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Tailored workshops - getting real results through design @ NUXCamp 2016


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A 3 hour workshop on how to design your own tailored workshops to ensure success for your project. Delivered at NUXCamp, Leeds, April 2016.

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Tailored workshops - getting real results through design @ NUXCamp 2016

  1. 1. Tailored Workshops Boon Yew Chew @boonych NUXCamp Leeds, UK 25 April 2016 Getting real results through design
  2. 2. Today's Agenda 1. Workshops: Intro, Preparing, Planning 2. Exercise 1: Design your ideal workshop 3. Workshops: Running, Ensuring success 4. Exercise 2: Stress test your workshop design 5. Q&A
  3. 3. Some house rules... Phones on silent Be a team player Get creative Have fun
  4. 4. Warm up exercise
  5. 5. Write on post-its: Reasons for a good workshop Reasons for a bad workshop ...based on your experience
  6. 6. 1. What's a workshop anyway? 1. What's a workshop anyway?
  7. 7. Workshops are bounded, participatory, structured activities where groups of people work towards a shared, focussed outcome. “
  8. 8. Not workshops... Discussions Stand-Ups Lectures / Talks Usability Tests Team Outings Pitches
  9. 9. Many workshop varieties... Kickoffs Alignment Upskilling Prioritisation Decision-making Ideation Co-creation Roadmapping Visioning Planning Estimating Situational awareness
  10. 10. Many workshop methods and tools... Tools and methods Approaches and styles Simple and easy (e.g. hand votes) vs. complex (e.g. graphic facilitation)
  11. 11. There is no "one size fits all"
  12. 12. Why tailored workshops? Every situation is unique Cookie-cutter methods are just one starting point Aim precisely towards your vision Embrace your own style and approach
  13. 13. 2. Laying the right foundations
  14. 14. Workshops are design problems Use craft skills Observe, Listen, Empathise Solve complex problems Sounds familiar?
  15. 15. Prep Plan Run Act
  16. 16. Prep Plan Run Act What information do we already know? What gaps currently exist? What is the real problem we're trying to solve? Who would we need to solve this problem? What resources are available? Are there other alternatives? and so on...
  17. 17. Tips for prep phase Understand your audiences Gather research and data to reuse Be clear on your goals Know how it all fits together Adopt pragmatic optimism Ask lots of questions
  18. 18. Stuff I've done before in the past Research my own clients / teams Audit and sketch out a "map" of the project or system Gather and organise data to be referenced and shared Listen and understand everyone's motivations / goals / agendas Analyse other similar projects / case studies
  19. 19. insights ideas
  20. 20. Inspiration for workshop ideas Attend different workshops Books and websites YouTube / Vimeo
  21. 21. Trust your gut
  22. 22. 3. Planning workshops effectively
  23. 23. Prep Plan Run Act
  24. 24. Start with a brain dump, then organise it into a structure Purpose Background References Audience Roles & responsibilities Schedule Format Materials Checklists Why Who What, How, When...
  25. 25. Keep rough notes, then document well separately
  26. 26. Tailored Workshops workshop plan NUX Camp. Monday, 25 April 2016. Location: White Cloth Gallery, 24‐26 Aire Street, Leeds. LS1 4HT Table of Contents NUXCamp workshop synopsis Workshop objectives Workshop schedule Checklist Handouts Scenario A — Teaching UX basics to a major high street bank Scenario B — Plan a kickoff meeting with new stakeholders Scenario C — Aligning different content priorities across teams Resources References NUXCamp workshop synopsis “Tailored workshops — Getting real results through design” See an example image attribution url goes here
  27. 27. Share your outline with the group image attribution url goes here
  28. 28. Tips for planning Keep things simple Embrace limitations and scope Stress test your plan Build in contingencies Take a walk
  29. 29. Workshop exercise 1
  30. 30. 10 minutes break
  31. 31. 4. Running it well
  32. 32. Prep Plan Run Act
  33. 33. Running a workshop requires different skills and approaches to planning for it. “
  34. 34. Stay out of the centre. - Scott Berkun “
  35. 35. Common questions "Who are you?" "Why are we here?" "What are we doing?" "How will this help?" "What's next?"
  36. 36. Common questions "Who are you?" "Why are we here?" "What are we doing?" "How will this help?" "What's next?" Introductions Objective Agenda Activities Summary
  37. 37. Go big materials Self-adhesive flip charts Sharpies Edding 33 markers Post its — square and rectangle A4 paper White tac / sticking dots
  38. 38. Room design Atmosphere of the room Walls to present from Space to move about Pods for group work Allocate a "parking lot" Check the A/V setup
  39. 39. Tips for running State assumptions up front Guide towards the goal Be present, listen and observe Ensure everyone can contribute Observe energy levels
  40. 40. 5. Success after the workshop
  41. 41. Prep Plan Run Act
  42. 42. The real work begins when the workshop ends. “
  43. 43. After everyone leaves Capture everything Make extra notes yourself Email out high level thoughts Store outputs somewhere safe Let stuff settle in your head
  44. 44. Synthesis is learning Send a summary email ASAP Relate learnings to objectives Organise and summarise Share outputs to everyone Explain "what's next" Watch carefully how participants react over time
  45. 45. Take the long view Workshops are not "one off" Real value is culture and behaviour change Keep reminding your group back to the learnings Persist until you see change happen
  46. 46. Workshop exercise 2
  47. 47. Final thoughts Work backwards from your vision Go deep and broad Don't go it alone Take calculated risks Take the long view Celebrate wins together!
  48. 48. Questions?
  49. 49. Thanks. @boonych