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The Simpsons,
Design, and
Data UseAmanda Makulec | Excella Consulting
Barb Knittel | John Snow Inc.
MERLTech 2017
Featuring work
funded by
D E S IGN
THINKING
How can we put
ourselves as
designers into the
data user’s shoes?
What are our
data user’s wants,
needs, and
interests?
What are our
data user’s
challenges and
pain points?
EMPATHY
STORIES
CHAR
ACTERS
https://www.youtube.com/watch?v=q1a7tiA1Qzo
OUR DE S IGN
JOURNEY
Design framework adapted from Stanford d. School
From “Applying User-centered Design to Data Use Challenges:What we Learned”
https://www.measureevaluation.org/resources/publications/tr-17-161
18
20
Personas help us move beyond
job titles
stakeholder groups
organization names
and focus on the human side of
your audience.
Each persona represents a significant portion of
people in the real world and enables the designer to
focus on a manageable and memorable cast of
characters, instead of focusing on thousands of
individuals.”
“A persona is depicted as a specific
person but is not a real individual;
rather, it is synthesized from
observations of many people.
From:
https://www.smashingmagazine.com/2014/08
/a-closer-look-at-personas-part-1/
23
• LOVE data
• Hard workers and proactive in work
• Frustrated by environments that
accept
lower performers
• Desire for perfection can push them
to work long hours and burn out
Go Getters
• Full of energy
• Seek attention constantly
• Require very hands-on supervision
• Can be creative problem solvers,
but requires focused workplan to
stay on task
Hyperactives
• Always “busy” but do not produce
quality outputs
• Always miss deadlines and targets
• Flourish in an environment with no
consequences
• Full of excuses and avoid
responsibilities
Lazy Dodgers
design
sprint
PE RS ONAS
<CHARACTERS>
Identify your
stakeholder group(s).
District Health Executive Team
for example
Capture data on your
stakeholder group.
Analytical ability
Job function
Education
Programmatic knowledge
Access to tools
Motivations to use data
Pain points
Interests
Where they access information
Champion or opposition
Talking directly to members of your
audience gives you the greatest insight
into their wants, needs, and pain points.
If you’ve worked with this stakeholder
group before, you can also brainstorm
based on experience.
Identify 2-3 different
“personas” within each
stakeholder group.
District Health Executive Team
The Technocrat The Politician
segmented to
Name your personas &
give them stories.
District Health Executive Team
Rachel
The Technocrat
Pascal
The Politician
segmented to
Credit toThinkPlace Foundation, from the Innovations for Maternal, Newborn & Child Health
Initiative’s Care Community Hub
Identify common
characteristics and
differences
Wants stories Wants
numbers
Motivated by
passion
Motivated by
money
Act based on
feelings
Act based on
data
Resilient problem
solver
Frustrated
bureaucrat
Champion for your
issue
Oppose your issue
Wants stories Wants
numbers
Motivated by
passion
Motivated by
money
Act based on
feelings
Act based on
data
Resilient problem
solver
Frustrated
bureaucrat
Champion for your
issue
Oppose your issue
Rachel
the Technocrat
Pascal
the Politician
YOUR TURN:
PERSONAS
Design framework adapted from Stanford d. School
From “Applying User-centered Design to Data Use Challenges:What we Learned”
https://www.measureevaluation.org/resources/publications/tr-17-161
DEFINE
JOURNE Y MAPS
<STORIES>
Creating a journey map is an excellent way to
systematically think about the steps or milestones
of a process, and can be used in developing
empathy and in communicating about your work.1
You can use the steps on the journey map to
identify pain points for your data user that can be
transformed into opportunities for you in sharing
your data.
1 Definition from https://dschool-old.stanford.edu/groups/k12/wiki/d8073/Journey_Map.html
Pick a persona.
Map out the various (ideal)
steps that person takes
in making a decision.
Pascal
The Politician
Community
scorecard data is
collected in
Pascal’s district
Pascal takes action
with the district
supply chain team
to identify root
causes of the issue
Analysis shows
4 clinics in
Pascal’s district
have stockouts
of condoms
Pascal is
unaware of the
stockouts
NGO meets
with Pascal in
his office to
share the data
Pascal shares the
issue with the
District Health
Executive Team
The DHE checks the
logistics information
system and sees the
stockouts were not
reported
I am aware…
I think about my options…
I decide…
I seek…
I receive…
I share…
Use a set of
prompts if you’re
having trouble
mapping out steps
Identify the pain points
along that journey.
Pascal
The Politician
Community
scorecard data is
collected in
Pascal’s district
Pascal takes action
with the district
supply chain team
to identify root
causes of the issue
Analysis shows
4 clinics in
Pascal’s district
have stockouts
of condoms
Pascal is
unaware of the
stockouts
NGO meets
with Pascal in
his office to
share the data
Pascal shares the
issue with the
District Health
Executive Team
The DHE checks the
logistics information
system and sees the
stockouts were not
reported
Pascal has limited
time and needs
something short he
can easily share
with other DHE
members
The DHE may see
no stockouts in
their system and
doubt the accuracy
of the community
data
Identify how you could
address each pain point.
Pascal
The Politician
Community
scorecard data is
collected in
Pascal’s district
Pascal takes action
with the district
supply chain team
to identify root
causes of the issue
Analysis shows
4 clinics in
Pascal’s district
have stockouts
of condoms
Pascal is
unaware of the
stockouts
NGO meets
with Pascal in
his office to
share the data
Pascal shares the
issue with the
District Health
Executive Team
The DHE checks the
logistics information
system and sees the
stockouts were not
reported
Pascal has limited
time and needs
something short he
can easily share
with other DHE
members
The DHE may see
no stockouts in
their system and
doubt the accuracy
of the community
data
NGO creates a
one page brief
summarizing the
data and recs
NGO adds a spot
check of stock-
on-hand to the
scorecard
process
Credit toThinkPlace Foundation, from the Innovations for Maternal, Newborn & Child Health Initiative’s Care Community Hub
YOUR TURN:
JOURNEY MAPS
IDE ATE
PROTOTYPE
TE S T
Design framework adapted from Stanford d. School
From “Applying User-centered Design to Data Use Challenges:What we Learned”
https://www.measureevaluation.org/resources/publications/tr-17-161
IDEATE
70
73
74
PROTO
TYPE
BONUS
Build aTower, Build aTeam |Tom Wujec
A TED Talk on teams and prototype thinking with the marshmallow challenge
https://www.ted.com/talks/tom_wujec_build_a_tower
TEST
DO’S O F D E S I G N
T H I N K I N G F O R D A T A U S E
These are reflections from our experience applying design thinking
to data use challenges. Every design process is unique.
Use design thinking
as a facilitation tool
(but not a silver bullet)
Include data use-
adjacent participants
Allow enough time
to see the design
process through
Have a follow up
plan (and resources)
DON’TS
O F D E S I G N T H I N K I N G
F O R D A T A U S E
Rush the process
Rely on one
workshop to come
to a ‘perfect’ solution.
Design solutions
with a tiny group
more people = more ideas
…to a point
Panic if prototypes
are broad when you
finish a workshop.
Focus only on the
outcome: there’s
immense value in
the process.
“I am exciting about taking [these
activities] forward at a district level to
try and change the way people view
data, and ultimately, the way districts
plan their services within the limited
resources they have.”
- Provincial Deputy Manager for Planning, KZN
Favorite Resources for Diving in on Design Thinking
• Stanford d. School Bootcamp Bootleg
dschool.stanford.edu/resources
• IDEO Design Kit
ideo.com/post/design-kit
Amanda Makulec
DataVisualization Lead
Excella Consulting
amanda.makulec@excella.com
@abmakulec
Barb Knittel
Senior RME Officer
John Snow Inc.
barbara_knittel@jsi.com
Added acknowledgements to Michelle Li (MEASURE Evaluation) and our colleagues
at Matchboxology (Cal Bruns and Jason Coetzee) for their invaluable contributions to this work.
The Simpsons, Design, and Data Use

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The Simpsons, Design, and Data Use

  • 1. The Simpsons, Design, and Data UseAmanda Makulec | Excella Consulting Barb Knittel | John Snow Inc. MERLTech 2017 Featuring work funded by
  • 2.
  • 3.
  • 4. D E S IGN THINKING
  • 5.
  • 6. How can we put ourselves as designers into the data user’s shoes?
  • 7. What are our data user’s wants, needs, and interests?
  • 8. What are our data user’s challenges and pain points?
  • 13. OUR DE S IGN JOURNEY
  • 14. Design framework adapted from Stanford d. School From “Applying User-centered Design to Data Use Challenges:What we Learned” https://www.measureevaluation.org/resources/publications/tr-17-161
  • 15.
  • 16.
  • 17.
  • 18. 18
  • 19.
  • 20. 20
  • 21. Personas help us move beyond job titles stakeholder groups organization names and focus on the human side of your audience.
  • 22. Each persona represents a significant portion of people in the real world and enables the designer to focus on a manageable and memorable cast of characters, instead of focusing on thousands of individuals.” “A persona is depicted as a specific person but is not a real individual; rather, it is synthesized from observations of many people. From: https://www.smashingmagazine.com/2014/08 /a-closer-look-at-personas-part-1/
  • 23. 23
  • 24.
  • 25. • LOVE data • Hard workers and proactive in work • Frustrated by environments that accept lower performers • Desire for perfection can push them to work long hours and burn out Go Getters
  • 26. • Full of energy • Seek attention constantly • Require very hands-on supervision • Can be creative problem solvers, but requires focused workplan to stay on task Hyperactives
  • 27. • Always “busy” but do not produce quality outputs • Always miss deadlines and targets • Flourish in an environment with no consequences • Full of excuses and avoid responsibilities Lazy Dodgers
  • 31. District Health Executive Team for example
  • 32. Capture data on your stakeholder group.
  • 33. Analytical ability Job function Education Programmatic knowledge Access to tools Motivations to use data Pain points Interests Where they access information Champion or opposition
  • 34. Talking directly to members of your audience gives you the greatest insight into their wants, needs, and pain points.
  • 35. If you’ve worked with this stakeholder group before, you can also brainstorm based on experience.
  • 36. Identify 2-3 different “personas” within each stakeholder group.
  • 37. District Health Executive Team The Technocrat The Politician segmented to
  • 38. Name your personas & give them stories.
  • 39. District Health Executive Team Rachel The Technocrat Pascal The Politician segmented to
  • 40.
  • 41. Credit toThinkPlace Foundation, from the Innovations for Maternal, Newborn & Child Health Initiative’s Care Community Hub
  • 43. Wants stories Wants numbers Motivated by passion Motivated by money Act based on feelings Act based on data Resilient problem solver Frustrated bureaucrat Champion for your issue Oppose your issue
  • 44. Wants stories Wants numbers Motivated by passion Motivated by money Act based on feelings Act based on data Resilient problem solver Frustrated bureaucrat Champion for your issue Oppose your issue Rachel the Technocrat Pascal the Politician
  • 45.
  • 47. Design framework adapted from Stanford d. School From “Applying User-centered Design to Data Use Challenges:What we Learned” https://www.measureevaluation.org/resources/publications/tr-17-161
  • 49.
  • 51.
  • 52.
  • 53.
  • 54. Creating a journey map is an excellent way to systematically think about the steps or milestones of a process, and can be used in developing empathy and in communicating about your work.1 You can use the steps on the journey map to identify pain points for your data user that can be transformed into opportunities for you in sharing your data. 1 Definition from https://dschool-old.stanford.edu/groups/k12/wiki/d8073/Journey_Map.html
  • 56. Map out the various (ideal) steps that person takes in making a decision.
  • 57. Pascal The Politician Community scorecard data is collected in Pascal’s district Pascal takes action with the district supply chain team to identify root causes of the issue Analysis shows 4 clinics in Pascal’s district have stockouts of condoms Pascal is unaware of the stockouts NGO meets with Pascal in his office to share the data Pascal shares the issue with the District Health Executive Team The DHE checks the logistics information system and sees the stockouts were not reported
  • 58. I am aware… I think about my options… I decide… I seek… I receive… I share… Use a set of prompts if you’re having trouble mapping out steps
  • 59.
  • 60.
  • 61. Identify the pain points along that journey.
  • 62. Pascal The Politician Community scorecard data is collected in Pascal’s district Pascal takes action with the district supply chain team to identify root causes of the issue Analysis shows 4 clinics in Pascal’s district have stockouts of condoms Pascal is unaware of the stockouts NGO meets with Pascal in his office to share the data Pascal shares the issue with the District Health Executive Team The DHE checks the logistics information system and sees the stockouts were not reported Pascal has limited time and needs something short he can easily share with other DHE members The DHE may see no stockouts in their system and doubt the accuracy of the community data
  • 63. Identify how you could address each pain point.
  • 64. Pascal The Politician Community scorecard data is collected in Pascal’s district Pascal takes action with the district supply chain team to identify root causes of the issue Analysis shows 4 clinics in Pascal’s district have stockouts of condoms Pascal is unaware of the stockouts NGO meets with Pascal in his office to share the data Pascal shares the issue with the District Health Executive Team The DHE checks the logistics information system and sees the stockouts were not reported Pascal has limited time and needs something short he can easily share with other DHE members The DHE may see no stockouts in their system and doubt the accuracy of the community data NGO creates a one page brief summarizing the data and recs NGO adds a spot check of stock- on-hand to the scorecard process
  • 65. Credit toThinkPlace Foundation, from the Innovations for Maternal, Newborn & Child Health Initiative’s Care Community Hub
  • 68. Design framework adapted from Stanford d. School From “Applying User-centered Design to Data Use Challenges:What we Learned” https://www.measureevaluation.org/resources/publications/tr-17-161
  • 70. 70
  • 71.
  • 72.
  • 73. 73
  • 74. 74
  • 76.
  • 77.
  • 78. BONUS Build aTower, Build aTeam |Tom Wujec A TED Talk on teams and prototype thinking with the marshmallow challenge https://www.ted.com/talks/tom_wujec_build_a_tower
  • 79. TEST
  • 80. DO’S O F D E S I G N T H I N K I N G F O R D A T A U S E These are reflections from our experience applying design thinking to data use challenges. Every design process is unique.
  • 81. Use design thinking as a facilitation tool (but not a silver bullet)
  • 83. Allow enough time to see the design process through
  • 84. Have a follow up plan (and resources)
  • 85.
  • 86. DON’TS O F D E S I G N T H I N K I N G F O R D A T A U S E
  • 88. Rely on one workshop to come to a ‘perfect’ solution.
  • 89. Design solutions with a tiny group more people = more ideas …to a point
  • 90. Panic if prototypes are broad when you finish a workshop.
  • 91. Focus only on the outcome: there’s immense value in the process.
  • 92. “I am exciting about taking [these activities] forward at a district level to try and change the way people view data, and ultimately, the way districts plan their services within the limited resources they have.” - Provincial Deputy Manager for Planning, KZN
  • 93. Favorite Resources for Diving in on Design Thinking • Stanford d. School Bootcamp Bootleg dschool.stanford.edu/resources • IDEO Design Kit ideo.com/post/design-kit
  • 94. Amanda Makulec DataVisualization Lead Excella Consulting amanda.makulec@excella.com @abmakulec Barb Knittel Senior RME Officer John Snow Inc. barbara_knittel@jsi.com Added acknowledgements to Michelle Li (MEASURE Evaluation) and our colleagues at Matchboxology (Cal Bruns and Jason Coetzee) for their invaluable contributions to this work.