Institutionalise UX Methodology: Phase B – Setup

The focus of the setup phase is to establish the infrastructure required to conduct efficient and professional UX work.

Institutionalise UX methodology: Phase B - Setup Institutionalise UX methodology: Phase B – Setup

The steps for Phase B include:

  • B1. Develop UX strategy, policy and guidelines:
    • Strategic plans should be concise and written for a wide audience. The strategy essentially describes duties in an organisation and who will be responsible. In government organisations, it is essential to develop additional policies and guidelines.
    • What to do:
      • A strategic plan needs to be created that outlines specific steps, resources and staff responsibilities.
      • Develop a UX policy (what we do).
      • Develop a UX guidelines document and/or website. See official usability and website guidelines of governments from around the world.
  • B2. Supporting strategies, policies and guidelines:
    • It is important for a UX practitioner to take note of supporting strategies, policies and guidelines (specifically in government institutions), as they may influence UX work. There is a lack of policies and strategies in South African PGs with regard to online content, mobile and social media.
    • What to do:
      • Take note of the following possible strategies, policies and guidelines: content, mobile, social media, branding, training, overall website, development (technical) and e-Government.
  • B3. Select UX methods:
    • Several UX methods exist, each with an appropriate outcome in the user-centred design (UCD) process. The suggested approach is to first identify the necessary UCD activities and then select the most appropriate methods based on the design and organisational context.
    • What to do:
      • A selection of UX methods include: focus groups; heuristic evaluations; cognitive walkthroughs; card sorting; interviews; surveys; questionnaires; wireframes and usability testing. Different methods can be found at and
  • B4. Setup budget and procurement:
    • The first goal of this step is to create a formalised budget for UX. One of the first steps of the IUXG methodology “Phase A: Startup: Obtain buy-in” is significant for executives to realise that UX is important and hence requires a budget. The next step is to understand the organisation’s procurement process in order to procure UX staff and services. This is especially significant in government organisations, where procurement processes can be complicated.
    • What to do:
      • Setup a budget for UX.
      • Understand the procurement process. In government it is important to consult with supply chain management and to understand procurement delegations.
  • B5. Define general User-centred Design (UCD) process:
    • To specify how UX activities fit into the whole system lifecycle process and the enterprise. Leave room to experiment with new techniques such as Agile (scrum) processes. A showcase project can be used to “test flight” the new usability engineering infrastructure. This project offers an opportunity to refine the methodology. More information about UCD can be found at
    • What to do:
      • Customise a UCD lifecycle to fit an organisation’s needs.
  • B6. Conduct training:
    • Training is an effective way to promote UX and to ensure that key staff members have the required skills.
    • What to do:
      • Knowledge training: Educate staff members about the importance of the process of UX.
      • Skills training: Select and train staff members who will be conducting interface design work. Aim for certification for the most highly trained staff members.

View the other Institutionalise UX methodology phases:

Download: Marco-Pretorius-PhD-Thesis (File type: PDF. File size: 7.9 MB)