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Case Study Framework �and Presentation Template

Patrick Neeman — Usability Counts Career Guide�Twitter Post | LinkedIn Post

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Introduction

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Website Summary vs. Case Study Presentation

Website Summary�Attract interest to your work

Company, Project Name and Role
Problem, Solution, Outcome
Key Screens With Summaries
Link To Deck

Presentation�Show process and close the deal

Company, Project Name and Role
Problem, Solution, Outcome
Full Design Thinking Process
Link To Prototype (Optional)

High�Demonstrate solution

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Example Case Study Presentation Framework

Step	Artifact	Priority	Notes
Introduction	Problem Statement	High	A statement where the problem can be measured or stated in a tangible way. “How Might We’s” are a pretty good example.
Introduction	Solution with Outcomes	High	A statement of what the solution is and how it can be measured in a tangible way i.e. 23 percent more users.
Introduction	Competitive Analysis	Low	If competitors exist, a list of them and the features they have or are missing.
Empathize	Journey Map	Low	The journey should illustrate how the user achieves the goal without the designed solution.
Empathize	User Interviews with Affinity Mapping	High	Between 5 and 10 interviews and quotes.. Grouping of like topics that illustrate different approaches.
Empathize	Other Research	Medium	Research with metrics of some type (58% of people saw “this”).
Define	At Least 3 Personas	High	Goals, motivations, behaviors (sometimes current behaviors without a technology solution). Demonstrate relation to the problem.
Prototype	Sketches	Medium	Rough wireframes that have a flow that lead to a measurable outcome.
Prototype	Wireflows, Process Flows and/or Site Map	High	Information architecture appropriate to the tasks that has a flow that lead to measurable outcomes.
Prototype	Wireframes or Mockups	High	Existing design or pattern libraries and icons, and existing design patterns.
Prototype	Visual Branding	Low	Don’t emphasize visual too much. A clean look that is more about the content than overdesign.
Test	Usability Testing with Results	High	5 to 10 User interviews with up to 5 summarized recommended actions.
Test	Revised Wireframes or Mockups	High	Up to 5 changes that demonstrate of what was learned through testing and how the design changed.
Conclusion	Conclusion	High	Up to 5 concluding thoughts of what was learned.

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Example Case Study Presentation Rubric

	Excellent	Good	Fair	Needs Improvement
Delivery	Holds attention of entire audience with the use of direct eye contact, seldom looking at notes. Speaks with fluctuation in volume and inflection to maintain audience interest and emphasize key points.	Consistent use of direct eye contact with audience, but still returns to notes. Speaks with satisfactory variation of volume and inflection.	Displays minimal eye contact with audience, while reading mostly from the notes. Speaks in uneven volume with little or no inflection.	Holds no eye contact with audience, as entire report is read from notes. Speaks in low volume or monotonous tone, which causes audience to disengage.
Content	Demonstrates full knowledge by answering all questions with explanations and elaboration. Provides clear purpose and subject; pertinent examples, facts, and statistics; supports conclusions and ideas with evidence.	Is at ease with expected answers to all questions, without elaboration. Has somewhat clear purpose and subject; some examples, facts, and statistics that support the subject; includes some data or evidence that supports conclusions.	Is uncomfortable with information and is able to answer only rudimentary questions Attempts to define purpose and subject; provides weak examples, facts, and statistics, which do not adequately support the subject; includes very thin data or evidence.	Does not have grasp of information and cannot answer questions about subject. Does not clearly define subject and purpose; provides weak or no support of subject; gives insufficient support for ideas or conclusions.
Audience Awareness	Demonstrates strong enthusiasm about topic during entire presentation. Significantly increases audience understanding and knowledge of topic; convinces an audience to recognize the subject importance.	Shows some enthusiastic feelings about topic. Raises audience understanding and awareness of most points.	Shows little or mixed feelings about the topic being presented. Raises audience understanding and knowledge of some points.	Shows no interest in topic presented. Fails to increase audience understanding of knowledge of topic.

Read Write Think - Oral Presentation Rubric

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[Project] Redesign Increased/Decreased [Key Outcome] 00% over [Time Period]

Dates: [Month] [0000] — [Month] [0000]

Role: Designer with [X] Developers, Product Manager

Company: [Company Name]

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Why [Project Name] Or [Project Context]

Before I [Did something], I wanted [Some kind of outcome].

I had to [How I solved it with current behaviour]. This was all very time consuming, and I wanted to do this more easily so it wasn’t so cumbersome.

Medium�Demonstrate curiosity

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Problem Statement Example

Before I [Did something], I wanted [Some kind of outcome].

I had to [How I solved it with current behavior]. This was all very time consuming, and I wanted to do this more easily so it wasn’t so cumbersome.

Medium�Demonstrate curiosity

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Problem(s) and Solution(s) Example

Problem(s)

How might we enable prospective tenants to find a place that fits their needs while saving time?�

How might we make agents more efficient by showing apartments to more engaged prospects?

Solution(s)

I designed a solution that allows prospective tenants to view online tours without visiting the property.�

I designed a solution that decreases the time agents spend with prospective tenants without decreasing conversion.

High�Demonstrate solution

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00%

Outcomes

…increase in number of [actions].

…decrease in time performing [task].

…higher conversion rate for [outcome].

High�Prioritized outcomes

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Storytelling Example

Problem

Solution and Outcomes

Process

What I learned

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Empathize

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00%

External Research

…of millennials move every year because they don’t own a house.

Source: News Article

…of millennials lived in U.S. major metropolitan areas in 0000.

Source: News Article

…of millennials used their mobile phone as their primary device.

Source: News Article

High�Discovery Research

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Quotes From 00 Discovery Interviews

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High�User�intent

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User Interview Takeaways

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High�User�intent

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Journey Map Example

Medium�Longer features

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Competitive Analysis

Feature	Competitor	Competitor	Competitor	Competitor	Competitor
Lorem ipsum dolor sit amet	Yes	No	Yes	Yes	Yes
Lorem ipsum dolor sit amet	No	No	Yes	Yes	Yes
Lorem ipsum dolor sit amet	No	Yes	Yes	No	No
Lorem ipsum dolor sit amet	No	Yes	No	No	Yes
Lorem ipsum dolor sit amet	Yes	Yes	Yes	Yes	Yes
Lorem ipsum dolor sit amet	Yes	Yes	Yes	Yes	Yes
Lorem ipsum dolor sit amet	Yes	No	Yes	No	Yes
Lorem ipsum dolor sit amet	No	Yes	No	Yes	No
Lorem ipsum dolor sit amet	Yes	Yes	Yes	Yes	Yes

Medium�Popular Applications

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Application Opportunities

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Medium�Popular Applications

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Define

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Constraints

We had the following constraints:

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High�Understand Limitations

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Persona Examples

High�State user goals

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Persona Summary

High�Summarized user goals

Role

Goal�“Intent Lorem ipsum dolor sit amet, consectetur adipiscing elit.”

Role

Goal�“Intent Lorem ipsum dolor sit amet, consectetur adipiscing elit.”

Role

Goal�“Intent Lorem ipsum dolor sit amet, consectetur adipiscing elit.”

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Ideate

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Prioritization

Now (MVP)	Next	Later
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Medium�Outcome Prioritization

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Initial Sketches With Key Screens

High�Initial Concepts

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User Flow, Wireflow or Site Map Example

High�Understand User Flow

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User Flow, Wireflow or Site Map Example

Medium�Understand User Flow

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Prototype

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Wireframe Examples

High�Breadth of Work

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Mobile Key Screens

Screen title and goal

High�Prioritizing Interactions

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Desktop Key Screen

Screen title and goal

High�Prioritizing Interactions

Zoom in on something that’s of a high priority

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Desktop Key Screen

Screen title and goal

High�Prioritizing Interactions

Zoom in on something that’s of a high priority

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Desktop Key Screen

Screen title and goal

High�Prioritizing Interactions

Zoom in on something that’s of a high priority

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Test

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Curated Usability Testing Quotes

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High�Prioritizing Findings

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Usability Testing

Passing Tasks	Failed Tasks	Prioritized Improvements
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High�Prioritizing Findings

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Improvements

Before

After

Before

After

High�Prioritizing Findings

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Improvements

Screen title and goal

High�Prioritizing Interactions

After

Before

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Improvements

Screen title and goal

High�Prioritizing Interactions

After

Before

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A/B Testing Improvements

00%

Key Screen

…higher conversion rate for [Task].

Second Round

…higher conversion rate for [Task].

First Round

Medium�Prioritizing Findings

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Conclusion

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00%

Outcomes Recap

…increase in number of [actions].

…decrease in time performing [task].

…higher conversion rate for [outcome].

High�Prioritized outcomes

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Quotes From Co-Workers / The Client / Users

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Medium�Prioritizing Findings

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What I Learned

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Appendix

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Outcomes

Successful outcomes were measured through:

More views
Less touchpoints (emails, phone calls)
Higher lead count
Higher conversion rate

High�Prioritized outcomes

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Resources

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Resources