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Research & Design Methods, Mad*Pow - HxD2013
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Research & Design Methods, Mad*Pow - HxD2013

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Slides from Research & Design Methods presentation at HxD2013 with Megan Grocki and Michael Hawley.

Slides from Research & Design Methods presentation at HxD2013 with Megan Grocki and Michael Hawley.

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  • 1. RESEARCH AND DESIGN METHODSIN HEALTHCAREMichael HawleyMegan GrockiAdam Connor@madpow
  • 2. THE CHALLENGE @hxdconf
  • 3. Observe / SynthesizeEvaluate Create / Refine @hxdconf
  • 4. OBSERVE/EVALUATE: USER RESEARCH FOUNDATIONAL & TESTING & INSPIRATIONAL VALIDATION •  Ethnography, Contextual Inquiry, •  Usability Testing, Desirability Testing Interviewing •  Identifies user experience •  Informs overall design direction considerations and guides design and aligns teams @hxdconf
  • 5. USABILITY TESTING & VALIDATIONStructured analyses for uncovering user experience considerations.•  Applies to many stages of design lifecycle•  Informs product roadmap•  Generates actionable feedback•  Builds awareness of user-centered approach @hxdconf
  • 6. FOUNDATIONAL RESEARCH We’ve just got to You’re the get this thing outdesigner, just the door Steve Jobs didn’tmake it look I know this We have market pretty do research, did good market he? well research @hxdconf
  • 7. Copy TrendsWhy Research? Design is Decision Making Experiment, Learn and Adjust Intuition or Preferences Informed by Research @hxdconf
  • 8. FOUNDATIONAL RESEARCH“There is surely nothing quite so useless asdoing with great efficiency that which should notbe done at all.”- Peter Drucker @hxdconf
  • 9. RESEARCH IN HEALTHCAREComplexities and interconnectedness challenge designers.•  Layers of coordination for care, billing, compliancy, privacy•  Best of intentions to develop an app or product may prove ineffective when considering entirety of experience @hxdconf
  • 10. STEP 1: WHAT QUESTION ARE YOU ANSWERING? User Task/ Concept Business Usability Workflow @hxdconf
  • 11. Step 2: WHAT METHOD TO USE? http://www.useit.com/alertbox/user-research-methods.html @hxdconf
  • 12. RESEARCH OUTPUTPersonas and Scenarios & DesignMotivations Stories Principles @hxdconf
  • 13. Observe / SynthesizeEvaluate Create / Refine @hxdconf
  • 14. SYNTHESIZE: JOURNEY MODELSICE BREAKING ê  Personas include a narrative, but sometimes we need more detail than a snapshot can showê  Journey models help us write a narrative or illustrate a visual story of interactions and relationships @hxdconf
  • 15. BRINGING THE AUDIENCE TO LIFEICE BREAKING ê  It’s not just about a couple of interactions or opportunities, it’s about the big picture, over the course of time ê  It’s easy to get lost in data and demographics, but don’t forget about the “soft” elements ê  See the whole story, not just one key glamour shot span numerous channels. @hxdconf
  • 16. OUTSIDE –IN, NOT INSIDE OUTICE BREAKING @hxdconf
  • 17. WHAT IS A JOURNEY MODEL?ICE BREAKING @hxdconf
  • 18. WHAT IS A JOURNEY MODEL?ICE BREAKING @hxdconf
  • 19. WHAT IS A JOURNEY MODEL?ICE BREAKING @hxdconf
  • 20. WHAT IS A JOURNEY MODEL?ICE BREAKING @hxdconf
  • 21. WHAT IS A JOURNEY MODEL?ICE BREAKING @hxdconf
  • 22. WHAT IS A JOURNEY MODEL?ICE BREAKING @hxdconf
  • 23. POTENTIAL VS. REALITYICE BREAKINGê  Howit could be (happy path)ê  How it really is (more realistic path) Source: Andrea Resmini & Dan Willis @hxdconf
  • 24. HOW ARE JOURNEY MODELS USED?ICE BREAKINGê  Create strategic vision prior to detailed designê  Build consensus with stakeholders, showing opportunities across the ecosystemê  Identify key interactions to prototype and test @hxdconf
  • 25. HOW DO YOU MAKE A JOURNEY MODEL?ICE BREAKINGê  Identify the patients or usersê  Craft realistic scenariosê  Develop the best template typeê  Review research & fill gapsê  Create the journey map or modelê  Share and iterate (ongoing)ê  Don’t forget to use them! @hxdconf
  • 26. WHAT DO YOU INCLUDE IN A JOURNEY?ICE BREAKINGê  Goals ê  Perceptionsê  Timeline ê  Motivesê  Emotions ê  Expectationsê  Touch Points ê  Audioê  Actions ê  Videoê  Opportunities @hxdconf
  • 27. TELLING THE STORY AND KEEPING THE JOURNEY ALIVEICE BREAKING ê  Shout from the rooftops!ê  Display prominently in work areasê  Invite the personas and their journey models to meetingsê  When new research is done, update the journey model @hxdconf
  • 28. Observe / SynthesizeEvaluate Create / Refine @hxdconf
  • 29. Solution Solution Solution Solution Solution Solution Solution Solution Solution @hxdconf
  • 30. CHALLENGES…ê  Getting agreement on which concepts to refine, eliminate, and eventually which to choose, can take a very long time.ê  Never enough time and money to fully flesh out and evaluate every idea with users.ê  As projects progress, new requirements and constraints often emerge.ê  Late involvement from key stakeholders can disrupt flow and restart “What if…” thinking. aka: Swoop-n-poop @hxdconf
  • 31. Solution Solution Solution Solution Solution Solution Observe / Solution Synthesize Solution EvaluateDesign Studio = + Create / Refine Solution @hxdconf
  • 32. Sketch  Present  Critique @hxdconf
  • 33. Sketch  Present  Critique @hxdconf
  • 34. Sketch  Present  Critique @hxdconf
  • 35. Sketch  Present  Critique @hxdconf
  • 36. WHO’S INVITED?ê  Cross functional representationê  Include Key Stakeholders!ê  6-20 peopleê  Participants are divided into balanced teams of 3-6 people. @hxdconf
  • 37. http://www.john.do/blog/wp-content/uploads/2010/08/mouse-trap-1.jpg THE SETUP FOUNDATION AND MATERIALSê  Personasê  Scenariosê  Design Principlesê  Business Goalsê  Materials: a timer, paper, black markers, tape, red & green pens, butcher paper @hxdconf
  • 38. STARTING THE ACTIVITYê  Each group is assigned a scenario and corresponding scenario.ê  Groups may work on the same or different scenarios and personas based on the goals and time constraints of the workshop.ê  For each scenario groups will sketch, present, critique and refine their design ideas over the course of 3 rounds. @hxdconf
  • 39. @adamconnor @hxdconf
  • 40. Rectangle EllipseTriangle Wavy Line @adamconnor @hxdconf
  • 41. @hxdconf
  • 42. @hxdconf
  • 43. 3 ROUNDS (CHARRETTES)1 WHAT HAPPENS Individuals sketch as many ideas as they can 2 WHAT HAPPENS Individuals sketch 1 idea in 5-8 minutes based on 3 WHAT HAPPENS Teams collaboratively sketch 1 idea for 20-25 come up with in 5-8 ideas and critique shared minutes based on the minutes. in the previous charrette. previous 2 charrettes. WHY WHY WHY Generate as many ideas Allow individuals to form Understand how groups as possible without time their own conclusions on compromise and where for over-analyzing. the strongest ideas. consensus has surfaced. @hxdconf
  • 44. CRITIQUE HELPS PARTICIPANTS TO…ê  Analyze ideas against the personas, scenarios, goals and principles that frame the project.ê  Collectively identify which ideas are most important in creating an effective design.ê  Avoid group-think, design-by-committee and preferential based decision making. @hxdconf
  • 45. http://www.youtube.com/watch?feature=player_embedded&v=bPNyK7XTy6oTHE AFTERMATHê  Identify and discuss common themes, patterns and components.ê  Document and open questions and assumptions.ê  Collect all of the sketches.ê  Regroup the design team to consolidate into one core concept. @hxdconf
  • 46. FROM SKETCH TO FINAL DESIGN @hxdconf
  • 47. DESIGN STUDIO BENEFITS…ê  Good ideas can come from anywhere. With Design Studio we get more of them.ê  It helps build a shared understanding of the problem space and different perspectives individual team members have of it.ê  It surfaces key considerations and requirements early in the design process.ê  It speeds up the design timeline in a project by building consensus faster than the traditional process.ê  Builds a shared sense of ownership and collaboration in the creation of the solution. @hxdconf
  • 48. Observe / SynthesizeEvaluate Create / Refine @hxdconf
  • 49. THANK YOU Michael Hawley Chief Design Officer @hawleymichael Megan Grocki Experience Design Director @megangrocki Adam Connor Experience Design Director @adamconnor @hxdconf

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