are involved in the design of a new feature like a search category screen, they have to make decisions on categories promptly if they are to meet the sprint's deadline. This emphasizes the importance of collaborative and cross-functional teams in Agile, where designers, engineers and researchers work closely to make informed, timely decisions and ensure smooth sprint completions. Many organizations overcome these challenges by running user experience sprints ahead of implementation sprints.
Laura Klein explains important aspects about Agile.
In Agile development and design, a spike is a time-boxed task to answer a specific question or address uncertainties. It involves research or prototyping to gain the knowledge teams need to reduce risks or make informed decisions. Unlike regular user stories that produce shippable product increments, spikes generate knowledge. Once teams complete a spike, they can estimate, design or prioritize better. Typically featuring in Scrum or Extreme Programming (XP), a spike ensures the team doesn't commit to uncertain tasks, promoting effective planning and higher product quality.
Take our Agile Methods for UX Design course.
In Agile development, a user story is a tool teams use to capture a description of a software feature. In user-centered design, user stories emerge as collaborative pieces with designers who are familiar with users’ needs. Beyond UCD, they represent the development teams’ best guess. As the following video highlights, user stories often follow a format like: "As a [type of user], I want [an action] so that [a benefit/a value]." For instance, "As a job applicant, I want to save my resume or CV information so I don’t have to re-enter it every time I apply for a new job." This approach ensures that developers and designers understand the feature's requirements, the desired outcome and its significance to the user.
Watch as Laura Klein explains user stories in this video:
For an additional angle on this subject area, take our Master Class User Stories Don't Help Users: Introducing Persona Stories with William Hudson, Consultant Editor and Author.
1. Dönmez, D., Grote, G., & Brusoni, S. (2016). Routine interdependencies as a source of stability and flexibility. A study of agile software development teams. Information and Organization, 26, 63-83.
This paper examines how Agile software development teams use routine interdependencies to achieve both stability and flexibility. The authors found that Agile teams leverage routine interdependencies to coordinate their work, while also adapting these routines to changing circumstances. This balance of stability and flexibility is a key aspect of Agile design and has made this paper highly influential in the field.
2. Dorairaj, S., Noble, J., & Malik, P. (2011). Effective communication in distributed agile software development teams. In International Conference on Agile Software Development (pp. 102-116). Springer, Berlin, Heidelberg.
This conference paper investigates the challenges of effective communication in distributed Agile software development teams. The authors identify key factors that enable successful communication and collaboration in such teams, making it a highly influential work in the field of Agile design.
3. Boehm, B., & Turner, R. (2005). Management challenges to implementing agile processes in traditional development organizations. IEEE software, 22(5), 30-39.
This journal article explores the management challenges associated with implementing Agile processes in traditional software development organizations. The authors identify key barriers and provide strategies for overcoming them, making this work highly influential in guiding the successful adoption of Agile design.
4. Cooper, R. G., & Sommer, A. F. (2016). The Agile–Stage-Gate Hybrid Model: A Promising New Approach and a New Research Opportunity. Journal of Product Innovation Management, 33(5), 513-526.
This journal article proposes a hybrid approach that combines the Agile and Stage-Gate models for product development. The authors demonstrate how this hybrid approach can leverage the strengths of both models, making it a highly influential work in the field of Agile design.
1. Cohn, M. (2005). Agile Estimating and Planning. Prentice Hall.
This book is considered a seminal work in the field of Agile project management. It provides a comprehensive guide to estimating and planning in an Agile environment, covering topics such as release planning, iteration planning and measuring progress. The book has seen wide adoption by Agile teams. It has a reputation as essential reading for anyone looking to implement Agile practices effectively.
2. Highsmith, J. (2009). Agile Project Management: Creating Innovative Products (2nd ed.). Addison-Wesley Professional.
This book is a comprehensive guide to Agile project management, covering the principles, practices and tools organizations need to successfully manage Agile projects. It has been influential in helping organizations and project managers understand the benefits of agile methods and how to effectively implement them. The book provides a practical and accessible approach to Agile project management, making it a valuable resource for both experienced and novice agile practitioners.
3. Derby, E., & Larsen, D. (2006). Agile Retrospectives: Making Good Teams Great. Pragmatic Bookshelf.
This book is a seminal work on the importance of retrospectives in Agile development. It provides a step-by-step guide to conducting effective retrospectives, which are a critical component of the Agile process. The book has been influential in helping Agile teams improve their processes and continuously learn and adapt. It is considered a must-read for anyone involved in Agile development.
4. Graffius, S. M. (2017). Agile Scrum: Your Quick Start Guide with Step-by-Step Instructions. Createspace Independent Publishing Platform.
This book is a practical and accessible guide to implementing Scrum, one of the most popular agile frameworks. It provides a step-by-step approach to setting up and running a Scrum team, and has been influential in helping organizations and individuals adopt agile practices. The book is particularly useful for those new to Agile development, as it provides a clear and concise introduction to the Scrum methodology.
Here’s the entire UX literature on Agile Design by the Interaction Design Foundation, collated in one place:
Take a deep dive into Agile Design with our course Agile Methods for UX Design .
Agile, in one form or another, has taken over the software development world and is poised to move into almost every other industry. The problem is that a lot of teams and organizations that call themselves “agile” don’t seem to have much in common with each other. This can be extremely confusing to a new team member, especially if you’ve previously worked on an “agile” team that had an entirely different definition of “agility”!
Since the release of the Agile Manifesto in 2001, agile methodologies have become almost unrecognizable in many organizations, even as they have become wildly popular.
To understand the real-world challenges and best practices to work under the constraints of agile teams, we spoke with hundreds of professionals with experience working in agile environments. This research led us to create Agile Methods for UX Design.
In this course, we aim to show you what true agility is and how closely agile methodologies can map to design. You will learn both the theory and the real-world implementation of agile, its different flavors, and how you can work with different versions of agile teams.
You will learn about the key principles of agile, examples of teams that perform all the agile “rituals” but aren’t actually agile, and examples of teams that skip the rituals but actually embody the spirit.
You’ll learn about agile-specific techniques for research and design, such as designing smaller things, practicing continuous discovery, refactoring designs, and iterating.
You will also walk away with practical advice for working better with your team and improving processes at your company so that you can get some of the benefits of real agility.
This course is aimed at people who already know how to design or research (or who want to work with designers and researchers) but who want to learn how to operate better within a specific environment. There are lots of tools designers use within an agile environment that are no different from tools they’d use anywhere else, and we won’t be covering how to use those tools generally, but we will talk about how agile deliverables can differ from those you’d find in a more traditional UX team.
Your course instructor is product management and user experience design expert, Laura Klein. Laura is the author of Build Better Products and UX for Lean Startups and the co-host of the podcast What is Wrong with UX?
With over 20 years of experience in tech, Laura specializes in helping companies innovate responsibly and improve their product development process, and she especially enjoys working with lean startups and agile development teams.
In this course, you will also hear from industry experts Teresa Torres (Product Discovery Coach at Product Talk), Janna Bastow (CEO and Co-founder of ProdPad) and Adam Thomas (product management strategist and consultant).
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