A Step-by-Step Guide to Making a UX Teamwork Dream Work 

Tips on how to improve the collaboration with non UX professionals

Establishing and maintaining an effective collaboration within a team takes almost as much effort as your professional tasks. But, since we always try to focus on the visible result, we tend to forget to pay attention to other factors that also contribute to the best outcome.  It is important to remember creating a motivating environment fosters productive collaboration and boosts creativity.

In a very recent article, we talked about the social aspect of collaboration and its impact on creating a motivating environment. In this blog post, you’ll find a short guide that walks you through the other most important steps that contribute to effective teamwork.

Take The Other’s Perspective Into Account

Perspective-taking helps us understand a situation from different points of view. It reduces conflicts, facilitates communication, and helps us to see the big picture. Besides these explicit outcomes, perspective-taking also has some unconscious effects that can be beneficial. For example, taking others’ perspectives fosters creative problem-solving and increases positive emotions that contribute to high-quality work. It also helps you notice more of that person in yourself, which eventually reduces the propensity of judgments (for further information, check this article). 

If you work as a designer or researcher, you are usually part of a product team, which is fundamentally a collaborative process. In such teams, taking into account the opinions and backgrounds of others is an indispensable step towards a smooth collaboration. 

different perspectives in teamwork

Taking someone else’s perspective into account sounds very easy, but doing it properly can be very difficult. Here are some tips on how to do it:

  1. 1 – Take a short break – the whole session lasts around 30 minutes. Lay back and take a deep breath. When breathing in, think about positive things. When breathing out, release all negative feelings and vibes. Repeat this until you feel relaxed.
  1. 2 – Imagine the situation that upset you, but now observe it like an outsider. Replay in your mind what happened and try to answer the following questions: What knowledge did each participant have, including yourself? What could be the most important to each person? What concerns or pain points did each of them have? This step helps you look at the problem from different perspectives and gain insights into the motivations and emotions of everyone involved.
  1. 3 – Answering the questions of step 2 is only the beginning of this journey. Spend some time with this mindset. Think about – even better if you write down bullet points – how the problem/situation looks different now. Why could each person behave the way they did? This step can help you develop empathy and understanding for others, leading to more effective communication and collaboration.

Remember, the most challenging part of this process is focusing only on the other person’s point of view and suppressing your own feelings. Find a suitable time when you are in the right mood for this whole session. But remember: postponing it can make the whole process harder – as memories fade over time, making accurate recall less feasible.

Be Flexible

If things are going according to your predefined plan, great job! You can skip this section. 😉

However, it’s also possible that things may not go as planned. There can be countless reasons for this, but now let’s focus on how to adapt to a situation like that. 

flexibility int teamwork

Flexibility is a key characteristic of any team player. However, throughout a collaboration or project, many obstacles and unexpected hurdles can come up that you as a team have to solve and you as an individual have to adapt to. So what can you do? 

  • 1 – Open communication
    Proper communication is essential for being able to flexibly adapt to changes. It lets everyone understand the ‘big picture’- what changes are happening and why. Express your ideas, thoughts, and concerns, and encourage your colleagues to do the same. If you disagree with something or are unsure about what is happening, don’t be afraid to ask questions! You can only adapt to changes if you understand the decisions that have been made and also their background. To avoid giving the impression that you are questioning the decision itself, formulate your questions properly. Another paragraph in this article provides some tips on how to do that by covering assertive communication in more detail.
  • 2 – Be open-minded!
    Being receptive to new ideas and experiences is an essential skill to flexibly adapt to changes. Listen to and consider what other people are saying without judging. First, hear what they are saying, and understand their point of view. And if you have concerns, try to challenge their approaches by asking questions and seeking further information. Of course, you don’t necessarily have to agree with the new ideas, but putting effort into at least understanding them can also help you to persuade them to change their thoughts, and you might come up with a better solution together.
  • 3 – Be curious and open to learning new skills.
    Changes can bring uncertainty – when things don’t go as planned, the situation can become unpredictable. Questions may arise, such as: What will the new setup look like? What tasks will I have? What if this approach fails again? The more knowledge and skills you possess, the better equipped you will be to deal with unexpected situations and tasks. Following the industry trends and innovations, broadening your knowledge will help you be flexible and adapt to changes quickly.

By communicating effectively, being open-minded, and learning new skills, team members can better navigate unexpected hurdles, solve problems, and work together towards a common goal.

Give and Ask for Feedback

Both giving and receiving feedback can be challenging and, at times, uncomfortable.  However, it is essential for building successful teamwork. Remember that feedback is not inherently negative but rather an opportunity to get to know each other’s perspectives and see things from different points of view. 

different views of team members

The key to successful feedback is in the “how.” The way you provide valuable and constructive feedback to others often matters more than the actual content of the feedback itself. You might highlight valuable points, but if it creates negative feelings in the receivers, they may not accept it or build it in. To ensure that feedback is useful and productive, it is essential to follow a few guidelines. Let’s take a look at some tips:

  1. 1 – Organize: Whenever you feel your team needs a feedback session, bring up the idea, and explain why you think it would be beneficial. Then, try to schedule an appointment when everyone is available. A feedback session shouldn’t be longer than 1-1,5 hours. 
  1. 2 – Define: Before the session, think through (and preferably write down) what you want to discuss and why. Identify your main goal for the feedback and what you hope to achieve with it.
  1. 3 – “Build up” the feedback: Many people still believe in the so-called “sandwich” technique: wrapping negative feedback in between positive feedback. It involves starting with some good things, then addressing the important negative points, and at the end, saying some positive things again. The downside of this technique is that the information “hidden” in the middle may be easily overlooked.
  1. 4 – Give room to others: Remember, a feedback session is not just about sharing your own thoughts. Always provide others with the opportunity to share their perspective and feelings. A feedback session should be a conversation between all parties involved.
  1. 5 – Prepare: Prepare for the session in advance by collecting topics, problems, and questions you would like to cover. Create a board with the goal of the session and the defined topics using tools like Miro, Figjam, or any other tool your team is comfortable with. Leave space or post-its for each topic to allow participants to share their thoughts during the session. (Check out a feedback session template created in Figjam below.)

retrospective workshop session

  1. 6 – Facilitate: Start the session by highlighting its goal. Then, go through each topic one by one. Always leave a certain amount of time for the participants to think through each topic and write down their thoughts. When the allotted time is up, provide space for everyone to explain their opinions and ask clarifying questions if necessary.
  1. 7 – Summarize: At the end of the session, summarize the key learnings, and what should be done the same way or differently in the future.

Feedback sessions are not only great because you can learn from them, but they also have additional positive consequences. Studies have demonstrated that a well-prepared feedback session can increase performance levels, support individuals in achieving their goals, and boost personal engagement.

Communicate Assertively

When communicating with colleagues, clients, or stakeholders, it’s important to be mindful of both what you say and how you say it. Endeavor to communicate assertively, which means explaining things directly and clearly while also actively listening to others. The most important part of it is that you have to stand up for your rights and needs in a manner that makes you seem brave and confident but not arrogant and aggressive. To achieve this balance, there are some principles that you can follow.

Principles: 

  1. 1 – Follow the basic non-verbal communication rules that help you look confident (e.g., direct eye contact, balanced posture, medium tone, and volume of voice). 
  1. 2 – Explain everything carefully, keeping in mind that what is clear for you may not be clear for someone else.
  1. 3 – Take breaks and let the receiver respond and/or ask questions at certain points. If they don’t ask questions, try to encourage them to do so by asking for their opinions and thoughts.
  1. 4 – Support the objective observations with facts, and in the case of subjective ones, emphasize that those are only your opinions. 

assertive communication

Being able to communicate assertively takes time and practice, but it will definitely help you to be heard and understood in any workplace setting.

Be Patient and Educate Whenever Needed

As UX professionals, we often encounter challenges with team members who are not familiar with UX processes and have misconceptions about what we do. These misconceptions stem from a lack of understanding rather than ill will. People outside of UX may not grasp the importance of certain steps or want to rush through them. For instance, wireframing and building a design system are essential steps that may seem unnecessary to others, but they actually help save money in the long run. Likewise, feedback from a look-and-feel workshop is crucial for us to move forward, but team members may claim they are too busy to participate. These misunderstandings and points of friction can be frustrating and cause tension. Education can help overcome these issues.

  • Explain and educate:
    If you feel the client or your colleagues don’t fully understand your goal or approach, try to calmly explain it to them. Tell them why it is important at that specific stage, why it takes a certain amount of time, and what might happen if they miss that step. Bring relevant examples from your previous experiences to illustrate your points. Remember that some details may be clear to you but not to others. Also, let them explain their concerns or fears and why they are reluctant to follow that plan. Answer any questions that may arise and address their concerns to ensure everyone is on the same page.
  • Be open to trade-offs:
    It may occur that even after lengthy discussions and education, team members still hesitate. At that point, you must decide how far to push your approach and when to offer an alternative solution. This decision depends on many factors. However, a never-ending fight within the team can be destructive and toxic. Therefore, after a few days or weeks, it is essential to make a decision and move forward.

Education, clear and detailed explanations, examples, and answering all questions seem like tiny things, but doing them properly always takes time. Be sure to dedicate enough time to them, and try to share all the information that would help you get you all on the same page.

To successfully educate others, you will need all previously mentioned soft skills: taking others’ perspectives, being flexible, giving and receiving proper feedback, and communicating assertively. All these skills are closely related to each other, and putting effort into enhancing them contributes highly to making a teamwork dream work. 

teamwork with different views

What Is The Key Takeaway Here?

Collaborating smoothly with people of different backgrounds and personalities can be challenging. Often, we focus solely on achieving set goals quickly and neglect the fact that team members can be more committed and efficient if they truly form a team rather than just individuals who work together. To foster successful collaboration in UX projects, a holistic approach is required that extends beyond individual expertise.

In essence, true collaboration arises from a symphony of soft skills, where team members genuinely engage with each other’s perspectives, communicate openly, and remain adaptable. By valuing these aspects, a UX project can transform from a collection of skills to a true teamwork dream.

Searching for the right UX agency?

UX studio works with rising startups and established tech giants worldwide. 

Should you want to improve the design and performance of your digital product, message us to book a consultation with us. We will walk you through our design processes and suggest the next steps! 

Our experts would be happy to assist with the UX strategy, product and user research, or UX/UI design.

5 Ways Design Will Make Your Product Strategy Great

A stylized, flat illustration of a light bulb with hand-drawn shapes in the background.

First, I wanted to introduce myself a bit. I’m Sándor, a product lead and former product designer with 5 years under my belt. I started my career with UX agency work at UX studio. My first few projects included webshop and mobile app designs for clients like Google. I also worked on a research-only localization project for Netflix.

In 2020 I joined our CEO to launch a new website builder for writers. We sailed from initial discovery to self-sustainability. That’s when I switched to a management role overseeing three smaller product teams, each around 4-6 people.

In short, the perk of having smaller product teams is that processes are not complicated. You can improve them through observations. But, the challenge is that roles are often diluted, and responsibilities are intertwined.

Even if you have strategy frameworks set up, problems in the design and research processes can misguide your strategy. In this article, I’ll bring personal examples to illustrate these problems and recommend solutions to them.

I hope these might help you out to improve your workflow as a designer or optimize your team’s processes as a manager.

How designers work in our product teams

To provide some context, here’s how our product teams work. A product designer starts everything by collecting insights. This can happen through interviews, tests, support emails and so on. Then we pick tickets that contribute to our quarterly objective the most. The designer turns the ideas into sketches, prototypes and finally, usability tests. After iteration rounds features are handed over to developers. We release, then our marketer lets our users and target audience know through various channels.

As you can see at first glance, there’s so much depending on our product designers. They are researchers and analysts as well. This slows down design by quite a margin — but it’s also valuable since one person is at the center of all this knowledge. Thanks to this, I find myself ideating on long-term plans with our designers. They have clear ideas of the future, opportunities and dangers, debts lying ahead.

An image illustrating how the designer role (symbolized by a circle) in our teams is exposed to a lot of information (symbolized by random shapes).
Our designers are exposed to a lot of unfiltered information.

Why strategy is embedded into product design

Good insights are the roots of a good strategy.

And the field of product design is full of great possibilities to collect insights. For example, usability tests and user interviews provide ample opportunity to receive input from users. During these sessions, you can see how your product is helping people.

In this setup I described above, designers and researchers are the first to know about feature requests or user struggles. They’re also the first to know about emerging trends that might affect your strategy in the long run.

How can strategy get derailed in the design process?

Even though all this above might sound natural, the process can get derailed. This heavily depends on the team setup, culture, or collaboration process.

For example, our team does not have dedicated researchers. Because of this, our designers work with a lot of unfiltered information. This calls for designers to be as objective as possible. Any small bias can lead to distorted insights, which means we built our strategy on the wrong assumptions.

But it’s not only about how you process insights. It’s about delivery, too. If all the insights are right, but the solutions are not good enough, the result is the same. You’re not shipping the features that’ll make a difference or contribute to your goals.

Below, I’ll detail these problems a bit more and also introduce new ones. I’ve paired them with tips on how to solve them.

How to optimize product design for strategy?

1. Collect the right insights

During my years working in the field of UX, I found this to be one of the most important principles for strategy. You have to make sure you’re collecting the right insights. Otherwise, you’ll end up like me a few years ago, making the biggest mistake of my career to this day.

Copyfolio, our freshly launched website builder, was just starting out. Our paying user base was growing but only barely. We desperately needed the input to decide what to add to our small editor.

So, from day one, we had a floating action button within the editor. It opened a small window where people could get in touch with us. Found a bug? Needed help? Wanted to recommend changes or share a feature idea? As a user, you could report it all — and sure enough, we started receiving user input. A ton. I remember thinking the more people gave us feedback, the easier it was going to be to make a decision on what to do next.

An image showing a lot of random shapes. Four shapes are circled in the middle, symbolizing the important insight.
Collecting the right information means finding the insights that matter

There were pretty good insights: they needed more customization, new sections, domain connection, and so on. We started implementing all these, but the growth rate did not change a tiny bit. We didn’t understand why.

Looking back from a few years, I still feel dumb for not checking who was giving insight to us. I started asking more questions about our subjects’ background. It turned out that mostly paying users sent requests that we implemented. Users who sign up to a free product and don’t find what they need, just leave. It’s that simple. Most of them won’t bother opening a popup and detailing their needs in multiple lines so they can pay.

Sure, I was collecting insights — just not the right insights. I’ve gathered a few tips on how to avoid falling into the same trap:

  • Always do detailed background exploration on interviews, in surveys, etc. It can reveal unexpected factors.
  • Align your research method with your goal. Define if you need quantitative or qualitative data and find the best way to collect it.
  • Keep challenging the quality of the input you’re getting. Try altering factors to see if you get the same results.

2. Be objective and ready to change your mind

Ensuring the objectivity of your strategy is harder than it looks. It requires a change of mindset: you have to look at things without preconceptions.

During my years in the agency work, an amazing researcher teammate of mine found something interesting. We were working on a smaller module of an app. Users mentioned on the tests that they didn’t know what the app should be used for. Upon a bit of digging, we figured out that the app had so many smaller features and modules that users weren’t sure what the app was for. To put it simply, the app had too many features.

We knew it wasn’t the original scope, but yet, it was a crucial finding, so we wanted to share it with the stakeholders. We prepared a presentation and talked about how we could bring up the topic in the best possible way.

The discussion was pretty unremarkable. We were presenting, they were listening, and a few heads were nodding. At the end, we realized they were not open to this feedback. They couldn’t get their head around the fact that there’s something like “too many features”. Their strategy was the direct opposite: add as many features as possible.

They ended up losing around 35% of their user base in 2 years.

An image with a lightbulb on the left, symbolizing an idea. Three key questions on the right. These are the questions mentioned in the article a paragraph below.
3 simple questions are enough to challenge your perspective

It’s not enough to collect the right insights — you have to be able to stay objective and open enough to change your mind. Here are a few questions that we should have asked the stakeholders:

  • What is the worst scenario if we go with this idea?
  • What is the worst scenario if we ditch this idea?
  • What if your most trusted friend or colleague said this? How would your reaction change then?

There are great frameworks to build confidence in your strategy. The key is to constantly challenge it and be ready to adjust your course. This way, you can ensure that you’re not sticking to an outdated idea.

3. Timeframes help with prioritizing

Let’s move on to the next step. The insights you’re building on are solid, and you’re ready to change your mind about strategy. There’s a high chance you’ll be overwhelmed with ideas and tickets to pick from. So, how do you decide what to work on?

I found that a clear timeframe is key in this case. For example, our team has mutually defined quarterly objectives. We track our progress with key results and decide on our success at the end of the quarter. This makes it easier to prioritize things because:

  • we can see how long a ticket would take,
  • what its payoff could be,
  • and how close it gets us to our desired results.
A full pie chart with pie slices symbolizing feature tickets on the left. On the right, large pie chart slices that didn't fit into the chart, symbolizing tickets that were not good fits for the team's limited time.
Prioritization is how you translate your strategy into practice

To mention a recent example, one of our product teams wanted to improve the traffic on our domain. At first, it sounded like a marketing goal. As we started discussing it, we realized there’s so much the whole team could contribute, so we went for it. At the end of the quarter, we increased traffic by 40%.

The quarterly deadline was pressuring, sure — but it also helped us to prioritize things that directly contributed to the goal. Our designer prioritized tickets that were heavily supporting marketing on purpose. Among other things, he created social media post templates for our marketer.

To this day, I’m sure we couldn’t have achieved this without a clear deadline ahead. Thanks to that, we saw the tickets differently. Vanity ideas got sorted out and tasks got done in an efficient way. For instance, the social media post templates were so easy to use that our marketer learned to use them alone, without the help of the designer.

In short, a clear timeframe helps you implement your strategy with peak efficiency.

4. Ship the best solution

Moving up one step on the ladder. Once you have your tickets sorted, there are still a few ways optimizing design for strategy can help you.

We were listening to the hundredth user telling us to integrate Google Analytics. We finally gave in and added the integration to the roadmap. One thing, however, got stuck in our heads: why is Google Analytics so important for them?

Upon further research, we figured out that most of our users did not know any alternatives for Google Analytics. It was the only free platform that provided the metrics they were interested in, but, at the same time, they hated it. It was hard to use and too complicated to find the things they were looking for.

Three rectangles placed in one another. The outer one reads
Don’t be afraid to go a layer deeper

We decided to go down the harder route: we built a custom analytics tool within our product. Our designer made sure it was simple and easy-to-understand. Metrics were accessible to everyone, not just tech-savvy users. Our test subjects loved it.

So, how can you ensure that you’re shipping the best solution then? You need to map the user’s needs carefully. A lot of “why” questions during research sessions help to dig deep into the actual pain. Don’t be afraid to go another level deeper, there’s no such thing as “too careful” when it comes to research.

5. Always look back and evaluate

And then, there’s a fifth and equally important rule that ties everything together.

I noticed the smaller a team is, the more it’s prone to jump to the next task ahead. This phenomenon came up throughout many client projects I worked on. I also recognized it in our small product teams. Expectations get exponentially higher the smaller a team is. It’s natural in these setups that everyone is burning on high flames to achieve the desired results.

This is not only dangerous because people can burn out but also because it’s detrimental to product strategy. Shipping features frequently can lead to skipping the retrospective evaluation process. But it’s an easy way to keep your strategy fluid.

A stylized Swiss army knife with multiple blades. The title says
Retro talks are the Swiss knives of product strategy

We shipped a dedicated blogging feature on Copyfolio. We agreed to keep it simple at first to see if there’s any interest from the users’ side — but usage numbers stayed low. Thanks to a retro session we looked back and decided to do some further research. Turns out, our users felt like the feature was so simple that it wasn’t even worth trying.

This insight would have never surfaced without a good retro session. And later it affected our whole product strategy. We realized a well-developed blogging feature set could not only help our current users. It could also increase our reach across the market and bring in users who would blog elsewhere.

Retrospective evaluation is key not only to track your progress but to keep your strategy dynamic. It also has a unique relationship with all the other tips I mentioned above:

  1. Doing retros ensures that you collect the right insight. If something isn’t right, you can go back and make sure you’re listening to the feedback you need to listen to.
  2. If you’re open to changing your approach, retrospective talks provide the earliest opportunity to do so.
  3. With strict deadlines comes the urge to skip retros and use the time for something else. Stick to your boots and allocate time for retros.
  4. Retros also help your team ship the best solution possible with iterative releases. Release something, see how it performs, discuss it and improve the feature until it’s the best possible version.

Summary and final thoughts on integration

This is just the tip of the iceberg. I’m sure there are many other ways to ensure your design & research processes in small teams are optimized for strategy. Nonetheless, the most important takeaways are now on your belt:

  1. Collect the right insights by aligning your research methodology with your goals.
  2. Be objective and ready to change your mind.
  3. Set up timeframes and deadlines to prioritize for maximum impact.
  4. Ship the best solution by always going a layer deeper into the users’ problem.
  5. Always look back and evaluate.
5 stylized, flat circles symbolizing planets. The title says
5 ways how good design processes make your strategy great

If you think you learned something useful today, I’m glad I could help with this article. But don’t forget that changing habits and processes is a delicate task. If you want to integrate some of these tips into your personal workflow, be persistent: habit stacking can be a great tool, for example. If you would like to update your team’s processes, on the other hand, the most important thing is to initiate discussion with team members to find the optimal solution for everyone.

Want to learn more?

If you want to learn more about building a successful brand strategy make sure you check out our article on Defining Brand Strategy and How to Develop One. We share valuable insights, tips, and best practices to help you grow your skills and knowledge on the topic.

Special thanks to my team mates for their contributions to this article: Laura Sima, Katica Babarczi, Dávid Pásztor & Barbara Bicskei.