Pen & paper techniques for
getting from research to design
Kate Rutter firstname.lastname@example.org
BayCHI | June 9, 2009
A little about me…
I’m a designer and strategist.
Making things visible and visual
makes my heart sing.
Adaptive Path is a User Experience strategy and design consultancy.
Our mission is to help companies make products and services that
deliver great experiences that improve people’s lives.
First, a story...
BIG opportunity space
large shifting team
money & time
And it was awesome.
Clear implications for design
What made it work?
activated a different
way of working Pen & paper tools
The insights carried
directly to design
from research implications
Why work visually?
Visual ideas communicate a Images help
get through more complete groups move
faster idea faster...together
So that the resulting designs
reﬂect the people
and their needs.
What you need to get started :
A simple method
A way to take this home with you.
Make a nameplate.
1. On a piece of paper write your name in a
way that communicates something
about who you are.
2. Then make a sketch of some kind that
says something about you.
3. Do it in 2 minutes.
rolls of paper crayons!
WORDS LINES PICTURES
than writing! shading
Layouts And also...
Jotting breaks down
observations into their
most elemental parts
and captures the weight
of each idea.
You are a researcher on a project
to develop innovative solutions
for common household
You’ll practice jotting items from a
short clip of an interview, using pen
paper tools. Try to capture the
emotional energy along with key
I love to come home after a
long day. When I get here, it just
feels like this is the place I can Jot what you observe.
hide from the world, or recover,
1. Read this quote from a user
or just be alone. It's all my stuff interview.
and everything is where I want
it. It's like a nest. Well, 2. As you read, jot any significant
sometimes it’s a nest. But ideas or themes that you observe.
sometimes it's more like a 3. Jot one observation per
project. There's always piece of paper.
something that needs to be
4. Do it in 2 minutes.
Let’s jot an audio transcript.
1. Now, listen to this three-minute
2. As you listen, jot what you observe.
3. Use line weight, color, and imagery
to distinguish the big themes from
the smaller ideas.
4. Do it in 5 minutes.
What do we do
with all these
pieces of paper?
Word Sort Theme
Clustering And more!