Chapter 7. Developing the Team: Professional Growth and Managing People

In Chapter 3, we stated that one of the qualities of successful design organizations is that they “treat team members as people, not resources.” This quality is most evident in how people are managed, and how their professional growth is supported. Companies may question why they should do so much for their staff—isn’t a good job with a steady paycheck enough? Considering the difficulty of finding, hiring, and retaining talent in this heated design job market, investing time in thoughtful management and professional development pays dividends in three ways every business will appreciate:

Reputation

Quality improves as team members are more deeply engaged, bolstering the company’s reputation as a place to do good design work.

Retention

Churn is reduced, lowering recruiting costs and the overhead of onboarding.

Recruiting

Team members become advocates for joining the team, saving additional recruiting expenses.

Levels Framework for Designers

Any design organization has a responsibility to grow their people. Given that design is a craft of practice, the primary means for such growth are widening and deepening design skills. In addition, as the designer becomes more senior, growth must also take into account soft skills and leadership skills, those that help them not just work with others but get the most out of them.

Levels and Career Paths

Many companies use a framework of levels to chart the seniority of employees. Typically, human resources (HR) teams use levels to calibrate employees across different functions, to make things easier in matters such as compensation. The risk of working with levels is adopting a bureaucratic stance, seeing team members not as people, but as resources within a certain band of experience. Do not let levels define the team. Instead, use levels from the perspective of the team members, who are eager to understand how they can grow and evolve in their careers. Done right, levels are the scaffolding that helps team members elevate.

Levels and career paths should be made explicit during the recruiting and hiring process. A consideration for many candidates is how they will be able to grow as professionals. A clear, designer-driven leveling structure with charted paths gives the candidate confidence that the company will be supportive in their development.

We propose five basic levels of growth for members of a design organization, whether those members remain individual contributors or become managers. These levels should not be taken as universal—they will need interpretation and modification to fit within a company’s existing scheme.

Our leveling framework has a series of criteria to assess a team member’s progress:

The levels framework holds regardless of whether the team member has direct reports. We are avoiding the unfortunate practice of many companies to bind the idea of “career growth” with “becoming management,” where the only way for someone to advance in their career is by managing other people. Engineering organizations have long known that leadership and management are not the same, and someone can drive the efforts of a team, even a bunch of teams, without being responsible for their team’s day-to-day management. Design organizations should follow suit. Going through our five levels, a team member may be an individual or contributor. After presenting those levels, we dig into the Manager Path, and the qualities of a successful design manager.

A vast range of skills—more than any one person could be expected to master—are necessary to deliver great product and service design. Each skill is grounded in a deep discipline with its own processes and tools:

Given this variety, how a team member grows their skills is variable, depending on the designer’s desires, mindset, and inclination. What matters is that, in order to progress, designers must deepen existing skills and add new ones.

Theme

Develop their craft and professionalism

Title

Junior Product Designer

Junior Communications Designer

Junior Content Strategist

Junior UX Researcher

Achievements

Right out of school, roughly 0–2 years’ experience; quality portfolio

Scope

Solve specific function-level problems (e.g., add item to shopping cart)

Process

Work within process established by team lead

People

Part of a team that they’ve been assigned to

Cross-functional meetings

Attending the meeting

Core skills

Strong in one, capable in two others

Soft skills

Professionalism

Leadership skills

Not applicable

We begin with people right out of school, or who have made a career switch into design. This is an entry-level role, and no professional experience is expected. That said, even at this early stage, people must have some portfolio of work, either from school, or personal projects taken on in order to demonstrate their capability and promise.

At this level, the point is to simply become a design professional, focusing on deepening and widening their skillset.

Theme

Deepen their craft, talk about their work

Title

Designer

Content Strategist

UX Researcher

Achievements

Roughly 2–5 years’ experience; contributed to a couple of shipped projects

Scope

Given specific product capabilities that need to be solved (e.g., shopping cart)

Process

Work within a process established by team lead

People

Part of a team they’ve been assigned to

Cross-functional meetings

Contributing to the meeting

Core skills

Strong in two, capable in two others

Soft skills

Communication and presentation

Leadership skills

Not applicable

This designer’s portfolio now shows their contributions to a couple of shipped projects, featuring less school work.

As with the prior level, they are still primarily focused on deepening and widening their core skills. As they are now being given some influence and even authority, it becomes essential that they learn how to talk about their work, particularly explaining their design decisions, in a convincing manner.

Theme

Transition from doer to leader, understanding the business context of their work

Title

Senior Designer

Senior Content Strategist

Senior UX Researcher

Design Manager

Achievements

Roughly 5–10 years’ experience; contributed to multiple shipped products

Scope

Lead the solution of a product area (e.g., “the conversion funnel”)

Process

Develop the process/approach for tackling a problem

People

Leading a team that’s been given to you; collaborating with cross-functional peers

Cross-functional meetings

Driving the meeting

Core skills

Expert in one, strong in two, capable in two others

Soft skills

Facilitation, listening

Leadership skills

Strategy, empathy, and compassion

To achieve Level 3, team members have a portfolio featuring multiple shipped products; it should no longer contain schoolwork. Arriving at this level, they have demonstrated their understanding of the broader context in which their designs live, the intersection of business, technical, and customer factors that allow their work to be successful. They might not know how to navigate these interests, but they recognize their importance.

This level requires the first big professional shift for the team member. To succeed means knowing when to set aside design and focus on the interpersonal aspects of work. No longer is it simply about practicing their craft. They acquire new leadership skills and develop a serious shift in mindset. They must appreciate how all the core design skills, not just those they directly practice, work together to produce a great experience. Understanding the business context in which they’re operating becomes important in driving better design decisions. This shift may prove challenging for designers whose success up to this point has been all about how they practiced their craft.

Managers need to play an active role in helping team members navigate this shift. Engage in hands-on coaching, spending more one-on-one time in order to provide guidance through specific challenges. Suggest leadership and communication skills training that will give team members tools to better facilitate, present, and persuade.

It takes about five years for someone to get to Level 3. It then takes around five years to get through it. Team members must grow in their design practice, their people skills, and their leadership ability before moving on.

People at Level 3 continue to deepen their skills, though perhaps not at the rapid pace of the prior two levels. Shown in Table 7-1, as they move through this level, they should develop expertise in at least one skill, strength in two others, and competency in two more.

Soft skills

As the team member tackles bigger, hairier challenges, their scope becomes too complex for any one person to solve completely on their own. Grappling with this complexity requires designers getting ideas out of others, and so designers must develop the soft skill of facilitation.

To develop empathy and to facilitate successfully requires the team member to not just hear what others have to say, but to develop their skill of listening. Learn to devote undivided attention and appreciate interpersonal nuances. Be open to opinions and perspectives that challenge existing beliefs, and be willing to evolve their stance based on new information.

Theme

Establish the business context, develop strategy

Title

Lead Designer

Lead Content Strategist

Lead UX Researcher

Achievements

Roughly 10–15 years’ experience; delivered successful work at the scope of “product areas”

Scope

Leading the solution of undefined problem spaces (e.g., “How do people complete a transaction?”)

Process

Develop the process/approach for tackling a problem

People

Creating the team you need; defining the problem with cross-functional leads

Cross-functional meetings

Driving the meeting

Core skills

Expert in one, strong in two, capable in two others

Soft skills

Confidence and swagger

Leadership skills

Planning, mentorship

This team member has led design through development and launch of several successful products and services. They have a proven track record of strategic thinking that shows they arrive at intelligent design decisions.

Level 4 requires confidence in coordinating with peers in business and technology to not just understand and implement against someone else’s strategy, but to craft that strategy. These leaders oversee a set of concurrent workstreams, requiring not only broad creative leadership, but a comfort in establishing process and conducting planning.

Theme

Articulate a compelling vision; help run the company

Title

Principal Designer

Design Director

Creative Director

VP of Design

Achievements

Roughly 15–20 years’ experience; has led teams in framing and solving hard problems, and has driven innovative efforts that uncovered new value with new kinds of experiences

Scope

Entire user experiences (e.g., “What is the end-to-end shopper experience?”)

Process

Establish a philosophy/mindset for how the team approaches its work (e.g., the Double Diamond)

People

Establishing the organizational structure, defining roles, opening headcount

Cross-functional meetings

Stakeholder for whom the meeting exists

Core skills

Expert in one, strong in two, capable in two others

Soft skills

No new ones, but continued refinement of existing ones

Leadership skills

Vision

And here we have our fully realized design leader. They lead multiple teams, and have become a peer to the company’s executives, working with them to set direction. There is little time for hands-on design work beyond whiteboard sketches, and instead their efforts focus on activities with leverage—establishing processes, recruiting and hiring and composing teams, articulating visions that rally not just the design organization, but the company as a whole. Ultimately, team members at this level are accountable for the subject matter addressed throughout this book.

While the job titles have simplified and seem to focus on design—Principal Designer, Design Director, Creative Director, VP of Design—it’s important to note that team members from any background, whether it’s content strategy, prototyping, UX research, design program management, or design, can achieve this level.

Intentionally, the prior discussion of levels is meant to be agnostic of whether the team member has people directly reporting to them or not. We took care not to address matters of people management, only creative leadership.

That said, as a design organization grows, it needs managers. These are folks who are eager to take part in the professional development of their team members. They exhibit empathy and compassion, and are able to navigate the messiness of people, and the variety of emotions that come into play.

The Manager Path appears at Level 3. At this level, someone interested in people management may take on a direct report, most likely someone at Level 1 who is new to the team. As managers grow, they take on more people. By Level 5, they become a Design Director or VP of Design, and may have other managers they are now managing.

Managers continue to keep their hand in creative work, appropriate to their level on the team, though they cannot be expected to devote as much time to it, given their management responsibilities.

Their skills and professional development evolve pretty much the same as those of individual contributors, with one key difference—they dig much deeper into the soft skill of empathy and compassion. Managers are the engine that drives everything discussed in this chapter, and as such they will benefit from receiving training and coaching specific to people management.

Managing designers is different than managing design. Design is a process that is best managed within team contexts, driven by creative leadership. What we’re addressing here is managing designers, the people, where the focus should be on helping them as professionals.

As an employee class, designers were millennials before there were millennials, and much of what is being written in the business press about new management practices has long applied to them. The following rules of thumb might not feel revolutionary, but are necessary to keep in mind when working with designers.

Team members often find themselves blocked, unable to make progress, but unclear as to exactly why they can’t move forward. Sometimes it’s a hangup in the creative process, where the proposed design solutions just aren’t feeling right, and the team is spinning its wheels. Leaders identify when the team is slowed, and figure out ways to regain traction. A story: Not long after iPad launched, Peter led a team creating a cross-device ecommerce experience. The solutions for web and mobile were great, but the work for tablet was uninspired. Peter basically called “time out” and encouraged the team to stop designing, and to instead go back a few steps and think hard about what it means to deliver an experience on this new device. After a 45-minute ideation session based on this new thinking, the team became unstuck and began again to produce great work.

Often, the solution isn’t a matter of creative thinking, but interpersonal relationships. Team members may become frustrated working with others, particularly across functions, who don’t understand their contribution, or a team lead might have trouble getting executives to appreciate a proposed solution. A common tactic designers take at these times is to try to design their way out of the problem, doubling down on the work. This proves ineffective, because the problem isn’t the design, but how people communicate. The manager needs to help the team members engage in better conversations, reminding them to be sympathetic to others’ perspectives, and coaching them on how to frame a more productive discussion.

Whatever the issue, it’s important that the team member be encouraged to resolve the situation themselves; managers should only directly handle obstacles in matters requiring escalation.

There are many ways for people to grow, and a good design manager is sensitive to the particulars of each individual on their team. To better understand those particulars, we use a tool called the Personal Professional Mission. Ask each team member just what it is that motivates them. Why, in a universe of opportunities, did they make the choices that landed them in the role they have? It’s a big idea that most people have never been asked about, and haven’t considered deeply. It may require some time, and repeated conversations, to develop an answer. The Personal Professional Mission is key to understanding how the person will want to grow, and form the foundation of the relationship between a manager and an employee. This foundation will shape what is expected of that team member, and drive the charting of that employee’s career path.

As an example of a Personal Professional Mission, Peter’s is to make the world safe for great user experiences. This has pretty much been his animating principle since he first started blogging in 1998, and was perhaps most fully realized in the creation and development of Adaptive Path, a design consulting firm dedicated to advance the field of user experience. It also spurred his departure from Adaptive Path, because Peter felt that he could best tackle this mission from inside the enterprise. User experience no longer needed a laboratory for development, but instead required operationalizing in-house in order to deliver on the promise. It’s also led to his writing this book that you are reading—enlightened organizational design provides remarkable leverage for supporting the delivery of better user experiences.

Because design organizations are relatively small, team members may feel stymied in their growth within a company—there are only so many senior positions to go around. This requires cleverness in identifying other ways to support professional growth. One area many designers wish to pursue involves active participation in the broader design community, sharing ideas and case studies, and potentially being seen as a leader in the industry.

It used to be that only design agencies felt it worthwhile to support their team members’ desires to speak and write about design, serving as a marketing vehicle that could drum up new business (as it worked for us at Adaptive Path). Designers working in-house typically found that the company discouraged such participation. There was no direct benefit, and it was seen as a distraction from doing the work. Also, companies feared that sensitive intellectual property may be shared. Now, however, given the Global War for Talent, public speaking and writing are seen as means to help recruiting, signaling to other designers that interesting work is taking place.

To support team members means more than just offering consent. To grow as an industry leader requires real commitment from the company. It means time taken away from hands-on design duties. It may require offering training for speaking and writing. If nothing else, a more senior member of the design organization will need to mentor the junior members on how to communicate effectively for public presentation. The team member will need help finding suitable speaking and writing opportunities, and will also probably need organizational cover to make sure their presentation or essay is approved by corporate communications. (We advocate a don’t-ask-for-permission-but-beg-for-forgiveness approach, as corporate communications often loves the word “no”.)

What are the means by which team members can develop? The most obvious are those that exist within the organization—guidance and mentorship. Given the nature of design craft, a team that encourages a guild-like atmosphere, with masters and apprentices, will go a long way to supporting development. Much of this mentorship will take place on the job and in the work, but time should also be set aside for more formal internal training in contexts such as lunch-and-learns and team offsites.

While great, this type of mentorship traffics in ideas the team is already familiar with. Budget should be set aside to promote exposure to new ideas. Bring in external speakers and teachers that can introduce new ways of working. Offer an education credit to each staff member, around US$2,000–3,000 per year, for conferences, books, evening classes, online courses. Try to not place too many restrictions on how the money is spent—make clear it’s for growth, and demonstrate trust in the team members by letting them figure out how they can best use the funds.

The very nature of the organization itself supports a form of growth. For junior members of the team (Levels 1 and 2), find a cadence for circulating them from team to team within the design organization. This way they get exposed to a wider range of problems, ways of working, and types of leadership. They also are less susceptible to burning out. Don’t overdo it—the value of the Centralized Partnership is the committed relationship that allows designers to really dig into a problem and understand it deeply. Rotating staff too frequently will bring an unwelcome disruption to flow and team character.

More senior designers necessarily settle into working with a particular part of the business, and should be discouraged from circulation. Their relationship with cross-functional leaders such as product managers and engineers is crucial for maintaining the perceived value of design. That said, shifts can happen on the order of years if a design lead feels like they’ve given a particular area all they have to offer.

An opportunity for growth that design leadership might have trouble accepting is for people to leave the design organization for other functions in the company, such as product management or marketing. While a Head of Design may hate losing a valued team member, it’s never worth restraining someone. In fact, such cross-functional movement can prove a boon to the design organization, providing advocates and accomplices throughout the company.

Professional development is often described as “climbing the corporate ladder.” It implies the employee has a careerist bent, and a narrow, steady focus to reach the next rung. Often, such a linear orientation is not of interest to designers. Many don’t seek to climb so much as to grow. Their motivations are more internal, pursuing mastery, seeking autonomy, following threads of personal interest, and tackling challenges that align with passions. This bushy, meandering growth is more like climbing the corporate trellis.

The leaders of the organization serve as gardeners, nurturing this growth, encouraging this progress, recognizing that the acquisition of skills means team members move laterally before they continue heading up.

These leaders need to hold firm on their criteria for levels. Team members may chafe at their placement and seek accelerated growth. Remind them that these levels are not restraints to hold them down, but simply benchmarks of their progress. If someone is sped through, they will not develop sufficient depth of craft or skill, and will be given responsibilities where they cannot meet expectations. It is crucial to set team members up for success as they grow.

It is not all on the team’s leadership. Designers are responsible for charting that path, and accepting the reality of what will allow them to succeed. If they want positions of organizational power and authority, they will need to use non-design skills, letting go of their craft in favor of more leveraged activities. This might mean sitting in more meetings, reading and sending more email, staring at more spreadsheets, and preparing more presentations, but it’s through these activities that they will have greater impact. For people who went to design school and have their identity wrapped up in their practice, this shift may prove challenging, leading to a crisis of confidence. Their managers must help them through this transformation, making explicit the connections between non-design leadership activities and their goals.