How do you follow up and document the outcomes and action items of an online design review?

1 Choose the right tools

The first step to a successful online design review is to choose the right tools for your needs. Depending on the type and scope of your project, you may need different tools for sharing your design files, presenting your work, collecting feedback, and tracking progress. Some popular tools for online design reviews are Figma, InVision, Miro, and Zoom. Make sure you test your tools before the review and provide clear instructions on how to access and use them to your participants.

2 Prepare your presentation

The second step is to prepare your presentation for the online design review. This means organizing your design files, creating a clear agenda, and rehearsing your delivery. You want to showcase your design work in a way that highlights your objectives, rationale, and solutions. You also want to anticipate any questions or concerns that your audience may have and address them in your presentation. Finally, you want to practice your presentation and make sure it fits within the allotted time.

3 Engage your audience

The third step is to engage your audience during the online design review. This means inviting feedback, asking questions, and facilitating discussion. You want to create a positive and constructive atmosphere where everyone feels comfortable to share their opinions and suggestions. You also want to listen actively and acknowledge the feedback you receive, even if you disagree with it. Finally, you want to encourage participation and interaction by using features such as polls, chat, and annotations.

4 Document the feedback

The fourth step is to document the feedback you receive during the online design review. This means recording the comments, suggestions, and decisions that are made during the session. You can use tools such as Loom, Otter, or Google Docs to capture the audio, video, and text of the review. You can also use screenshots, notes, or sketches to illustrate the feedback visually. Documenting the feedback will help you remember the details, clarify any misunderstandings, and communicate the outcomes to others.

5 Follow up on action items

The fifth step is to follow up on action items after the online design review. This means reviewing the feedback, prioritizing the tasks, and assigning the responsibilities. You want to create a clear and realistic plan for implementing the changes and improvements that are agreed upon during the review. You also want to communicate the plan to your team and clients and update them on the progress and status of the project. Following up on action items will help you maintain the momentum, accountability, and trust of the online design review.

6 Evaluate the process

The sixth and final step is to evaluate the process of the online design review. This means reflecting on what worked well, what didn't, and what can be improved for the next time. You can use tools such as surveys, feedback forms, or interviews to collect feedback from your participants and measure their satisfaction and engagement. You can also use metrics such as time, cost, and quality to assess the impact and value of the online design review. Evaluating the process will help you learn from your experience and optimize your online design review practices.