December 13, 2015
4 min

The importance of roles in making meaningful project experiences

Optimal Workshop

In this post, Daniel Szuc describes why it’s important to go beyond how we may see our roles traditionally when only focusing on job titles. By exploring other roles, as outlined in the post that follows, we can all play a part in helping to glue a team together, making project work easier for all and creating a more positive environment to help in making meaningful project experiences.

Collaboration is hard and needs practice 🙂↔️

“Collaboration” is a term that gets thrown around in workplaces to encourage people to work together better. Sometimes, though, the people using the term may not understand the range of skills required to make collaboration work well, including (but not limited to) listening, expression, empathy, and curiosity.

Each of these skills requires practice.

So asking people to simply collaborate, without understanding the skills required nor the necessary spaces to practice these skills, may well frustrate people more than it helps.

Misalignment 😤

As work hums along in a team, it’s easy for misalignment to creep in. Misalignments are caused by a lack of communication, limited time, poor project management, and micro/macro issues that are addressed too late, causing friction between people. If specific roles are not put in place, these frictions can create difficult work environments, making coming to work unpleasant.

Teams may lack common artifacts to help them communicate with a shared language, which in turn helps connect a project and business narrative together. Importantly, this helps aggregate what a team learns together from customer interviews to help improve a product or service.In effect, there is no light leading the way, so people can get lost in details that have nothing to do with a common and well understood purpose.

Roles beyond a job title 👔

When we speak about roles, we are not referring to traditional job titles such as project manager, developer, and designer, for example. Rather, we mean roles that everyone can play at various points in a project, helping others do their job well and the team deliver on making meaningful experiences.Roles, beyond job titles or the tasks inherent in those titles, help people think in integrated and holistic ways beyond their official job title.

At times, our work requires that we delve deeply into design details; in other situations, we are required to step back and see how all the elements of our work connect in delivering solutions that are part of a broader narrative.As members of teams, we can work more effectively – whether it’s by advancing ideas or in recognizing when it’s time to consider alternative approaches.

Four roles for making meaningful experiences 🎢

We have identified four roles to encourage making meaningful experiences for the team and customers, as well as to encourage integrated ways of working:

  1. Facilitators can define approaches that guide the process of informing, sense-making, and evaluating. They can craft agendas for working sessions and identify what problems need attention. Facilitators can also manage interactions between functions, aggregate a team’s learnings, and map these learnings to shared artifacts. They identify themes that require further study and set goals for the team’s next sessions.
  1. Mentors need to be aware of approaches and skills that require ongoing development and practice, and organize safe spaces in which people can practice, using them over and over during working sessions and across projects. Mentors should work closely with facilitators and custodians to identify the knowledge that the team has captured and map it to a learning program for team members, with a focus on informing, sense-making, and evaluating.
  1. Connectors create artifacts that help bridge gaps and make interactions between people feel more fluid, connecting people’s skills and roles.
  1. Custodians maintain the knowledge base that forms over time and leverage it in creating approaches and courses that help our project teammates to improve at what they do.

Practicing shared skills within roles ⚙️

Independent of whether a person works in management, engineering, product management, design, user research, or some other function, there is a common set of skills of which people need to remain aware: skills that help make our project teams’ collective efforts better.Because there is an intention to integrate ways of working, collective learning makes teamwork effective and results in more meaningful experiences. Working sessions, in which people from different teams or functions come together to solve a problem, provide a common space to focus on that problem, define approaches to help solve the problem, and work through issues together.

A team can identify the skills they practice, reflect on any gaps that may require them to expand their practice, and aggregate their learnings in common artifacts. These then help form and guide a project narrative with which the team resonates or can critique.In understanding the ways in which we work together – in essence, developing empathy for each other – we may see other benefits in addition to the work we produce.One benefit could be to move away from a blind focus on just tools and processes towards a primary focus on how we approach our work together or how we think about problems within the context of a project.

The ways in which we interact with each other suggest that we should look at the following roles, again independent of function or job title:

  1. Informing a problem - What evidence or learnings have we gained to date? What outstanding questions do we need to answer? How would the answers inform the solution to a problem we’re solving now or over time?
  2. Making sense of the data we have - How can we make sense of our learnings as they pertain to specific questions or larger themes that we need to understand and for which we need to design solutions over time?
  3. Evaluating designs - How can we evaluate designs and iteratively improve a product or service and its positioning over time?

Questions for future consideration 💭

  • What roles resonate with you more?
  • What roles do you think are missing?
  • What skills do you need to practice in order to help your team make more meaningful experiences?
  • What skills do you think are missing?
  • What gaps, if any, do you recognize between roles on project teams?
  • What frictions exist on a team and why do you think they occur?
  • How can customer interviews – as one approach to understanding customer stories – encourage constant cycles of informing, sense-making and learning in the spirit of the learning organisation, so to help glue team practices together and create integrated ways of work?

Acknowledgements

Thanks to Josephine Wong for contributing to this piece. For more, see Integrated Approaches to Constant Personal Learning, Improvement, and Maturity.

Publishing date
December 13, 2015
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Radical Collaboration: how teamwork really can make the dream work

Natalie and Lulu have forged a unique team culture that focuses on positive outputs (and outcomes) for their app’s growing user base. In doing so, they turned the traditional design approach on its head and created a dynamic and supportive team. 

Natalie, Director of Design at Hatch, and Lulu, UX Design Specialist, recently spoke at UX New Zealand, the leading UX and IA conference in New Zealand hosted by Optimal Workshop, on their concept of “radical collaboration”.

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Background on Natalie Ferguson and Lulu Pachuau

Over the last two decades, Lulu and Nat have delivered exceptional customer experiences for too many organizations to count. After Nat co-founded Hatch, she begged Lulu to join her on their audacious mission: To supercharge wealth building in NZ. Together, they created a design and product culture that inspired 180,000 Kiwi investors to join in just 4 years.

Contact Details:

Email: natalie@sixfold.co.nz

LinkedIn: https://www.linkedin.com/in/natalieferguson/ and https://www.linkedin.com/in/lulupach/

Radical Collaboration - How teamwork makes the dream work 💪💪💪

Nat and Lulu discuss how they nurtured a team culture of “radical collaboration” when growing the hugely popular app Hatch, based in New Zealand. Hatch allows everyday New Zealanders to quickly and easily trade in the U.S. share market. 

The beginning of the COVID pandemic spelled huge growth for Hatch and caused significant design challenges for the product. This growth meant that the app had to grow from a baby startup to one that could operate at scale - virtually overnight. 

In navigating this challenge, Nat and Lulu coined the term radical collaboration, which aims to “dismantle organizational walls and supercharge what teams achieve”. Radical collaboration has six key pillars, which they discuss alongside their experience at Hatch.

Pillar #1: When you live and breathe your North star

Listening to hundreds of their customers’ stories, combined with their own personal experiences with money, compelled Lulu and Nat to change how their users view money. And so, “Grow the wealth of New Zealanders” became a powerful mission statement, or North Star, for Hatch. The mission was to give people the confidence and the ability to live their own lives with financial freedom and control. Nat and Lulu express the importance of truly believing in the mission of your product, and how this can become a guiding light for any team. 

Pillar #2: When you trust each other so much, you’re happy to give up control

As Hatch grew rapidly, trusting each other became more and more important. Nat and Lulu state that sometimes you need to take a step back and stop fueling growth for growth’s sake. It was at this point that Nat asked Lulu to join the team, and Nat’s first request was for Lulu to be super critical about the product design to date - no feedback was out of bounds. Letting go, feeling uncomfortable, and trusting your team can be difficult, but sometimes it’s what you need in order to drag yourself out of status quo design. This resulted in a brief hiatus from frantic delivery to take stock and reprioritize what was important - something that can be difficult without heavy doses of trust!

Pillar #3: When everyone wears all the hats

During their journey, the team at Hatch heard lots of stories from their users. Many of these stories were heard during “Hatcheversery Calls”, where team members would call users on their sign-up anniversary to chat about their experience with the app. Some of these calls were inspiring, insightful, and heartwarming.

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Pillar #4: When you do what’s right, not what’s glam

In an increasingly competitive industry, designers and developers are often tempted to consistently deliver new and exciting features. In response to rapid growth, rather than adding more features to the app, Lulu and Nat made a conscious effort to really listen to their customers to understand what problems they needed solving. 

As it turned out, filing overseas tax returns was a significant and common problem for their customers - it was difficult and expensive. So, the team at Hatch devised a tax solution. This solution was developed by the entire team, with almost no tax specialists involved until the very end! This process was far from glamorous and it often fell outside of standard job descriptions. However, the team eventually succeeded in simplifying a notoriously difficult process and saved their customers a massive headache.

Pillar #5: When you own the outcome, not your output.

Over time Hatch’s user base changed from being primarily confident, seasoned investors, to being first-time investors. This new user group was typically scared of investing and often felt that it was only a thing wealthy people did.

At this point, Hatch felt it was necessary to take a step back from delivering updates to take stock of their new position. This meant deeply understanding their customers’ journey from signing up, to making their first trade. Once this was intimately understood, the team delivered a comprehensive onboarding process which increased the sign-up conversion rate by 10%!

Pillar #6: When you’re relentlessly committed to making it work

Nat and Lulu describe a moment when Allbirds wanted to work with Hatch to allow ordinary New Zealanders to be involved in their IPO launch on the New York stock exchange. Again, this task faced numerous tax and trade law challenges, and offering the service seemed like yet another insurmountable task. The team at Hatch nearly gave up several times during this project, but everyone was determined to get this feature across the line – and they did. As a result, New Zealanders were some of the few regular investors from outside the U.S that were able to take part in Albirds IPO. 

Why it matters 💥

Over four years, Hatch grew to 180,000 users who collectively invested over $1bn. Nat and Lulu’s success underscores the critical role of teamwork and collaboration in achieving exceptional user experiences. Product teams should remember that in the rapidly evolving tech industry, it's not just about delivering the latest features; it's about fostering a positive and supportive team culture that buys into the bigger picture.

The Hatch team grew to be more than team members and technical experts. They grew in confidence and appreciated every moving part of the business. Product teams can draw inspiration from Hatch's journey, where designers, writers, engineers, and even the CEO actively engaged with users, challenged traditional design decisions, and prioritized solving actual user problems. This approach led to better, more user-centric outcomes and a deep understanding of the end-to-end user experience.

Most importantly, through the good times and tough, the team grew to trust each other. The mission weaved its way through each member of the team, which ultimately manifested in positive outcomes for the user and the business.

Nat and Lulu’s concept of radical collaboration led to several positive outcomes for Hatch:

  • It changed the way they did business. Information was no longer held in the minds of a few individuals – instead, it was shared. People were able to step into other people's roles seamlessly. 
  • Hatch achieved better results faster by focusing on the end-to-end experience of the app, rather than by adding successive features. 
  • The team became more nimble – potential design/development issues were anticipated earlier because everyone knew what the downstream impacts of a decision would be.

Over the next week, Lulu and Nat encourage designers and researchers to get outside of their comfort zone and:

  • Visit customer support team
  • Pick up the phone and call a customer
  • Challenge status quo design decisions. Ask, does this thing solve an end-user problem?

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As we move forward, we'll be rolling out new features, resources, and initiatives that align with our refreshed brand and value proposition. We're excited to partner with our users – both new and long-standing – to push the boundaries of what's possible in creating truly exceptional digital experiences.

Thank you for being part of the Optimal Workshop community. Whether you're a UX research veteran or just starting your journey in optimizing digital experiences, we're here to support you with the best tools, knowledge, and community in the industry. Together, we can shape the future of digital experiences and make the online world more intuitive, efficient, and enjoyable for everyone.

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