Navigate
Start Here
Design System
Research & Process
Operations
Start typing to search the wiki
Bupa Design · Design Ops Hub

The Blueprint
for Better.

One canonical home for the UX & Research practice — the standards we hold, the rituals we run, the decisions we ship, and the craft we put behind every customer moment.

To set the standard for digital healthcare and insurance in Saudi Arabia — creating experiences that are secure, seamless, and genuinely caring.
— The Bupa UX & Research Practice
By the numbers

The wiki, in one glance.

A living index of every standard, ritual, and asset the UX & Research practice runs on — organised so the team can move faster.

12
Wiki Zones
Onboarding to strategy
5
Design Phases
Discover → Deliver
100+
Research Methods
Catalogued & ready
32
Components
BupaHive v1.0
10
Core Tools
Figma to Notion
Everything in one place.

Organised into 10 zones — from onboarding to strategy — designed for every audience working with Bupa Design.

Start Here
Onboarding paths and quick orientation for everyone joining the team or collaborating with us.
Design System
Components, tokens, patterns, and accessibility — the building blocks of our products.
Explore
Research Ops
Methods, repository, and templates for planning, running, and synthesizing research.
Explore
Design Process
End-to-end: Discover, Define, Design, Deliver, Learn — with phase gates and exit criteria.
Explore
Design Protocol
The contract behind the process — pace, scope, escalation, sign-off, and accountable handoff.
Explore
Operations
Intake flow, projects, timesheets, and the rituals that keep the team running.
Explore
Design Decisions
Document and track key design decisions — what we chose, why we chose it, and what we considered.
Open
Project Checklist
UX project checklist — track progress from initiation to delivery across every phase of a project.
Open
News & Updates
Releases, rituals, tools, and decisions — what's shipped lately across the practice.
Read latest
Brand & Identity
Visual identity, voice & tone — how Bupa looks, sounds, and feels.
Coming soon
Tools & Resources
Figma, Jira, Slack, Notion — the software and services we use every day.
Explore
Knowledge Base
Case studies, lessons learned, glossary, and inspiration.
Coming soon
Strategy
OKRs, KPIs, roadmap — goals and metrics to measure our impact.
Coming soon
Team & Culture
Who we are, what we believe, our principles and team directory.
Coming soon
Design Process

From insight to impact — a clear path forward.

Five phases. Clear exit criteria. Phase gates with the Design Lead before advancing. Every project follows the same rigorous process.

Discover Define Design Deliver Learn 1 2 3 4 5 Phase Gates · Exit Criteria · Reviews
Design System

Components, tokens, and foundations.

A single source of truth for UI components. Stable, beta, and in-review — with clear status for every element in the BupaHive library.

Aa Montserrat / Bupa Primary Secondary Pill STABLE
Need UX help?
We're one request away.

Quick consults, small tasks, projects, or strategic initiatives — triage within 2 working days.

Start with the why.

A field guide to BupaHive — what's inside, who it's for, and how to find your bearings on day one.

Diverse team gathered in a modern office for an orientation meeting

Purpose

Orient first-time visitors to the Bupa Design Ops & Wiki and explain how it's organised.

When to Use

  • It's your first day on the UX team
  • You're a partner (PM, Engineer, BU) starting to work with us
  • You want to understand where to find something
  • You're sharing this wiki with someone new

How This Wiki is Organised

Our wiki has 10 zones, designed for different audiences and needs.

ZoneWhat's there
Start HereOnboarding, FAQs, how to request support
Team & CultureVision, principles, team directory
Design SystemComponents, tokens, accessibility
BrandVisual identity, voice & tone
Research OpsMethods, repository, templates
ProcessHow we design, governance, reviews
OperationsIntake, projects, timesheets
StrategyOKRs, KPIs, roadmap
KnowledgeCase studies, lessons, inspiration
ToolsSoftware, templates, files

How to Find Things

  • Search: Press ⌘K or tap the search icon in the nav
  • Browse: Use the nav bar or home page sections
  • Ask: Post in #ux-help on Slack or contact the wiki owner

Who Maintains This

The UX & Research team owns this wiki. Each zone has a designated owner. Suggest changes by leaving a comment on any page.

Your first 90 days, mapped.

A structured ramp-up for new UX hires — from accounts and rituals to your first shipped contribution.

Diverse business team collaborating in a modern office

Day 1 — Get Set Up

  • Receive laptop, access cards, ID badge
  • Set up Bupa email and Slack
  • Get added to UX team Slack channels
  • Get Figma, Jira, Drive access
  • Meet your manager and onboarding buddy
  • Read the Bupa Design Culture page

Week 1 — Orient

  • Read Vision & Principles
  • Review the Design System
  • Shadow team rituals (standup, design review)
  • 1:1s with team members
  • Review current sprint and projects

Month 1 — Contribute

  • Take ownership of a small project
  • Run your first design review
  • Complete brand and accessibility training
  • Submit timesheet weekly

Month 3 — Operate

  • Lead a research session
  • Contribute to the Design System
  • Set Q1 personal goals with manager
  • 90-day check-in

Working with us, made simple.

Orientation for Product, Engineering, and Business partners — how we engage, what to expect, and where to plug in.

How We Partner

We embed with Product and Engineering throughout the lifecycle: discovery, definition, design, delivery, and learning. Earlier involvement leads to better outcomes.

What We Deliver

  • User research and insights
  • Service and journey design
  • Interaction and visual design
  • Design system contributions
  • Accessibility audits and guidance

How to Engage Us

1

Quick question or 30-min input

Post in #ux-help on Slack

2

Need design support on a project

Submit a request via the Intake Flow

3

Strategic initiative

Email the Head of UX to scope together

What to Expect

  • Triage within 2 working days
  • Project kickoff scoping within 1 week
  • Regular sync points throughout delivery
  • Design review checkpoints at key milestones

Bring us a problem, not a solution.

The front door for design support — what to share, how we triage, and what comes back to your team.

What to Include

  • Title: Short, clear name for the work
  • Background: What problem are we solving? Who for?
  • Goal: What does success look like?
  • Audience: Who are the end users?
  • Timeline: Key dates and deadlines
  • Stakeholders: Who's involved?
  • Reference materials: Existing research, designs, or docs

Request Types & Sizing

TypeSizeTimeline
Quick consult< 2 hoursSame week
Small task1–3 daysWithin 2 weeks
Project1–4 weeksScope and schedule
Strategic initiative1+ monthQuarterly planning

How to Submit

1

Open the Jira intake board

2

Create a ticket using the Design Request template

3

Fill in all required fields

4

Tag the relevant Lead

What Happens Next

  1. Triage within 2 working days
  2. Scoping conversation if needed
  3. Assignment to a designer
  4. Kickoff meeting

Quick answers, no scavenger hunt.

The questions we hear most about the UX practice, our process, and our tools — written down once and kept current.

Process & Requests

Submit a ticket on the Jira intake board using the Design Request template. See How to Request Design Support for full details.
Triage within 2 working days. Project timing depends on size and type — quick consults same week, small tasks within 2 weeks, projects are scoped individually.
Yes — post in #ux-help on Slack for quick questions or a 30-min input session.

Team & Culture

See the Team Directory page in the Team & Culture zone of this wiki.
To be filled — check back soon.

Design System & Brand

See the Components Library and Tokens & Foundations pages.
See the Brand Manual & Guidelines in the Brand & Visual Identity zone.

Tools & Access

Submit an access request via the internal form. See the Tool Stack Overview for the full access process.
Check the Tool Stack Overview or ask in #ux-help.
Don't see your question? Post in #ux-help on Slack — we'll add it here.

The shared vocabulary of Bupa UI.

Every component the practice ships — what it does, how to use it well, and where it stands in its lifecycle today.

Designer workspace showing UI elements on screen

Component Index

ComponentStatusFigma LinkOwner
ButtonStable(link)TBD
InputStable(link)TBD
CardStable(link)TBD
ModalIn Review(link)TBD
TabsBeta(link)TBD

Status Legend

StatusMeaning
StableProduction-ready, fully documented, tested
BetaFunctional but may evolve — use with caution
In ReviewUnder design review, not ready for production
DeprecatedDo not use — see migration guide

How to Use a Component

1

Find the component in Figma

Use the component library panel to locate it.

2

Use the variant that matches your need

Check all available variants before customising.

3

Don't override styles

Request a new variant from the Design System team if needed.

4

Add accessibility annotations

Document ARIA labels, focus order, and roles.

Contributing a New Component

See Contribution Guidelines in the Design System Hub. All new components go through a review process before being added to the library.

The atoms behind every screen.

BupaHive v1.0 foundations — colour, typography, spacing, radius, elevation, and motion. The primitives every Bupa Arabia product is built on.

Brand Colour — Bupa Blue

The single primary brand accent. One brand accent per surface; don't mix Blue with Fuchsia, Teal or Purple on the same screen.

#E8F3FB
bupa-blue-50
Tinted backgrounds, brand surfaces
#0079C8
bupa-blue-500
Primary action, brand accent
#0652AE
bupa-blue-600
Hover state, secondary brand
#00398A
bupa-blue-700
Pressed state, deep accents
#0F2460
bupa-blue-800
Brand sections, dark hero

Bupa Navy — text & dark surfaces

#F0F2FA
bupa-navy-25
Subtle backgrounds
#CFD1DA
bupa-navy-100
Default border
#3D466B
bupa-navy-400
Secondary text
#03050E
bupa-navy-900
Primary text, dark surfaces

Editorial Accents

Use sparingly — one accent per surface. Pair with text labels and never rely on colour alone for meaning.

#D02670
bupa-fuchsia-500
Editorial accent
#007D79
bupa-teal-500
Healthcare / data
#8A3FF5
bupa-purple-500
Editorial spotlight
#DB3907
bupa-orange-500
Promotional / highlight

Status Colours

Always pair colour with an icon and a text label. Healthcare context: red carries urgency; green reads as success.

#1B883C
success-500
Confirmation, healthy state
#C85204
warning-500
Caution, attention needed
#D60023
error-500
Errors, urgency
#3552B5
info-500
Informational
#F1C22D
pending-500
In-progress, waiting

Typography

House font: Montserrat. No serifs. No italics. Use weight or colour for emphasis, not slant.

text-6xlHero display60px
text-4xlMajor display36px
text-3xlPage title30px
text-2xlSub-head24px
text-xlSection head20px
text-mdBody default — Montserrat 1616px
text-smBody small / secondary14px
text-xsChips · Eyebrows · Fine print12px

Spacing

11 steps. Used as bupa-* prefixed tokens — px-bupa-3xl, gap-bupa-md.

bupa-xs
4px
bupa-sm
8px
bupa-md
12px
bupa-xl
16px
bupa-2xl
20px
bupa-3xl
24px
bupa-4xl
32px
bupa-5xl
40px
bupa-6xl
48px
bupa-7xl
64px

Radius

Capped at 10px max for general UI. Anything larger is a deliberate choice — pill chips, avatars, modal previews.

radius-none
0px — sharp
radius-sm
4px — chips
radius-md
8px — default UI
radius-xl
10px — cards
radius-full
Pills, avatars

Shadow / Elevation

Prefer tinted backgrounds (bg-secondary) for layered surfaces over drop shadows. Reserve shadows for cards that genuinely lift off — modals, popovers, toasts.

shadow-xs
Subtle lift
shadow-sm
Default card
shadow-md
Hover, popover
shadow-xl
Modal, overlay

Motion

Default for UI state transitions: duration-base ease-out (200ms).

TokenValueUse
duration-instant50msHover acknowledgment
duration-fast150msTooltip / popover fade
duration-base200msDefault — colour, opacity
duration-slow300msDrawer slide, layout shifts

Iconography

BupaHive uses Iconsax as the single icon system — Linear variant, 16px default, in 2px increments (12, 14, 16, 18, 20, 24).

Match the method to the question.

A working catalogue of research methods — when each one fits, how to run it well, and what good looks like in practice.

Whiteboard covered in sticky notes during a research workshop

Discover — Generative

Used early in the process to build understanding. Outputs are insights, themes, and opportunities.

User Interviews
Understanding needs, motivations, mental models
1–2 weeks
Diary Studies
Behavior over time, in context
2–4 weeks
Field Research
Real-world context and environment
1–2 weeks

Define — Synthesize

Turn raw research into structured insights, frameworks, and shared understanding.

Affinity Mapping
Theming qualitative data
1–2 days
Journey Mapping
End-to-end experience visualisation
1 week
Personas
User archetypes for alignment
1–2 weeks

Validate — Evaluative

Test assumptions and designs against real users to learn what works.

Usability Testing
Finding usability issues with prototypes
1–2 weeks
A/B Testing
Comparing variants in production
2–4 weeks
Surveys
Scale, quantitative input
1–2 weeks

Method Selection Guide

You need to understand…Best method
WHY users behave a certain wayInterviews, Diary Studies
HOW MANY are affectedSurveys, Analytics
Whether a design worksUsability Testing, A/B Testing
The full journeyJourney Mapping
User archetypesPersonas, Segmentation
Real-world contextField Research, Diary Studies

From signal to ship.

The canonical Bupa design process — intake, discovery, design, delivery, and learning — connected as one continuous flow.

Team using a kanban board for sprint task management

Nine stages, one continuous loop.

Our design process moves linearly through the first three stages, then becomes a continuous cycle. The dashed lines show how reality often loops us back when prototypes spark new ideas, tests reveal new IA, or insights redefine the problem entirely.

Prototype sparksnew ideas Tests create newprototypes Tests reveal insightsthat redefine the problem Tests re-create new IAand design 1Research 2Define ProblemStatement & Goals 3Ideation & ConceptDevelopment 4Wireframing &InformationArchitecture (IA) 5Prototyping 6User Testing& Validation 7Design Refinement& Handoff 8Implementation &Quality Assurance 9Post-launchEvaluation & Iteration
1

Research

Discover

Get close to the problem, the people, and the context. Listen first, judge later.

MethodsStakeholder interviews, user interviews, field observation, desk research, competitive scan
OutputsResearch plan · interview notes · insight bank
2

Define Problem & Goals

Discover

Distill what you learned into a sharp problem statement and the success metrics that will prove it's solved.

MethodsSynthesis workshop, problem framing, success metrics, personas & journeys
OutputsProblem statement · success metrics · project brief
3

Ideation & Concept Development

Define

Generate many directions, then converge on the one or two worth prototyping.

MethodsCrazy 8s, concept sketches, design studio, affinity sorting
OutputsConcept directions · storyboards · principles
4

Wireframing & Information Architecture

Design

Decide structure before pixels — the skeleton, the navigation, the content order.

MethodsSitemaps, lo-fi wireframes, IA card sorts, flow diagrams
OutputsSitemap · lo-fi wireframes · user flows
5

Prototyping

Design

Make it real enough to test. Speed beats fidelity here.

MethodsHi-fi mockups, interactive Figma prototypes, component-level proto
OutputsClickable prototype · interaction specs
6

User Testing & Validation

Design

Put the prototype in front of real users. Watch, listen, take notes — don't defend.

MethodsModerated usability tests, unmoderated tests, concept tests, A/B tests
OutputsTest report · validated insights · action list
7

Design Refinement & Handoff

Deliver

Polish the final design and package it so engineering can build without guessing.

MethodsDesign review, spec writing, token mapping, edge case docs
OutputsFinal designs · specs · token list · handoff doc
8

Implementation & Quality Assurance

Deliver

Build it, then make sure what shipped matches what was designed.

MethodsDesign QA, pixel review, accessibility audit, cross-device check
OutputsBuild · QA log · launch checklist
9

Post-launch Evaluation & Iteration

Learn

Measure what shipped against what you expected. Document. Repeat.

MethodsAnalytics review, user feedback, retrospective, decision log update
OutputsLaunch report · decision doc · next iteration plan

Phase Gates

Each phase has a checkpoint with the Design Lead before moving to the next. Phase gates are not optional — they ensure quality and alignment at every stage.

Designed to build.

What engineering needs from us — specs, states, edge cases, and the structure that turns a Figma file into shippable code.

Handoff Package

A complete handoff includes all of the following:

1. Final Designs

  • Locked, named, organised Figma file
  • All states: default, hover, active, disabled, error, loading, empty
  • All breakpoints: mobile, tablet, desktop

2. Specs

  • Spacing, sizes, alignment using BupaHive design tokens
  • Color references — token names, never raw hex
  • Typography — token names (text-md, font-semibold)

3. Behavior

  • Interactions, transitions, animations
  • Loading and empty states
  • Error handling
  • Edge cases

4. Accessibility

  • Heading hierarchy
  • Focus order and tab stops
  • ARIA labels and roles
  • Color contrast notes (WCAG 2.1 AA — 4.5:1 body, 3:1 large)
  • Screen reader behavior

5. Content

  • Final copy (UX writing reviewed)
  • Localization considerations (English LTR + Arabic RTL)

Pre-Handoff Checklist

  • Design Review complete
  • Design Checklist signed off
  • Accessibility annotations added
  • Specs generated
  • Engineering walkthrough scheduled
  • Tokens (not raw values) used throughout

Design QA During Build

  • Sync with Engineering at component level
  • Review staging environment
  • File QA tickets early
  • Sign-off before launch
Token rule: Reach for text-primary, bg-primary, border-primary — don't hardcode bupa-navy-900 directly in components.

From request to roadmap.

The operational backbone of design intake — how every incoming ask moves from submission to assignment to ship.

The Flow

Request → Triage → Scope → Prioritize → Assign → Kickoff
1

Request

Partner submits via Jira intake board. See How to Request Design Support.

2

Triage (within 2 working days)

  • Lead reviews the ticket
  • Confirms it has enough detail
  • Tags request type and size
3

Scope (if needed)

  • 30-min scoping call with requester
  • Defines deliverables, timeline, dependencies
  • Captures constraints
4

Prioritize

  • Reviewed in weekly intake meeting
  • Plotted on capacity board
  • Sequenced against existing work
5

Assign

  • Match to designer based on skills, capacity, growth
  • Add to designer's queue in Jira
6

Kickoff

  • 60-min meeting with requester, designer, key stakeholders
  • Aligns on goals, success metrics, timeline
  • Designer takes ownership

Prioritization Criteria

#Criterion
1Strategic alignment (OKRs)
2User impact (volume, severity)
3Business impact (revenue, risk)
4Effort vs value
5Dependencies and blockers

The kit we work with.

A master reference for the tools the UX practice runs on — what each one is for, who has access, and how to get yourself set up.

Sleek modern desk setup with multiple screens running design tools

Design

Figma
UI design, prototyping, libraries
All UX
Adobe CC
Imagery, illustrations, video
On request
IconScout
Icons, illustrations
All UX

Research

Research Tool
User testing, sessions
Researchers
Survey Tool
Surveys, quantitative input
All UX
Analytics
Behavioral data
On request

Collaboration

Notion
Wiki, docs, knowledge
All Bupa
Slack
Team communications
All Bupa
Jira
Tickets, intake, projects
All UX
Google Drive
File storage
All Bupa

Getting Access

1

Submit access request via internal form

2

Approval from your manager

3

Account provisioning (1–2 days)

Decisions, recorded.

A living log of meaningful UX choices — what we chose, the reasoning behind it, who weighed in, and what comes next.

All Decisions
0
Design Decision Document

Document key design decisions clearly and consistently. Use it during any design phase — whether it's a small UI change or a major feature update.

Upload BRD
Decision Summary
Brief overview of the design decision.
Comments*
Background / Context
Why was this decision needed? What problem are we solving?
Comments*
Goals and Success Metrics
What are the objectives this decision aims to meet?
Comments*
Considered Options
Comments*
Final Decision
What did we choose and why?
Comments*
Supporting Data
Comments*
Date of Decision
Next Steps
Document Owner
Revisions / Notes
Comments*

Nothing slips. Nothing skipped.

A project-level checklist that follows every UX engagement from kickoff through post-launch — research, design, validation, handoff, and learning.

All Project Checklists
0
UX Design Process Project Checklist

Tick items as the project progresses. Add a date on each task to track when it was completed.

1
2
3
4
5

A protocol that protects the work.

The UX Protocol Framework — a shared contract for setting pace, scope, standards, and handoffs, so design ships with accountability and cross-functional trust.

Professional signing a contract document with a pen
01 · Why we need this

Design without a protocol drifts. With one, it ships.

When the rules of engagement aren't shared, scope creeps, decisions get re-litigated, and quality erodes under deadline. The Protocol gives every project the same backbone — strategic alignment up front, predictable cadence in the middle, accountable handoff at the end.

Strategic alignment

Every brief begins anchored to a KPI or OKR — design serves the business, not the loudest stakeholder.

Predictable pace

Standing rituals replace chaotic check-ins. Teams know when decisions land, not just hope they will.

Scope discipline

Changes follow a written policy — not vibes. Add, extend, or defer with a clear sign-off authority.

Cross-functional trust

Engineering, product and business get the same view. Less "what's the design status?" — more "we're on track."

02 · What it is

A five-part contract for how design happens.

The Protocol isn't a methodology — it's the operating contract that wraps around our existing process. Five disciplined practices that align outcomes to strategy, give teams a rhythm, and make the work durable.

PRACTICE 01 Anchor Tie every project to a KPI/OKR with measurable outcomes.
PRACTICE 02 Scale Carry design culture across squads — patterns, language, standards.
PRACTICE 03 Embed Wire UX, engineering and business into one engagement plan.
PRACTICE 04 Connect Set expectations between product team and outside partners.
PRACTICE 05 Account Close every loop — sign-off, handoff, retrospective, archive.
03 · Iterating principles

How we move from idea to evidence.

P1
Flow begins with the problem, not the solution. We frame the question, the constraint, and the metric of success before opening Figma. Solutions arrive faster when the problem is sharp.
P2
Align deeply, then move fast. Front-load alignment with PM and engineering — the cost of one extra hour at kickoff is one less day of rework at handoff.
P3
Show working — not just outputs. Make the rationale visible. Trade-offs, options considered, and decisions taken belong in the record, not in someone's head.
P4
Validate with users, not opinions. Every meaningful design choice gets tested against a real user signal — interviews, prototypes, analytics, or live data.
P5
Reuse before you reinvent. Default to BupaHive components and patterns. New patterns are a deliberate choice with a documented reason.
P6
Adopt validated learning. Every cycle ends by feeding what we learned back into the playbook — patterns, principles, or guardrails.
04 · UX engagement plan

The cadence that keeps everyone in sync.

A predictable rhythm of touchpoints across the project lifecycle — short, scoped, and outcome-driven. Skip a beat and the team feels it.

Day 0

Kickoff Workshop

90 min. Problem framing, KPIs, scope, success criteria, risk surface. Required attendees signed off in writing.

Daily · 15 min

UX Standup

Async-first. Yesterday, today, blockers. PM and lead engineer welcome. No status theatre.

Weekly · 45 min

Cross-functional Sync

Walk the work, surface decisions needed, log scope changes. Time-boxed agenda, written notes shared same day.

Bi-weekly · 60 min

UX Review & Roundtable

Peer critique with the design team. Bring a clear question, leave with a clear action.

05 · Scope change policy

If it isn't written down and signed, it isn't a change.

Every scope change has a tier, a tactic, and a sign-off authority. The same rule applies whether the request comes from a PM, a stakeholder, or the design team itself.

Change Tier Tactic Sign-off
Minor visual change
Copy edits, spacing, color swap.
S Reuse existing pattern. UX Lead within 2 days
New screen or flow extension
Adds to the agreed scope without changing intent.
M Reuse or extend, no new patterns. UX Lead + Design Manager (2–5 days)
Material scope change
New deliverable, changed intent, or new audience.
L Re-plan or push to next sprint. UX Manager + PM (5–10 days)
Direction change
Strategy or KPI shift mid-project.
XL Pause, re-brief, restart from kickoff. Design Director + Product Lead
06 · Escalation & escapes

Stuck? There's a path.

Escalate when you've named the blocker, tried two options, and can't move within 24 hours. The ladder protects momentum without bypassing accountability.

1

Designer to UX Lead

Within 24 hours of identifying the blocker. Bring the question, the options, and the recommendation.

2

UX Lead to Design Manager

If the blocker is cross-team, or affects the agreed scope. Manager involves PM if needed.

3

Design Manager to UX Manager + PM

Strategy, resourcing, or timeline at risk. Joint decision, joint accountability, written record.

4

UX Manager to Director

Last resort. Reserved for direction changes or organisational blockers — not stuck design choices.

07 · UX diary & pre-mortem

The two practices that keep us honest.

UX Design Diary

A running, written log per project — decisions taken, alternatives considered, and the reasoning behind each. Living memory for the team.

  • One entry per material decision
  • Linked from the project page in Notion
  • Reviewed at every cross-functional sync
  • Source of truth in disputes

Pre-Mortem

Before kickoff signs off, the team imagines the project has failed and writes the autopsy. Surfaces risks while there's still time to remove them.

  • 30-min timed exercise at kickoff
  • Top three risks logged in the project plan
  • Owners and mitigations assigned
  • Revisited at mid-project review
08 · Final sign-off & handoff

Four signatures before it ships.

A bounded chain of approvals — fast when the work is clean, deliberate when it isn't. No ship without all four.

1

Stakeholder

Confirms the work meets the agreed brief and KPI.

2

UX Team Peer

Confirms craft quality, accessibility, and pattern reuse.

3

Design Manager

Reviews handoff completeness and process adherence.

4

Director

Approves to launch. Final accountability rests here.

09 · Supporting tools & templates

Reach for these — don't reinvent them.

UX BriefNotion template
Project ChecklistIn-wiki tool
Design Decisions LogIn-wiki tool
Handoff StandardsWiki page
Research Methods LibraryWiki page
Pre-Mortem WorksheetNotion template
Sign-off CardFigma template
UX Diary PageNotion template

What we gain when we follow the protocol.

Less drag, more impact. The same team, with the same deadlines, ships better outcomes when the contract is shared.

Real accountabilityOwnership lands clearly. Decisions stick because they're documented and signed.
Less bias for activityWe measure outcomes, not output. Fewer screens, more shipped value.
Higher UX maturityVisible practice raises trust with leadership and partners.
Clear, structured cadencePeople know what's next. Async-first, low-meeting, high-signal.
Compounding documentationEvery project leaves a trail others can learn from.
Pattern adoptionReuse rises, divergence falls — production stays consistent.

The protocol is a tool, not a tax. Use it to protect deep work, not to perform process. If a step doesn't add value to a specific project, raise it at the next UX Roundtable — the playbook is meant to evolve.

Designed by designers, for designers. Owned by the UX team. Reviewed quarterly. Open to contribution from any practitioner who's used it on a real project.

Latest from the practice

What's new in Bupa Design.

Releases, rituals, tools, and decisions from the UX & Research practice. Filter by category to find what you need.

Want to post an update? Drop a note in #ux-help on Slack or open a PR on the wiki repo with a new entry in 17-news.md.