Panel Discussion: Methodologies and Work Environments
Summary
In this engaging session, Maria, Megan, and Hannah share their experiences applying UX and change management methodologies within complex organizations like McKinsey, rail transit systems, and tech-driven environments. Maria highlights the value of user empathy and evolving goals in large projects, like the rail system redevelopment, emphasizing intuition and user connection beyond just end customers. Megan discusses the importance of building open, editable playbooks that evolve through team contribution, stressing the need for balancing following rules and embracing scrappy innovation. Hannah introduces the concept of positive deviants, people who naturally exhibit better behaviors on the margins, and explains the importance of leveraging community and social proof to scale those behaviors rather than imposing top-down change. Together, they explore managing designer burnout through diverse challenges, work-life balance, and experiential learning such as field trips. The panelists also address maintaining optimism amid messy change by focusing on advocates and achievable impact areas rather than forcing universal adoption. They share tactical insights on setting flexible timelines within agile frameworks and choosing when to persist or pivot in organizational battles, weighing impact against effort. Their perspectives offer practical guidance on sustaining momentum, fostering inclusive culture, and evolving UX practices in fast-paced, mission-critical environments.
Key Insights
-
•
Open, editable playbooks encourage continuous improvement and team ownership.
-
•
Positive deviants provide powerful, community-driven models for scalable change.
-
•
Change is more successful when it leverages existing behaviors rather than imposing new ones.
-
•
Avoiding designer burnout requires variety in work and strong emphasis on work-life balance.
-
•
Physical user engagement, like field trips, recharges designers and grounds empathy.
-
•
Choosing the right 'hill to die on' depends on an impact versus effort analysis.
-
•
Success metrics vary widely between organizations, making adaptable frameworks essential.
-
•
Focusing on advocates accelerates adoption even when others remain skeptical.
-
•
Deadlines should be ambitious but flexible, acknowledging discovery and learning.
-
•
Building change from within the community fosters social proof and sustains adoption.
Notable Quotes
"If I can't make the actual playbook available, I'm very happy to talk about what it consists of and how we did it."
"It's all of our job to question why we’re doing what we’re doing and how we’re doing it."
"We keep our playbook in a place where anyone can edit it from the team."
"Positive deviants operate on the fringes and get the best results by doing things differently."
"Change has to come from within, social proof is key."
"Sometimes you just need to do something completely different than what you’re working on."
"We pick our battles and show what a great party it is without worrying about pulling everyone in."
"I am uncomfortable too. Change is uncomfortable, exhausting, but it can also be fun and exciting."
"It’s not a fight; it’s about finding that soft spot where people are already trying to do something."
"We set deadlines but accept that we don’t always make them, and that’s okay."
Or choose a question:
More Videos
"The team can now tell the World Service what to do, not just what the audience thinks."
Catherine BlizzardUsing Integrated Insight to Drive Growth
March 10, 2022
"Telling your team's story goes beyond the walls. It's also about understanding your place within the team."
Jennifer KanyamibwaCreating the Blueprint: Growing and Building Design Teams
November 8, 2018
"Investing in individual pet projects really can take so many amazing shapes and cost the company very little."
Michelle MorrisonCulture Design
May 21, 2020
"It’s important to create a clear value proposition that ties your work to the larger organizational mission."
Jackie AjouxLeveling-Up: A Single-Player’s Guide to the DesignOps Team-of-One
January 8, 2024
"I wouldn’t leave AI tools to juniors because it’s crucial to have your own experience to evaluate outputs."
Yulya Besplemennova[Demo] Stress-testing GenAI in user research synthesis
June 4, 2024
"We wanted people to get value from day one so they could see how much more they would get from all insights centralized."
Michelle Bejian Lotia Anne-Marie MorellRolling Out a Repository: How Zapier Centralizes Insights from Across their Organization
March 28, 2023
"Working with AI is a lot less like working with another human and more like working with some weird force of nature."
Helen ArmstrongAugment the Human. Interrogate the System.
June 7, 2023
"Zane’s team works life-centered, collaborating with plants, animals, and ecosystems, expanding Civic design beyond human systems."
Meghan Hellstern Joanne DongThe Next 100 Years of Civic Design: How Might We Better Rise to Meet the Challenges of Today and Tomorrow?
December 10, 2021
"Culture is the means by which people understand or make sense of the world around them."
Alba VillamilStereotyped by Design: Pitfalls in Cross-Cultural User Research
March 30, 2020
