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HATE SPORTS.I
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HATE SPORTS.I
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HATE SPORTS.I DON’T
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SPORTS.I DON’T
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UNDERSTAND SPORTS.I DON’T
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How to create a successful project culture, from the first meeting.
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Does a great kickoff meeting guarantee a great project?
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Does a great kickoff meeting guarantee a great project?
NO!
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Does a great kickoff meeting guarantee a great project?
NO!
Does a lousy kickoff guarantee project problems?
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Does a great kickoff meeting guarantee a great project?
NO!
Does a lousy kickoff guarantee project problems?
YES.
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#kickoffs@kevinmhoffman
1First impressionsare powerful & lasting.
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First impressionsare powerful & lasting.
Roles are unclear or hidden.
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First impressionsare powerful & lasting.
Roles are unclear or hidden.
Time & money is wasted.
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Trust.
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Good Meeting Design
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Meeting Basics
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Is a neutral servantDoesn’t evaluateDoesn’t contributeCoordinates/Manages
Facilitator
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Is a neutral servantDoesn’t evaluateDoesn’t contributeCoordinates/Manages
Facilitator Creates group memory
Records publiclyIs silentFollows up afterwards
Recorder
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Is a neutral servantDoesn’t evaluateDoesn’t contributeCoordinates/Manages
Facilitator
Contributes ideasStays positiveIsn’t defensiveChecks/balances
Group Member
Creates group memoryRecords publiclyIs silentFollows up afterwards
Recorder
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Is a neutral servantDoesn’t evaluateDoesn’t contributeCoordinates/Manages
Facilitator
Contributes ideasStays positiveIsn’t defensiveChecks/balances
Group Member
Designs the meetingSelects attendees & rolesDecides upon goalsBecomes a group member
Leader
Creates group memoryRecords publiclyIs silentFollows up afterwards
Recorder
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Good Meeting Design
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Good Meeting Design
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Good MeetingKickoff Design
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Kickoff
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1 Open process
Kickoff
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12
Open process
Actionable meeting goals
Kickoff
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12
3
Open process
Actionable meeting goals
Good ideas are everyone’s job
Kickoff
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12
3
Open process
Actionable meeting goals
Good ideas are everyone’s job
Kickoff
4 Learn more than people’s names
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Conference1
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Conference
Business Strategy
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Design Studio
Conference
Business Strategy
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Design Studio
Conference
Business Strategy
Culture
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Conference1
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★ Editorial direction
Conference1
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★ Editorial direction★ Divide and conquer
Conference1
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★ Editorial direction★ Divide and conquer★ Open but custom attendance
Conference1
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★ Editorial direction★ Divide and conquer★ Open but custom attendance★ Sufficient preparation
Conference1
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Conduct your full stakeholder interview phase before you hold your kickoff meeting.
This provides content for kickoff exercises and a framework for you to test the expectations of stakeholders against the larger organization.
Stakeholder “Frontloading”
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Find a personal connection to the subject early.
Gather specific expectations regarding features and functionality.
Be sure to inquire what are risks for project failure.
Maintain an “off-the-record” tone.
Stakeholder “Frontloading”: Tips
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Stakeholder “Frontloading”: RolesThis technique requires:
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Stakeholder “Frontloading”: RolesThis technique requires:
Recorder
Group Member
Facilitator
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Kickoffs at Happy Cog are never a single meeting.
We define a core team, and then branch out from that core team into meetings that tackle the different layers of a project in different, appropriately sized and staffed sub-groups.
Multiple Meetings
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Multiple Meetings: RolesThis technique requires:
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Multiple Meetings: RolesThis technique requires:
Recorder
Group Member
Facilitator
Leader
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Business Strategy2
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Business Strategy★ Identify must-haves
2
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Business Strategy★ Identify must-haves★ Work across the organization
2
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Business Strategy★ Identify must-haves★ Work across the organization★ Assess fit between groups
2
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Business Strategy★ Identify must-haves★ Work across the organization★ Assess fit between groups★ Surface points of contention
2
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Card sorts aren’t just for building sitemaps.
A variation on the poker game “Pass the Trash,” you can use this technique to assess the priorities of a large organization, and if you play your cards right, assess the amount of variance between two organizations.
Prioritization Card Sort
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Prioritization Card Sort: Step 1
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Prioritization Card Sort: Step 1Topic 1 Topic 2 Topic 3 Topic 4
Topic 5 Topic 6 Topic 7 Topic 8
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Prioritization Card Sort: Step 2
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Prioritization Card Sort: Step 2
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Prioritization Card Sort: Step 3
Topic 7 Topic 8
Topic 4Topic 1 Topic 2 Topic 3
Topic 6Topic 5
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Prioritization Card Sort: Step 3
Topic 7
Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6Topic 5
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Prioritization Card Sort: Step 4
Topic 7Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6Topic 5
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Prioritization Card Sort: Step 4Topic 7
Topic 8
Topic 4
Topic 1Topic 2Topic 3Topic 6Topic 5
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Prioritization Card Sort: Step 5 Variation
Topic 7Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6Topic 5
KEVIN
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Prioritization Card Sort: Step 5 Variation
Topic 7Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6
Topic 5
SAVEREMOVE
KEVIN
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Prioritization Card Sort: Step 6
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Prioritization Card Sort: Step 6
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Prioritization Card Sort: Step 7
Topic 5 Topic 6Topic 7 Topic 8
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Prioritization Card Sort: Step 7
Topic 5 Topic 6Topic 7 Topic 8KH KH KH KH
1 2 3 4
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Prioritization Card Sort: AnalysisTopic Passes Average Client Avg. Happy Cog Avg. Variation
Donate to a Specific Program 8 1.31 1 1.67 -0.67
Get Help 1 5.23 5.42 5 0.42
Integrated Events Calendar 12 1 0.14 2 -1.86
Reviews of New Technology 2 3.38 4.71 1.83 2.88
Services Organized by Topic 2 6 3.57 8.83 -5.26
Sign Up to be a Volunteer 0 1.53 1.28 1.83 -0.55
Simulations 0 2.31 3 0.33 2.67
Volunteer for a Specific Program 1 0.46 0 1 -1
Out of 10, n=13 Out of 10, n = 7 Out of 10, n = 6
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Prioritization Card SortThis technique requires:
Recorder
Group Member
Facilitator
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This is something we picked up from Henning Fischer at Adaptive Path’s UX Intensive.
Have all participants evaluate a list of proposed features on a scale of 1 to 5, but limit the total allowed points to 3X the number of features. Plot the results.
Priority & Feasibility Plot
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Priority & Feasibility Plot: Step 1Feature or Functionality Priority Feasibility
Donate to a Specific Program 2 5
Get Help 4 5
Integrated Events Calendar 5 1
Reviews of New Technology 3 1
Services Organized by Topic 1 3
Sign Up to be a Volunteer 3 3
Simulations 4 4
Volunteer for a Specific Program 2 2
Must total 24 24 24
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Priority & Feasibility Plot: Analysis5
4
3
2
1
1 2 3 4 5
Priority
Feasibility
Get Help
Simulations
Volunteer
Donate
Volunteer for a Specific Program
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Priority & Feasibility MatrixThis technique requires:
Group Member
Facilitator
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Design Studio3
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Design Studio★ Develop shared vocabulary
3
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Design Studio★ Develop shared vocabulary★ Volume of ideas
3
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Design Studio★ Develop shared vocabulary★ Volume of ideas★ Low risk
3
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Design Studio★ Develop shared vocabulary★ Volume of ideas★ Low risk★ Build something!
3
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Design studios have been around for awhile, but Todd Zaki Warfel made them sexy with his Prototyping book.
Everyone starts with a blank grid, a pencil, and a time limit. Have them prototype, form groups of 2, present, then critique.
Repeat until you get down to two large groups.
Design Studio/Prototyping
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Design Studio/Prototyping
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Design Studio/PrototypingUnited States Holocaust Memorial MuseumNovember 9, 2009
Your Name: United States Holocaust Memorial MuseumNovember 9, 2009
Your Name(s):
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Design Studio/Prototyping
Design Studio/PrototypingUnited States Holocaust Memorial Museum
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Design Studio/PrototypingUnited States Holocaust Memorial Museum
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Design Studio/PrototypingUnited States Holocaust Memorial Museum
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Design Studio/PrototypingThis technique requires:
Group Member
Facilitator
Group Member
Recorder
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Based in part on their recent O’Reilly book Designing Social Interfaces, Social Mania is a card game created by Christian Crumlish and Erin Malone that allows encourages players build & ship hypothetical social experiences.
It’s a great way to help “non-web” people understand the social web. Make sure you have prizes.
Social Mania
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Social Mania
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Social Mania!This technique requires:
Group Member
Facilitator
Group Member
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Social Mania!This technique requires:
Group Member
Facilitator Facilitator
Group Member
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Culture4
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Culture★ Create a new culture
4
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Culture★ Create a new culture★ Explore and define values
4
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Culture★ Create a new culture★ Explore and define values★ Build trust & relationships
4
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Culture★ Create a new culture★ Explore and define values★ Build trust & relationships★ Identify challenges & colleagues
4
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Show someone a series of websites. Give them 20 seconds to score their reaction to that site on a scale of 1 to 5.
Compare the overall averages, averages by organizational division, and then follow up with folks on high and low scorers.
20 Second “Gut” Test
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20 Second “Gut” TestExample
A Rate your reaction to this website:
1 2 3 4 5Dislike Like
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20 Second TestThis technique requires:
Group Member
Facilitator
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We adapted the basic framework behind Austin Govella and Livia Labate’s User Experience Health Check to evaluate the visual aesthetic of individual functional components.
Uses a methodology similar to the 20 second test, but evaluates individual interface components outside of their larger context.
Design X Health Check
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Design Experience Health CheckExample Rate this element:
Importance1 2 3 4 5
Aesthetic Appeal1 2 3 4 5
Bad Good
A2
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Design Experience Health CheckThis technique requires:
Group Member
Facilitator
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Design Experience Health CheckThis technique requires:
Group Member
Facilitator
Leader
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Projects excel when you can identify shared values between you and your client.
Internally, agree upon your own values about a particular aspect of your work, for example visual design. Then prepare an open discussion based on examples of each value.
Values Exploration
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Values ExplorationHappy Cog Visual Design ValuesBeautiful TypographyUsabilityLess is MoreUnderstand Convention to Innovate
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Values ExplorationThis technique requires:
Recorder
Group Member
Facilitator
Leader
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A Few
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A Few
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A Few
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A FewContinuity.
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A FewAdaptation.
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A FewDepth.
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A FewTrust.
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http://www.goodkickoffmeetings.com
@kickoffmeeting
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Q&A
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