Visual Tools and Innovation Games - full day workshop - dev intersections - nov 2014 - final

transcript

Mission Impossible:Learn How to Become a SharePoint Requirements Secret Agent and Decode Your Project's Secrets with Our Super-Secret-Agent Tools and Techniques

Ruven GotzAvanade

Michelle CaldwellAvanade

Boris & Natasha?

The Man from U.N.C.L.E

Max Smart & Agent 99

Mission: Impossible

Visual Tools & Innovation GamesGetting everyone onto the same page

Ruven GotzAvanade

Michelle CaldwellAvanade

Low-tech social network

Draw your AvatarU

Add your name for the Avatar

“Tag” your AvatarDraw your Avatar

“Upload” your Avatar

Low-tech social network

FILL IN YOUR PROFILE on the Yellow Post-it

• Avatar (a picture that represents you)• Your Name• Your job role (IT Pro, BA, PM, etc…)• School• Hobby• Version of SharePoint• Pets

DIRECTOR & REGIONAL LEAD

Michelle Caldwell

Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com

DIRECTOR & NATIONAL LEAD

Ruven Gotz

ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng

Agenda

Part 1

• Low tech social

• Introduction

• Shared Understanding

• Innovation Games & Visual Tools

• Soft Skills

• Requirements Gathering

• Bad Meetings

• Envisioning (Cover Story)

• Mapping

Lunch (1 hour)

Part 2

• Mapping (continued)

• Envisioning (IBIS Mapping)

• Analyze (Sailboat)

• Visual Design

• Wireframing

• Wrap Up

Make a Connection & Build a Network

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Shared understanding

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Yes!A bridge!

Odds ofSuccess?

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Project goes?

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Same page

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Wickedproblems

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Hard(but tame)

Wicked

Guess what SharePoint is…

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Usually a bunch of people who all have a different

idea of what success looks like

Some of whom, won’t talk to each other

Machiavelli (not exactly )

It must be considered that there is nothing more difficultto carry out nor more doubtful of success nor moredangerous to handle than to initiate a new SharePointproject; for the project team has enemies in all thosewho profit by the old portal, and only lukewarmdefenders in all those who would profit by the newportal; this lukewarmness arising partly from theincredulity of mankind who does not truly believe inanything new until they actually have experience of it.

Dealing with humansin tough circumstances

My three rules of SharePoint

1. Simplicity2. Simplicity3. Simplicity

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How do gamestorming & visual tools help?

Involves People

Egalitarian & Participatory

• Equal Opportunity to

Participate

• Success Depends on

Everyone get Involved

Structured with Goals

Time Bound

Why they are valuable

• They involve a high level of emotion

• Alternative to traditional meeting format

• Real-time feedback

• Helps you discover the unknown

• Catalyst for consensus building

• Provides structure for Creative Chaos

Putting it into actionExcellent facilitation means building your soft skills

Soft Skills

Confidence

Power Posing

Power Pose Blog: http://jamesclear.com/body-language-how-to-be-confident

Amy CuddyYour body language shapes who you are

http://youtu.be/Ks-_Mh1QhMc?t=8m2s

Famous Poser Posers

Listening

http://www.skillsyouneed.com/ips/listening-skills.html

http://www.forbes.com/sites/womensmedia/2012/11/09/10-steps-to-effective-listening/

Brutal Honesty

Preconditions for Great TeamsFrom Paul Culmsee

http://www.cleverworkarounds.com/

What makes Collaboration work?

1. Membership Characteristics

2. Purpose

3. Process and Structure

4. Communication

5. Environment

6. Resources

1. Membership Characteristics

• Mutual respect, understanding & trust

• Appropriate cross-section of members

• Ability to compromise

2. Purpose

• Concrete, attainable goals & objectives

• Shared vision

3. Process and Structure

• Multiple layers of participation

• Flexibility

• Clear roles and responsibility guidelines

• Appropriate pace of development

4. Communication

• Open & frequent communication

• Established informal relationships and communication links

5. Environment

• History of collaboration or cooperation

• Group seen as legitimate

• Favorable political and social climate

6. Resources

• Sufficient funds, staff, materials and time

• Skilled leadership

Requirements GatheringVisual Tools and Games that can help with analysis

The chicken and egg problem

Requirements

What makes something a requirement?

We can do that for $10

We can do that for $1,000,000

We require a jumbo solution to get to our destination

Sometimes, you do need this

Too much focus on the detail…

…and not enough on the destination

Roadblock: Bad meetingsMeetings & workshops take time, but are often ineffective

Meetings, bloody meetings – John Cleese

https://www.youtube.com/watch?v=vE7jfQt2ic4

The Facts

11Million

61.8Meetings/month

50% Unproductive

31 Hours wasted

The Effects

91%Daydreaming

96% Miss Meetings

95% Miss parts of

meetings

73% Bring other work

to meetings

39% Fall Asleep

EnvisioningVisual Tools and Games that can help with defining Project Goals and Vision

EnvisionWith cover Story

Soooo…………. What is your vision for SharePoint?

The object of the game

is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine.

Cover: Tells the story of your big success

Headline: The Substance of the cover story

Sidebars: Interesting facts about the story

Quotes: Quotes from potential end users of the solution

Brainstorm: Documenting initial ideas

– this is important!

Images: Supporting the content with illustrations

Wrap Up

At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.

Game Setup•Cover Story Template

•Post-its

•Pens

• tape

•Facilitator (# depends on size of group

•At least 3 participants

•A Scribe

•Camera (optional)

Now it’s your turn!

•Redoing the MGM Corporate Intranet•Out of date•Old technology•Moving to the cloud•Updating Look & Feel•Updating IA

Introduction to Mind Mapping

Mapping for Navigation

Mapping for Prioritization

Mapping for Scoping

1st Half Wrap UpDon’t go away, we’ll be back for Part 2

ruven.gotz@avanade.comspinsiders.com/ruveng

@ruveng

mary.m.caldwell@Avanade.comshellecaldwell.com

@shellecaldwell

Welcome to Part 2.

IBIS MappingA Grammar for Thinking

Two books you must read

What are wicked problems? (recap)

• You don’t really understand the problem until

you’ve developed the solution

• You don’t know when you’ve accomplished your goal

• Solutions are not right or wrong, they are just better

or worse

• Every wicked problem is unique

• Every solution to a wicked problem is a one-shot

operation

• You are dealing with social complexity

Tools that can help

IBIS Notation

I use Mind Manager to express the same notation

Dialog mapping to capture argumentation

Dialogue Mapping for scoping

Analyze with Sailboat

The object of the game

Gain insight and understanding into the current state of the situation

How to Play the game•Draw and/or put up a boat

•Name the boat to represent the focus area

What is

dragging you

What can speed you up?

Power Dot – Extra Bonus•Give each participant a fixed # of dots (time box the activity)

•Ask each participant to “vote” for their highest priority pains and solutions

•Quickly analyze the results

•Discuss the results as a group

How to Play the game

•Analyze voting

•Discuss the results as a group

Game Setup•A BOAT !

•Post-its (various colors)

•Pens

• tape

•A Scribe

Visual DesignCard Sorting & Tree Testing

What is Card Sorting?

“Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.”

- Donna Spencer

http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0

What are the types of card sort?

Open & Closed

Open card sorting process

Gerbil

Results

Gerbil

But not always what you expect

Gerbil

But not always what you expect (2)

Gerbil

Analysis

http://www.boxesandarrows.com/view/analyzing_card_sort_results_with_a_spreadsheet_template

Now it’s your turn to card sort

Working on a new SharePoint Conference Web Site• Established key terms• Group terms into categories• Label the categories

What is Tree Testing?

Formally Known as……..

Card-based Classification

Evaluation

Methods for Tree Testing

Paper Or Online

Step 1 – Create a set of menus based on draft sitemap

Step 2 – Develop Scenarios

Creating effective scenarios

• You are planning a vacation and you want to know how

much leave you have left

• You need to book travel for work

• You are filling out a request for time off

• You are looking for a contact email/name for the helpdesk

• You have questions about your benefits

Step 3 - Recruit

Step 4 - Observe

Step 5 - Analyze

Step 7 - Repeat Create Menu

Develop Scenario

Recruit

Evaluate

Analyze

Repeat & Optimize

Presenting WellEffective PowerPoint presentations

Two books that can change your life

What not to do!

Wireframing

I used to hate wireframing!

A useless wireframe

Way too much work

Erik Swenson

Balsamiq: Just right

Simple Wireframe

RefineWith Requirements Rainbow

The object of the Requirements RainbowHelps clarify the final requirements/user stories•Add value•Have clear measurement•Alignment to the overall vision

How to Play the Game1. Finalized requirements go on the

outermost band

2. Move to defining the scope band

3. Move to defining the measurement band

How to Play the Game (cont.)

4. Move to the value band

5. Lastly, tie the requirement back to the vision with moving to the “why” statement at the bottom of the rainbow

Game Setup•A Rainbow!

•Post-its from product tree

•Post-its (empty)

•Pens

• tape

•A Scribe

Wrap Up

Adapting the low-tech social network

Products and Tools Referenced• Mind Manager www.mindjet.com• Xmind www.xmind.net• Balsamiq www.balsamiq.com• UserZoom www.userzoom.com• Optimal Workshop www.optimalworkshop.com• Card sort tools measuringuserexperience.com/CardSorting

• Boxes & Arrows boxesandarrows.com• Gamestorming (book) www.gogamestorm.com• Innovation Games www.innovationgames.com• Dialogue Mapping cognexus.org• Paul Culmsee www.cleverworkarounds.com• Glyma www.glyma.co/

Thank You! Download this deck from:http://www.slideshare.net/marymcaldwell

Stay Connected!

ruven.gotz@avanade.comspinsiders.com/ruveng

@ruveng

mary.m.caldwell@Avanade.comshellecaldwell.com

@shellecaldwell

BONUS – KING/Queen FOR A DAY!Adaptation of “Silent Storm” technique

If you were KING or QUEEN for a day what is the 1 thing you would change/implement in your company’s SharePoint environment?

Visual Tools and Innovation Games - full day workshop - dev intersections - nov 2014 - final

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