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Brad Nunnally - @bnunnally
Russ Unger - @russu
| Perficient XD
| GE Capital Americas
The Workshop
Workshop
Introductions
• Name
• Title & Where You Work
• The First Concert You Attended
Today’s Agenda
• Introduction
• Agendas
• Role of the Facilitator
• Activities
• Why Workshops?
• Types of Workshops
• Pla...
Agendas Define Workshop Structure
Every Workshop Deserves an Agenda
"I've often found, though, that
deserving and happening don't
always necessarily go toge...
Creating Your Roadmap
Agenda 101
• High level Activities
• Topics To Be Covered
• Time Table
• Break Times
• Communicate Purpose
• Introduce You...
Example
Example
Sharing the Agenda
YourRole:Facilitator
Facilitators Do These Things:
• Define the Teams
• Define the Goal(s)
• Define the Task(s)
• Keep the Task on Track
• Keep th...
Asking“Why?”
What’s in a “Why?”
It’s probably the most under-used question in all of business
Why “Why?” Matters
they
HandlingQuestions
No More Words
Do Do Do!
• Establish Q&A Rules Upfront
• Know Your Topic
• Repeat the Question
• Incentivize
• Be Aware of the Time
• Con...
ThisIsHowWeDoIt
Project Overview
Activities Overview
Your Agenda
Your Turn!
1: Understand Users
Your Turn!
1: Understand Users
2: Refine Requirements
Your Turn!
1: Understand Users
2: Refine Requirements
3: Define High-Level Content
Your Turn!
1: Understand Users
2: Refine Requirements
3: Define High-Level Content
4: Page Exploration
WhyWorkshops?
Workshops Are Everywhere.
-Russ Unger
“We are all event planners now.”
Sound Familiar?
Let’s whiteboard
this out...
I’ll schedule a
quick brainstorm...
We’ll plan a
working session...
Can we sk...
Lead & Collaborate
TypesofWorkshops
Kickoff Workshops
Exploratory
Decision-Making
Team-Based Activities
Teams can be as small or as large as necessary
Planning&Preparation
Be Prepared
Orchestration is Key
• What, When, Where, Etc.
Prepare the workshop-specific details
• Follow-Up
Collecting & distributing ...
-Russ Unger
“We are all event planners
now.”
- Russ Unger
- Scott Berkun
How to Prepare
• UX-Type methods; rapid prototyping
• Rough outline & slides; practice
• Itera...
Elements of a Workshop
• People
• Timeline
• Agenda
• Environment
• Materials
• Supplies
• Presentation (if needed)
• Goal...
WorkshopEnvironment
MVW
Minimum Viable Workshop
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords WORDSWORD...
Know Your Stuff. The Stuff That is YOURS.
Your Stuff
• Computer, Software, Files, Etc.
• Cables & Connections
• Remote Control
• A/V
• Supplies
• The Internet
• Ref...
Know Their Stuff. The Stuff That Is NOT YOURS.
Their Stuff
• The Room
• Their Computer?!
• Audio Quality
• Video / Projector & Settings
• Microphones
• The Internet
• No...
No Tools. No Problem.
- Nathan Shedroff
“Know your [content] and be
prepared to tell it no matter
what happens with the
te...
Practicing
Preparing is
• UX-Type methods; rapid prototyping
• Rough outline & slides; practice
• Iterate at challenge areas
• Repeat...
Practicing Secrets
Note CardsResearch Notes/Outline
PracticeSlides Practice Practice PracticePr
Practice
-Russ Unger
“The only wrong way to
practice is to not practice.”
People&Personalities
Patterns of Personalities
Every person is unique, but we share a lot of similar attributes
Body language 101
Position of Arms
Closed Arms
Protective of “Core”
Closed Off
Resistant or Challenging
Open Arms
Showing Trust
Accepting or...
The Cowboy
Sizing Someone Up
Aggressive Stance
Could be Good or Bad
Laid Back
Showing Off Confidence
Ready To Act/Move On
Ready For Their Turn
Edge of Seat
Excited and Passionate
Wants The Floor
Ready to Contribute
Self-Awareness is Key
Learning Control
There is no spoon.
Nope.
No spoon.
None.
See ya later, spoon.
Post-Workshop
Measuring Success
How’d You Do?
-Adam Polansky
“The most successful companies in
history and entire communities of
practice emerged from a single,
astute,...
AdditionalResources
Additional Resources
So What?
How does this all relate to the larger picture?
Workshops should make these very clear:
• What do we accomplish?
...
Thank
You!
Brad Nunnally - @bnunnally
Russ Unger - @russu
| Perficient XD
| GE Capital Americas
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UX Lisbon - The Workshop Workshop

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You have attended workshops, you have seen them masterfully commanded by other people, and you really want to get a handle on doing this workshop thing yourself. This workshop is the workshop that will help you create and facilitate a workshop of your very own, in whatever workshop fashion you decide upon.

Mushroom Mushroom
Russ Unger will help you identify the path unlocking the workshop achievement in whatever platform you choose. You will learn how to plan your agenda, structure your workshop, and identify the tools that are needed to help you along the way. Preparation is only a small portion of The Workshop Workshop; you will also gain from the wisdom of the CrankyTalk Workshops to help you feel more comfortable with your material–and yourself–in front of a group of people who are relying upon you to be their guide.

Snake
There will be activities where you will experience the true nature of “trial by fire” or “getting your feet wet” (whichever metaphor you prefer). That is correct: You will be leading your very own workshop within The Workshop Workshop, and presenting your findings and results back to the rest of the workshop attendees.

Bring your most comfortable pair of shoes, your favorite writing utensil, and all the gumption you can muster.

Published in: Design, Technology
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UX Lisbon - The Workshop Workshop

  1. 1. Brad Nunnally - @bnunnally Russ Unger - @russu | Perficient XD | GE Capital Americas The Workshop Workshop
  2. 2. Introductions • Name • Title & Where You Work • The First Concert You Attended
  3. 3. Today’s Agenda • Introduction • Agendas • Role of the Facilitator • Activities • Why Workshops? • Types of Workshops • Planning & Preparation • Workshop Environments • Practicing • People & Personalities • Post-Workshop • Additional Resources
  4. 4. Agendas Define Workshop Structure
  5. 5. Every Workshop Deserves an Agenda "I've often found, though, that deserving and happening don't always necessarily go together." -Tasslehoff Burrfoot
  6. 6. Creating Your Roadmap
  7. 7. Agenda 101 • High level Activities • Topics To Be Covered • Time Table • Break Times • Communicate Purpose • Introduce Yourself • Define Outcomes • Additional Background • Additional Roles
  8. 8. Example
  9. 9. Example
  10. 10. Sharing the Agenda
  11. 11. YourRole:Facilitator
  12. 12. Facilitators Do These Things: • Define the Teams • Define the Goal(s) • Define the Task(s) • Keep the Task on Track • Keep the Task on Time • Provide Guidance • Provide Focus • Avoid Contributing Unless Required; Guides Through Group • Provides a Framework • Follows Agenda
  13. 13. Asking“Why?”
  14. 14. What’s in a “Why?” It’s probably the most under-used question in all of business
  15. 15. Why “Why?” Matters they
  16. 16. HandlingQuestions
  17. 17. No More Words
  18. 18. Do Do Do! • Establish Q&A Rules Upfront • Know Your Topic • Repeat the Question • Incentivize • Be Aware of the Time • Continue the Conversation Later Do Not Not Not! • Fear Not Knowing an Answer • Relinquish Control • Answer Everything RIGHT NOW • Fight, Argue, Battle, Rage • Feel Forced to Do Q&A • Fear Owning a Mistake
  19. 19. ThisIsHowWeDoIt
  20. 20. Project Overview
  21. 21. Activities Overview
  22. 22. Your Agenda
  23. 23. Your Turn! 1: Understand Users
  24. 24. Your Turn! 1: Understand Users 2: Refine Requirements
  25. 25. Your Turn! 1: Understand Users 2: Refine Requirements 3: Define High-Level Content
  26. 26. Your Turn! 1: Understand Users 2: Refine Requirements 3: Define High-Level Content 4: Page Exploration
  27. 27. WhyWorkshops?
  28. 28. Workshops Are Everywhere.
  29. 29. -Russ Unger “We are all event planners now.”
  30. 30. Sound Familiar? Let’s whiteboard this out... I’ll schedule a quick brainstorm... We’ll plan a working session... Can we sketch out some ideas together?
  31. 31. Lead & Collaborate
  32. 32. TypesofWorkshops
  33. 33. Kickoff Workshops
  34. 34. Exploratory
  35. 35. Decision-Making
  36. 36. Team-Based Activities Teams can be as small or as large as necessary
  37. 37. Planning&Preparation
  38. 38. Be Prepared
  39. 39. Orchestration is Key • What, When, Where, Etc. Prepare the workshop-specific details • Follow-Up Collecting & distributing outcomes • Structure & Timing Planning the Activity / Activities • Organize the Attendees Getting the right people, place, time
  40. 40. -Russ Unger “We are all event planners now.”
  41. 41. - Russ Unger - Scott Berkun How to Prepare • UX-Type methods; rapid prototyping • Rough outline & slides; practice • Iterate at challenge areas • Repeat until no changes needed - Christina Wodtke • Get your content out quickly • Fix the things that are vague • Remove needless content • Tighten up; get the story right • Get ideas out without a filter • Assess; add where necessary • Cut without mercy • Repeat. Repeat. Repeat.
  42. 42. Elements of a Workshop • People • Timeline • Agenda • Environment • Materials • Supplies • Presentation (if needed) • Goals • Outcomes • Samples
  43. 43. WorkshopEnvironment
  44. 44. MVW Minimum Viable Workshop WORDS WORDSwords WORDS WORDSwords WORDS WORDSwords WORDS WORDSwords WORDS WORDSwords WORDSWORDSwords WORDS WORDSwords WORDS WORDSwords WORDS WORDSwords WORDS WORDSwordsWORDS WORDSwords WORDS WORDSwords WORDS WORDS words WORDS WORDSwords WORDS WORDSwords WORDSWORDSwords WORDS WORDSwords WORDS WORDSwords WORDS
  45. 45. Know Your Stuff. The Stuff That is YOURS.
  46. 46. Your Stuff • Computer, Software, Files, Etc. • Cables & Connections • Remote Control • A/V • Supplies • The Internet • Reference Materials • Food & Snacks
  47. 47. Know Their Stuff. The Stuff That Is NOT YOURS.
  48. 48. Their Stuff • The Room • Their Computer?! • Audio Quality • Video / Projector & Settings • Microphones • The Internet • No Internet?!
  49. 49. No Tools. No Problem. - Nathan Shedroff “Know your [content] and be prepared to tell it no matter what happens with the technology.”
  50. 50. Practicing
  51. 51. Preparing is • UX-Type methods; rapid prototyping • Rough outline & slides; practice • Iterate at challenge areas • Repeat until no changes needed - Scott Berkun - Christina Wodtke • Get your content out quickly • Fix the things that are vague • Remove needless content • Tighten up; get the story right • Get ideas out without a filter • Assess; add where necessary • Cut without mercy • Repeat. Repeat. Repeat.- Russ Unger Practicing
  52. 52. Practicing Secrets Note CardsResearch Notes/Outline PracticeSlides Practice Practice PracticePr Practice
  53. 53. -Russ Unger “The only wrong way to practice is to not practice.”
  54. 54. People&Personalities
  55. 55. Patterns of Personalities Every person is unique, but we share a lot of similar attributes
  56. 56. Body language 101
  57. 57. Position of Arms Closed Arms Protective of “Core” Closed Off Resistant or Challenging Open Arms Showing Trust Accepting or Welcoming
  58. 58. The Cowboy Sizing Someone Up Aggressive Stance Could be Good or Bad
  59. 59. Laid Back Showing Off Confidence Ready To Act/Move On Ready For Their Turn
  60. 60. Edge of Seat Excited and Passionate Wants The Floor Ready to Contribute
  61. 61. Self-Awareness is Key
  62. 62. Learning Control There is no spoon. Nope. No spoon. None. See ya later, spoon.
  63. 63. Post-Workshop
  64. 64. Measuring Success How’d You Do?
  65. 65. -Adam Polansky “The most successful companies in history and entire communities of practice emerged from a single, astute, shared observation.”
  66. 66. AdditionalResources
  67. 67. Additional Resources
  68. 68. So What? How does this all relate to the larger picture? Workshops should make these very clear: • What do we accomplish? • What do we gain/save? • Why did we spend this time together?- Dr. Arthur P. Doederlein
  69. 69. Thank You! Brad Nunnally - @bnunnally Russ Unger - @russu | Perficient XD | GE Capital Americas

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