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Visual tools and innovation games workshop - sp fest chicago - dec 2014

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Full-day workshop on tools and techniques for getting all stakeholders on the same page. Without this, there is no chance for project success.

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Visual tools and innovation games workshop - sp fest chicago - dec 2014

  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 Avatar “Tag” your Avatar Draw your AvatarU Add your name for the 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. Michelle Caldwell DIRECTOR & REGIONAL LEAD Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  5. 5. Ruven Gotz DIRECTOR & NATIONAL LEAD ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
  6. 6. Agenda Part 1 • Introduction • Shared Understanding • Innovation Games & Visual Tools • Soft Skills • Requirements Gathering • Bad Meetings • Envisioning (Cover Story) • Mapping Break Part 2 • Envisioning (IBIS Mapping) • Analyze (Sailboat) • Visual Design • Wireframing • Wrap Up
  7. 7. Make a Connection & Build a Network
  8. 8. Shared understanding SHARE 2012 | 9
  9. 9. SHARE 2012 | 10
  10. 10. SHARE 2012 | 11
  11. 11. SHARE 2012 | 12
  12. 12. SHARE 2012 | 13
  13. 13. SHARE 2012 | 14 Yes! A bridge!
  14. 14. Odds of Success?
  15. 15. SHARE 2012 | 16 Project goes?
  16. 16. SHARE 2012 | 17 Same page
  17. 17. SHARE 2012 | 18 Wicked problems
  18. 18. SHARE 2012 | 19 Hard (but tame) Wicked
  19. 19. Guess what SharePoint is…
  20. 20. Usually a bunch SHARE 2012 | of people who all have a different idea of what success looks like
  21. 21. whom, won’t talk to each other
  22. 22. Machiavelli (not exactly  ) It must be considered that there is nothing more difficult to carry out nor more doubtful of success nor more dangerous to handle than to initiate a new SharePoint project; for the project team has enemies in all those who profit by the old portal, and only lukewarm defenders in all those who would profit by the new portal; this lukewarmness arising partly from the incredulity of mankind who does not truly believe in anything new until they actually have experience of it.
  23. 23. Dealing with humans in tough circumstances
  24. 24. Dealing with humans in tough circumstances
  25. 25. My three rules of SharePoint 1. Simplicity 2. Simplicity 3. Simplicity
  26. 26. SHARE 2012 | 27
  27. 27. How do gamestorming & visual tools help?
  28. 28. Involves People
  29. 29. Egalitarian & Participatory • Equal Opportunity to Participate • Success Depends on Everyone get Involved
  30. 30. Structured with Goals
  31. 31. 32 Time Bound
  32. 32. 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
  33. 33. Putting it into action Excellent facilitation means building your soft skills
  34. 34. Soft Skills
  35. 35. Confidence
  36. 36. Listening
  37. 37. Humor
  38. 38. Brutal Honesty
  39. 39. Requirements Gathering Visual Tools and Games that can help with analysis
  40. 40. Why is it so hard to get good requirements?
  41. 41. The chicken and egg problem
  42. 42. Requirements
  43. 43. What makes something a requirement?
  44. 44. We can do that for $10
  45. 45. We can do that for $1,000,000
  46. 46. Too much focus on the detail… How
  47. 47. …and not enough on the destination Why
  48. 48. Roadblock: Bad meetings Meetings & workshops take time, but are often ineffective
  49. 49. The Facts
  50. 50. 11Million
  51. 51. 61.8 Meetings/month
  52. 52. 50% Unproductive
  53. 53. 31 Hours wasted
  54. 54. The Effects
  55. 55. 91% Daydreaming
  56. 56. 96% Miss Meetings
  57. 57. 95% Miss parts of meetings
  58. 58. 73% Bring other work to meetings
  59. 59. 39% Fall Asleep
  60. 60. Envisioning Visual Tools and Games that can help with defining Project Goals and Vision
  61. 61. Envision With cover Story
  62. 62. Soooo…………. What is your vision for SharePoint?
  63. 63. 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.
  64. 64. Cover: Tells the story of your big success
  65. 65. Headline: The Substance of the cover story
  66. 66. Sidebars: Interesting facts about the story
  67. 67. Quotes: Quotes from potential end users of the solution
  68. 68. Brainstorm: Documenting initial ideas – this is important!
  69. 69. Images: Supporting the content with illustrations
  70. 70. 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.
  71. 71. Game Setup •Cover Story Template • Post-its • Pens • tape • Facilitator (# depends on size of group • At least 3 participants • A Scribe •Camera (optional)
  72. 72. Introduction to Mind Mapping
  73. 73. Mapping for Navigation
  74. 74. Mapping for Prioritization
  75. 75. Mapping for Prioritization
  76. 76. Mapping for Scoping
  77. 77. 1st Half Wrap Up Don’t go away, we’ll be back for Part 2 ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell
  78. 78. Break
  79. 79. Welcome to Part 2. IBIS Mapping A Grammar for Thinking
  80. 80. Two books you must read
  81. 81. 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
  82. 82. Tools that can help
  83. 83. IBIS Notation
  84. 84. I use Mind Manager to express the same notation
  85. 85. Dialog mapping to capture argumentation
  86. 86. Dialog mapping to capture argumentation
  87. 87. Dialog mapping to capture argumentation
  88. 88. Dialog mapping to capture argumentation
  89. 89. Dialog mapping to capture argumentation
  90. 90. Dialog mapping to capture argumentation
  91. 91. Dialogue Mapping for scoping
  92. 92. Analyze with Sailboat
  93. 93. The object of the game Gain insight and understanding into the current state of the situation
  94. 94. How to Play the game •Draw and/or put up a boat •Name the boat to represent the focus area
  95. 95. What is dragging you down?
  96. 96. What can speed you up?
  97. 97. 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
  98. 98. How to Play the game •Analyze voting •Discuss the results as a group
  99. 99. Game Setup •A BOAT ! • Post-its (various colors) • Pens • tape • Facilitator (# depends on size of group • At least 3 participants • A Scribe •Camera (optional)
  100. 100. Visual Design Card Sorting & Tree Testing
  101. 101. What is Card Sorting?
  102. 102. “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
  103. 103. What are the types of card sort? Open & Closed
  104. 104. Open card sorting process Gerbil
  105. 105. Results Gerbil
  106. 106. But not always what you expect Ford Gerbil
  107. 107. But not always what you expect (2) Ford Gerbil
  108. 108. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template
  109. 109. What is Tree Testing?
  110. 110. Formally Known as…….. Card-based Classification Evaluation
  111. 111. Methods for Tree Testing Paper Or Online
  112. 112. Step 1 – Create a set of menus based on draft sitemap
  113. 113. Step 2 – Develop Scenarios
  114. 114. 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
  115. 115. Step 3 - Recruit
  116. 116. Step 4 - Observe
  117. 117. Step 5 - Analyze
  118. 118. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Repeat & Optimize Analyze
  119. 119. Wireframing
  120. 120. I used to hate wireframing!
  121. 121. A useless wireframe
  122. 122. Way too much work Erik Swenson
  123. 123. Balsamiq: Just right
  124. 124. Simple Wireframe
  125. 125. Wrap Up
  126. 126. Adapting the low-tech social network
  127. 127. Thank You! Download this deck from: http://www.slideshare.net/marymcaldwell 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/
  128. 128. Stay Connected! ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell

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