I Hate Sports But I Love Kickoffs: How to create a successful project culture, from the first meeting.

I HATE SPORTS. @kevinmhoﬀman #kickoﬀs

I DON’T HATE SPORTS. @kevinmhoﬀman #kickoﬀs

I DON’T SPORTS. @kevinmhoﬀman #kickoﬀs

I DON’T UNDERSTAND SPORTS. @kevinmhoﬀman #kickoﬀs

@kevinmhoﬀman #kickoﬀs

How to create a successful project culture, from the first meeting. @kevinmhoffman #kickoffs

Does a great kickoff meeting guarantee a great project? @kevinmhoffman #kickoffs

Does a great kickoff meeting guarantee a great project? NO! @kevinmhoffman #kickoffs

Does a great kickoff meeting guarantee a great project? NO! Does a lousy kickoff guarantee project problems? @kevinmhoffman #kickoffs

Does a great kickoff meeting guarantee a great project? YES. NO! Does a lousy kickoff guarantee project problems? @kevinmhoffman #kickoffs

First impressions 1 are powerful & lasting. @kevinmhoﬀman #kickoﬀs

First impressions 1 are powerful & lasting. 2 Roles are unclear or hidden. @kevinmhoﬀman #kickoﬀs

First impressions 1 are powerful & lasting. 2 Roles are unclear or hidden. 3 Time & money is wasted. @kevinmhoﬀman #kickoﬀs

Trust. @kevinmhoﬀman #kickoﬀs

Good Meeting Design @kevinmhoﬀman #kickoﬀs

Meeting Basics @kevinmhoﬀman #kickoﬀs

Facilitator Is a neutral servant Doesn’t evaluate Doesn’t contribute Coordinates/Manages @kevinmhoﬀman #kickoﬀs

Facilitator Recorder Is a neutral servant Creates group memory Doesn’t evaluate Records publicly Doesn’t contribute Is silent Coordinates/Manages Follows up afterwards @kevinmhoﬀman #kickoﬀs

Facilitator Recorder Is a neutral servant Creates group memory Doesn’t evaluate Records publicly Doesn’t contribute Is silent Coordinates/Manages Follows up afterwards Group Member Contributes ideas Stays positive Isn’t defensive Checks/balances @kevinmhoﬀman #kickoﬀs

Facilitator Recorder Is a neutral servant Creates group memory Doesn’t evaluate Records publicly Doesn’t contribute Is silent Coordinates/Manages Follows up afterwards Group Member Leader Contributes ideas Designs the meeting Stays positive Selects attendees & roles Isn’t defensive Decides upon goals Checks/balances Becomes a group member @kevinmhoﬀman #kickoﬀs

Good Meeting Design @kevinmhoﬀman #kickoﬀs

Good Kickoff Meeting Design @kevinmhoﬀman #kickoﬀs

Kickoff @kevinmhoﬀman #kickoﬀs

Kickoff 1 Open process @kevinmhoﬀman #kickoﬀs

Kickoff 1 Open process 2 Actionable meeting goals @kevinmhoﬀman #kickoﬀs

Kickoff 1 Open process 2 Actionable meeting goals 3 Good ideas are everyone’s job @kevinmhoﬀman #kickoﬀs

Kickoff 1 Open process 2 Actionable meeting goals 3 Good ideas are everyone’s job 4 Learn more than people’s names @kevinmhoﬀman #kickoﬀs

1 2 3 4 @kevinmhoﬀman #kickoﬀs

1 Conference 2 3 4 @kevinmhoﬀman #kickoﬀs

1 Conference 2 Business Strategy 3 4 @kevinmhoﬀman #kickoﬀs

1 Conference 2 Business Strategy 3 Design Studio 4 @kevinmhoﬀman #kickoﬀs

1 Conference 2 Business Strategy 3 Design Studio 4 Culture @kevinmhoﬀman #kickoﬀs

1 Conference @kevinmhoﬀman #kickoﬀs

1 Conference ★ Editorial direction @kevinmhoﬀman #kickoﬀs

1 Conference ★ Editorial direction ★ Divide and conquer @kevinmhoﬀman #kickoﬀs

1 Conference ★ Editorial direction ★ Divide and conquer ★ Open but custom attendance @kevinmhoﬀman #kickoﬀs

1 Conference ★ Editorial direction ★ Divide and conquer ★ Open but custom attendance ★ Sufficient preparation @kevinmhoffman #kickoffs

Stakeholder “Frontloading” Conduct your full stakeholder interview phase before you hold your kickoff meeting. This provides content for kickoff exercises and a framework for you to test the expectations of stakeholders against the larger organization. @kevinmhoffman #kickoffs

Stakeholder “Frontloading”: Tips Find a personal connection to the subject early. Gather specific expectations regarding features and functionality. Be sure to inquire what are risks for project failure. Maintain an “off-the-record” tone. @kevinmhoffman #kickoffs

Stakeholder “Frontloading”: Roles This technique requires: @kevinmhoﬀman #kickoﬀs

Stakeholder “Frontloading”: Roles This technique requires: Facilitator Recorder Group Member @kevinmhoﬀman #kickoﬀs

Multiple Meetings Kickoffs at Happy Cog are never a single meeting. We define a core team, and then branch out from that core team into meetings that tackle the different layers of a project in different, appropriately sized and staffed sub- groups. @kevinmhoffman #kickoffs

Multiple Meetings: Roles This technique requires: @kevinmhoﬀman #kickoﬀs

Multiple Meetings: Roles This technique requires: Facilitator Recorder Group Member Leader @kevinmhoﬀman #kickoﬀs

2 Business Strategy @kevinmhoﬀman #kickoﬀs

2 Business Strategy ★ Identify must-haves @kevinmhoﬀman #kickoﬀs

2 Business Strategy ★ Identify must-haves ★ Work across the organization @kevinmhoﬀman #kickoﬀs

2 Business Strategy ★ Identify must-haves ★ Work across the organization ★ Assess fit between groups @kevinmhoffman #kickoffs

2 Business Strategy ★ Identify must-haves ★ Work across the organization ★ Assess fit between groups ★ Surface points of contention @kevinmhoffman #kickoffs

Prioritization Card Sort Card sorts aren’t just for building sitemaps. A variation on the poker game “Pass the Trash,” you can use this technique to assess the priorities of a large organization, and if you play your cards right, assess the amount of variance between two organizations. @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 1 @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 1 Topic 1 Topic 2 Topic 3 Topic 4 Topic 5 Topic 6 Topic 7 Topic 8 @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 3 Topic 1 Topic 2 Topic 3 Topic 4 Topic 5 Topic 6 Topic 7 Topic 8 @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 3 Topic 8 Topic 4 Topic 1 Topic 2 Topic 36 Topic Topic 7 5 @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 4 Topic 7 8 Topic 4 Topic Topic 1 Topic 23 Topic Topic 6 Topic 5 @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 4 Topic 7 Topic 8 Topic 1 Topic 23 Topic Topic 6 Topic 5 Topic 4 @kevinmhoﬀman #kickoﬀs

KEVIN Prioritization Card Sort: Step 5 Variation Topic 7 8 Topic 4 Topic Topic 1 Topic 23 Topic Topic 6 Topic 5 @kevinmhoﬀman #kickoﬀs

KEVIN Prioritization Card Sort: Step 5 Variation Topic 84 Topic Topic 7 Topic 1 Topic 5 Topic 23 Topic REMOVE Topic 6 SAVE @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 7 Topic 7 Topic 5 Topic 6 Topic 8 @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Step 7 1 2 3 4 Topic 7 Topic 5 Topic 6 Topic 8 KH KH KH KH @kevinmhoﬀman #kickoﬀs

Prioritization Card Sort: Analysis Topic Passes Average Client Avg. Happy Cog Avg. Variation Donate to a Specific Program 8 1.31 1 1.67 -0.67 Get Help 1 5.23 5.42 5 0.42 Integrated Events Calendar 12 1 0.14 2 -1.86 Reviews of New Technology 2 3.38 4.71 1.83 2.88 Services Organized by Topic 2 6 3.57 8.83 -5.26 Sign Up to be a Volunteer 0 1.53 1.28 1.83 -0.55 Simulations 0 2.31 3 0.33 2.67 Volunteer for a Specific Program 1 0.46 0 1 -1 Out of 10, n=13 Out of 10, n = 7 Out of 10, n = 6 @kevinmhoffman #kickoffs

Prioritization Card Sort This technique requires: Facilitator Recorder Group Member @kevinmhoﬀman #kickoﬀs

Priority & Feasibility Plot This is something we picked up from Henning Fischer at Adaptive Path’s UX Intensive. Have all participants evaluate a list of proposed features on a scale of 1 to 5, but limit the total allowed points to 3X the number of features. Plot the results. @kevinmhoﬀman #kickoﬀs

Priority & Feasibility Plot: Step 1 Feature or Functionality Priority Feasibility Donate to a Specific Program 2 5 Get Help 4 5 Integrated Events Calendar 5 1 Reviews of New Technology 3 1 Services Organized by Topic 1 3 Sign Up to be a Volunteer 3 3 Simulations 4 4 Volunteer for a Specific Program 2 2 Must total 24 24 24 @kevinmhoffman #kickoffs

Priority & Feasibility Plot: Analysis 5 Donate Get Help 4 Simulations 3 Volunteer Priority 2 Volunteer for a Specific Program 1 1 2 3 4 5 Feasibility @kevinmhoffman #kickoffs

Priority & Feasibility Matrix This technique requires: Facilitator Group Member @kevinmhoﬀman #kickoﬀs

3 Design Studio @kevinmhoﬀman #kickoﬀs

3 Design Studio ★ Develop shared vocabulary @kevinmhoﬀman #kickoﬀs

3 Design Studio ★ Develop shared vocabulary ★ Volume of ideas @kevinmhoﬀman #kickoﬀs

3 Design Studio ★ Develop shared vocabulary ★ Volume of ideas ★ Low risk @kevinmhoﬀman #kickoﬀs

3 Design Studio ★ Develop shared vocabulary ★ Volume of ideas ★ Low risk ★ Build something! @kevinmhoﬀman #kickoﬀs

Design Studio/Prototyping Design studios have been around for awhile, but Todd Zaki Warfel made them sexy with his Prototyping book. Everyone starts with a blank grid, a pencil, and a time limit. Have them prototype, form groups of 2, present, then critique. Repeat until you get down to two large groups. @kevinmhoﬀman #kickoﬀs

Design Studio/Prototyping @kevinmhoﬀman #kickoﬀs

Design Studio/Prototyping United States Holocaust Memorial Museum Your Name: United States Holocaust Memorial Museum Your Name(s): November 9, 2009 November 9, 2009 @kevinmhoﬀman #kickoﬀs

Design Studio/Prototyping Design Studio/Prototyping United States Holocaust Memorial Museum @kevinmhoﬀman #kickoﬀs

Design Studio/Prototyping United States Holocaust Memorial Museum @kevinmhoﬀman #kickoﬀs

Design Studio/Prototyping This technique requires: Facilitator Recorder Group Member Group Member @kevinmhoﬀman #kickoﬀs

Social Mania Based in part on their recent O’Reilly book Designing Social Interfaces, Social Mania is a card game created by Christian Crumlish and Erin Malone that allows encourages players build & ship hypothetical social experiences. It’s a great way to help “non-web” people understand the social web. Make sure you have prizes. @kevinmhoﬀman #kickoﬀs

Social Mania @kevinmhoﬀman #kickoﬀs

Social Mania! This technique requires: Facilitator Group Member Group Member @kevinmhoﬀman #kickoﬀs

Social Mania! This technique requires: Facilitator Facilitator Group Member Group Member @kevinmhoﬀman #kickoﬀs

4 Culture @kevinmhoﬀman #kickoﬀs

4 Culture ★ Create a new culture @kevinmhoﬀman #kickoﬀs

4 Culture ★ Create a new culture ★ Explore and define values @kevinmhoffman #kickoffs

4 Culture ★ Create a new culture ★ Explore and define values ★ Build trust & relationships @kevinmhoffman #kickoffs

4 Culture ★ Create a new culture ★ Explore and define values ★ Build trust & relationships ★ Identify challenges & colleagues @kevinmhoffman #kickoffs

20 Second “Gut” Test Show someone a series of websites. Give them 20 seconds to score their reaction to that site on a scale of 1 to 5. Compare the overall averages, averages by organizational division, and then follow up with folks on high and low scorers. @kevinmhoﬀman #kickoﬀs

20 Second “Gut” Test Example A Rate your reaction to this website: Dislike Like 1 2 3 4 5 @kevinmhoﬀman #kickoﬀs

20 Second Test This technique requires: Facilitator Group Member @kevinmhoﬀman #kickoﬀs

Design X Health Check We adapted the basic framework behind Austin Govella and Livia Labate’s User Experience Health Check to evaluate the visual aesthetic of individual functional components. Uses a methodology similar to the 20 second test, but evaluates individual interface components outside of their larger context. @kevinmhoﬀman #kickoﬀs

Design Experience Health Check Example Rate this element: Bad Good Importance 1 2 3 4 5 A2 Aesthetic Appeal 1 2 3 4 5 @kevinmhoﬀman #kickoﬀs

Design Experience Health Check This technique requires: Facilitator Group Member @kevinmhoﬀman #kickoﬀs

Design Experience Health Check This technique requires: Facilitator Group Member Leader @kevinmhoﬀman #kickoﬀs

Values Exploration Projects excel when you can identify shared values between you and your client. Internally, agree upon your own values about a particular aspect of your work, for example visual design. Then prepare an open discussion based on examples of each value. @kevinmhoﬀman #kickoﬀs

Values Exploration Happy Cog Visual Design Values Beautiful Typography Usability Less is More Understand Convention to Innovate @kevinmhoﬀman #kickoﬀs

Values Exploration This technique requires: Facilitator Recorder Group Member Leader @kevinmhoﬀman #kickoﬀs

A Few @kevinmhoﬀman #kickoﬀs

A Few Continuity. @kevinmhoﬀman #kickoﬀs

A Few Adaptation. @kevinmhoﬀman #kickoﬀs

A Few Depth. @kevinmhoﬀman #kickoﬀs

A Few Trust. @kevinmhoﬀman #kickoﬀs

@kickoffmeeting http://www.goodkickoffmeetings.com hoffman@happycog.com @kevinmhoﬀman #kickoﬀs

Q&A @kevinmhoﬀman #kickoﬀs

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I Hate Sports But I Love Kickoffs: How to create a successful project culture, from the first meeting.

by Kevin Hoffman

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I Hate Sports But I Love Kickoffs: How to create a successful project culture, from the first meeting. Presentation Transcript