Review Checklist

	A	B	C	D	E	F	G
1	UX Review Checklist
2	Section	Priority	Item	Owner	Reviewer	Artifact	Notes

3	Plan
4	Plan	Required	Are there deadline dates set for each step?	Program Manager	Product Manager + Lead Designer	Priorities	Epic Review / Sign Off, User Story Review / Sign Off, Wireframe Review / Sign Off, Content Review / Sign Off, Prototype
5	Requirements
6	Requirements	Required	Has the epic been written?	Product Manager	Lead Designer	JIRA Ticket
7	Requirements	Required	Has the epic been signed off?	Lead Designer	Program Manager	JIRA Ticket	Deadline dates for epics
8	Requirements	Required	Has the epic been sized for effort?	Lead Designer	Program Manager	JIRA Ticket	Estimate in number of work days
9	Requirements	Required	Have the actors and/or personas been appropriately stated?	Lead Designer	Product Manager	JIRA Ticket
10	Requirements	Required	Have the user goals been appropriately stated?	Product Manager	Lead Designer	JIRA Ticket
11	Requirements	Required	Has the way to measure success appropriately stated?	Product Manager	Lead Designer	JIRA Ticket	Statement or achievable metric
12	Requirements	Required	Have the high level user needs been identified and prioritized?	Lead Designer	Lead Designer	JIRA Ticket	Essential, important, non-essential and open questions
13	Requirements	Required	Have the affected pages and UI components been identified for estimation and planning purposes?	Lead Designer	Lead Designer	JIRA Ticket	Screen shots with pages
14	Requirements	Required	Have the user stories been written?	Lead Designer	Product Manager	JIRA Ticket
15	Requirements	Required	Does the designer have enough context where they can write the user stories?	Lead Designer	Program Manager	JIRA Ticket
16	Requirements	Required	Has program management checked all the steps?	Program Manager	Lead Designer	JIRA Ticket
17	Artifacts
18	Artifacts	Medium	Is there research that validates the approach?	Lead Designer	Designer	Wireframe + User Research
19	Artifacts	Medium	Have other applications been researched to find other examples with similar mental models and that achieve similar goals?	Lead Designer	Designer	Research
20	Artifacts	Medium	Have Apptio applications been researched to find other examples with similar mental models and that achieve similar goals?	Lead Designer	Designer	Research
21	Artifacts	Medium	Have the user flows been documented?	Lead Designer	Designer	Storyboard
22	Artifacts	Required	Has the information architecture been documented?	Lead Designer	Designer	Site Map
23	Artifacts	Required	Have all states been documented?	Lead Designer	Designer	Wireframe
24	Artifacts	Required	Have all interactions been documented?	Lead Designer	Designer	Wireframe
25	Artifacts	Required	Have all dialogs been documented?	Lead Designer	Designer	Wireframe
26	Artifacts	Required	Have all confirmation messages been documented?	Lead Designer	Designer	Wireframe
27	Artifacts	High	Has visual design been documented?	Lead Designer	Designer	Wireframe	This can go straight to prototype.
28	Artifacts	High	Are the data visualizations appropriately used?	Lead Designer	Designer	Wireframe	Refer to the Data Visualization Guidelines
29	Artifacts	Medium	Have data visualizations been tested against typical example data?	Lead Designer	Designer	Wireframe
30	Artifacts	High	Have the wireframes been vetted through guerrilla usability testing?	Lead Designer	Designer	Wireframe + User Research
31	Artifacts	Low	Have the wireframes been vetted through formal usability testing?	Lead Designer	Designer	Wireframe + User Research
32	Artifacts	Required	Have the wireframes been reviewed with Product Management?	Program Manager	Lead Designer	Confluence
33	Artifacts	Required	Have the wireframes been approved and uploaded to the intranet?	Lead Designer	Designer	Confluence	Refer to the Vanguard or Flagship Requirements page.
34	Artifacts	Required	Have the affected pages and UI components been identified for quality assurance purposes?	Lead Designer	Designer	JIRA Ticket	Screen shots with pages
35	Artifacts	Required	Has program management checked all the steps?	Program Manager	Lead Designer	JIRA Ticket
36	Content
37	Content	Required	Has a date been set when to bring in content strategy?	Lead Designer	Writer	Priorities	Preferably close to sign off.
38	Content	Required	Has a content inventory been developed?	Lead Designer	Writer	Spreadsheet	Microcopy for pages and dialogs, emails, error messages, contextual help, page level help
39	Content	Required	Has the topic outline been written and prioritized?	Writer	Lead Designer	Spreadsheet	Need template.
40	Content	Required	Has microcopy on pages and dialogs been written and reviewed?	Writer	Lead Designer	Wireframe + Prototype	Designer should write the first draft.
41	Content	Required	Have all the emails been written and reviewed?	Writer	Lead Designer	Document	Designer should write the first draft.
42	Content	Required	Have all error messages been written and reviewed?	Writer	Lead Designer	Spreadsheet + Prototype	Designer should write the first draft.
43	Content	Required	Has contextual help been written and reviewed?	Writer	Lead Designer	Spreadsheet + Prototype	Designer should write the first draft.
44	Content	Required	Has page level help been written and reviewed?	Writer	Lead Designer	Spreadsheet + Prototype	Designer should write the first draft.
45	Content	Low	Has off screen documentation been written and reviewed?	Writer	Lead Designer	Documentation	Off screen documentation should be as limited as possible.
46	Content	Low	Have video tutorials been included with appropriate pages?	Service Designer	Lead Designer	Links + Prototype	Coordinate with Product Marketing.
47	Content	Low	Have links to the appropriate community sections been included?	Service Designer	Lead Designer	Links + Prototype
48	Content	Low	Has localization been accounted for?	TBD	TBD	Documentation	German will be the first language
49	Content	High	Has terminology been reviewed against the controlled vocabulary?	Writer	Lead Designer	Documentation	Referred to Controlled Vocabulary.
50	Content	High	Has content been reviewed with design?	Writer	Lead Designer	Prototype
51	Content	High	Has content been reviewed with Product Management?	Writer	Lead Designer and Product Manager	Prototype
52	Content	High	Has content been reviewed with Customer Success?	Writer	Customer Success	Prototype
53	Content	Required	Has program management checked all the steps?	Program Manager	Lead Designer	JIRA Ticket
54	Prototype
55	Prototype	Required	Have the wireframes been reviewed for a shared understanding?	Lead Designer	Prototyper	Documentation
56	Prototype	Required	Has the content been reviewed for a shared understanding?	Writer	Prototyper	Documentation
57	Prototype	High	Has visual design been reviewed by Product Design?	Lead Designer	Designer	Test Plan + Prototype	Review against always the Pattern Library and the Style Guide.
58	Prototype	High	Has visual design been reviewed by Marketing?	Lead Designer	Designer	Test Plan + Prototype	Review against brand with Marketing Designers.
59	Prototype	Medium	Has responsive design been completed?	Prototyper	Lead Designer	Test Plan + Prototype	Tablet: 768, 1024 Laptop: 1024, 1280 and 1920
60	Prototype	Medium	Has tablet usability been reviewed?	Prototyper	Lead Designer	Test Plan + Prototype	Need checklist.
61	Prototype	Required	Has color saturation been reviewed?	Lead Designer	Prototyper	Prototype	Use Chrome Desaturation plugin.
62	Prototype	Required	Has color accessibility been reviewed?	Lead Designer	Prototyper	Prototype	Use Chrome Eye plugin.
63	Prototype	Low	Has accessibility been reviewed?	Prototyper	Lead Designer	Test Plan + Prototype
64	Prototype	Low	Has localization been reviewed?	Prototyper	Lead Designer	Test Plan + Prototype
65	Prototype	Medium	Has code been reviewed?	Prototyper	Prototyper	Prototype
66	Prototype	Required	Has program management checked all the steps?	Program Manager	Lead Designer	JIRA Ticket
67	Development
68	Development	High	Has visual design been completed and reviewed?	Implementer	Lead Designer	JIRA Ticket
69	Development	Required	Is the URL in the prototype or a specification available?	Implementer	Prototyper or Lead Designer	JIRA Ticket	JIRA Ticket
70	Development	High	Have all interactions been reviewed against the wireframes?	Lead Designer	Implementer	JIRA Ticket
71	Development	Required	Has engineering assigned the it to the implementer for code review?	TBD	Implementer	JIRA Ticket
72	Development	Required	Has the final implementation been reviewed?	Implementer	Lead Designer	JIRA Ticket
73	Development	Medium	Does it work on all browsers?	Implementer	Prototyper	JIRA Ticket	Chrome / Firefox / IE 9, 10, 11
74	Development	Required	Has the release been reviewed for core use cases?	Lead Designer	Implementer	JIRA Ticket
75	Development	Required	Has program management checked all the steps?	Program Manager	Lead Designer	JIRA Ticket