InVision RemoteWorkforDesignTeams
InVision RemoteWorkforDesignTeams
Design Teams
By Ben Goldman, Abby Sinnott, and Greg Storey
Animation Handbook
DesignOps Handbook
2
Remote Work for
Design Teams
Learn the best practices for running a remote design team
and discover how designers can play a leading role in helping
all teams collaborate better together even when working
apart. This book was written by our team at InVision, a fully
distributed remote workforce since 2011. Uncover how to
foster a culture of collaboration, processes for remote design
reviews and sprints, as well as leadership and management
skills for remote teams. This book explains how to adapt the
creative process into a remote environment, from ideation to
implementation, and offers practical advice for design leaders
to keep teams motivated and engaged without being under the
same roof.
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About the authors
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program, and assisted in the development of the USAA’s Chief
Design Office. He recently joined InVision for a range of roles.
Greg lives in the Pacific Northwest with his amazing wife and
writes occasionally at his personal site Airbag Industries.
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Acknowledgements
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Contents
Chapter 1
Design in a remote world
How design can thrive despite distance
Chapter 2
Creativity and collaboration
Translate design practices for remote work
Chapter 3
Leadership
Practical management advice for embracing the shift to
remote
Chapter 4
Tips, tools, and tricks for working remotely
Advice on the essentials of remote design teams
Chapter 5
Remote work is here for good
The positive impact of working remotely
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Chapter 1
Design in a
remote world
How design can thrive despite distance
By Ben Goldman
For designers, the pull of this image can make the transition
to remote work jarring at first. Much of the user experience we
associate with creativity and collaboration are now different in
a distributed environment, from the physical space of work to
the routines leading up to it.
online)
The teams that take the time and energy to address these
problems will emerge all the better for it, and discover a host of
additional benefits besides.
It’s for these and other reasons that InVision has come to
believe in remote work as an important advancement in the
way people work. While that doesn’t mean that it will be right
for all teams at all times, investing the time and resources to
develop the capability to work remotely is worthwhile for any
team or business.
But there are some lessons we’ve learned about remote work
that would be valuable to any team. These lessons primarily
relate to a specific topic: How to foster collaboration and
creativity in teams when working remotely. Many of these
lessons were gleaned from our years of experience scaling a
remote company and building digital collaboration software.
Others come from our firsthand experience working with
remarkable design teams around the world.
Creativity and
collaboration
Translate design practices for remote work
By Greg Storey
As we know, what works for me and my team may not work for
you. For that reason, the purpose of this chapter is to provide a
set of different perspectives; consider it a set of revised ideas
Act differently Do you remember when you were a kid and you
went to someone’s house for dinner? You knew that you were
meant to act differently and be on your best behavior. The
same idea applies here. Recognize that in a remote meeting
situation you need to act differently than in an in-person
setting. Help the facilitator, don’t dominate the conversation.
And help make sure everyone is heard or invited to be heard.
Structure and creativity are not words you see used together
often, but people—designers in particular—work best when a
structure is put in place. And the “happenstance” that Stephen
mentions? If left unchecked for too long in a remote setting
you’ll learn a valuable lesson in what happens when you leave
too much decision making to a designer. Manage your team’s
process with intent, from start to finish.
I had the pleasure of working for a few years on the IBM Design
team in Austin, Texas. If you haven’t yet, I encourage you to
watch The Loop, an InVision film on the design program at the
heart of IBM’s design-lead transformation. It tells the story
of the Herculean task given to a small team to change how
IBM solves problems for its clients and creates new products
and experiences that are firmly grounded in user-centered
design principles. It’s a classic David and Goliath story, but
more importantly, you’ll get an inside look at IBM’s Austin
studio space that was custom designed to provide the best
experience possible for design-driven activities.
There are four spaces: Blue, Red, Green, and Yellow; these can
also be split into sub-spaces: A, B, C, and D. Sixteen teams of
up to six persons can work simultaneously in relative comfort.
The entire space has a top-mounted track system designed
to accommodate rolling whiteboards that are approximately
Side note: The first time I saw Freehand was at InVision IRL
2018, an “in real life” internal company event where we all
Your mileage may vary, but the important note here is to find a
space or your team to ideate quickly and often. With all of that
fostering of creativity, you’re going to need to find a way for
Other considerations:
• The leader should set the tone for the session when they
log in. Focus on making the interaction productive and fun
during the review. This event is super important to design
team culture. The key is to provide enough process, but not
to the point of rigidity.
• For a team working remotely for the first time it will take a
bit of trial and error to find the right virtual experience. It’s
important to remember that what works for us at InVision
may not be the right fit for you. Charge your team with
As the leader, ensuring the visibility of the work will likely take
extra effort on your part because you will need to take the
work to them (there are no hallways in virtual space). Not unlike
drumming up support for an internal initiative, getting design
in front of business partners and executives requires creative
thinking and promotional moxy. You need to communicate to
your stakeholders, partners, peers, and executive sponsors.
Also consider including the following groups: marketing, public
You will still need to set up the “room” and make sure there are
enough supplies. Invitations have to be sent out and followed
up to make sure folks are going to participate. And yes, there
will be that person who is late and needs help finding the right
link. I wrote a separate guide on facilitating remote workshops
available on the InVision Inside Design blog complete with a
view of a sample workshop setup we use in Freehand.
We did this a few times at the leadership level and I have to say
it worked pretty well.
All of this will help you promote and foster a creative work
environment beyond the virtual borders of design. Share your
knowledge and be an open book. The secret sauce is never
in the what or the how, but the who. If you are known as the
person who brings everyone together to solve problems then
you may have ninety-nine problems—but working remotely
won’t be one.
Leadership
Practical management advice for embracing the shift
to remote
By Greg Storey
48 Leadership
This is a milestone year for me. It marks twenty-five years
of being a leader, and more importantly, it marks my quarter
century anniversary with my dear wife (who I affectionately
refer to in my writing as The Rocket Scientist). So, I’ve got a lot
of miles on my engine. I’ve seen a lot and been through even
more. That is to say, I’ve observed just about everything you
can imagine when it comes to being a leader. I’ve led teams
in small companies to gigantic global conglomerates; large
national operations to small-medium business (SMB).
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You’re likely still trying to process what’s happening. What’s it
like to lead a team that you can’t hear or see? That is to say a
team that’s not seated in the same room as you. People who
aren’t even in your peripheral view—perhaps for the first time
ever.
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was around the same time people “surfed the web” or cruised
the “information superhighway.” And we all wore acid wash
jeans. Ugh.
It’s time to exercise those soft skills and put intent behind your
standing 1:1s. This will give you time to “see” your people and
an opportunity to observe their behavior. The business will
always provide distractions and want your attention, but you’ve
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got to give your people the priority. Never, never, never-ever
assume that anyone who reports to you will be “good” if you
want to skip their weekly 1:1 session! And don’t skip out on
your regular rituals with your team—more on this later.
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Some do’s and don’ts about remote working and
1:1s
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Don't do this… Do this……
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Don't do this… Do this……
Don’t make your 1:1 only Do use this time to ask how
about work. your designer is doing on
a personal level. Ask about
their family’s well-being. If
they have pets, how they
are etc. Have they picked
up any new hobbies or are
they binge watching any new
shows, etc.
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1:1s and journals
• Questions/topics to discuss
And make it look good! I don’t like thinking about how many
times I’ve had to read a Google Doc set in Arial. We have
access to every typeface in Google Fonts, but, no thanks,
Arial will do. Who does that say to people? The only thing
worse would be Helvetica, but I digress. You may be a leader,
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but you’re still a designer, so there’s no need to make anyone
suffer from default typography, type scales, and composition.
Prior to each meeting, you and the designer add topics under
each category to set up the agenda of your time together. If
you have topics left over from the previous session, add them
to the list. Give the designer time to prioritize the list. This will
help you get an idea of how the person might be feeling/doing.
After the session is over, document any decisions made, move
that appointment down, and create a new date and category
group above it. Repeat each week.
Now that your team has dispersed into working from their
home, you’ll begin to miss the ability to put together ad-hoc
team activities like happy hour or team lunch. As working
remotely can lead to feelings of isolation, group functions
become even more important to the health of your team.
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everyone is interacting through a camera, but you’re better off
pushing your team to connect than not at all. And is anyone
really going to miss those crappy well drinks?
These are just a few ideas for team activities that could be
translated into virtual experiences.
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radio station behind the company's firewall. They brought in
turn tables, mixers, microphones, etc. while their developer
friends created a webpage that featured a streaming player.
They started small, but a year later IBM gave the group a
budget to build a full studio with better equipment. Today the
radio station has programming around the clock with volunteer
IBM DJs around the globe playing everything from funkadelic
to EDM with a little old-time country music in between.
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to chat, and cut-and-pasting a link to a video chat session.
Team stand-ups by video now take longer than a few minutes
as people log in and play with settings—“You’re muted! Nope—
still can’t hear you” and “Hold on, my airpods aren't working.”
You get the idea.
On the flip side, working from home also means that it’s now
possible to rearrange your workday to adjust for running
errands, managing your household, and taking care of children
if you have them. Some of you will have too much time on your
hands while others are double-booked.
My point is this: Take the good with the bad and consider this
to be an ideal time to be compassionate towards one another.
And what better activity to understand what you all are going
through than a quick workshop on your team’s new reality.
Using a virtual whiteboard, like Freehand, have your group work
through the following:
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• Hopes and fears: Create two columns, one for each
label. Spend enough time to capture the hopes and fears
of every member of the team, andake sure everyone
participates. When finished, have someone from the team
read out what’'s posted and synthesize the notes into
themes as a team.
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Squash all of the elephants fast and quick
Remind the team to focus criticism on the idea, not the person.
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can get out of control online if it isn’t managed.
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Mike Davidson on managing remote teams (Watch online)
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Leaders would do best to set value-based boundaries and
let the culture blossom inside that space. Linking executive
vision with practical work is essential. A high-level mission
aligns the company with a purpose, but individual product
teams do better when they decide their team-level vision
and values.”
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low-level decision making (which good executives hate
having to make anyway) to the design team.
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As we discussed earlier, for a design team to thrive, to go fast
means they need some form of decision-making power.
How you onboard new hires can make a huge difference in the
time it takes for them to become full, contributing members
of the team. This is especially true when working remotely
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because it’s almost impossible to shadow someone or even
observe what the other team members do from a distance.
The worst thing you can do when onboarding is to leave new
hires up on their own without any support. It’s impossible
to know what you don’t know that you don’t know—not to
mention extremely very frustrating for the new hire. More time
and effort spent onboarding will provide the confidence new
hires need and seek while helping to reduce frustration and
eventually attrition.
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prioritize tasks—unsure who to ask for help. I
sat silently in meetings—afraid to speak up in
case I said something dumb. Soon, I realized
mine was not a unique experience. As I talked
to other recent design hires across IBM, I heard
more stories of knowledge gaps and isolation.”
Alison Entsminger
Designer — IBM
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services (e.g., HR and IT) and company leadership. If possible,
try to set up “lunches” where everyone gets used to the
experience of socializing in front of the camera. At InVision,
our onboarding experience, called Xenia, culminates in an
afternoon session where new employees are put into small
teams and tasked with creating a new user experience with
our software. This gives everyone a collaborative task with a
shared goal while learning how to use the company’s products.
Once you get to the team level (after “graduation” from the
company-wide experience) you can provide activities that
will help raise their comfort level and establish trust quickly.
Consider introductions where everyone, including the new
people, tell their story in only five slides:
• What do you hope to learn in the next four hours, four days,
four weeks, and four months.
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Context afforded: Information is crucial to the success of
new team members. Provide a shared history of the company
and the industry or industries it operates within. What are
the company’s main products and what business models are
in place? The same goes for the line of business: Provide an
idea of how that business works and how it is governed and
positioned within the company.
When you get to the team level you’ll need to include additional
details around how the team operates, who your partner
teams are, and how often you collaborate with them. Provide
the shared language of the industry, business, and team. Be
sure to spell out every acronym (Enterprise-level businesses
tend to have an affinity for acronyms)—anything you can do
to elevate ambiguity in language will help tremendously. Use
both TL;DR: and TLI5 (i.e., too long; didn’t read; talk like I’m five)
to help provide quick content using plain English. There will be
plenty of time for rewiring the brain with industry-speak later.
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Leave no detail uncovered. Do they have access to the right
SAAS applications? What about all of the typefaces, so they
can work across branding and the company’s design system?
The last step is to assign each new hire with an onboarding
buddy. This person is responsible for ensuring that a new hire
has been properly onboarded, gets their questions answered,
has scheduled 1:1s for the first three months, invitations to all
team events and rituals, and introductions to all of the people
the new hire will work with. Ultimately, the onboarding buddy
is responsible for doing what they can to get the new hire
integrated and positively contributing in a meaningful way as
soon as possible.
Now that designers can’t just pop over and ask how you
want something done, it’s a great time to consider providing
bumpers to help keep them in their lane. Playbooks are a great
way to empower your remote teams with tactical activities and
frameworks for repeatable processes and practices. This type
of repository is super useful in a remote setting to help provide
enough detailed guidance to keep designers moving in the
right direction while reducing the risk of how much process is
left up to individual interpretation.
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And let me tell you, interpretation when left
unchecked will always go in a direction you
didn’t think was possible.
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Check-in with your peers: How are they doing?
When you feel that you’re on the right path to providing the
support and leadership that your team needs, consider
reaching out to your peers and partners to see if they are doing
the same. As always, practice empathy and don’t presume
they’re in the same situation as you. Different parts of the
business are measured and managed differently. Make time
to talk to your colleagues and look for problems you and your
team might help to solve.
You and your design team will likely be under a spotlight that’s
shared by other departments, and this spotlight may not be
considered as essential to the business in the future. Now is a
good time to find ways to help your colleagues succeed during
this extraordinary time of distress and distractions.
How are you taking care of yourself? This is where you need to
lead by example. You have to help guide and set your team’s
approach to work/life balance and how you recharge. There are
two batteries that you need to recharge: physical and mental.
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most common form of exercise. It promotes good health,
reduces stress, and you can possibly get some work done
during the activity—namely meetings. Try to stack meetings
and walk your way through them, but don’t make everything
about work. Get some music on those AirPods and give your
head some space. Encourage your team to get outside and
move.
Find a peer, someone who you can talk to and share your
stresses. This will help clear your mind and reduce your
cognitive load. If possible, set up a standing meeting so you
have time blocked off to get the support you need. And get
plenty of sleep. All of our futures are up in the air, so rest and
prepare. This is going to be a marathon, not a sprint, and we’re
just getting started.
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If you’re feeling overwhelmed don’t be afraid to let yourself
have a moment to be scared, to be numb, to not understand.
Let yourself be vulnerable (maybe not in the middle of the
company all-hands video conference) but at a time that feels
right. Find the space you need to take a deep breath and let it
go.
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Further Reading
78 Leadership
Chapter 4
Tips, tools,
and tricks
for working
remotely
Advice on the essentials of remote design teams
By Abby Sinnott
The Basics
By now, much of the basics of remote work are well known. But
it’s worth revisiting some of the fundamentals for those who
may be new to it.
Dave Lewis
Director of engineering — InVision
Emily Campbell
Director of experience
strategy — InVision
But how do you build deep relationships and trust with a team
that’s not in the same city, or even the same country, like at
InVision, where we have employees in nearly 30 countries?
1. Be reliable
2. Be vulnerable
People don’t start to truly know one another until they let
themselves be vulnerable. But how does vulnerability happen
in a remote environment? It starts with making it a priority to
get to know one another.
“In order for this exercise to work effectively, there really needs
to be an environment of trust and complete confidentiality,”
said Kardon. “You’ll find that when people share these kinds of
profound personal things with their teammates, such as the
death of a loved one, divorce or sickness, people and teams
bond in very strong and lasting ways.”
A classic remote work moment: The kids bum rush a live call with the
PRO TIP:
Richard Banfield
VP of design transformation — InVision
Loop in the right people, but not all the people. In a remote
environment, it can be tempting to involve more people than
are actually needed. This creates the danger of meeting creep
and produces a lot of noise. Having too many “Brady Bunch”
heads on a Zoom call can make a huddle feel more like an all-
hands. Be conscious of not burdening your colleagues with
unnecessary communication.
Jehad Affoneh
Listen Online: Making sure diverse
voices are heard in meetings
Team events can be magical and fun, even in a remote setting as seen
“Our team worked for months to plan every detail of RKO. When
the decision was made to pivot to virtual, we had just a few
days to execute. We'd never done a multi-day, 250-attendee
remote conference before and were extremely nervous," said
Katie Baker, senior program manager at InVision, who led the
Stephen Gates
Head design evangelist — InVision
General tips
○○ Ask for what you need and note when you need it.
• Light the front of your head, not the back! If your lighting is
behind you, people will only see a silhouette.
• It’s a good idea to keep your space (at least the part that’s
in the camera frame 😉) neat and clean. While it doesn’t
need to be anything fancy, you may want to “curate” your
backdrop a bit to reflect your personality, such as by
hanging some cool artwork or positioning yourself in front
of your book collection. Your space reflects you and if
you’re talking to customers, you represent your company.
Email tips
We hope the tips and insights we’ve shared here will help you
get started, and see remote not as a blocker to doing great
design work, but as an opportunity to innovate and improve
the way you communicate, collaborate, and build relationships
with your team—ultimately bridging the gaps and bringing
everyone closer together—despite the physical distance.
The best tip VMware’s head of design has for making your next
design meeting more inclusive
Remote work is
here for good
The positive impact of working remotely
By Ben Goldman
“My hope is that after all of this has passed, what we’ll take
back is an appreciation for what’s important,” says Stephen
Gates, head design evangelist at InVision. “That this is a reset
that allows us to see alternative ways of doing things, like
being able to trust your employees, or that it’s okay for leaders
to be vulnerable. Because there’s always been awareness of
many of these problems. There just hasn’t been a willingness
to change. And now is that opportunity.”
Further Reading