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How we work (org handbook)
  • Home
  • Onboarding
  • Code of Conduct
  • Project Management
    • Project Initiation
      • Documentation and Checklists
      • Aligning with OpenUp's Mission and Vision
      • Getting Partners and Stakeholders on Board
      • Defining Project Parameters and Limitations (scope)
      • Product Management during the Project Initiation Phase
      • DRAFT COPY
    • Project Implementation
      • Project Planning
      • Agile, Scrum, and the Lean Startup Method
      • Stakeholder Management
      • Meetings
      • Communication
      • Team Management
      • Roles and responsibilities
    • Project Close-out
      • The Close-Out Report
      • Retrospective
      • Donor thanks
      • One page write-up
      • Blog article
      • Maintenance plan (if necessary)
    • Project overviews
      • Citizen Engagement App
      • Our Project List
      • Local Gov Programme
        • Business Portal
      • Tech Infrastructure
    • Project boards
  • How we work
    • Preferred tools
      • Tool sponsorships
    • Budgets & Finance
      • Taxes
        • VAT
        • PAYE and UIF
        • Workmen's compensation
        • Annual PAYE reconciliation
      • The Types of Budgets Used By OpenUp
      • When to Start Planning a Budget
      • Planning a Budget
      • How to Create a Budget
      • How to Spend a Budget
      • How to Adjust a Budget
      • Expense claims
      • Invoicing OpenUp
      • Capturing and approving invoices for payment
      • Allocating AWS costs to a project
      • Allocating Upwork transactions to projects
      • Software, Services and Hosting
      • Downloading Webflow invoices
    • Tool Development
      • Coding Roles
      • Tools For Coding
      • DESIGN
      • The Design Process: Step-By-Step
      • Tools Used In The Design Process
      • Quality Metrics: Design
      • Webflow export rules
      • CONTENT, WRITING, AND MEDIA
      • Creating Substance: The Role of Content in Tool Development
      • Creating Content: Step-By-Step
      • What Goes In Social Media
      • TRAINING & EVENTS
      • Event Planning
      • When, Where, and How to Hold a Training Session
      • Tools Used By Training and Events
      • User testing
      • Making government accessible
    • Outsourcing & Contracting
      • Why do we contract external workers?
      • Platforms We Use To Find Contractors
      • Contracting people for work
      • UpWork Contracting
    • Monitoring & Evaluation
    • Communications & Branding
      • Resizing images
      • Creating an email newsletter
      • Posting a blog
      • Sharing a blog post
      • Marketing Q &A
      • Official communications
      • Tracking app and campaign web traffic sources
    • Human Resources
      • Recruitment
      • Recruitment template: Project lead developer
      • DRAFT Recruitment template: Product owner
      • One-on-ones (1:1s)
    • Organisational Decision Records
      • ODR1: Organisational Decision Records
      • ODR2: Building dynamic web frontends using Webflow
    • Personal Information
    • Password management
  • Tech
    • Development guidelines
    • Preferred tech stack
    • Webflow project guide
      • How to build pages in Webflow so that content can be added using Javascript
    • Setting up a new server
    • Hosting on dokku
    • CDN in front of S3
    • Setting up a new Domain
    • CKAN
  • Product management
    • Our product design process
  • Codebridge
    • Codebridge - the space
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On this page
  • Step One: Get a basic understanding of what the problem is.
  • Step Two: Background and Briefs
  • Step Three: For external projects, develop a Y-frame and/or mock-up. This will give the client an idea of what they want, and convey what we plan to develop.
  • Step Four: Document the design and structure process
  • Step Five: Obtain user feedback.
  • The Design Process: Small Projects VS Large Projects

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  1. How we work
  2. Tool Development

The Design Process: Step-By-Step

Step One: Get a basic understanding of what the problem is.

  • What are the clients looking to achieve with the solution that they’ve thought of?

  • If they approach Design with an idea or a concept, where, how, and why does the concept fit into the overall plan?

  • Example: The client wants a website.

    • Why do they want a website?

    • What are the goals and outcomes that you need to achieve; the goals and outcomes you’re looking to achieve with it?

    • Does it inform what we put front-and-centre, and how we structure our call-to-action?

Step Two: Background and Briefs

  1. Background

  2. Brief

  • What needs to be done?

  • What are the deadlines?

  • What is the content around this?

The content tends to hold our process back, so it should be on the table as soon as possible.

Step Three: For external projects, develop a Y-frame and/or mock-up. This will give the client an idea of what they want, and convey what we plan to develop.

  • Simplify this as much as possible. Show them:

    • The structure of the project and tool

    • How we intend to deliver

  • Develop outlines that will merge with other data.

Sometimes this step is circumvented entirely; particularly for design-heavy projects, which are typically built up from our initial mock-ups.

Step Four: Document the design and structure process

Step Five: Obtain user feedback.

If it's not a long term project, take what's been learned going forward. Long term projects require streams of user feedback to self-improve.

The Design Process: Small Projects VS Large Projects

Though the timeline for larger projects is naturally longer, the overall process for both small and large projects generally follow the same structure.

PreviousDESIGNNextTools Used In The Design Process

Last updated 4 years ago

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