Tactics to Successfully Scope and Estimate UX Projects

Tactics to Successfully Scope and Estimate UX Projects

Bruno VilchesProject Manager

Charles GreenDirector of Thought Leadership

Panelists

Planning UX projects

QUESTIONS #bestUX2016

Is a balance between getting the right amount of user input within the constraints of your project.

Succesful

Challenged

Failed

Standish Group 2013 Chaos Report

39%

43%

18%

QUESTIONS #bestUX2016

• 39% of the projects were successful in delivering a result on time and within budget.

• 43% were challenged, meaning they had to scramble or find extra resources.

• 18% failed outright, running out of money or time before they could deliver.

Why is it so hard?

ESTIMATING

QUESTIONS #bestUX2016

Without an accurate estimate it’s impossible to know how much budget you need to allocate and what variables will impact in the final pricing for the work to be done.

Pricing models

• Hourly rate

• Fixed price

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Freelancers have no long-term commitment

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Working with little information

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Sometimes you might not know what it actually needs to be changed.

Key principle for all UX projects

Involve users in the design process

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Time estimation

What do you need to take into account when planning your project?

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1. Have a defined process

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2. Break it into pieces

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3. Record and review data from past projects

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4. Tell them your budget

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UX project phases

The research phase1

The design phase2

The validation phase3

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Constraints

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It includes factors such as budget, time available, delivery deadlines, resource availability, information availability, related projects, access to tools, and legal documentation.

Five lessons to scope and estimate better

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QUESTIONS #bestUX2016

1. Remember that product scope, project scope, and estimates are

separate things

2. Make sure everyone understands the scope

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QUESTIONS #bestUX2016

3. Involve key stakeholders, including the delivery team and those at your

company who will approve and operate the end product, in scoping

4. Ask for an estimate that breaks the work down into a detailed list of tasks

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5. Expect some uncertainty levels but ask them in estimates

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Bruno [email protected]

Charles [email protected]

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