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

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Do you want to get your SharePoint project right the first time? It has been our experience that there is no way for a project to succeed if the stakeholders and solution designers are not in alignment, no matter how good the solution. If your technical team and business stakeholders are not on the same page then the project will fail. The problem is that getting the business stakeholders to tell you their vision and understand what success looks like to them is very difficult. Over the past decade of delivering successful SharePoint projects, we have discovered methods that work very well at eliciting the stakeholders' desires and then ensuring that we have clarified our own understanding with them. These methods involve the use of visual and tactile tools that open the lines of communication and rapidly expose misunderstandings. We will demonstrate tools such as mind mapping, card sorting, gamestorming, tree-testing and other methods, and we will have you participate in exercises that will give you the confidence to apply these tools in your own practice. Many of these methods are very easy to learn and apply, and this workshop will give you the confidence to do so. The application of these visual tools has directly influenced the success of the many projects we've worked on over the years. We won't be giving you theory, but rather stories and examples from our real-life experience. We hope you'll join us for a practical, useful, fun and enlightening experience.
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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 Gotz Avanade Michelle Caldwell Avanade
Transcript
Page 1: Visual Tools and Innovation Games - full day workshop - dev intersections - nov 2014 - final

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

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Boris & Natasha?

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

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Max Smart & Agent 99

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Mission: Impossible

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Visual Tools & Innovation GamesGetting everyone onto the same page

Ruven GotzAvanade

Michelle CaldwellAvanade

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Low-tech social network

Draw your AvatarU

Add your name for the Avatar

“Tag” your AvatarDraw your Avatar

“Upload” your Avatar

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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

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DIRECTOR & REGIONAL LEAD

Michelle Caldwell

[email protected] @shellecaldwell shellecaldwell.com

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DIRECTOR & NATIONAL LEAD

Ruven Gotz

[email protected] @ruveng spinsiders.com/ruveng

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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

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Make a Connection & Build a Network

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SHARE 2012 | 13

Shared understanding

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SHARE 2012 | 14

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SHARE 2012 | 15

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SHARE 2012 | 16

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SHARE 2012 | 17

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SHARE 2012 | 18

Yes!A bridge!

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Odds ofSuccess?

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SHARE 2012 | 20

Project goes?

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SHARE 2012 | 21

Same page

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SHARE 2012 | 22

Wickedproblems

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SHARE 2012 | 23

Hard(but tame)

Wicked

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Guess what SharePoint is…

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SHARE 2012 | 25

Usually a bunch of people who all have a different

idea of what success looks like

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Some of whom, won’t talk to each other

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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.

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Dealing with humansin tough circumstances

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Dealing with humansin tough circumstances

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My three rules of SharePoint

1. Simplicity2. Simplicity3. Simplicity

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SHARE 2012 | 31

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How do gamestorming & visual tools help?

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Involves People

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Egalitarian & Participatory

• Equal Opportunity to

Participate

• Success Depends on

Everyone get Involved

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Structured with Goals

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36

Time Bound

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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

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Putting it into actionExcellent facilitation means building your soft skills

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Soft Skills

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Confidence

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Power Posing

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

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Amy CuddyYour body language shapes who you are

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

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Famous Poser Posers

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Listening

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

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

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Humor

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Brutal Honesty

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Preconditions for Great TeamsFrom Paul Culmsee

http://www.cleverworkarounds.com/

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What makes Collaboration work?

1. Membership Characteristics

2. Purpose

3. Process and Structure

4. Communication

5. Environment

6. Resources

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1. Membership Characteristics

• Mutual respect, understanding & trust

• Appropriate cross-section of members

• Ability to compromise

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2. Purpose

• Concrete, attainable goals & objectives

• Shared vision

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3. Process and Structure

• Multiple layers of participation

• Flexibility

• Clear roles and responsibility guidelines

• Appropriate pace of development

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4. Communication

• Open & frequent communication

• Established informal relationships and communication links

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5. Environment

• History of collaboration or cooperation

• Group seen as legitimate

• Favorable political and social climate

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6. Resources

• Sufficient funds, staff, materials and time

• Skilled leadership

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Requirements GatheringVisual Tools and Games that can help with analysis

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The chicken and egg problem

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Requirements

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What makes something a requirement?

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We can do that for $10

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We can do that for $1,000,000

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We require a jumbo solution to get to our destination

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We require a jumbo solution to get to our destination

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Sometimes, you do need this

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Too much focus on the detail…

How

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…and not enough on the destination

Why

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

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Meetings, bloody meetings – John Cleese

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

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The Facts

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11Million

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61.8Meetings/month

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50% Unproductive

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31 Hours wasted

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The Effects

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91%Daydreaming

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96% Miss Meetings

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95% Miss parts of

meetings

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73% Bring other work

to meetings

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39% Fall Asleep

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

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EnvisionWith cover Story

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

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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.

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Cover: Tells the story of your big success

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Headline: The Substance of the cover story

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Sidebars: Interesting facts about the story

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Quotes: Quotes from potential end users of the solution

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Brainstorm: Documenting initial ideas

– this is important!

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Images: Supporting the content with illustrations

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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.

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Game Setup•Cover Story Template

•Post-its

•Pens

• tape

•Facilitator (# depends on size of group

•At least 3 participants

•A Scribe

•Camera (optional)

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Now it’s your turn!

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

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Introduction to Mind Mapping

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Mapping for Navigation

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Mapping for Prioritization

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Mapping for Prioritization

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Mapping for Scoping

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

[email protected]/ruveng

@ruveng

[email protected]

@shellecaldwell

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Welcome to Part 2.

IBIS MappingA Grammar for Thinking

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Two books you must read

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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

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Tools that can help

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IBIS Notation

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I use Mind Manager to express the same notation

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Dialog mapping to capture argumentation

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Dialog mapping to capture argumentation

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Dialog mapping to capture argumentation

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Dialog mapping to capture argumentation

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Dialog mapping to capture argumentation

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Dialog mapping to capture argumentation

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Dialogue Mapping for scoping

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Analyze with Sailboat

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The object of the game

Gain insight and understanding into the current state of the situation

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

•Name the boat to represent the focus area

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What is

dragging you

down?

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What can speed you up?

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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

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How to Play the game

•Analyze voting

•Discuss the results as a group

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Game Setup•A BOAT !

•Post-its (various colors)

•Pens

• tape

•Facilitator (# depends on size of group

•At least 3 participants

•A Scribe

•Camera (optional)

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Visual DesignCard Sorting & Tree Testing

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What is Card Sorting?

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“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

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What are the types of card sort?

Open & Closed

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Open card sorting process

Gerbil

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Results

Gerbil

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But not always what you expect

Ford

Gerbil

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But not always what you expect (2)

Ford

Gerbil

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Analysis

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

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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

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What is Tree Testing?

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Formally Known as……..

Card-based Classification

Evaluation

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Methods for Tree Testing

Paper Or Online

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

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Step 2 – Develop Scenarios

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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

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Step 3 - Recruit

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Step 4 - Observe

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Step 5 - Analyze

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Step 7 - Repeat Create Menu

Develop Scenario

Recruit

Evaluate

Analyze

Repeat & Optimize

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Presenting WellEffective PowerPoint presentations

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Two books that can change your life

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Two books that can change your life

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What not to do!

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Wireframing

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I used to hate wireframing!

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A useless wireframe

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Way too much work

Erik Swenson

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Balsamiq: Just right

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Simple Wireframe

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RefineWith Requirements Rainbow

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

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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

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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

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Game Setup•A Rainbow!

•Post-its from product tree

•Post-its (empty)

•Pens

• tape

•Facilitator (# depends on size of group

•At least 3 participants

•A Scribe

•Camera (optional)

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Wrap Up

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Adapting the low-tech social network

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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

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Stay Connected!

[email protected]/ruveng

@ruveng

[email protected]

@shellecaldwell

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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?


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