SPTechCon 2014 San Francisco Visual Tools and Gamestorming Workshop
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This document summarizes a presentation about using visual tools and innovation games to help teams get on the same page and solve problems collaboratively. It introduces concepts like mind mapping, card sorting, wireframing and games like cover story and sailboat analysis to help teams build shared understanding, gather requirements, define visions and analyze challenges in a structured yet participatory way. The presentation emphasizes the value of these techniques in involving people, providing alternative structures to traditional meetings and facilitating consensus building.
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SPTechCon 2014 San Francisco Visual Tools and Gamestorming Workshop
- 1. Visual Tools & Innovation Games Getting everyone onto the same page Ruven Gotz Avanade Michelle Caldwell Avanade
- 2. Low-tech social network Draw your AvatarU Add your name for the Avatar “Tag” your AvatarDraw your Avatar “Upload” your Avatar
- 3. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
- 4. DIRECTOR & NATIONAL LEAD Ruven Gotz ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
- 5. 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
- 6. Make a Connection & Build a Network
- 7. SHARE 2012 | 7 Shared understanding
- 8. SHARE 2012 | 8
- 9. SHARE 2012 | 9
- 10. SHARE 2012 | 10
- 11. SHARE 2012 | 11
- 12. SHARE 2012 | 12 Yes! A bridge!
- 13. Odds of Success?
- 14. SHARE 2012 | 14 Project goes?
- 15. SHARE 2012 | 15 Same page
- 16. SHARE 2012 | 16 Wicked problems
- 17. SHARE 2012 | 17 Hard (but tame) Wicked
- 19. SHARE 2012 | Usually a bunch of people who all have a different idea of what success looks like
- 20. , won’t talk to each other
- 21. 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.
- 22. Dealing with humans in tough circumstances
- 23. Dealing with humans in tough circumstances
- 24. SHARE 2012 | 24
- 25. How do gamestorming & visual tools help?
- 26. Involves People
- 27. Egalitarian & Participatory • Equal Opportunity to Participate • Success Depends on Everyone get Involved
- 29. 29 Time Bound
- 30. 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
- 31. Putting it into action Excellent facilitation means building your soft skills
- 32. Soft Skills
- 33. Confidence
- 34. Listening
- 35. Humor
- 36. Brutal Honesty
- 37. Requirements Gathering Visual Tools and Games that can help with analysis
- 38. Why is it so hard to get good requirements?
- 39. The chicken and egg problem
- 40. Requirements
- 41. What makes something a requirement?
- 42. My three rules of SharePoint 1. Simplicity 2. Simplicity 3. Simplicity
- 43. We can do that for $10
- 44. We can do that for $1,000,000
- 45. Too much focus on the detail… How
- 46. …and not enough on the destination Why
- 47. Roadblock: Bad meetings Meetings & workshops take time, but are often ineffective
- 48. The Facts
- 49. 11Million
- 51. 50% Unproductive
- 52. 31 Hours wasted
- 53. The Effects
- 54. 91% Daydreaming
- 57. 73% Bring other work to meetings
- 58. 39% Fall Asleep
- 61. Envisioning Visual Tools and Games that can help with defining Project Goals and Vision
- 63. Soooo…………. What is your vision for SharePoint?
- 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.
- 66. Cover: Tells the story of your big success
- 68. Headline: The Substance of the cover story
- 70. Sidebars: Interesting facts about the story
- 72. Quotes: Quotes from potential end users of the solution
- 74. Brainstorm: Documenting initial ideas – this is important!
- 77. 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.
- 78. Game Setup • Cover Story Template • Post-its • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
- 79. Introduction to Mind Mapping
- 94. 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
- 95. Break
- 96. Welcome to Part 2. IBIS Mapping A Grammar for Thinking
- 97. Two books you must read
- 98. 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
- 99. Tools that can help
- 100. IBIS Notation
- 101. I use Mind Manager to express the same notation
- 106. Dialog mapping to capture argumentation
- 107. Dialog mapping to capture argumentation
- 108. Dialog mapping to capture argumentation
- 109. Dialog mapping to capture argumentation
- 110. Dialog mapping to capture argumentation
- 111. Dialog mapping to capture argumentation
- 114. The object of the game Gain insight and understanding into the current state of the situation
- 115. How to Play the game •Draw and/or put up a boat •Name the boat to represent the focus area
- 118. What can speed you up?
- 120. 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
- 121. How to Play the game •Analyze voting •Discuss the results as a group
- 122. Game Setup • A BOAT ! • Post-its (various colors) • Pens • tape •Facilitator (# depends on size of group •At least 3 participants •A Scribe •Camera (optional)
- 123. Visual Design Card Sorting & Tree Testing
- 124. What is Card Sorting?
- 125. “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
- 126. What are the types of card sort? Open & Closed
- 127. Open card sorting process Gerbil
- 128. Results Gerbil
- 129. But not always what you expect Ford Gerbil
- 130. But not always what you expect (2) Ford Gerbil
- 131. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template
- 132. What is Tree Testing?
- 133. Formally Known as…….. Card-based Classification Evaluation
- 134. Step 1 – Create a set of menus based on draft sitemap
- 135. Methods for Tree Testing Paper Or Online
- 136. Step 2 – Develop Scenarios
- 137. 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
- 138. Step 3 - Recruit
- 139. Step 4 - Observe
- 140. Step 5 - Analyze
- 141. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Analyze Repeat & Optimize
- 142. Wireframing
- 143. I used to hate wireframing!
- 144. A useless wireframe
- 145. Way too much work Erik Swenson
- 146. Balsamiq: Just right
- 147. Simple Wireframe
- 148. Wrap Up
- 149. Adapting the low-tech social network
- 150. 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 Thank You!