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Slide Notes

DownloadGo Live

Plan Packaging Sketch Session

Published on Nov 18, 2015

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PRESENTATION OUTLINE

PLAN PACKAGING

SKETCH SESSION | STUFF TO KNOW
Photo by Daniel Y. Go

FLOW DESIGN

WE'VE GOT RESEARCH AND SOME STRUCTURE
Photo by Spamboy

CORE GOALS

  • Position ancillary items as "must have items" for a users financial security
  • Help our clients offer products that meet the needs of their users' segments
  • Give everyone confidence in their choices (brokers and end users)

TASKS TODAY

  • Explore flows
  • Challenge existing models
  • Rough screens
  • List areas to design
Photo by alandd

GUIDELINES

  • Instill confidence
  • Reduce complexity
  • Show value of bundles
  • Allow customization
  • Preserve freedom
Photo by lars hammar

ACTIVITIES

  • Review UX brief
  • Review guidelines
  • Sketch session
  • Make prototypes
  • Guerrilla testing
Photo by koalazymonkey