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PDI Tool.

An individual development plan for each person on a design team of thirteen.

Product Design Manager · Mercado Bitcoin · 13 people · 2021 to 2022

PDI stands for individual development plan. The original is under NDA, so there are no real names or plans here. You can try a working version with a fictional sample team.

EntrySupportPerformDefineLeadGovern
Research
Ideation
Build
Strategy
Business
One product designer, five pillars, six levels. where they are today.

The model

A team of product designers, UX researchers, UX analysts and design ops cannot grow on one shared ladder. So the levels were the same for everyone, and the pillars were not. Six levels, from Entry to Govern. Five pillars per role: a product designer is measured on research, ideation, build, strategy and business; a researcher on analytical, direction, build, strategy and business; design ops on collaboration instead of direction. Business meant knowledge of the company's world: blockchain, crypto and web3.

The model · Levels for everyone, pillars by role

One ladder of levels. Different pillars for each role.

Six levels, the same for every role

  1. 1EntryMinimal or no knowledge of the skill.
  2. 2SupportSome knowledge, needs support to execute.
  3. 3PerformApplies the skill without support, with basic confidence.
  4. 4DefineExecutes with autonomy and can mentor others.
  5. 5LeadExcellence at every level. Internal reference on the subject.
  6. 6GovernInternal and external reference. Influences the market.

Five pillars, different for each role

#Product designUX researchUX analyticsDesign ops
1ResearchAnalyticalAnalyticalAnalytical
2IdeationDirectionDirectionCollaboration
3BuildBuildBuildBuild
4StrategyStrategyStrategyStrategy
5BusinessBusinessBusinessBusiness

Business meant knowledge of the company's world: blockchain, crypto and web3.

The plan

Each person had a page with their current level on each pillar, and a list of SMART goals. Every goal answered to three interests at once: the person's growth, the team's design maturity, and a business impact the company could see. One goal, one pillar, one impact, one deadline, reviewed in one-to-ones every two weeks.

The plan · One SMART goal, three interests

Every goal answered to the person, the team and the business.

The person

Where they are on each pillar, and where they want to go.

The team

The design maturity the team needs next.

The business

The impact the company can see.

SMART task

One goal, one pillar, one business impact, one deadline. Reviewed in the 1:1s every two weeks.

Example taskGoalBusiness impactPillarDeadline
Information architecture classesProduct usabilityRevenue by improving UXBuildQ4
One course unit per monthCommunicationCommunication and networkingStrategyQ3
Try the PDI Tool

The original, built in Notion.

Notion list of collaborators with placeholder namesNotion PDI page template with current level per pillarNotion table of the six levelsNotion table of pillars by roleNotion goals and tasks table
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