Chapter 7. Nurturing the Team
The Critique
One of the best techniques for driving up quality while taking advantage of the power of a centralized UX team is the design (or for that matter the research) critique. Creativity comes from a cycle of exploration and convergence. The richest exploration comes with a diversity of perspectives collaborating and uncovering areas to explore. Design may begin with a charrette focused on the design problem, but the exploration continues and is refined through a series of critiques. The critique is a gathering of those diverse design and research skills to focus on early ideas and to explore them, and eventually to refine them.
My Tablet team gathered each Monday in a team room we created from an old conference room. We arranged comfortable chairs in a semicircle around a projection screen we had set up at one end of the room, and the walls were covered with floor to ceiling whiteboards. Standing by the projector was one of my designers who had been sketching alternative approaches to represent the passing of time as a digital pen was pressed against a screen. Gathered in the room and in various states of comfort around the chairs were my designers and my researchers as well as the project manager and a couple of the developers who were working on the feature. The designer presented each idea and we discussed how it worked as a design. We talked through what users needed and how they think about time. We brainstormed other alternatives and variations, and sketched on the whiteboard. We compared the ideas based on how well they delivered on the needs identified. Over time, as one Monday passed to the next, and as more and more lattes were consumed, we moved from the traditional metaphor of the hourglass to something that looked like a clock to a more abstract design like a bar sweeping in a circle. To enable targeting, we decided to remove the center, and something that looked more like a donut emerged with a moving comet of light passing around the circular path; it entered the vocabulary of Windows design and from there has propagated through the industry. The process began with a very functional need to show as a pen pressed to a Tablet that time was passing and the user needed to be induced to wait until a menu became available. The critique resulted in an even more flexible indicator that could be applied to many situations and carried an aesthetic that fit within the design language that had been developed for the operating system.
In addition to the obvious benefits for improving the innovation, quality, and effectiveness of the design, there were other benefits as well. The process of bringing the team together for charrettes and critiques drove more consistency across the team’s design, and grounded it in common user assumptions. It helped unite the team in how it thought about all of our designs. It bonded the team as a team, and reinforced the values that were common to the team. It also educated stakeholders by exposing the design process to them, and indeed giving them experience in being a part of the process and exercising their own design-thinking skills. It made the design a creative collaboration.
Growing Performance and Careers
Coaching is unlocking a person’s potential to maximize his or her own performance. It is helping him or her to learn rather than teaching them.
Timothy Gallwey
You have several tools as a manager or lead that you can use to raise the level of individual performance and to grow performance and impact growing careers. Much of the year you are working with individuals one-on-one, or as part of a team to motivate, guide, and support them. You have the portfolio of recognition tools available in your organization and that you have created. You have career discussions and various feedback tools that can be used to refine performance. And of course you have formal and informal performance reviews that build on the other interactions. Together they are all aspects of the coaching function of leadership — the growing of the individual talent on your team that results in growing your overall team.

Hints from Experienced Managers
Encourage every day. Thank people for their hard work. Be sincere. Don’t be serious all the time; save that for when things are really serious and it will have more impact.
Listen always. Open door, means an open door (as much as possible). My job is to be interrupted.
Robert M. Schumacher, PhD, Managing Director, User Centric, Inc., Oakbrook Terrace, IL
1. Encourage and support your staff to be creative in their use of methods and approaches. This field can get very dry and routine (depending on industry/role) and as a result, the output of the work can become “canned” and people lose the energy they had at the start. Look for ways to reward people for innovating new methods and approaches to answering important research questions better.
2. Just because someone isn’t complaining about something doesn’t mean you can assume everything is fine or just ignore their situation. Many of the better performers do not like to be the “squeaky wheel” and many managers believe that if someone doesn’t squeak, they don’t have problems. It’s important to look at what everyone is doing and evaluate how they are feeling. Asking them is a good idea too!
3. Only as the exception share information differently among your staff because you have a relationship with someone or they are someone that asks lots of questions. You don’t want others to get wind of this and you also don’t want to put your staff into a position where they have to hide information from their peers. This develops a level of distrust that is difficult to fix.
Ross Teague, PhD, Partner and Director of Research, Insight, Raleigh, NC
A great article and concept of “Everyone gets a trophy” is how many new employees have been raised and brought up. The need to appreciate all efforts rather than single out stellar individuals can have a large impact on the psyche of today’s youth.
Gavin S. Lew, Managing Director, User Centric, Inc., Chicago, IL
Setting Commitments
Next to understanding what motivates the individual, the most important thing you can do with each individual is to have clarity around your expectations, the goals the person is working toward, and how they will be measured. Companies take different approaches to how the goals or objectives are framed. At Ameritech the objectives were to be aligned along a golden thread, where an individual’s objectives mapped to their boss’ objectives, which mapped to their boss’ objectives and so on, up to the business model for the organization. Each individual’s activities should clearly be aligned with how value is delivered. At other companies the commitments are more focused on the impact the individual plans to have, and as a manager your job is to ensure that the various commitments across the team allow you to achieve the strategic objectives for the UX team. The commitments may be coordinated with those of the teams you support as well.
For each commitment specific activities undertaken should be defined, and the metrics used to measure whether the commitment was met should be described. Metrics ideally should not be just about doing the activity, but should be defined in terms of impact. UX does not design or study users for the sake of the activity; it creates great products that matter to users. For some projects and organizations this process can be fairly straightforward. For others, your visibility may be limited to a few months if projects frequently change and the demands on the UX team vary based on the immediate context. In that case you are trying to work with the individual to create a framework for measuring success that can handle the changes in the project over time, and that lets you update as needed. When performance reviews include both the concept of meeting expectations and exceeding expectations, it can be useful to negotiate a description of what exceeding expectations looks and feels like with the members of your team.
At one point I took a class on risk taking. They made the point that there are actually three states you can be in. Many people gravitate to the safe end of risk. They only take on things they know they can succeed at. They set commitments low, and may claim big results and want big rewards at the end. They typically never fail, not because of extraordinary abilities but because they have not pushed themselves enough. At the other end are those who gravitate toward taking on extraordinary challenges where they are almost guaranteed to fail. This was a new insight for me. These are people who are like the first group, however, because they know they are likely to fail, but failure does not hurt. It again often means they are not pushing themselves all that hard, but they will talk a lot about how impossible the task is and how heroic they are in tackling it. In between these two extremes is what the class called the zone of optimal development. This is the zone that appeared in my climate survey, and this is where flow happens. It is the area where the tasks are sufficiently challenging that there is a probability of failure (and some failure may happen), but with careful planning, hard work, and applying talent and experience usually there is success, and you learn and get better from the experience. This is where you want your team.
The goal is to have very clear commitments, but commitments that challenge appropriately. When at the right level there should be some failure, but success should be more frequent and the impact should justify the occasional individual failure. As a manager you can use your UX team to ensure that failure does not result in failure for the larger organization you are supporting.
Fruitful Coaching
You are a manager and a leader because you cannot do everything yourself, and your impact is going to increase dramatically as you work through your team. The process of achieving impact through others and increasing that leverage by growing the ability of others to execute and add to the direction you are providing is called coaching. It is about providing direction and empowerment without doing the job yourself.
Coaching takes time, but it is critical to creating a high performance team and accomplishing your user experience vision. I have found that when I have a half a dozen reports or less, I can do the weekly one-on-ones and have the frequent casual conversations that enable me to feel like a coach. As my direct reports go up from there, administrative and other management overhead tends to go up and the opportunities for deep coaching get fewer and fewer (and my team gets more and more frustrated that they have less and less time with me). In my current job I have had to manage the nine direct reports and manage contractors and vendors. In addition, the expectation is that I should be leading other major projects and virtual teams composed primarily of engineers. This hurts the ability to coach as effectively as I would like to coach. In this situation part of what I am working on is trying to find ways to work around the barriers to success. One obvious step is to build in another layer of management. As it happens, there are larger organizational constraints that are not letting this happen, so the best I can do is to leverage one of my senior people as a business manager to help with the coaching. Then I must find ways to reward her for the management role she is undertaking without a management title (a further limitation placed by human resources policies within the organization).
It is probably not too surprising that research suggests that one of the most important reasons that people do not do what we want them to is that they do not actually know what we want them to do. When you clearly state the goal, what success looks like (and potentially how it fits within a bigger picture that is worthwhile), your team can generally figure out how to get there and will deliver success. A clear understanding between the manager and the UX professional around the commitments and how they will be measured is an important step toward effective coaching.
The vision and strategy should provide a framework for the goals, and the granularity you need to get to with the goals will vary depending on the seniority of the person and their own skills and alignment. You own implementing the larger corporate goals and interpreting them as the context for your team and the role of user experience in meeting them as well as inserting your own special sauce and vision as a leader. Engaging people in shaping the goals, adding new goals and sub-goals, and receiving mutual clarity in what everyone is doing and how it fits together is part of the process. To define success people should also know how accomplishing the goals will be measured, and how they will know and how you will know when the goals have been accomplished.
Another aspect of coaching is to delegate and to help team members create and track to plans for achieving the goals that have been agreed upon. Some employees will require more intervention than others. Part of what I tell people is that I want to have visibility into the entire process. I want us to talk when the goal is starting, and for us to talk through the planning and to see if there are insights I can bring that they might find useful. I want to get updates as the plan is unfolding both when it is working well and when it is not. I want to be there to help them get unblocked. I also want to see how they think, how they deal with risks and mitigate them, and how they overcome barriers. Finally, I want to know how the project comes out. What I point out is that discussions at each of these points is not only how I can provide the most value to them during the project, but also how I can do the best job representing them during the performance review process. Generally speaking, success and failure are not the measures of the person as much as how we deal with challenges and how we react to success and failure.
Problems will certainly arise, and one of the things I ask people to do is to definitely bring me problems as early as possible, but to also bring proposed solutions and their thoughts on the pros and cons of the solutions. They are usually closer to the work than I am and are likely to have the best information on what to do. Listening to them work through their thought processes is similar to listening to users work through how they are accomplishing their goals with an interface. It helps me understand the situation better so the advice I give is more likely to actually be useful. It also is a way of growing the employee’s strategic thinking and problem-solving abilities, and for you as a manager to reinforce some approaches over others.
The relationship you have with each person is the foundation for successful coaching. People are more open to suggestions and direction when there is a base feeling that you care about them, their success, and their careers. When people feel you have their best interests in mind as well as the company’s interests, they are more likely to work with you. Coaching in that environment is a lot more rewarding, and it seems to open both more opportunity for you as a manager to add your vision to the discussion as well as to engage the employee’s creative energy in magnifying the impact of what they are doing. Relationship comes with trust, and it comes with some of the more casual give and take within a team over time. It also comes from touching base periodically with the team member’s needs, goals, and passions for what they are doing.
There are times when there are more human needs that have to be supported, and there are times when people just need to vent. There is a tendency to want to immediately jump in and solve the problem. But in some situations there is real value in just listening in an empathetic and supportive way. This is the counseling part of coaching, and part of what you learn over time is when just to listen and when to be solution oriented.
Your ability to motivate builds from the relationship. You leverage your knowledge of what motivates them. You ask about what they want to achieve, what they might do if they could do anything, what they aspire to be or do, and how they see themselves in a few years. As always, you need to actively listen. Another organizational consultant I have used advised understanding what gets people excited about coming to work each day, what they want to have done when they look back several years from now, and what they want from you as their manager. This motivational information serves as a framework within which you coach, motivate, and resolve conflicts.
The rhythm of the coaching is about defining where the employee should be heading, how they are going to get there, helping them to be successful (removing barriers, mitigating risk, exploring alternatives), trying alternatives, learning from the experiences and recognizing successes, and applying the learning to the next set of challenges. Over time, you want to grow team members from requiring more of your direction and intervention to the point where they are taking more of a lead. At this point, your support should mostly be monitoring them to make sure they are executing in alignment with your vision, and they are partnering with you in taking that vision to new and more impactful heights.
As you coach in one-on-ones you want to explore the current context with team members. To understand near-term goals and demands, risks, barriers, threats, and opportunities, an informal discussion around a personal SWOT can be useful. In this format discuss what has been happening, what has been done so far and the results, the obstacles and what happened when working to overcome them, and what the emerging obstacles are and how they might be dealt with. Brainstorm a range of options, and push them out of the tendency to focus on what is not possible, what is wrong, and why it cannot work. Get them into “what if” and if that is the goal, how you can get closer. As with your other brainstorming, try to take different points of view to come up with new ideas, and identify other sources of ideas that can be used.
Coaching has to be customized not only based on where people are in their career, but based on their individual differences. People have different learning styles, come with different cultural backgrounds and personalities, and bring different sets of skills and experiences. Focusing on the goals and taking people from where they are at and then helping them be successful in that context leads to different approaches to coaching for each member of your team. It is this diversity that I have found continually causes me to grow. For many people I can make these adjustments easily, but in almost every group there have been one or two team members where I know I am not as effective as I would like to be. This is another good reason to have a mentor. A mentor can help brainstorm approaches to customize your coaching.
Much of what you do as a manager as you coach is about bringing a broader context to the work process with your team member, helping expand the number and diversity of options explored and improving the selection process, and supporting execution. Often like Socrates it is about asking questions that lead the employee to come up with better results. In doing this, another part is much like a coach in a sport — it is about giving experiences that grow specific skills and then leveraging those skills. You are raising the level of challenge in a way that brings out the greatest engagement and creativity from your team. You are putting them in the flow. You are an instrument in creating that ideal working environment. It is the coaching that keeps people growing and fresh; when that stops you risk losing people.
Lavishing Recognition
The literature suggests that part of what makes a great work climate — a place where people want to work and work enthusiastically — is that their work is recognized as having value and is being valued. Other research suggests that beyond a certain point pay is not as important as the personal metric of whether people are rewarded for what they do. Rewards and recognition also are clear metrics of what the right path is, and are more effective than punishment (which tends to generate more random behavior) in driving desired behavior when handled well. More recent research suggests that the generation coming out of school in the United States and entering the work force have been brought up in a world where the focus of their parents, teachers, and other caregivers has been on building their self-esteem and rewarding virtually any behavior. Managing this generation will be a challenge.
As a principle I want to praise and recognize often. I never do it enough. I also want to be smart in my praise, and focus it on behavior that I want to reinforce. I feel that the most valued praise seems to be the type that specifies what it is I actually appreciated about the good job (e.g., “Good job! What I really liked about that was when you … and it had the effect of …”). The knowledge you acquire about what motivates each person for your coaching can help you frame praises so that they are as effective as possible.
I use a variety of types of praise. At most companies there is a set of formal rewards that can be offered that communicate praise. Sometimes only the manager and the employee are supposed to know about the awards, and at other times they can be public. At some jobs I have been able to give small spontaneous awards or even to empower members of my team to give them. A common award was an American Express gift certificate. Verbal praise in person, in team meetings, or in e-mails also works. I mentioned in Chapter 6 an informal recognition that one of my employees, Sindhia, came up with. It involved buying a few small items from a store (a plastic lamp, a football, a Rubik’s cube, etc.) and exchanging them as members of the team did remarkable things, and then the person receiving it was charged with looking for something someone else did to reward and then to pass the token on. Another employee, Sal, shared a custom his family used for birthday celebrations where each person would share something that they especially liked about the person having the birthday. An interesting online tool used at some companies enables you to send quick praise to a peer; it is automatically copied to their boss, and they get something they can post on their door. The praise an individual receives shows up as a kind of “badge” in their online profiles. Creating an environment where everyone feels free to praise their peers can be very powerful (e.g., see Figure 7.1).
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Figure 7.1
Evana’s praise of her colleague Pam for leading a team.
(Artwork used by permission from Evana Gerstman.)
When I receive praise e-mails from clients, I like to respond to them and copy my manager. For praise that carries a message I especially want to share, I may copy managers both up the line and across the organization. In doing this I am hoping the managers will hop on and add their praise as well. This has the side benefit of ensuring the names of the people having the most impact are known by senior management when performance review calibrations happen. Copying the team not only shows that as a manager you praise good effort and make work visible to others, but it also is an opportunity to send a message to everyone about what you like and want to see happen. Copying others in the organization can be a way of making great work at the working level visible to more senior management who need to support the growth of your team. Finally, another of my team, Alexander, had the excellent idea of saving all the praise e-mails in a single folder. That has made performance review preparation easier, and it also is a pool I use when presenting the “state of user experience” address at various senior manager business meetings. It gives me a source of quotes I can use for the “big successes” part of the story.
Can you praise too much? Yes. “Too much” is when you defeat the purposes previously mentioned. When you praise without linking it to specific activities it falls into the “Have a great day!” category, and when you are praising randomly and too frequently, it loses its meaning. It can make things worse when you praise and it ends up reinforcing the wrong behaviors. Praising only a few people can hurt collaboration. You do not want to establish yourself as a nice person; you want to be shaping the right behaviors and creating a specific atmosphere with your intentional and appropriately lavish praising.
Doing Performance Reviews
My favorite thing to talk to people about is their careers. I enjoy talking with people about their aspirations, how they might apply their strengths to achieve them, and where they might want to grow additional skills to accomplish even more. One of my least favorite management conversations is the performance review conversation. Much of the literature suggests that the forced rank ordering process does not help motivate employees, and yet every company I have worked for has used it. Even for many of my best people when I sit down with them to do the performance review process they immediately go to the “growth areas” list, the rank ordering section, and the money. In recent years, even when the review feedback is largely positive, raises have been so small my best people often are disappointed with the compensation. But doing performance review is part of the job, and how you do it impacts the climate within your team and your ability to motivate individuals.
I remember one of the reviews early in my career when my manager announced we would do my review in the car while she went to pick up drapes. The review was very important to me, and I still remember how I felt when it seemed like drapes were more critical than I was. As a result, I believe it is important to give it my best on behalf of each member of the team whether they recognize it or not. At one company they had wisely forced a separation between the performance review and the career discussion, and I think that made each more productive.
Much of the performance review work is hidden. For the UX manager, if the ranking part of the process is against the rest of the engineering organization, you find yourself not only arguing on behalf of the individual but your hidden agenda will be arguing on behalf of user experience. For each individual, therefore, I begin by collecting the praises and compliments about each person that I have received and saved over the course of the year. I try to summarize the impact they have had, and to do it in terms that are likely to be similar to those used by the engineering managers about their teams. I collect 360 feedback from the people each person works with to add richness to the descriptions, and tell compelling stories about their impact. When I know of other user experience teams working in a similar space, I meet with the managers of those teams to calibrate across the teams to make sure I am using similar criteria. I also go through the various skills lists the employees should be demonstrating at their levels of experience to identify where I think they are, their strengths, and where they should be growing. Often I have had to complete a spreadsheet with the ratings on various dimensions. I also put together briefs about each of my direct reports to make sure I have thought through the points I want to raise when I defend my ratings in the calibration process. When I have managers reporting to me, I ask them to do something similar in anticipation of the calibration process we will hold; if the particular organizational structure does not allow them to do this, then I use their input when preparing my ratings and briefs and as a reality check on my analyses.
I remember the first time I was in a performance review calibration meeting at Bell Labs as a manager. The department was probably between 20 and 30 people. We had to rank order each person in the department and there could be no ties. There was an additional factor that was in all of our minds in that the manager’s rating partially depended on where their people fell in the overall stack, so each manager was arguing on behalf of their own performance. It was kind of ridiculous in practice since the position of one person versus another ended up only driving a hundred dollars or so in compensation. In this particular session you saw all the political games at work. I remember one person wanted to negotiate a deal. They wanted to say “If you put person A here, you can put person B there.” But when they offered it up, everyone jumped on it with “Okay, we’ll accept putting person B there, but we’ll see about A later.” The calibration went on all night, and at one point a physical scuffle broke out between a couple of the managers. I am sure none of the people who have worked for me even came close to imagining how intense some of these sessions can be. Fortunately, while often intense, the calibration sessions since then have been far more civilized. Being well prepared, having good relationships with the other managers, and the skills and preparation of the person leading the calibration make all the difference.
In general, across the various companies I have been at the employees document their accomplishments and their own analysis of how they did. I then use the material I have collected, the feedback from the people with whom they work (the 360 feedback), and craft my comments. I spend a lot of time on this. Employees argue, correctly, that at some level — no matter what the company says — the process is subjective. Yes you can argue whether or not an objective was met, but often for user experience the objectives frequently evolve during the course of the year and how one is ranked often turns on what was done, how it was done, and more subtle aspects of how much impact the employee has had. So for me the 360 process where you hear from those with whom an individual works provides very important data. Since we are about impact and driving user experience into the organizations in which we find ourselves, the data of interest are how those organizations see us. The 360 process, the collection of strengths, areas of growth, and perceptions of impact that come from those with whom we team and who are impacted by our work as well as from those up and down the management chain, are in fact the metrics that speak to team impact and individual performance.
I apply my own experience and evaluation as well, and that of managers working for me, but I have found that my analysis aligns well with that of the organization (as it should, if I have been effectively working with each person). The organization’s feedback is the most persuasive and least subjective from the employee’s perspective. They understand and can cope with the ratings a little more when they come from the people they are working with every day.
When I was at Ameritech, they introduced a 360 process where managers and leads would get input from anyone who worked for them, all employees would get input from their peers and people they worked with, and everyone would get input from their managers. The questions that were asked included “What should the person continue doing? What should they do less of? What should they do more of?” When the company has no such tool, or when an employee just wants to get feedback, I add “What is this person’s strengths?” and “What other feedback would you like to share with this person?” I also sometimes add a few Likert items for skills that are identified in their growth plans and identified as strategically important for UX to be effective in the organization. The Likert ratings provide numbers that can sometimes be used as part of the discussion, especially when they are informed by the verbatim feedback.
When I write a review I try to stay fact based but use the facts to speak to broader themes. I try to avoid the situation where the employee and I fight over whether a particular fact happened as it was reported, but rather use it with others that I have in my pocket to speak to what the impact was and how it was perceived and experienced. I use anonymous quotes to give texture to the write-up. In general, I structure the write-ups by starting with the overall positive impact and strengths, highlighting a few growth areas, and then summarizing with the vision for the next year and how leveraging the strengths and growing in a few areas should result in even more impact. In some cases I describe how the feedback aligns with attributes in the career ladder that correspond to the employee’s level. I try to identify roughly three growth areas for the person to concentrate on over the next year. For the best people, that is sometimes a challenge and is a discipline for me to make sure I am really looking hard and working with them closely to make them as good as they can be. For the people with the most issues, I do not want to discourage them by laying out all their issues. My attitude is if each year we could make progress on just a couple of areas they would be growing in important ways; often that growth will improve their skills in other growth areas.
One principle is that the review feedback should not be a surprise to the individual. That can be hard if it is their first review, or if they have not worked with you very long. I often find that it takes between 3 to 6 months for me to really get a handle on an individual’s growth areas, since most of us have developed strategies to try to work around, compensate for, or hide our growth areas. I have personally been surprised by feedback I have received at performance review, so clearly preventing surprises is not easy. After a recent layoff where people at various places in the team stack rank were let go some of the people remaining were surprised with where they ended up in the rank order since the layoff happened just a couple of months before the review period. Ideally, it should not be a surprise. Strengths and growth areas should have been discussed as situations arose during the year highlighting each. Some people keep tickler files on each employee to track the incidents that illustrate the good and not so good.
Most managers I have had only share the review during the review discussion, and the idea is that I will go away and come back with questions before I actually sign it. Others share it in the meeting and want an immediate signature that the meeting took place. I have sometimes shared the review write-up before the meeting so people can process it before coming to the meeting. There is no strong difference between sharing it early and sharing it in the meeting in terms of how the meeting actually goes.
At the review discussion I welcome the person and try to settle them in. There is usually less small talk than in normal one-on-ones, but there is some. I then lay out the agenda for the discussion so they know what to expect. This typically involves my talking through an overview of the year’s accomplishments as we both look at copies of the write-up. I provide my commentary on what I thought went well and what did not go quite as I had hoped (and I recognize circumstances that may have been important in the success or failure as well). I then move to what I saw as the strengths the person demonstrated during the year, and to areas where I feel if they grow more skills they will have more impact. This often is where there is a fair amount of Q&A ranging from the particular incident that led to the comment to comparing where the person is to others at the same level. I try to not select growth areas that only have a single incident behind them (one of my biggest gripes with some of the managers I have had). Then I share the ratings and typically the compensation changes. I invite any final questions and we talk more generally depending on what is on the person’s mind. Finally, I describe any next steps (e.g., when the form has to be signed by, any process for them to offer a rebuttal, etc.). This has been a fairly consistent process with each of the teams I have managed.
The biggest challenge is not getting caught up in point-by-point defenses. If the process is done right, the strengths and growth areas clearly are major themes of how the person performed over the year, and the impact is the impact experienced by teams and that could be compared across the team. Some individuals, often those at the lower end of the scale, will approach the discussion more like a checklist and will be trying to argue each check on the list. In situations like this, as with conflict resolution, I try to get them to focus on the future, and get them to understand that it is not about how they see themselves as much as how they are seen by others, and that the data I am sharing represent broader themes. I also try to keep them from trying to speculate on which individual was the source of a particular comment (since hopefully it came from more than one). The general recommendation is to get them to share what their own needs and goals are, and to get them to generate plans that address the themes highlighted that will move them toward satisfying those needs and goals. Having clear commitments and speaking to evidence as it relates to skills in the career ladder helps.
Another perspective on this was described by the managers participating in the Adaptive Path workshop as they discussed how to effectively review (Adaptive Path, 2008) their team members. They began by pointing out that you need to communicate clear expectations. Factor in the person’s career and other personal goals (e.g., building on work-life balance discussions). They also recommended what I have found as well — leverage peer and client feedback. Have a consistent scoring system that you can use across your team that your team understands. As discussed earlier, the objection is often that performance reviews and coaching are subjective, and to some extent they are, but you want to build the confidence that you are working from the facts; you want people to understand the rules they are planning by so they can act accordingly. Track the results over time, and give feedback on an ongoing basis. The goal is that neither of you are surprised when you get to the big performance review. This may be a challenge if you are in an organization that does an end-of-year calibration and a forced distribution of ratings, but if you can avoid surprises it is more likely this process will turn into something useful. Finally, at those formal feedback times, deliver the news with compassion, be prepared and fact based, and focus on positive steps that can be taken.
After the process I usually go home, have a glass of wine, and get hugs from my family.
Encouraging Professional Activity
Professional activity can be a reward, can be part of career development, and can enhance the quality of your team’s work. It can be an important tool as you coach and define tactics to implement your strategy.
When I was still early in my career at Bell Labs and was working for Judy Olson, the ACM SIGCHI conference was held at Gaithersburg, MD. I remember us all loading onto a train in New Jersey to head down to Gaithersburg. Someone in the group had smuggled on various alcoholic libations and food, and as you can imagine we had a wonderful time bonding and building team identity. At least the rest of the train could identify us based on the laughter filling the car. At the conference, I remember hearing John Gould’s paper on user-centered design, and the research and intense discussion on whether scrolling a window should scroll the content past the window or scroll the window past the content. I remember coming away both with new ideas about how to think about my work and new friends. These have been friends and colleagues that I have maintained over the years and have continued to draw on for insights about various management and design problems I have faced. I also came away with a sense that one could approach anything they were doing from a bigger perspective, thinking about the larger issues that transcend a specific design in a given situation. Since then I have continued to find stimulation at SIGCHI and HFES conferences, and at UPA, CSCW, and other conferences that I have attended. I found even more ways to derive benefit not only for myself, but for my team, and for my company. But personally, and perhaps as important, I felt that professional activity has been a way for me to give back to the profession a little of all that I have received from it — a small return for the great life it has enabled me to have.

Hints from Experienced Managers
Encourage Economical Professional Development
Especially in tough economic times it is easy to get caught up in the daily and weekly project deliverables and to neglect investing in personal and team development. There are many ways to develop individuals and the team without a huge investment. Here are some suggestions:
Reading clubs: Over lunch or morning coffee, bring the team together.
Member-led workshops: Identify experience topics that the team (and individual team members) are keen to learn more about and set a goal for one (or more) of the team members to become an expert in that topic and to lead a workshop instructing the rest of the team about it.
Vendor workshops: Invite your favorite vendors to teach the team some of their tools and techniques. They’ll likely be honored and offer these workshops at an economical price.
Open office hours: To develop more junior members of your team or to interface with experience experts in other parts of the organization, hold open office hours where they can come to you to discuss research plans or designs in progress. Be sure to include your strongest designers/researchers in these sessions.
Team-led design reviews: To encourage creative design and to develop best practices, establish team-led design reviews. Be careful that these discussions do not devolve into “opinionating” about design (often signaled by “well, I like this …” or “I think …”); instead, help the team grow in providing grounded design rationale (e.g., is there research to suggest, what are tangible/measurable impacts of design alternatives, are there alternatives that warrant testing with users?).
Usability lessons learned: Because experience researchers/designers are often working on their own projects it is likely difficult for them to individually monitor and integrate important user research, usability evaluation, and metrics findings. Help the team grow their expertise by tasking one or more team members to periodically synthesize the lessons learned across the various research and metrics projects. Ask them to host an interactive readout for the team as well as to create a summary report. Consider doing this for your strategic partners and stakeholders throughout the organization as well.
Marilyn Salzman, User Experience Strategist, Salzman Consulting, LLC, Louisville, CO
When I was managing the Tablet and mobile computing user experience team one of my managers, while supportive in theory (at least he paid for my trips), periodically would ask “Why do you do this?” He did not resonate with all my answers, but in responding I came up with a series of benefits. Professional activity contributes to the business by:
• Providing continuing education for the UX professionals.
• Providing leadership experiences for UX professionals.
• Providing support for recruiting great talent (from interns; to new grads; to mid-career professionals; to seasoned, senior professionals with whom relationships are being built).
• Inspiring innovative ideas that apply to corporate projects.
• Encouraging UX people to derive general principles from their work that apply across projects.
• Recognizing and rewarding excellent UX work.
• Adding to the user-centered brand of the team’s company and products.
• Enabling the UX team to influence the direction of research and the industry.
• Protecting the company’s innovations when patents are not appropriate, by making it public.
• Increasing the satisfaction of the team by building relationships.
• Improving the quality of the UX team’s work by engaging external critiques.
There are many types of professional activity. There are excellent conferences, and most of the larger societies also have local chapters in or near major cities. There are workshops and symposia on special topics. There are events sponsored by various groups or combinations of groups like World Usability Day and National Ergonomics Month. For these activities, you can attend, present, sponsor (and have your company’s logo plastered on lots of visible places), and can get involved in running them and shaping the program. Even getting into a position reviewing content for the program is an excellent opportunity to get on the inside track of emerging ideas and get a sense of what is happening, and to get a better sense of what excellence in user experience looks and feels like. There are even opportunities to get involved in the sponsoring societies themselves. Your team can become members, and get benefits such as journals and access to libraries such as ACM’s digital library. Some societies have competitions and there is recognition that comes by winning that can aid recruiting. Team members may want to get into leadership positions and influence policy. There are publications sponsored by the societies and other publishers, and turning work into articles is a great way to get people to think more generally and come up with the big ideas that can really make a difference in a company. You can also get a position on the editorial board, and while reviewing for conferences there is a chance to get early insights into emerging work before it becomes available to others.
I consider customer interactions as a kind of professional activity, since it leverages many of the same skills. I had a chance to visit several major customers and share some of our best practices around building user experience labs, and to speak at a briefing center to major customers who wanted to learn more about our emerging design practices. We have also gone to industry conferences such as one of the major developer conferences where we talked about design patterns for natural user interfaces. Other places where your team can reach out are the various social networking sites and list servers that we all use. An area that is sometimes underappreciated is working on national or international standards. Many large corporations are willing to fund their employees to have an active presence there, and you may be able to find funding and develop work outside of your immediate organization that you can leverage to increase the guidelines activity within your team. Working on the first US HCI standard (sponsored by HFES, and now an ANSI standard) and with the CIF and CIF-R efforts (feeding the ISO standards), I have not only had a chance to take a direct hand in shaping the standards of our field but have made many new friends and developed close colleagues. Standards work gives you a chance to represent your company, and also to get an early read for your company on emerging standards. It is a forcing function to get you to read the literature on a specific topic and develop expertise in it.
There are many other ways to grow your team professionally. In addition to people sharing what they have learned from conferences, you can have them share what they have learned from interesting books and articles. Several teams have had book clubs for discussing new HCI publications. People can regularly gather to share their critiques of Web sites or user experience technology research, or even talk about topics that are more general than the specific work they are doing at the moment. When people discover an online training event, either internal or external, or online access to a special speaker, they can arrange for a broadcast to the team and discussion afterwards.
Finally, there is the opportunity to work with universities. I have had several opportunities to teach, and through the teaching to bring great students into the companies for whom I have worked. Teaching gives me a chance to represent my companies to the students who in turn take that understanding and perspective with them. I have sponsored industry-shaping research at various universities, and collaborated with university researchers on projects that provided insights we could not get in any other way. Universities are also a great source of interns, and the front end of the pipeline for bringing new talent into your team.
Even assuming you give flexibility for individuals within your team to choose activities in which to participate, and assuming the activity fits within your budget and corporate policies, some of your people are likely to participate but many will just concentrate on their jobs. You, however, can encourage and potentially reward activities that meet your strategic goals. A framework that can be used to prioritize your involvement might look like the one illustrated in Fig. 7.2.
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Figure 7.2
Professional activity model.
Each of the major categories of professional activity in which a UX team, or individual team members, may participate is listed. The major benefits that each activity might provide are also highlighted. Finally, you can prioritize the benefits with respect to the needs of your organization. The result is guidance on where it might make sense to invest team effort and an organizational budget. This can be refined by attempting to weight each category by the importance of the benefits for your UX program.
If you think about the potential resources you may have to invest, it obviously begins with the motivations of the individuals (which are influenced by what and how you reward the activity). For most of my career professional activity and broader research has at best been tolerated and has occasionally been punished, so recognizing and rewarding forward-looking research, generic research, and professional activity has largely been up to me as a manager. Another resource is your own budget. There is usually training and travel budget you can draw on, and budget may be provided for professional memberships (and possibly for subscriptions and books). You may also have a recruiting budget that you can apply, and your recruiting organization may have a budget you can draw on. These are often great budgets to drive sponsorships, which in turn can result in free conference registrations for your team. If you have a centralized user experience team or a research organization, you can sometimes find budget for professional activity. Another place to look is marketing (or market research budgets) for funding can be justified by conducting research at a conference.
By looking at the nature of the budgets that are available against prioritization, you can develop a specific action plan that drives the most value out of your professional activity. If you tie business-relevant metrics to these activities (e.g., number of recruiting contacts made, interns brought in, publications, etc.), you are even more likely to be able to grow professional activity over time.
There is one logistical detail that should not be neglected. External presentations or publication of work can have legal implications. At Bell Labs, we needed to have peers in an organization outside of our own review material we wanted to publish, and an executive needed to pass on its suitability for external publication (i.e., that it would not compromise AT&T’s proprietary information or violate customer privacy). At other times, I needed to submit content to the legal department with a rationale for why it was appropriate to publish it. More recently it has been my responsibility (or my boss’ responsibility) to determine that content was appropriate for external release, and if legal issues eventually occurred, the consequences would also be my responsibility. It was my job to use judgment about when to bring in legal people for a review. If your team is new, you may need to work with your management team and the legal support for your organization to define an appropriate policy.
Managing Conflict
Stellar teams are invariably made up of quirky individuals who typically rub each other raw, but they figure out — with the spiritual help of a gifted leader (such as Phil Jackson at Chicago or Los Angeles) — how to be their peculiar selves and how to win championships as a team … at the same time.
Tom Peters
There are studies that suggest an estimated 20% of a manager’s time is spent resolving interpersonal conflicts. I do not think it is quite that much of my time (meetings and e-mails are another matter), but it is true that people in conflict do take up a tremendous amount of energy and time. Conflict can get in the way of delivering the great experiences we want to deliver, and the clashes between people can cause all kinds of personal cost in emotional well-being and psychological (and physical) health. That being said, conflict is probably inherent in the people gathered by external forces (a hiring process) and placed together and told to get a job done, especially creative, right-brained people who have to function in the middle of a left-brained engineering culture. Bringing smart, assertive, and confident people together to solve problems that have more than one solution or path to solution is virtually guaranteed to cause conflict. Indeed, the conflict can be the seed for creative solutions and can drive innovation, almost as easily as it can hurt projects or even cause them to fail. Being a manager, therefore, is not so much about avoiding conflict as it is about managing it. Being a user experience manager should in part be about managing conflict to advance the user experience agenda and vision within the organization.
I remember one time as a new manager at Bell Labs when I was sitting happily in my office going over budget numbers or another administrative task, trying my best to pay attention to the mundane while a part of my head was working on a project problem. Suddenly the door of my office slammed open and another manager stormed in with a “What the hell do you think you are doing? How could you let this happen?” If anyone had been walking by and looked into my office at that moment they would have seen the notorious deer in the headlights look. I had absolutely no idea what she was talking about. The first thing I needed to do was calm her down so we could talk. I got her to sit down, and started through the process talking a little slower and soothingly to get her to do the same while projecting a concerned and problem-solving attitude. Inside, of course, both flight and fight reactions were going on. I knew that if I actually expressed either the situation would escalate.
I once took an interesting variation on the Myers-Briggs questionnaire. It assessed interpersonal style under normal situations, and then profiled one’s style in conflict situations. While normally I have more of an analytical style (which goes with being a conceptualizer) and lean toward introversion, in conflict situations I have more of an assertive style. While I prefer to deal with problem solving analytically, I also recognize that internally I am hypersensitive emotionally to conflict situations. I tend to project what, in the Northwest culture I grew up in, is seen as a stereotypical Scandinavian coolness (as in “That was so hilarious it took everything I had to keep from laughing.”). As a problem is building, therefore, I may seem to be ignoring it. Inside it is building to an exploding point. When it reaches that point, then my inclination is to gird myself up, confront it, and resolve it. In resolving it, the place I typically come from is “Hey, we are two human beings. This is just a job, not life and death. Let’s just work this out.” That is how I approached the situation with my colleague at Bell Labs. While this situation resolved amicably, I find it difficult to teach my team to resolve conflict; it is just one of those skills I am not very good at passing on to others.
On the other hand, I have known several people who are good at it. At Ameritech I had a contractor working as a usability researcher, and it turned out that on the side she had been formally trained in conflict resolution. Time and again I could pull her in and she had a process to drive resolution that worked for all kinds of conflicts that arose in the course of our projects. More recently I have had some teams where individuals within the team seemed to go through periods of clashing with each other. Usually they are attributing some hostile intent to the other person, when in fact it is usually because the participants have somewhat different goals and are simply not communicating well with each other. One of the senior people on my team, Karen, is excellent at listening to each of the conflicting individuals to get their points of view, sitting them down together and getting them to listen to each other, and finding actionable win-win ways to move forward.
In general, when I work with my team as conflicts are starting to arise I first ask them whether they have talked to the other person directly about what they have heard and what they are feeling, and whether they have attempted to deal with the conflict directly. I believe the manager is not the first step in conflict resolution, but rather an escalation point partly because effectively dealing with conflict is a sign of growing as a professional. There is an interesting article by Gatlin et al. (2009) that argued there are eight causes of conflict. Conflict comes from conflicting needs, it comes from conflicting styles and conflicting perceptions, it can come from conflicting goals or conflicting pressures, it can come from conflicting roles, and it can come from conflicting values and policies. These sources, I find, often lead to conflict because of breakdowns in communication.
When you work with team members there are a variety of ways to deal with conflict, and as with situational management styles there are times when it may be appropriate to move between them. Each team member may have their own preferred style and will often become more effective as their toolkit becomes richer. One style is confrontational. This is often where conflict starts and it is typically highly emotional. There are times when it can get things done that need to be done, but you have to be careful to not win the battle and lose the war. Another style is compromise. In this case each person may need to give something up to reach a settlement. Here the danger is that the solution reached is not right for the business even though it deals with the conflict. Collaboration is a third style, and is sometimes known as driving win-win solutions. In a sense this can be thought of as win-win-win, as the solution may be more than just the least painful, a compromise, and may actually represent a new and better perspective on the problem. A fourth style is accommodation where someone just gives in. The key here is to realize that some problems are not worth fighting for, and accommodating at one point may mean someone will accommodate in the future when you want something. This may even be a little like sacrificing a pawn when playing chess in order to end up being in a better position. Finally, there is avoidance. Avoidance when there is a real problem can be bad. But avoidance in the early stages when you can steer around a problem — avoiding someone’s hot button by being aware of what is needed in order to make progress and achieve a goal — may be appropriate.
There are a variety of principles that are used by people who are trained in conflict resolution that can be adapted to work situations. At the risk of stereotyping, user experience people frequently approach problems with a lot of passion. Many of these techniques are particularly good at reframing the problem to make it more tractable. These techniques include:
• As a manager, create a fair process that assures everyone will be heard, that models the focus on solving problems, and gets away from winners and losers. Insist that everyone be treated with respect, and that all share responsibility to achieve a solution. Recognize that each side typically feels wronged and/or threatened and is hurting. As a manager, practice emotional intelligence and look for what people are feeling.
• Define the conflict objectively, rather than subjectively. Move beyond feeling to thinking. If each side can clearly understand the objective facts of the conflict it can be easier to resolve.
• It should not be about one person against another person; it should be about solving the problem. It is after all just a job. Focusing on the problem itself allows each person’s perspectives to become elements in the solution rather than choices where one is right and one is wrong.
• Find the shared goals. If you can find out what each person wants you may be able to find a way to satisfy both. The question is what does each really want, and what are their priorities? What are they willing to give up in order to achieve higher order goals?
• Conflict often begins with miscommunication, so resolution needs to be grounded in creating communication. Communication begins with active listening. As a manager, use neutral language.
• Create a neutral ground for the parties to come together. This is often the manager’s office when it has escalated in that direction. When I personally have stepped out to resolve a conflict, I make it a point to go to their place of comfort or to find a neutral place like going out to lunch together or talking over coffee.
• Drive to actionable steps that make progress. Begin with what is doable. Get each party to express what specific actions they would like to see the other party take. As the manager you may actually take away some of the action items.
• Forgive, forget, and keep things in perspective. There are always more significant problems in the world than those we face at work. We are working with other human beings, and as user experience people we should care about them in the way we care about our users.
• Realize that often there is a richer context and the conflicting parties are probably impacting others. Resolve the conflict in the most effective way possible and take the pulse of others who might be impacted and be sensitive to their healing as well. Make sure they are not being randomized, and instead are focused on their work. Make sure they are feeling supported, but also that they see you as fair and just and that you are modeling how you want them to approach their jobs. What you do with the conflicting parties will teach them how they should deal with conflict.
Focusing less on the past and more on the goal is important. Avoid getting caught in resolving “facts” that cannot be verified and that are interpreted differently by each individual. Still, I have seen value in just getting each person’s perspective out on the table. Find out what happened in the context of each perspective and the feelings it caused. Each person’s perspective has validity and should be heard. The sharing can potentially help each person understand the richer context of where the other is coming from.
A controversial area is whether or not the manager should bring the conflicting people together. One article says to never interview the participating parties together, and to ask them not to communicate to each other about the issues or with co-workers. I suspect this advice is more about the conflict that arises due to a hostile workplace. I am not dealing with conflict in this area, and my clear advice on that kind of conflict is for the manager to go directly to their Human Resources representative as soon as they learn of it and take the guidance of their HR person on how to handle it. Each company should have very clear steps that they want the manager to follow, and anything in the “hostile workplace” area is very serious and should be handled in close partnership with your local HR person.
Creating Work-LIFE Balance
Clearly work-life balance is important for each member of the UX team, as well as for the entire team so everyone can be as vibrant and creative as possible. The right balance also provides a willingness on the part of the team to bear down for the short term because they know in general they are being treated well. Obviously we all know from the research that stress shortens one’s life, and many of us have seen it impact health and the quality of performance. It often comes from within, however, as a way of avoiding the guilt of not attaining a bar we have set for ourselves. Being responsible is about actively managing your load and activity, and achieving the level of healthy stress that keeps us energized. Just as people should be mostly doing work that they find exciting and where they can have a meaningful impact, they are only really successful when achieving both professional and personal goals. They need to manage their own lives not just day to day, but toward the future as well (just as the group is being managed). They need to make sure there is time each day to take a breath and think about where they are at the moment, where they are heading, and to adjust their course.
This is one of the toughest problems I have faced over the years. I hire people and try to match them to jobs they have a passion for. I hire people because of their passion and desire to produce excellent results, and their commitment to taking responsibility for the quality of their work. I try to create an environment where they get into the flow and time disappears. I also reward them for their impact. That can mean that even when the project is scaled properly on paper (and often it is too ambiguous to scope cleanly), my best people will work their butts off to deliver something that makes them proud, but they often work too hard.
Unfortunately when the annual corporate climate survey is taken and they see the item on work-life balance they typically rate it as “Terrible.” Yet in general, I have given them the power to say “No!” to requests (including to me) and I will support them. I tell them I would rather know up front because I typically can find another way to get the job done if they do not have the capacity, or I can help them reprioritize and negotiate with their clients if necessary. The only time the issue appears during performance review is when someone is not as productive as someone else at a comparable level. It is usually only the most mature of my team who have learned the skill of managing their own workloads to ensure they are able to do their best work on the most important tasks and still have work-life balance.
One lesson I have learned over the years is that I cannot create work-life balance for people. I can do my best at balancing workloads, I can define policies, I can be consistent with my words, and I can try to model work-life balance, but I cannot force people into work-life balance. At least not when I am managing them as a higher performing person where I am trusting them to run their own work. The best I can do is to continue to message my goal for them to have the balance they want, coach them when I see behaviors that I think are going to hurt them in the end, intervene in extreme cases, and to regularly explicitly create a situation where we can have a heart-to-heart about how the work-life balance is going. I can check in regularly with them one-on-one, and take the kind of team pulse that helps me decide whether I need to more aggressively intervene.
I have also accumulated tools to support the discussion. While they are proprietary, the general concepts are what you would expect them to be and similar tools could be created within any team. One nice set consists of a checklist to help the manager and the employee prepare for a discussion about work-life balance, a script to help both the employee and the manager to have a fruitful discussion, tips for the manager to help in the discussion, and a warning to managers about being a good example.
The checklist includes a manager section and an employee section. The manager section reminds the manager to be explicit about making it clear that this is an important discussion, and to ensure that there is sufficient time to be candid. It reminds the manager to review the background material on both why a good work-life balance is important and how to be supportive. It suggests that the manager makes sure he thinks back through the past history of conversations and situations where this has been important, and encourages the manager to draw on his own mentoring and other resources in preparing for the discussion. The checklist reminds the manager to think ahead about what it might mean if the employee really is serious about reducing their workload. What can be dropped? What will need to be made up elsewhere, and how will that happen? What will need to change? The checklist sets the stage by having managers be ready to project openness, clarity, and their position on the topic, and the context. The goal is to find something actionable that both the manager and the employee can agree on, with a clear understanding of implications, time lines, and metrics.
For employees, the checklist also reminds them to prepare for the meeting with the materials provided, advice from their mentors, and other information available. It makes it clear that they need to be drivers, but they also need to be aware of potential implications and be ready to accept them. They should talk to friends, family, and colleagues, and think through questions and bring well-proposed solutions. They should also think through the implications for potential actions, time lines, and metrics. They are reminded to be open, and how to engage in this sensitive topic with their manager.
The script sets up an assessment stage where employees are encouraged to figure out where they are on the “I am satisfied with the balance” to the “I want to change something” dimension. It encourages them to be explicit about their personal life priorities around physical health and mental health; their spiritual, self-realization, and values goals; their family and social goals; and their career aspirations. It also encourages thinking about the relative importance of each. People need to be realistic. They may need to understand it is going to be hard to be rated as the very best in the team if they are choosing to only work part time, but that the right balance point is theirs to determine.
The second step is for the employee to explore with the manager who or what is inhibiting the right work-life balance. Those challenges could come from work, family, friends, personal style, health, or other sources. The script also suggests thinking more deeply about personal drivers (e.g., desire to please, perfectionism, fear of authority, etc.). Then it goes on to suggest they can also think about where they have support in achieving the right balance. With this information, the encouragement is to brainstorm specific personal steps that the employee can take that would help achieve a better balance.
For those steps, the two of you can discuss what is needed and who would provide it. Talk about how to harness the support structure to implement the ideas, and about likely outcomes and implications (and as with most things in life, there are probably pros and cons). Out of that discussion you can identify the most promising steps. The final step is to formalize an agreement about which actions will be taken and by whom with milestones and clear accountabilities to know when they were accomplished and (as with any good user experience activity) an evaluation of whether the desired result was achieved, and if not why not. This agreement is typically not an “official record,” but rather a working agreement between you and the employee; although both of you could decide that some activities are represented in formal objectives.
A section on discussion tips consists of tips that are usual in the UX field, but that are probably worth noting as a reminder. There are suggestions about active listening, and the attributes the discussion should have (honesty, openness, action and solution oriented, clarity, staying focused, etc.). It encourages thinking through pros and cons honestly and candidly, and to be explicit about the feelings that typically float around the various situations that lead to the discussion. The discussion tips document suggests open-ended questions and thinking about the future to get the context out, and then more precision questioning and closed-ended questions to bring the discussion to concrete action. There is clearly a sense that the employee should leave feeling like he owns the action plan, that it came from him and that he believes it will achieve his goals. I would encourage that there should also be a sense of balancing the personal and strategic goals and tactical responsibilities of the team. It is about trying to get at the optimal match that the UX manager is after to put together the most creative and impactful environment. Impact, as we know, is not so much about working more hours; it is about working on the right problems and bringing the solutions that no one else can produce in a way that generates big value for users and the business.

Hints from Experienced Managers
Relax and give things some time; wisdom doesn’t come overnight. Build hypotheses, then test them using metrics and by asking for others’ views. Be careful when tracking things; sometimes there’s more volatility than you’d like, or the data will be inconclusive — but don’t let that stop you from trying.
David Bishop, Director, Human Sciences Group and Senior Interaction Designer, MAYA Design, Inc., Pittsburgh, PA
Leveraging Morale Events (Fun with a Purpose)
Michael Wiklund (1994), in his book Usability in Practice: How Companies Develop User-Friendly Products, does an excellent job of describing one of the key challenges managers face.
… there are ever-present threats to our good time. The fun drains away rapidly when usability specialists have to fight for respect, opportunity, and resources to do the job their employers hired them to do. Many usability specialists complain about the incessant need to sell usability, as if one were peddling snake oil. They also get frustrated when their role on a design effort is reduced to polishing up nearly finished designs, rather than getting involved earlier on when major user interface decisions are made. Also many usability groups seem chronically understaffed and underfunded, which makes everything more of a struggle. Hence usability specialists end up performing triage on the product line — helping the most needy products that are likely to make it to market, rather than aspiring to design excellence across the board. (p. 19)
Part of identity is just shared experiences, especially shared experiences that are unique to the team. These might be formal morale events such as the gourmet cooking class illustrated in Figure 7.3, or they might be more casual shared experiences. When I started with Sapient in Denver, they had just moved into a new space in the LoDo area. The space was open with large rooms, lots of whiteboards, and long walls of windows looking out on either the Rockies or the city. It also had an incredible deck area off to one side, cleverly wired at the time with ethernet and power so you could work outside. The space was enlivened by the game room, which got regular use, late night parties when projects were runn­ing long, regular BBQs on the deck, and other events. The social times were part of what bonded us as an office, and that bonding in turn was behind the effective operation of teams working out of the office. When people got together for morning stand-up scrum meetings and looked each other in the eye to talk about who was doing what, whether it would be delivered on time, dependencies, and other project-related topics, that conversation built on a history of personal relationship and friendship.
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Figure 7.3
A gourmet morale event.
For each team I have managed we found time to get together for lunches and occasional social activities. At one point in Chicago, for example, I held a beer and sausage tasting party at my house that brings back fond memories (and we did not forget the mustard tasting either). I am sensitive to the fact that some people are reluctant to invest non-work time in work relationships (and that may be part of how they maintain a work-life balance), so I avoid too much outside activity that might be interpreted as mandatory. But new-hire lunches, birthday lunches and celebrations, farewell lunches, and so on all provide a calorie-based mechanism for helping the team to bond and develop identity. There is nothing like breaking bread together to support a relationship. Sometimes people pay for themselves, and sometimes I have budget for the group that I can use. Who pays does not seem to matter, especially when the group already has good morale. (If the team is bitter about something the company is doing, making them pay for themselves for a “mandatory” lunch could feel like rubbing salt in a wound and the conversation might not go in the direction intended.)
It struck me a few months ago as we were sitting in a grill restaurant in Issaquah, WA, how important this is. Jak’s is one of those grill and brew houses that remind me of my college days. It has lots of dark wood, oversized tables and benches, and forgettable art on the walls. Some people ordered iced tea and some beer. Most ordered some sort of gigantic meat sandwich dripping in BBQ sauce, but the vegetarians were able to find pasta and salads. Over the course of the lunch, conversation let us find out more about each other, our hobbies, and our lives. We talked about interesting books one or the other of us had read, and learned more about how each of us thinks. We were able to get a deeper appreciation of the diversity of the team, a team from a variety of countries, from a variety of life experiences, and from a variety of user experience backgrounds. There was some natural conversation about things going on with projects and in the company. The nice thing was that it could be light and candid, and we could work through some of the thoughts and feelings people were having about the work. While it was specifically a time where we did not want to dwell on work topics, I could insert a few light issues into the conversation here and there that I thought were worth fitting into that sharing discussion.
In addition to these ongoing casual gathering opportunities, in most companies I have worked at there have also been official “morale events.” Many teams use these events purely for fun and that is okay. It can be worth it to get away occasionally, and again, there is nothing wrong with having shared enjoyable experiences. My teams have certainly had some of those events. At US West Advanced Technologies we went to Dave and Busters, a kind of arcade for grownups. I paid for food and beer (there is clearly a theme here) and tokens. We all ran around in various combinations competing on the games. The arcade had a virtual reality flight simulator that was wonderful. For each game, you received tickets that could be traded in for cheap prizes. What we did was combine all of our tickets and we picked out a giant stuffed rabbit as the team prize. The rabbit became a team mascot; a mascot can be one of those objects that contributes to identity.
There have also been morale events that we have held that taught something, stimulated ideas, or reinforced a user experience principle. In Chicago we all went out to a firing range. In case you are wondering, we already had good morale at this point. Part of what was interesting was to see how much fun some members of the team had who had never even thought of using a gun. What was really fascinating for everyone was when we tossed marshmallows into the pond and tried to shoot them. It was a very visible example of the importance of feedback in becoming more accurate in a targeting task. When you eventually hit one, they jump 10 feet in the air emerging from the splash. I should point out that some HR departments might frown on the safety issues associated with a team building activity like this. Also in Chicago, we went down to a new virtual reality-based gaming center. We played, which was fun, but we also had a chance to experience the technology and what could be done with it. We were starting to explore interactive television at the time and it led to lots of brainstorming around entertainment possibilities in the new digital environment. It also eventually led to the design of a project we installed in the Chicago Museum of Science and Industry. We managed to get time with the head of the company and had a great conversation about potential projects we could work on together.
The best morale events have been those that intentionally pulled the team together in unique ways, and that were also fun and rewarding. I mentioned earlier that Dick Notebaert was brought in as a change agent at Ameritech. One of the steps he took was that he looked at all of the purely entertainment-oriented morale events taking place across the company and concluded that all money being spent on those events could achieve the same goals but with more return. He argued that what people needed was to get closer to the users of their services, and that the brand should be more about projecting that Ameritech cares. He mandated that every team have two morale activities a year, and that each of those activities consist of an activity working with a non-profit. I remember tutoring kids at an inner-city school, and handing out groceries at a food kitchen in Michigan. Dick arranged for a database to be created with potential activities throughout the region that any team could access and materials were put together around the activity to help get the most value out of it. We gathered and talked through the lessons that we hoped to learn and the experiences we wanted to have during the event, we met with the non-profit contacts who set up the goals, did the event, and then finished off with a debriefing and casual time to explore what happened during the activity.
My favorite projects were those with Habitat for Humanity. At these projects there was a chance to talk with the users — the people who were going to live in the houses — because they were participating as part of the crew. You knew you were doing something good, and for many of us that is why we got into the user experience area in the first place. We were building something to a design. We were, in essence, the developers putting together a user experience. Sometimes we were undoing what previous crews had done badly and redoing it. That is not too different from fixing bugs, and like bugs, the more that had been done before the problem was discovered the more effort it took to fix the problem. Many learned new skills, but we also saw people in new ways as the context changed.
I recall one house where our vice president, who was an engineer, and a few general managers were supposed to put siding on a house. They were measuring and leveling and measuring and leveling, trying to get each piece of siding perfect. They covered about two or three rows as they worked on their part of the house, while the site supervisor did the wall on the other side of the house. There was a sense that sometimes good enough is good enough. Different team members also had a chance to step into new roles. I had a great user experience person working for me named David. He was normally pretty quiet and mostly led through his tremendous competence. At one point in his life, he had built his own house. In the Habitat for Humanity project he was clearly the lead as he worked with the site manager and directed us here and there on what we should do. It changed everyone’s mental model about David, and expanded our appreciation of each other and our various hidden talents; people directly experienced that each of us has many competencies that potentially can be mined in different situations.

Hints from Experienced Managers
Listen. The very best manager I ever had never directly offered me a word of advice on the project from hell. I would spend my one-on-ones explaining the difficulties I was having, she would listen and understand, then ask “what would you like me to do about this?” (often offering to intervene). I would almost immediately propose my own solutions. Listen more, act only when asked.
Susan Boyce, Principal UX Lead, Microsoft, Mountain View, CA
These really apply to any field: your team is only as strong as your weakest link. If you have a poor performer, take care of it (training, firing, re-positioning). Your team will respect you for it and their overall performance will improve. The longer you wait, the weaker you and your team are. Be passionate about growing the strengths of your people. Their success = your success.
Julie Jensen, Principal User Research Manager, Microsoft, Redmond, WA
Here in Seattle we had a very different morale event. You can take your team to a restaurant called Kaspars where they take you back in the kitchen and organize you into smaller teams. Each team creates a course of a gourmet meal. Everyone wears chef’s clothing, and we ran around in the industrial kitchen, squeezed around each other, and shared the equipment and resources to pull the meal together. The chef moved from team to team and taught each of us a little of what we needed to know to create the course. During this event there is lots of laughter, but also lots of concentration as we taste and season and get our hands in the food. Again, it is about creating a user experience from a design (the recipes), but it is also about reusable patterns (sauces, etc.) that are used in different ways. When we were about two-thirds of the way done, we all went out into the dining room. It was a beautiful space with a view of the Olympic Mountains. Crystal and china and silver were everywhere, and there was ample wine. The sub-team that created the first course went back, suited up again, finished off their course with help from the chef; and then they served it. We all sat and ate and talked about the experience. Then the next sub-team would go back and do the same thing. The ample wine clearly greased the conversation and the sharing. Finally, the chef came out and went through the menu with us, talking about how with the basic patterns of each course, you could vary this ingredient or that ingredient and create a whole variety of experiences. Through this event another way of experiencing teamwork was demonstrated. The kitchen was a kind of dance. The resulting experience touched nearly every sense. The richness of this morale event served as a context for the way my current team framed its shared values, and how we want to operate as a team.
Taking Care of Yourself
The person who beats the drum must also sing the song.
African Proverb
Clearly one of the most important influences on the organization’s climate is the manager. This is especially true for a UX team where the leader and the team often feel out of sync with the engineering culture around them. I have found that my teams are often tuned in to what I am feeling, and to how senior management is relating to us. If my boss is largely absent from the team and they have no sense of what he or she is feeling about their work, or if my boss is either hostile or a randomizer, the team feels it and responds to it. As a manager I am often caught in between — on the one hand with a trust bond with my team that dictates that I should be as candid as I can be, but on the other hand with a responsibility as a manager doing my best to represent the company and its management chain. I have repeatedly found that building loyalty to a bad senior management team unfortunately can have a backlash effect on how I am seen as a manager; and if the senior managers really are not the best, it is clear who will take the beating if the UX team is not happy.
One of my managers, who was particularly astute and a mentor in guiding me through the organizational politics, had a piece of interesting advice. He noticed how loyal I felt about my team, and he argued there should be a limit to that loyalty. Just as I try to create an environment where each person on the team gets up in the morning and is excited about the day ahead, he argued that I should be feeling that as well. If I do not, if the prospects in the organization will not let me achieve the team vision, and if what I do achieve will not be recognized and contribute to my own growth, it may be time to move on. He argued that the team will take care of itself. Some of the best will follow, and others will move into their own new opportunities. This is even true in situations where everything is going reasonably well but the excitement of the job is no longer there. Some people start a job and are there for years and years. Some people receive the most stimulation during startup phases, others from big challenges or big problems, others from periodic new experiences, and others from implementing and optimizing. Just as with your team, it is important to know yourself.
The team definitely picks up the vibe from the manager. When you are excited about the job and the prospects for the team, when you believe in the vision and the mission, and when you are having fun and enjoy working with the team they will feel it and respond to it. At one of the management courses I attended, they strongly encouraged scheduling a regular time to just get outside of the office and think a bit. They had us practice taking daily time to check in on ourselves, to explore what is and is not going well, and to sort the chaos into more concrete steps to address making things better both personally as well as for the team and the work program. The course encouraged thinking about what is happening right now, what you are doing, what you are feeling, and what you have been thinking about. They suggested working through what you are trying to achieve and what you may be doing that is getting in the way of achieving your goal. They then encouraged brainstorming alternatives and thinking about what you might change, and what you should keep doing or what you should do more.
I found over the years that having a personal mentor or mentors can have a similar function. Early in my career I looked for people who struck me as being particularly successful in areas of the business where I wanted to grow, and I asked them if they would be willing to serve as mentors. Even now, it is clear that there are many smart people out there with life experiences that I will never have. I have been fortunate to have several people I consider both friends and mentors. I always feel privileged to get together with them periodically to pick their brains on whatever issue it is that I am working through.
I have been lucky on several of my teams to have key people on the team with high emotional IQs who are especially attuned to my state. They will leave a card or a note or a book or something else often at a time when I am stressed. When I get something like that it is a wake-up call. Not too surprisingly, when I find myself in that situation I often realize that I have not taken time off for a while. The other day, for example, I suddenly discovered I was only half way through the year and had somehow accumulated an entire month of vacation time. No wonder stress was building. I know I need to give myself the same advice I give my team, take time off. If I am not taking time off and if I am sending e-mails in the middle of the night and all weekend, the team will feel that they need to do it as well. This makes it even harder to get them to the work-life balance that makes them the most creative and productive.
For myself, there are other things that add spice to the job and that make it more interesting. I enjoy my own research and working on tough problems. I like to get in the flow of inventing something new. Professional activity provides a chance for stimulation, for growth, and for networking. I personally enjoy teaching as well and working with students on research and sharing my experiences with research, design, and management.
Hal Hendrick (2010), a luminary in the human factors and ergonomics area, has recently published It All Begins with Self: How to Become a More Effective and Happier You! based on a course that he has taught over the last 19 years. His book covers several important areas for growing as a leader, drawing in part on his own experience in the user experience field. He addresses becoming more self-aware, improving communication and influencing others, reducing your stress, moving toward conceptual maturity, and leadership.
The lesson is make sure to take care of yourself. If you are doing your job, taking time off will not hurt the team; in fact it will give members of your team a chance to grow their own leadership skills. Take a break and keep your own work-life balance in check, and model the right behaviors for your team. Find the things that energize you and make sure they are present in your job. Check in on yourself periodically to make sure you are not falling into a rut, but are taking risks and staying in your own zone of optimal development.
Improving as a Manager
No one knows everything. There is always something to learn. Early in my career as a manager I began running my own 360 process to see how I was being perceived by those around me and to identify areas where I should improve. When I was at Ameritech, they actually had a version of this process. The Ameritech questionnaire asked “What is the person doing that is working well? What should the person do more of? What should the person do less of?” I typically add “What other feedback would you like to provide to the person?” when I run this kind of feedback. I either try to find a neutral tool with which people can provide the feedback, or I find an administrative assistant or someone who is willing to accept the input and make it anonymous. I have found over my career that while there are common growth areas I have had to work at across my entire career, there are others that come and go as I find myself in different contexts with different challenges. Alas, I rarely find myself clicking on every cylinder at once. As I concentrate on one set of problems, some skills just simply get neglected. Ongoing feedback is a great way to bring them back up to par.
The Adaptive Path workshop on management topics in 2008 (Adaptive Path, 2008) nicely summarized principles that I find are important both to receive good feedback and to get people to invest in you as a leader (knowing that their commitment, their investment, will pay returns to them over time). The key principles include:
• Be clear about your goal in getting feedback; I would add that you value it and embrace it as a gift.
• Show that you are listening to the feedback, and again, that you want to understand it (not explain it away).
• Make yourself accountable by publically committing to take action and being concrete about the actions you are taking.
• Track your performance and provide feedback on progress back to the team.
Besides improving yourself, you are modeling what you want others to do. If you live what you ask of others, career coaching and performance feedback become much easier.
The Adaptive Path workshop also reinforced the value of mentors. They can help in brainstorming effective ways to grow your skills. Team members can help as well. If you have people on your team who are mature and trusted they can be powerful not only in giving you candid feedback in how you are showing up in these areas, but they can also be independent voices to the team and tell them that you are working at being a better manager.
Rosenberg (2007), in his introduction to the Interactions special business issue, noted that as the appreciation for user experience in companies has grown over the recent decade, opportunities for user experience managers to move up the organizational structure have also increased. He said he knows of at least a dozen UX VP positions, with several at the senior vice president level. When I started my career such a role was virtually unheard of. However, in the last year I have had headhunters calling every couple of months with positions at this level. If only there was one in the city where my family wanted to live … well, that is another story and fits in the work-life balance discussion. Rosenberg noted that the trend mirrors the growth of the design discipline as it moved from a largely consultancy-based practice to a well-defined, corporate function during the 1970s and 1980s. A key to personal growth, however, is the development of a new range of skills. He argued that to move up into these levels, people need to have a general business background. This kind of background is not typically taught in the behavioral science, human-computer interaction, and design programs many of us have come through. It needs to be acquired independently.
The self-improvement that comes from professional activity that makes sense for members of your team also makes sense for you as a manager. This is especially important when you are at a company where there is no large user experience community where you can find and learn from colleagues and peers. Society activities such as conferences become the place to meet other managers and share experiences, problems, and solutions. Stay up to date on the state of the art in UX design and research, and continue to grow your understanding of the skills of your team and your ability to exercise some of those skills. Conferences provide an efficient way to do this.
Another source of growth that many managers have been taking advantage of is the Design Management Institute (DMI). DMI has a series of seminars and webinars designed to support design managers and managers who are concerned with design. There is training on managing a creative staff, learning to lead and how to articulate the value of design, how to increase innovation, integrating design and technology, brand topics, and more. Books and formal training are another way to update your skills but demand more time. Taking on responsibilities that let you grow and practice your UX skills also helps you grow. Growing your own skills will help you manage more effectively, and will earn the respect of your team and can increase their loyalty. It is yet another form of modeling for your team.
7.1. Performance Reviews
Barry L. Lively
Manager of the User Interface Design Group (retired), Lucent Technologies Consumer Products
Performance/salary review has its own unique problems and I don’t know how to solve them.
Someone new to management wasn’t considered to be a real manager until they had been through this at least once. It is a kind of initiation ceremony. We tried many different methods but the most common involved the managers in the departments under one director getting together and rank ordering everyone in their groups at the MTS (or other) level. I present my candidate, you present yours, and other managers present theirs. Questions are asked and then all the managers vote. Hardware designers were being compared with software people, physical designers, human factors people, and whoever else was at the MTS level. The heart of the problem was the question: How does this hardware designer’s contribution compare with the contribution of this other hardware designer from another group, a software designer, and a human factors engineer? You can see the problem. The human factors contribution tends to be abstract in the sense that you can’t measure it in dB, amount of code, or sophistication of the circuitry. In fact, the better human factors contribution might come at the expense of more code or more circuitry. And when you win a position for one of your people in the standings, don’t count on getting the next position too. One year I kept track of the success of a manager getting slots that were one above the other (e.g., slots 23 and 24), two removed (slots 23 and 25), three removed (slots 23 and 26), etc. The probability of getting two slots improved the farther apart they were in the rankings. The likelihood of getting adjacent slots was almost zero. Salary increases were then determined largely on the basis of ranking and years of experience. Our group did pretty well and as I said we tried many methods, but I still don’t know how to do performance/salary review.
7.2. Rallying the Troops
Barry L. Lively
Manager of the User Interface Design Group (retired), Lucent Technologies Consumer Products
“Once more unto the breach, dear friends, once more,” or rallying the troops.
Let’s face it. Sometimes, as a manager, you are going to be standing between the dog and the fireplug. You will have to deliver unwelcome news. Upper management has a penchant for not understanding problems at your level and your job will be pretty unpalatable sometimes because you have to deliver upper management’s message. This of course is not limited to the first level of management. An executive director (next step up from director) used to come to Indianapolis from time to time and go drinking with people he had worked with over the years. He would moan and complain that nobody ever told him anything, he had too much to do, etc. In other words he sang the same song the rest of us sing from time to time. All I can say is this is one of those times when the reputation you have with your people will have a lot to do with how they ultimately accept bad news from you. The best way I found to handle this was to be as honest as possible with your people all the time. Note the balancing act between “as honest as possible” and “all the time.” We can’t always say everything we know. A great example of the kind of message that creates great dissatisfaction is “we have to work smarter with fewer resources.” The response to that could well be “We’ve done that six times in the last three years, you want more?” There is the time to deliver the message and there is the time to work on implementing the response. They are often separated by hours or days but seldom do we have the luxury to take weeks. This is another one of those opportunities to be creative. If you have nurtured a creative environment and your people trust you, you stand a chance at coming up with a good response to unwelcome news.
7.3. UX Team Lunches: Creating Team Traditions
Lillian E. Svec
Program Coordinator and Instructor, Web Design Program, UCSC Extension in Silicon Valley, Santa Clara, CA
The genesis of a workgroup ritual presented itself my first week at Walmart.com in Brisbane, California, just south of San Francisco. I was hired as the first permanent Director of User Experience. Peter Merholz of Adaptive Path had been consulting as the acting director. He and three or four members of the fledgling User Experience team took me out for lunch to welcome me to the company. We went to a Burmese restaurant. It was an exotic choice for me, given I had never even seen a Burmese restaurant before. Once there, we sat at around a Chinese restaurant-style table with a lazy Susan turntable in the middle. Then, the group went into action. There were particular dishes they always got and shared. One person ran through the choices, someone checked in with me to make sure I was OK with their selections before placing the order. Then we shared a delicious meal.
I was charged with expanding the information architecture team to seven and hiring two user research leads. In time, the content strategy team also became a part of the UX group I led. Over the next several months, welcoming new members to the group was a regular occurrence. Each time someone new joined us, I invited the whole team out to our favorite lunch spot for an initiation lunch. I did the same for departures. We consciously developed a set of rules around our ritual: who was the keeper of the customary menu selections, how we tried new dishes and retired others, who calculated the tab. We had our own nicknames for some of the favorite dishes. The guest of honor got to suggest something new, then we reached agreement on whether or not it was added for future meals. It was a model of consensus decision making. I didn’t have budget to treat the whole team to lunch regularly, so we made that part of the ritual. The guest-of-honor’s tab was on the company, but the rest of us split the bill. After all — we joked — we worked for a company famous for its thriftiness.
We didn’t usually talk shop at these lunches. I had a deck of conversation starter cards that I kept in my purse to pull out when we needed a jumpstart, but usually it wasn’t necessary. The team really looked forward to these jaunts. It helped that the food was delicious and unique, but we also took pride in our ritualized way of having lunch together. UX team members used to report that when they took other people to the restaurant and tried to suggest the communal approach, they just didn’t get it.
In December, after the online shipping cut-off date, when our work slowed down before the holiday, I established a special version of this UX lunch. By this time, there was a good rapport within the group. We did a white elephant gift exchange and a special round of shoptalk. With the end of the year approaching, I asked each team member to tell the group which project or initiative he or she was the most proud of from the past year and why. I was last to talk. After reporting on one of my projects, I concluded by saying that as the leader of the team, what made me the most proud was all of the above, everything they all had accomplished over the year.
7.4. Growing Performance and Careers
Robert M. Schumacher, PhD
Managing Director, User Centric, Inc., Oakbrook Terrace, IL
People want to feel fulfilled in their jobs. While managers aren’t the only ones responsible for making this happen, there are certain things I can do to enhance my employees’ performance, and help them get where they want to go in their careers.
Part of growing performance is helping people understand the importance of what they do. Fortunately, user experience research tends to be a field where people feel very passionate about their work, know they’re contributing to something that matters, and believe they’re making a difference. But as with any job, it can be easy to lose sight of the bigger picture when caught up in everyday details and decisions. So every now and then, I take the opportunity to find information or work up numbers that remind employees of the impact of our projects. This information gives us a sense of the magnitude of our work. For example, once we were testing a mobile device. We looked at the number of units sold, and calculated how many times a day each user would likely use their phone. Changes we recommended impact users millions of times a day. And it’s not an overstatement to say that sometimes the things we do will be life changing — in the medical field, for example. Taking the time and effort to highlight and celebrate the significance of our work can go a long way to foster job satisfaction. The result is a sense of pride whereby our consultants pour themselves into projects a little more seriously, and approach their work with renewed vigor. We work on so many different projects that it’s important to help everyone understand what’s at stake when we make changes or recommendations to even a single product.
Another key is making sure that I, as a manager, understand what each person on the team wants out of his or her career, now and in the future. Where do they want to be pushed? Where do they not want to be pushed? What skills do they want to gain? Do they want to become managers or leaders? All people have different goals and skills, and meeting face to face is the most important thing we can do to learn about them. Our organization is quite flat and makes it possible to meet twice a year with employees to discuss their performance, skills, and desires. Once we understand what someone’s goals are, we may be able to adjust the business to give them the opportunities they’re looking for, or find places to put them so they’re stretched a bit. We aim to keep people challenged in a way that’s not too much for them, but enough that they’re learning, growing, and staying interested. As a consulting firm, we have the opportunity to let people work on a variety of projects, giving them the chance to see how skills and knowledge gained in one area can be transferred to another. Developing and using knowledge across varying domains helps keep us sharper, makes us think more broadly about the world in general, and prevents us from compartmentalizing what we know.
Another way we like to stretch people is by providing opportunities to attend conferences. While there, we encourage our team to see presentations about things with which they’re not familiar. By doing this, we learn about new methods, about new ways of thinking and doing things, and can then bring those ideas back to what we do in traditional user research. Part of this profession is making the group smarter by what one learns. Going to conferences is an important way to make this happen. It also gives our researchers knowledge to share with our customers, and further builds their own set of abilities.
By helping employees understand the impact of their work, being attentive to their personal goals, and encouraging them to learn things outside their realm of experience, managers are much more likely to have employees who are fulfilled, and therefore more likely to be a genuine asset to the company.
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