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All Together Now
Participatory Design Workshop • HXR 2014
Katie McCurdy
User Experience Designer
Consultant, E-patient
@katiemccurdy
Susan Dybbs
Design Director
CollectiveHealth
@d...
Tell us your name, what you do,
why you’re here
AGENDA
+ What is Participatory Design, & how can I use it?
+ Exercise 1
+ Break
+ Exercise 2
+ ‘How to do it’
+ Reflect
WHY WE’RE HERE
Designing without our end
users just doesn’t work.
Participatory Design!
WE WANT YOU TO WALK AWAY WITH:
+ Practical experience as a participant
+ Excitement about participatory design
+ Confidenc...
We want you to have fun!
WHAT
Participatory design brings your end
users into the design process, usually
in a workshop format. Also called co-
des...
WHAT
Can be used to help design
digital or physical products…or
services, workflows, systems,
policies, etc.
WHY
+ Research emotionally charged
subject matter
+ Uncover users needs and mental
models
WHY
Creative, hands-on process
means you have amazing
artifacts to refer to later
WHY
Helps you find the real problems
and make sure you’re designing
the right thing
WHAT NOT
Not about firing the designer and
hiring users to design our products
IT’S ABOUT DESIGN OPPORTUNITIES
Requirements, behaviors, roles,
mental models, priorities
BUILDING EMPATHY
Bringing the end user’s voice into our
process, building deep empathy and
collaboration
WHEN
+ Beginning of a project
+ Middle of a project
Preconditionin
g
Participatory
Session
Conversation
& Analysis
HOW
EXERCISE
E X E R C I S E 1 • 2 0 MI N U T E S
Emotionally charged subject matter
Fill out the questionnaire
Using the materials pro...
EXAMPLE
What was your ER experience like?
E X E R C I S E 1 • 2 0 MI N U T E S
Distilling themes
Take turns interviewing and taking notes
(write one idea per sticky...
ON FACILITATING
+ Ask open-ended questions:
+ Why is that important?
+ How do you use that?
+ Could you say more about tha...
THIS IS GOOD FOR
Understanding
users’
experience and
mental models
THIS IS NOT GOOD FOR
Prioritizing
features
EXERCISE
E X E R C I S E 2 • 2 0 MI N U T E S
Harnessing Expertise
Fill out the questionnaire
Using the materials provided, create ...
EXAMPLE
What is your ideal waiting room
like?
THIS IS GOOD FOR
Gathering
information,
hierarchy and
experience
needs
THIS IS NOT GOOD FOR
Creating a final
design
Participatory Design: how to do it
There’s no perfect way
1. UNDERSTAND YOUR GOALS
+ What information are you looking for?
- Emotional, physical, task-based needs?
- One point in t...
2. UNDERSTAND WHO SHOULD PARTICIPATE
Photo credits: https://www.flickr.com/photos/nic/
2. UNDERSTAND WHO SHOULD PARTICIPATE
+ Who has knowledge of the domain area?
+ What are their attributes?
+ Where can you ...
3. PICK EXERCISES
+ What activities will reveal the best
insights?
+ Collage, timeline, etc?
+ How can participants play o...
4. PLAN, PLAN, PLAN
+ Down-to-the-minute
session plan
+ Be realistic with time
+ Be on top of recruiting
5. PREP EXERCISE MATERIALS
+ ‘Just enough’ for personal expression
+ Fewer options helps people work faster
+ Cut-outs, st...
6. RESERVE A SPACE
+ Re-arrangeable is good
+ Walls to put up and review work
+ Casual
7. COME UP WITH AN A/V PLAN
+ How will you capture the session?
+ Photos, video
+ (Something will go wrong-so plan for it)
8. THINK ABOUT FOOD & DRINK
+ Festive atmosphere, keep energy up
+ How much should you get? What time
should you order it?...
9. GET AN ASSISTANT
+ Help take notes, ask & answer questions,
deal with A/V issues, etc.
10. DO A DRY RUN
+ Helps you work out the kinks, make sure
the session will go smoothly
11. BE A CHECKLIST FREAK
+ Week before
+ Day before
+ Day-of
BE A CHECKLIST FREAK
Leading up to session
 Get participant compensation together
 Prepare NDA and consent forms
 Make ...
12. ON FACILITATING
+ Ask open-ended questions:
+ Why is that important?
+ How do you use that?
+ Could you say more about...
13. DISTILLING INSIGHTS
+ Review physical artifacts, watch session
video; gather pithy comments & insights
+ See what them...
R E F L E C T • 5 MI N U T E S
How can you bring it back?
On a notecard: write down at least 1 way
you can bring participa...
@dybbsy
@katiemccurdy
Thanks!
katiemccurdy.com/participatory-design
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All Together Now: Leveraging Participatory Design to Create Innovative and User-centered Health Care Solutions (presented at Healthcare Experience Refactored 2014)

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This workshop was presented at the Healthcare Experience Refactored conference by Susan Dybbs and Katie McCurdy.

***

Dusty, unused PHRs. Complex EHRs out of line with clinicians’ workflows. Clearly many of our best attempts to improve healthcare with digital tools are failing. It’s not for a lack of time or money—it is because the design of these tools is not rooted in users’ needs, behaviors, preferences, or even ergonomics. Now is the time to bring the end user back into the design process.

A Participatory Design session brings end users together to help them articulate their needs and generate solutions. When conducted throughout the design process, this method allows us to create delightful experiences that truly address user’s needs, mental models and context – and that they actually want to use.

Susan and Katie will leverage their experience as User Experience Designers and Researchers to help you get acquainted with the theory and practice behind Participatory Design. By the end of this hands-on workshop, you’ll have a good understanding of participatory design techniques; you’ll understand when participatory design is useful, and you’ll have experienced this technique first-hand as a participant. Whether your end users are patients, healthcare professionals, or administrators, you’ll walk away with the basic skills to conduct your own Participatory Design workshops.

This session is for anyone who wants to understand how to bring the end user’s voice into the design process.

Published in: Design, Technology, Business
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All Together Now: Leveraging Participatory Design to Create Innovative and User-centered Health Care Solutions (presented at Healthcare Experience Refactored 2014)

  1. 1. All Together Now Participatory Design Workshop • HXR 2014
  2. 2. Katie McCurdy User Experience Designer Consultant, E-patient @katiemccurdy Susan Dybbs Design Director CollectiveHealth @dybbsy
  3. 3. Tell us your name, what you do, why you’re here
  4. 4. AGENDA + What is Participatory Design, & how can I use it? + Exercise 1 + Break + Exercise 2 + ‘How to do it’ + Reflect
  5. 5. WHY WE’RE HERE Designing without our end users just doesn’t work.
  6. 6. Participatory Design!
  7. 7. WE WANT YOU TO WALK AWAY WITH: + Practical experience as a participant + Excitement about participatory design + Confidence to plan your own session
  8. 8. We want you to have fun!
  9. 9. WHAT Participatory design brings your end users into the design process, usually in a workshop format. Also called co- designing.
  10. 10. WHAT Can be used to help design digital or physical products…or services, workflows, systems, policies, etc.
  11. 11. WHY + Research emotionally charged subject matter + Uncover users needs and mental models
  12. 12. WHY Creative, hands-on process means you have amazing artifacts to refer to later
  13. 13. WHY Helps you find the real problems and make sure you’re designing the right thing
  14. 14. WHAT NOT Not about firing the designer and hiring users to design our products
  15. 15. IT’S ABOUT DESIGN OPPORTUNITIES Requirements, behaviors, roles, mental models, priorities
  16. 16. BUILDING EMPATHY Bringing the end user’s voice into our process, building deep empathy and collaboration
  17. 17. WHEN + Beginning of a project + Middle of a project
  18. 18. Preconditionin g Participatory Session Conversation & Analysis HOW
  19. 19. EXERCISE
  20. 20. E X E R C I S E 1 • 2 0 MI N U T E S Emotionally charged subject matter Fill out the questionnaire Using the materials provided, create a map of your ER experience 1 2
  21. 21. EXAMPLE
  22. 22. What was your ER experience like?
  23. 23. E X E R C I S E 1 • 2 0 MI N U T E S Distilling themes Take turns interviewing and taking notes (write one idea per sticky note) Cluster related sticky notes together 1 2
  24. 24. ON FACILITATING + Ask open-ended questions: + Why is that important? + How do you use that? + Could you say more about that? + Can you give me an example? + Understand why they’re doing things, and in what order
  25. 25. THIS IS GOOD FOR Understanding users’ experience and mental models THIS IS NOT GOOD FOR Prioritizing features
  26. 26. EXERCISE
  27. 27. E X E R C I S E 2 • 2 0 MI N U T E S Harnessing Expertise Fill out the questionnaire Using the materials provided, create a collage of your ideal waiting room 1 2
  28. 28. EXAMPLE
  29. 29. What is your ideal waiting room like?
  30. 30. THIS IS GOOD FOR Gathering information, hierarchy and experience needs THIS IS NOT GOOD FOR Creating a final design
  31. 31. Participatory Design: how to do it
  32. 32. There’s no perfect way
  33. 33. 1. UNDERSTAND YOUR GOALS + What information are you looking for? - Emotional, physical, task-based needs? - One point in time or spanning time?
  34. 34. 2. UNDERSTAND WHO SHOULD PARTICIPATE Photo credits: https://www.flickr.com/photos/nic/
  35. 35. 2. UNDERSTAND WHO SHOULD PARTICIPATE + Who has knowledge of the domain area? + What are their attributes? + Where can you find them? + Start a screener – 6 to 9 is usually a good number of people
  36. 36. 3. PICK EXERCISES + What activities will reveal the best insights? + Collage, timeline, etc? + How can participants play off each other? + How many people? + Plan pre-conditioning + Resources at katiemccurdy.com/participatory-design
  37. 37. 4. PLAN, PLAN, PLAN + Down-to-the-minute session plan + Be realistic with time + Be on top of recruiting
  38. 38. 5. PREP EXERCISE MATERIALS + ‘Just enough’ for personal expression + Fewer options helps people work faster + Cut-outs, stickers, tape, glue…?
  39. 39. 6. RESERVE A SPACE + Re-arrangeable is good + Walls to put up and review work + Casual
  40. 40. 7. COME UP WITH AN A/V PLAN + How will you capture the session? + Photos, video + (Something will go wrong-so plan for it)
  41. 41. 8. THINK ABOUT FOOD & DRINK + Festive atmosphere, keep energy up + How much should you get? What time should you order it? How will it arrive? + How messy is it?
  42. 42. 9. GET AN ASSISTANT + Help take notes, ask & answer questions, deal with A/V issues, etc.
  43. 43. 10. DO A DRY RUN + Helps you work out the kinks, make sure the session will go smoothly
  44. 44. 11. BE A CHECKLIST FREAK + Week before + Day before + Day-of
  45. 45. BE A CHECKLIST FREAK Leading up to session  Get participant compensation together  Prepare NDA and consent forms  Make sure all exercise supplies are ready/printed/purchased  Session plan is created, down to the minute  Remind participants – by email or phone – the day before the session  Make a list of everything you need to bring to the session Day-of  Plan & order food, get napkins/kleenex  Make signs/tell front desk person where to send people  Test A/V  Put out exercise materials, set up your space & seating arrangements  Have your session plan handy, make sure you can see a clock
  46. 46. 12. ON FACILITATING + Ask open-ended questions: + Why is that important? + How do you use that? + Could you say more about that? + Can you give me an example? + Understand why they’re doing things, and in what order
  47. 47. 13. DISTILLING INSIGHTS + Review physical artifacts, watch session video; gather pithy comments & insights + See what themes arise + Include your team + How can you creatively communicate findings?
  48. 48. R E F L E C T • 5 MI N U T E S How can you bring it back? On a notecard: write down at least 1 way you can bring participatory design back to your work life Share 1 2
  49. 49. @dybbsy @katiemccurdy Thanks! katiemccurdy.com/participatory-design

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