BUILDING THE FOUNDATIONS OF A WORLD CLASS DESIGN TEAM

My approach to building foundations and alignment from when I first joined BofA

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I joined Bank of America as SVP of Design to inspire a team to push boundaries and deliver the promise of one bank, one platform.

I was part of a new leadership team on a mission to change the way digital products were planned and delivered, infusing a growth mindset within the regulatory and risk adverse culture of the bank. Before we could think and make differently, a foundational investment in shared vision and practice definition was required.

Project role:

  • Lead in collaboration with two SVP partners

  • Co-architect of practice and methodology

  • Workshop and training lead and co-facilitator

  • X-product partnership builder

Timing:

  • One month planning and building

  • Three months training and modeling

 

Design at BofA was at an early stage of transformation, in need of a strategic vision and alignment among the design team and partners to move forward.

 
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Human centered design was at the core of every BofA design team members intent but lack of shared methodology, tools and shared practice made it cumbersome and prohibitive.

 

“We simply don’t have time to get into deeper research or variation… we know we need to”

“I’m measured on delivery, not deliberation”

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The Lens Framework

Two shifts were required:


Recognition from the top reinforcing the adoption of a human centered mindset

A resource toolkit supporting a new culture of learning

Slides from a presentation out to the broader design team from my collaborator and partner - Thank you Jarrod Joplin!

Three weeks into my new role, I co-drafted the vision of the “Lens Framework,” with my leadership partners. We conducted working sessions with team members to understand their process and analyzed the successful models of frog, Ideo and IBM to blend known strengths with something unique to our challenges.

I co-presented the framework at an annual Summit with success measured in the number of participants who came forward to volunteer in taking the work further and also who happily put the new Lens sticker on their macs.

After the Summit, I lead a volunteer team in the crafting of a learning workshop where teams would learn how to take a product challenge through the phases of Understand, Define, Make and Refine.

Participants worked off of a carefully time-based set of exercises engaging with new tools and templates including:

  • Refining the brief

  • Understanding the stakeholder matrix

  • Hypothesis formation

  • Insight creation

  • Stakeholder buy-in

  • User input and secondary research

Today, every product team aligns their program plan, reviews and hand-off using the language, tools and phases of the Lens. Design leadership instilled the expectation of Human Centered work. The team collectively built, adopted and strengthened the tools and methods to deliver.

RESULTS

  • 100% team adoption on the Lens practice and use of the growing online resource tool-kit

  • Reduction in design team attrition and increase in E-Sat attributed to shared sense of purpose and leadership support

  • Adoption of phase and process language across UX, Product, Eng and executive leadership

GRATITUDE
My role, scope and team size rapidly expanded shortly after completing the Lens project. Without this foundation and establishment of trust, I would not have been able to deliver the level of leadership required.

- Thank you Rachel Kobetz for believing an making room for this investment