SPTechCon 2014 San Francisco Visual Tools and Gamestorming Workshop

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SharePoint projects are wickedly complex. Among the reasons: You are dealing with loosely defined big-picture issues like collaboration, information sharing, portal navigation and information organization; and you are trying to define these solutions within the context of the social complexity that exists in all organizations. The result is that you end up with solutions that may satisfy some of your stakeholders, but which leave others disengaged, disenfranchised and disappointed. Getting to success is dependent on reaching a shared understanding, followed by a shared commitment from all of the participants and stakeholders.

We have discovered that visual tools can very quickly allow groups of people to get to shared understanding and commitment. We will share our techniques with you and teach you how to use free or very inexpensive tools that allow you elicit your clients' goals. We then show you to prioritize, map and construct the solution.

We will cover the use of Gamestorming and Innovation Games, which use the concepts of games to get to serious results in a much less painless way than the usual planning and requirements workshops. We will demonstrate the use of mind mapping for navigational design, taxonomy design, prioritization and capturing the thought process of a team via an interactive process.

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SPTechCon 2014 San Francisco Visual Tools and Gamestorming Workshop

  1. 1. Visual Tools & Innovation Games Getting everyone onto the same page Ruven Gotz Avanade Michelle Caldwell Avanade
  2. 2. Low-tech social network Draw your AvatarU Add your name for the Avatar “Tag” your AvatarDraw your Avatar “Upload” your Avatar
  3. 3. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  4. 4. DIRECTOR & NATIONAL LEAD Ruven Gotz ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
  5. 5. Agenda Part 1 • Introduction • Shared Understanding • Innovation Games & Visual Tools • Soft Skills • Requirements Gathering • Bad Meetings • Envisioning (Cover Story) • Mapping Break Part 2 • Envisioning (IBIS Mapping) • Analyze (Sailboat) • Visual Design • Wireframing • Wrap Up
  6. 6. Make a Connection & Build a Network
  7. 7. SHARE 2012 | 7 Shared understanding
  8. 8. SHARE 2012 | 8
  9. 9. SHARE 2012 | 9
  10. 10. SHARE 2012 | 10
  11. 11. SHARE 2012 | 11
  12. 12. SHARE 2012 | 12 Yes! A bridge!
  13. 13. Odds of Success?
  14. 14. SHARE 2012 | 14 Project goes?
  15. 15. SHARE 2012 | 15 Same page
  16. 16. SHARE 2012 | 16 Wicked problems
  17. 17. SHARE 2012 | 17 Hard (but tame) Wicked
  18. 18. Guess what SharePoint is…
  19. 19. SHARE 2012 | Usually a bunch of people who all have a different idea of what success looks like
  20. 20. , won’t talk to each other
  21. 21. Machiavelli (not exactly  ) It must be considered that there is nothing more difficult to carry out nor more doubtful of success nor more dangerous to handle than to initiate a new SharePoint project; for the project team has enemies in all those who profit by the old portal, and only lukewarm defenders in all those who would profit by the new portal; this lukewarmness arising partly from the incredulity of mankind who does not truly believe in anything new until they actually have experience of it.
  22. 22. Dealing with humans in tough circumstances
  23. 23. Dealing with humans in tough circumstances
  24. 24. SHARE 2012 | 24
  25. 25. How do gamestorming & visual tools help?
  26. 26. Involves People
  27. 27. Egalitarian & Participatory • Equal Opportunity to Participate • Success Depends on Everyone get Involved
  28. 28. Structured with Goals
  29. 29. 29 Time Bound
  30. 30. Why they are valuable • They involve a high level of emotion • Alternative to traditional meeting format • Real-time feedback • Helps you discover the unknown • Catalyst for consensus building • Provides structure for Creative Chaos
  31. 31. Putting it into action Excellent facilitation means building your soft skills
  32. 32. Soft Skills
  33. 33. Confidence
  34. 34. Listening
  35. 35. Humor
  36. 36. Brutal Honesty
  37. 37. Requirements Gathering Visual Tools and Games that can help with analysis
  38. 38. Why is it so hard to get good requirements?
  39. 39. The chicken and egg problem
  40. 40. Requirements
  41. 41. What makes something a requirement?
  42. 42. My three rules of SharePoint 1. Simplicity 2. Simplicity 3. Simplicity
  43. 43. We can do that for $10
  44. 44. We can do that for $1,000,000
  45. 45. Too much focus on the detail… How
  46. 46. …and not enough on the destination Why
  47. 47. Roadblock: Bad meetings Meetings & workshops take time, but are often ineffective
  48. 48. The Facts
  49. 49. 11Million
  50. 50. 61.8 Meetings/month
  51. 51. 50% Unproductive
  52. 52. 31 Hours wasted
  53. 53. The Effects
  54. 54. 91% Daydreaming
  55. 55. 96% Miss Meetings
  56. 56. 95% Miss parts of meetings
  57. 57. 73% Bring other work to meetings
  58. 58. 39% Fall Asleep
  59. 59. Envisioning Visual Tools and Games that can help with defining Project Goals and Vision
  60. 60. Envision With cover Story
  61. 61. Soooo…………. What is your vision for SharePoint?
  62. 62. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine.
  63. 63. Cover: Tells the story of your big success
  64. 64. Headline: The Substance of the cover story
  65. 65. Sidebars: Interesting facts about the story
  66. 66. Quotes: Quotes from potential end users of the solution
  67. 67. Brainstorm: Documenting initial ideas – this is important!
  68. 68. Images: Supporting the content with illustrations
  69. 69. Wrap Up At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  70. 70. Game Setup • Cover Story Template • Post-its • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
  71. 71. Introduction to Mind Mapping
  72. 72. Mapping for Navigation
  73. 73. Mapping for Prioritization
  74. 74. Mapping for Prioritization
  75. 75. Mapping for Scoping
  76. 76. 1st Half Wrap Up Don’t go away, we’ll be back for Part 2 ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell
  77. 77. Break
  78. 78. Welcome to Part 2. IBIS Mapping A Grammar for Thinking
  79. 79. Two books you must read
  80. 80. What are wicked problems? (recap) • You don’t really understand the problem until you’ve developed the solution • You don’t know when you’ve accomplished your goal • Solutions are not right or wrong, they are just better or worse • Every wicked problem is unique • Every solution to a wicked problem is a one-shot operation • You are dealing with social complexity
  81. 81. Tools that can help
  82. 82. IBIS Notation
  83. 83. I use Mind Manager to express the same notation
  84. 84. Dialog mapping to capture argumentation
  85. 85. Dialog mapping to capture argumentation
  86. 86. Dialog mapping to capture argumentation
  87. 87. Dialog mapping to capture argumentation
  88. 88. Dialog mapping to capture argumentation
  89. 89. Dialog mapping to capture argumentation
  90. 90. Dialogue Mapping for scoping
  91. 91. Analyze with Sailboat
  92. 92. The object of the game Gain insight and understanding into the current state of the situation
  93. 93. How to Play the game •Draw and/or put up a boat •Name the boat to represent the focus area
  94. 94. What is dragging you down?
  95. 95. What can speed you up?
  96. 96. Power Dot – Extra Bonus •Give each participant a fixed # of dots (time box the activity) •Ask each participant to “vote” for their highest priority pains and solutions •Quickly analyze the results •Discuss the results as a group
  97. 97. How to Play the game •Analyze voting •Discuss the results as a group
  98. 98. Game Setup • A BOAT ! • Post-its (various colors) • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
  99. 99. Visual Design Card Sorting & Tree Testing
  100. 100. What is Card Sorting?
  101. 101. “Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.” - Donna Spencer http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0
  102. 102. What are the types of card sort? Open & Closed
  103. 103. Open card sorting process Gerbil
  104. 104. Results Gerbil
  105. 105. But not always what you expect Ford Gerbil
  106. 106. But not always what you expect (2) Ford Gerbil
  107. 107. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template
  108. 108. What is Tree Testing?
  109. 109. Formally Known as…….. Card-based Classification Evaluation
  110. 110. Step 1 – Create a set of menus based on draft sitemap
  111. 111. Methods for Tree Testing Paper Or Online
  112. 112. Step 2 – Develop Scenarios
  113. 113. Creating effective scenarios • You are planning a vacation and you want to know how much leave you have left • You need to book travel for work • You are filling out a request for time off • You are looking for a contact email/name for the helpdesk • You have questions about your benefits
  114. 114. Step 3 - Recruit
  115. 115. Step 4 - Observe
  116. 116. Step 5 - Analyze
  117. 117. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Analyze Repeat & Optimize
  118. 118. Wireframing
  119. 119. I used to hate wireframing!
  120. 120. A useless wireframe
  121. 121. Way too much work Erik Swenson
  122. 122. Balsamiq: Just right
  123. 123. Simple Wireframe
  124. 124. Wrap Up
  125. 125. Adapting the low-tech social network
  126. 126. Products and Tools Referenced • Mind Manager www.mindjet.com • Xmind www.xmind.net • Balsamiq www.balsamiq.com • UserZoom www.userzoom.com • Optimal Workshop www.optimalworkshop.com • Card sort tools measuringuserexperience.com/CardSorting • Boxes & Arrows boxesandarrows.com • Gamestorming (book) www.gogamestorm.com • Innovation Games www.innovationgames.com • Dialogue Mapping cognexus.org Thank You!
  127. 127. Stay Connected! ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell

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