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Visual tools and innovation games workshop - spscbus - aug 2014

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A 'meta' presentation about metadata - tools you can use to explain metadata, taxonomy and content types to your stakeholders. Presented at SharePoint Saturday Columbus (SPSCBUS), Aug 23, 2014 [DOWNLOAD THE FULL DECK TO GET SPEAKER'S NOTES]

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Visual tools and innovation games workshop - spscbus - aug 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 AvatarU Add your name for the Avatar “Tag” your AvatarDraw your Avatar “Upload” your Avatar
  3. 3. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  4. 4. DIRECTOR & NATIONAL LEAD Ruven Gotz ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
  5. 5. Together Realized 2014 SharePoint Saturday - Columbus 8 Thanks to our Conference Hosts
  6. 6. Together Realized 2014 SharePoint Saturday - Columbus 9 Thank You to our Fabulous Sponsors! PLATINUMGOLDSILVERBRONZE
  7. 7. Together Realized 2014 SharePoint Saturday - Columbus 10 Get Connected! •Open wireless access is available. •See something remarkable? Tweet (#SPSCBUS) and share it •FaceBook User? Post your comments to our User Group FaceBook Group Page. Just look for BuckeyeSPUG.
  8. 8. 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
  9. 9. Make a Connection & Build a Network
  10. 10. SHARE 2012 | 13 Shared understanding
  11. 11. SHARE 2012 | 14
  12. 12. SHARE 2012 | 15
  13. 13. SHARE 2012 | 16
  14. 14. SHARE 2012 | 17
  15. 15. SHARE 2012 | 18 Yes! A bridge!
  16. 16. Odds of Success?
  17. 17. SHARE 2012 | 20 Project goes?
  18. 18. SHARE 2012 | 21 Same page
  19. 19. SHARE 2012 | 22 Wicked problems
  20. 20. Hard (but tame) Wicked
  21. 21. Guess what SharePoint is…
  22. 22. SHARE 2012 | Usually a bunch of people who all have a different idea of what success looks like
  23. 23. , won’t talk to each other
  24. 24. 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.
  25. 25. Dealing with humans in tough circumstances
  26. 26. Dealing with humans in tough circumstances
  27. 27. SHARE 2012 | 30
  28. 28. How do gamestorming & visual tools help?
  29. 29. Involves People
  30. 30. Egalitarian & Participatory • Equal Opportunity to Participate • Success Depends on Everyone get Involved
  31. 31. Structured with Goals
  32. 32. 35 Time Bound
  33. 33. 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
  34. 34. Putting it into action Excellent facilitation means building your soft skills
  35. 35. Soft Skills
  36. 36. Confidence
  37. 37. Listening
  38. 38. Humor
  39. 39. Brutal Honesty
  40. 40. Requirements Gathering Visual Tools and Games that can help with analysis
  41. 41. Why is it so hard to get good requirements?
  42. 42. The chicken and egg problem
  43. 43. Requirements
  44. 44. What makes something a requirement?
  45. 45. My three rules of SharePoint 1. Simplicity 2. Simplicity 3. Simplicity
  46. 46. We can do that for $10
  47. 47. We can do that for $1,000,000
  48. 48. Too much focus on the detail… How
  49. 49. …and not enough on the destination Why
  50. 50. Roadblock: Bad meetings Meetings & workshops take time, but are often ineffective
  51. 51. The Facts
  52. 52. 11million daily
  53. 53. 61.8 meetings/month
  54. 54. 50% unproductive
  55. 55. 31 hours wasted
  56. 56. The Effects
  57. 57. 91% daydreaming
  58. 58. 96% miss meetings
  59. 59. 95% miss parts of meetings
  60. 60. 73% bring other work to meetings
  61. 61. 39% fall asleep
  62. 62. Envisioning with Cover Story Visual Tools and Games that can help with defining Project Goals and Vision
  63. 63. Soooo…………. What is your vision for SharePoint?
  64. 64. 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.
  65. 65. Cover: Tells the story of your big success
  66. 66. Headline: The Substance of the cover story
  67. 67. Sidebars: Interesting facts about the story
  68. 68. Quotes: Quotes from potential end users of the solution
  69. 69. Brainstorm: Documenting initial ideas – this is important!
  70. 70. Images: Supporting the content with illustrations
  71. 71. 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.
  72. 72. Game Setup • Cover Story Template • Post-its • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
  73. 73. Introduction to Mind Mapping
  74. 74. Mapping for Navigation
  75. 75. Mapping for Prioritization
  76. 76. Mapping for Prioritization
  77. 77. Mapping for Scoping
  78. 78. 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
  79. 79. Break
  80. 80. Welcome to Part 2. IBIS Mapping A Grammar for Thinking
  81. 81. Two books you must read
  82. 82. 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
  83. 83. Tools that can help
  84. 84. IBIS Notation
  85. 85. I use Mind Manager to express the same notation
  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. Dialog mapping to capture argumentation
  92. 92. Dialogue Mapping for scoping
  93. 93. Analyze with Sailboat
  94. 94. The object of the game Gain insight and understanding into the current state of the situation
  95. 95. How to Play the game •Draw and/or put up a boat •Name the boat to represent the focus area
  96. 96. What is dragging you down?
  97. 97. What can speed you up?
  98. 98. 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
  99. 99. How to Play the game •Analyze voting •Discuss the results as a group
  100. 100. Game Setup • A BOAT ! • Post-its (various colors) • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
  101. 101. Visual Design Card Sorting & Tree Testing
  102. 102. What is Card Sorting?
  103. 103. “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
  104. 104. What are the types of card sort? Open & Closed
  105. 105. Open card sorting process Gerbil
  106. 106. Results Gerbil
  107. 107. But not always what you expect Ford Gerbil
  108. 108. But not always what you expect (2) Ford Gerbil
  109. 109. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template
  110. 110. What is Tree Testing?
  111. 111. Formally Known as…….. Card-based Classification Evaluation
  112. 112. Step 1 – Create a set of menus based on draft sitemap
  113. 113. Methods for Tree Testing Paper Or Online
  114. 114. Step 2 – Develop Scenarios
  115. 115. 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
  116. 116. Step 3 - Recruit
  117. 117. Step 4 - Observe
  118. 118. Step 5 - Analyze
  119. 119. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Analyze Repeat & Optimize
  120. 120. Wireframing
  121. 121. I used to hate wireframing!
  122. 122. A useless wireframe
  123. 123. Way too much work Erik Swenson
  124. 124. Balsamiq: Just right
  125. 125. Simple Wireframe
  126. 126. Wrap Up
  127. 127. Adapting the low-tech social network
  128. 128. 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 • Glyma glyma.co Thank You!
  129. 129. 2014 SharePoint Saturday - Columbus 157 Thank You to our Fabulous Sponsors! PLATINUMGOLDSILVERBRONZE
  130. 130. Stay Connected! ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell
  131. 131. Bonus – Collect Feedback With Prune the Product Tree
  132. 132. The object of the game Identify the kinds of benefits the targeted groups of users received from the solution in question
  133. 133. How to Play the game •Red Apples = Expected and got •Rotten Apples = Expected and didn’t get •Presents = Unexpected benefits

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