Pen & paper techniques for
getting from research to design
Kate Rutter kate@adaptivepath.com

BayCHI | June 9, 2009
we are
A little about me…


                                Kate R.
                                I’m a designer and str...
First, a story...


BIG opportunity space




                                       large shifting team




             ...
So here’s what we did:
And it was awesome.
             Compelling insights

  Shared understanding
           New perspectives

  Clear implicat...
What made it work?
        Visual approach
        activated a different
        way of working               Pen & paper ...
Why work visually?
                       Pictures
  Visual ideas     communicate a     Images help
  get through      mor...
How could we do this again?
We’ll cover…
                  What you need to get started :
                  tools  techniques




                    ...
Warm-up

          INSTRUCTIONS


          Make a nameplate.
          1.  On a piece of paper write your name in a
     ...
Your toolkit
   Surfaces                         Utensils
        1/2 sheets
    squares  quarters
                       ...
Your toolkit
        Marks

  WORDS                    LINES         PICTURES

    case                                   ...
Your toolkit
       Layouts                          And also...
centered                                size
            ...
process: see

Here is our process
Transcripts
                           Jotting
Note taking

  Coding

Spreadsheets


               And more!
Jotting


           Jotting breaks down
          observations into their
           most elemental parts 
          and ...
The scenario:


  You are a researcher on a project
  to develop innovative solutions
  for common household
  organizatio...
min]

Activity

                                       INSTRUCTIONS
     I love to come home after a
 long day. When I get...
Activity

           INSTRUCTIONS


           Let’s jot an audio transcript.
           1.  Now, listen to this three-min...
next?



What do we do
with all these
pieces of paper?
Relationship
  Models

Word Sort                  Theme
                           Boards
Bottom-up
 Sorting

Affinity Diag...
Theme Boards
Theme Boards

                Theme boards display
               the results of synthesis. 
               They show the ...
Reports

Presentations
                            Concept
Storyboards                 Sketches
  Decks
  Books
Video Reel...
Concept Sketching


                    Concept sketches capture
                      a story, illustrate the
           ...
Handy visual layouts

   Mind Maps                               2 x 2s
                       Graphs




      Grids     ...
Bringing it all together

                     Use the concept
                     sketches, jots 
                  supp...
Hinge from
research…




             …to design
From concept sketch…   … to storyboard
From concept sketch…   … to information architecture
From concept sketch…   … to interface prototype
What we covered....
                 What you need to get started :
                 tools  techniques




               ...
THINK ABOUT...



What 3 things can
you start using
tomorrow?
GETTING THE GOODS


Download the workbook  deck from:
• www.intelleto.com (after Friday!)


               Kate Rutter kat...
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See => Sort => Sketch: Pen & Paper Techniques for Getting From Research to Design

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See => Sort => Sketch: Pen & Paper Techniques for Getting From Research to Design

  1. 1. Pen & paper techniques for getting from research to design Kate Rutter kate@adaptivepath.com BayCHI | June 9, 2009
  2. 2. we are A little about me… Kate R. I’m a designer and strategist. Making things visible and visual makes my heart sing. Adaptive Path Adaptive Path is a User Experience strategy and design consultancy. Our mission is to help companies make products and services that deliver great experiences that improve people’s lives.
  3. 3. First, a story... BIG opportunity space large shifting team money & time constraints
  4. 4. So here’s what we did:
  5. 5. And it was awesome. Compelling insights Shared understanding New perspectives Clear implications for design
  6. 6. What made it work? Visual approach activated a different way of working Pen & paper tools were accessible and fast Concepts hinged The insights carried directly to design from research implications into design
  7. 7. Why work visually? Pictures Visual ideas communicate a Images help get through more complete groups move faster idea faster...together So that the resulting designs reflect the people and their needs.
  8. 8. How could we do this again?
  9. 9. We’ll cover… What you need to get started : tools techniques A simple method activities! A way to take this home with you.
  10. 10. Warm-up INSTRUCTIONS Make a nameplate. 1.  On a piece of paper write your name in a way that communicates something about who you are. 2.  Then make a sketch of some kind that says something about you. 3.  Do it in 2 minutes.
  11. 11. Your toolkit Surfaces Utensils 1/2 sheets squares quarters sharpies stickies markers sheets colored pencils templates colored chalks poster board rolls of paper crayons!
  12. 12. Your toolkit Marks WORDS LINES PICTURES case symbols case weight Case CASE lettering texture icons drawings Takes only seconds more than writing! shading
  13. 13. Your toolkit Layouts And also... centered size list cluster shape grid linear color tree radiant
  14. 14. process: see Here is our process
  15. 15. Transcripts Jotting Note taking Coding Spreadsheets And more!
  16. 16. Jotting Jotting breaks down observations into their most elemental parts and captures the weight of each idea.
  17. 17. The scenario: You are a researcher on a project to develop innovative solutions for common household organization problems. You’ll practice jotting items from a short clip of an interview, using pen paper tools. Try to capture the emotional energy along with key messages.
  18. 18. min] Activity INSTRUCTIONS I love to come home after a long day. When I get here, it just feels like this is the place I can Jot what you observe. hide from the world, or recover, 1.  Read this quote from a user or just be alone. It's all my stuff interview. and everything is where I want it. It's like a nest. Well, 2.  As you read, jot any significant sometimes it’s a nest. But ideas or themes that you observe. sometimes it's more like a 3.  Jot one observation per project. There's always piece of paper. something that needs to be 4.  Do it in 2 minutes. done.
  19. 19. Activity INSTRUCTIONS Let’s jot an audio transcript. 1.  Now, listen to this three-minute transcript. 2.  As you listen, jot what you observe. 3.  Use line weight, color, and imagery to distinguish the big themes from the smaller ideas. 4.  Do it in 5 minutes.
  20. 20. next? What do we do with all these pieces of paper?
  21. 21. Relationship Models Word Sort Theme Boards Bottom-up Sorting Affinity Diagrams Clustering And more!
  22. 22. Theme Boards
  23. 23. Theme Boards Theme boards display the results of synthesis. They show the patterns and themes that act as a bridge to the design process.
  24. 24. Reports Presentations Concept Storyboards Sketches Decks Books Video Reels Personas And more!
  25. 25. Concept Sketching Concept sketches capture a story, illustrate the relationships of elements, or a communicate a core set of related ideas.
  26. 26. Handy visual layouts Mind Maps 2 x 2s Graphs Grids Mandalas
  27. 27. Bringing it all together Use the concept sketches, jots supplemental material to craft stories and implications for design.
  28. 28. Hinge from research… …to design
  29. 29. From concept sketch… … to storyboard
  30. 30. From concept sketch… … to information architecture
  31. 31. From concept sketch… … to interface prototype
  32. 32. What we covered.... What you need to get started : tools techniques A simple method activities! A way to take this home with you.
  33. 33. THINK ABOUT... What 3 things can you start using tomorrow?
  34. 34. GETTING THE GOODS Download the workbook deck from: • www.intelleto.com (after Friday!) Kate Rutter kate@adaptivepath.com

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