© LUMA Institute and its licensors
Empowering People
to Use Design
Thinking in Their
Everyday Work
Chris Pacione, CEO
LUMA Institute

© LUMA Institute and its licensors
ETHNOGRAPHIC RESEARCH
o Interviewing
o Contextual Inquiry
o Walk-a-Mile Immersion
o Fly-on-the-Wall Observation
. . .
PARTICIPATORY RESEARCH
o What’s-on-your-Radar?-
o Build-your-Own
o Buy-a-Feature
o Journaling
. . .
EVALUATIVE RESEARCH
o Think Aloud Testing
o Heuristic Review
o Critique
o System Usability Scale
. . .
PEOPLE & SYSTEMS
o Stakeholder Mapping
o Persona Profiles
o Experience Diagramming
o Concept Mapping
. . .
PATTERNS & PRIORITIES
o Affinity Clustering
o Bull’s-eye Diagramming
o Importance/Difficulty Matrix
o Visualize-the-Vote
. . .
PROBLEM FRAMING
o Problem Tree Analysis
o Statement Starters
o Abstraction Laddering
o Rose, Bud, Thorn
. . .
CONCEPT IDEATION
o Thumbnail Sketching
o Creative Matrix
o Round Robin
o Alternative Worlds
. . .
MODELING & PROTOTYPING
o Storyboarding
o Schematic Diagramming
o Rough & Ready Prototyping
o Appearance Modeling
. . .
DESIGN RATIONALE
o Concept Posters
o Video Scenarios
o Cover Story Mock-ups
o Quick Reference Guides
. . .
Understanding
Methods for analyzing
challenges and opportunities:
Looking
Methods for observing human
experience:
Making
Methods for envisioning future
possibilities:
THE LUMA SYSTEM OF INNOVATION
© LUMA Institute and its licensors

© LUMA Institute and its licensors
Rapidly prototype and test a digital product
RECIPE
Suggested time
Four hours
Process Phase
Discover
Group Size
2-4 People
© LUMA Institute and its licensors

© LUMA Institute and its licensors
OBJECTIVE OF THIS SESSION
Help you:
• Become a more confident and capable problem solver.
• Equip your team to collaborate and deliver more
creative, impactful solutions.
• Transform your organization into a place where people
and innovation flourish.
© LUMA Institute and its licensors

© LUMA Institute and its licensors© LUMA Institute and its licensors
Why Design Thinking?
What…
How…
© LUMA Institute and its licensors

© LUMA Institute and its licensors
Innovation is
an imperative.
© LUMA Institute and its licensors

© LUMA Institute and its licensors
75% of CEOs rank innovation
among their company’s top 3
strategic priorities.
THE NEW YORK TIMES
BOSTON CONSULTING GROUP

© LUMA Institute and its licensors
Only 27% of leaders feel
their organizations have
mastered the elements needed
to innovate successfully.
PRICE WATERHOUSE COOPERS

© LUMA Institute and its licensors
Innovation is
a struggle.
© LUMA Institute and its licensors

© LUMA Institute and its licensors
Innovation is
a struggle.
From the 15th century Latin: Innovare
Meaning: To make new again
© LUMA Institute and its licensors

© LUMA Institute and its licensors
Services
Processes
Business Models
Policies
Governments
Revolutionary
TangibleForms
Little Change Big Change
IntangibleForms
Tools
Collateral
Products
Environments
Software
Incremental
KINDS OF INNOVATION OPPORTUNITIES

© LUMA Institute and its licensors
!"#$#%&'(!
© LUMA Institute and its licensors
!"#$#%&'(!

© LUMA Institute and its licensors
! Problem Frame
! Empathetic
! Visual & Imaginative
! Iterative
! Collaborative
Key Innovation Behaviors

© LUMA Institute and its licensors
Yes, but
how?
! Problem Frame
! Empathetic
! Visual & Imaginative
! Iterative
! Collaborative
Key Innovation Behaviors

© LUMA Institute and its licensors
Don’t question, execute
Business & technology centric
Verbal & precise
Waterfall. Linear thinking
Cooperative
20th Century
Culture of Information Management
21st Century
Culture of Innovation Management
! Problem Frame
! Empathetic
! Visual & Imaginative
! Iterative
! Collaborative

© LUMA Institute and its licensors
Don’t question, execute
Business & technology centric
Verbal & precise
Waterfall. Linear thinking
Cooperative
20th Century
Culture of Information Management
21st Century
Culture of Innovation Management
! Problem Frame
! Empathetic
! Visual & Imaginative
! Iterative
! Collaborative
Oh, dear.

© LUMA Institute and its licensors
Don’t question, execute
Business & technology centric
Verbal & precise
Waterfall. Linear thinking
Cooperative
20th Century
Culture of Information Management
21st Century
Culture of Innovation Management
! Problem Frame
! Empathetic
! Visual & Imaginative
! Iterative
! Collaborative

© LUMA Institute and its licensors
Don’t question, execute
Business & technology centric
Verbal & precise
Waterfall. Linear thinking
Cooperative
20th Century
Culture of Information Management
21st Century
Culture of Innovation Management
! Problem Frame
! Empathetic
! Visual & Imaginative
! Iterative
! Collaborative
"#$%&'()*%'+%'&
!
!
!
!
!

© LUMA Institute and its licensors© LUMA Institute and its licensors

© LUMA Institute and its licensors© LUMA Institute and its licensors
Why …
What is Design Thinking?
How…
© LUMA Institute and its licensors

© LUMA Institute and its licensors
Rotman School of Management

© LUMA Institute and its licensors
ETHNOGRAPHIC RESEARCH
o Interviewing
o Contextual Inquiry
o Walk-a-Mile Immersion
o Fly-on-the-Wall Observation
. . .
PARTICIPATORY RESEARCH
o What’s-on-your-Radar?-
o Build-your-Own
o Buy-a-Feature
o Journaling
. . .
EVALUATIVE RESEARCH
o Think Aloud Testing
o Heuristic Review
o Critique
o System Usability Scale
. . .
PEOPLE & SYSTEMS
o Stakeholder Mapping
o Persona Profiles
o Experience Diagramming
o Concept Mapping
. . .
PATTERNS & PRIORITIES
o Affinity Clustering
o Bull’s-eye Diagramming
o Importance/Difficulty Matrix
o Visualize-the-Vote
. . .
PROBLEM FRAMING
o Problem Tree Analysis
o Statement Starters
o Abstraction Laddering
o Rose, Bud, Thorn
. . .
CONCEPT IDEATION
o Thumbnail Sketching
o Creative Matrix
o Round Robin
o Alternative Worlds
. . .
MODELING & PROTOTYPING
o Storyboarding
o Schematic Diagramming
o Rough & Ready Prototyping
o Appearance Modeling
. . .
DESIGN RATIONALE
o Concept Posters
o Video Scenarios
o Cover Story Mock-ups
o Quick Reference Guides
. . .
Understanding
Methods for analyzing
challenges and opportunities:
Looking
Methods for observing human
experience:
Making
Methods for envisioning future
possibilities:
THE LUMA SYSTEM OF INNOVATION
© LUMA Institute and its licensors

© LUMA Institute and its licensors
There are over 1,000 Design Methods
(aka ways of thinking)

© LUMA Institute and its licensors
ETHNOGRAPHIC
RESEARCH
PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PEOPLE &
SYSTEMS
PATTERNS &
PRIORITIES
PROBLEM
FRAMING
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
Looking
Methods for observing human
experience:
Understanding
Methods for analyzing
challenges and opportunities:
Making
Methods for envisioning future
possibilities:

© LUMA Institute and its licensors
How universally applicable is the method?
How easy is the method to teach & apply?
How effective is the method?
How human-centered is the method?
FROM 900 TO 36

© LUMA Institute and its licensors
ETHNOGRAPHIC RESEARCH
o Interviewing
o Contextual Inquiry
o Walk-a-Mile Immersion
o Fly-on-the-Wall Observation
. . .
PARTICIPATORY RESEARCH
o What’s-on-your-Radar?-
o Build-your-Own
o Buy-a-Feature
o Journaling
. . .
EVALUATIVE RESEARCH
o Think Aloud Testing
o Heuristic Review
o Critique
o System Usability Scale
. . .
PEOPLE & SYSTEMS
o Stakeholder Mapping
o Persona Profiles
o Experience Diagramming
o Concept Mapping
. . .
PATTERNS & PRIORITIES
o Affinity Clustering
o Bull’s-eye Diagramming
o Importance/Difficulty Matrix
o Visualize-the-Vote
. . .
PROBLEM FRAMING
o Problem Tree Analysis
o Statement Starters
o Abstraction Laddering
o Rose, Bud, Thorn
. . .
CONCEPT IDEATION
o Thumbnail Sketching
o Creative Matrix
o Round Robin
o Alternative Worlds
. . .
MODELING & PROTOTYPING
o Storyboarding
o Schematic Diagramming
o Rough & Ready Prototyping
o Appearance Modeling
. . .
DESIGN RATIONALE
o Concept Posters
o Video Scenarios
o Cover Story Mock-ups
o Quick Reference Guides
. . .
Understanding
Methods for analyzing
challenges and opportunities:
Looking
Methods for observing human
experience:
Making
Methods for envisioning future
possibilities:
THE LUMA SYSTEM OF INNOVATION
© LUMA Institute and its licensors

© LUMA Institute and its licensors

© LUMA Institute and its licensors© LUMA Institute and its licensors
Why …
What …
How to Design “think.”
© LUMA Institute and its licensors

PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PROBLEM
FRAMING
Looking
Methods for observing
human experience:
Understanding
Methods for analyzing
challenges and
opportunities:
Making
Methods for envisioning
future possibilities:
ETHNOGRAPHIC
RESEARCH
PATTERNS &
PRIORITES
PEOPLE &
SYSTEMS
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
DESIGN IS NOT A PROCESS. IT’S A DISCIPLINE THAT UNDERPINS YOUR PROCESSES.
",-./0123(
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Stage-Gate® Product
Innovation Process
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PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PROBLEM
FRAMING
Looking
Methods for observing
human experience:
Understanding
Methods for analyzing
challenges and
opportunities:
Making
Methods for envisioning
future possibilities:
ETHNOGRAPHIC
RESEARCH
PATTERNS &
PRIORITES
PEOPLE &
SYSTEMS
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
Scrum Process 7>?@ABC(
8DB+E?&
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7ED''%'&
-F>%'C(G%C*
"D%EH(-B>AI$
:DA'B*(?J(
7>?@ABC(
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-F>%'C
2#K%#G(D'@(
2#C>?$F#BC%K#
DESIGN IS NOT A PROCESS. IT’S A DISCIPLINE THAT UNDERPINS YOUR PROCESSES.

PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PROBLEM
FRAMING
Looking
Methods for observing
human experience:
Understanding
Methods for analyzing
challenges and
opportunities:
Making
Methods for envisioning
future possibilities:
UNDERSTAND SKETCH DECIDE PROTOTYPE VALIDATE
ETHNOGRAPHIC
RESEARCH
PATTERNS &
PRIORITES
PEOPLE &
SYSTEMS
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
Google Ventures
Design Sprint
DESIGN IS NOT A PROCESS. IT’S A DISCIPLINE THAT UNDERPINS YOUR PROCESSES.

PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PROBLEM
FRAMING
Looking
Methods for observing
human experience:
Understanding
Methods for analyzing
challenges and
opportunities:
Making
Methods for envisioning
future possibilities:
UNDERSTAND SKETCH DECIDE PROTOTYPE VALIDATE
ETHNOGRAPHIC
RESEARCH
PATTERNS &
PRIORITES
PEOPLE &
SYSTEMS
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
Google Ventures
Design Sprint
DESIGN IS NOT A PROCESS. IT’S A DISCIPLINE THAT UNDERPINS YOUR PROCESSES.
What problem
are we trying to
solve?

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
An approach to interviewing and observing people
in their own environment
Conduct a Contextual
Inquiry to observe key
stakeholders and gain
empathy for their needs
and goals.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 4 Hours
! Identify what you want to learn and create protocol.
! Identify people you can go talk to and observe.
! Make arrangements and gather recording equipment.
Activity: 4 Hours
! At site, introduce yourself and the purpose of the visit.
! Obtain written consent if necessary.
! Ask participants to do tasks as they normally would.
! Observe people in an unobtrusive manner
! Interject questions at opportune moments.
! Document as much as possible.
! Thank participant and ask for future follow-up.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 4 Hours
! Identify what you want to learn and create protocol.
! Identify people you can go talk to and observe.
! Make arrangements and gather recording equipment.
Activity: 4 Hours
! At site, introduce yourself and the purpose of the visit.
! Obtain written consent if necessary.
! Ask participants to do tasks as they normally would.
! Observe people in an unobtrusive manner
! Interject questions at opportune moments.
! Document as much as possible with notes & sketches.
! Thank participant and ask for future follow-up.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
/%123456782%9:;%6<25169=65>%1465>?%@?%A:?616B2C%
52>@16B2C%:;%4@B65>%A:12516@D
Codify your field research
data using Rose, Thorn,
Bud.
ositive
egative
otential

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Assemble research team and recorded observations.
! Hand out colored sticky note pads. (pink, blue, green)
Activity: 1 Hour
! Translate observations onto colored sticky notes.
! Capture roses, positive observations on pink.
! Capture thorns, problematic observations on blue.
! Capture buds, highlight opportunities on green.
! Repeat until all observations have been translated.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Assemble research team and recorded observations.
! Hand out colored sticky note pads. (pink, blue, green)
Activity: 1 Hour
! Translate observations onto colored sticky notes.
! Capture roses, positive observations on pink.
! Capture thorns, problematic observations on blue.
! Capture buds, highlight opportunities on green.
! Repeat until all observations have been translated.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
/%>;@A463%123456782%9:;%?:;165>%612E?%@33:;<65>%1:%
?6E6D@;61=
Share observations and
reveal themes and insights
using Affinity Clustering.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Gather team around whiteboard with rose, thorn, bud data
! Choose a facilitator to expedite and guide the activity.
Activity: 1 Hour
! Take turns sharing notes, then placing items on board.
! Discuss each note as it is added, grouping related items.
! Adjust groupings as themes emerge.
! Repeat last three steps until all items have been shared.
! Refine groups. Create subgroupings if necessary.
! Summarize each cluster by writing key insight

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Gather team around whiteboard with rose, thorn, bud data
! Choose a facilitator to expedite and guide the activity.
Activity: 1 Hour
! Take turns sharing notes, then placing items on board.
! Discuss each note as it is added, grouping related items.
! Adjust groupings as themes emerge.
! Repeat last three steps until all items have been shared.
! Refine groups. Create subgroupings if necessary.
! Summarize each cluster by writing key insight

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
/5%@AA;:@34%1:%A4;@?65>%A;:FD2E%?1@12E251?%14@1%
65B612?%F;:@<%2GAD:;@16:5%
Translate insights into
worthy and provocative
opportunity statements
using Statement Starters.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Distribute some index cards to each participant.
! Assign each insight/cluster to an individual or pair.
Activity: 30 Minutes
! Begin translating insights into opportunity statements.
! Jot these on index cards beginning with “How might we...”
! Have each person/pair share their statements.
! As team refine statements to be clear and provocative.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Distribute some index cards to each participant.
! Assign each insight/cluster to an individual or pair.
Activity: 30 Minutes
! Begin translating insights into opportunity statements.
! Jot these on index cards beginning with “How might we...”
! Have each person/pair share their statements.
! As team refine statements to be clear and provocative.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
/%7863H%A:DD%:9%3:DD@F:;@1:;?%1:%;2B2@D%A;292;2532?%
@5<%:A656:5?
Align on most significant
opportunities using
Visualize the Vote.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Give each team member two or three voting tokens.
! Clarify the criteria for voting (most important opportunity)
Activity: 25 Minutes
! Have someone pitch each opportunity statement.
! Ask everyone to vote simultaneously using voting tokens.
! Tally the votes.
! Invite discussion of what people voted for and why.
! Nominate top opportunity statements.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People
Prep: 5 Minutes
! Give each team member two or three voting tokens.
! Clarify the criteria for voting (most important opportunity)
Activity: 25 Minutes
! Have someone pitch each opportunity statement.
! Ask everyone to vote simultaneously using voting tokens.
! Tally the votes.
! Invite discussion of what people voted for and why.
! Nominate top opportunity statements.

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
Identify and align on opportunities
RECIPE
Suggested time
1.5 days
Process Phase
Understand
Group Size
4-6 People

© LUMA Institute and its licensors
ETHNOGRAPHIC RESEARCH
o Interviewing
o Contextual Inquiry
o Walk-a-Mile Immersion
o Fly-on-the-Wall Observation
. . .
PARTICIPATORY RESEARCH
o What’s-on-your-Radar?-
o Build-your-Own
o Buy-a-Feature
o Journaling
. . .
EVALUATIVE RESEARCH
o Think Aloud Testing
o Heuristic Review
o Critique
o System Usability Scale
. . .
PEOPLE & SYSTEMS
o Stakeholder Mapping
o Persona Profiles
o Experience Diagramming
o Concept Mapping
. . .
PATTERNS & PRIORITIES
o Affinity Clustering
o Bull’s-eye Diagramming
o Importance/Difficulty Matrix
o Visualize-the-Vote
. . .
PROBLEM FRAMING
o Problem Tree Analysis
o Statement Starters
o Abstraction Laddering
o Rose, Bud, Thorn
. . .
CONCEPT IDEATION
o Thumbnail Sketching
o Creative Matrix
o Round Robin
o Alternative Worlds
. . .
MODELING & PROTOTYPING
o Storyboarding
o Schematic Diagramming
o Rough & Ready Prototyping
o Appearance Modeling
. . .
DESIGN RATIONALE
o Concept Posters
o Video Scenarios
o Cover Story Mock-ups
o Quick Reference Guides
. . .
Understanding
Methods for analyzing
challenges and opportunities:
Looking
Methods for observing human
experience:
Making
Methods for envisioning future
possibilities:
THE LUMA SYSTEM OF INNOVATION
© LUMA Institute and its licensors

PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PROBLEM
FRAMING
Looking
Methods for observing
human experience:
Understanding
Methods for analyzing
challenges and
opportunities:
Making
Methods for envisioning
future possibilities:
UNDERSTAND SKETCH DECIDE PROTOTYPE VALIDATE
ETHNOGRAPHIC
RESEARCH
PATTERNS &
PRIORITES
PEOPLE &
SYSTEMS
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
Google Ventures
Design Sprint
DESIGN IS NOT A PROCESS. IT’S A DISCIPLINE THAT UNDERPINS YOUR PROCESSES.
What problem
are we trying to
solve?

PARTICIPATORY
RESEARCH
EVALUATIVE
RESEARCH
PROBLEM
FRAMING
Looking
Methods for observing
human experience:
Understanding
Methods for analyzing
challenges and
opportunities:
Making
Methods for envisioning
future possibilities:
UNDERSTAND SKETCH DECIDE PROTOTYPE VALIDATE
ETHNOGRAPHIC
RESEARCH
PATTERNS &
PRIORITES
PEOPLE &
SYSTEMS
CONCEPT
IDEATION
MODELING &
PROTOTYPING
DESIGN
RATIONALE
Google Ventures
Design Sprint
DESIGN IS NOT A PROCESS. IT’S A DISCIPLINE THAT UNDERPINS YOUR PROCESSES.
We need fresh
ideas!

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
A format for sparking new ideas at the
intersections of distinct categories
Generate a lot of new
ideas using Creative Matrix.

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
Prep: 30 Minutes
! Create a new 2x size MURAL®
! Drag and drop a Creative Matrix template on it.
! Add nominated statement starters along the top.
! Choose and enter relevant enablers along the side.
! Invite team to a Zoom® Meeting and the MURAL.
! Instruct individuals to write/draw one idea per sticky note
Activity: 30 Minutes
! Start the clock. Limit the time to 15 minutes of ideation.
! Encourage quantity over quality.
! When time is up, quickly review all ideas.
! Have each team member pick 2-3 standout ideas.

© LUMA Institute and its licensors

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
Prep: 30 Minutes
! Create a new 2x size MURAL®
! Drag and drop a Creative Matrix template on it.
! Add nominated statement starters along the top.
! Choose and enter relevant enablers along the side..
! Invite team to a Zoom® Meeting and the MURAL.
! Instruct individuals to write/draw one idea per sticky note
Activity: 30 Minutes
! Start the clock. Limit the time to 15 minutes of ideation.
! Encourage quantity over quality. Explore all intersections.
! When time is up, quickly review all ideas.
! Have each team member pick 2-3 standout ideas.

© LUMA Institute and its licensors

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
A quad chart for plotting items by relative
importance and difficulty
Plot the relative importance
and difficulty of the most
promising concepts with
Importance/Difficulty
Matrix.

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
Prep: 5 Minutes
! Drag, drop & size Importance/Difficulty Matrix on MURAL.
Activity: 45 Minutes
! Have team rank each idea by relative importance first.
! Encourage debate and deliberation.
! Keeping each idea’s position, plot by relative difficulty.
! Divide matrix into a quad, and label accordingly:
Bottom right: Higher ROI
Top right : Strategic ideas
Bottom left: Low-Hanging Fruit
Top left: Lower ROI
! Consider connecting ideas to create integrated concepts.
! Use results to converge on top 2 or 3 ideas to advance.

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
Prep: 5 Minutes
! Drag, drop & size Importance/Difficulty Matrix on MURAL.
Activity: 45 Minutes
! Have team rank each idea by relative importance first.
! Encourage debate and deliberation.
! Keeping each idea’s position, plot by relative difficulty.
! Divide matrix into a quad, and label accordingly:
Bottom right: Higher ROI
Top right : Strategic ideas
Bottom left: Low-Hanging Fruit
Top left: Lower ROI
! Consider connecting ideas to create integrated concepts.
! Use results to converge on top 2 or 3 ideas to advance.

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People
Prep: 5 Minutes
! Drag, drop & size Importance/Difficulty Matrix on MURAL.
Activity: 45 Minutes
! Have team rank each idea by relative importance first.
! Encourage debate and deliberation.
! Keeping each idea’s position, plot by relative difficulty.
! Divide matrix into a quad, and label accordingly:
Bottom right: Higher ROI
Top right : Strategic ideas
Bottom left: Low-Hanging Fruit
Top left: Lower ROI
! Consider connecting ideas to create integrated concepts.
! Use results to converge on top 2 or 3 ideas to advance.

© LUMA Institute and its licensors

© LUMA Institute and its licensors
Conceive fresh ideas with a remote team
RECIPE
Suggested time
2 Hours
Process Phase
Ideate
Group Size
4-6 People

© LUMA Institute and its licensors
ETHNOGRAPHIC RESEARCH
o Interviewing
o Contextual Inquiry
o Walk-a-Mile Immersion
o Fly-on-the-Wall Observation
. . .
PARTICIPATORY RESEARCH
o What’s-on-your-Radar?-
o Build-your-Own
o Buy-a-Feature
o Journaling
. . .
EVALUATIVE RESEARCH
o Think Aloud Testing
o Heuristic Review
o Critique
o System Usability Scale
. . .
PEOPLE & SYSTEMS
o Stakeholder Mapping
o Persona Profiles
o Experience Diagramming
o Concept Mapping
. . .
PATTERNS & PRIORITIES
o Affinity Clustering
o Bull’s-eye Diagramming
o Importance/Difficulty Matrix
o Visualize-the-Vote
. . .
PROBLEM FRAMING
o Problem Tree Analysis
o Statement Starters
o Abstraction Laddering
o Rose, Bud, Thorn
. . .
CONCEPT IDEATION
o Thumbnail Sketching
o Creative Matrix
o Round Robin
o Alternative Worlds
. . .
MODELING & PROTOTYPING
o Storyboarding
o Schematic Diagramming
o Rough & Ready Prototyping
o Appearance Modeling
. . .
DESIGN RATIONALE
o Concept Posters
o Video Scenarios
o Cover Story Mock-ups
o Quick Reference Guides
. . .
Understanding
Methods for analyzing
challenges and opportunities:
Looking
Methods for observing human
experience:
Making
Methods for envisioning future
possibilities:
THE LUMA SYSTEM OF INNOVATION
© LUMA Institute and its licensors

© LUMA Institute and its licensors
OBJECTIVE OF THIS SESSION
Help you:
• Become a more confident and capable problem solver.
• Equip your team to collaborate and deliver more
creative, impactful solutions.
• Transform your organization into a place where people
and innovation flourish.
© LUMA Institute and its licensors

© LUMA Institute and its licensors
Thank you!
Chris Pacione
CEO & Co-Founder
LUMA Institute
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Follow us: @LUMAInstitute
Email us: info@luma-institute.com