This is a presentation that was given as part of an IxDA event at IDEO in San Francisco. It outlines how I created a design process diagram in the context of the diagram itself.
Essential UI/UX Design Principles: A Comprehensive Guide
Making of A Process Diagram
1. CREATING A WORKFLOW DIAGRAM
for a flexible process,
iteration driven,
beyond best practices,
constantly adapting,
making new tool kits,
reconsider everything
company.
roland smart
2. create an inventory of
FIRM
possible phase categories
+
CLIENT
}
di
ve
discover
populate
teach
rg
e
gather
observe
reframe
research
listen
analyze
co
patterns
nv
understand
diagnose
er
ge
overstand
explore
communicate
ideation
articulate
di
ve
design
prototype
rg
ch
e
an
ge
insight
work together
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
results
collaborate
ct
possibilities
ive
perspective
gather
analyze
identify
discover
cco
patterns
onn
vver
er g
impliment
find patterns
gee
co
collaborate
talk
nv
er
ge
explore
make
articulate
change perspective
define
develop
imaging possibility
conceptualize
hone
hone
socialize
define
communicate
play
make
roland smart
3. analyze categories
FIRM
to understand how they relate to each other
+
CLIENT
establish groupings, overlap, and gaps
di
ve
discover
rg
e
gather
analyze
co
patterns
nv
er
ge
communicate
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
ge
define
hone
make
roland smart
4. what might a solution look like?
FIRM
sketch out possible solutions
+
CLIENT
di
ve
discover
rg
e
gather
analyze
co
patterns
nv
er
ge
communicate
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
ge
define
hone
make
roland smart
5. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
6. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
7. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
8. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
9. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
10. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
11. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
12. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
13. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
14. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
15. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
16. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
17. look for similarities & differences
FIRM
+
which phases are inputs into others?
CLIENT
which phases are outputs into others?
di
establish architecture
ve
discover
rg
e
start trying to define a solution
gather
analyze
co
patterns
nv
er
ge
communicate
discover define make
gather
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
hone
communicate
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
analyze patterns
ge
change perspective imagine possibility
define
hone
make
roland smart
18. make a prototype
FIRM
+
CLIENT
di
ve
discover
rg
e
gather
analyze
co
patterns
nv
er
ge
communicate
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
ge
define
hone
make
roland smart
19. FIRM
+
can we reframe the problem with other prototypes?
CLIENT
try using the prototype in liminal contexts
di
ve
discover
rg
e
gather
analyze
co
patterns
nv
er
ge
communicate
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
analyze
cco
patterns
onn
vver
er g
gee
co
nv
er
ge
define
hone
make
roland smart
20. emphasis on collaboration through the process
FIRM
+
CLIENT
the converge/diverge diamond was a great starting
di
ve
discover
rg
point, to build our process around and iterate on
e
gather
a single diamond was enough to access the challenge
analyze
co
patterns
nv
er
ge
the importance of articulating the challenge and
communicate
re-articulating it after each cycle through the loop
di
ve
rg
ch
e
an
ge
ddiv
pe
e
iveer
ak
rs
m
rgge
imagine
pe
e
ct
possibilities
ive
many similar diagrams have two or three diamonds,
but it became clear that one was embedded in another
analyze
cco
patterns
onn
vver
er g
gee
co
an embedded feedback loop drives iteration
nv
er
ge
from divergence to convergence
define
the home stretch always includes refinement
hone
make
share with others!
roland smart
Editor's Notes
getting to know adaptive path by understanding their process
extensive help from their team
card sorting
discover gather is about setting boundaries of the territory the doing inventory
analysis is about understanding how phases relate to each other
grouping / overlap / gap analysis
communicate to articulate the chief complaint or challenge
imaging possibilities is divergent ideation on possible solutions
similarities and difference
converge on architecture of relationships
leads to an initial definition
prototype based on the initial definition
communicate about how well it resolves the cheif complaint
reframe the problem by considering a non-linear representation