Design-Process-Checklist.md

Phase 0. Pre-engagement

• Capture preliminary research
  • Business model
  • Company annual/10k report
  • Key metrics & definitions in the industry or business domain
• Create Running List of AQI (Assumptions, Questions and Ideas) (Required)
• Pre-kickoff meeting with SD
  • SOW walk-through (Required)
• Pre-kickoff meeting with client champion
  • A list of roles/people involved (Required)
• Schedule interviews (Required)
• Request existing documents, such as sample reports or screenshots

Phase 1. Understand

• Review existing documents (Required)
• User interviews (Required)
  • Observation
  • Five why’s
• Affinity mapping
• Update Running List of AQI (Required)

Phase 2. Define

• Personas (Required)
• Empathy map
• Org chart
• Problem statement
• Card sorting
• User scenario
• Storyboard
• User journey map
• Task analysis
• User stories/Use cases
• Business process mapping

Phase 3. Diverge

One of the 3 methods - Brainstorm, Crazy 8's, Affinity mapping - should be required.

• Exploratory research
• Mind mapping
• Brainstorm
• Crazy 8’s
• Affinity mapping
• Storyboard

Phase 4. Decide

• Silent critique
• 3 minute critique
• Group concepts into views (Required, but can happen in Prototype phase)
• Map personas to views (Required)
• User workflow
• Concept review with client (Required)
• Back burner board

Phase 5. Prototype

One of the 2 methods - Hi-fi mockup in Sketch, Mockup in Qlik Sense - should be required depending on the platform.

• Wireframe
• Hi-fi mockup in Sketch
• InVision prototype (Required)
• Mockup in Qlik Sense
• Tumult Hype prototype

Phase 6. Validate

• Stakeholder/user review (Required)
• Technical review (Required)
• Refine design (Required)
• Future recommendations
• Usability test

Phase 7. Design Implementation Support

• User stories / use cases
• Style guide
• Functional specs
• Hand-off session with development team (Required)

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