Smoothing the Way The Designer as Facilitator Adaptive Path UX Week 2007 presented by Jess McMullin nForm User Experience | www.nForm.ca August 13, 2007

I’m here to talk about a problem …

Blue sky

Blue Sky Barrier

Reference: “The Chaos Chronicles”, The Standish Group, 2003. 51% Challenged 34% On time On budget 15% Cancelled 66% Failure Rate

66%

That’s 2 out of 3 projects

I’m here to talk about an opportunity

Increasing Influence

User Centered Design

U.S.E.R. ™

So what’s next?

we have reached the point in our practice where the barriers to increasing influence are not about better methods for working with users, but for working with business. I believe

we have reached the point in our practice where the barriers to increasing influence are not about better methods for working with users, but for working with business.

Pivot 180 º

Value Centered Design

Business Centered Design

Business Centered Design: 1. Using design methods and tools to understand business needs and context. 2. Beyond your run-of-the-mill business discovery 3. One half of value-centered design 4. Beginning of increasing our influence

The Next 30 Minutes Traditional Facilitation vs. Design Facilitation Breaking the Review and Approve Cycle Design Facilitation Tools + Principles Getting Started Yourself

Traditional Facilitation vs. Design Facilitation

Breaking the Review and Approve Cycle

Design Facilitation Tools + Principles

Getting Started Yourself

Traditional Facilitation vs. Design Facilitation

Same

Remove Roadblocks

Unlock Potential

Different

Design facilitation has a point of view. [removed photo of happy user]

And a set of tools

Empathy Insight Synthesis Framing Experiential Problem Solving

Empathy

Insight

Synthesis

Framing

Experiential Problem Solving

Breaking the Review & Approve Cycle

2 Ways to think about Deliverables

Deliverables That Define Solutions 1 st

Review & Approve

Review & Approve

Power Imbalance

Exercise

Draw a house

Pair Up. Person who’s birthday is next is the reviewer.

Review the house. How well does it match the house you drew?

Now draw a house together.

To design the right solution we have to define the right problem.

Deliverables That Define Problems 2 nd

Boundary Objects

As Arias and Fischer (2000) write, "Fundamental challenges facing communities of interest are found in building a shared understanding of the task at hand (which often does not exist upfront, but is evolved incrementally and collaboratively…). Members of communities of interest need to learn to communicate with and learn from others who have a different perspective and perhaps a different vocabulary for describing their ideas. [They need to] establish a common ground and a shared understanding.“

As Arias and Fischer (2000) write, "Fundamental challenges facing communities of interest are found in building a shared understanding of the task at hand (which often does not exist upfront, but is evolved incrementally and collaboratively…). Members of communities of interest need to learn to communicate with and learn from others who have a different perspective and perhaps a different vocabulary for describing their ideas. [They need to] establish a common ground and a shared understanding.“

Deliverables That Define Problems Together 2 nd

Design Facilitation Tools + Principles

In Practice: A quick snapshot

Design the Box From Jim Highsmith, Cutter Institute Create a box for the product, even if it isn’t shipped in a box. Elements for the Box: Name Tagline 3 key selling features Imagery / Color / Type (Later) Back Feature Set

From Jim Highsmith, Cutter Institute

Create a box for the product, even if it isn’t shipped in a box.

Elements for the Box:

Name

Tagline

3 key selling features

Imagery / Color / Type (Later)

Back Feature Set

Backcasting

Start here What has to happen? What has to happen before that? Assumptions Assumptions What has to happen before that? Assumptions Assumptions What has to happen before that? How are things right now?

How to align user needs, business drivers, and online offerings.

Secret Sauce 3 tips to take home

Start Earlier: Iteration Zero #1

Jan Feb Mar Apr Discovery & Research Discovery & Research Accelerator Prep Accelerator Workshop Consultation & Design Design Sign Off Kick Off & Team Brief Design (with touch points) Design Sign Off

Anticipate the Trough of Despair #2

Near Time Turnaround #3

Live Capture

Live Capture Demo

Project Challenges Getting everyone bought into a vision Internal alignment between different stakeholders Actually deliver on what was already sold B

Getting everyone bought into a vision

Internal alignment between different stakeholders

Actually deliver on what was already sold

B

6 principles

C.A.S.T.L.E.

1. Codesign

2. Surfaces Agendas

3. Simple

4. Tangible

5. Literal

How Literal Is the Interpretation?

6. Evidence Based

6 principles Codesign Surface Agendas Simple Tangible Literal Evidence-Based

Codesign

Surface Agendas

Simple

Tangible

Literal

Evidence-Based

Facilitation Activities

Getting Started Yourself

Get people working together

Peel Back the Layers

Partner, Pilot, Publicize

Approach Get the right people in the room, work together to create artifacts and models that let them articulate business needs. Peel Back the layers Start small: Partner, Pilot, Publicize

Get the right people in the room, work together to create artifacts and models that let them articulate business needs.

Peel Back the layers

Start small: Partner, Pilot, Publicize

In Closing

Value Centered Design Work Together to Break Review and Approve Cycle Partner, Pilot, Publicize

Value Centered Design

Work Together to Break Review and Approve Cycle

Partner, Pilot, Publicize

Blue Sky Barrier

Blue sky

Wave

Thank You! jess DOT mcmullin AT nform.ca 1.800.670.7025 www.nForm.ca www.slideshare.net/jessmcmullin