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Discover Discovery: The First,
Crucial Step in a Successful Tech
Project
NTEN Leading Change Summit 2015: Washington, DC
September 13, 2015
#15LCS
SEAN LARKIN
CEO, OWNER
@sean_larkin
BRETT MEYER
DIRECTOR OF STRATEGY
@brett_meyer
#15LCS
DISCOVER DISCOVERY
AGENDA
DISCOVER DISCOVERY
#15LCS
• Introductions
• Overview & Getting Started
• Organizational Goals
• Target Audiences
• User Research, Data, and Personas
• Features & Functionality
• Prototyping & Writing Requirements
• Project Planning & Vendor Selection
DISCOVERY!
DISCOVER DISCOVERY
#15LCS
DISCOVERY?
DISCOVER DISCOVERY
#15LCS
DISCOVERY
DISCOVER DISCOVERY
#15LCS
WATERFALL METHODOLOGY
DISCOVER DISCOVERY
#15LCS
AGILE METHODOLOGY
DISCOVER DISCOVERY
#15LCS
THE BASIC EQUATION
DISCOVER DISCOVERY
#15LCS
Organizational Goals
+ Audience Motivations
+ Time and Money
= The Product You Release
OUR WORKING SCENARIO
DISCOVER DISCOVERY
#15LCS
IMAGINE THE POSSIBILITIES
DISCOVER DISCOVERY
#15LCS
DISCOVER DISCOVERY
#15LCS
DISCOVER DISCOVERY
#15LCS
Let’s dive in!
BUILDING YOUR TEAM
DISCOVER DISCOVERY
#15LCS
BUILDING YOUR TEAM
DISCOVER DISCOVERY
#15LCS
GOALS
DISCOVER DISCOVERY
#15LCS
ORGANIZATIONAL GOALS
DISCOVER DISCOVERY
#15LCS
A goal is not always meant to be reached. It often
serves simply as something to aim at.
– B R U C E L E E
#15LCS
NTEN’S GOALS
DISCOVER DISCOVERY
#15LCS
Ultimate Goal
Technology is having an impact on organizations meeting their missions.
Short-term Outcomes (2011-2014)
Technology is a central part of nonprofit organizations’ operations.
There is an increased number of technology champions within nonprofit
organizations.
Nonprofit technology champions are equipped to make well-informed
decisions that support their organizations’ abilities to fulfill their missions.
Conditions in the nonprofit sector exist that support nonprofit organizations
using technology to fulfill their missions.
PROJECT GOALS
DISCOVER DISCOVERY
#15LCS
Setting a goal is not the main thing. It is deciding
how you will go about achieving it and staying with
that plan.
– T O M L A N D R Y
#15LCS
S.M.A.R.T. GOALS
DISCOVER DISCOVERY
#15LCS
• Specific
• Measurable
• Attainable
• Relevant
• Time-bound
EXERCISE!
DISCOVER DISCOVERY
#15LCS
TARGET AUDIENCES
DISCOVER DISCOVERY
#15LCS
“EVERYONE” IS NOT AN
AUDIENCE
DISCOVER DISCOVERY
#15LCS
MOTIVATION
DISCOVER DISCOVERY
#15LCS
TOLERANCE
DISCOVER DISCOVERY
#15LCS
EXPERIENCE
DISCOVER DISCOVERY
#15LCS
EXERCISE!
DISCOVER DISCOVERY
#15LCS
USER RESEARCH
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• Google Forms
• Survey Monkey
• Writing Survey Questions
• Stakeholder Interview Checklist
• Post-it Plus
DATA
DISCOVER DISCOVERY
#15LCS
INTERPRETTING DATA
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• Google Analytics
• Crazy Egg
• Optimize.ly
PERSONAS
DISCOVER DISCOVERY
#15LCS
PERSONAS
DISCOVER DISCOVERY
#15LCS
PERSONAS
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• Usability.gov
• Smashing Magazine
• ThinkShout Persona
Template
BREAK TIME
DISCOVER DISCOVERY
#15LCS
FEATURES
DISCOVER DISCOVERY
#15LCS
EXERCISE!
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• Card Sorting
• Trello
BRINGING IT TOGETHER
DISCOVER DISCOVERY
#15LCS
Cores and Paths
DISCOVER DISCOVERY
#15LCS
EXERCISE!
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• Boxes + Arrows
• ThinkShout Cores and
Paths Template
PROTOTYPING
DISCOVER DISCOVERY
#15LCS
COLLABORATIVE SKETCHING
DISCOVER DISCOVERY
#15LCS
WIREFRAMES
DISCOVER DISCOVERY
#15LCS
WIREFRAMES
DISCOVER DISCOVERY
#15LCS
WIREFRAMES
DISCOVER DISCOVERY
#15LCS
#15LCS
#15LCS
#15LCS
EXERCISE!
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• OmniGraffle
• Balsamiq
• Sketch
• Invision
• HTML
WRITING REQUIREMENTS
DISCOVER DISCOVERY
#15LCS
USER STORIES
DISCOVER DISCOVERY
#15LCS
USER STORIES
DISCOVER DISCOVERY
#15LCS
USER JOURNEYS
DISCOVER DISCOVERY
#15LCS
JOURNEY MAPS
DISCOVER DISCOVERY
#15LCS
JOURNEY MAPS
DISCOVER DISCOVERY
#15LCS
NO
DISCOVER DISCOVERY
#15LCS
• “The system should be user-
friendly.”
• “The page should load quickly.”
• “After 3 unsuccessful attempts to
log-in, fire an Ajax routine to lock
the account.”
QUALITIES OF GOOD
REQUIREMENTS
DISCOVER DISCOVERY
#15LCS
• Verifiable
• Clear & Concise
• Complete
• Consistent
• Viable
• Necessary
• Implementation Agnostic
RESOURCES
DISCOVER DISCOVERY
#15LCS
EXERCISE!
DISCOVER DISCOVERY
#15LCS
PROJECT PLANNING
DISCOVER DISCOVERY
#15LCS
RESOURCES
DISCOVER DISCOVERY
#15LCS
• Trello
• Redbooth
• Basecamp
• GitHub
• And on, and on…
VENDORS
DISCOVER DISCOVERY
#15LCS
QUESTIONS?
DISCOVER DISCOVERY
#15LCS
Brett Meyer
@brett_meyer
Sean Larkin
@sean_larkin

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Editor's Notes

  1. Photo Credit: https://www.flickr.com/photos/mhaithaca/81571584/
  2. Photo Credit: https://www.flickr.com/photos/mhaithaca/81571584/
  3. Photo Credit: https://www.flickr.com/photos/broc7/107750125/
  4. Photo Credit: https://www.flickr.com/photos/joeshlabotnik/4053985231/
  5. What are the risks? The variables: money, time, clarity, buy-in, quality When to plan vs. when to prototype and/or iterate When to bring on vendors in this process Juggling flexibility with accountability How much to spend on upfront requirements gathering? Getting to the MVP (“minimal viable product” release) Photo Credit: https://www.flickr.com/photos/mustangjoe/8054381402/
  6. Bring back the lawyer example: you can iterate and improvise during development, but without a grounding in the facts, you’re going to have a hard time succeeding. Photo Credit: https://www.flickr.com/photos/joeshlabotnik/4053985231/
  7. About this image: From Wikipedia: Euler’s identity is often cited as an example of deep mathematical beauty.[3] Three of the basic arithmetic operations occur exactly once each: addition, multiplication, and exponentiation. The identity also links five fundamental mathematical constants:[4] The number 0, the additive identity. The number 1, the multiplicative identity. The number π, which is ubiquitous in the geometry of Euclidean space and analytical mathematics (π = 3.14159265...) The number e, the base of natural logarithms, which occurs widely in mathematical analysis (e = 2.718281828...). The number i, the imaginary unit of the complex numbers, a field of numbers that contains the roots of all polynomials (that are not constants), and whose study leads to deeper insights into many areas of algebra and calculus. Photo Credit: https://www.flickr.com/photos/mmkroll/7935229314/
  8. Photo Credit: https://commons.wikimedia.org/wiki/File:Terminal_Sales_Building_in_Portland,_OR_2012.JPG
  9. Photo Credit: https://www.flickr.com/photos/jamesrdoe/4501432953
  10. Photo Credit: https://upload.wikimedia.org/wikipedia/commons/c/c6/Storer_House,_Hollywood_02.JPG
  11. Photo Credit: http://swansonquotes.com/tag/hunting/
  12. Risks: What’s at stake? And for whom? Time constraints and experience gaps Everyone in your organization can’t care about every decision Getting buy-in and managing expectations Write out roles - most importantly internal roles Stakeholders gotta get real (about tolerance & risk) The importance of reporting back When to choose vendors? How vendors need to work together Photo Credit: https://www.flickr.com/photos/jamesrdoe/4501432953
  13. Risks: What’s at stake? And for whom? Time constraints and experience gaps Everyone in your organization can’t care about every decision Getting buy-in and managing expectations Write out roles - most importantly internal roles Stakeholders gotta get real (about tolerance & risk) The importance of reporting back When to choose vendors? How vendors need to work together Photo Credit: https://www.flickr.com/photos/bobjagendorf/2219031438/
  14. Photo Credit: https://www.flickr.com/photos/arolvinolas/4927415781/
  15. Photo Credit: https://www.flickr.com/photos/alykat/4912934118/
  16. Photo Credit: https://www.flickr.com/photos/opie1/9612466944/
  17. Photo Credit: https://www.flickr.com/photos/camknows/14114332391/
  18. Some people use “Realistic” instead of “Relevant”. Photo Credit: https://www.flickr.com/photos/opie1/9612466944/
  19. Photo Credit: https://www.flickr.com/photos/torek/2898358729/
  20. Photo Credit: https://www.flickr.com/photos/glenscott/1342712464
  21. Photo Credit: https://www.flickr.com/photos/twose/887903401/
  22. Photo Credit: https://www.flickr.com/photos/toner/5860998367/
  23. Photo Credit: https://www.flickr.com/photos/gatineaujoe/8482879366/
  24. Photo Credit: https://www.flickr.com/photos/yourdon/18414241580/
  25. Brainstorm the audiences for the office project, including their motivations and tolerances. Prioritize them. Photo Credit: https://www.flickr.com/photos/hotair2112/119772395/
  26. Photo Credit: https://www.flickr.com/photos/pasukaru76/5613865198/
  27. Google Forms: https://www.google.com/forms/about/ Survey Monkey: http://www.surveymonkey.com Writing Questions: https://www.surveymonkey.com/mp/writing-survey-questions/ Interview Checklist: http://boxesandarrows.com/a-stakeholder-interview-checklist/ Post-it Plus: http://www.post-it.com/wps/portal/3M/en_US/PostItNA/Home/Ideas/Plus-App/
  28. Flickr: https://www.flickr.com/photos/enerva/14296912543
  29. Flickr: https://www.flickr.com/photos/kake_pugh/1307255998/
  30. Photo Credit: https://www.flickr.com/photos/firefox_community/4276522167/
  31. Photo Credit: https://www.flickr.com/photos/firefox_community/4276522167/
  32. Photo Credit: https://www.flickr.com/photos/firefox_community/4276522167/
  33. Photo Credit: https://www.flickr.com/photos/firefox_community/4276522167/
  34. usability.gov: http://www.usability.gov/how-to-and-tools/methods/personas.html Smashing Magazine: http://www.smashingmagazine.com/2014/08/a-closer-look-at-personas-part-1/ ThinkShout Template: https://drive.google.com/file/d/0B7zpVnU_rcymRTVFZmVHYXBtbWc/view?usp=sharing Photo Credit: https://www.flickr.com/photos/firefox_community/4276522167/
  35. Photo Credit: https://www.flickr.com/photos/pixeltree/5224546682/
  36. Photo Credit: https://www.flickr.com/photos/ifindkarma/18714417954
  37. Features Brainstorm & Prioritization Photo Credit: https://www.flickr.com/photos/lusisuwandi/18678683369/
  38. Photo Credit: https://www.flickr.com/photos/lusisuwandi/18678683369/
  39. Photo Credit: https://www.flickr.com/photos/amobetv/17117158766/
  40. Cores and paths for the office space. Photo Credit: https://www.flickr.com/photos/pchweat/3895832203/
  41. Boxes and Arrows: http://boxesandarrows.com/designing-screens-using-cores-and-paths/ Thinkshout Template: https://drive.google.com/file/d/0B7zpVnU_rcymR1hZeUhkZGFyV2s/view?usp=sharing
  42. Photo Credit: http://commons.wikimedia.org/wiki/File:Blueprint_of_Victory_-_NARA_-_534551.jpg
  43. Photo Credit: https://www.flickr.com/photos/danielygo/14975207112/
  44. Photo Credit: https://www.flickr.com/photos/kristin-and-adam/2403596570/
  45. Photo Credit: https://www.flickr.com/photos/kristin-and-adam/2403596570/
  46. Photo Credit: https://www.flickr.com/photos/kristin-and-adam/2403596570/
  47. Photo Credit: https://www.flickr.com/photos/kristin-and-adam/2403596570/
  48. Photo Credit: https://www.flickr.com/photos/kristin-and-adam/2403596570/
  49. Photo Credit: https://www.flickr.com/photos/kristin-and-adam/2403596570/
  50. Sketch the office space, based on what we know so far Photo Credit: https://www.flickr.com/photos/play4smee/3459105084/
  51. OmniGraffle: https://www.omnigroup.com/omnigraffle Balsamiq: https://balsamiq.com Sketch: http://bohemiancoding.com/sketch/ Invision: http://www.invisionapp.com/ HTML: http://bradfrost.com/blog/post/html-wireframes/ Photo Credit: https://www.flickr.com/photos/kalexanderson/5337994571/
  52. Photo Credit: https://www.flickr.com/photos/kalexanderson/5337994571/
  53. Photo Credit: https://www.flickr.com/photos/andycastro/3605668520/
  54. Photo Credit: https://www.flickr.com/photos/jbeau/6461705837/
  55. Photo Credit: https://www.flickr.com/photos/jyothiprasadb/14086356429/
  56. For more info: http://www.ux-lady.com/experience-maps-user-journey-and-more-exp-map-layout/ Photo Credit: http://www.ux-lady.com/experience-maps-user-journey-and-more-exp-map-layout/
  57. For more info: http://www.ux-lady.com/experience-maps-user-journey-and-more-exp-map-layout/ Photo Credit: http://www.ux-lady.com/experience-maps-user-journey-and-more-exp-map-layout/
  58. Photo Credit: https://www.flickr.com/photos/doodledan/3900798566/
  59. Requirements taken from: http://www.slideshare.net/guest24d72f/8-characteristics-of-good-user-requirements-presentation Photo Credit: https://www.flickr.com/photos/doodledan/3900798566/
  60. Write requirements for the new office space. Photo Credit: https://www.flickr.com/photos/31230167@N08/2920013699/
  61. Photo Credit: https://www.flickr.com/photos/johanneslundberg/4749264031/
  62. Trello: https://trello.com/ RedBooth: https://basecamp.com/ BaseCamp: https://basecamp.com/ GitHub: http://www.github.com
  63. Photo Credit: https://www.flickr.com/photos/ransomtech/14691100772/
  64. Photo Credit: https://www.flickr.com/photos/lwr/13442542235/