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One Big Field


How to run a user-centered
requirements gathering workshop
Presented by Fergus Roche
Friday 15th July 2011...
One Big Field




 UX
             (user experience)
One Big Field
              Prototype





UX will reduce
risk
The UX approach allows us
to visualise a view of the
future...
One Big Field


We design with                   2nd
most
   Most
a8en5on


data
Lots of designers don’t.
Which we find we...
One Big Field


Help orgs. make
better decisions
Position your need; if you
can write down a problem
correctly, you can se...
One Big Field




                    Why a workshop?
     Gain insight & build consensus




image
source

One Big Field


When to run a workshop to gather
requirements?


                       Made
up

                       &
...
One Big Field


When to run a workshop to gather
requirements?
                                Made
up
&
              Rap...
One Big Field




        Three key elements…

        1. The process map
        2. A requirement in context
        3. P...
One Big Field




 …lets pretend we’re
   in a workshop
One Big Field




                 The project
2011 National Elections: Get the people to vote!

                    Clien...
One Big Field




  Simon has been brought in to
   X-Factor the elections…
image
source

One Big Field


Rules of the game
 Grouped by suit: 
 Players: Ace - 7
 Watchers: 8 - King
 Roles:
 Ace – UX team lea...
One Big Field




     Your first task…
     Process-mapping
How the
              hell do I
               vote?
Said Chloe [aged 19], a dynamic entrepreneur
knee-deep in running her...
One Big Field




Task no 1: process-mapping

Process map out the existing process of
voting in the general elections.

[A...
EXAMPLE 
 CLIENT
One Big Field




Process-mapping assets
Persona
Key scenarios
Flip-chart paper, post-its & markers
A clear & empty wall
One Big Field


Personas




          Simple > proper ones
                    [or the One Big Field, special-trump-card-...
One Big Field
                                                       EXAMPLE 
                                            ...
EXAMPLE 
 CLIENT
One Big Field
   EXAMPLE 
                  CLIENT
One Big Field



                                                          PROCESS-
start
    BUSINESS           LIKES/
  ...
One Big Field




        Three key elements…

        1. The process map
        2. A requirement in context
        3. P...
One Big Field


Lets swap!
 Grouped by suit: 
 Watchers: Ace - 7
 Players: 8 - King
 Roles:
 Ace – UX team leader [Sy...
One Big Field




Task no 2: ideation

Come up with 50 ideas to improve this
process. Requirements in context.

[8 - King]
One Big Field
          EXAMPLE 
                         CLIENT


Process map:
Find information on
<type X>business
cover...
One Big Field
   EXAMPLE 
                  CLIENT
One Big Field




        Three key elements…

        1. The process map
        2. A requirement in context
        3. P...
One Big Field



                                                          PROCESS-
start
    BUSINESS           LIKES/
  ...
One Big Field




Task no 3: Strategic prioritisation

Are the top ideas/requirements relevant?

[Everyone]
One Big Field




         Score the top ideas against
         the strategic statements for
                 the project....
One Big Field


Strategic statements
1.  Reduce the cost of the voting system

2. Increase number of voters to over 70%

3...
One Big Field



                                                          PROCESS-
start
    BUSINESS           LIKES/
  ...
One Big Field
   EXAMPLE 
                  CLIENT




…end results
One Big Field




        The three key elements…

        1. The process map
        2. A requirement in context
        ...
One Big Field




    13 essential ingredients 
                 for a successful workshop




image
source

One Big Field

No
1
–
have
a
plan

Travelex Workshop 

Part 1
                                   Part 2
Intro
            ...
One Big Field




13 essential ingredients
1. Have a plan        8. Timekeeping & team
2. Group dynamics     back up
3. En...
One Big Field




                   A workshop can gain you 
                 insight & build consensus
                 ...
One Big Field


A final point on handling large groups…
One Big Field




Thanks!



image
source:
OBF
workshop
   for…
One Big Field




Next steps to prioritising
         requirements…
One Big Field




Prioritising requirements
 MoSCoW
 The 1-100 scale

                 with
Planning
Poker

One Big Field

          Planning Poker…

          Req 1: do the washing up after dinner – effort
          involved = 1 ...
One Big Field

          Planning Poker…

          • Know that no human can accurately estimate. We
          just can’t ...
One Big Field




Thanks!
& thanks to the plants…




  image
source:
OBF
workshop
   for…
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How to run a user-centered, requirements gathering workshop Slide 1 How to run a user-centered, requirements gathering workshop Slide 2 How to run a user-centered, requirements gathering workshop Slide 3 How to run a user-centered, requirements gathering workshop Slide 4 How to run a user-centered, requirements gathering workshop Slide 5 How to run a user-centered, requirements gathering workshop Slide 6 How to run a user-centered, requirements gathering workshop Slide 7 How to run a user-centered, requirements gathering workshop Slide 8 How to run a user-centered, requirements gathering workshop Slide 9 How to run a user-centered, requirements gathering workshop Slide 10 How to run a user-centered, requirements gathering workshop Slide 11 How to run a user-centered, requirements gathering workshop Slide 12 How to run a user-centered, requirements gathering workshop Slide 13 How to run a user-centered, requirements gathering workshop Slide 14 How to run a user-centered, requirements gathering workshop Slide 15 How to run a user-centered, requirements gathering workshop Slide 16 How to run a user-centered, requirements gathering workshop Slide 17 How to run a user-centered, requirements gathering workshop Slide 18 How to run a user-centered, requirements gathering workshop Slide 19 How to run a user-centered, requirements gathering workshop Slide 20 How to run a user-centered, requirements gathering workshop Slide 21 How to run a user-centered, requirements gathering workshop Slide 22 How to run a user-centered, requirements gathering workshop Slide 23 How to run a user-centered, requirements gathering workshop Slide 24 How to run a user-centered, requirements gathering workshop Slide 25 How to run a user-centered, requirements gathering workshop Slide 26 How to run a user-centered, requirements gathering workshop Slide 27 How to run a user-centered, requirements gathering workshop Slide 28 How to run a user-centered, requirements gathering workshop Slide 29 How to run a user-centered, requirements gathering workshop Slide 30 How to run a user-centered, requirements gathering workshop Slide 31 How to run a user-centered, requirements gathering workshop Slide 32 How to run a user-centered, requirements gathering workshop Slide 33 How to run a user-centered, requirements gathering workshop Slide 34 How to run a user-centered, requirements gathering workshop Slide 35 How to run a user-centered, requirements gathering workshop Slide 36 How to run a user-centered, requirements gathering workshop Slide 37 How to run a user-centered, requirements gathering workshop Slide 38 How to run a user-centered, requirements gathering workshop Slide 39 How to run a user-centered, requirements gathering workshop Slide 40 How to run a user-centered, requirements gathering workshop Slide 41 How to run a user-centered, requirements gathering workshop Slide 42 How to run a user-centered, requirements gathering workshop Slide 43 How to run a user-centered, requirements gathering workshop Slide 44 How to run a user-centered, requirements gathering workshop Slide 45 How to run a user-centered, requirements gathering workshop Slide 46 How to run a user-centered, requirements gathering workshop Slide 47
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How to run a user-centered, requirements gathering workshop

  1. 1. One Big Field How to run a user-centered requirements gathering workshop Presented by Fergus Roche Friday 15th July 2011 for…
  2. 2. One Big Field UX (user experience)
  3. 3. One Big Field Prototype
 UX will reduce risk The UX approach allows us to visualise a view of the future without going near build, reducing cost. Source:
OBF
project
–
interac5on
prototype

  4. 4. One Big Field We design with 2nd
most
 Most
a8en5on
 data Lots of designers don’t. Which we find weird. Most
clicked
 image
source:
OBF
project

  5. 5. One Big Field Help orgs. make better decisions Position your need; if you can write down a problem correctly, you can see the solution. image
source:
OBF
project

  6. 6. One Big Field Why a workshop? Gain insight & build consensus image
source

  7. 7. One Big Field When to run a workshop to gather requirements? Made
up
 &
combos
 bespoke Rapid

 Prototyping

  8. 8. One Big Field When to run a workshop to gather requirements? Made
up
&
 Rapid

 bespoke combos
 Prototyping
 Waterfall Trad. digital agency Iterative Agile / Scrum Requirements Research Inception Requirements Specification Business requirements Business modeling Specification Design IA Requirements Architecture Construct Specification Elaboration Design Integrate Design Analysis & design Implementation Test Build Construction Testing Install Test Implementation Deployment Maintain UAT Test Maintenance Go live Transition SLA Deploy Typically run workshops during these stages
  9. 9. One Big Field Three key elements… 1. The process map 2. A requirement in context 3. Prioritisation image
source

  10. 10. One Big Field …lets pretend we’re in a workshop
  11. 11. One Big Field The project 2011 National Elections: Get the people to vote! Client Electoral commission [stakeholders] Supplier Syco Productions [supplier & UX team] Challenge Post-Olympics, electoral turnout for 2014 is forecast to drop to 30%. image
source

  12. 12. One Big Field Simon has been brought in to X-Factor the elections… image
source

  13. 13. One Big Field Rules of the game  Grouped by suit:  Players: Ace - 7  Watchers: 8 - King  Roles:  Ace – UX team leader [Syco]  2 & 3 – UXer [Syco]  3 – client contact [Elec. comms]  4, 5, 6 & 7- stakeholder [Elec. Comms]
  14. 14. One Big Field Your first task… Process-mapping
  15. 15. How the hell do I vote? Said Chloe [aged 19], a dynamic entrepreneur knee-deep in running her fifth successful start-up.
  16. 16. One Big Field Task no 1: process-mapping Process map out the existing process of voting in the general elections. [Ace – 7] See scenario
  17. 17. EXAMPLE CLIENT
  18. 18. One Big Field Process-mapping assets Persona Key scenarios Flip-chart paper, post-its & markers A clear & empty wall
  19. 19. One Big Field Personas Simple > proper ones [or the One Big Field, special-trump-card-micro-persona one…
  20. 20. One Big Field EXAMPLE CLIENT Scenario:
I5bek’s
earthquake
 There
is
a
major
earthquake
in
a
rural
remote
area
of
Kyrgyzstan.
The
 Bri5sh
Red
Cross
launches
an
appeal.

 I5bek,
a
young
Bri5sh
man
with
Kirghiz
parents,
is
very
concerned
 about
his
rela5ves
‐
his
uncle,
aunt
and
cousin
from
his
mother’s
 side
live
in
the
area
affected
by
the
earthquake.
He's
been
trying
to
get
 in
touch
with
them
but
has
not
heard
anything
since
the
earthquake.

 
How
can
the
Bri5sh
Red
Cross
help
him
to
find
out
what
is
happening
 to
his
rela5ves
 
He’s
wondering
whether
to
donate
money
to
the
appeal
 
He
would
also
like
to
donate
some
of
his
winter
clothes,
and
wants
to
 find
out
where
his
nearest
Red
Cross
shop
is
to
do
so.

 
Having
donated
money
and
clothes,
he
comes
back
to
the
website
a
 month
later
to
find
out
how
the
Red
Cross
has
been
using
his
 dona5on
in
Kyrgyzstan.
 Describe
and
map
out
how
he
would
engage
with
the
Bri5sh
Red
Cross
 currently.
Highlight
the
tracing
&
message,
donate
and
shop
steps.


  21. 21. EXAMPLE CLIENT
  22. 22. One Big Field EXAMPLE CLIENT
  23. 23. One Big Field PROCESS- start
 BUSINESS LIKES/ SCENARIOS MAP OBJECTIVES DISLIKES [EXISTING] IDEATION PRIORITISE REPEAT PER ACROSS CLUSTER / CULL SCENARIO MAPS Quan5ty
[x50]
 Quality
[x2]
 SCORE PROTOTYPE IDEAS ORGANISE / PRIORTIES end
 AGAINST LIST REQS. FIRST OBJECTIVES
  24. 24. One Big Field Three key elements… 1. The process map 2. A requirement in context 3. Prioritisation image
source

  25. 25. One Big Field Lets swap!  Grouped by suit:  Watchers: Ace - 7  Players: 8 - King  Roles:  Ace – UX team leader [Syco]  8 – client contact [Elec. comms]  9, 10, Jack, Queen, King- stakeholder [Elec. Comms]
  26. 26. One Big Field Task no 2: ideation Come up with 50 ideas to improve this process. Requirements in context. [8 - King]
  27. 27. One Big Field EXAMPLE CLIENT Process map: Find information on <type X>business cover. Offering a package for the first time.
  28. 28. One Big Field EXAMPLE CLIENT
  29. 29. One Big Field Three key elements… 1. The process map 2. A requirement in context 3. Prioritisation image
source

  30. 30. One Big Field PROCESS- start
 BUSINESS LIKES/ SCENARIOS MAP OBJECTIVES DISLIKES [EXISTING] IDEATION PRIORITISE REPEAT PER ACROSS CLUSTER / CULL SCENARIO MAPS Quan5ty
[x50]
 Quality
[x2‐5]
 SCORE PROTOTYPE IDEAS ORGANISE / PRIORTIES end
 AGAINST LIST FIRST OBJECTIVES
  31. 31. One Big Field Task no 3: Strategic prioritisation Are the top ideas/requirements relevant? [Everyone]
  32. 32. One Big Field Score the top ideas against the strategic statements for the project. image
source:
OBF
workshop

  33. 33. One Big Field Strategic statements 1.  Reduce the cost of the voting system 2. Increase number of voters to over 70% 3. Gather more data on voters 4. Make system favour the Party contributing most to Commission’s retirement Fund 5. Allow voters to also audition for X-Factor
  34. 34. One Big Field PROCESS- start
 BUSINESS LIKES/ SCENARIOS MAP OBJECTIVES DISLIKES [EXISTING] IDEATION PRIORITISE REPEAT PER ACROSS CLUSTER / CULL SCENARIO MAPS Quan5ty
[x50]
 Quality
[x2‐5]
 SCORE PROTOTYPE IDEAS ORGANISE / PRIORTIES end
 AGAINST LIST FIRST OBJECTIVES
  35. 35. One Big Field EXAMPLE CLIENT …end results
  36. 36. One Big Field The three key elements… 1. The process map 2. A requirement in context 3. Prioritisation image
source

  37. 37. One Big Field 13 essential ingredients for a successful workshop image
source

  38. 38. One Big Field No
1
–
have
a
plan
 Travelex Workshop Part 1 Part 2 Intro <split & mix teams> 20 mins 15 mins 05 mins - Intros [Phil] 15 mins - review & ideate across x2 05 mins - Project overview [Phil] process-maps 10 mins - Likes/dislikes [ferg] <Split into groups> 20 mins 20 mins 10 mins - Process-map a scenario 5 & 10 mins - Process-map a scenario 1 & 2 6[open] 05 mins - Ideation [50 ideas] 05 mins - Ideation [50 ideas] 05 mins - Cluster and prioritise x2 05 mins - Cluster and prioritise x2 <repeat> <combine top ideas> 20 mins 10 mins - Process-map a scenario 3 & 4 10 mins 05 mins - Ideation [50 ideas] Prioritise [against biz objectives] 05 mins - Cluster and prioritise x2 If time, review and cluster non-selected needs / what's missing 10 mins - Coffee break 5 mins slippage overall
  39. 39. One Big Field 13 essential ingredients 1. Have a plan 8. Timekeeping & team 2. Group dynamics back up 3. Enthusiasm 9. Divide & conquer 4. Pace & flow 10. Coral the alphas, don't 5. Assets spread them out 6. Stand up! 11. The bad idea from the 7. Know your room & top dog reconfigure 12. The really good idea 13. Remember to shut-up image
source

  40. 40. One Big Field A workshop can gain you insight & build consensus with the stakeholders image
source

  41. 41. One Big Field A final point on handling large groups…
  42. 42. One Big Field Thanks! image
source:
OBF
workshop
 for…
  43. 43. One Big Field Next steps to prioritising requirements…
  44. 44. One Big Field Prioritising requirements  MoSCoW  The 1-100 scale with
Planning
Poker

  45. 45. One Big Field Planning Poker… Req 1: do the washing up after dinner – effort involved = 1 Chihuahua Req 2: build a small desk from a flatpack IKEA set – effort involved = 1 Labrador Req 3: replace the engine in your car – effort involved = 1 Great Dane Req 4: build a small nuclear fusion generator in an Afghan cave. As a prisoner – effort involved = ten Wargs [massive monster dogs from Lord of the Rings]
  46. 46. One Big Field Planning Poker… • Know that no human can accurately estimate. We just can’t do it. Accept it. • Don’t estimate based on time • Estimate requirements based on effort relative to other requirements. • Apply abstract value system e.g. 1-100, dogs • Work out what the value of 1 is per developer in time • Multiply to get real effort values • Adjust through project lifecycle
  47. 47. One Big Field Thanks! & thanks to the plants… image
source:
OBF
workshop
 for…
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My presentation for UX Bristol on Friday 15th July 2011

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