视频会议系统 设计与实现_在家工作如何通过视频会议促进设计审查

语境 (Context)

As more and more and designers are joining distributed teams and working remotely, the need for us to become effective remote facilitators is increasingly important.

随着越来越多的设计人员加入分布式团队并远程工作，对我们成为有效的远程协助者的需求变得越来越重要。

Additionally, as the COVID-19 epidemic spreads across the globe and companies large and small implement business contingency plans, more designers than ever now find themselves working remotely.

此外，随着COVID-19流行病遍及全球，大小型公司都实施了业务应急计划，现在比以往更多的设计师发现自己可以远程工作。

The 12 tips outlined in this article will help you to structure and facilitate a remote design review that will create an engaging experience for a diverse group of cross-functional stakeholders, while ensuring that you collect the feedback you need to move your project forward efficiently.

本文概述的12个技巧将帮助您构建和促进远程设计审查，这将为不同的跨职能利益相关者群体提供引人入胜的体验，同时确保您收集有效推进项目所需的反馈。

设计评论-简介 (Design reviews — an introduction)

Let’s face it — facilitating a targeted, goal-driven design review is a lot of work. Even when we are just interacting with a group of our peers (savvy, like-minded designers), it can can be a challenge to get the room focused on where we need them to be and collect the feedback needed to evolve an idea or concept.

让我们面对现实吧-促进有针对性的，目标驱动的设计评审是一项艰巨的工作。 即使我们只是与一群同龄人(精明的，志趣相投的设计师)互动，将房间集中在我们需要他们的位置并收集发展思想或概念所需的反馈上也可能是一个挑战。 。

Layer on a diverse group of cross-functional stakeholders and the challenge increases exponentially— their competing priorities and a lack of familiarity with the goals and format of design review add to the complexity.

跨职能部门利益相关者群体的多样性和挑战呈指数增长，因为他们相互竞争的优先事项以及对设计评审目标和格式的不熟悉增加了复杂性。

设计师在进行设计评审时面临的一些挑战包括： (A few of the challenges that a designer faces when facilitating a design review include:)

• How might we efficiently explain complex design decision-making?
  我们如何有效地解释复杂的设计决策？
• How might we convey our viewpoint effectively?
  我们如何有效地表达我们的观点？
• How might we facilitate a conversation where multiple design directions can be weighted against one another?
  我们可以如何促进可以将多个设计方向相互权衡的对话？
• How might we keep attendees engaged while ensuring that they focus on the areas where we need them to?
  在确保与会者专注于我们需要他们关注的领域的同时，我们如何保持与会者的参与度？

Accomplishing these goals can be challenging in-person, when everyone is in the same room. Facilitating the same discussion remotely, over a video conference, can prove to be even more of a challenge.

当每个人都在同一个房间里时，完成这些目标可能会给面对面的挑战。 在视频会议上远程促进相同的讨论可能会面临更大的挑战。

有效的设计审查 (Effective design reviews)

In my past life as a design consultant, presenting detailed design directions and concepts, remotely, to clients, stakeholders and executives was a regular occurrence. Often times, these stakeholders had limited time, minimal patience, and little-to-no interest in the intricacies of interaction design or user experience.

在我作为设计顾问的前世中，经常向客户，利益相关者和执行人员远程介绍详细的设计方向和概念。 通常，这些利益相关者在交互设计或用户体验的复杂性上花费的时间有限，很少有耐心并且几乎没有兴趣。

My experience presenting to these types of diverse stakeholders provided me with an understanding of how to effectively facilitate design reviews and walkthroughs that are engaging to a diverse audience, while also being effective in gathering the feedback needed to move a project forward.

我向这些类型的不同利益相关者介绍的经验使我了解了如何有效地促进吸引不同受众的设计审查和演练，同时也有效地收集了推动项目前进的反馈。

Through this, I have developed a strong viewpoint on how effective design reviews should be run. Just ask my team, I talk about it several times a week.

通过这种方式，我对应该如何进行有效的设计评审提出了强烈的看法。 只是问问我的团队，我每周谈论几次。

The framework and techniques I utilize for running design reviews are documented on Medium in my UX Design 101 curriculum. After reading this article, if you are interested in learning more, check it out. 👇👇🏼👇🏾

在UX Design 101课程中，“中型”中记录了我用于进行设计评审的框架和技术。 阅读本文后，如果您有兴趣了解更多信息，请查看。 👇👇🏼👇🏾

12个技巧—运行远程设计审查 (12 Tips — Running a remote design review)

Luckily, many of the same principles that we apply to make an in-person review run effectively, can also be used to facilitate an efficient and productive remote design review.

幸运的是，我们用于使亲自审查有效运行的许多相同原则也可以用于促进高效和富有成效的远程设计审查。

Implementing these techniques will help you run a smooth remote design review that is engaging and comprehendible to a group of cross-functional stakeholders, while being effective in enabling you to gather the feedback you need to move a project forward.

实施这些技术将帮助你mooth远程设计审查，为e ngaging和c omprehendible一组跨职能利益相关者的运行，而被有效地使你收集你需要移动到下一个项目中的反馈。

Let’s go through them now. 👇👇🏼👇🏾

让我们现在通过它们。 👇👇🏼👇🏾

01. /选择您的工具，了解它们的工作方式 (01. / Choose your tool(s), learn how they work)

There are many video conferencing tools available to choose from, some more intuitive and easy-to-use than others. Depending on your organization, you may be limited in the tools you can choose from.

有许多视频会议工具可供选择，其中一些比其他工具更直观和易于使用。 根据您的组织，您可能会受限于可以选择的工具。

I prefer to use a simple tool like Slack video conferencing for small, and/or internal groups and Zoom for larger, and/or external groups.

我更喜欢使用简单的工具，例如Slack视频会议用于小型和/或内部组，而Zoom用于大型和/或外部组。

Whichever tool you choose, make sure you understand it’s functionality and familiarize yourself with the user experience from the perspective of both the Presenter and the Participant. This understanding will allow you to troubleshoot issues that arise before and during your video conference.

无论选择哪种工具，都要确保您了解它的功能，并从Presenter和Participant的角度熟悉用户体验。 这种了解将使您对视频会议之前和期间出现的问题进行故障排除。

Pro Tip: Know where the Mute Button is and how it works! 😄 🔇

专家提示：了解静音按钮在哪里以及如何工作！ 🔇

02. /制定计划，制定战略并进行准备 (02. / Develop a plan, strategize & prepare)

To attain a successful outcome from a remote design review you need to establish Goals, gain an understanding of your Audience, and develop a Strategy for how you will run the meeting to achieve your goals.

要从远程设计审查中获得成功的结果，您需要建立目标 ，了解受众并制定策略 有关如何运行会议以实现目标的信息。

目标-定义您的需求+成功的模样 (Goals — Define what you need + what success looks like)

• Define what you need — At this stage of your project workflow or design process, what do you need to move the project forward?

  定义您的需求 -在项目工作流程或设计过程的此阶段，您需要什么来推动项目前进？

• Define what success looks like — If the meeting were a complete success, what would you walk away with?

  定义成功的模样 -如果会议取得了圆满成功，您将放弃什么？

受众群体-了解谁将会在场+他们的观点 (Audience — Understand who will be there + their perspective)

• Understand who will be there — Who will be attending the meeting, what is their role in the project, are they a promoter or a detractor?

  了解谁将在那里 —谁将参加会议，他们在项目中的作用是什么，他们是推动者还是反对者？

• Understand their perspective — What is their level of interest in the project, what are their personality quirks and traits, what is their relationship with you, your team, and your organization?

  了解他们的观点 -他们对项目的兴趣水平是什么，他们的个性怪癖和特质是什么，他们与您，您的团队和组织的关系是什么？

策略-制定计划+准备刺激 (Strategy — Create a plan + prepare stimuli)

• Create a plan (and write it down!) — How will you achieve the meeting goal you defined?

  创建计划(并写下来！) —您将如何实现您定义的会议目标？

• Prepare stimuli (prototypes, mock-ups, etc…) — What do you need to facilitate the meeting and achieve your goal?

  准备刺激(原型，模型等) —您需要什么来促进会议并实现目标？

03. /提早到达，进行设置，建立基本规则 (03. / Arrive early, get set-up, establish ground rules)

As a meeting facilitator, it is critical to establish credibility, goals, and a sense of importance around the topic-at-hand within the first few moments of a meeting. Additionally, you want attendees to feel that you have a healthy respect for their time and that you value their input.

作为会议的主持人，至关重要的是在会议的头几分钟之内围绕当前话题建立信誉，目标和重要性感。 此外，您希望与会者感觉到自己对他们的时间有健康的尊重，并珍惜他们的投入。

As a best practice, a meeting facilitator should be set-up and ready to go approximately five minutes before the start of the meeting. This time will provide a provide a buffer to troubleshoot any connectivity issues and allow you to greet attendees as they arrive — thus establish a rapport, credibility, and authority as a facilitator.

作为最佳做法，应设置会议主持人，并准备在会议开始前约五分钟进行会议。 这次将提供一个缓冲，可以解决所有连接问题，并让您在与会者到达时打招呼，从而建立融洽的关系，公信力和权威性。

至少提前5分钟到达： (Arrive at least 5 minutes early to:)

• Connect & check your tech — Get connected, start your tools, check your audio, and get your presentation stimuli situated.

  连接并检查您的技术 -建立连接，启动工具，检查音频并获取演示文稿刺激。

• Greet attendees as they arrive —Greet attendees, as others arrive provide them with a overview of who else is on the call, start the meeting early if quorum is attained.

  与会者到达时打招呼—与会者到达时打招呼，向他们概述其他正在通话的人，如果达到法定人数，则尽早开始会议。

• Establish credibility & authority as a facilitator — Be present, take the lead, focus attendees, and keep the meeting on-task and moving in a forward direction.

  建立促进者的信誉和权威 —出席会议，带头，聚焦与会者，并使会议按时进行并向前发展。

通话开始时，建立基本规则也很重要： (As the call begins, it is also important to establish ground rules:)

• Video or no video — Should attendees turn their cameras on? Should they keep them on throughout the meeting?

  视频还是不视频 -与会者应该打开摄像机的电源吗？ 他们是否应该在整个会议期间继续进行？

• Question etiquette — How should attendees raise questions during the meeting? Should they hold them to the end? Is there a technology solution for asking question built into the tool you are using?

  问题礼节 -与会者在会议期间应如何提出问题？ 他们应该坚持到底吗？ 所使用的工具中是否存在用于询问问题的技术解决方案？

• Muting audio— Should attendees keep their audio muted when they are not speaking to minimize background noise?

  静音 -与会者在不讲话时是否应保持静音，以最大程度地减少背景噪音？

04. / 准时开始，带头 (04. / Start on time, take the lead)

Be the leader your meeting needs! No one benefits from a meandering, unfocused meeting. It is estimated that the average employee attends 62 meetings per month and considers 50% of them to be a waste of time — that equates to 31 wasted hours per month!

成为会议需要的领导者！ 没有人会从蜿蜒而专心的会议中受益。 据估计，平均每个员工每月参加62次会议，并认为其中50％是浪费时间 ，相当于每月浪费31小时！

As a meeting facilitator, it is your responsibility to shepherd the meeting from start to finish. To do this, you need to be decisive and take the lead — don’t wait for someone else to do it.

作为会议的主持人，您有责任从头到尾主持会议。 为此，您需要果断并且带头-不要等待别人去做。

成为会议需要的领导者： (Be the leader your meeting needs:)

• Have clear goals & an agenda — Develop clear goals and a corresponding agenda well before the meeting begins.

  有明确的目标和议程 -在会议开始之前就制定明确的目标和相应的议程。

• Start on time — Take the lead, get the meeting started on-time!

  按时开始 -带头，按时开始会议！

• Guide the conversation — Keep the meeting focused and on-task by leading and guiding the conversation.

  引导对话 -通过领导和引导对话 ，使会议保持专注和专心。

• Be mindful of time — Stay vigilant and take steps to ensure that the desired meeting goals are achieved within the allotted timeframe.

  注意时间 -保持警惕并采取步骤，确保在分配的时间范围内实现预期的目标。

05. / 设定期望值(支持视觉队列) (05. / Set expectations (support with visual queues))

To help attendees understand why they are in a meeting and the value they add, it is critical to start the discussion by providing a quick introduction that sets clear expectations and goals for your meeting.

为了帮助与会者了解他们参加会议的原因及其增加的价值，至关重要的是，通过提供快速的介绍来开始讨论，该介绍为会议设定了明确的期望和目标。

• Set clear expectations — Our goals; what we need to accomplish today (and why), what we will be seeing and talking about today (and why), what we need from participants today (and why)

  设定明确的期望 —我们的目标； 我们今天需要完成的工作 (为什么) ，我们今天将要看到和谈论的 (为什么) ，今天我们需要参与者的什么 (为什么)

In this case, visual queues (a simple slide or bulleted list) displayed to attendees via a shared screen will help reinforce your words, helping others more easily comprehend what you are saying and not miss the details — see example. 👇👇🏼👇🏾

在这种情况下，通过共享屏幕向与会者显示的可视队列(简单的幻灯片或项目符号列表)将有助于加强您的语言表达，帮助其他人更轻松地理解您在说什么，而不会错过细节(请参见示例)。 👇👇🏼👇🏾

06. /提供上下文 (支持可视队列) (06. / Provide context (support with visual queues))

After setting expectations for the meeting, it is important to provide attendees with the context of the project being discussed. This will ensure that everyone is aligned in their understanding of the current state of the project and the decisions that were made to get to this point.

在确定会议期望之后，重要的是向与会者提供所讨论项目的背景。 这将确保每个人都对项目的当前状态和为达到这一点而做出的决定保持一致。

• Provide context — Where we are in the project, how we have gotten to this stage, what has happened since the last time we met?

  提供上下文 -我们在项目中的位置，到现在的状态，自上次见面以来发生了什么？

In this case, visual queues (a simple slide or bulleted list) displayed to attendees via a shared screen will help reinforce your words, helping others more easily comprehend what you are saying and not miss the details — see example. 👇👇🏼👇🏾

在这种情况下，通过共享屏幕向与会者显示的可视队列(简单的幻灯片或项目符号列表)将有助于加强您的语言表达，帮助其他人更轻松地理解您在说什么，而不会错过细节(请参见示例)。 👇👇🏼👇🏾

07. /加快信息传递，讲故事 (07. / Pace the delivery of information, tell a story)

When presenting a design solution (or solutions) to attendees, it is imperative that you deliver information in a way that is quickly and easily comprehendible. Jumping directly into a prototype may be overwhelming or confusing to some attendees, making it hard for them to understand your design decision-making.

向与会者介绍一个或多个设计解决方案时 ，必须以一种快速，容易理解的方式传递信息。 直接跳入原型可能会使某些与会人员不知所措或感到困惑，从而使他们难以理解您的设计决策。

To mitigate potential confusion, storytelling techniques can be used to structure the flow of your presentation, pace the delivery of information, and highlight aspects of your design (or designs) that serve user needs, facilitate project goals, and create business value.

为了减轻潜在的混乱，叙事技巧可以用来构建你的演示流程，吴佩慈的信息，你的设计(或设计)服务于用户需求，促进项目目标的交付，并突出显示方面，创造商业价值。

• Lead with context — What will a participant see (in a prototype or subsequent slides), what should they pay attention to, why is this being shown to them?

  引领环境 -参与者(在原型或后续幻灯片中)会看到什么，他们应注意什么，为什么向他们展示？

• Tell the user’s story— What is the end-users context, what incites them to take action, where does their journey begin, what are the actions (steps) that they take as they interact with the design?

  讲述用户的故事 -最终用户的上下文是什么，什么促使他们采取行动，旅程从哪里开始，与设计交互时采取的行动(步骤)是什么？

• Highlight user & business value as you tell a story — How does the design facilitate action toward a goal, what are the pros & cons (trade-offs) of a design direction/approach? What key moments in the experience (design) facilitate user actions or behaviors that drive success metrics (KPI’s)?

  在讲故事时突出用户和业务价值 -设计如何促进朝着目标的行动，设计方向/方法的利弊(取舍)是什么？ 体验(设计)中的哪些关键时刻有助于推动成功指标(KPI)的用户动作或行为？

In this case, visual queues displayed to attendees via a shared screen will help reinforce your words, helping others more easily comprehend what you are saying and not miss the details — see example. 👇👇🏼👇🏾

在这种情况下，通过共享屏幕向与会者显示的可视队列将有助于增强您的文字，帮助其他人更轻松地理解您在说什么，而不会错过细节(请参见示例)。 👇👇🏼👇🏾

08. / 预载原型和刺激 (08. / Pre-load prototypes & stimuli)

To avoid loading issues or awkward transitions as you tell your story, pre-load prototypes and stimuli before the meeting begins.

为了避免在讲故事时出现问题或进行尴尬的转换，请在会议开始之前预先加载原型和刺激。

This can include having relevant Figma files loaded in the desktop application, having web-based prototypes open in browser tabs, or having PDF’s loaded in a similar fashion in Acrobat.

这可以包括在桌面应用程序中加载相关的Figma文件，在浏览器选项卡中打开基于Web的原型，或者在Acrobat中以类似的方式加载PDF。

09. / 提供要点作为介绍 (09. / Provide key points as an introduction)

When showing one or more design directions during a remote design review, it is beneficial to provide introductory context that gives attendees an idea of what they will see, and what they should focus on, in the prototype you are about to show them.

在进行远程设计评审时显示一个或多个设计方向时，提供介绍性上下文是有益的，该上下文可以使与会者了解将要展示的原型中他们将看到的内容以及他们应关注的重点。

Jumping directly into a prototype can be overwhelming for attendees and they may not know where to focus as you walk them through it. A bulleted list of introductory points will provide valuable context that will make it easier for them to quickly understand your design directions and decision-making.

对于参与者来说，直接跳入原型可能不堪重负，当您引导他们逐步通过原型时，他们可能不知道该集中精力。 项目符号介绍列表将提供有价值的背景信息，使他们可以更轻松地快速了解您的设计方向和决策。

10. / 缓慢而系统地讨论原型 (10. / Talk through prototypes slowly & systematically)

Don’t just show or tell — Show and tell! Walk attendees through prototypes slowly and systematically, through the perspective of the end-user.

不要只是展示或讲述-展示和讲述！ 从最终用户的角度，缓慢而系统地引导参与者浏览原型。

Clearly talk through each step in the user’s flow and, as you describe each step, provide context on what the user is doing and why they are doing it. Simultaneously, as you are describing each step, use your cursor (or another visual marker) to indicate to attendees where they should be looking.

清楚地说明用户流程中的每个步骤，并在描述每个步骤时提供有关用户正在执行的操作以及执行此操作的原因的上下文。 同时，在描述每个步骤时，请使用光标(或其他可视标记)向与会者指示他们应该在哪里看。

11. /重申关键要点 (11. / Reiterate key takeaways as a transition)

After walking attendees through a single concept or prototype, recap what they just saw by re-orienting them back to the bulleted list of introductory points you previously discussed.

在引导与会者完成一个单一的概念或原型后，请重新安排他们的方向，使其重新回到先前讨论过的介绍性要点列表中。

此技术将有助于理解和分析： (This technique will aid in comprehension and analysis:)

• It will signal to attendees that you are wrapping up the discussion of one topic and about to move on to another.
  它将向与会者发出信号，表示您正在结束对一个主题的讨论，而将继续进行另一主题。

• Additionally, it will provide a moment of pause where attendees can reflect on what they saw and contextualize the design direction (what they saw) with your list of key takeaways (what you told them to look for).

  此外，它还提供了片刻的停顿时间，与会者可以根据自己的要点介绍(告诉他们要寻找的内容)来反思他们所看到的内容，并将设计方向(所看到的内容)与上下文相关。

12. / 寻求反馈，集中您的听众 (12. / Ask for feedback, focus your audience)

As you facilitate a remote discussion, it is important to not only ask for feedback, but also actively direct the discussion as it is taking place.

当您进行远程讨论时，重要的是不仅要征求反馈 ，而且要在讨论进行中积极地进行指导 。

• Ask for feedback — What is effective about these solutions (and why), Is there anything we missed?

  寻求反馈 —这些解决方案有效(以及为什么) ，我们错过了什么吗？

• Direct the discussion — Practice active listening! repeat back to clarify, ask clarifying questions, engage others on the call, parking lot tangents/topics not relevant to topic.

  引导讨论 -练习积极聆听！ 重复返回以进行澄清，提出澄清问题，与其他人通话，与主题无关的停车场切线/主题。

This can be more challenging in a remote environment, when attendees are not face-to-face and it can be hard to read the room.

在与会者不面对面且难以阅读会议室的远程环境中，这可能更具挑战性。

实时文档与协作： (Live-documentation & collaboration:)

Live-documenting what is being said using a medium that everyone can see and interact with on-screen can help make remote conversations more collaborative and easier to manage.

使用所有人都可以在屏幕上看到并与之交互的媒体实时记录所说的内容，可以使远程对话更加协作，更易于管理。

To facilitate live documentation and collaboration, a simple Google Doc or a more advance live-collaboration tool like Mural can be used.

为了促进实时文档和协作，可以使用简单的Google文档或更高级的实时协作工具(如Mural) 。

还有什么？ (What else?)

Do you have other techniques you utilize for running a remote design reviews? Is so, I would love to hear more about them. Leave them in the comments and let’s discuss. Thanks for reading!

您是否还有其他用于运行远程设计评审的技术？ 是的，我很想听听他们的更多信息。 让他们留在评论中，让我们讨论。 谢谢阅读！