Jennifer Briselli
Managing Director, Experience Strategy & Design
@jbriselli
jbriselli@madpow.com
Service Co-Design
Using Participatory Design Methods to Empower Users
What is Service Design? What is Participatory Design? How do they intersect?
Why might you use this type of design in your own practice?
What are some methods and activities, and how do you choose them?
What does it look like? How do you do it?
What do you do with the results of these methods?
Q & A
Overview
What is Service Design?
One one hand:
โ€œPerformances. Choreographed interactions, manufactured at the point of
delivery, forming a process and co-producing value, utility, satisfaction, and
delight in response to human needs.โ€
One the other hand:
โ€œActivities or events in a service process become a product, through interactions
with designed elements or resources, from representatives of the organization,
brand, customer, and mediating technology.โ€
What is Service Design?
Richard Buchanan:
The ultimate purpose of service design is to
give people the information and tools
needed to act, according to their own wishes
and needs.
What is Service Design?
(Stage)
Design Experience
(Seating/ Audience)
Target Users/Customers/Patients
(Ticket Office)
Marketing and
Awareness
(Back Stage)
Invisible
Supporting
elements
Journey Maps help us understand how customersโ€™
needs, feelings, and activities vary over time, and
allow us to identify gaps, pain points, and
opportunities.
Experience Journey Maps & Blueprints
Traditional Journey Maps focus on the customerโ€™s firsthand experience and often illustrate the
emotional highs and lows as well as behavioral triggers.
Example: Journey Map
Service Blueprints are a type of Journey Map that illustrate not only the customerโ€™s firsthand
experience but also include information about interactions with an organization or brand, and
behind-the-scenes operational or technical support processes.
Example: Service Blueprint
What is Participatory Design?
What it is:
An approach to design that invites all stakeholders (e.g. โ€˜end users,โ€™ employees,
partners, customers, citizens, consumers, patients, providers) into the design
process as a means of better understanding, meeting, and sometimes
preempting their needs.
What it is not:
โ€ข A way to โ€œmake your users do your job for youโ€
โ€ข A single prescriptive method or tool
โ€ข A rigidly defined process
โ€ข (see also: co-design, co-creation, co-production, collaborative designโ€ฆ)
โ€ข A holy grail
What is Participatory Design?
Involving the people weโ€™re
serving through design as
participants in the process.
What is Participatory Design?
Design Process
DISCOVER
Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
DISCOVER SYNTHESIZE
Design Process
Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
DISCOVER SYNTHESIZE GENERATE
Design Process
Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
DISCOVER SYNTHESIZE GENERATE FOCUS
Design Process
Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
DISCOVER SYNTHESIZE GENERATE FOCUS
EVALUATE
Design Process
Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
DISCOVER SYNTHESIZE GENERATE FOCUS
Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
Generates design principles & direction
Generates viable solution concepts
Where does participatory design fit in?
โ€œParticipatory design methods, especially generative or
โ€˜makingโ€™ activities, provide a design language for non
designers (future users) to imagine and express their own
ideas for how they want to live, work, and play in the future.โ€
- Liz Sanders
In other words:
It leads to better experiences & outcomes.
Service Co-Design: Why itโ€™s useful
Generative methods uncover latent needs.
Image: Liz Sanders
Framing: Identifying goals, objectives, key questions, hypotheses
Planning: Planning activities that answer these questions
Facilitating: Ensuring & documenting productive participation
Analyzing: Making sense of it all to identify actionable insights
Service Co-Design: How to do it
Framing
Stakeholders, Co-creators, End Users
Challenges & Goals
Questions & Unknowns
Assumptions & Hypotheses
Choosing Activities
Framing
Three categories of activity
Narrate: Participants help us understand their needs via storytelling
Create: Participants generate ideas and create prototypes of products, services,
or experiences (these can be very realistic or completely unrealistic)
โ€ข Sometimes participants create viable solution concepts
โ€ข Sometimes participants create items that give designers insight & direction
Prioritize: Participants make connections and judgments that help us understand
the value of potential design solutions
Choosing activities & methods
Telling stories helps participants express more detailed and emotionally
resonant experiences. These activities are intended to elicit memories and
help build empathy and understanding.
Examples:
โ€ข Journey mapping
โ€ข Love letter/breakup letter
โ€ข Collaging
โ€ข Empathy mapping
โ€ข Knowledge hunt
โ€ข Reenactments
โ€˜Narrateโ€™ activities
Participants can provide a lot of insight when provided tools and opportunities
to design without constraints or expectations.
Examples:
โ€ข Magic screen/button/object
โ€ข Interface toolkit
โ€ข Physical/paper/rapid prototyping
โ€ข Fill in the blank
โ€ข Ideal workflow
โ€ข Ecosystem mapping
โ€˜Createโ€™ activities
These activities help participants and designers evaluate and understand the
value of existing experiences or potential future design solutions.
Examples:
โ€ข Card sorting
โ€ข Channel sorting
โ€ข Value ranking
โ€ข Storyboard/Concept speed dating
โ€ข Bodystorming/Gamestorming
โ€ข 2x2 grids
โ€˜Prioritizeโ€™ activities
The design prompt sets the stage and ensures participants will focus their
contributions on the goals, questions, or hypotheses youโ€™ve identified.
For example:
โ€œUse the items provided to create a perfect remote control.โ€
โ€œDraw an imaginary classroom that provides all your educational needs.โ€
โ€œCreate a script for the ideal interaction between a student and counselor.โ€
Design Prompts
1. Identify a design goal or hypothesis to be explored
2. Create a design prompt for participants for each activity
Weโ€™ll โ€œtryโ€ a few activities today:
โ€ข Collage
โ€ข Journey Map
โ€ข Magic Object
โ€ข 2x2
Framing: Letโ€™s Try It
Activity 1: Collage
Ex: โ€œMake a collage that represents what your library means to you.โ€
Activity 2: Journey Map
Ex: โ€œCreate a diagram that illustrates the process of finding and
checking out a book, including how you feel throughout the process.โ€
Activity 3: Magic Object
Ex: โ€œUse the items provided to create a tool, service, or magic object
that would make the library experience better for you.โ€
Activity 3: 2x2
Ex: โ€œPlace the items where you feel they most belong in the grid.โ€
Framing: Letโ€™s Try It
Planning
Where: office, school, home, outdoors, in context
Who & how many: large group, small group, individual
Observation methods: notes, video, photo, artifacts
Materials: construction kits, legos, playdoh
Logistics: recruiting (>2 weeks), honorarium, volunteers, observers
Planning
Letโ€™s plan the activitiesโ€ฆ
Collage
This activity helps membersโ€™ express their experiences and needs in a way
words can sometimes fail to describe. Participants will also put themselves at
the center of the map, which allows us to understand how membersโ€™ conceive of
their own agency (or lack thereof).
How:
Participants are provided a prompt and asked to spend 30-45 minutes creating a
collage that describes their feelings about the prompt. Participants are then
asked to share and discuss their collage. Facilitators may ask participants to
elaborate to better elucidate examples and opportunities.
Materials:
paper, images, glue sticks or tape, writing utensils, post-its
Journey Map
This activity helps membersโ€™ express their experiences and needs in a way
words can sometimes fail to describe. Participants can be asked to express their
current experience, or design an ideal future experience, or to compare and
contrast both.
How:
Participants are provided a prompt and asked to spend 30-45 minutes creating a
map or flow that illustrates a typical series of steps or tasks. Participants are
then asked to share and discuss their journey map. Facilitators may ask
participants to elaborate to better elucidate examples and opportunities.
Materials:
paper, post-its, glue sticks or tape, writing utensils
Magic Object
Providing members with materials that allow them to engage in a making
process can provide insights about potential design solutions as well as
uncover latent needs.
How:
Participants are provided building materials and a prompt, and asked to
spend 30-45 minutes creating the objects.
Participants are then asked to share and briefly discuss their creations.
Facilitators may ask members to elaborate on aspects of their explanation
where appropriate to elucidate examples and opportunities.
Materials:
Paper, construction materials, glue sticks or tape
2 x 2
This activity helps customersโ€™ express priority and categorization; itโ€™s a way to
understand their mental model and allow customers to design ideal content
structures, information architecture, or other experience structures at the same
time.
How:
Participants are provided a labeled 2 x 2 grid and a series of words or images,
and asked to spend 30-45 minutes placing the words or images within the grid
wherever they make sense to the participant. They are then asked to share and
discuss their creation.
Materials:
paper, labeled 2 x 2 grid, images or words printed on cards, glue sticks or tape,
Facilitating
Be prepared
Be yourself
Be flexible & adaptive
Be reflective
Be warm & friendly
Facilitating: Participation
Document Document Document
โ€ข Dedicated note taker(s)
โ€ข Photograph
โ€ข Record audio & visual when possible
โ€ข Keep artifacts when possible
Ask participants to tell you about what they create
โ€ข Show & tell
โ€ข Share a story
โ€ข Write a commercial
โ€ข Create a pitch
What they create is often less important than how they describe its value.
Facilitating: Capturing Value
Letโ€™s Try itโ€ฆ
Participating:
Think about following the design prompt based on your own personal
experiences, and what you think and feel as you try the activity.
Facilitating:
Think about what you see, hear, and notice as you observe others participating
in the activities. If you were facilitating, what would you capture? What would
you ask?
Analyzing
Cull: Cut irrelevant or incomplete information
Normalize: get everything into a common format
โ€ข excel
โ€ข text documents
โ€ข grids
โ€ข post-its
Review: Follow your instinctโ€ฆ analysis is as much art as science
Expect to spend at least 2 hours of analysis for every hour facilitating.
Analyzing
Raw Data
โ€ข Notes
โ€ข Photos
โ€ข Videos
โ€ข Audio
โ€ข Artifacts
Normalized
Data
โ€ข Spreadsheets
โ€ข Post-its
โ€ข Transcripts
Participant
Clusters
Opportunity
Clusters
Theme/Affinity
Clusters
Identified
Patterns
Potential Output
โ€ข Focus Areas
โ€ข Design Characteristics
โ€ข Design Principles
โ€ข Solution Concepts
โ€ข Prototype Ideas
Participant 1
Notes & Photos
Participant 2
Participant 3
Opportunity 1 Opportunity 2
Pattern 1 Pattern 2
Opportunity 3
What are the most important takeaways for your organization?
What are the most important questions we left unanswered?
What are the aspects you are most and least confident about
implementing in your own practice?
Wrap Up / Q & A
Jennifer Briselli
Managing Director, Experience Strategy & Design
@jbriselli
jbriselli@madpow.com
Thanks!

NEASIS&T 2017: Service Co-Design

  • 1.
    Jennifer Briselli Managing Director,Experience Strategy & Design @jbriselli jbriselli@madpow.com Service Co-Design Using Participatory Design Methods to Empower Users
  • 2.
    What is ServiceDesign? What is Participatory Design? How do they intersect? Why might you use this type of design in your own practice? What are some methods and activities, and how do you choose them? What does it look like? How do you do it? What do you do with the results of these methods? Q & A Overview
  • 3.
  • 4.
    One one hand: โ€œPerformances.Choreographed interactions, manufactured at the point of delivery, forming a process and co-producing value, utility, satisfaction, and delight in response to human needs.โ€ One the other hand: โ€œActivities or events in a service process become a product, through interactions with designed elements or resources, from representatives of the organization, brand, customer, and mediating technology.โ€ What is Service Design?
  • 5.
    Richard Buchanan: The ultimatepurpose of service design is to give people the information and tools needed to act, according to their own wishes and needs. What is Service Design?
  • 6.
    (Stage) Design Experience (Seating/ Audience) TargetUsers/Customers/Patients (Ticket Office) Marketing and Awareness (Back Stage) Invisible Supporting elements
  • 8.
    Journey Maps helpus understand how customersโ€™ needs, feelings, and activities vary over time, and allow us to identify gaps, pain points, and opportunities. Experience Journey Maps & Blueprints
  • 9.
    Traditional Journey Mapsfocus on the customerโ€™s firsthand experience and often illustrate the emotional highs and lows as well as behavioral triggers. Example: Journey Map
  • 10.
    Service Blueprints area type of Journey Map that illustrate not only the customerโ€™s firsthand experience but also include information about interactions with an organization or brand, and behind-the-scenes operational or technical support processes. Example: Service Blueprint
  • 11.
  • 12.
    What it is: Anapproach to design that invites all stakeholders (e.g. โ€˜end users,โ€™ employees, partners, customers, citizens, consumers, patients, providers) into the design process as a means of better understanding, meeting, and sometimes preempting their needs. What it is not: โ€ข A way to โ€œmake your users do your job for youโ€ โ€ข A single prescriptive method or tool โ€ข A rigidly defined process โ€ข (see also: co-design, co-creation, co-production, collaborative designโ€ฆ) โ€ข A holy grail What is Participatory Design?
  • 13.
    Involving the peopleweโ€™re serving through design as participants in the process. What is Participatory Design?
  • 16.
    Design Process DISCOVER Adapted fromโ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
  • 17.
    DISCOVER SYNTHESIZE Design Process Adaptedfrom โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
  • 18.
    DISCOVER SYNTHESIZE GENERATE DesignProcess Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
  • 19.
    DISCOVER SYNTHESIZE GENERATEFOCUS Design Process Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
  • 20.
    DISCOVER SYNTHESIZE GENERATEFOCUS EVALUATE Design Process Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council
  • 21.
    DISCOVER SYNTHESIZE GENERATEFOCUS Adapted from โ€œDouble Diamond Model of Product Definition and Designโ€ from UK Design Council Generates design principles & direction Generates viable solution concepts Where does participatory design fit in?
  • 22.
    โ€œParticipatory design methods,especially generative or โ€˜makingโ€™ activities, provide a design language for non designers (future users) to imagine and express their own ideas for how they want to live, work, and play in the future.โ€ - Liz Sanders In other words: It leads to better experiences & outcomes. Service Co-Design: Why itโ€™s useful
  • 23.
    Generative methods uncoverlatent needs. Image: Liz Sanders
  • 24.
    Framing: Identifying goals,objectives, key questions, hypotheses Planning: Planning activities that answer these questions Facilitating: Ensuring & documenting productive participation Analyzing: Making sense of it all to identify actionable insights Service Co-Design: How to do it
  • 26.
  • 27.
    Stakeholders, Co-creators, EndUsers Challenges & Goals Questions & Unknowns Assumptions & Hypotheses Choosing Activities Framing
  • 28.
    Three categories ofactivity Narrate: Participants help us understand their needs via storytelling Create: Participants generate ideas and create prototypes of products, services, or experiences (these can be very realistic or completely unrealistic) โ€ข Sometimes participants create viable solution concepts โ€ข Sometimes participants create items that give designers insight & direction Prioritize: Participants make connections and judgments that help us understand the value of potential design solutions Choosing activities & methods
  • 29.
    Telling stories helpsparticipants express more detailed and emotionally resonant experiences. These activities are intended to elicit memories and help build empathy and understanding. Examples: โ€ข Journey mapping โ€ข Love letter/breakup letter โ€ข Collaging โ€ข Empathy mapping โ€ข Knowledge hunt โ€ข Reenactments โ€˜Narrateโ€™ activities
  • 32.
    Participants can providea lot of insight when provided tools and opportunities to design without constraints or expectations. Examples: โ€ข Magic screen/button/object โ€ข Interface toolkit โ€ข Physical/paper/rapid prototyping โ€ข Fill in the blank โ€ข Ideal workflow โ€ข Ecosystem mapping โ€˜Createโ€™ activities
  • 39.
    These activities helpparticipants and designers evaluate and understand the value of existing experiences or potential future design solutions. Examples: โ€ข Card sorting โ€ข Channel sorting โ€ข Value ranking โ€ข Storyboard/Concept speed dating โ€ข Bodystorming/Gamestorming โ€ข 2x2 grids โ€˜Prioritizeโ€™ activities
  • 42.
    The design promptsets the stage and ensures participants will focus their contributions on the goals, questions, or hypotheses youโ€™ve identified. For example: โ€œUse the items provided to create a perfect remote control.โ€ โ€œDraw an imaginary classroom that provides all your educational needs.โ€ โ€œCreate a script for the ideal interaction between a student and counselor.โ€ Design Prompts
  • 43.
    1. Identify adesign goal or hypothesis to be explored 2. Create a design prompt for participants for each activity Weโ€™ll โ€œtryโ€ a few activities today: โ€ข Collage โ€ข Journey Map โ€ข Magic Object โ€ข 2x2 Framing: Letโ€™s Try It
  • 44.
    Activity 1: Collage Ex:โ€œMake a collage that represents what your library means to you.โ€ Activity 2: Journey Map Ex: โ€œCreate a diagram that illustrates the process of finding and checking out a book, including how you feel throughout the process.โ€ Activity 3: Magic Object Ex: โ€œUse the items provided to create a tool, service, or magic object that would make the library experience better for you.โ€ Activity 3: 2x2 Ex: โ€œPlace the items where you feel they most belong in the grid.โ€ Framing: Letโ€™s Try It
  • 45.
  • 46.
    Where: office, school,home, outdoors, in context Who & how many: large group, small group, individual Observation methods: notes, video, photo, artifacts Materials: construction kits, legos, playdoh Logistics: recruiting (>2 weeks), honorarium, volunteers, observers Planning
  • 47.
    Letโ€™s plan theactivitiesโ€ฆ
  • 48.
    Collage This activity helpsmembersโ€™ express their experiences and needs in a way words can sometimes fail to describe. Participants will also put themselves at the center of the map, which allows us to understand how membersโ€™ conceive of their own agency (or lack thereof). How: Participants are provided a prompt and asked to spend 30-45 minutes creating a collage that describes their feelings about the prompt. Participants are then asked to share and discuss their collage. Facilitators may ask participants to elaborate to better elucidate examples and opportunities. Materials: paper, images, glue sticks or tape, writing utensils, post-its
  • 50.
    Journey Map This activityhelps membersโ€™ express their experiences and needs in a way words can sometimes fail to describe. Participants can be asked to express their current experience, or design an ideal future experience, or to compare and contrast both. How: Participants are provided a prompt and asked to spend 30-45 minutes creating a map or flow that illustrates a typical series of steps or tasks. Participants are then asked to share and discuss their journey map. Facilitators may ask participants to elaborate to better elucidate examples and opportunities. Materials: paper, post-its, glue sticks or tape, writing utensils
  • 52.
    Magic Object Providing memberswith materials that allow them to engage in a making process can provide insights about potential design solutions as well as uncover latent needs. How: Participants are provided building materials and a prompt, and asked to spend 30-45 minutes creating the objects. Participants are then asked to share and briefly discuss their creations. Facilitators may ask members to elaborate on aspects of their explanation where appropriate to elucidate examples and opportunities. Materials: Paper, construction materials, glue sticks or tape
  • 54.
    2 x 2 Thisactivity helps customersโ€™ express priority and categorization; itโ€™s a way to understand their mental model and allow customers to design ideal content structures, information architecture, or other experience structures at the same time. How: Participants are provided a labeled 2 x 2 grid and a series of words or images, and asked to spend 30-45 minutes placing the words or images within the grid wherever they make sense to the participant. They are then asked to share and discuss their creation. Materials: paper, labeled 2 x 2 grid, images or words printed on cards, glue sticks or tape,
  • 56.
  • 57.
    Be prepared Be yourself Beflexible & adaptive Be reflective Be warm & friendly Facilitating: Participation
  • 58.
    Document Document Document โ€ขDedicated note taker(s) โ€ข Photograph โ€ข Record audio & visual when possible โ€ข Keep artifacts when possible Ask participants to tell you about what they create โ€ข Show & tell โ€ข Share a story โ€ข Write a commercial โ€ข Create a pitch What they create is often less important than how they describe its value. Facilitating: Capturing Value
  • 59.
    Letโ€™s Try itโ€ฆ Participating: Thinkabout following the design prompt based on your own personal experiences, and what you think and feel as you try the activity. Facilitating: Think about what you see, hear, and notice as you observe others participating in the activities. If you were facilitating, what would you capture? What would you ask?
  • 60.
  • 61.
    Cull: Cut irrelevantor incomplete information Normalize: get everything into a common format โ€ข excel โ€ข text documents โ€ข grids โ€ข post-its Review: Follow your instinctโ€ฆ analysis is as much art as science Expect to spend at least 2 hours of analysis for every hour facilitating. Analyzing
  • 62.
    Raw Data โ€ข Notes โ€ขPhotos โ€ข Videos โ€ข Audio โ€ข Artifacts Normalized Data โ€ข Spreadsheets โ€ข Post-its โ€ข Transcripts Participant Clusters Opportunity Clusters Theme/Affinity Clusters Identified Patterns Potential Output โ€ข Focus Areas โ€ข Design Characteristics โ€ข Design Principles โ€ข Solution Concepts โ€ข Prototype Ideas
  • 63.
    Participant 1 Notes &Photos Participant 2 Participant 3 Opportunity 1 Opportunity 2 Pattern 1 Pattern 2 Opportunity 3
  • 68.
    What are themost important takeaways for your organization? What are the most important questions we left unanswered? What are the aspects you are most and least confident about implementing in your own practice? Wrap Up / Q & A
  • 69.
    Jennifer Briselli Managing Director,Experience Strategy & Design @jbriselli jbriselli@madpow.com Thanks!

Editor's Notes

  • #3ย Weโ€™ll cover: Core concepts in participatory design and service design - and how they intersect Basic participatory service design methods, including fundamental tools and exercises How to choose activities, frame design prompts, and facilitate participatory service design activities with to generate the best results How to use the outputs of these activities to create actionable insights ย 
  • #6ย Buchananโ€™s conclusion was that the ultimate purpose of service design is to give people the INFORMATION and TOOLS needed to ACT โ€” to be free to live as one would choose On one hand, services are viewed as performances: choreographed interactions manufactured at the point of delivery that form a process and coproduce value, utility, satisfaction, and delight in response to human needs On the other hand, activities or events in a service process are described as forming a perceivable set or โ€˜โ€˜productโ€™โ€™ through interaction with designed elements or resources from representatives of the service organization, the customer, and any mediating technology
  • #17ย Participatory Mindset is different from more traditional Expert Mindset. One is no better than the other, but in North America in particular, weโ€™ve focused mostly on Expert Mindset designโ€ฆ while a Participatory approach has only been explored and embraced more recently.
  • #18ย None of these is better than the othersโ€“ all windows looking into the same room.
  • #24ย Participatory design methods can be used in the early discovery phases as a form of research augmentation, where it helps uncover latent needs, but when used later during generative phases and constructive activities are built in a way to facilitate โ€œrealโ€ solution building, it can also help develop viable solution concepts
  • #28ย Recommended Books: Convivial Toolbox by Liz Sanders Universal Methods of Design by Bella Martin & Bruce Hanington The Service Innovation Handbook by Lucy Kimbell
  • #37ย Nurses designing an ideal workflow on a patient floorโ€“ the toolkit components are round, designed for this specific activity. Other examples: legos for building physical spaces, minecraft for kids, blocks, etc
  • #61ย Some folks equate participatory design session with โ€œhackathon.โ€ There are pros and cons to structuring design activities in this manner, and its not the only (or best) way to get people involved in the design process for their own benefit.
  • #69ย Collage/empathy map with imagesโ€“ code backs of images, create quantitative scoring system