Introduction to the UXRD toolkit

As UX Design Systems Lead, I am focused on ‘design at scale’ and strategic initiatives. I am responsible for managing how high quality, digitally optimized, user-centric solutions can be delivered at scale, across all global entities of the organization via the creation of supporting tools and services, such as design pattern libraries, playbooks, and training and coaching.

The first UX Research & Design toolkit for the bank

We created this toolkit as a growing resource of successful practices, tools, and techniques to help teams in the bank to design and develop better services for our customers, colleagues, and partners.

Each published tool has been tested and proven through use in design related projects. This resource is not build on assumptions, but on experience from practice.

The toolkit’s structure is build based on the design process.

Each stage of this process has its own set of sections and tools, explaining why to use it, what you need to know and links to supporting resources to help you use the tool in your own projects.

We hope the toolkit can be used to support training and to make people comfortable in using design techniques when they do their own projects.

While our main target audience is teams in research and design, all methods and tools are produced so they’re easily accessible to people who aren’t researchers or designers by trade.

The toolkit is made up of the following sections

Glossary

• Research related definitions, e.g. 3-Click-Rule, Accessibility, Hick’s Law, etc.
• Design related definitions, e.g. Cognitive load, Design culture, etc.

Practices

• Design Thinking, e.g. Context, Definition, In a nutshell
• Lean start-up, e.g. Context, Definition, In a nutshell
• Agile development, e.g. Context, Definition, In a nutshell
• Design thinking + Lean start-up + Agile, e.g. Core practices
• Enterprise agility, including Agile phase, Roles and responsibilities in an agile team, Agile toolbox
• Design research, e.g. Design research vs. Market research, Benefits
• UX retrospective, e.g. Definition, 4 steps to run a retrospective, Variations
• Virtual teams, e.g. 4 rules for virtual teams

Sections, methods, and tools

This part of the toolkit which will grow over time. We will update the resource with the methods and tools we’ve have used and tested.

• Section Logistics currently consists of the tool Recruitment briefing
• Section Research currently consists of the tool Gathering colleague feedback
• Section Mapping currently consists of the Introduction to mapping and the tool Day in the life of

Teams may find that they are using similar tools in their own work already and that this is a natural extension of their current skills. They may also find new areas of personal growth — new skills and the excitement of being involved in service innovation.

A multi-purpose toolkit

We build this resource to

• inform colleagues and partners
• encourage discussions, feedback, and collaboration
• use it as a case study (show don’t tell)
• use it in workshops and for training sessions

The #changechronicles, a growing collection of written work from Roman Schoeneboom, covers but is not limited to #projectwork, #storiesofimpact, #sessioninsights, #training-by-doing, #opinionpiece, #teamsupport, and #changemanagement.