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© Operational Excellence Consulting. All rights reserved.
DESIGN THINKING
Project Template
© Operational Excellence Consulting. All rights reserved.
< Type Project Name Here >
NOTE: This is a PARTIAL PREVIEW. To
download the complete template, please
visit: https://www.oeconsulting.com.sg
3
© Operational Excellence Consulting. All rights reserved.
Name of Project Team (e.g. Problem Busters)
Insert your team photo here.
© Operational Excellence Consulting. All rights reserved. 4
Project Name: PMO Process Improvement
Business Problem Executive Sponsor:
John Smith
Design Coach:
Allan Ung
The PMO is facing challenges in project delivery, including delays, miscommunications, and inefficiencies.
There is a need to address these issues and improve overall project management practices within the
organization.
Design Challenge Investment Project Manager:
Jane Doe
Team Members:
Sarah Johnson
David Thompson
Michael Lee
POV: The PMO team needs to enhance project delivery practices because ineffective
communication, delays, and inefficiencies hinder successful project execution and
organizational growth.
HMW: How might we redesign the PMO processes to streamline project delivery, enhance
communication and collaboration, and improve overall project success rates?
Each team
member to
commit up to
20% of their
time
Project
Phases
Plan Start –
Plan End
Operational Metric Baseline Target
Project Charter
Approval
Empathize and
Define
Ideation,
Prototype and
Test
Implementation
and Results
10 Jul – 14 Jul
17 Jul – 11 Aug
14 Aug – 8 Sep
11 Sep – 6 Oct
On-time Project Delivery Percentage: Measures the
percentage of projects delivered within the agreed-upon
timelines.
X% Y%
Expected Benefits Projected Savings
§ Hard benefits: Reduced project delays, increased
project success rates, Enhanced resource utilization
§ Soft benefits: Improved collaboration and
communication, enhanced team morale, Increased
organizational agility
§ Cost reduction (X%)
§ Increased revenue generation
(X%)
Project Charter – Example
5
© Operational Excellence Consulting. All rights reserved.
7
Aug
14
Aug
21
Aug
28
Aug
4
Sep
11
Sep
18
Sep
25
Sep
1
Oct
8
Oct
15
Oct
22
Oct
29
Oct
Project charter approval
Empathize Phase
Define Phase
Ideate Phase
Prototype Phase
Test Phase
Implementation & Results
Presentation to Management
PROJECT PLAN TEMPLATE
Plan out your project timeline and milestones on a Gantt Chart
Planning Planning Phase
Define the schedule for problem solving using the Design
Thinking methodology.
© Operational Excellence Consulting. All rights reserved. 6
Framework of Design Thinking
Learn about
the audience
for whom you
are designing,
by observation
and interview.
Who is my
user? What
matters to this
person?
Create a point
of view that is
based on user
needs and
insights.
What are their
needs?
Brainstorm
and come up
with as many
creative
solutions as
possible.
Wild ideas
encouraged!
Build a
representation of
one or more of
your ideas to
show to others.
How can I show
my idea?
Remember: A
prototype is just
a rough draft!
Share your
prototyped
idea with your
original user
for feedback.
What worked?
What didn’t?
Empathize
Define
Ideate
Prototype
Test
© Operational Excellence Consulting. All rights reserved. 7
5 Action Phases of Design Thinking
DESCRIPTION
§ Learning about the audience for whom you are
designing
§ Creating your point of view (POV) based on your
insights from the empathy stage
§ Brainstorming and coming up with creative solutions
§ Building a representation of one or more of your ideas
to show to others
§ Returning to your original user group and testing your
ideas for feedback
Empathize
Define
Ideate
Prototype
Test
© Operational Excellence Consulting. All rights reserved.
Empathize Phase
1
© Operational Excellence Consulting. All rights reserved. 9
ILLUSTRATIVE
Name: John Smith, 38
Profile / Lifestyle Characteristics
§ Lawyer, single
§ Likes to play golf once a week
§ Owns an apartment in London
§ Ambitious
§ Knowledgeable
§ Financially savvy
Goals / Ambitions Behaviors / Habits
§ Wants to invest money for his retirement
§ Aiming for promotion to Senior Counsel
later this year
§ Impatient
§ Prim and proper
§ Don’t take no for an answer
Fears / Challenges Influencers & Activities
§ Not working well with colleagues
§ Unable to find time with family
§ Uncle, who is also a lawyer
§ Golf
Persona – Example
10
© Operational Excellence Consulting. All rights reserved.
PERSONA TEMPLATE
Empathize your end-users on who they are
Empathize Phase Deliverable
Name:
Profile / Lifestyle Characteristics
Goals / Ambitions Behaviors / Habits
Fears / Challenges Influencers & Activities
© Operational Excellence Consulting. All rights reserved. 11
ILLUSTRATIVE
Pain
Gain
Holiday
Maker
Think & Feel
Say & Do
Hear See
Will I have a
memorable
experience?
Tourists get
picked-
pocketed
Tourists look
happy &
having fun!
Wow, I
can shop
all day
and night!
Many locals
don’t speak
English
May not be
safe to go
out at night
Food are
cheap and
delicious!
I am
uploading
photos into
Facebook!
Food taste
really great!
I don’t want
to go home!
Polite and
patient
service staff
at hotel
Many touts
on the
streets
Traffic jam
almost
everywhere
Did the hotel
reserve us a
non-smoking
room?
Will I be hit
with food
poisoning?
Will taxi
drivers over-
charge me
for rides?
Tired walking
and carrying
shopping
bags
Taxis that
don’t use the
meter
Hot and
humid tropical
weather
Enjoy the
sightseeing
and local
food
Clean and
comfortable
hotel room
and facilities
Friends and
relatives like
my Facebook
photos
A holiday maker’s concern
Made friends
with some
locals and
tourists
The flea
markets are
interesting
Nice
breakfast
buffet
Hotel wifi is
so slow!
Empathy Map – Example 1
12
© Operational Excellence Consulting. All rights reserved.
EMPATHY MAP TEMPLATE
Empathize your end-users on what they think and feel
Empathize Phase Deliverable
What does the person
THINK & FEEL?
Customer
What really counts
Major preoccupations
Worries and aspirations
What does the person
HEAR?
What friends say
What boss says
What influencers say
What does the person
SEE?
Environment
Friends
What the market offers
What does the person
SAY & DO?
Attitude in public
Appearance
Behavior towards others
PAIN
Fears
Frustrations
Obstacles
GAIN
Wants/Needs
Measures of success
Prestige
© Operational Excellence Consulting. All rights reserved.
Define Phase
2
© Operational Excellence Consulting. All rights reserved. 14
DESIGN BRIEF
User Perception / Feedback
§ Darryl needs a fast and efficient way to track his health
and fitness
§ He runs/swims often and does not like to carry a phone
while running/swimming
Problem Statement (Point of View)
§ User could not track his health and fitness while running/swimming
Design Goal / Objective (How Might We)
§ How might we design a convenient and hands-free health and fitness tracking device for running/swimming?
Design Requirements
Our product / service should…
§ Track health and fitness while doing activity
§ Lightweight
§ Waterproof / Sweat-proof
§ Impact proof
§ Convenient to use / Hands-free
Design Brief – Example
ILLUSTRATIVE
15
© Operational Excellence Consulting. All rights reserved.
DESIGN BRIEF TEMPLATE
Define the project with your design objective and requirements
Define Phase Deliverable
DESIGN BRIEF
User Perception / Feedback
Problem Statement (Point of View)
Design Goal / Objective (How Might We)
Design Requirements
© Operational Excellence Consulting. All rights reserved. 16
Vendors / Influencers
External stakeholders
Project team
Derrick
(Design Agency)
Frank
(IT Implementor)
Stakeholder Map of an IT Project
TBD
(Steering Committee Members)
TJ
(Knowledge
Panel)
Henry
(E-business)
Calvin(Sales
Team
Lead)
Grace
(Legal/Compliance)
Amanda
(Marketing)
Danny (Designer)
Joyce (User PM)
David (IT PM)
Vendors / Influencers
Stakeholder Map – Example
ILLUSTRATIVE
© Operational Excellence Consulting. All rights reserved. 17
Customer
Actions
Activity Phase
Touchpoints
Thinking
Feeling
Backend
Processes
Look at café
surroundings
Entrance / Posters
/
Signages
§ Am I entering
the right place?
§ Is the air-con
cold enough?
Walk towards
counter
Café space
§ Can I find
seats?
§ Is there a long
queue?
Queue at the
counter to be
served
Ordering Counter /
Wall Menu Display
§ Which coffee do
I want?
§ How much does
it costs?
Payment process
(cash / membership
card / mobile app)
Seat at the table
Seat
§ Is the seat
taken?
§ Coffee done
just right.
Yummy! J
Clearing the tables
Wait at the counter
Collection Counter
§ How long do I
have to wait?
§ Is the coffee
order correct?
Brew the coffee
+
-
Enter Starbucks Find Seat Order Coffee Wait for Coffee Drink Coffee
Customer Journey – Example
ILLUSTRATIVE
© Operational Excellence Consulting. All rights reserved.
Ideate Phase
3
© Operational Excellence Consulting. All rights reserved. 19
High Benefit
Difficult to
Implement
More comfy seats
Easy to
Implement
Low Benefit
Improve Restaurant’s Customer Experience
Service training for all staff
New sound system
New payment system
iPad ordering system
Drones serving food
CRM system
Do it now!
Parking lot
Discard
ILLUSTRATIVE
Prioritization Map – Example
20
© Operational Excellence Consulting. All rights reserved.
IDEAS EVALUATION TEMPLATE
Organize your ideas by evaluating them based on a set of criteria
Ideate Phase Deliverable
Evaluation Criteria Idea A Idea B Idea C Idea D
Customer Impact
Business Impact
Potential Improvement
Feasibility
Innovativeness
Others
© Operational Excellence Consulting. All rights reserved.
Prototype Phase
4
© Operational Excellence Consulting. All rights reserved. 22
Prototype – Examples
Watch & Smartphone Electronic Clock
© Operational Excellence Consulting. All rights reserved. 23
Wireframe – Examples
UI Flow Sketch
Web Sketch Interface
© Operational Excellence Consulting. All rights reserved.
Test Phase
5
© Operational Excellence Consulting. All rights reserved. 25
Feedback Capture Grid
+
?
© Operational Excellence Consulting. All rights reserved. 26
Observer’s note on feedback of Phone A
Customer profile / background
§ Jonathan Leeson, 38
§ Lawyer, single
Pros of concept / prototype Cons of concept / prototype
§ Could turn on Phone A easily
§ Attracted by the colors
§ Commented on the ease of the buttons
§ Pleased with the features included in Phone A
§ Confused by the user interface for settings
§ Frowned at the price of Phone A
§ Commented that the size of Phone A is too big for his
pocket
Any other feedback
§ Asked if there is any problem if he wants to switch to Phone A from his existing phone
ILLUSTRATIVE
User Feedback – Example
27
© Operational Excellence Consulting. All rights reserved.
USER FEEDBACK TEMPLATE
Test your prototype by getting feedback from users
Test Phase Deliverable
USER FEEDBACK
Customer profile / background
Pros of concept / prototype Cons of concept / prototype
Any other feedback
© Operational Excellence Consulting. All rights reserved. 28
Lessons Learned
1. Learning point 1
2. Learning point 2
3. Learning point 3
4. …
© Operational Excellence Consulting. All rights reserved. 29
Project Summary
§ Business problem
§ Design challenge
- POV
- HMW
§ Solutions implemented
§ Results achieved
- Tangible results
- Intangible results
§ Future plans
© Operational Excellence Consulting. All rights reserved. 30
Operational Excellence Consulting is a management training and consulting
firm that assists organizations in improving business performance and
effectiveness. Based in Singapore, the firm’s mission is to create business
value for organizations through innovative design and operational
excellence management training and consulting solutions. For more
information, please visit www.oeconsulting.com.sg

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Design Thinking Project Template

  • 1. © Operational Excellence Consulting. All rights reserved. DESIGN THINKING Project Template
  • 2. © Operational Excellence Consulting. All rights reserved. < Type Project Name Here > NOTE: This is a PARTIAL PREVIEW. To download the complete template, please visit: https://www.oeconsulting.com.sg
  • 3. 3 © Operational Excellence Consulting. All rights reserved. Name of Project Team (e.g. Problem Busters) Insert your team photo here.
  • 4. © Operational Excellence Consulting. All rights reserved. 4 Project Name: PMO Process Improvement Business Problem Executive Sponsor: John Smith Design Coach: Allan Ung The PMO is facing challenges in project delivery, including delays, miscommunications, and inefficiencies. There is a need to address these issues and improve overall project management practices within the organization. Design Challenge Investment Project Manager: Jane Doe Team Members: Sarah Johnson David Thompson Michael Lee POV: The PMO team needs to enhance project delivery practices because ineffective communication, delays, and inefficiencies hinder successful project execution and organizational growth. HMW: How might we redesign the PMO processes to streamline project delivery, enhance communication and collaboration, and improve overall project success rates? Each team member to commit up to 20% of their time Project Phases Plan Start – Plan End Operational Metric Baseline Target Project Charter Approval Empathize and Define Ideation, Prototype and Test Implementation and Results 10 Jul – 14 Jul 17 Jul – 11 Aug 14 Aug – 8 Sep 11 Sep – 6 Oct On-time Project Delivery Percentage: Measures the percentage of projects delivered within the agreed-upon timelines. X% Y% Expected Benefits Projected Savings § Hard benefits: Reduced project delays, increased project success rates, Enhanced resource utilization § Soft benefits: Improved collaboration and communication, enhanced team morale, Increased organizational agility § Cost reduction (X%) § Increased revenue generation (X%) Project Charter – Example
  • 5. 5 © Operational Excellence Consulting. All rights reserved. 7 Aug 14 Aug 21 Aug 28 Aug 4 Sep 11 Sep 18 Sep 25 Sep 1 Oct 8 Oct 15 Oct 22 Oct 29 Oct Project charter approval Empathize Phase Define Phase Ideate Phase Prototype Phase Test Phase Implementation & Results Presentation to Management PROJECT PLAN TEMPLATE Plan out your project timeline and milestones on a Gantt Chart Planning Planning Phase Define the schedule for problem solving using the Design Thinking methodology.
  • 6. © Operational Excellence Consulting. All rights reserved. 6 Framework of Design Thinking Learn about the audience for whom you are designing, by observation and interview. Who is my user? What matters to this person? Create a point of view that is based on user needs and insights. What are their needs? Brainstorm and come up with as many creative solutions as possible. Wild ideas encouraged! Build a representation of one or more of your ideas to show to others. How can I show my idea? Remember: A prototype is just a rough draft! Share your prototyped idea with your original user for feedback. What worked? What didn’t? Empathize Define Ideate Prototype Test
  • 7. © Operational Excellence Consulting. All rights reserved. 7 5 Action Phases of Design Thinking DESCRIPTION § Learning about the audience for whom you are designing § Creating your point of view (POV) based on your insights from the empathy stage § Brainstorming and coming up with creative solutions § Building a representation of one or more of your ideas to show to others § Returning to your original user group and testing your ideas for feedback Empathize Define Ideate Prototype Test
  • 8. © Operational Excellence Consulting. All rights reserved. Empathize Phase 1
  • 9. © Operational Excellence Consulting. All rights reserved. 9 ILLUSTRATIVE Name: John Smith, 38 Profile / Lifestyle Characteristics § Lawyer, single § Likes to play golf once a week § Owns an apartment in London § Ambitious § Knowledgeable § Financially savvy Goals / Ambitions Behaviors / Habits § Wants to invest money for his retirement § Aiming for promotion to Senior Counsel later this year § Impatient § Prim and proper § Don’t take no for an answer Fears / Challenges Influencers & Activities § Not working well with colleagues § Unable to find time with family § Uncle, who is also a lawyer § Golf Persona – Example
  • 10. 10 © Operational Excellence Consulting. All rights reserved. PERSONA TEMPLATE Empathize your end-users on who they are Empathize Phase Deliverable Name: Profile / Lifestyle Characteristics Goals / Ambitions Behaviors / Habits Fears / Challenges Influencers & Activities
  • 11. © Operational Excellence Consulting. All rights reserved. 11 ILLUSTRATIVE Pain Gain Holiday Maker Think & Feel Say & Do Hear See Will I have a memorable experience? Tourists get picked- pocketed Tourists look happy & having fun! Wow, I can shop all day and night! Many locals don’t speak English May not be safe to go out at night Food are cheap and delicious! I am uploading photos into Facebook! Food taste really great! I don’t want to go home! Polite and patient service staff at hotel Many touts on the streets Traffic jam almost everywhere Did the hotel reserve us a non-smoking room? Will I be hit with food poisoning? Will taxi drivers over- charge me for rides? Tired walking and carrying shopping bags Taxis that don’t use the meter Hot and humid tropical weather Enjoy the sightseeing and local food Clean and comfortable hotel room and facilities Friends and relatives like my Facebook photos A holiday maker’s concern Made friends with some locals and tourists The flea markets are interesting Nice breakfast buffet Hotel wifi is so slow! Empathy Map – Example 1
  • 12. 12 © Operational Excellence Consulting. All rights reserved. EMPATHY MAP TEMPLATE Empathize your end-users on what they think and feel Empathize Phase Deliverable What does the person THINK & FEEL? Customer What really counts Major preoccupations Worries and aspirations What does the person HEAR? What friends say What boss says What influencers say What does the person SEE? Environment Friends What the market offers What does the person SAY & DO? Attitude in public Appearance Behavior towards others PAIN Fears Frustrations Obstacles GAIN Wants/Needs Measures of success Prestige
  • 13. © Operational Excellence Consulting. All rights reserved. Define Phase 2
  • 14. © Operational Excellence Consulting. All rights reserved. 14 DESIGN BRIEF User Perception / Feedback § Darryl needs a fast and efficient way to track his health and fitness § He runs/swims often and does not like to carry a phone while running/swimming Problem Statement (Point of View) § User could not track his health and fitness while running/swimming Design Goal / Objective (How Might We) § How might we design a convenient and hands-free health and fitness tracking device for running/swimming? Design Requirements Our product / service should… § Track health and fitness while doing activity § Lightweight § Waterproof / Sweat-proof § Impact proof § Convenient to use / Hands-free Design Brief – Example ILLUSTRATIVE
  • 15. 15 © Operational Excellence Consulting. All rights reserved. DESIGN BRIEF TEMPLATE Define the project with your design objective and requirements Define Phase Deliverable DESIGN BRIEF User Perception / Feedback Problem Statement (Point of View) Design Goal / Objective (How Might We) Design Requirements
  • 16. © Operational Excellence Consulting. All rights reserved. 16 Vendors / Influencers External stakeholders Project team Derrick (Design Agency) Frank (IT Implementor) Stakeholder Map of an IT Project TBD (Steering Committee Members) TJ (Knowledge Panel) Henry (E-business) Calvin(Sales Team Lead) Grace (Legal/Compliance) Amanda (Marketing) Danny (Designer) Joyce (User PM) David (IT PM) Vendors / Influencers Stakeholder Map – Example ILLUSTRATIVE
  • 17. © Operational Excellence Consulting. All rights reserved. 17 Customer Actions Activity Phase Touchpoints Thinking Feeling Backend Processes Look at café surroundings Entrance / Posters / Signages § Am I entering the right place? § Is the air-con cold enough? Walk towards counter Café space § Can I find seats? § Is there a long queue? Queue at the counter to be served Ordering Counter / Wall Menu Display § Which coffee do I want? § How much does it costs? Payment process (cash / membership card / mobile app) Seat at the table Seat § Is the seat taken? § Coffee done just right. Yummy! J Clearing the tables Wait at the counter Collection Counter § How long do I have to wait? § Is the coffee order correct? Brew the coffee + - Enter Starbucks Find Seat Order Coffee Wait for Coffee Drink Coffee Customer Journey – Example ILLUSTRATIVE
  • 18. © Operational Excellence Consulting. All rights reserved. Ideate Phase 3
  • 19. © Operational Excellence Consulting. All rights reserved. 19 High Benefit Difficult to Implement More comfy seats Easy to Implement Low Benefit Improve Restaurant’s Customer Experience Service training for all staff New sound system New payment system iPad ordering system Drones serving food CRM system Do it now! Parking lot Discard ILLUSTRATIVE Prioritization Map – Example
  • 20. 20 © Operational Excellence Consulting. All rights reserved. IDEAS EVALUATION TEMPLATE Organize your ideas by evaluating them based on a set of criteria Ideate Phase Deliverable Evaluation Criteria Idea A Idea B Idea C Idea D Customer Impact Business Impact Potential Improvement Feasibility Innovativeness Others
  • 21. © Operational Excellence Consulting. All rights reserved. Prototype Phase 4
  • 22. © Operational Excellence Consulting. All rights reserved. 22 Prototype – Examples Watch & Smartphone Electronic Clock
  • 23. © Operational Excellence Consulting. All rights reserved. 23 Wireframe – Examples UI Flow Sketch Web Sketch Interface
  • 24. © Operational Excellence Consulting. All rights reserved. Test Phase 5
  • 25. © Operational Excellence Consulting. All rights reserved. 25 Feedback Capture Grid + ?
  • 26. © Operational Excellence Consulting. All rights reserved. 26 Observer’s note on feedback of Phone A Customer profile / background § Jonathan Leeson, 38 § Lawyer, single Pros of concept / prototype Cons of concept / prototype § Could turn on Phone A easily § Attracted by the colors § Commented on the ease of the buttons § Pleased with the features included in Phone A § Confused by the user interface for settings § Frowned at the price of Phone A § Commented that the size of Phone A is too big for his pocket Any other feedback § Asked if there is any problem if he wants to switch to Phone A from his existing phone ILLUSTRATIVE User Feedback – Example
  • 27. 27 © Operational Excellence Consulting. All rights reserved. USER FEEDBACK TEMPLATE Test your prototype by getting feedback from users Test Phase Deliverable USER FEEDBACK Customer profile / background Pros of concept / prototype Cons of concept / prototype Any other feedback
  • 28. © Operational Excellence Consulting. All rights reserved. 28 Lessons Learned 1. Learning point 1 2. Learning point 2 3. Learning point 3 4. …
  • 29. © Operational Excellence Consulting. All rights reserved. 29 Project Summary § Business problem § Design challenge - POV - HMW § Solutions implemented § Results achieved - Tangible results - Intangible results § Future plans
  • 30. © Operational Excellence Consulting. All rights reserved. 30 Operational Excellence Consulting is a management training and consulting firm that assists organizations in improving business performance and effectiveness. Based in Singapore, the firm’s mission is to create business value for organizations through innovative design and operational excellence management training and consulting solutions. For more information, please visit www.oeconsulting.com.sg