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Kate Rutter at BayCHI June 9, 2009
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Kate Rutter [email protected]
BayCHI | June 9, 2009
Pen & paper techniques for getting from research to design
A little about me…
Adaptive Path
Kate R. I’m a designer and strategist. Making things visible and visual makes my heart sing.
Adaptive Path is a User Experience strategy and design consultancy. Our mission is to help companies make products and services that deliver great experiences that improve people’s lives.
we are
First, a story...
BIG opportunity space
large shifting team
money & time constraints
So here’s what we did:
And it was awesome. Compelling insights
New perspectives
Clear implications for design
Shared understanding
Visual ideas get through faster
What made it work? Visual approach activated a different way of working
The insights carried from research �
into design
Pen & paper tools were accessible �and fast
Concepts hinged directly to design implications
So that the resulting designs�reflect the people and their needs.
Images help groups move
faster...together
Visual ideas get through
faster
Pictures communicate a more complete
idea
Why work visually?
How could we do this again?
We’ll cover…
What you need to get started : tools & techniques
A way to take this home with you.
A simple method
activities!
Warm-up
INSTRUCTIONS
Make a nameplate. 1. On a piece of paper write your name in a
way that communicates something about who you are.
2. Then make a sketch of some kind that says something about you.
3. Do it in 2 minutes.
Your toolkit Surfaces
templates
rolls of paper
poster board
sheets
stickies
1/2 sheets�squares & quarters
Utensils
markers
colored pencils
sharpies
colored chalks
crayons!
Your toolkit Marks
Takes only seconds more than writing!
lettering
case case Case CASE
WORDS
texture
shading
weight
LINES
symbols
drawings
icons
PICTURES
Your toolkit Layouts
centered
radiant
grid
linear
cluster
list
tree
And also... size
shape
color
Here is our process
process: see
Transcripts
Note taking
Spreadsheets
Coding
And more!
Jotting
Jotting
Jotting breaks down
observations into their
most elemental parts �
and captures the weight
of each idea.
The scenario:
You are a researcher on a project to develop innovative solutions for common household organization problems.
You’ll practice jotting items from a short clip of an interview, using pen & paper tools. Try to capture the emotional energy along with key messages.
min]
Activity
INSTRUCTIONS
Jot what you observe. 1. Read this quote from a user
interview.
2. As you read, jot any significant ideas or themes that you observe.
3. Jot one observation per piece of paper.
4. Do it in 2 minutes.
I love to come home after a long day. When I get here, it just feels like this is the place I can hide from the world, or recover, or just be alone. It's all my stuff and everything is where I want it. It's like a nest. Well, sometimes it’s a nest. But sometimes it's more like a project. There's always something that needs to be done.
Activity
INSTRUCTIONS
Let’s jot an audio transcript. 1. Now, listen to this three-minute
transcript.
2. As you listen, jot what you observe.
3. Use line weight, color, and imagery to distinguish the big themes from the smaller ideas.
4. Do it in 5 minutes.
next?
What do we do with all these pieces of paper?
Theme Boards
Clustering
Relationship Models
Word Sort
Bottom-up Sorting
Affinity Diagrams
And more!
Theme Boards
Theme boards display
the results of synthesis. �
They show the patterns
and themes that act �
as a bridge to the
design process.
Theme Boards
Concept Sketches
Books
Personas
Reports
Presentations
Video Reels
Decks
Storyboards
And more!
Concept sketches capture
a story, illustrate the
relationships of elements,
or a communicate a core
set of related ideas.
Concept Sketching
Handy visual layouts
Mind Maps Graphs 2 x 2s
Grids Mandalas
Bringing it all together
Use the concept
sketches, jots &
supplemental material
to craft stories and
implications for design.
Hinge from research…
…to design
From concept sketch… … to storyboard
From concept sketch… … to information architecture
From concept sketch… … to interface prototype
What we covered....
What you need to get started : tools & techniques
A way to take this home with you.
A simple method
activities!
What 3 things can you start using tomorrow?
THINK ABOUT...
Download the workbook & deck from: • www.intelleto.com (after Friday!)
Kate Rutter <[email protected]>
GETTING THE GOODS
