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Visual Tools & Innovation Games
Getting everyone onto the same page
Ruven Gotz
Avanade
Michelle Caldwell
Avanade
Low-tech social network
Draw your AvatarU
Add your name for
the Avatar
“Tag” your AvatarDraw your Avatar
“Upload” your
Ava...
Low-tech social network
FILL IN YOUR PROFILE on the Yellow Post-it
• Avatar (a picture that represents you)
• Your Name
• ...
DIRECTOR &
REGIONAL LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
DIRECTOR &
NATIONAL LEAD
Ruven Gotz
ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
Agenda
Part 1
• Low tech social
• Introduction
• Shared Understanding
• Innovation Games & Visual Tools
• Soft Skills
• Re...
Make a Connection & Build a Network
SHARE 2012 | 8
Shared understanding
SHARE 2012 | 9
SHARE 2012 | 10
SHARE 2012 | 11
SHARE 2012 | 12
SHARE 2012 | 13
Yes!
A bridge!
Odds of
Success?
SHARE 2012 | 15
Project
goes?
SHARE 2012 | 16
Same
page
SHARE 2012 | 17
Wicked
problems
Hard
(but tame)
Wicked
Guess what
SharePoint is…
SHARE 2012 |
Usually a bunch
of people who all
have a different
idea of what
success looks like
, won’t talk to each other
Dealing with humans
in tough circumstances
Dealing with humans
in tough circumstances
My three rules of SharePoint
1. Simplicity
2. Simplicity
3. Simplicity
SHARE 2012 | 26
How do gamestorming & visual
tools help?
Involves People
Egalitarian & Participatory
• Equal Opportunity to
Participate
• Success Depends on
Everyone get Involved
Structured with Goals
31
Time Bound
Why they are valuable
• They involve a high level of emotion
• Alternative to traditional meeting format
• Real-time feedb...
Putting it into action
Excellent facilitation means building your soft skills
Soft Skills
Confidence
Power Posing
Power Pose Blog: http://jamesclear.com/body-language-how-to-be-confident
Amy Cuddy
Your body language shapes who you are
http://youtu.be/Ks-_Mh1QhMc?t=8m2s
Famous Poser Posers
Listening
http://www.skillsyouneed.com/ips/listening-skills.html
http://www.forbes.com/sites/womensmedia/2012/11/09/10-steps-to-effe...
Humor
Brutal Honesty
Requirements Gathering
Visual Tools and Games that can help with analysis
The chicken and egg problem
Requirements
What makes something a
requirement?
We can do that for $10
We can do that for $1,000,000
We require a jumbo solution to get to our
destination
We require a jumbo solution to get to our
destination
Sometimes, you do need this
Too much focus on the detail…
How
…and not enough on the destination
Why
Roadblock: Bad meetings
Meetings & workshops take time, but are often ineffective
The Facts
11Million
61.8
Meetings/month
50%
Unproductive
31 Hours wasted
The Effects
91%
Daydreaming
96%
Miss Meetings
95%
Miss parts of
meetings
73%
Bring other work
to meetings
39%
Fall Asleep
Envisioning
Visual Tools and Games that can help with defining
Project Goals and Vision
Envision
With cover Story
Soooo…………. What is your vision for SharePoint?
The object of the game
is to suspend all disbelief and
envision a future state that is
so stellar that it landed your
orga...
Cover:
Tells the story of
your big success
Headline:
The Substance of the cover
story
Sidebars:
Interesting facts about the
story
Quotes:
Quotes from potential end
users of the solution
Brainstorm:
Documenting initial ideas
– this is important!
Images:
Supporting the
content with
illustrations
Wrap Up
At the end of the time period, usually
an hour, get the groups to present
their cover story, essentially their
vis...
Game Setup
• Cover Story
Template
• Post-its
• Pens
• tape
•Facilitator (# depends
on size of group
•At least 3 participan...
Introduction to Mind Mapping
Mapping for Navigation
Mapping for Prioritization
Mapping for Prioritization
Mapping for Scoping
Welcome to Part 2.
IBIS Mapping
A Grammar for Thinking
Two books you must read
What are wicked problems? (recap)
• You don’t really understand the problem until
you’ve developed the solution
• You don’...
Tools that can help
IBIS Notation
I use Mind Manager to express the same
notation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialogue Mapping
for scoping
Analyze with Sailboat
The object of the game
Gain insight and understanding
into the current state of the
situation
How to Play the game
•Draw and/or put up a boat
•Name the boat to represent the focus
area
What is
dragging you
down?
What can speed you up?
Power Dot – Extra Bonus
•Give each participant a fixed # of dots
(time box the activity)
•Ask each participant to “vote” f...
How to Play the game
•Analyze voting
•Discuss the results as
a group
Game Setup
• A BOAT !
• Post-its (various
colors)
• Pens
• tape
•Facilitator (# depends
on size of group
•At least 3 parti...
Visual Design
Card Sorting & Tree Testing
What is Card Sorting?
“Card sorting is a great, reliable,
inexpensive method for finding patterns
in how users would expect to find
content or f...
What are the types of card sort?
Open & Closed
Open card sorting process
Gerbil
Results
Gerbil
But not always what you expect
Ford
Gerbil
But not always what you expect (2)
Ford
Gerbil
Analysis
http://www.boxesandarrows.com/view/analyzing_card_sort_results_
with_a_spreadsheet_template
Now it’s your turn to card sort
Working on a new SharePoint Conference Web Site
• Established key terms
• Group terms into...
What is Tree Testing?
Formally Known as……..
Card-based Classification
Evaluation
Methods for Tree Testing
Paper Or Online
Step 1 – Create a set of menus based on draft
sitemap
Step 2 – Develop Scenarios
Creating effective scenarios
• You are planning a vacation and you want to know how
much leave you have left
• You need to...
Step 3 - Recruit
Step 4 - Observe
Step 5 - Analyze
Step 7 - Repeat Create
Menu
Develop
Scenario
Recruit
Evaluate
Analyze
Repeat &
Optimize
Wireframing
I used to hate wireframing!
A useless wireframe
Way too
much work
Erik Swenson
Balsamiq:
Just right
Simple Wireframe
Wrap Up
Adapting the low-tech social network
Products and Tools Referenced
• Mind Manager www.mindjet.com
• Xmind www.xmind.net
• Balsamiq www.balsamiq.com
• UserZoom ...
Stay Connected!
ruven.gotz@avanade.com
spinsiders.com/ruveng
@ruveng
mary.m.caldwell@Avanade.com
shellecaldwell.com
@shell...
Presenting Well
Effective PowerPoint presentations
Two books that can change your life
Two books that can change your life
What not to do!
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015
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Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015

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Getting all stakeholders on the same page is a crucial element to a successful project. In this workshop we cover techniques for eliciting stakeholder goals and pain points, and how to capture and share requirements in visual ways that short circuit and accelerate the usual process.

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Visual tools and innovation games - Half-day workshop - SPFest DC - April 2015

  1. 1. Visual Tools & Innovation Games Getting everyone onto the same page Ruven Gotz Avanade Michelle Caldwell Avanade
  2. 2. Low-tech social network Draw your AvatarU Add your name for the Avatar “Tag” your AvatarDraw your Avatar “Upload” your Avatar
  3. 3. Low-tech social network FILL IN YOUR PROFILE on the Yellow Post-it • Avatar (a picture that represents you) • Your Name • Your job role (IT Pro, BA, PM, etc…) • School • Hobby • Version of SharePoint • Pets
  4. 4. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  5. 5. DIRECTOR & NATIONAL LEAD Ruven Gotz ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
  6. 6. Agenda Part 1 • Low tech social • Introduction • Shared Understanding • Innovation Games & Visual Tools • Soft Skills • Requirements Gathering • Bad Meetings • Envisioning (Cover Story) • Mapping Part 2 • Mapping (continued) • Envisioning (IBIS Mapping) • Analyze (Sailboat) • Visual Design • Wireframing • Wrap Up
  7. 7. Make a Connection & Build a Network
  8. 8. SHARE 2012 | 8 Shared understanding
  9. 9. SHARE 2012 | 9
  10. 10. SHARE 2012 | 10
  11. 11. SHARE 2012 | 11
  12. 12. SHARE 2012 | 12
  13. 13. SHARE 2012 | 13 Yes! A bridge!
  14. 14. Odds of Success?
  15. 15. SHARE 2012 | 15 Project goes?
  16. 16. SHARE 2012 | 16 Same page
  17. 17. SHARE 2012 | 17 Wicked problems
  18. 18. Hard (but tame) Wicked
  19. 19. Guess what SharePoint is…
  20. 20. SHARE 2012 | Usually a bunch of people who all have a different idea of what success looks like
  21. 21. , won’t talk to each other
  22. 22. Dealing with humans in tough circumstances
  23. 23. Dealing with humans in tough circumstances
  24. 24. My three rules of SharePoint 1. Simplicity 2. Simplicity 3. Simplicity
  25. 25. SHARE 2012 | 26
  26. 26. How do gamestorming & visual tools help?
  27. 27. Involves People
  28. 28. Egalitarian & Participatory • Equal Opportunity to Participate • Success Depends on Everyone get Involved
  29. 29. Structured with Goals
  30. 30. 31 Time Bound
  31. 31. Why they are valuable • They involve a high level of emotion • Alternative to traditional meeting format • Real-time feedback • Helps you discover the unknown • Catalyst for consensus building • Provides structure for Creative Chaos
  32. 32. Putting it into action Excellent facilitation means building your soft skills
  33. 33. Soft Skills
  34. 34. Confidence
  35. 35. Power Posing Power Pose Blog: http://jamesclear.com/body-language-how-to-be-confident
  36. 36. Amy Cuddy Your body language shapes who you are http://youtu.be/Ks-_Mh1QhMc?t=8m2s
  37. 37. Famous Poser Posers
  38. 38. Listening
  39. 39. http://www.skillsyouneed.com/ips/listening-skills.html http://www.forbes.com/sites/womensmedia/2012/11/09/10-steps-to-effective-listening/
  40. 40. Humor
  41. 41. Brutal Honesty
  42. 42. Requirements Gathering Visual Tools and Games that can help with analysis
  43. 43. The chicken and egg problem
  44. 44. Requirements
  45. 45. What makes something a requirement?
  46. 46. We can do that for $10
  47. 47. We can do that for $1,000,000
  48. 48. We require a jumbo solution to get to our destination
  49. 49. We require a jumbo solution to get to our destination
  50. 50. Sometimes, you do need this
  51. 51. Too much focus on the detail… How
  52. 52. …and not enough on the destination Why
  53. 53. Roadblock: Bad meetings Meetings & workshops take time, but are often ineffective
  54. 54. The Facts
  55. 55. 11Million
  56. 56. 61.8 Meetings/month
  57. 57. 50% Unproductive
  58. 58. 31 Hours wasted
  59. 59. The Effects
  60. 60. 91% Daydreaming
  61. 61. 96% Miss Meetings
  62. 62. 95% Miss parts of meetings
  63. 63. 73% Bring other work to meetings
  64. 64. 39% Fall Asleep
  65. 65. Envisioning Visual Tools and Games that can help with defining Project Goals and Vision
  66. 66. Envision With cover Story
  67. 67. Soooo…………. What is your vision for SharePoint?
  68. 68. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine.
  69. 69. Cover: Tells the story of your big success
  70. 70. Headline: The Substance of the cover story
  71. 71. Sidebars: Interesting facts about the story
  72. 72. Quotes: Quotes from potential end users of the solution
  73. 73. Brainstorm: Documenting initial ideas – this is important!
  74. 74. Images: Supporting the content with illustrations
  75. 75. Wrap Up At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  76. 76. Game Setup • Cover Story Template • Post-its • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
  77. 77. Introduction to Mind Mapping
  78. 78. Mapping for Navigation
  79. 79. Mapping for Prioritization
  80. 80. Mapping for Prioritization
  81. 81. Mapping for Scoping
  82. 82. Welcome to Part 2. IBIS Mapping A Grammar for Thinking
  83. 83. Two books you must read
  84. 84. What are wicked problems? (recap) • You don’t really understand the problem until you’ve developed the solution • You don’t know when you’ve accomplished your goal • Solutions are not right or wrong, they are just better or worse • Every wicked problem is unique • Every solution to a wicked problem is a one-shot operation • You are dealing with social complexity
  85. 85. Tools that can help
  86. 86. IBIS Notation
  87. 87. I use Mind Manager to express the same notation
  88. 88. Dialog mapping to capture argumentation
  89. 89. Dialog mapping to capture argumentation
  90. 90. Dialog mapping to capture argumentation
  91. 91. Dialog mapping to capture argumentation
  92. 92. Dialog mapping to capture argumentation
  93. 93. Dialog mapping to capture argumentation
  94. 94. Dialogue Mapping for scoping
  95. 95. Analyze with Sailboat
  96. 96. The object of the game Gain insight and understanding into the current state of the situation
  97. 97. How to Play the game •Draw and/or put up a boat •Name the boat to represent the focus area
  98. 98. What is dragging you down?
  99. 99. What can speed you up?
  100. 100. Power Dot – Extra Bonus •Give each participant a fixed # of dots (time box the activity) •Ask each participant to “vote” for their highest priority pains and solutions •Quickly analyze the results •Discuss the results as a group
  101. 101. How to Play the game •Analyze voting •Discuss the results as a group
  102. 102. Game Setup • A BOAT ! • Post-its (various colors) • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
  103. 103. Visual Design Card Sorting & Tree Testing
  104. 104. What is Card Sorting?
  105. 105. “Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.” - Donna Spencer http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0
  106. 106. What are the types of card sort? Open & Closed
  107. 107. Open card sorting process Gerbil
  108. 108. Results Gerbil
  109. 109. But not always what you expect Ford Gerbil
  110. 110. But not always what you expect (2) Ford Gerbil
  111. 111. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template
  112. 112. Now it’s your turn to card sort Working on a new SharePoint Conference Web Site • Established key terms • Group terms into categories • Label the categories
  113. 113. What is Tree Testing?
  114. 114. Formally Known as…….. Card-based Classification Evaluation
  115. 115. Methods for Tree Testing Paper Or Online
  116. 116. Step 1 – Create a set of menus based on draft sitemap
  117. 117. Step 2 – Develop Scenarios
  118. 118. Creating effective scenarios • You are planning a vacation and you want to know how much leave you have left • You need to book travel for work • You are filling out a request for time off • You are looking for a contact email/name for the helpdesk • You have questions about your benefits
  119. 119. Step 3 - Recruit
  120. 120. Step 4 - Observe
  121. 121. Step 5 - Analyze
  122. 122. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Analyze Repeat & Optimize
  123. 123. Wireframing
  124. 124. I used to hate wireframing!
  125. 125. A useless wireframe
  126. 126. Way too much work Erik Swenson
  127. 127. Balsamiq: Just right
  128. 128. Simple Wireframe
  129. 129. Wrap Up
  130. 130. Adapting the low-tech social network
  131. 131. Products and Tools Referenced • Mind Manager www.mindjet.com • Xmind www.xmind.net • Balsamiq www.balsamiq.com • UserZoom www.userzoom.com • Optimal Workshop www.optimalworkshop.com • Card sort tools measuringuserexperience.com/CardSorting • Boxes & Arrows boxesandarrows.com • Gamestorming (book) www.gogamestorm.com • Innovation Games www.innovationgames.com • Dialogue Mapping cognexus.org • Paul Culmsee www.cleverworkarounds.com • Glyma www.glyma.co/ Thank You!
  132. 132. Stay Connected! ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell Download the full version of this deck from: http://www.slideshare.net/marymcaldwell or http://www.slideshare.net/ruveng
  133. 133. Presenting Well Effective PowerPoint presentations
  134. 134. Two books that can change your life
  135. 135. Two books that can change your life
  136. 136. What not to do!

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