SlideShare a Scribd company logo
Occom Group Company Confidential © 2013 All rights reserved.
Josh Wexler
Co-Founder, CEO
josh@occomgroup.com
The Ideation Framework
Occom Group Company Confidential © 2013 All rights reserved.
Occom Group Company Confidential © 2013 All rights reserved.
2 Big Questions
Occom Group Company Confidential © 2013 All rights reserved.
How do you communicate (a technical idea) to others?
Occom Group Company Confidential © 2013 All rights reserved.
Communication is difficult.Text is ambiguous.
Occom Group Company Confidential © 2013 All rights reserved.
Car Car
Occom Group Company Confidential © 2013 All rights reserved.
How do you decide which ideas will be valuable?
That’s it!
Occom Group Company Confidential © 2013 All rights reserved.
How do you decide which ideas will be valuable?
Usable
Valuable Feasible
Occom Group Company Confidential © 2013 All rights reserved.
Collecting meaningful feedback is challenging
Occom Group Company Confidential © 2013 All rights reserved.
With a new idea, people don’t always
know what they want until
…they see it.
…they try it.
…they experience it.
Occom Group Company Confidential © 2013 All rights reserved.
Tell me something.And I will forget.
Show me something.And I can remember.
Involve me.And I will understand.
- Chinese Proverb
Occom Group Company Confidential © 2013 All rights reserved.
The Ideation Framework
UNCERTAINTY CLARITY
ENVISION
Get the team speaking the
same language through
inspiration and design
exercises.
PROTOTYPE
Collaboratively build initial
solution as an on-device,
interactive prototype.
EVALUATE
Get feedback on prototype
from potential customers to
validate assumptions.
Occom Group Company Confidential © 2013 All rights reserved.
Envisioning
• Problem statement
• Inspiration
• Idea expression
• Customer definition
• Personas
• User narratives
• Paper prototypes
Occom Group Company Confidential © 2013 All rights reserved.
Meet Raphi. He doesn’t know much about tech, but he
has some expertise and an idea!
• Kennedy School
• TFA
• Non-Profit called “Year Up”
• Wants to be an entrepreneur
• Has an idea
Occom Group Company Confidential © 2013 All rights reserved.
Wouldn’t it be cool if…
Students could improve their study habits with a
mobile app?
Occom Group Company Confidential © 2013 All rights reserved.
Problem statement
1-2 sentences that describe an issue (need) for a
target customer that we are going to solve
Occom Group Company Confidential © 2013 All rights reserved.
Raphi’s problem statement
Too many students never complete high school not
because they lack intelligence, but because they
never gained the academic habits they needed
Occom Group Company Confidential © 2013 All rights reserved.
Inspiration
Inspiration is defined as other systems that attempt
to solve our problem or inspire us with their design
or functionality.
Occom Group Company Confidential © 2013 All rights reserved.
Inspiration Board
Occom Group Company Confidential © 2013 All rights reserved.
Idea expression
An idea expression is a short and succinct
statement of your idea that everyone agrees to.
Occom Group Company Confidential © 2013 All rights reserved.
Raphi’s Idea expression
A mobile app that helps students improve study
habits
Occom Group Company Confidential © 2013 All rights reserved.
Customer definition
Who are the groups of people that will be using
your system? These are the primary customers
(i.e., early adopters) and are the people who feel
the pain of our problem the most.
Occom Group Company Confidential © 2013 All rights reserved.
Raphi’s customer definition
Students in 6th to 12th grade who own
smartphones.
Occom Group Company Confidential © 2013 All rights reserved.
Personas
Characters created to represent the different user
types within your targeted demographic, attitude
and/or behavior set that might use our solution.
Occom Group Company Confidential © 2013 All rights reserved.
Raphi’s persona
Name: Derek Rodriguez
Age: 14
Demographic: 9th grader in NYC
Background:
• Attends a large urban high school
• Owns a smart phone and loves to use it
• Does not own a computer so uses his phone as his primary technology
• Regularly does his homework
• Takes notes and pays attention in class
• Typically reviews notes before a test as a way to prep
• Never had any formal study prep classes
• Has parents who are invested in him doing well in school
Goals:
• Wants to keep track of his homework assignments on his phone
• Wants to do well in class and get good grades
Frustrations:
• Even though he “studies” he still does not feel like he gets the grade he thinks he deserves
• Does not know how to get a better grade through studying
Occom Group Company Confidential © 2013 All rights reserved.
User narrative
A user narrative is a story about one of the
personas using and interacting the idea in the
world. Narratives are different then features, but
they can contain features.
Occom Group Company Confidential © 2013 All rights reserved.
Occom Group Company Confidential © 2013 All rights reserved.
Raphi’s user narrative
Derek is in a math class and hears about a test in
a week. He opens the app, adds the test and can
see all the study steps he will need to complete to
do well on the test. He adds those steps to his
plan.
Occom Group Company Confidential © 2013 All rights reserved.
Paper prototype
A hand drawn version of a user narrative that gives a
visual to the story.
Occom Group Company Confidential © 2013 All rights reserved.
Raphi’s paper prototype
Occom Group Company Confidential © 2013 All rights reserved.
Levels of fidelity in prototyping
Low Medium High
Occom Group Company Confidential © 2013 All rights reserved.
Prototyping tools
HighFidelity
LowFidelity
Low Learning Curve
High Learning Curve
Occom Group Company Confidential © 2013 All rights reserved.
Validation and documentation
• Get the right level of fidelity in your prototype for the
project
• Put in front of users
– Ask if they match your personas
– Validate problems
– Watch them use it
• Ask developers to do an iteration with you
• Document as much as you need to
Occom Group Company Confidential © 2013 All rights reserved.
Wrap up
• Shared vision and understanding is critical
• It is hard to test things in the real world
• People need to learn with you to build that shared
understanding
• Narratives are invaluable in communication
• Pick the right tool for the job
Occom Group Company Confidential © 2013 All rights reserved.
Josh Wexler
Josh@occomgroup.com
OccomGroup.com
Occom Group Company Confidential © 2013 All rights reserved.

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An Overview of Prototyping Software (NYU/IDEO)

  • 1. Occom Group Company Confidential © 2013 All rights reserved. Josh Wexler Co-Founder, CEO josh@occomgroup.com The Ideation Framework
  • 2. Occom Group Company Confidential © 2013 All rights reserved.
  • 3. Occom Group Company Confidential © 2013 All rights reserved. 2 Big Questions
  • 4. Occom Group Company Confidential © 2013 All rights reserved. How do you communicate (a technical idea) to others?
  • 5. Occom Group Company Confidential © 2013 All rights reserved. Communication is difficult.Text is ambiguous.
  • 6. Occom Group Company Confidential © 2013 All rights reserved. Car Car
  • 7. Occom Group Company Confidential © 2013 All rights reserved. How do you decide which ideas will be valuable? That’s it!
  • 8. Occom Group Company Confidential © 2013 All rights reserved. How do you decide which ideas will be valuable? Usable Valuable Feasible
  • 9. Occom Group Company Confidential © 2013 All rights reserved. Collecting meaningful feedback is challenging
  • 10. Occom Group Company Confidential © 2013 All rights reserved. With a new idea, people don’t always know what they want until …they see it. …they try it. …they experience it.
  • 11. Occom Group Company Confidential © 2013 All rights reserved. Tell me something.And I will forget. Show me something.And I can remember. Involve me.And I will understand. - Chinese Proverb
  • 12. Occom Group Company Confidential © 2013 All rights reserved. The Ideation Framework UNCERTAINTY CLARITY ENVISION Get the team speaking the same language through inspiration and design exercises. PROTOTYPE Collaboratively build initial solution as an on-device, interactive prototype. EVALUATE Get feedback on prototype from potential customers to validate assumptions.
  • 13. Occom Group Company Confidential © 2013 All rights reserved. Envisioning • Problem statement • Inspiration • Idea expression • Customer definition • Personas • User narratives • Paper prototypes
  • 14. Occom Group Company Confidential © 2013 All rights reserved. Meet Raphi. He doesn’t know much about tech, but he has some expertise and an idea! • Kennedy School • TFA • Non-Profit called “Year Up” • Wants to be an entrepreneur • Has an idea
  • 15. Occom Group Company Confidential © 2013 All rights reserved. Wouldn’t it be cool if… Students could improve their study habits with a mobile app?
  • 16. Occom Group Company Confidential © 2013 All rights reserved. Problem statement 1-2 sentences that describe an issue (need) for a target customer that we are going to solve
  • 17. Occom Group Company Confidential © 2013 All rights reserved. Raphi’s problem statement Too many students never complete high school not because they lack intelligence, but because they never gained the academic habits they needed
  • 18. Occom Group Company Confidential © 2013 All rights reserved. Inspiration Inspiration is defined as other systems that attempt to solve our problem or inspire us with their design or functionality.
  • 19. Occom Group Company Confidential © 2013 All rights reserved. Inspiration Board
  • 20. Occom Group Company Confidential © 2013 All rights reserved. Idea expression An idea expression is a short and succinct statement of your idea that everyone agrees to.
  • 21. Occom Group Company Confidential © 2013 All rights reserved. Raphi’s Idea expression A mobile app that helps students improve study habits
  • 22. Occom Group Company Confidential © 2013 All rights reserved. Customer definition Who are the groups of people that will be using your system? These are the primary customers (i.e., early adopters) and are the people who feel the pain of our problem the most.
  • 23. Occom Group Company Confidential © 2013 All rights reserved. Raphi’s customer definition Students in 6th to 12th grade who own smartphones.
  • 24. Occom Group Company Confidential © 2013 All rights reserved. Personas Characters created to represent the different user types within your targeted demographic, attitude and/or behavior set that might use our solution.
  • 25. Occom Group Company Confidential © 2013 All rights reserved. Raphi’s persona Name: Derek Rodriguez Age: 14 Demographic: 9th grader in NYC Background: • Attends a large urban high school • Owns a smart phone and loves to use it • Does not own a computer so uses his phone as his primary technology • Regularly does his homework • Takes notes and pays attention in class • Typically reviews notes before a test as a way to prep • Never had any formal study prep classes • Has parents who are invested in him doing well in school Goals: • Wants to keep track of his homework assignments on his phone • Wants to do well in class and get good grades Frustrations: • Even though he “studies” he still does not feel like he gets the grade he thinks he deserves • Does not know how to get a better grade through studying
  • 26. Occom Group Company Confidential © 2013 All rights reserved. User narrative A user narrative is a story about one of the personas using and interacting the idea in the world. Narratives are different then features, but they can contain features.
  • 27. Occom Group Company Confidential © 2013 All rights reserved.
  • 28. Occom Group Company Confidential © 2013 All rights reserved. Raphi’s user narrative Derek is in a math class and hears about a test in a week. He opens the app, adds the test and can see all the study steps he will need to complete to do well on the test. He adds those steps to his plan.
  • 29. Occom Group Company Confidential © 2013 All rights reserved. Paper prototype A hand drawn version of a user narrative that gives a visual to the story.
  • 30. Occom Group Company Confidential © 2013 All rights reserved. Raphi’s paper prototype
  • 31. Occom Group Company Confidential © 2013 All rights reserved. Levels of fidelity in prototyping Low Medium High
  • 32. Occom Group Company Confidential © 2013 All rights reserved. Prototyping tools HighFidelity LowFidelity Low Learning Curve High Learning Curve
  • 33. Occom Group Company Confidential © 2013 All rights reserved. Validation and documentation • Get the right level of fidelity in your prototype for the project • Put in front of users – Ask if they match your personas – Validate problems – Watch them use it • Ask developers to do an iteration with you • Document as much as you need to
  • 34. Occom Group Company Confidential © 2013 All rights reserved. Wrap up • Shared vision and understanding is critical • It is hard to test things in the real world • People need to learn with you to build that shared understanding • Narratives are invaluable in communication • Pick the right tool for the job
  • 35. Occom Group Company Confidential © 2013 All rights reserved. Josh Wexler Josh@occomgroup.com OccomGroup.com
  • 36. Occom Group Company Confidential © 2013 All rights reserved.

Editor's Notes

  1. Image Source: http://legalvoice.org.uk/
  2. The goals of the occom ideation process