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ADAPTIVE PATH | UX WEEK 2008 | August 12, 2008 | 0
The Problem-SolvingPower of Stickies
simple tools that deliver great results
Kate Rutter <[email protected]>
(also known as Post-it® Notes)*
Become a Stickynote Ninja
ADAPTIVE PATH | UX WEEK 2008 | August 12, 2008 | 1
What we’re going to do in the next 3 hours
Talk about why sticky notes + UX =
Learn 9 methods that will rock your work
Experience 4 activities to get hands-onwith the methods
Collect a bunch of tips and tricks to makeyour sticky-life easy
Learn from each other’s experiences
Find out where to get more info and tools
Get a trinket
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don’t be shy...
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the path of thestickynoteninja
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simple tools + skilled practitioners
powerful weapons
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Sticky notesare the currency
of ideas.
NinjaSecret
#1
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Ubiquitous
Cheap Simple
Why stickies?
Easy torearrange andmove around
The right sizeto hold 1 ideaor problem
They stick on avariety ofsurfaces
Familiar andapproachable
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I call this…
STICKIES
Lightness
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Why do they work so well in groups?
Enable peopleto externalizetheir thoughts
& ideas
Help a groupfocus on one
thing at a time
Clearly showrelationships &
agreements
Allow a groupto visualizepatterns
Engage thewhole group
in the process
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Two major ideas… Generate new ideas Probe problems Explore attributes
Create
information
Identify patterns Prioritize Make decisions Create plans
Reduce
information
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Ninjas don’t talkabout what they do…
they just do it.
NinjaSecret
#2
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methods
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StickyNinja
Tip
What goes on a sticky?
1 thought or idea per sticky
Make them as clear as possible
Keep the corners clear in caseyou need space for additionalnotes
Be specific
Lots ofissues with
product
Frequentdowntime
due toserver load
for example…
I amone idea
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4 types of layouts
Lists Clusters Trees Maps
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The joy of lists
Lists
Swap-Sort
Collect information about a topic
Order items by priority
Freelisting
Name Use it to…
Dot-Voting Identify top choices
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Lovin’ the clustersName Use it to…Clusters
Loose Cluster Identify patterns in information
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Cultivating the treesName Use it to…Trees
Top-Down Tree
Bottom-Up Tree
Examine a topic thoroughly
Identify the fundamentalnature of a topic
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Charting the mapsName Use it to…Maps
Action Plan
Information Map
Define what’s neededto meet a goal
Understand complexrelationships
Process Map Understand complexrelationships
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Getting started : setting the stage
Define what you’re there to do:ie: “Understand how people think about mobile devices”or “Gather ideas for new features”
Write down the objective and display it whereeveryone can see it and reference it.
Briefly describe the process you plan to use, and ask peopleif they have questions.
Have enough stickies and markers to go around.
StickyNinja
Tip
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gathering ideasmethods to master
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List : Freelisting
I am onethoughtI am onethoughtI am onethought
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Lists from walk-by contributions
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Data from research interview videos
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Strategic sticking
Be aware of where you put the sticky stuff.
Top for columns (ie: bottom-up maps)
Bottom for general clustering
Be consistent - Don’t put them all catawampus.It’s a big time-waster!
Tip: fold down the edge of one of the top corners tomake a handle so they are easier to grab and move.
StickyNinja
Tip
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organizing stuffmethods to master
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Cluster : Loose Cluster
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Clustering activity
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Clustering activity with zones
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Data into information : Charmr
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Clusters by topic
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Don’t have a big wall for stickies?
Use a rolling whiteboard
Use a window!
Use the back of a door
Use a wall in the bathroom
Get large sheets of gatorboard or foam core
StickyNinja
Tip
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or you can use the side of a building...
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Tree : Bottom-Up Tree
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Three levels in bottom-up tree
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A forest of task trees
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Pen and sticky size
Use the right size pen for the rightsize sticky.
Fine point Sharpie
Super Sharpie
Chisel point Sharpie
StickyNinja
Tip
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lets get hands on…activity 1freelisting • clustering • bottom-up tree
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The Scenario
You are a UX design team with the challenge of creatingthe site for a new service: milkandcookiesnow.com
The big vision is to get milk and cookies to people whoneed them, and deliver within the hour.
All the supply and delivery stuff is worked out and readyto go. Now you need a web app for selection, ordering,payment and delivery confirmation.
The product values are: user-centered, unique, fun,personal, easy-to-use, quick, engaging,has a sense of humor.
Take a minute to read the scenario and the user stories.
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The 1st challenge : what will the product DO?
What featuresand functionalityneed to be builtfor the site to be
successful?
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Activity 1 : Freelisting
Independently down your ideas. Don’t talk, just write.
Write each idea on a sticky. Make as many as you can.Aim for 10-15 per person.
When you’re done, put the stickies on the sheet in themiddle of the table, spread out so that they are randomlydistributed.
idea 1
Idea 2
Idea 3
Idea 4
Idea 7
Idea 6
Idea 5
What featuresand functionalityneed to be builtfor the site to be
successful?
5 minutes
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Activity 1 : Clustering
Group the stickies together…like with like.
You can discuss groupings, but keep conversation to aminimum. Focus on keeping things moving.
When time is up, take a look at the groups and seewhat you’ve got.
idea 1
Idea 2
Idea 3
Idea 4
Idea 7
Idea 6
Idea 5What featuresand functionalityneed to be builtfor the site to be
successful?
5 minutes
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Activity 1 : Labeling
As a team, name the groups.
Write the name on a different color of sticky and put it atthe top of the group.
If you get to groups of groups, use the larger stickies.
Take a look at what you’ve got. What’s surprisingabout the patterns?
idea 1
Idea2
Idea3
Idea4 Idea
7
Idea6
Idea5
What featuresand functionalityneed to be builtfor the site to be
successful?
Group1
Group2
Group3
SuperGroupI
SuperGroupII
5 minutes
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yea!
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Stick ‘em when you need ‘em
Sticky-sessions are not justa workshop technique
Quick cluster = quick clarity Quick freelisting gets issues out, makes
ideas visible, and opens up topics fordiscussion
You can start a stickynote activity at anytime...just start “scribing” issues/topics asthey emerge
StickyNinja
Tip
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exploring and delvingmethods to master
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?Why is this happening?
Tree : Top-Down Tree
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lets get hands on…activity 2top-down tree
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The 2nd challenge : why does the product MATTER?
What is thedeeper purposeof a feature on
the site?
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A quick example...
So that the milk & cookies get to the right place.
So that the milk & cookies get there atthe right time.
Deliverypreferences
L 1
L 2
L1.2
L1.3
L1.4
Why is this important?
so that the customer gets their order
so that the customer feels good about the service
so that the customer trusts the service
so that the customer has a great day
so that the customer will tell their friendsL1.5
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ready?
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Activity 2 : Top-down tree
Pick a top-level feature from your clusters.
Ask the question “Why is this feature needed/important?”
Write your answer down on a sticky. One thought/idea pernote. Place the sticky below the one that prompted theanswer.
Make about 5-7 of these.
What is thedeeper purpose
of this feature onthe site?
4 minutes
Feature set 1
Reason1 Reason
2
Reason3 Reason
4
Reason5
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Activity 2 : Top-down tree
Ask the question again, this time working through thestickies you just made.
Put the answer stickies below the one that prompted theanswer, so that a tree develops.
Try to get down to 4 levels, each with 5-7 stickies.
What is thepurpose of thisfeature on the
site?
7 minutes
Featureset 1
1
2 3 4
5
1.1 1.21.3 3.1 3.2 4.1 4.2
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Activity 2 : Top-down tree
What new perspectives, insights and observations did youuncover?
How does this information impact the feature clusters youcreated earlier?
How would you add to, shift, adapt or change the originalclusters?
What other top labels would be good to explore in this way?
What is thedeeper purpose
of this feature onthe site?
4 minutes
Featureset 1
1 2 3 4 5
1.1 1.2 1.3 3.1 3.2 4.1 4.2
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yea!
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making prioritiesmethods to master
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Dot Voting
I am anidea
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Dot Voting
Vote again
Don’t include “no votes”
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Dot Voting
Top priority
Important
Consider
Low priority
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$2k
$8k
$9k$7k
$4k
$6k
List : Swap Sort
$1k
$5k
?
What makes usthe most money?
$5k $1k
$2k
$3k$8k
$9k$7k
$4k
$6k
?
$3k $5k
$1k
$5k
$3k
?
$3k $1k
$1k
$5k
$3k
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lets get hands on…activity 3dot-voting • swap-sort
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The 3rd challenge : what do we do FIRST?
What do we need to build firstfor the site to be a
success?
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Activity 3 : Dot-voting
Everyone gets 5 dots. Stick the dots on the features thatyou feel are most needed for the site to be successful.
Everyone votes at the same time.
When you’re done, put the stickies in rows with the mostvotes at the top and the sad dot-poor ones at the bottom.
What do weneed to build firstfor the site to be
a success?
3 minutes
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Activity 3 : Swap-Sort
Pick the 5 stickies with the most number of votes.
Take 2 notes and compare them, based on the criteria.Put the preferred one on the top.
Compare another note with the top note, then the notesunder it. Put it in the list, based on its importance.
Continue until all 5 notes are placed.
What do weneed to build firstfor the site to be
a success?
7 minutes
Criteria:milkandcookiesnow.com
needs to:1) Be a unique experience2) Have a sense of humor
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yea!
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Explore the Sticky-note palette
Get to know your materials
Use size and color in a meaningful way
StickyNinja
Tip
5x8
4x6
4x43x4
3x53x3
2x32x2
1x2
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...which opens up all kinds of opportunities...
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making plansmethods to master
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Map : Information Map
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Map : Process Map
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Site navigation brainstorm map
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Workshop planning map
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Making sense of legal stuff map
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Map : Action Map
Now Later 2009
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lets get hands on…activity 4action planning
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The 4th challenge : who does what when?
Who does whatwhen to make the
site a reality?
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Activity 4 : Action plan
Take the top feature from the ordered list of priorities.
Freelist tasks that need to be done to build the feature.
Don’t worry about what comes first, just brainstorm tasks.
Aim for 10-15 tasks per person.
Who does whatwhen to make
the site a reality?
5 minutes
task
task
task
task
task
task
task
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Activity 4 : Action plan
Make a set of large stickies for timing:week 1, week 2, week 3, week 4
Sort the task stickies underneath the timing stickies
Who does whatwhen to make
the site a reality?
5 minutes
Week 1
task tasktask
task
tasktask
Week 2 Week 3 Week 4
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Activity 4 : Action plan
Make a set of stickies for each role you need on the team(designer, researcher, business owner, developer.) Placethese in a column down the left side of the map.
Sort the task stickies to align horizontally with the role thatwill do the task.
Don’t worry about being tidy, and you can duplicate tasks.
Who does whatwhen to make
the site a reality?
5 minutes
Week 1 Week 2 Week 3 Week 4
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yea!
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Going green with stickynotes
Q: Are post-it notes recyclable?A: According to 3M, yes.
Q: What about the news story about how stickies gum up recycling process?A: The stickies referred to in the article were items coated with a permanent adhesive, like mailing labels.
Q: Are stickies made from recycled paper?A: Some are. You can get some sizes and colors as 30% post-consumer waste recycled post-its.
You can learn more at: www.mmm.com/us/office/postit/faq.html
StickyNinja
Tip
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What else can we do?
Use notes twice: Once you’ve written on thefront, fold up and use the note again asa 1/2 note. This lets you write on the back, too.
Don’t crinkle & toss. Slabs of notes are difficult to recycle.Stick two stickynotes back to back to ensure you don’tend up with big slabs.
Unleash your inner pastel. Use the softer colors that aremore easily recycled. Many bright colors are not as easilyrecycled, due to the ink.
StickyNinja
Tip
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capturing results
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Capturing the results
Use digital photos to capture different states
Be sure that the writing on the notesis legible! (This is a common gotcha)
Optimize the visuals in photoshop...sharpen & auto-adjust are your friends
Save as a pdf, and you can print the pagesat actual size to pin up in your work room
StickyNinja
Tip
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...or you can put them into a deck
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you guys are experts…activity 5making awesome group experiences
ADAPTIVE PATH | UX WEEK 2008 | August 12, 2008 | 85
The 5th challenge : make a map for success
What issueshave you
encountered?
How can we make our participatory activitieswildly successful?
Whatsolutions have
you used?
How can wego from good
to great?
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Activity 5 : make a map for success
Working as a group, freelist these three questions.Aim for 10-15 stickies per person per question.
Now as a team, cluster the stickies into 3 affinity diagrams.Don’t forget to label the clusters.
Take a look at what you’ve got.What patterns have emerged? 20 minutes
What issueshave you
encountered?
Whatsolutionshave you
used? How can wego from good
to great?
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yea!
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tools & resources
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9 great techniques
List
List
Tree
Name Type Use it to…
Top-Down Tree
Bottom-Up Tree
Swap-Sort
Action Plan
Information Map
Dot Voting
Map
Map
Tree
Collect information about a topic
Order items by priority
Examine a topic thoroughly
Identify the fundamental natureof a topic
Define steps to meet a goal
Understand complex relationships
Decide what to focus on
Freelisting
ClusterLoose Cluster Identify patterns in the information
List
Process Map Map Understand complex relationships
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Links & books
3M Post-it site www.3m.com/us/office/postit
StickyNote Ninja www.stickynoteninja.com
Wikipedia en.wikipedia.org/wiki/Post-it_note
The Grove Consultants grove.com
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Credits
Flickr Images
Stickynote background by Tiago Pinhal
www.flickr.com/photos/tiagopinhal/387756816/
IceBreakers picture by Arun Katiyar
www.flickr.com/photos/48889080879@N01/96243768/
“To Do” artwork by Illegal Art | www.illegalart.org/projects_todo_pics_5.cfm
Photo by Amit Gupta | www.flickr.com/photos/superamit/1043379069/
Stickynote colors image by GoBestArticles
www.gobestarticles.com/2008/05/12/post-it-art...
Elvis image by Todd Coates at Capstrat
www.capstrat.com/elvis-spotted-in-the-conference-room/
ADAPTIVE PATH | UX WEEK 2008 | August 12, 2008 | 92
walk softly…and carry a big sticky!
www.stickynoteninja.comKate Rutter <[email protected]>
FinalNinja
Secret