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PM Master Handbook ⬇ PDF
Module 5

UX and Design Collaboration

Understand UX craft well enough to review designs, run usability tests, and work productively with product designers.

≈ 10 h studyDraftedSources: Lectures 5, 16, 27; Companion ch. 3, 17; Extra topic 14; Picture lesson 'Product discovery and design'

On this page
  1. UX versus UI
  2. Design Thinking and Human-Centred Design
  3. Nielsen's 10 usability heuristics
  4. Laws of UX that every PM should know
  5. Information architecture, user flows and task flows
  6. Wireframes and prototypes: low to high fidelity
  7. Design systems, responsive design and mobile vs web
  8. Accessibility
  9. Usability testing
  10. A/B testing in UX
  11. Design critique and working with product designers
  12. Figma fundamentals for PMs
  13. Journey mapping, onboarding and checkout optimisation
  14. Error states and empty states
  15. UX metrics
  16. Design handoff
  17. Exercises with model answers
  18. Interview perspective
  19. Key takeaways
  20. Check your understanding
  21. Recommended resources

About the screens in this module

All wireframes are illustrative, simplified sketches made for teaching. They are not screenshots of any real company's interface and must never be presented as such.

5.1 UX versus UI

From your course notes (Lecture 16)

UI is the interface people see and use: text, controls, layout, colour, typography. UX is the complete experience of achieving a goal, including usability, accessibility, waiting, trust, service and what happens when something goes wrong. A large readable Pay button is UI. A checkout that clearly shows the total, works with a screen reader and explains a failed payment is part of UX.

UX (experience) UI (interface)
Scope The whole journey, before/during/after the screen Visual and interactive layer
Questions Can people achieve their goal? Do they trust it? Is it clear, consistent, accessible, attractive?
Artefacts Research, journeys, flows, prototypes, test findings Style guides, components, high-fidelity screens
Failure looks like Users abandon, get lost or distrust Inconsistent, hard to read or hard to tap

5.2 Design Thinking and Human-Centred Design

Design Thinking is a human-centred, iterative approach to problem solving with five stages (Stanford d.school): Empathise → Define → Ideate → Prototype → Test. Human-Centred Design (HCD), standardised in ISO 9241-210, emphasises understanding users, tasks and environments; involving users throughout; evaluating with users; iterating; considering the whole user experience; and using multidisciplinary skills.

From your course notes (Lecture 16)

A possible design sequence is: define the problem and requirements, map the flow, sketch or wireframe, build a prototype, test, revise and implement — iterative, not mandatory. Include users with varied needs and abilities. A wireframe shows structure; a prototype lets people experience or test interactions.

5.3 Nielsen's 10 usability heuristics

Jakob Nielsen's ten general principles for interaction design are a fast way to review any screen (a heuristic evaluation).

# Heuristic Meaning Example (checkout)
1 Visibility of system status Keep users informed with timely feedback “Processing payment…” spinner with a timeout message
2 Match between system and real world Speak the user's language “Delivery fee”, not “ancillary charge code 4”
3 User control and freedom Easy undo/exit “Edit cart” and “Cancel” always available
4 Consistency and standards Follow conventions Same “Pay” button position on every step
5 Error prevention Prevent problems before they occur Disable “Pay” until a payment method is chosen; confirm address
6 Recognition rather than recall Make options visible Show saved cards, not “enter the last four digits”
7 Flexibility and efficiency of use Shortcuts for experts “Order again”, saved addresses
8 Aesthetic and minimalist design Remove irrelevant info Hide secondary promotions during payment
9 Help users recognise, diagnose, recover from errors Plain-language errors with a fix “Your card was declined. Try another card or UPI.”
10 Help and documentation Searchable, task-focused help Link to refund FAQ from the order screen

From your course notes (Companion ch. 3; Picture lesson)

Review visibility of status, clear labels, error recovery, keyboard and screen-reader access, colour contrast and understandable prices. A design review (heuristic evaluation) can find possible problems but does not replace testing with real users. An AI review is a useful draft, not a substitute.

How to run a heuristic evaluation: 3–5 evaluators review independently against the list, rate each problem's severity (0 cosmetic … 4 catastrophe), then consolidate. It is cheap and fast but misses problems real users hit.

5.4 Laws of UX that every PM should know

5.4.1 Jakob's Law

Users spend most of their time on other sites/apps, so they expect yours to work the same way. Implication: follow conventions (cart icon top-right, logo links home) unless you have a strong, tested reason. Innovate on value, not on basic mechanics.

5.4.2 Hick's Law

The time to choose increases with the number and complexity of choices.

Hick–Hyman law: T = b × log₂(n + 1) T = decision time; n = number of equally likely choices; b = empirically fitted constant

Illustrative calculation (b = 0.1 s, a made-up constant for illustration)

7 menu options: T = 0.1 × log₂(8) = 0.1 × 3 = 0.30 s. 15 options: T = 0.1 × log₂(16) = 0.1 × 4 = 0.40 s. Doubling the options adds one bit, not double the time — but real interfaces also add scanning and comprehension costs. Implication: group, prioritise, progressively disclose; don't hide key actions.

5.4.3 Fitts's Law

The time to reach a target depends on distance and size: closer and larger targets are faster to hit.

Fitts's law (Shannon form): T = a + b × log₂(D / W + 1) D = distance to target; W = target width (along the movement axis); a, b = constants Index of difficulty ID = log₂(D / W + 1)

Worked example

A button 40 px wide at a distance of 400 px: ID = log₂(400/40 + 1) = log₂(11) = 3.46 bits. Making it 80 px wide: ID = log₂(6) = 2.58 bits — about 25% lower. For touch, thumb reach zones and minimum target sizes (≈ 44×44 pt iOS guidance; 48×48 dp Android/Material guidance; WCAG 2.2 requires at least 24×24 CSS px as a minimum) matter more than the formula. Implication: make primary actions large and in easy reach; keep destructive actions small and apart.

5.4.4 Gestalt principles

How people perceive visual groups:

Principle Idea Use
Proximity Close items are grouped Space between form sections
Similarity Similar items are related Same style for all primary buttons
Common region Items in a shared boundary are grouped Card around the order summary
Continuity Eyes follow smooth lines Aligned lists and stepper progress
Closure We complete incomplete shapes Minimal icons
Figure–ground We separate focus from background Modal overlays dim the page
Focal point Distinct items draw attention One highlighted primary CTA

5.4.5 Cognitive Load Theory

Working memory is limited. Intrinsic load is the inherent difficulty of the task; extraneous load is added by poor design (clutter, confusing labels); germane load is effort that builds understanding. Designers reduce extraneous load: chunk information, use progressive disclosure, defaults, recognisable patterns and consistent layouts. Miller's “7±2” is often over-quoted — treat it as a reminder that capacity is small, not as a design rule.

5.5 Information architecture, user flows and task flows

  • Information architecture (IA) organises content so people can find it: structure, navigation, labelling, search. Methods: card sorting (how users group items), tree testing (can users find items in your proposed structure?).
  • A user flow maps paths and decisions through the product toward a goal; a task flow is one task in detail, typically for a single user type.

From your course notes (Lecture 5; Companion ch. 3)

A journey can contain many flows. Include branches: valid address, invalid address, payment failure, retry and cancellation — and label the desired outcome for each. Start/end markers and connectors make the sequence readable. Use the appropriate level of detail; a functional flow, not backend architecture.

5.6 Wireframes and prototypes: low to high fidelity

Fidelity What it is Use for Risk
Sketch / paper Hand-drawn boxes Exploring many ideas in minutes Hard to share remotely
Low-fi wireframe Grey boxes, real labels, no visual polish Layout, flow, content priority People critique visuals instead
High-fi mockup Real visual design Brand, UI details, stakeholder review Looks “finished”; invites premature sign-off
Interactive prototype Linked screens with transitions Usability tests, stakeholder demos Not connected to a real backend; may mislead about feasibility

From your course notes (Companion ch. 17; Lecture 16)

“Show an estimated total before checkout.” In scope: item cost and an estimate based on the address. Out of scope: changing the fee policy. Acceptance: label estimates, refresh when the address changes, and show a clear fallback when the fee service fails. Ask design about empty, loading, error, keyboard and accessible states. A prototype is not necessarily connected to a real backend.

5.6.1 Clickable prototype example

A clickable prototype for the redesign would link: Cart (redesign) → Pay → Confirmation, plus a branch Cart (fee unavailable) → Retry → Cart (redesign). In Figma: duplicate frames, name them, switch to Prototype mode, drag a connection from the button to the next frame, set the trigger (On click) and animation (Instant/Smart animate), then present and share a view-only link. Test it with 5 participants using a task such as: “Order this meal and tell me the total you expect to pay before you tap pay.”

5.7 Design systems, responsive design and mobile vs web

  • A design system is a shared library of design tokens (colours, spacing, type), reusable components, patterns and guidelines — plus code. Benefits: consistency, speed, accessibility baked in. As a PM: don't request one-off components without a reason; use existing ones; contribute needs via the system's process.
  • Responsive design adapts layouts to screen sizes (breakpoints; fluid grids; flexible images). Design mobile-first, then enhance.
  • Mobile vs web UX:
Mobile app Responsive web
Interaction Touch, gestures, thumb reach; smaller screens Mouse/keyboard and touch
Capabilities Camera, push notifications, biometrics Limited by browser; no install friction
Constraints App-store review, OS versions Cross-browser testing, performance on slow networks
Design focus One main task per screen, bottom navigation Wider layouts, persistent navigation

From your course notes (Companion ch. 17; Extra topic 14)

Avoid changing a shared production library without permission. Review variations, reusable components and responsive layouts with your designer; compare decisions to acceptance criteria and record unresolved questions in the PRD.

5.8 Accessibility

Accessibility means people with different abilities can perceive, understand and use the product. WCAG (Web Content Accessibility Guidelines, currently 2.2) is organised around four principles — Perceivable, Operable, Understandable, Robust — with conformance levels A, AA, AAA (AA is the common target).

From your course notes (Extra topic 14)

Inclusive design also considers varied devices, language, connectivity, literacy and circumstances. Accessibility is an ongoing product quality concern, not a finishing decoration. A form should use labels in addition to colour, have visible keyboard focus, describe errors in text and work with assistive technology; a delivery estimate must not rely only on a red or green indicator. Involve people with disabilities; use automated checks alongside manual and assistive-technology testing; ask qualified specialists about applicable standards and legal obligations.

Contrast ratio is (L₁ + 0.05) ÷ (L₂ + 0.05), where L is relative luminance (lighter ÷ darker). WCAG AA requires 4.5:1 for normal text and 3:1 for large text (≥ 24 px, or ≥ 18.66 px bold) and for UI component boundaries.

Worked check — contrast of common text colours on white (computed)

Text colour Ratio on white AA normal text (4.5:1)?
#101828 (navy) 17.75 : 1 Pass
#2563EB (royal blue) 5.17 : 1 Pass
#667085 (grey) 4.97 : 1 Pass
#767676 4.54 : 1 Pass (barely)
#777777 4.48 : 1 Fail
#949494 3.03 : 1 Fail (large text/UI only)
#10B981 (emerald) 2.54 : 1 Fail — white text on this green is also 2.54 : 1

This is why this handbook uses a deeper green (#047857) for filled buttons with white text: the brand emerald alone does not meet AA for text.

PM accessibility checklist: semantic structure and labels · keyboard operability and visible focus · contrast · text alternatives for images · captions for video · target sizes · error messages in text with guidance · no information by colour alone · respects reduced motion · tested with a screen reader on key flows · accessibility acceptance criteria in every story.

5.9 Usability testing

A usability test observes representative users attempting realistic tasks. Typical: 5–8 participants per round — Nielsen and Landauer's model estimates one user finds ~31% of problems, so five users find about 1 − (1 − 0.31)⁵ ≈ 84%, which is why iterating with small rounds beats one big test (the figure is a model for finding problems, not for estimating rates).

Task wording: bad — “Click the fee breakdown.” Good — “You're about to pay for this meal. How much will you be charged in total? Tell me what you're looking at.” Measures: task success, time on task, errors, confidence, plus SUS (System Usability Scale, 10 questions; average across products ≈ 68 on a 0–100 scale).

From your course notes (Lecture 16; Picture lesson)

Observe real people completing a task. Make a prototype, test with users with varied needs, improve and retest. The session contrasts discovering a problem with testing whether people can navigate a proposed design. A design review can find possible problems but does not replace testing with real users.

5.10 A/B testing in UX

A/B tests measure behaviour at scale (completion rates, clicks to goal), not understanding. Use usability tests to learn why, A/B tests to learn how much. Avoid testing tiny cosmetic differences with small traffic; test meaningful hypotheses and pair with guardrails (complaints, errors). See Module 7 for the statistics.

5.11 Design critique and working with product designers

Design critique is structured feedback on a design against goals — not personal taste. Good format: goal and constraints → what's being reviewed → feedback framed as observations tied to user/goal (“I notice… it may cause…”) → questions → decisions. Avoid solutioneering in comments.

From your course notes (Lecture 16)

The instructor described modifying a designer's file without coordination, causing inconsistencies and confusion. Agree on ownership, explain user and business context, use the design system and resolve disagreements through evidence. The claim that PMs should never edit Figma and that UI is solely a developer's responsibility is too rigid; roles depend on the team. Designers contribute to solutions; PMs can learn and create designs when appropriate.

How to be a great partner to designers

  1. Bring the problem and evidence, not a solution. 2. Involve them in discovery from day one. 3. Share constraints early (tech, legal, timing). 4. Give specific, user-centred feedback. 5. Protect time for exploration and for accessibility and edge states. 6. Respect craft: ask “what are you optimising for?”. 7. Decide together what to test.

5.12 Figma fundamentals for PMs

From your course notes (Companion ch. 17)

Figma Design is a collaborative design tool. A frame represents a screen or container; text, shapes and components form the interface; a component is a reusable element; a prototype connects screens to illustrate a flow. Editing rights and features depend on the team and plan. Beginner exercise: create a personal file, add a phone-sized frame, place a heading, meal card, price and button; duplicate the frame and change it to show the total fee; in prototype mode connect the button to the next frame, preview and test it. PM workflow: use comments to describe the user problem and evidence (“Three test participants missed the total; could we make it visible before payment?”). Share prototype links with appropriate permissions.

Figma concept What it is PM relevance
Frame Screen/container Check screens match the flow
Auto layout Responsive spacing rules Explains how content grows (long names, translations)
Component & variants Reusable element with states (default, hover, error, disabled) Ensures states are designed
Styles / variables Colour, type, spacing tokens Consistency, theming
Prototype Clickable flow Testing and demos
Comments Contextual feedback Give specific, evidence-based feedback
Dev Mode Specs and code snippets for engineers Handoff clarity

5.13 Journey mapping, onboarding and checkout optimisation

  • Onboarding — get users to their first meaningful value quickly: reduce steps, defer non-essential fields, use progressive profiling, show progress, explain permissions when needed (just-in-time), offer a sample/empty-state starter.
  • Checkout — show the total early, minimise fields, offer guest checkout and saved payment methods, give clear error recovery, keep the primary action consistent.
FrictionUX fixMetric to watchGuardrail
Long sign-up formAsk only essentials; social/phone sign-in where appropriateSign-up completionFraud/abuse rate
Permission prompt on first openAsk in context, explain valuePermission grant rateUninstall rate
Hidden feesShow total early with a breakdownCheckout completionComplaints
Payment failure dead endRetry, alternative methods, saved cartPayment success after failureDuplicate-charge reports
Empty first screenSample content, guided first actionActivation within 7 daysSupport contacts
Common onboarding and checkout friction → fix → metric. Every fix is a hypothesis. Test it, and watch the guardrail so you do not trade trust for conversion.

5.14 Error states and empty states

  • Error states: say what happened, why (if useful), and how to fix it; preserve user input; offer a way forward; log for diagnosis. Avoid blame (“Invalid input!”) and codes alone.
  • Empty states: teach the product — explain the benefit, show the primary action, optionally sample data.
  • Loading states: skeleton screens beat endless spinners; give time estimates for long tasks.
State Weak Strong
Payment error “Error 502” “We couldn't reach your bank. Your card hasn't been charged. Try again or use UPI.”
Empty orders Blank “No orders yet. Your first order will appear here. Browse popular meals →”
Offline Frozen app “You're offline. Showing saved items; ordering resumes when you're back online.”

5.15 UX metrics

Google's HEART framework (Happiness, Engagement, Adoption, Retention, Task success) with the Goals–Signals–Metrics process helps choose UX metrics.

DimensionGoalSignalMetric
HappinessUsers feel confident payingSatisfaction after orderCSAT; checkout SUS
EngagementUsers interact with the breakdownTaps on fee details% sessions opening breakdown
AdoptionFirst-time buyers complete checkoutFirst order placedFirst-order conversion
RetentionBuyers come backSecond order in 14 days14-day repeat rate
Task successPeople pay without errorsCompleted vs failed attemptsCompletion rate; error rate; time on task
HEART applied to a checkout redesign (hypothetical). Pick the few dimensions that match the goal; not every project needs all five. Add guardrails (complaints, accessibility issues).

Other UX measures: task success rate, time on task, error rate, SUS, CSAT (satisfaction), CES (effort), NPS (recommendation — widely used, with limitations as a UX measure), accessibility issue count, support contacts per 1,000 orders.

5.16 Design handoff

A good handoff is a conversation, not a file drop: walk through the flow, states (empty/loading/error/offline), responsive behaviour, accessibility, copy, analytics events, and edge cases. Provide: final frames, component references, spacing/typography specs (Dev Mode), prototype link, acceptance criteria, open questions, and an agreed QA review (design reviews the build before release).

Handoff checklist: all states designed · copy final (or flagged) · accessibility requirements listed · events named · animation specs · assets exported · decisions logged · QA owner named · definition of done includes design review.

5.17 Exercises with model answers

Exercise 1 · Heuristic evaluation

Evaluate the “Before” checkout screens against the 10 heuristics. List three violations with severity.

Model answer

(1) Visibility of system status — the final cost isn't visible until payment (severity 3: causes abandonment). (2) Match with the real world / consistency — “fees are calculated at payment” hides a concept users need now (severity 2). (3) Error prevention — no way to preview the total before committing (severity 3). Also note heuristic 9: no designed failure state if fee calculation fails. Recommend the “After” design and test it.

Exercise 2 · Apply Fitts's law

A primary button is 48 px wide and 500 px from the thumb's resting point. What is the index of difficulty? What happens if you widen it to 96 px?

Model answer

ID = log₂(500/48 + 1) = log₂(11.42) ≈ 3.51 bits. With 96 px: log₂(500/96 + 1) = log₂(6.21) ≈ 2.64 bits — about 25% easier. In practice also move it into the thumb zone and keep a ≥ 44 px height.

Exercise 3 · Accessibility check

Your error text is #949494 on white, 14 px. What is wrong and how do you fix it?

Model answer

Contrast is ~3.03:1; normal text needs ≥ 4.5:1. Fix: darken to ≈ #767676 (4.54:1) or darker (e.g., #595959 = 7.0:1); don't rely on colour alone — add an icon and the text “Error:”. Test with a screen reader that the error is announced and associated with the field.

Exercise 4 · Plan a test

You redesigned onboarding. Write three realistic tasks and two metrics for a usability test with 6 users.

Model answer

Tasks: (1) “You've just downloaded the app. Set it up so it can deliver to your office.” (2) “Find a vegetarian meal under ₹300 and add it to the cart.” (3) “Check what you'd pay in total.” Metrics: task success rate, time on task, errors/hesitations, confidence rating (1–5), SUS at the end. Pre-define success (e.g., ≥ 5 of 6 complete task 3 unaided).

5.18 Interview perspective

“How would you improve the checkout experience of a food-delivery app?” — structure

1) Clarify goal (completion? AOV? trust?) and users. 2) Map the journey and find the biggest friction with data (funnel by step/device) and research. 3) Hypotheses: fees shown late, payment failure recovery, form length. 4) Solutions with trade-offs (show fee early; guest checkout; retry). 5) Prioritise (impact/effort/risk). 6) Design considerations: states, accessibility, honest fallbacks. 7) Test: usability test then A/B with guardrails. Model answer highlights: “I'd start with the funnel to find where users leave, then interview people who abandoned. If fees surprise them, I'd test showing a full breakdown in the cart with 'estimate' labels and a clear fallback. Primary metric: checkout completion; guardrails: complaints and payment errors; segment by new vs returning users.” Mistakes: jumping to UI changes without evidence; ignoring failure states and accessibility.

“How do you work with designers when you disagree?” — 60-second answer

“I start by getting aligned on the user problem and the success metric. Then I ask what the designer is optimising for and share the evidence I have. If we still disagree, we agree on a quick test — a usability session or A/B — and a decision rule in advance. I give feedback as observations tied to the user, not preferences, and make sure the final decision is documented.”

5.19 Key takeaways

  • UX = whole experience; UI = the interface layer.
  • Use heuristics and the laws of UX (Jakob, Hick, Fitts), Gestalt and cognitive load to review designs quickly.
  • Design all states: empty, loading, error, offline, success.
  • Accessibility is a quality requirement: check contrast, keyboard, labels, target sizes.
  • Usability tests with ~5–8 users per round find most problems; A/B tests measure behaviour at scale.
  • Partner with designers by bringing problems and evidence, respecting ownership and the design system.
  • Make handoff a conversation with states, events, accessibility and QA agreed.

5.20 Check your understanding

Check your understanding

Which statement correctly contrasts UX and UI?

  1. UI is the whole experience; UX is the buttons.
  2. UX is the whole experience; UI is the interface people see and use.
  3. They are the same.
  4. UX applies only to mobile apps.
Why: UX covers the full experience of achieving a goal, including usability, trust and failure handling; UI is the visual and interactive layer.

Hick's law says decision time…

  1. Decreases with more options
  2. Increases with the number and complexity of choices
  3. Is constant
  4. Depends only on colour
Why: More (and more complex) choices take longer to process; group and prioritise options.

Fitts's law implies a primary mobile button should be…

  1. Small and far from the thumb
  2. Large and within easy reach
  3. Hidden in a menu
  4. Red
Why: Time to reach a target falls as it gets closer and larger.

Normal body text needs at least what contrast ratio for WCAG AA?

  1. 2 : 1
  2. 3 : 1
  3. 4.5 : 1
  4. 21 : 1
Why: WCAG 2.2 AA requires 4.5:1 for normal text, 3:1 for large text and UI components.

Why run several small usability rounds rather than one large one?

  1. It is cheaper per participant only
  2. Each round finds most problems, you fix them, then retest to find the next layer
  3. Statistics require it
  4. Designers prefer it
Why: Small samples find most usability problems; iterating compounds the benefit.

A good error message…

  1. Shows an error code only
  2. Blames the user
  3. Explains what happened and how to recover, in plain language
  4. Is hidden
Why: Heuristic 9: help users recognise, diagnose and recover from errors.