The Back of the Napkin Workshop<br />Solving Problems with Pictures<br />Dan Roam<br />MIX08 :: UX03 :: March 5, 2008 :: T...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />2<br />Visual thinking: what problems, what pictures,...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />3<br />Rather than draw this:<br />Let’s draw this:<b...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />4<br />Rather than focus on this:<br />Let’s focus on...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />5<br />Exercise 1: the Who is ‘We’ self-assessment<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />6<br />a) I’m in a brainstorming session in a confere...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />7<br />b) Someone hands me a pen and asks me to sketc...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />8<br />c) Someone hands me a complicated spreadsheet ...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />9<br />d) On my way home from a conference, I see a c...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />10<br />f) I’m an astronaut floating in space. The fi...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />11<br />Now comes the math, I’m afraid…<br />5-14<br ...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />12<br />Draw a circle and call it “me”… <br />Napkin ...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />13<br />Step 1b<br />Now draw another circle (more li...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />14<br />So, which problems shall we look at…<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />15<br />What’s the business strategy challenge?<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />16<br />Put into words…<br />The challenge:<br /><ul>...
A refined company mission
A new operating philosophy
New retail fundamentals
New store standards
New customer practices
New training materials</li></ul>+<br />100 new staff every month…<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />17<br />How about a napkin map?<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />18<br />Product development: Why are we collecting al...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />19<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />20<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />21<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />22<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />23<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />24<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />25<br />What are the three things the CFO does want t...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />26<br />So, what might *that* look like…<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />27<br />Or, when executed in Expression Blend…<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />28<br />Step 3<br />Draw in the last circle, only mak...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />29<br />Step 3<br />The universal visual thinking pro...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />30<br />3 parts or ourselves to improve<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />31<br />Step 4<br />Draw in the next set of blades, t...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />32<br />Let’s think about ‘process’ for a moment…<br />
2008 © Dan Roam, all rights reserved<br />33<br />The 4 steps of visual thinking:<br />What is out there?<br />What am I l...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />34<br />Step 5<br />Now draw in a corkscrew, and give...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />35<br />*whew*    Time for a break on the islands…<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />36<br />How about ten apples?<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />37<br />Meet the SQVID… a.k.a ‘The 5 focusing questio...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />38<br />Two ways to use the SQVID<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />39<br />SQV.. examples:<br />Qualitative<br />Simple<...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />40<br />..ID examples…<br />Delta<br />(change)<br />...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />41<br />Step 6<br />Now draw in the last set of 6 bla...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />42<br />The 6 ways we see:<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />43<br />&lt;6&gt;&lt;6&gt;<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />44<br />Framework 1: “Portraits” for WHO / WHAT probl...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />45<br />Framework 2: “Charts” for HOW MUCH / HOW MANY...
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />46<br />Framework 3: “Maps” for WHERE problems<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />47<br />Framework 4: “Timelines” for WHEN problems<br />
2008 © Dan Roam    THE BACK OF THE NAPKIN   all rights reserved<br />48<br />Framework 5: “Flowcharts” for HOW problems<br />
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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.

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  1. 1. The Back of the Napkin Workshop<br />Solving Problems with Pictures<br />Dan Roam<br />MIX08 :: UX03 :: March 5, 2008 :: The Venetian<br />
  2. 2. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />2<br />Visual thinking: what problems, what pictures, and who is ‘we’?<br />
  3. 3. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />3<br />Rather than draw this:<br />Let’s draw this:<br />
  4. 4. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />4<br />Rather than focus on this:<br />Let’s focus on this:<br />
  5. 5. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />5<br />Exercise 1: the Who is ‘We’ self-assessment<br />
  6. 6. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />6<br />a) I’m in a brainstorming session in a conference room that has a big whiteboard. I want to:<br />Go to the board, pick up a pen and start drawing circles and boxes.<br />Try to decipher whatever is already written on the board.<br />Go to the board and start writing categorized lists.<br />Add a little clarification to what’s already up there – you know, to make it clearer.<br />Forget the whiteboard – come on here, people, we’ve got work to do!<br />I hate brainstorming sessions.<br />
  7. 7. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />7<br />b) Someone hands me a pen and asks me to sketch out a particular idea. I:<br />Ask for more pens, preferably in at least three colors.<br />Just start sketching and see what emerges.<br />Say, “I can’t draw, but…” and then make a horrible stick figure.<br />Start by writing a few words, then putting boxes around them.<br />Put the pen on the table and start talking.<br />Say, “No thanks, I can’t draw”, and leave it at that.<br />
  8. 8. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />8<br />c) Someone hands me a complicated spreadsheet and asks me to look it over. I first:<br />Glaze over and hope it will go away.<br />Flip through the pages and see if something – I dunno, whatever – pops up.<br />Read across the top of the columns or down each row in order, to identify the categories.<br />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.<br />Look for the largest or smallest values I can find, then trace them back to identify them.<br />Notice that OPEX variance to budget is down for the second quarter in a row.<br />
  9. 9. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />9<br />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:<br />Grab a napkin and ask the waiter if I can borrow a pen.<br />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…” <br />Pull out a page from my PowerPoint deck – a really good page – and start walking through it.<br />Start to recite my original job description: “There are three things that I do…”.<br />“What I do? Well, better buy another round, because we’re going to be talking a while.”<br />Say it’s too complicated to explain well, but ask him/her the same question.<br />
  10. 10. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />10<br />f) I’m an astronaut floating in space. The first thing I do is:<br />Take a deep breath, relax, and take in the whole view.<br />Pull out my camera.<br />Try to spot my house… or at least my continent.<br />Start describing what I see.<br />Close my eyes.<br />Find a way to get back into my spacecraft.<br />
  11. 11. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />11<br />Now comes the math, I’m afraid…<br />5-14<br />15-20<br />21-30<br />On a napkin, write your pen COLOR, and then…<br />
  12. 12. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />12<br />Draw a circle and call it “me”… <br />Napkin exercise, step 1<br />
  13. 13. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />13<br />Step 1b<br />Now draw another circle (more like a cloud) and give it a name, too…<br />
  14. 14. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />14<br />So, which problems shall we look at…<br />
  15. 15. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />15<br />What’s the business strategy challenge?<br />
  16. 16. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />16<br />Put into words…<br />The challenge:<br /><ul><li>A new strategic vision
  17. 17. A refined company mission
  18. 18. A new operating philosophy
  19. 19. New retail fundamentals
  20. 20. New store standards
  21. 21. New customer practices
  22. 22. New training materials</li></ul>+<br />100 new staff every month…<br />
  23. 23. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />17<br />How about a napkin map?<br />
  24. 24. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />18<br />Product development: Why are we collecting all these numbers?<br />
  25. 25. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />19<br />
  26. 26. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />20<br />
  27. 27. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />21<br />
  28. 28. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />22<br />
  29. 29. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />23<br />
  30. 30. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />24<br />
  31. 31. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />25<br />What are the three things the CFO does want to look at?<br />Financial Drivers<br />Date Cut<br />Org Unit<br />
  32. 32. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />26<br />So, what might *that* look like…<br />
  33. 33. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />27<br />Or, when executed in Expression Blend…<br />
  34. 34. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />28<br />Step 3<br />Draw in the last circle, only make this one more of a hotdog…<br />then add in a + symbol…<br />
  35. 35. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />29<br />Step 3<br />The universal visual thinking problem solving toolkit…<br />Draw in the first set of 3 blades…<br />
  36. 36. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />30<br />3 parts or ourselves to improve<br />
  37. 37. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />31<br />Step 4<br />Draw in the next set of blades, this time 4 of them…<br />
  38. 38. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />32<br />Let’s think about ‘process’ for a moment…<br />
  39. 39. 2008 © Dan Roam, all rights reserved<br />33<br />The 4 steps of visual thinking:<br />What is out there?<br />What am I looking at?<br />What are the limits?<br />Which way is up?<br />What do I see?<br />Have I seen this before?<br />What patterns emerge?<br />What stands out?<br />What seems to be missing?<br />How can I manipulate these patterns?<br />Can I fill in the gaps?<br />Have I seen enough – or do I need to go back and look at more?<br />This is what I saw, and this is what I think it means.<br />Is this what I expected… or not?<br />When you look at this, do you see the same things?<br />
  40. 40. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />34<br />Step 5<br />Now draw in a corkscrew, and give it 5 twists… <br />
  41. 41. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />35<br />*whew* Time for a break on the islands…<br />
  42. 42. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />36<br />How about ten apples?<br />
  43. 43. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />37<br />Meet the SQVID… a.k.a ‘The 5 focusing questions’<br />
  44. 44. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />38<br />Two ways to use the SQVID<br />
  45. 45. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />39<br />SQV.. examples:<br />Qualitative<br />Simple<br />Vision<br />Elaborate<br />Quantitative<br />Execution<br />
  46. 46. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />40<br />..ID examples…<br />Delta<br />(change)<br />Individual<br />Status-Quo<br />Comparison<br />
  47. 47. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />41<br />Step 6<br />Now draw in the last set of 6 blades…<br />
  48. 48. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />42<br />The 6 ways we see:<br />
  49. 49. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />43<br />&lt;6&gt;&lt;6&gt;<br />
  50. 50. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />44<br />Framework 1: “Portraits” for WHO / WHAT problems<br />
  51. 51. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />45<br />Framework 2: “Charts” for HOW MUCH / HOW MANY problems<br />
  52. 52. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />46<br />Framework 3: “Maps” for WHERE problems<br />
  53. 53. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />47<br />Framework 4: “Timelines” for WHEN problems<br />
  54. 54. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />48<br />Framework 5: “Flowcharts” for HOW problems<br />
  55. 55. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />49<br />Framework 6: “Multiple-variable Plots” for WHY problems<br />
  56. 56. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />50<br />Step 7<br />Done: our <br />very own visual thinking universal problem solving tool kit!<br />
  57. 57. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />51<br />Step 8<br />Give it to a friend, and help them see the power of visual thinking, too.<br />
  58. 58. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />52<br />Speaking of airplanes…<br />
  59. 59. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />53<br />
  60. 60. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved<br />54<br />Dan Roam<br />djroam@gmail.com<br />Office: 415-695-0231<br />Mobile: 415-823-5794<br />39 Romain St.<br />SF, CA 94114<br />www.digitalroam.typepad.com<br />www.thebackofthenapkin.com<br />

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