Frontiers of Interaction 2011 - Successful Collaboration

Steve Portigal
Steve PortigalConsultant, Author and Workshop Leader at Portigal Consulting
Successful Collaboration,[object Object],Keep your clients happy,[object Object],FOI11		Steve PortigalJune 20, 2011	 @steveportigal,[object Object]
Introduction					5 minutes ,[object Object],Exercise: Role-playing 			25 minutes,[object Object],Philosophy and Tactics for Collaboration30 minutes ,[object Object],Exercise: Role-playing 			25 minutes ,[object Object],Wrap Up					5 minutes ,[object Object],Agenda,[object Object]
Today: Designers, working with clients,[object Object],In our fields we have a lot of assumptions about the natural relationship between designers and clients. Let’s look at how to create harmony instead of conflict.,[object Object],Who are we? Do you identify with designer? Or with client? Or something else? ,[object Object]
Portigal,[object Object],We help companies discover and act on new insights about their customers and themselves,[object Object]
Take a fresh look at people,[object Object],Use existing ideas as hypotheses,[object Object],What to make or do,[object Object],Refine & prototype,[object Object],Launch,[object Object],Iterate & improve,[object Object],We work throughout the development cycle,[object Object],Explore new ideas,[object Object]
American Lens on Global Experiences,[object Object],Kyoto,[object Object],Amsterdam,[object Object],London,[object Object],Indonesia,[object Object],Istanbul,[object Object],California,[object Object],Paris,[object Object],Taipei,[object Object],Bangalore,[object Object]
American Lens on Global Experiences,[object Object],Canadian,[object Object],Kyoto,[object Object],Amsterdam,[object Object],London,[object Object],Indonesia,[object Object],Istanbul,[object Object],Toronto,[object Object],Paris,[object Object],Taipei,[object Object],Bangalore,[object Object]
Definition?,[object Object]
Exercise: Role Playing,[object Object],You are the end of a project and are sharing your final deliverables with your client (your client might be internal or external; you might be freelance, internal, or with an agency). ,[object Object],Actor 1 – play yourself, as a reasonable, effective designer,[object Object],Actor 2 – play the “worst” client you can imagine,[object Object],Audience – take notes about what happens – what are the breakdowns, failures,[object Object]
Exercise: Role Playing,[object Object],Scene 1,[object Object],[object Object]
Actor 2 plays a bad client
Audience: take notes about what you see happening
Action! ,[object Object]
Actor 2 plays a great client
Audience: take notes about what you see happening
Action! Repeat as time permits,[object Object]
Debrief: What did we see?,[object Object],[object Object]
Where and why did the dialogue succeed?
What best practices did we see?,[object Object]
Different professions have different cultures,[object Object]
Did he just say culture?,[object Object]
What is culture?,[object Object]
Culture defined,[object Object],How a group of people make sense of the world, through common,[object Object],[object Object]
Beliefs
Knowledge
Values
Attitudes
Behaviors
Meanings
Patterns
Symbols,[object Object]
Acknowledging our differences,[object Object]
Empathy/sympathy for other circumstances,[object Object]
Empathy/sympathy for other circumstances,[object Object]
Shared experiences,[object Object],This isn’t just about going to a restaurant – this is a new challenging experience for all of us.,[object Object],We were there to do fieldwork, to do ethnography, to go into Japanese homes. ,[object Object],But this happens whenever we do fieldwork; we’re driving around, getting lost, sharing out of office time, informally, solving problems together, being uncomfortable, dining out.,[object Object],This produces great relationships, you get a lot of insight into what kind of people they are. ,[object Object]
For more on comfort and discomfort,[object Object]
Workshops,[object Object],Shared activities can also be diving into the work together; we have clients join us in the field, read over field notes, come to our office and work through data together, we also do these workshops where people generate ideas. Often, our role is to facilitate them to get the information they need, in many ways we’re stepping back and letting go, we’re not solution givers, we are taking them to the point where they discover solutions. ,[object Object],This can challenge our own feelings of where our expertise is, but again, we are letting go. And interesting things can happen; if you can feel confident about yourself as someone that is enabling OTHERs rather than being yourself the master, then you are in a different position to make things happen.,[object Object]
Go beyond meeting them halfway,[object Object],Understand,[object Object],Create,[object Object]
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Frontiers of Interaction 2011 - Successful Collaboration

Editor's Notes

  1. Designers and clients – broad terms. You may still have a client if you work internally, for an agency, or freelance.
  2. Discussion and scribing – what do we think it means?
  3. You are the end of a project and are sharing your final deliverables with your client (your client might be internal or external; you might be freelance, internal, or with an agency). Actor 1 – play yourself, as a reasonable, effective designerActor 2 – play the “worst” client you can imagineAudience – take notes about what happens – what are the breakdowns, failures
  4. You are the end of a project and are sharing your final deliverables with your client (your client might be internal or external; you might be freelance, internal, or with an agency). Actor 1 – play an unreasonable, arrogant designerActor 2 – play the best client you can imagineAudience – take notes about what happens – what are the breakdowns, failures
  5. If you are freelance and they are not, then you have a very different life than they do; cherish your freedom but understand their constraints. This is a very American example, but what do you see? Get an example from Julie for Korea. Or an example from Financial – security, etc.? Story about contempt or dimsissiveness from Avaya HQ in NJ.
  6. the overall corporation did NOT allow wireless in any of their buildings (a telecommunications company!!!) so the HCI group had to get special dispensation from the bureaucracy to get it in their offices so that they could carry around laptops and collaborate and communicate;also they would have their flash drives confiscated and ipods sealed up upon entry into the building to prevent theft.... which also really prevented collaboration and just getting-work-done; USB ports blocked out on laptops (as was Google Docs) for collaborating and sharing files; so these people are trying to be creative and to collaborate with you but this is what they have to deal with. Understand it, and how that affects how they are dealing with day to day stuff
  7. What are the tools that not only reassure but provide information in the way they need it, the way they want it, the way they know how to use it. This is about a familiar tool for something they know - timelines
  8. This is something they aren’t familiar with – an innovation process – so put it in their terms
  9. Let’s revisit what we wrote at the beginning!