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Design Patterns for Fantabulous Collaborations [UX London, April 2011]
 

Design Patterns for Fantabulous Collaborations [UX London, April 2011]

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How do you pull together a set of coherent activities to inspire a group to work collectively? Pulling from the creative practice at Adaptive Path and research on participatory design techniques, this ...

How do you pull together a set of coherent activities to inspire a group to work collectively? Pulling from the creative practice at Adaptive Path and research on participatory design techniques, this workshop covers design patterns for choreographing group work: identifying objectives, setting directions, curating collaborative activities and capturing meaningful outputs.

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    Design Patterns for Fantabulous Collaborations [UX London, April 2011] Design Patterns for Fantabulous Collaborations [UX London, April 2011] Presentation Transcript

    • Design patterns for fantabulous collaborationsCreating engagement & buy-inthrough participatory sessions Kate Rutter{ workshop } Experience Designer, Adaptive Path kate@adaptivepath.com @katerutter UX London 2011 • April 2011
    • You r name! ng ! A ski ll you bri ! to the room 5 minutes UX London 2011 • April 2011
    • In the next 3 ½ hours... Learn about patterns for UX Collaborative Workshops   Explore ways to plan fantabulously effective sessions.   Practice by planning an awesome collaborative session   UX London 2011 • April 2011
    • Getting startedRules of the roadFOR EACH ACTIVITY1 } One person acts as LEADER The leader manages the group’s time.2 } One person acts as RECORDER The recorder captures key information such as outputs and decisions.3 } One person is the STORYTELLER The storyteller shares the work with other groups.3 } All other participants are GROUP MEMBERS. Group members participate fully.For each activity, rotate these roles so that everyone hasa chance to participate in a new way. UX London 2011 • April 2011
    • Getting startedActivity : Mining our ExperienceINSTRUCTIONS1 } Working individually, jot down 3 things you’ve seen work well in collaborative sessions. Write each on a stickynote.2 } Now write down 3 things you’ve seen fail.3 } Discuss as a team & sort/cluster.4 } Identify the 3 top items in each group & write them on stickynotes. 10 minutes UX London 2011 • April 2011
    • Your guideposts onarchs! Post the notes on a bigTeam M flipchart page for reference. !! n awesomeFacilitatio Share your top items with the team next to you.   Facilitat ion FAIL! 2 minutes UX London 2011 • April 2011
    • CollaborationGetting people to worktogether in a way thatfurthers the goals ofeveryone in the room. UX London 2011 • April 2011
    • FacilitationMaking it easier to moveforward together. UX London 2011 • April 2011
    • Facilitation “ A process in which a person...who has no substantive decision- making authority diagnoses and intervenes to help a group improve how it identifies and solves problems and makes decisions, to increase the group’s effectiveness.” ~ Schwarz, Davidson, Carlson, Mckinney et al. The Skilled Facilitator Fieldbook “Facilitation helps leaders of group process guide people through complicated collaborations, with the goal of drawing out the best of each member, sharing understanding and building commitment to the team outcomes.” ~ The Grove Consultants International Best Practices for Facilitation UX London 2011 • April 2011
    • Participatory DesignInvolving the people we’reserving through design asparticipants in the process.~ Liz Sanders, Pioneer in Participatory Design MakeTools UX London 2011 • April 2011
    • WorksessionsAs a collaborationfacilitator, yourrole is to providea guiding star.  •  Help the participants do new and unfamiliar activities• Help participants work together, often with new or unfamiliar people.• Feel confident that their contributions are important and in support of something meaningful.   UX London 2011 • April 2011
    • WorksessionsFantabulous collaborationscome alive with...   A clear purpose The right people Guidance through the process Full participation Creating meaningful outputs Staying open UX London 2011 • April 2011
    • PatternsThings that work time after time. * Collaboration patterns are specific to groups of people or organizational cultures.A pattern consists of:• A problem or situation• The context in which it happens• A proposed solution that has worked over time UX London 2011 • April 2011
    • UX Collaboration 101Pattern : Opening a roomActivities :IntroductionsNeeds & expectationsSkills in the roomSuperpowerHuman Infographics * * Jared Spool   UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   Basics Patterns Tools Only critical Reoccurring To use for stuff that’s solutions that planning, making, unavoidable.   work.   sharing.   Practice UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   UX London 2011 • April 2011
    • Purpose Purpose Why you’re there & what you need to accomplish.   The Big Picture. The biggest, Purpose statement   broadest “why” statement.   Objective for What you need to accomplish the session   in the session together.  Experiences &perceptions   Artifacts   What you will make together. The session outputs.   UX London 2011 • April 2011
    • PurposeThe basicsFraming   Objective for What are we here to accomplish? the session   • Ideas? • Debate? • Consensus? What will we be doing together? • Activities? • Making things? • Generative work? • Refining work?   * Thanks to Cennydd and James   UX London 2011 • April 2011
    • PurposeThe basicsOutcomes  Artifacts   What are we going to make? • Sketches? • Models? • Flows? • Plans?   UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   ✓ UX London 2011 • April 2011
    • Questions? UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   UX London 2011 • April 2011
    • PeopleThe basicsOutcomes   Experiences & perceptions   What are we going to experience? • Conversation? • Co-Creation? • Debate? • Decision-making? What will the perceptions be? • Empathy? • Understanding?   • Visibility? • Trust? UX London 2011 • April 2011
    • PeoplePeopleWho’s in the room, why, and what they bring.   Participants   Getting the right group and the right-size group.   Identifying attributes and hypothesizing about behavior.   Envisioning their experiences & perceptions   UX London 2011 • April 2011
    • PeopleBasics: Getting the right groupWho needs to be in the room?• People responsible for the results• People responsible for making the thing• People whose work is impacted by the decisions Most often informed by organizational roles • Decision-making responsibility • Operational responsibility • Design responsibility UX London 2011 • April 2011
    • PeopleBasics: Getting the right groupWhat’s the right-sized group?• Creating 5 – 50 exploration, representation• Direction-setting 2 – 25 diversity, decisions• Resolutions 3 – 10 making decisionsMore than that? You’ll want separate sessionsand a summarizing session. UX London 2011 • April 2011
    • People Tool: Participant Card Captures key information about a potential participant in a session. It helps you remember collaborative behaviors and allows you to use card-sorting to curate worksessions. NameSimon Broadstreet!VP of Product Marketing! TitleShoes Division! Area  • Likes to be involved with every step.!• Yellow-Pen person! Helpful tidbits  • Advocate for UX!• Hard to schedule time with (3+ weeks out)! UX London 2011 • April 2011
    • PeopleTool: Participant ArchetypesDan Roam’s Pen peopleBlack pen “Hand me the pen” They jump up and draw or write.Yellow pen “I can’t draw, but...” They add to, highlight and annotate existing work.Red pen They sit back saying nothing until frustration hits, then they overwrite everything with a red pen. The hard-core, left-brain, business analytic type is often a red pen. * http://www.tompeters.com/cool_friends/content.php?note=010280.php UX London 2011 • April 2011
    • PeopleTool: Participant Archetypesde Bono’s Six Thinking Hats ®White hat Considers “what are the facts?”   States feelings and emotions, listens to instinctsRed hat and gut reactions.   Points out flaws and barriers and applies logic toBlack hat seek inconsistencies   States positive elements, identifiesYellow hat benefits and seeks harmony.   Makes contributions that are provocative andGreen hat investigating, seeing where a thought goes.  Blue hat Thinks about thinking.   * http://en.wikipedia.org/wiki/Six_Thinking_Hats http://www.mindtools.com/pages/article/newTED_07.htm UX London 2011 • April 2011
    • PeopleTool: Participant Spectrums n Simo treet! s BroadMapping the AttributesThinking Making  Planning-oriented Action-oriented  Hands-on Direct / delegate  Extroverted Introverted  Risk-averse Adventurous  Work in a team Work solo   UX London 2011 • April 2011
    • People Activity : Make Participant Cards INSTRUCTIONS 1 } Working individually, create cards for street! Broad arketing! potential collaborators at your work.Simon oduct MVP of Pr ision! Assign them a colored-pen archetype Sho es Div every involv step.! ed wit h (Dan Roam.) Aim for 3 cards. s to be • Like Pen person! t)! eks ou w- • Yello ate for UX! 3+ we c me with ( • Advo dule ti • Hard to sche 2 } As a team, share your cards and look for similarities and themes. 3 } Identify 2 über-archetypes, and create a new Participant card for each. 15 minutes UX London 2011 • April 2011
    • Your participants ! Introduce your 2 über-archetypes dstreet ! n Broa MarketingSimo oduct to the team next to you, and meet PrVP of ! ivision their über-archetypes.   S hoes D ep.! ery st with ev volved to be in • Likes Pen person! out)! ow- weeks • Yell ate for UX! e wit h (3+ c le tim E • Advo schedu leanor •H ard to Rig Inform by! ation A Appare r l Team chitect! ! • Quiet an • Black d observan t! • Yello pen person! w-hat • Stru ! ctu ambig red thinker uity! , unco mfortable with ! 2 minutes UX London 2011 • April 2011
    • PeopleIt’s really about this... UX London 2011 • April 2011
    • UX Collaboration 101Pattern : Group dynamicsActivities :Rules of engagementActivity within the first 10 minutes (5 is better)RolesGrouping people, changing groupsConfidencing UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   Simon Broadstreet! ✓ VP of Product! • Likes to be involved with every step.! UX London 2011 • April 2011
    • Questions? UX London 2011 • April 2011
    • Breaktime! 15 minutes UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   UX London 2011 • April 2011
    • ProcessProcessThe experiences and activities that will deliver the outcome.   Experiences & Activities   What activities are we going to do? • Design Studio? • Mental Model? • Stickynote clustering? • Sketchboards?   Artifacts   What output are we going to make? • Sketches? • Models? • Flows? • Plans?   UX London 2011 • April 2011
    • ProcessProcessThe experiences and activities that will deliver the outcome.   Purpose   People   Artifacts   Activities   UX London 2011 • April 2011
    • ProcessBasics: Finding effective activitiesTop go-to books UX London 2011 • April 2011
    • ProcessBasics: Finding effective activitiesTop go-to-next books UX London 2011 • April 2011
    • ProcessBasics: Finding effective activitiesOther inspirationsGrove Strategic Visioning IDEO Method CardsAgenda Planning Kit http://www.ideo.com/work/method-cardshttp://store.grove.com/product_details.html?productid=4 UX London 2011 • April 2011
    • ProcessBasics: Finding effective activitiesOld Faithfuls, the melba-toast of participatory sessions Design Studio : Sketching workshops ½ day to 3+ days Sketchboards : Sketching + review activities ½ day to 1 week Design Sprints : Rapid ideation and concepting 1 – 2 weeks UX London 2011 • April 2011
    • ProcessBasics: Finding effective activitiesOld Faithfuls, the melba-toast of participatory sessions Stickynote Freelisting + Cluster Dot-voting UX London 2011 • April 2011
    • UX Collaboration 101Pattern : TemplatesActivities :Print & provideHave participants draw them / make them UX London 2011 • April 2011
    • UX London 2011 • April 2011
    • ProcessTool: Activity Framework UX London 2011 • April 2011
    • ProcessTool: Activity Framework Helps identify and capture effective activities for group work. Highlights target areas for participatory group work. Use this to jot down potential activities and their role in the session. Session info   Scaffolding for the session   Sweet spots for participatory activities   UX London 2011 • April 2011
    • Process Tool: Session Planning Template Helps capture all the knowledge to date. Provides a place to see the whole session in one view. Supports logistical planning and time-boxing.Session info  Fill inwhat youalready Identifyknow.   estimated next steps   Sketch out the Jot down activity timing in blocks.   descriptions   UX London 2011 • April 2011
    • UX Collaboration 101Pattern : Timing IssuesActivities :Break planningTime to shareTransition timeRolling outputs UX London 2011 • April 2011
    • UX Collaboration 101Pattern : Share-outsActivities :Partner pairs : people or tablesPitchVolunteer groupsRound robinsGallery tour UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   ✓ UX London 2011 • April 2011
    • ProcessWhat it looks like UX London 2011 • April 2011
    • Questions? UX London 2011 • April 2011
    • Let’s put it alltogether. UX London 2011 • April 2011
    • Today’s scenarioYou’ve been invited to lead a new, big project foryour company, an athletic gear retailer. The newinitiative is to create an online training programpeople new to running.You have 1 week to come up with a plan thateveryone can get behind.Your strategy needs to answer:• What’s the product called?• What are the key experiences it delivers?• How will it make money?• What will it look like?• What features will you launch with? UX London 2011 • April 2011
    • Today’s scenarioSome Givens:The Purpose is: Create an online training program people new to running in order to better support new customers and to build a new product revenue stream.The Objective is: [pick one] Strategy: Design: Define the strategy and key Illustrate key elements of the elements of the offering, offering, including: including: • Key interactions for V1 launch • Core features for V1 launch • User flows • Illustrations of key moments • 3 options for the Home Page, in the experience including content and layout • Potential revenue models.   UX London 2011 • April 2011
    • All together now Activity : Plan a Worksession INSTRUCTIONS 1 } Working as a group and using all the tools at your disposal, plan a worksession for a day-long product planning/design collaboration. 2 } As a team, choose either the strategy or the design workshop to plan. 3 } Come up with the artifacts and a workshop plan for the collaborative session.30 minutes 3 } For the people, Use the Participant Cards that you developed earlier. UX London 2011 • April 2011
    • Your Worksession Update: The CEO has asked you to give a pitch of the workshop plan to the entire board. Today. You have 3 minutes to make your team look like rock stars. Pitch to the team at the next table.   6 minutes UX London 2011 • April 2011
    • UX Collaboration 101Pattern : Capture OutputsActivities :In-flight blackboxPhotographyGroup summary UX London 2011 • April 2011
    • Our plan of actionPurpose People ProcessWhy you’re there Who’s in the The experiences& what you need room, why, and and activitiesto accomplish.   what they bring.   that will deliver the outcome.   ✓ Simon Broadstreet! VP of Product! • Likes to be involved with every step.! ✓ ✓ UX London 2011 • April 2011
    • The real goalTo foster open, participatory processesthat enable teams to work togethermore effectively, more enjoyably andmore honestly, so that they can deliverinspired products to the world. UX London 2011 • April 2011
    • The real goalTo foster open, participatory processesthat enable teams to work togethermore effectively, more enjoyably andmore honestly, so that they can deliverinspired products to the world. P URE ESO MEAW UX London 2011 • April 2011
    • Readings & ReferenceRapid Problem Solving with Post-it® Notes I Hate Sports But I Love Kickoffs.David Straker, 1997 Presentation, IA Summit 2010; Kevin Hoffman, Happy Cog http://www.slideshare.net/kevinmhoffman/i-hate-sports-Gamestorming: A Playbook for Innovators, Rulebreakers, and but-i-love-kickoffs-how-to-create-a-successful-project-Changemakers culture-from-the-first-meetingDave Gray, Sunni Brown & James Macanufo; 2010 Discombobulation, Fire-Breathing Dragons and WetBest Practices for Facilitation Noodles: Creating Productive Workshops in Scary SituationsDavid Sibbet, The Grove, 2005 Presentation, IA Summit 2011; Beth Koloski http://www.slideshare.net/bkoloski/discombobulationInnovation GamesLuke Hohmann; 2006 Good Design Faster Design Workshop Adaptive Path, Brandon Schauer & Leah Buley,; 2009The Back of the Napkin http://www.slideshare.net/webwallflower/good-design-Dan Roam; 2008; http://www.thebackofthenapkin.com faster-slides-failcon-2010Visual Meetings : How Graphics, Sticky Notes & Idea Towards an ontology of collaboration patterns.Mapping Can Transform Group Productivity Jonas Pattberg, Matthias Fluegge; 2007David Sibbet; 2010 http://subs.emis.de/LNI/Proceedings/Proceedings120/gi- proc-120-007.pdfUndercover User Experience DesignCennydd Bowles & James Box; 2011 IDEO Method Cards http://www.ideo.com/work/method-cards/A Pattern LanguageChristopher Alexander, Sarah Ishikawa & Murray Silverstein; Liz Sanders, Participatory Design;1977; http://www.patternlanguage.com/ http://www.maketools.com/ The Grove Consultants; www.grove.com UX London 2011 • April 2011
    • thanks! Selected slides from the deck will be on slideshare at: www.slideshare.net/intelleto Kate Rutter, Experience Designer kate@adaptivepath.comCredits to Leah Buley for selected www.adaptivepath.comsketches and to the Adaptive Path folks twitter : @katerutterwho shared their project work. @adaptivepath UX London 2011 • April 2011
    • Resources UX London 2011 • April 2011
    • Collaboration planning : handy terms & concepts Purpose !The big picture. What are we trying to accomplish Examples: Increase customer loyalty through in the broad sense. What does this effort serve?
 social media. Increase real-time sales data by design & building an iPad app for our sales force.! Objective !Action plan for the session. What are we trying to Examples: Sketch possible social media accomplish today. What are the outcomes of our interactions. Identify data and tasks for iPad time together?
 features.
 Artifacts !What will we create together? 
 Examples: sketches, mind maps, lists, models....   Patterns !Recurring themes for how our organization collaborates best. Often dependent on specific people and personalities at first, but over time can become how the organizational culture behaves in general.! THE C R EATI V E P R O C E S S! GENERATIVE! EVALUATIVE! Creation of ideas, concepts, thinking Refinement, synthesis, evaluation and outputs. Focus on possibilities, exploration, prioritization. Focus on refinement, openness and quantity of outputs. 
 directions and quality of outputs. ! Mindset:! Mindset:! • Open! • Oriented! • Generative! • Critique! • Synthesis! • Analytical! • Exploratory! • Clear! • Free of constraints   • Results-driven   UX London 2011 • April 2011
    • Collaboration planning : handy terms Frame !As in, framing the problem. Set the context for the ! Talk !When a facilitator or session leader is session. Give the purpose, the big picture and a speaking.! high-level view of the process. Follow with the objective for the session.! ✓   Discuss !Conversation in the group. Most important way to share thinking, but can easily get Inform !Deliver information. Could be background on the !✓   out of hand.
 problem or challenge, known needs or constraints.! Group discussion: The whole group
 Expose !Introduce new and unfamiliar information. This Distributed discussion: Breakout✓   could be prior work done, new concepts or groups. Need to keep in mind that each terminology. Anything that might be unfamiliar to group will have itʼs own experience.! people.! Make !The creation of things, making of ideas. ! Educate !Teach. Use sparingly. Teaching tends to blend into Tangible, hands-on methods work best. preaching, and shifts the dynamic of the session Depending on the group, making can be from collaborative to presentation.! independent, group-informed or co- created.!✓   Instruct !Used specifically in collaboration sessions to mean Decide !Make decisions. Dot-voting is your friend.! giving instructions for an activity. ! Brainstorm !Opening up ideas. Follow the rules of ✓   Capture !Document & sharing the contributions, brainstorming. It makes a big difference in how it insights, ideas, decisions and process. goes.! Crucial to developing trust in participatory activities, tracking progress, identifying Explore, !Any activity that is a means of making. Tangible, collaboration patterns and articulating create & visible methods work much better than open results. ! refine   conversation.! Synthesize !Combining ideas and revealing patterns and themes. Difficult for a new group to do, but very powerful when done together. Often needs K E Y! guidance.! The collaboration sweet spot. Areas that set the stage Prioritize !Ordering items by importance. Every prioritization and guide participation. Focus time & effort here.! activity needs a criteria to guide the process.! ✓   Important to do well. Keep clear and concise.! Summarize !Wrapping it up clearly and concisely and✓   connecting to what comes next.! ! Common traps. Things that undermine full participation and group action.   UX London 2011 • April 2011
    • Collaborative Session Template session n a m e & d a t e!P U R P O S E! P E O P L E! P R O C E S S! P A T T E R N S! t i m e l i n e! l e a r n i n g s! +o b j e c t i v e! -a r t i f a c t s! N E X T S T E P S! UX London 2011 • April 2011
    • Collaborative Session Activity Framework session n a m e & d a t e! A C T I V I T Y!R O L E! TALK! ! DISCUSS! ! ✓   MAKE! DECIDE! CAPTURE! ✓   Frame! Inform! ✓   Expose! ✓   Educate! ! Instruct
 ✓   (directions, etc.)! Brainstorm!Explore,create &refine ideas! Synthesize! Prioritize! Summarize! ✓   UX London 2011 • April 2011
    • Collaborative Session Activity Planning Framework session n a m e & d a t e! A C T I V I T Y!R O L E! TALK! ! DISCUSS! ! ✓   MAKE! DECIDE! CAPTURE! ✓   UX London 2011 • April 2011
    • Jedi Mind Tricks : Amazingly helpful statements for collaborative sessions. Why?! (and why?)! How (and why?)! What about this (and why?)! might could be true?! (and why?)! we...! Letʼs take 10 minutes Let me make sure that I understand and draw out what what you mean. (then summarize)
 that could look like.! Is that correct?! Letʼs flip it around. What are 3 ways we can ensure this fails?! What are your thoughts? 
 What would be the
 (to a participant who 
 has yet to contribute.)! impact of this? 
 Thank you for What would change as a result?! your candor.! Letʼs not be afraid to What would talk about the risks.! increase confident in this choice?! UX London 2011 • April 2011