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Introduction to Creative Facilitation Matt Franks Professor, Austin Center for Design

AC4D design library Facilitation

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Page 1: AC4D design library Facilitation

Introduction to Creative Facilitation

Matt FranksProfessor, Austin Center for Design

Page 2: AC4D design library Facilitation

A Recap of Participatory DesignConsidering the user as part of the creative process, providing them tools to descriptively discuss their experiences and solutions.

Page 3: AC4D design library Facilitation

Participatory design includes a series of structured activities where users externalize ideas and reflect upon them.

Page 4: AC4D design library Facilitation

Creative FacilitationBrings stakeholders together in a collaborative environment, where they use designed tools to visualize their goals, express solutions and create alignment.

Page 5: AC4D design library Facilitation

Creative FacilitationBrings stakeholders together in a collaborative environment, where they use designed tools to visualize their goals, express solutions and create alignment.

Page 6: AC4D design library Facilitation

Creative FacilitationBrings stakeholders together in a collaborative environment, where they use designed tools to visualize their goals, express solutions and create alignment.

Page 7: AC4D design library Facilitation

Creative FacilitationBrings stakeholders together in a collaborative environment, where they use designed tools to visualize their goals, express solutions and create alignment.

Page 8: AC4D design library Facilitation

Creative FacilitationBrings stakeholders together in a collaborative environment, where they use designed tools to visualize their goals, express solutions and create alignment.

Page 9: AC4D design library Facilitation

Creative FacilitationIs grounded in the stance of design:

Empathetic

Iterative

Optimistic

A headspace that allows all team members to temporarily forget business, market, and technological constraints – and to focus on the right thing to do for the users of the product, system, or service.

Page 10: AC4D design library Facilitation

Empathetic

Iterative

Optimistic

An externalization of ideas – even in rough form – through visualization techniques like sketching, diagramming, and model making.

Tangible things can be refined, debated, and explored; by giving an idea form, the idea gains identity, depth, and resonance.

Because the idea is “real”, it can be reflected upon and evaluated by a group of people with a common perspective.

Creative FacilitationIs grounded in the stance of design:

Page 11: AC4D design library Facilitation

Empathetic

Iterative

Optimistic

The ability to consider how things could be, irrespective of tradition, trends, seniority, or even practical constraints.

Being optimistic is to dream – to temporarily ignore realities and constraints, in order to think of alternate possibilities.

Often embodied as “Yes, and…” instead of “Yes, but…”

Creative FacilitationIs grounded in the stance of design:

Page 12: AC4D design library Facilitation

What should we do?What is our value?What would our competition do?What are we good at?

Structured activities help answer questions throughout the design process…

Ethnography Synthesis Prototyping

Page 13: AC4D design library Facilitation

Should we extend an existing product line?Should we drive strategic imperatives?Should we leverage a technology investment?Should we follow market forces?

Structured activities help answer questions throughout the design process…

Ethnography Synthesis Prototyping

Page 14: AC4D design library Facilitation

What will our product do?How will it work with our existing products?What features should it have?How can it be differentiated in the market?

Structured activities help answer questions throughout the design process…

Ethnography Synthesis Prototyping

Page 15: AC4D design library Facilitation

Structured activities help answer questions throughout the design process…

Ethnography Synthesis Prototyping

How can we make it real?What’s in scope?What’s the market go-to strategy?How do we maintain it?How do we brand it?

Page 16: AC4D design library Facilitation

There are “moments of tension” where creative facilitation has the most impact.

Ethnography Synthesis Prototyping

Kickoff

Setting a rhythm, tone, scope and strategy

Insight Readout

Solidifying an empathetic stance

During Ideation

Creative Inclusion, establishing a sense of ownership

Driving Solutions

Coordination and cooperation during brass-tacks execution

Page 17: AC4D design library Facilitation

KickoffThe beginning of a program is the optimal time to establish a creative relationship with the client, frame the business challenge with “fresh eyes,” set the rhythm for a different style of working, and establish the success criteria for the project.

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Insight ReadoutThis is a facilitated review of the discovery and synthesis process to create stakeholder buy in. It is an opportunity for stakeholders who were not part of the research and synthesis process to gain empathy with the users, review the process, and redefine expectations and success criteria from an informed perspective.

Page 19: AC4D design library Facilitation

During IdeationGood ideas often come from subject matter experts dispersed throughout the organization. Diverse teams can bring new ideas to life through joint ideation activities, and capture & disseminate new ideas in actionable formats. This establishes ownership through an inclusive process.

Page 20: AC4D design library Facilitation

Driving SolutionsInnovative products and services require coordination and cooperation from various parts of a client’s organization. By capturing requirements and defining priority, a team can collaboratively sculpt a roadmap for success.

Page 21: AC4D design library Facilitation

Understanding FacilitationFacilitation is a structured conversation. A facilitator leads a group through designed activities in order to achieve a predetermined goal.

Page 22: AC4D design library Facilitation

But too often, alignment doesn’t happen.

The team encounters misunderstanding and conflict as the client tries to understand the creative (and risky) process of innovation, and how to communicate it to senior management.

Page 23: AC4D design library Facilitation

The Challenge of Alignment:1. It’s compelling for consultants to create a working relationship of

“us” and “them” – while an ideal relationship will have a single team, working together to achieve a common goal.

Page 24: AC4D design library Facilitation

The Challenge of Alignment:1. It’s compelling for consultants to create a working relationship of

“us” and “them” – while an ideal relationship will have a single team, working together to achieve a common goal.

2. Clients often view problems in linear ways – while the design process frequently embraces a non-linear, and therefore, unfamiliar, process.

Page 25: AC4D design library Facilitation

The Challenge of Alignment:1. It’s compelling for consultants to create a working relationship of

“us” and “them” – while an ideal relationship will have a single team, working together to achieve a common goal.

2. Clients often view problems in linear ways – while the design process frequently embraces a non-linear, and therefore, unfamiliar, process.

3. Design deliverables can seem mysterious. Teams often forget to set expectations about what artifacts will be created and delivered.

Page 26: AC4D design library Facilitation

The Challenge of Alignment:1. It’s compelling for consultants to create a working relationship of

“us” and “them” – while an ideal relationship will have a single team, working together to achieve a common goal.

2. Clients often view problems in linear ways – while the design process frequently embraces a non-linear, and therefore, unfamiliar, process.

3. Design deliverables can seem mysterious. Teams often forget to set expectations about what artifacts will be created and delivered.

4. Unless explicit success criteria are established, it’s difficult to judge if a subjective design has been successful in achieving business goals and driving user value.

Page 27: AC4D design library Facilitation

Creative Facilitation is about dialogue. Unlike a presentation, where content is delivered through a lecture or discussion, Creative Facilitation is dynamic and expressive. Facilitators and participants are continuously engaged in an exchange of perceptions, ideas and emotions.

Page 28: AC4D design library Facilitation

Matt FranksProfessor, Austin Center for [email protected]

Download our free book, Wicked Problems: Problems Worth Solving, at http://www.wickedproblems.com