Facets of design leadership

What does it mean to be a design leader? Countless discussions, essays, blog posts and pithy tweets abound covering this question in numerous ways. But as you prepare your portfolio, pitch yourself to potential clients, and present yourself to a future employer, you need to ponder quite deeply about how you yourself approach leadership.

Every designer is a leader in some way…even when starting out — you are role modeling behaviors, demonstrating best practices, and signifying the value of design for stakeholders to appraise and absorb into their thinking. That leadership sensibility — even at the nascent stages of one’s career — expresses itself as words, actions, and of course the “artifacts” or deliverables you provide. Even subconsciously you are framing yourself as a leader — or perhaps undercutting yourself. 

There is a mindset or attitude that you bring to a design situation, personified in your behaviors. There is an approach you demonstrate in how you tackle a problem, or pursue an opportunity, or address someone’s criticism.

There is also the matter of how you interact with peers, highly senior leaders, junior level staff, or the greater community of professionals outside your immediate work context. How do you represent yourself to them?

Most importantly, how do you represent your self to yourself :-) Despite (or maybe because of) ever-changing layers of expectations, pressures, or masks of portrayal, it’s hard to get a sense of who are you to you at your core. Whoa. This is deep stuff! But leadership is more than putting on a mask or mantle that you take off after 8 hours. There’s a base of authenticity of course, with mindful pragmatism to balance all together, too. And it all carries through cognitively, emotionally, physically in the course of our daily lives, even subliminally. 

I have found there are multiple facets to being a design leader, which evolve over time in terms of priority or prominence or context. For me, there are 4 specific facets that I embody:

Evangelist: Being a constant champion of design as a power, a value, a virtue to others, towards fostering greater understanding and depth of appreciation of design’s benefits, in our work and our lives.

Catalyst: Serving as a provocative instigator of radical & creative notions that accelerate a team’s momentum towards something innovative yet valuable, breaking away from legacy modes. Speed, intensity, focus, with an eager, experimental mindset. Yup, the proverbial “bias to action”!

Advisor: Offering informed counsel based upon my years of experience in the field, having worked in a wide range of companies, various organizational models, with diverse design methods and such. 

Ambassador: Being regarded as a resourceful representative to the broader design community, while bringing value back to my clients and employers. Enabling that two-way dialogue of sharing and symbolizing, as well.

These four naturally build on and amplify each other, propelling a virtuous cycle of optimism and striving…and are all grounded upon a specific value or virtue, at least for me —  “teaching” or “sharing knowledge & passion”, expressed as those facets in various ways, providing value through impact, influence, and inspiration. Leading by example is also very much a big part of this.

What facets shape you as a leader? Think of the moments where you exude confidence or aim to build trust & respect, or reduce complexity & ambiguity while building rapport with the team. When are those moments you feel satisfied and accomplished, or at least hopeful and inspired? Chances are those are the signals that suggest the kind of leader you are and the facets that reflect & shape your design leadership potential, with an outlook for others to strive, as well.

Themes across a design career

If your’e just starting out, or at a relatively early stage in your career as a designer, the commonly perceived evidence of potential ability & quality is your portfolio, the body of work you’ve done for clients & teams. This is certainly still true as you develop a significant career path with 10, 15, even 20 years worth of hard-fought experience. As a former mentor once said to me (I think quoting Hollywood agents), “you are only as good as your last project”. Hmm. Fair enough, but as I’ve recently taken a somewhat long view towards the ongoing evolution of my own career path, I can’t help but look back at all the work I’ve done and felt…well, rather overwhelmed. I mean, 15+ years, dozens of clients and companies, with lots of side projects — how should I package and present that to my next client or employer? (or perhaps more likely, to an executive-level recruiter placing for senior design leadership positions)

Yes, the sage advice about selecting your best & most relevant work to a certain role still applies — think of it as a design problem, as I’ve argued before.

But I’ve also begun noticing some common themes that permeate across my work, signaling strengths of expertise and pursuits of passion that exemplify some sweet spot of my design ability and quality. Let me explain…

I noticed these themes emerging when I asked myself the following, as I pored over literally thousands of folders and files (Thanks, Apple Time Machine!):

– Which problem spaces captivated my interest, that I found intellectually stimulating and creatively rewarding? 

– What kinds of design activities excited me, thus brought out my best attitude and highest quality outputs?

– What kind of projects challenged me and compelled me to tackle them, staying up late into the night or weekends, regardless of the incentives I got or reputation/brand of the client?

For myself, I discovered 4 themes that summarize the arc of my design career thus far:

Sketching: I’m an artist at heart and thrive on pen/paper sketching — fast and gestural — as my primary mode of problem space exploration and solution generation. Sketching is how I interpret situations and express myself, full stop.

Systems Thinking: No matter what kind of problem I’m given, I always seek to understand the parts and wholes, the pathways and elements, how they interconnect. Drawing maps and diagrams to visualize such systems, while thinking through ripple effects throughout, is key for me.

Enterprise UX: The nature of my career path moved across various companies bent towards large-scale software rife with complexity and ambiguity, deep into business productivity solutions — aka, “enterprise”. Tough challenges with big impact! 

Next-Gen Concepts: I admit I’m somewhat the creative rebel, fearlessly pushing the envelope, the bar, the constraints, with risky thinking. Naturally provoking speculative concepts to shift the design direction and motivate new business models, that’s a vital theme as well in my work.

As I stand back I realize these themes capture who I am as a designer, quite accurately and succinctly. And now I’ve found a way to encapsulate my work and anchor discussions with prospective clients or employers, based upon points of view literally embodied by my “outputs”, which suggest future possibilities — as variations upon those themes. How can I adapt, modify, or simply pivot as I look towards the future evolution of my career? Themes provide a higher order analysis, yet useful basis for that kind of discussion, with your self and your future collaborators. 

 

 

Reflections 2015 / 2016

A new year already! Wow. How time truly flies when you’re busy… prototyping your career? Hmm. The final months of 2015 found me in the midst of a post-startup sabbatical, re-assessing my career trajectory after some unexpected changes, and taking time to shift things around in terms of personal and professional priorities. Lots and lots of coffees and conversations and “catch-up” meetings with many good people in the SF Bay Area, from designers to startup CEOs to engineers and even sales folks. I also began “prototyping” my career situation, trying out a variety of possibilities that keep me engaged and (hopefully) financially sound! I don’t know if it’s permanent just yet, but I landed upon a conceptual structure of proportionally striking a balance among three elements: a) UX Consulting b) Speaking/writing and c) Teaching (or somehow involved in design academia).

The idea is to continually tweak (iterate) the proportions of time and energy allocated to each element, per circumstances and dependencies, i.e., it’s always dynamic and evolving as a “virtuous cycle” framework. This is not new, of course, but it’s new to me for sure!

Some big challenges I encountered while embarking upon this virtuous cycle model during the last few months of 2015:

• Protecting my own time and energy for what I want to focus on, not just giving in to any “we need a designer pronto” request.

• Juggling how to keep various doors and windows of opportunity open while closing those that aren’t immediately or initially relevant, but preserving connections for later… because you never know! 

• Communicating and justifying my value as a strategic, principal-level design leader while educating folks who may not be knowledgeable about the wide, diverse spectrum of “design”.

• Defining my own goals for pursuing “academy” in small engagements, and how to balance that with paid vs non-paid speaking opportunities (for pragmatic reasons, of course ;-)

• Reconciling the inherent “hurry up and wait” model of consulting with an innate passion to tackle problems and prove my talent / leadership / value to skeptics with immediacy of impact — definitely not easy! 

 

So, the non-stop iteration of this model continues in earnest as I head fast into 2016. But looking ahead I’m mindful of also applying attention to a few key areas of significance for me:

• Role modeling good design leadership behavior, with clients and students alike. This includes communicating abstract concepts of design and demonstrating how to apply design thinking effectively…and strategically. 

• Avoid preaching or lecturing (ahem ;-) but instead cultivate an attitude of “inviting people along”, via thoughtful questioning of issues, encouraging responses and debates from skeptics, thus serving as an unbiased open-minded guide, not someone with an agenda to prove.

• Allowing situations or personalities to play themselves out and assess the outcomes with curiosity, rather than impatience beset by remorse or regrets. Some things aren’t meant to be, or maybe they just connect nicely! 

• Pursue design challenges (in practice and teaching) that speak to issues around ethics, philosophies, psychologies, and organizational themes, beyond “yet another screen/device”. Start developing the “meta-design” aspects of practice with clients and students, for long-term traction.

 

Amid such reflections of the past and what’s possible for the future (at least this year), it will be an exciting time with further forethought and adjustments along the way…Stay tuned.

 

Mechanics, mindset, and alchemy

Let’s say that one day, I wrote out the steps of a typical UCD-based process on a whiteboard (just pick any reputable textbook ;-)…and then someone walked into that room, memorized this process as a template or recipe and then executed it accurately — is that person now a designer? 
 
That’s exactly the question a professor asked our class, in the final weeks of a graduate design seminar at CMU, well over a decade ago.
 
It’s an interesting question to revisit today, especially in light of the rapid emergence of many short-form certificate programs in design, as either free/cheap online video tutorials or startups funded to churn out so-called “UX Designers” on demand (after they pay hefty tuitions), to accommodate all the wild demand.
 
Of course, anybody can be taught the rote mechanics of a tool or a process, as a sequentialized series of steps—the rawest form of tactics, that through incessant practice can become natural, intuitive like the muscle-memory of a piano player. But to become truly expert and valuable as such, requires a deeper level of engagement beyond simply 10,000 hours of practice.
 
Design in practice involves an ever evolving, dynamic relation of mechanics, mindset, and perhaps, maybe ultimately a kind of alchemy — a transmutation of that which is understood & practiced into one’s own being. There’s a vital intellectual awareness of all this happening at some (or many) levels as you do the design work. Let’s break it down a bit…
 
• Mechanics is that initial level of design practice (or activity, as “practice” implies a kind of behavioral rigor) for many entrants into the field, certainly those who are transitioning from other fields, possibly enamored of the “cool stuff” that may be created. Hey, that’s OK! It’s totally natural. You want to master the behaviors of tools and procedural sequence of steps towards creating and delivering something worthy of praise, or solves specific problems at a sufficient level. For the vast majority, this is perfectly acceptable as a goal and focal point to sustain one’s design aptitude. 
 
• Mindset is the next level of design practice, which requires a certain depth of forethought, around the purposes and values guiding the choices being made at the mechanics level. Understanding the “why”, the context (wherein constraints, contingencies, probabilities and possibilities, and thresholds for compromise all exist), and how they intertwingle to arrive at a nuanced appreciation for what’s really happening when design happens — this frankly is what separates the “newbies” from those seeking to go deeper. This requires patience and persistence and a mindset of curiosity, wonderment, skepticism, with perhaps a dose of provocation. Asking why not, or what if we don’t do it this way, and so forth are valuable. This provides the frame for applying the base level mechanics in a more deliberate, consequential manner, beyond tactical, rote execution. 
 
But where the real magic lies, and what truly separates the “newbies” from masters and experts is the emergence of “alchemy” in practice, for lack of a better phrase. This is the sublime, intuitive, woven-within-you sense of design as a true art. Not art like funky paintings. Art as in a deeply connective, strategic, internalized sense, a lens upon the world of action and reaction, which natively guides your outlook, your habits, your conversations, your interactions with systems and process and culture in terms of Design (yes, with a capital D). It takes beyond just 10,000 hours, true, but also continual deep reflection on one’s practice, useful assessment of insights over the years, cultivation of one’s own ethos of a design philosophy with testament and conviction. 
 
mechanics
 
This alchemy (the elusive yet magical blend of mechanics and mindset into something uniquely personal and very powerful in practice) involves a powerful sense for adaptation, the ability to anticipate and adjust dynamically per some as-yet-unforeseen circumstances, or awareness of certain attitudes, contingencies or other parameters. And along the way, even invent or re-invent as the case may be, on the fly. Truly intelligent improvisation that’s contextual and still resonant with the needs of the moment. 
 
So…back to the original question: I’m not sure memorizing & executing a “formula” for design make one a designer. It’s a very nice and useful start, of course. It’s just the first step towards a richer, deeper journey of actualizing one’s abilities with an emerging art for doing it at a level of intuitive mastery, if one choose that journey. That journey takes significant time, practice, patience, and exposure to a wide variety of situations, guided by a reflective sense for self-improvement and adaptation to what’s possible. Understanding this dynamic of mechanics and mindset at play in your own work over the years is perhaps an essential aspect towards becoming a fully formed and masterful designer who can turn difficult challenges into beautiful moments of preferred change, who simply exudes this transformative sense of “alchemy”. 
 

Reading List: Fall 2015

Various books and articles are keeping me busy with useful ideas and perspectives this Fall, such as the following:

• Articles on Product Management: I must admit I’ve had some rather poor experiences with Product Managers lately, so I’ve been digging deep into what it means to be leading the product function of an organization. What are their goals, drivers, criteria for success? Indeed, these articles have provided quite a bit of insight, and even promoted just a little bit of empathy for those performing that role ;-) See below. 

Let’s talk about Product Management (Greylock Perspectives) by Josh Elman

What I learned at Slack (a multi-part series) by Kenneth Berger 

How make a firehose of feedback useful (via Kenneth Berger)

The role of a Product Manager by Michael Siliski

Steven Sinofsky’s response to that article

How to hire a Product Manager by Ken Norton

PM at Microsoft by Steven Sinofsky 

Any and all articles by Marty Cagan :-)  

 

• Articulating Design Decisions by Tom Greever — A good basic collection of wisdom and lessons which provide on how to effectively argue, defend, rationalize design decisions of tactical to strategic value, to a variety of specific stakeholders (engineering, business, clients, etc.) // Amazon link //

• Design Sprint by Banfield/Lombardo/Wax — Excellent survey of the formal “design sprint” methodology derived from Google Ventures sprint model, and explained as a cookbook-style format for usage in your work context with Devs and PMs to achieve maximum impact. Lotsa great stories, examples, and photos. I got this book after hearing the authors’ webcast via O’Reilly recently. // Amazon link //

• Designing Business by Clement Mok — An oldie, but a goodie! This was I believe my very first design book purchase at a Waldenbooks (remember them?) in Ann Arbor in 1996. While it is almost 20 years old, the concepts and terminology written from the fresh-eyed view of “new digital media” still bears relevance as the profession morphs with more complexity and tools. Definitely worth re-reading. // Amazon link //