Visual Tools & Innovation GamesGetting everyone onto the same page

Ruven GotzAvanade

Michelle CaldwellAvanade

Low-tech social network

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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

• Introduction

• Shared Understanding

• Innovation Games & Visual Tools

• Soft Skills

• Requirements Gathering

• Bad Meetings

• Envisioning (Cover Story)

• Mapping

Break

Part 2

• 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

Dealing with humansin tough circumstances

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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

29

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

Listening

Humor

Brutal Honesty

Requirements GatheringVisual Tools and Games that can help with analysis

Why is it so hard to get good requirements?

The chicken and egg problem

Requirements

What makes something a requirement?

My three rules of SharePoint

1. Simplicity2. Simplicity3. Simplicity

We can do that for $10

We can do that for $1,000,000

Too much focus on the detail…

How

…and not enough on the destination

Why

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

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)

Introduction to Mind Mapping

Mapping for Navigation

Mapping for Prioritization

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

Break

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

Dialog mapping to capture argumentation

Dialog mapping to capture argumentation

Dialog mapping to capture argumentation

Dialog mapping to capture argumentation

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

down?

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

•Facilitator (# depends on size of group

•At least 3 participants

•A Scribe

•Camera (optional)

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

Ford

Gerbil

But not always what you expect (2)

Ford

Gerbil

Analysis

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

What is Tree Testing?

Formally Known as……..

Card-based Classification

Evaluation

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

Methods for Tree Testing

Paper Or Online

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

Wireframing

I used to hate wireframing!

A useless wireframe

Way too much work

Erik Swenson

Balsamiq: Just right

Simple Wireframe

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

Thank You!

Stay Connected!

ruven.gotz@avanade.comspinsiders.com/ruveng

@ruveng

mary.m.caldwell@Avanade.comshellecaldwell.com

@shellecaldwell