Areas of Expertise

 

Design Research

Using qualitative methods to better understand consumer challenges, needs, values, motivations, and behaviors.

Service Design

Looking across an ecosystem of touchpoints to enhance end-to-end experiences.

Product Design

Crafting artifacts that demonstrate how a digital tool functions to test with users and inform the development process.

Program Management

Establishing processes and ways of working to set teams up for success and deliver high quality outputs.

Work Examples

Included are outputs I had a direct part in shaping as well as those I oversaw the creation of in a leadership role. While this collection is not exhaustive, it aims to capture a wide variety of materials created across a plethora of projects and problem spaces.

The categorization loosely follows the phases of a comprehensive program:

  1. Project Planning & Team Alignment

  2. Executing Research

  3. Identifying Patterns & Uncovering Insights

  4. Mixed Media Storytelling

  5. Developing Strategic Frameworks

  6. Workshop Planning & Facilitation

  7. Design Validation & Usability Testing

  8. Refining Design Assets

  9. Creating an Implementation Strategy


1. Project Planning & Team Alignment

Managing all aspects of a project including timelines, meeting cadences, key dates and milestones, stakeholder engagement strategies, etc., as well as crafting approaches and facilitating team ways of working activities.

 
Weekly project plan highlighting the intersections across two parallel work streams

Weekly project plan highlighting the intersections across two parallel work streams

Daily project plan calling out individual tasks and key milestones

Daily project plan calling out individual tasks and key milestones

High level research approach demonstrating a linear methodology

High level research approach demonstrating a linear methodology

Field research hourly agenda, this whiteboard sketch shows how we planned to break into smaller teams to accomplish a week’s worth of tasks.

Field research hourly agenda, this whiteboard sketch shows how we planned to break into smaller teams to accomplish a week’s worth of tasks.

 

2. Executing Research

Creating protocols, discussion guides, stimuli, and field materials, and coordinating logistics across the team, research participants, stakeholders, and third party resources.

 
Mobile diary submissions (photo, video, screen recordings, survey responses, etc.) gathered after creating a protocol with a series of tasks and questions

Mobile diary submissions (photo, video, screen recordings, survey responses, etc.) gathered after creating a protocol with a series of tasks and questions

In-depth interview stimulus supporting an in-person discussion around health goals

In-depth interview stimulus supporting an in-person discussion around health goals

Field guide used for taking notes during contextual shadowing and passive observations

Field guide used for taking notes during contextual shadowing and passive observations

Field notes updated daily via a blog that teammates and stakeholders could access to stay in the loop with the data being collected

Field notes updated daily via a blog that teammates and stakeholders could access to stay in the loop with the data being collected

 

3. Identifying Patterns & Uncovering Insights

Immersing in the raw data to develop actionable takeaways.

 
Qualitative analysis for a card sorting exercise

Qualitative analysis for a card sorting exercise

Qualitative analysis of in-depth interviews using a tagging system to identify emerging patterns

Qualitative analysis of in-depth interviews using a tagging system to identify emerging patterns

Affinity mapping data points (quotes, observations, statistics, etc.) into themes, the remote team was able to effectively collaborate using a digital whiteboard to collaborate

Affinity mapping data points (quotes, observations, statistics, etc.) into themes, the remote team was able to effectively collaborate using a digital whiteboard

Defining insights, which are interesting, relevant, and actionable statements used to drive the creation of new and innovative solutions

Defining insights, which are interesting, relevant, and actionable statements used to uncover unique opportunities and drive the creation of innovative solutions

 

4. Mixed Media Storytelling

Crafting narratives and relaying experiences using a variety of communication tactics.

 
Insights circus with stations of various qualitative findings, including a video montage of interview clips, a quote wall, and a series of confessional-style videos; here you see stakeholders taking in the findings using an empathy mapping exercise

Insights circus with stations of various qualitative findings, including a video montage of interview clips, a quote wall, and a series of confessional-style videos; here you see stakeholders taking in the findings using an empathy mapping exercise

Participant bios that summarize the needs, goals, values, and motivations used to help stakeholders build empathy for potential consumers

Participant bios that summarize the needs, goals, values, and motivations used to help stakeholders build empathy for potential consumers

Interactive presentation on uncovered insights with embedded activities to maintain audience engagement; here you see audience members participating in an ideation activity around How Might We…? statements

Interactive presentation on uncovered insights with embedded activities to maintain audience engagement; here you see audience members participating in an ideation activity around How Might We…? statements

Video montages are a powerful story telling method that allow audiences and stakeholders to hear directly from people who represent a potential consumer

Video montages are a powerful story telling method that allow audiences and stakeholders to hear directly from people who represent a potential consumer

 

5. Developing Strategic Frameworks

Organizing information to help foster new ideas, and make informed decisions aiming to support the overall business objectives

 
Moments that matter pinpoint instances that are particularly challenging, or otherwise important regarding an end-to-end service or experience; here we used a space metaphor to anchor the narrative around what it feels like for those experiencing th…

Moments that matter pinpoint instances that are particularly challenging, or otherwise important regarding an end-to-end service or experience; here we used a space metaphor to anchor the narrative around what it feels like for those experiencing these MTMs

Mindsets are mutually exclusive, collectively exhaustive alternative to the commonly used persona

Mindsets are mutually exclusive, collectively exhaustive alternative to the commonly used persona

User journeys used to communicate the phases, key activities, and touchpoints across an end-to-end experience, and may highlight various types of information such as pain points, actors involved, user sentiments, devices, physical space etc.

User journeys used to communicate the phases, key activities, and touchpoints across an end-to-end experience, and may highlight various types of information such as pain points, actors involved, user sentiments, devices, physical space etc.

Service blueprint demonstrating intersections between hospital goers and the staff in a future hospital experience

Service blueprint demonstrating intersections between hospital goers and the staff in a future hospital experience

 

6. Workshop Planning & Facilitation

Designing structured activities that allow teams to effectively make use of cross-functional knowledge expertise and participate in ideation and co-creation activities

 
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7. Design Validation & Usability Testing

Validating decisions and making refinements based on feedback from stakeholders or users of a service or product.

 
 
 
Usability testing results highlighting suggested design improvements

Usability testing results highlighting suggested design improvements

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8. Refining Design Assets

Documenting finalized designs and creating artifacts communicating the future experience.

 
Design system for aligning teams around future enhancements, enabling the current and future team to quickly scale development process for future additions and enhancements

Design system for aligning teams around future enhancements, enabling the current and future team to quickly scale development process for future additions and enhancements

High fidelity visual mocks

High fidelity visual mocks

Annotated wireframes used to communicate navigation details and interactions that may not be obvious from a prototype, and provide further context behind design decisions

Annotated wireframes used to communicate navigation details and interactions that may not be obvious from a prototype, and provide further context behind design decisions

 

9. Creating an Implementation Strategy

Making a plan to bring solutions to life using collaborative activities and communication documents

 
High level roadmap calling out realistic milestones for realizing service concepts

High level roadmap calling out realistic milestones for realizing service concepts

Detailed deployment plan for a single service design concept

Detailed deployment plan for a single service design concept

Roadmapping workshop output used to inform a detailed plan

Roadmapping workshop output used to inform a detailed plan

 

And of course, having fun with teammates!

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