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The Back of The Napkin (Dan Roam)
 

The Back of The Napkin (Dan Roam)

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From a nice book that teaches us how to use simple graphics in smart way to deliver information.

From a nice book that teaches us how to use simple graphics in smart way to deliver information.

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    The Back of The Napkin (Dan Roam) The Back of The Napkin (Dan Roam) Presentation Transcript

    • The Back of the Napkin Workshop
      Solving Problems with Pictures
      Dan Roam
      MIX08 :: UX03 :: March 5, 2008 :: The Venetian
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      2
      Visual thinking: what problems, what pictures, and who is ‘we’?
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      3
      Rather than draw this:
      Let’s draw this:
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      4
      Rather than focus on this:
      Let’s focus on this:
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      5
      Exercise 1: the Who is ‘We’ self-assessment
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      6
      a) I’m in a brainstorming session in a conference room that has a big whiteboard. I want to:
      Go to the board, pick up a pen and start drawing circles and boxes.
      Try to decipher whatever is already written on the board.
      Go to the board and start writing categorized lists.
      Add a little clarification to what’s already up there – you know, to make it clearer.
      Forget the whiteboard – come on here, people, we’ve got work to do!
      I hate brainstorming sessions.
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      7
      b) Someone hands me a pen and asks me to sketch out a particular idea. I:
      Ask for more pens, preferably in at least three colors.
      Just start sketching and see what emerges.
      Say, “I can’t draw, but…” and then make a horrible stick figure.
      Start by writing a few words, then putting boxes around them.
      Put the pen on the table and start talking.
      Say, “No thanks, I can’t draw”, and leave it at that.
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      8
      c) Someone hands me a complicated spreadsheet and asks me to look it over. I first:
      Glaze over and hope it will go away.
      Flip through the pages and see if something – I dunno, whatever – pops up.
      Read across the top of the columns or down each row in order, to identify the categories.
      Select a row and column at random and follow them to the data cell, then look for similar (or different) data results in other cells.
      Look for the largest or smallest values I can find, then trace them back to identify them.
      Notice that OPEX variance to budget is down for the second quarter in a row.
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      9
      d) On my way home from a conference, I see a cute fellow attendee at the airport cafe, and he or she asks me what I do. I:
      Grab a napkin and ask the waiter if I can borrow a pen.
      Pick up three packs of Sweet-n-Low, lay them on the bar, point to one and say, “Okay, this is me over here, and this is the customer over here…”
      Pull out a page from my PowerPoint deck – a really good page – and start walking through it.
      Start to recite my original job description: “There are three things that I do…”.
      “What I do? Well, better buy another round, because we’re going to be talking a while.”
      Say it’s too complicated to explain well, but ask him/her the same question.
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      10
      f) I’m an astronaut floating in space. The first thing I do is:
      Take a deep breath, relax, and take in the whole view.
      Pull out my camera.
      Try to spot my house… or at least my continent.
      Start describing what I see.
      Close my eyes.
      Find a way to get back into my spacecraft.
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      11
      Now comes the math, I’m afraid…
      5-14
      15-20
      21-30
      On a napkin, write your pen COLOR, and then…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      12
      Draw a circle and call it “me”…
      Napkin exercise, step 1
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      13
      Step 1b
      Now draw another circle (more like a cloud) and give it a name, too…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      14
      So, which problems shall we look at…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      15
      What’s the business strategy challenge?
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      16
      Put into words…
      The challenge:
      • A new strategic vision
      • A refined company mission
      • A new operating philosophy
      • New retail fundamentals
      • New store standards
      • New customer practices
      • New training materials
      +
      100 new staff every month…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      17
      How about a napkin map?
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      18
      Product development: Why are we collecting all these numbers?
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      19
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      20
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      21
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      22
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      23
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      24
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      25
      What are the three things the CFO does want to look at?
      Financial Drivers
      Date Cut
      Org Unit
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      26
      So, what might *that* look like…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      27
      Or, when executed in Expression Blend…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      28
      Step 3
      Draw in the last circle, only make this one more of a hotdog…
      then add in a + symbol…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      29
      Step 3
      The universal visual thinking problem solving toolkit…
      Draw in the first set of 3 blades…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      30
      3 parts or ourselves to improve
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      31
      Step 4
      Draw in the next set of blades, this time 4 of them…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      32
      Let’s think about ‘process’ for a moment…
    • 2008 © Dan Roam, all rights reserved
      33
      The 4 steps of visual thinking:
      What is out there?
      What am I looking at?
      What are the limits?
      Which way is up?
      What do I see?
      Have I seen this before?
      What patterns emerge?
      What stands out?
      What seems to be missing?
      How can I manipulate these patterns?
      Can I fill in the gaps?
      Have I seen enough – or do I need to go back and look at more?
      This is what I saw, and this is what I think it means.
      Is this what I expected… or not?
      When you look at this, do you see the same things?
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      34
      Step 5
      Now draw in a corkscrew, and give it 5 twists…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      35
      *whew* Time for a break on the islands…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      36
      How about ten apples?
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      37
      Meet the SQVID… a.k.a ‘The 5 focusing questions’
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      38
      Two ways to use the SQVID
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      39
      SQV.. examples:
      Qualitative
      Simple
      Vision
      Elaborate
      Quantitative
      Execution
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      40
      ..ID examples…
      Delta
      (change)
      Individual
      Status-Quo
      Comparison
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      41
      Step 6
      Now draw in the last set of 6 blades…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      42
      The 6 ways we see:
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      43
      <6><6>
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      44
      Framework 1: “Portraits” for WHO / WHAT problems
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      45
      Framework 2: “Charts” for HOW MUCH / HOW MANY problems
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      46
      Framework 3: “Maps” for WHERE problems
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      47
      Framework 4: “Timelines” for WHEN problems
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      48
      Framework 5: “Flowcharts” for HOW problems
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      49
      Framework 6: “Multiple-variable Plots” for WHY problems
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      50
      Step 7
      Done: our
      very own visual thinking universal problem solving tool kit!
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      51
      Step 8
      Give it to a friend, and help them see the power of visual thinking, too.
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      52
      Speaking of airplanes…
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      53
    • 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
      54
      Dan Roam
      djroam@gmail.com
      Office: 415-695-0231
      Mobile: 415-823-5794
      39 Romain St.
      SF, CA 94114
      www.digitalroam.typepad.com
      www.thebackofthenapkin.com