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Discombobulation, Fire-Breathing Dragons and Wet Noodles
Creating Productive Workshops in Scary Situations


                                                            Beth Koloski
                                                      Lead Experience Architect
Beth Koloski
Lead Experience Architect
EffectiveUI
Today’s objective:
• Get ideas for dealing with
  scary situations in workshops
• Feel more comfortable going
  in to your next workshop
• Get ideas for design workshop
  activities
Your tips:
#workshop_tips
Scary Things
• No one participates
• Only one person participates
• They think this activity is silly
• The ‘boss’ discourages others from
  participating
• The mean person
• I can’t control the group or
  someone in the group
• No one agrees
• We don’t get through everything we
  need to get through
• Everyone is stuck in their mindset…I
  can’t seem to unstick them
Workshop Facilitation 101
Own the
process.
+




Own the
               Share ownership
process.
               for the outcome.
Wet Noodles
What if nobody participates?
Draw out a silent participant
 • Direct questions to the silent
   participant
 • Ask the silent participant to react
   to someone else's statement
 • Reinforce
 • Check in during a break
 • Solicit help
Provide a structure

 • Pair then report
 • Stickie exercises
 • One minute each
 • Simply say, "Turn to the person
   next to you and discuss this."
 • Design games and activities *
  * this is the fun part
Still pulling teeth?

 • smaller groups
 • more hands on
 • ask what’s blocking
 • check initial
  objectives
Fire-Breathing Dragons
What if one person
dominates the whole
conversation?
Dealing with excessive talkers

Avoid discouraging the excessive talker, instead....
 • At the start of the meeting, establish equal participation by all
   members as a goal
 • Interrupt the person with a question directed to someone else
 • Pair then report
 • Air time limits
 • Ask others to react
 • Design games and activities
What about the mean naysayer
who is poisoning the
collaborative tone?
Dealing with Negative Nelly

 • special attention on breaks
 • validate
What if one person
shuts everyone else
down? What if it’s the
main stakeholder?
Dealing with Stakeholder Shutdown
 Before the workshop:
 • Make sure your stakeholder knows what you are planning to
   do, that you expect participation

 During:
 • Restate your need to hear from everyone
 • Ask that person to give permission to others to participate
 • Suggest a short-term solution “Let’s try this for 45 minutes”
Participant Misbehavior
“It’s my first day and the
clients are yelling at each
other.”
Prep

• know who is coming
• set expectations
• solicit stakeholder’s desires, concerns
• invite participants
• reschedule if needed
Opening

• set expectations for
  behavior
• get buy in on objective
• working buy in on agenda
• change agenda if needed
• let go of “everything else I
  should be doing”
                                 http://blogs.msdn.com/b/dmahugh/archive/2009/06/29/wg4-wg5-meetings.aspx
Fixed Ideas
What if they just say
“That’s the way we’ve
always done it?”
Ideas for unfixing fixed
ideas

Don’t attack the idea head on,
instead....
• Have them argue from the other
  perspective
• Break down pros & cons,
  assumptions, unknowns
• Get the right participants
• Enumerate the ways the fixed idea
  has served them
• Explore the consequences of the
  fixed idea
Lack of Consensus
Building Consensus &
Deciding
• Stake in the ground/working
  agreement
• Acknowledge and record opposing
  views
• Dot Vote
• Thumbs up/down vote
“I’m doing all the
activities, but
we’re still not
getting to
consensus.”
Ideas for Dealing with Lack of
Consensus
• Ask who decides
• Ask what’s standing in the way of
  deciding
• Ask if consensus is needed
• Go backwards
Managing Time
Managing Time

101
• Parking Lot
• Get the group to help manage


                                 http://www.flickr.com/photos/shawnnap/
                                 5571400637/
Managing Time

201
When it becomes apparent you’re not
getting where you thought you would,
decide as a group:

• Timebox the topic/activity and continue
  another time,
• This important, let’s keep going (and
  reschedule the other stuff for later)
• We’ve gotten what we need out of this,
  let’s just move on
• This approach isn’t working, let’s take a
                                              http://www.flickr.com/photos/shawnnap/
                                              5571400637/


  different one
Everything Else
When all else fails
• acknowledge what’s going
  on if something is going
  awry
• suggest a solution
• ask the group
Design Workshop Activities
Engaging in User
Research
Go Around the Room
Each participant says what
stood out most from the
usability session, study,
survey
Thinking Like Users
Empathy Map
Participants fill in what a
particular type of user is
hearing, thinking, seeing,
saying and doing.


                             http://www.flickr.com/photos/davegray/
                             2380465521/
Thinking About Users:
4 Square
For each user type,
participants help fill in each of
the following:
• goals
• triggers
• would find compelling
• would find disappointing
Prioritizing/Choosing:
Dot Voting
Give each participant 3 dots to
vote on their favorite/the
most important (feature,
persona, task flow, whatever).
Gamestorming: A Playbook for
Innovators, Rulebreakers, and
Changemakers 
by Dave Gray
We’re hiring!
                 effectiveui.com/
                 careers
  Your tips:
#workshop_tips   Find us here or email:

                 Beth Koloski
                 beth.koloski@effectiveui.com

                 Elias Parker
                 elias.parker@effectiveui.com

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Overcoming Challenges in Design Workshops

  • 1. Discombobulation, Fire-Breathing Dragons and Wet Noodles Creating Productive Workshops in Scary Situations Beth Koloski Lead Experience Architect
  • 2. Beth Koloski Lead Experience Architect EffectiveUI
  • 3.
  • 4. Today’s objective: • Get ideas for dealing with scary situations in workshops • Feel more comfortable going in to your next workshop • Get ideas for design workshop activities
  • 7. • No one participates • Only one person participates • They think this activity is silly • The ‘boss’ discourages others from participating • The mean person • I can’t control the group or someone in the group • No one agrees • We don’t get through everything we need to get through • Everyone is stuck in their mindset…I can’t seem to unstick them
  • 10. + Own the Share ownership process. for the outcome.
  • 12. What if nobody participates?
  • 13. Draw out a silent participant • Direct questions to the silent participant • Ask the silent participant to react to someone else's statement • Reinforce • Check in during a break • Solicit help
  • 14. Provide a structure • Pair then report • Stickie exercises • One minute each • Simply say, "Turn to the person next to you and discuss this." • Design games and activities * * this is the fun part
  • 15.
  • 16. Still pulling teeth? • smaller groups • more hands on • ask what’s blocking • check initial objectives
  • 18. What if one person dominates the whole conversation?
  • 19. Dealing with excessive talkers Avoid discouraging the excessive talker, instead.... • At the start of the meeting, establish equal participation by all members as a goal • Interrupt the person with a question directed to someone else • Pair then report • Air time limits • Ask others to react • Design games and activities
  • 20. What about the mean naysayer who is poisoning the collaborative tone?
  • 21. Dealing with Negative Nelly • special attention on breaks • validate
  • 22. What if one person shuts everyone else down? What if it’s the main stakeholder?
  • 23. Dealing with Stakeholder Shutdown Before the workshop: • Make sure your stakeholder knows what you are planning to do, that you expect participation During: • Restate your need to hear from everyone • Ask that person to give permission to others to participate • Suggest a short-term solution “Let’s try this for 45 minutes”
  • 25. “It’s my first day and the clients are yelling at each other.”
  • 26. Prep • know who is coming • set expectations • solicit stakeholder’s desires, concerns • invite participants • reschedule if needed
  • 27. Opening • set expectations for behavior • get buy in on objective • working buy in on agenda • change agenda if needed • let go of “everything else I should be doing” http://blogs.msdn.com/b/dmahugh/archive/2009/06/29/wg4-wg5-meetings.aspx
  • 29. What if they just say “That’s the way we’ve always done it?”
  • 30. Ideas for unfixing fixed ideas Don’t attack the idea head on, instead.... • Have them argue from the other perspective • Break down pros & cons, assumptions, unknowns • Get the right participants • Enumerate the ways the fixed idea has served them • Explore the consequences of the fixed idea
  • 32. Building Consensus & Deciding • Stake in the ground/working agreement • Acknowledge and record opposing views • Dot Vote • Thumbs up/down vote
  • 33. “I’m doing all the activities, but we’re still not getting to consensus.”
  • 34. Ideas for Dealing with Lack of Consensus • Ask who decides • Ask what’s standing in the way of deciding • Ask if consensus is needed • Go backwards
  • 36. Managing Time 101 • Parking Lot • Get the group to help manage http://www.flickr.com/photos/shawnnap/ 5571400637/
  • 37. Managing Time 201 When it becomes apparent you’re not getting where you thought you would, decide as a group: • Timebox the topic/activity and continue another time, • This important, let’s keep going (and reschedule the other stuff for later) • We’ve gotten what we need out of this, let’s just move on • This approach isn’t working, let’s take a http://www.flickr.com/photos/shawnnap/ 5571400637/ different one
  • 39. When all else fails • acknowledge what’s going on if something is going awry • suggest a solution • ask the group
  • 41. Engaging in User Research Go Around the Room Each participant says what stood out most from the usability session, study, survey
  • 42. Thinking Like Users Empathy Map Participants fill in what a particular type of user is hearing, thinking, seeing, saying and doing. http://www.flickr.com/photos/davegray/ 2380465521/
  • 43. Thinking About Users: 4 Square For each user type, participants help fill in each of the following: • goals • triggers • would find compelling • would find disappointing
  • 44. Prioritizing/Choosing: Dot Voting Give each participant 3 dots to vote on their favorite/the most important (feature, persona, task flow, whatever).
  • 45. Gamestorming: A Playbook for Innovators, Rulebreakers, and Changemakers  by Dave Gray
  • 46. We’re hiring! effectiveui.com/ careers Your tips: #workshop_tips Find us here or email: Beth Koloski beth.koloski@effectiveui.com Elias Parker elias.parker@effectiveui.com

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  9. 11 year old in Libya. Vest, waved. \nStand\nState that you’ll be leading the session and then do it\nTell people what to do\nIf you don’t:\nsomeone else will\nno one will\n\n
  10. Quakers\nAsk for buy in on the objective \nAsk for buy in on participation\nChange the agenda if the group wants to \nIf you don’t: \nwhen people don’t share ownership, they don’t care\n\n
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