Design chunking in Scrum

When I started with agile (Scrum) software development five years ago one of the main challenges I faced was combining an agile development approach with user-experience driven website design. 

 

Especially, as we were working on a global, consumer-oriented web site with a strong focus on product branding we needed to make sure that we could benefit from the agile development approach without losing focus on a consistent user experience (UX) and information architecture (IA) across the site.

 

Agile frameworks such as SCRUM and XP say absolutely nothing about the IA and user interaction design processes, which meant that we had to learn mainly by trial and error. 

 

Most of the problems we faced originated from a clash of two fundamentally different world views:

  • UX people are driven by a holistic approach (big picture)
  • Dev teams focus on iterative and incremental development

 

To deliver a successful site none of the groups could be allowed to dominate and to find a balance we tried several approaches. 

 

Our experiments: 

  • Attempt 1: Concurrent IA, design and development
  • Attempt 2: Upfront IA and graphic design
  • Attempt 3: Post skinning

 

 

Attempt 1: Concurrent IA, design and development resulted in “piece meal” design and user interaction. We lost track of the big picture and lacked overall IA/design consistency across site. Also, our product owners found it difficult to keep an overview of the project. 

 

Attempt 2: Upfront IA and graphic design caused problems with unused and out-of-date designs and feature specifications. Sometimes we finished an iteration or release with partially implemented features – very non-agile! We also found it difficult to adapt to feedback after the IA/design phase was completed. 

 

Attempt 3: Post skinning (applying design after functionality has been developed) caused our implementation to drift from the design and user interaction intent and we often faced excessive and unnecessary re-coding and re-factoring work. The product owners and end users found it difficult to give feedback as non-shippable increments were demonstrated.

 

After three failed attempts we still wanted to utilize the advantages of an agile approach that would allow for continuous inspection and adaption and could help us to keep the focus on the most important parts of the site. Basically, we wanted to keep the agile advantages without sacrificing the overall user experience. 

 

Attempt 4: Design-chunking – success! 
(This term was originally coined by Lynn Miller)

 

With this approach we defined initial concepts upfront and subsequently broke the IA and user experience design apart into smaller pieces that could be delivered incrementally.

 

Design-chunking process:

agile-ucd-dual-track

The most important break-through came from two changes: 

  • We introduced an iteration (sprint) 0
  • We de-coupled IA/user experience/graphic design from development

 

Iteration 0:

  • done before development begins
  • short (2-3 week) IA/user experience/graphic design only iteration to lay the groundwork
  • defines “big picture” on which subsequent designs and not yet fully defined areas of the site will be based
  • outcome 1: overall strategy for IA (site-wide elements such as page grid, navigation, rough placement of modules)
  • outcome 2: overall design concept including site-wide design guidelines
  • exact content balance between IA and design will be based on whether an IA or design led approach is used
  • signed off by client (partial IA and design sign-off) and discussed with developer to assess technical complexity
  • iteration 0 only covers fundamentals and potentially the details of the most important page. Details for other pages and areas of the site are still to be refined incrementally

 

Decoupling of IA/design and development: 

  • after iteration 0 decoupling IA/design and software development into two independent tracks
  • tracks iterate separately but simultaneously and provide frequent feedback to each other
  • the IA/design track feeds a refined design of the most important features/page(s) to the development track at the end of each design iteration
  • the output from the IA/design track at the end of an iteration is used as input to the subsequent development iteration
  • for the IA/design track to feed the development track the IA/design track needs to be ahead in time – ideally this would be one iteration ahead with minor refinements still possible during the development iteration (e.g. change an image)
  • focus on potentially shippable increments of functionality to provide feedback opportunities for the client/users

 

This approach worked very well for us, we delivered nine releases to a happy client and in terms of process we felt we got the best of both worlds.

 

I would be very interested to hear your thoughts on this approach and particularly any experiences you may have had with similar issues in your projects – especially large and/or global web-based projects.

 

Also, an absolutely excellent description of this approach was done by Lynn Miller in her paper on Adapting Usability Investigations for Agile User-Centered Design. Much of my article is based on and inspired by her work. I only wish I had know about it before we started our extensive period of trial and error. 

 

UPDATE: October 2016

This post is from 2008 and obviously pre-dates Lean UX . While this reflects what we knew at the time, I believe that the design chunking approach can still be used as an excellent stepping stone for getting to Lean UX.

 

 

Sandy Mamoli
2 Comments
  • Lulu
    Reply

    Hi Sandy,

    Great post. And I can testify that this works. I didn’t realize there was a term already coined for this approach. Blame my “being under the radar” mode. :)

    I have been practicing ux for a long time now. And has been in the thick of agile frameworks on different projects. The ones that I have enjoyed the most and felt most productive with respect to features and ux elements has been where we’ve done some work upfront on user research and IA. I would stress on the IA part as it gives the team a roadmap for the project aka a sitemap. But be open to build it up as you progress and do minor changes. I would also say to the designers to have a set of ux principles to guide you when you have to make quick design decisions and changes as part of the iterations – and you will have to change things as you discover, as a team, ways to solve problems. And most important, share with the team and stakeholders what these changes might be before the next iterations.

    As the lead ux’er or designer you need to try to stay ahead (mentally) so you can foresee or anticipate if and how the current iteration could impact the overall design. Stay close.

    July 11, 2015 at 10:42 am

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