IA Summit 2013: Collaborative Design

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Kelani Nichole, Sr. UX Strategist at Big Spaceship, shares her thoughts on collaborative design workshops for the IA Summit 2013.

Text of IA Summit 2013: Collaborative Design

IA Summit 2013COLLABORATIVE DESIGN

04.05-07.2013

Monday, April 8, 13

04.05-07.2013

HELLO.

Monday, April 8, 13

04.05-07.2013

@KELANINICHOLE

Monday, April 8, 13

Back home in Brooklyn

Director Product Strategists User Experience Designers You?

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Sketch

Rene

Critique

Present

DESIGN STUDIO

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What about when you dont know what all the pieces are?

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Or what you want to build?

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Or want to take your product in a whole new direction?

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IT WORKED!

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An effective and actionable means to build strong relationships across mixed client/agency teams.

What we found...

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A natural fit with our working style, and a great way to invite clients into our culture.

What we found...

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A way to get clients out of their typical environment and engaging across internal walls.

What we found...

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A means to create shared ownership in envisioning new products, services and digital platforms.

What we found...

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1. What does new product X look like when you login?2. How can we reinvent this customization tool?3. What is the new homepage experience on site Y?4. How can a new search and directory tool help

connect people?5. How can we create a social shopping experience on

this eCommerce product page?

How were using collaborative design:

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1WHAT IS DESIGN STUDIO?

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How it Works

Present Critique Sketch Refine/Repeat321 4

Group provides positive and negative

feedback

Steal the best ideas incorporate feedback and refine concepts

Present ideas to your group from a user-

focused POV

Generate ideas through quick rounds

of sketching

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Generate eight ideas in 8 minutes they should be distinct concepts, and can be very rough.

Present & Critique with your group 5 minutes each.

Round 1

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Steal the best ideas from your group combine them into 4 refined concepts, with a little more detail, in 10 minutes.

Present & Critique with your group 5 minutes each.

Round 2

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Collaborative Design Divide & conquer to deepen one concept, incorporating the best elements by working together for 20-30 minutes.

Present & Critique with the entire group, 5 minutes per team vote on leading concepts.

Round 3

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Creates shared understanding around the design challenges, user needs and functional scope.

Produces leading design patterns through iteration and consensus building.

Why it works:

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2HOW WERE USING IT

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Foster a sense of ownership,

investment and deepen engagement

with partners.

Create a common language and frame of reference around the product, unite

collaborators.

2Functional Emotional

1

Why Collaborative Design?

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Build Relationships

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Overcome Obstacles

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Establish a Common Language

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Create Shared Understanding

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Research informs well-defined design challenges. Background is presented at the beginning of the

workshop. Participants break into teams of 4 or 5 for three rapid

rounds of sketching, presentation and critique and then refine ideas.

The whole group gathers together after the third round to regroup and build consensus.

Overview of the Workshop

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Tips: Sketching

Everyone can sketch!

Its about quantity NOT quality.

Focus on getting the idea down on paper, then refine.

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Persona-first thinking should always lead presentation of designs.

Its about selling a concept and getting to the best solutions through collaboration.

The art of critique focus on articulating the strengths and weaknesses of each and every design solution.

Tips: Presentation & Critique

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Aligning stakeholders on priority and scope. Exploring a problem space from a user-focused

perspective. Educating collaborators on how context impacts a

persons needs, and what to expect from our iterative product design process.

Working through internal politics, agendas, bad ideas and constraints.

What its great for:

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A simple brainstorming method you can run on-the-fly in an hour it requires investment and preparation.

A means to identifying a fleshed-out approach to implementation.

A decision-making tool consensus is different than approval.

What its not:

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Scheduling is a challenge getting a group of stakeholders in a room to sketch for six hours is sometimes not so easy.

Environment is essential table space, ambient music, healthy nourishment and the right leader.

Preparation a well-framed set of challenges is essential in addition to a solid understanding of the participants roles & relationships.

What it takes:

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3HOW TO PREPARE

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People-focused Research

Understanding not only user behavior across context, but also needs and behaviors of internal stakeholders is essential.

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Frame the Challenge

Sketching is uncomfortable enough, without a clearly defined challenge your participants will struggle to dig-in.

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Provide some Inspiration

Thought-starters should be easily accessible by each participant as they hit mental blocks a look at competitors

and innovators can help ignite creative sparks.

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Moderation & Critique

A strong leader to guide the session is an essential component to both keep the loudest voice in the room in check and

encourage participants to push their critique.

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PEOPLE-FOCUSED RESEARCHHOW TO PREPARE A SESSION

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Contextual Inquiry, Interviews & Surveys:

Interrogate user behavior, surface internal and external needs, and explore organizational challenges.

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Analytics:

Discover behavioral patterns, investigate whats working and whats not, understand context and device usage.

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Journey Workshops:

Take an immersive step-by-step journey into a problem space, discover thoughts, feelings, needs and constraints across contexts.

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Goal Alignment:

Clearly articulate findings from research, and build consensus around leading goals.

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FRAME THE CHALLENGEHOW TO PREPARE A SESSION

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Personas/Profiles:

Create actionable representations of the people and behaviors youre designing for personas are a great tool to have in a session.

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Experience Map:

Illustrating the problem space through an experience map or user journey map helps to anchor design across contexts.

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Content Outline:

Participants have different roles and relationships with the content of a challenge give them an outline to work from.

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Requirements & Constraints:

Clearly articulate the functionality that might be included encourage blue sky thinking but provide some foundation.

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Design Challenges:

Articulate the leading challenges, explaining how they align to your research and stakeholder goals.

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PROVIDE SOME INSPIRATIONHOW TO PREPARE A SESSION

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Competitive Analysis:

What other solutions are out there in the problem space? Whats working, and what isnt? Where do opportunities exist?

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Explore Paradigms:

Look for inspiration in a completely different problem space, think about how divergent paradigms could lead to opportunity.

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Outline Thought Starters:

How would you begin to tackle this challenge? What are the most fertile dimensions of the problem space?

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Ambience + Setup:

Comfortable seating for groups is a must, music helps stimulate creativity make sure to stock up on supplies to set participants up for success.

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MODERATIONHOW TO PREPARE A SESSION

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Push your understanding of critique with each new session read up on methods and best practices.

Practice makes perfect the more time spent in critique the better equipped youll be to lead it.

Practice Critique.

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Get to know your participants ahead of time what are their goals, needs and personal agendas?

If you dont have a chance to interview participants, take the time to understand their role & responsibilities.

Foster Alignment + Buy-in.

Monday,