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Design Jams! How to run creative sessions with the people who use your product.

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www.uxpa2016.o #UXPA201 Session Survey: http://www.uxpa2016.org/sessionsurvey? sessionid=110 Design Jams! Problem-solving with the people who use your product
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www.uxpa2016.o#UXPA201Session Survey: http://www.uxpa2016.org/sessionsurvey?

sessionid=110

Design Jams!Problem-solving with the people who use your product

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Melinda Campbell

@melindahouse

[email protected]

• where do you work? what do you do?• we are hiring!• not puppets

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sessionid=110

“Brainstorms among equals are ENFP’s forte…”

ENFP-A (empathetic • intuitive • feeling • prospecting • assertive)

I recently did a personality test…

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• For the past almost 4 years at Puppet…• Today I’m going to focus on designing with users and talk about the things that make that different than designing with your team internally•

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• what is a design jam?• mini creative session • take these design-thinking principles, this classic UX process • “jam” it into a 2-hour, problem-solving workshop

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Google Ventures: Design Sprints

http://www.gv.com/sprint/

• Inspired by google ventures 5-day sprint• These sprints are great for kicking off a project and mapping out the whole problem space…• But sometimes you don’t have 5 days…• And 2 focused hours can be really valuable• gv.com/sprint is a great resource, lots of helpful stuff

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Google Ventures: Sprint book

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Stanford d.school: Crash Course

http://dschool.stanford.edu/dgift/

• describe d.school crash course, intended to teach design thinking• mix tapes for conducting 1/2 day sessions on understand, experiment, and ideate

The Stanford d.school’s crash course in design thinking is also a great format for planning a short design session. This is a quick 90 minute session that you can use to teach this process to others. They also offer some ‘mixtapes’ they call them for facilitating 3 half day sessions each around understand, experiment, and ideate.

www.uxpa2016.o#UXPA201Session Survey: http://www.uxpa2016.org/sessionsurvey?

sessionid=110

Puppet: Design Jams

discover and define brainstorm choose prototype and test

• What does our version of this look like?

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• So doing this with users is much different than doing it with your internal teams• and you have to be careful…• as we know, we are not supposed to ask our users what they want us to build…• Turns out we are not great at predicting what we will want in the future.

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Customers said they liked it.

They said they would drink it.

They didn’t.

New Coke.

There have been a few famous examples of this where doing what our users told us to do led us astray. Here’s one:

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

“If you asked people what they wanted 200 years ago they would have said faster horses…”- Not Henry Ford

• And we’ve all probably heard this quote…• But this is conundrum in UX• How do we get input on design for something our users don’t have the context for?• How do we innovate and validate new concepts and ideas• A knob• At Puppet we came up with our own term for this…

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The conversation with my coworker went like this:

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sessionid=110

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#spacepants

So that’s how it happened. Space pants. It comes up quite a bit. You’ll probably start noticing it where you work too. And now you know what to call it. ‘Space pants’ is the new faster horses.

So, back to the issue before - when you are in a spacepants situation and you can’t just ask users what they want. What do you do?

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My answer is - invite them to a design jam!

- Instead of asking them what they want- Give them these essential design thinking skills- they can turn that into real innovative thinking, and actually have some pretty great contributions.

- perfect innovation potluck -- they bring the domain knowledge and real user stories and we provide the design thinking structure and principles.

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sessionid=110

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User prototype

• even then you’re not going to BUILD the things your users design• this is all really a research engagement in disguise• it’s discovery research

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

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Outcomes• User stories

• Story maps

• Current user workflows

• Hacks and workarounds

• Integrations with other tools

• Insight about competitors

• Design expectations

• User capabilities

• Product ideas

• What you WILL get is…• a gold mine of knowledge and artifacts to interpret and inform your own internal design process. • Here’s what you can expect to collect…

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Benefits• An empathetic product team

• Clear product direction

• Adoring users

And on top of that Design Jams results in -

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sessionid=110

How to Jam

Plan Jam! Unpack

So let’s talk about how to jam with usersI’ll walk through what to do before, during, and after the design jam with users

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

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Plan: The “how might we…” question

Picking the right design problem to solve

• Sets the stage for the whole design jam• jumping off point and the end goal• no pressure!• You want to make sure you get the right scope of a problem…

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Too broad

When your design problem is too broad, you quickly realize that nobody knows where to start.Blank stares, too many jumping off points

Example of too broad - How might we design pants for being in space?

This is ok and not the worst situation

Story-mapping

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Too narrow

When the problem is too narrow, people kind of already know the answer, or they think they do.

This is worse than too broad, hard to zoom out

But you can zoom out and pivot your design problem…maybe you draw out a workflow and ask about other things that come before or after the design problem and see if there is something else worth digging into. But this is tricky.

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Just right

Just right - How might we design space pants that keep your legs comfortable when floating in space?

This last one has some constraints - the pants must be comfortable - but it still gives some room for innovation and lets the user define the requirements of the design problem - what does comfort mean? What could be uncomfortable about floating in space?

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Plan: your team

Here’s who I like to have on my team:

A facilitator. - What does facilitator do?- kindergarten teacher

A topic expert or 2.Why have a topic expert?I work on a technical product…What is their job?

Engineers (and others) - valuable for other members- connect with users- get fired up about building tools- What can they do?

Keep the participants to 20 people or less - Why do you want less than 20?- sharing in groups- casual conversation-

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Plan: your team

the facilitator

A facilitator. - What does facilitator do?- kindergarten teacher

A topic expert or 2.Why have a topic expert?I work on a technical product…What is their job?

Engineers (and others) - valuable for other members- connect with users- get fired up about building tools- What can they do?

Keep the participants to 20 people or less - Why do you want less than 20?- sharing in groups- casual conversation-

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Plan: your team

the facilitator the expert

A topic expert or 2.Why have a topic expert?I work on a technical product…What is their job?

Keep the participants to 20 people or less - Why do you want less than 20?- sharing in groups- casual conversation-

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Plan: your team

the facilitator the expert the engineers

Engineers (and others) - valuable for other members- connect with users- get fired up about building tools- What can they do?

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Plan: your team

the facilitator the expert the engineers

users

Keep the participants to 20 people or less - Why do you want less than 20?- sharing in groups- casual conversation

www.uxpa2016.o#UXPA201Session Survey: http://www.uxpa2016.org/sessionsurvey?

sessionid=110

Schedule meetings

Planning meeting2-3 weeks

Check-in Run-through Set up

Design jam!

Unpack1 week 2-3 days 1 hour 1 day after

- talk through the meetings

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Where?Where in the world?

What venue?• whiteboards• tables• chairs for 20+

• where are your users? • would you travel? would they travel?• Virtual?

• Largely depends…• Where your users are• Budget• You need a space that has…When and where you hold your design jam will depend largely on your budget. In general I try to make these pretty lightweight, so it doesn’t become a huge to-do.

I like to do right after work at our office and serve pizza and beer. Start at 5:30pm and be done by 7:30pm.

If it’s the end of the week, people will be tired after work and more likely to bail.I suggest mid-week.

Where?do you have to reserve a space or can you host it at your company? You’ll need a projector and a whiteboard. Seating for small groups of 4.

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VirtualGroup video call

+

Online group collaboration

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When?What day?

What time?• would they miss work?• 5:30-7:30pm with pizza and beer

• weekday• early, mid week• other events you can piggy back on? (ie. conference, meetup, etc)• other events that conflict?

• Largely depends…• Where your users are• Budget• You need a space that has…When and where you hold your design jam will depend largely on your budget. In general I try to make these pretty lightweight, so it doesn’t become a huge to-do.

I like to do right after work at our office and serve pizza and beer. Start at 5:30pm and be done by 7:30pm.

If it’s the end of the week, people will be tired after work and more likely to bail.I suggest mid-week.

Where?do you have to reserve a space or can you host it at your company? You’ll need a projector and a whiteboard. Seating for small groups of 4.

www.uxpa2016.o#UXPA201Session Survey: http://www.uxpa2016.org/sessionsurvey?

sessionid=110

Recruiting users• Website prompt

• Sales contacts

• Customer advisory board

• Professional communities

• Social media

Building a user database who you can reach out for research is a conference talk in itself, but if you don’t already have that channel, here are a few ways:

If you have a web tool - put an interception question on the site. (ask Mari about this)Talk to your sales or other customer-facing teams, are there any customers they’ve spoken with lately that would relate to this design problem?Are you users part of a professional community? Post on their meetup boards or slack channels. Tweet, facebook, blog, etc.

I created an Eventbrite invite with details about the event and included that in every tweet, post, and blog. You may want to screen participants when they register. Watch out for recruiters. They sometimes see this as an opportunity to meet people in certain fields and offer their services.if the design problem you are wanting to address requires a certain profile of user (like technical know-how or size of company or something) you may want to ask some questions in your registration to give you that information.

Will you offer swag for participating? (we do, but in most cases people seem very excited to just be a part of it)

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sessionid=110

Inviting users• Create an invite with an online event

service

• Create registration questions

• Screen registrants

• Swag?

I created an Eventbrite invite with details about the event and included that in every tweet, post, and blog. You may want to screen participants when they register.

Watch out for recruiters. They sometimes see this as an opportunity to meet people in certain fields and offer their services.

if the design problem you are wanting to address requires a certain profile of user (like technical know-how or size of company or something) you may want to ask some questions in your registration to give you that information.

www.uxpa2016.o#UXPA201Session Survey: http://www.uxpa2016.org/sessionsurvey?

sessionid=110

The planning document

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Time Timer

This is a nifty, simple tool that works well during the jam - the Time Timer. Jake Knapp recommended this to me 3 years ago and there are 2 whole pages dedicated to it in his new book. So, i guess it’s still the standard! It has one job, count down time. People can glance at the clock and see how much time is left. They feel the heat. Just don’t forget some backup batteries!

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sessionid=110

Gather supplies

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Worksheets

All information © 2009 ZURB, inc. All rights reserved.

http://zurb.com/playground/zurb-sketchsheetsZurb Studios

Create worksheets and templates for empathy exercises and prototypes(show examples of worksheets and templates)There are all sorts of guides out there for storyboards, workflows, mobile devices, etc.I found some worksheets on ZURB that I printed out.

I like to provide give people a range of materials to play with. If they just want to use a huge piece of paper and sketch it all out that’s fine. But they might feel like they need a little more structure.

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The set up

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Intro

I’m me. Those are those guys.

Who are you? Why did you come?

What’s a design jam? What’s design thinking? What’s the goal today?

the facilitator

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Discover

So, let’s talk about space and pants. First, tell me some things about your pants...

the expert

users

This is where you (or a topic expert) presents the user problem you’ve identified and that you’re trying to solve. This is a good time to get the participants to volunteer some stories. Can they relate with the problem?

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Define

Insights

How might we…

Make a list with them on the whiteboard. so In the case of spacepants, you could ask - has anyone here been to space? What do you know about humans in space? Nothing? Ok, what do you know about pants? What do you like about pants? (make a list on a whiteboard) Things that can inform their ideas later.

Try to keep solution talk out of this section. That will come next.

Restate the design problem. Make sure everyone is clear about it. This will be the jumping off point for ideas.

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Ideas• Show example

• One idea per sticky note

• Quantity over quality

• Require 1 ridiculous idea

Show examples. 1 idea per card, quick thought. “Leg heaters” “sweat absorption” “gravity cuffs”. Points for most ideas. Points for craziest ideas. Minimum 4 ideas each, even if that 4th idea is something silly like ‘live cats in your pants’...you have to write it down.

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Share ideas

• share their ideas with team

• group similar concepts

• eliminate less useful ideas

Participants…

• listen to conversations

• ask questions

• take notes

You…

Each group shares their solutions. They chunk together similar solutions and explain their thinking behind them. This is where very interesting conversations come up.

*Have a note taker at each table or a mic on each table

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Choose ideas

difficult to

build

value to the user

vote with dots plot on graph

Groups must choose 1-2 ideas to prototype (depending on size of group and how many winning ideas were picked)You can give people tools to help decide which ideas to choose - Voting dotsPlot on a graph of user value vs. difficultyA group of 4 could break up into 2 and each prototype an idea

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difficult to

build

value to the user

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Prototype

This is where in pairs or small groups of 2-3, your participants will sketch out their solution in more detail.

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Prototype• How does the user interact with your tool to accomplish their goal?• What does success look like?

Show examples -

• workflows • interactions • comic strip• single UI screen

I like to present a few questions to help them think through the idea and what to produce. -

Write a quick scenario - what is the user trying to accomplish with your tool?What is the workflow of using the tool?What does success look like for the user?How does it work? Show a few screensMake a comic strip

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Prototype

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Prototype

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Prototype

• listen to conversations

• ask questions

• take notes

You…

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Present and get feedback• Revisit the “HMW”

question

• How does this design solve that for the user?

• Who would use it?

• Why or why not?

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Jam complete!• Thank your participants• Collect email addresses• Keep everything

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Unpack

• Share key findings• Go through notes, stickies, whiteboards, prototypes, recordings• Look for user stories and design requirements• Turn stories into tickets or story maps• Distribute relevant content to project files, tickets, docs, etc.• Write up a summary

The next day, meet with your team and bring all the paper and notes you gathered from the design jam. It’s important that all the stuff floating your head and all the insight hidden in sketches, notes, and index cards make their way to the right places, so they can inform your product roadmap and your design.

Spread it all out, read through your notesWhat were the biggest takeaways?

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Unpack

Stories Story map

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Unpack

Prototypes • Design requirements• Stories

User should be able to…

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And there you have it…running design jams with your users is super rewarding, fun and valuable. Please feel free to contact me if you need any guidance, or even if you have a funny story.

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and remember…

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#spacepants

Session Survey: http://www.uxpa2016.org/sessionsurvey?sessionid=110 www.uxpa2016.o

#UXPA201

Questions?@melindahouse

[email protected]


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