0
Pen & paper tools for getting
from research to design
IA Summit | April 8, 2010 | #penpapertools
Kate Rutter kate@adaptive...
A little about me…
                              @katerutter
                              I’m a designer and strategist.
...
What’s the whole point?




   To create products & services that delight,
   that inspire and that improve the lives of
 ...
First, a story...


BIG opportunity space




                                       large shifting team




             ...
So here’s what we did:
So here’s what we did:
So here’s what we did:
And it was awesome.
         Vibrant stories captured visually

  Shared understanding
         Compelling insights

  Cle...
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




                       A...
Warm-up

          INSTRUCTIONS


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

  WORDS                    LINES         PICTURES

    case                                   ...
Your toolkit
       Layouts                          And also...
centered                                size
            ...
the plaguing thought of...

“but I can’t draw”
when you think               instead, think

 I can’t draw                I...
Here is our process
Here is our process
Here is our process
Transcripts
                                       Jotting
Note taking

  Coding

Spreadsheets
           Video   Audio
  ...
Jotting
Jotting




          EPIC : October 2008 : p. 23
Jotting


           Jotting breaks down
          observations into their
           most elemental parts 
          and ...
Let’s do an experiment


  You’ll practice jotting items from a
  short clip of an interview, using pen
   paper tools. Tr...
Activity

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

           INSTRUCTIONS


           Let’s jot an audio transcript.
           1.  Now, listen to this three-min...
Some examples
Some examples
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
Some examples
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...
Moving into design
Project Management

   Marketing
        Product Management
          Business strategy
              Product engineering!
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




                     A si...
Why are we doing this?
So that the stuff we design connects with
real people...
  their true stories, their honest emotion...
Why are we doing this?
So that the stuff we design connects with
real people...
  their true stories, their honest emotion...
Why are we doing this?
So that the stuff we design connects with
real people...
  their true stories, their honest emotion...
THINK ABOUT...



What 1 thing 
can you start using
tomorrow?
MORE UX GOODNESS

                        Portland, OR
                        • Pre-con : May 19
                        ...
GETTING THE GOODS

kate@adaptivepath.com
www.adaptivepath.com

@katerutter
www.intelleto.com

The slides will be on
intell...
Upcoming SlideShare
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See->Sort->Sketch : Pen & Paper Tools to get from Research to Design : IA Summit 2010 version

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In the world of user experience, learning about your customers is key to making great stuff. But design research reports are dense and boring. Unlock the power of sketching and pen and paper tools to create research outputs that are vibrant, sticky and that reflect personality, human perspective and that move seamlessly into design.

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  1. 1. Pen & paper tools for getting from research to design IA Summit | April 8, 2010 | #penpapertools Kate Rutter kate@adaptivepath.com
  2. 2. A little about me… @katerutter I’m a designer and strategist. Designing delightful experiences makes me tick. 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. What’s the whole point? To create products & services that delight, that inspire and that improve the lives of the people who use them.
  4. 4. First, a story... BIG opportunity space large shifting team money & time constraints
  5. 5. So here’s what we did:
  6. 6. So here’s what we did:
  7. 7. So here’s what we did:
  8. 8. And it was awesome. Vibrant stories captured visually Shared understanding Compelling insights Clear implications for design
  9. 9. 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
  10. 10. 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 real people and their needs.
  11. 11. How could we do this again?
  12. 12. We’ll cover… What you need to get started : tools techniques A simple method activities! A way to take this home with you.
  13. 13. 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.
  14. 14. Your toolkit Surfaces Mark-makers 1/2 sheets squares quarters sharpies stickies markers sheets colored pencils templates colored chalks poster board rolls of paper crayons!
  15. 15. Your toolkit Marks WORDS LINES PICTURES case symbols case weight Case CASE lettering texture icons drawings Takes only seconds more than writing! shading
  16. 16. Your toolkit Layouts And also... centered size list cluster shape grid linear color tree radiant
  17. 17. the plaguing thought of... “but I can’t draw” when you think instead, think I can’t draw I’ll try a little each day I don’t know how I’ll use text, but with more to start texture My stuff looks it’s like grammar, not art crappy
  18. 18. Here is our process
  19. 19. Here is our process
  20. 20. Here is our process
  21. 21. Transcripts Jotting Note taking Coding Spreadsheets Video Audio And more!
  22. 22. Jotting
  23. 23. Jotting EPIC : October 2008 : p. 23
  24. 24. Jotting Jotting breaks down observations into their most elemental parts and captures the weight of each idea.
  25. 25. Let’s do an experiment 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.
  26. 26. 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.
  27. 27. Activity INSTRUCTIONS Let’s jot an audio transcript. 1.  Now, listen to this three-minute transcript. 2.  As you listen, jot what you hear. 3.  Use line weight, color, and imagery to distinguish the big themes from the smaller ideas. 4.  Do it in 5 minutes.
  28. 28. Some examples
  29. 29. Some examples
  30. 30. What do we do with all these pieces of paper?
  31. 31. Relationship Models Word Sort Theme Boards Bottom-up Sorting Affinity Diagrams Clustering And more!
  32. 32. Theme Boards
  33. 33. Theme Boards Theme boards display the results of synthesis. They show the patterns and themes that act as a bridge to the design process.
  34. 34. Reports Presentations Concept Storyboards Sketches Decks Books Video Reels Personas And more!
  35. 35. Concept Sketching
  36. 36. Some examples
  37. 37. Concept Sketching Concept sketches capture a story, illustrate the relationships of elements, or a communicate a core set of related ideas.
  38. 38. Handy visual layouts Mind Maps 2 x 2s Graphs Grids Mandalas
  39. 39. Bringing it all together Use the concept sketches, jots supplemental material to craft stories and implications for design.
  40. 40. Moving into design
  41. 41. Project Management Marketing Product Management Business strategy Product engineering!
  42. 42. Hinge from research… …to design
  43. 43. From concept sketch… … to storyboard
  44. 44. From concept sketch… … to information architecture
  45. 45. From concept sketch… … to interface prototype
  46. 46. What we covered What you need to get started : tools techniques A simple method activities! A way to take this home with you.
  47. 47. Why are we doing this? So that the stuff we design connects with real people... their true stories, their honest emotions and their most important needs.
  48. 48. Why are we doing this? So that the stuff we design connects with real people... their true stories, their honest emotions and their most important needs. P URE ESO ME AW
  49. 49. Why are we doing this? So that the stuff we design connects with real people... their true stories, their honest emotions and their most important needs. P URE ESO ME AW
  50. 50. THINK ABOUT... What 1 thing can you start using tomorrow?
  51. 51. MORE UX GOODNESS Portland, OR • Pre-con : May 19 • Conference: May 20-21 www.webvisionsevent.org | @webvisions Amsterdam: Apr 26-29 | San Francisco: Jun 27-30 www.adaptivepath.com/events 15% off with code FOKR San Francisco: Aug 24-27 www.uxweek.com 15% off with code FOKR
  52. 52. GETTING THE GOODS kate@adaptivepath.com www.adaptivepath.com @katerutter www.intelleto.com The slides will be on intelleto.com and slideshare in the near future... Credits to Leah Buley and Rachel Hinman for collaborating on this material and to the Adaptive Path folks who shared their project work.
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