Wrangling Complexity through Cat-herding

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The second class of a 15 week course taught at Parsons, the New School for Design. Topics include: Understanding Complexity and the effects of not understanding complexity when solving problems. 3 tools for complexity wrangling are outlined, including an in class workshop format for "frame-storming" and homework.

Transcript of Wrangling Complexity through Cat-herding

Class 2: Wrangling

Complexity through Cat herding

Instructor: Abby Covert

Last Class we...

2

Last Class we...

• Defined Information Architecture and the intents on information architects

2

Last Class we...

• Defined Information Architecture and the intents on information architects

• Discussed the differences and intersections of interaction design, graphic design, user research and content strategy

2

Last Class we...

• Defined Information Architecture and the intents on information architects

• Discussed the differences and intersections of interaction design, graphic design, user research and content strategy

• Got our first assignment, which is due today

2

3

everything is complex

I intend to because I believe

facilitate understanding organize meaning, create clarity and establish truth

put the what before the how

make the unclear clear

information architect

understanding is always good but it is equally important to not understand

clarity is a prerequisite of truth

I am an

by: Abby Covert & Dan Klyn

architecture frames problems, design solves them

support goals, makers and users

3

everything is complex

I intend to because I believe

facilitate understanding organize meaning, create clarity and establish truth

put the what before the how

make the unclear clear

information architect

understanding is always good but it is equally important to not understand

clarity is a prerequisite of truth

I am an

by: Abby Covert & Dan Klyn

architecture frames problems, design solves them

support goals, makers and users

Complexity

part of something that is complicated or hard to understand

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5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

• Budget• Reach• Competition

• Distraction• Loyalty• Channel Limits

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

• Budget• Reach• Competition

• Distraction• Loyalty• Channel Limits

• Scope• Talent• Tools• Integration

• Scalability• Quality Assurance•maintainability

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

• Tone• Brand• Context

• Production Budget• direction

• Budget• Reach• Competition

• Distraction• Loyalty• Channel Limits

• Scope• Talent• Tools• Integration

• Scalability• Quality Assurance•maintainability

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

• Tone• Brand• Context

• Production Budget• direction

• Flow• Clarity•Models

• Structure• Tasks

• Budget• Reach• Competition

• Distraction• Loyalty• Channel Limits

• Scope• Talent• Tools• Integration

• Scalability• Quality Assurance•maintainability

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

• Tone• Brand• Context

• Production Budget• direction

• Flow• Clarity•Models

• Structure• Tasks

• Goals • Research• Competition

• Budget• Reach• Competition

• Distraction• Loyalty• Channel Limits

• Scope• Talent• Tools• Integration

• Scalability• Quality Assurance•maintainability

Layers of Complexity

5

Users

Stakeholders

Strategic Goals

Information Architecture

Design

Makers

Markting

& Their Bosses

• Comfort with context• Access/Interest/Trust• Reading & Grade level• Aesthetics & Taste

• Tone• Brand• Context

• Production Budget• direction

• Flow• Clarity•Models

• Structure• Tasks

• Goals • Research• Competition

• REturn on Investment• Growth towards goals• Reputation• The bottom Line

• Budget• Reach• Competition

• Distraction• Loyalty• Channel Limits

• Scope• Talent• Tools• Integration

• Scalability• Quality Assurance•maintainability

Layers of Complexity

?#?$%!

What happens when complexity is not dealt

with properly?

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When complexity is ignored...

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User satisfaction

When complexity is ignored...

7

User satisfaction

StakeholderSatisfaction

When complexity is ignored...

7

User satisfaction

StakeholderSatisfaction

MAKER Satisfaction

When complexity is ignored...

7

User satisfaction

StakeholderSatisfaction

MAKER Satisfaction

Sometimes all 3 at once...

When complexity is ignored...

Herding Cats

Models for exploring complexity in groups

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3 Methods we will learn about today

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3 Methods we will learn about today

• Frame-storming

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3 Methods we will learn about today

• Frame-storming • Shared vocabulary

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3 Methods we will learn about today

• Frame-storming • Shared vocabulary• Performance Continuums

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Frame storming: Brainstorming with a framework meant to explore complexity

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Example Frameworks

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12

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How people hear about your offering(s)

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How people hear about your offering(s)

How people explore your offering(s)

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How people hear about your offering(s)

How people opt into your

offering(s)

How people explore your offering(s)

12

How people hear about your offering(s)

How people opt into your

offering(s)

How people explore your offering(s)

What could detract from this person

proceeding at this point?

12

How people hear about your offering(s)

How people opt into your

offering(s)

How people explore your offering(s)

Who else could entice this person at this point?

What could detract from this person

proceeding at this point?

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How people hear about your offering(s)

How people opt into your

offering(s)

How people explore your offering(s)

How people use your offering the

first time

Who else could entice this person at this point?

What could detract from this person

proceeding at this point?

12

How people hear about your offering(s)

How people opt into your

offering(s)

How people explore your offering(s)

How people use your offering the

first time

How people use your offering

over time

Who else could entice this person at this point?

What could detract from this person

proceeding at this point?

Context

Context

Context

Context

Step 1 Step 2 Step 3 Step 4

Context

Context

Context

Context

Step 1 Step 2 Step 3 Step 4

What happens

Context

Context

Context

Context

Step 1 Step 2 Step 3 Step 4

What happens

What happens

Context

Context

Context

Context

Step 1 Step 2 Step 3 Step 4

What happens

What happens

What happens

Context

Context

Context

Context

Step 1 Step 2 Step 3 Step 4

What happens

What happens

What happens

What happens

Person

person

person

person

Context Context Context Context

Person

person

person

person

Context Context Context Context

What happens

Person

person

person

person

Context Context Context Context

What happens

What happens

Person

person

person

person

Context Context Context Context

What happens

What happens

What happens

Person

person

person

person

Context Context Context Context

What happens

What happens

What happens

What happens

Rules of Frame storming

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Rules of Frame storming

• Start the activity with a framing matrix

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Rules of Frame storming

• Start the activity with a framing matrix • Work through it with a group

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Rules of Frame storming

• Start the activity with a framing matrix • Work through it with a group– Admit what is fact

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Rules of Frame storming

• Start the activity with a framing matrix • Work through it with a group– Admit what is fact– Document Assumptions

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Rules of Frame storming

• Start the activity with a framing matrix • Work through it with a group– Admit what is fact– Document Assumptions– Identify Opportunities

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Rules of Frame storming

• Start the activity with a framing matrix • Work through it with a group– Admit what is fact– Document Assumptions– Identify Opportunities– Highlight Open Questions

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Rules of Frame storming

• Start the activity with a framing matrix • Work through it with a group– Admit what is fact– Document Assumptions– Identify Opportunities– Highlight Open Questions

• One thought per post-it, one color for each area above (Example: Red = Open Questions vs. Green = Facts)

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16Spoiler Alert!

Shared Vocabulary: Creating a language for the effort you are undertaking

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Rules of Shared Vocabulary

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Rules of Shared Vocabulary

– Create a document everyone can access with the terms as they are collected

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Rules of Shared Vocabulary

– Create a document everyone can access with the terms as they are collected

– Record not just the term but the place the definition came from

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Rules of Shared Vocabulary

– Create a document everyone can access with the terms as they are collected

– Record not just the term but the place the definition came from

– Expand all acronyms

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Rules of Shared Vocabulary

– Create a document everyone can access with the terms as they are collected

– Record not just the term but the place the definition came from

– Expand all acronyms– Indicate terms that are “internal only”

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Rules of Shared Vocabulary

– Create a document everyone can access with the terms as they are collected

– Record not just the term but the place the definition came from

– Expand all acronyms– Indicate terms that are “internal only”– Document relationships between terms

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Shared Vocabulary Example

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Account Group

Account

Store

Area

Zone

Fixture

SKU

product

Example: Ann’s Department Store

Example: Northeast Division

Example: Waltham Location

Example: Women’s

Example: Active Wear

Example: Running

Example: Item #

Example: Item # + Size + Color

Performance Continuumsspectrums that can be used to

discuss and align on direction

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What is a Continuum?

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5 4 3 2 1 0 1 2 3 4 5

This THATGoalToday

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Examples of Continuums

² Challenge the old with the new

² Define success differently

² Manage priority and scope

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Example

Rules of Continuums

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Rules of Continuums

– Create the scales together, but rate where you are at and the goal individually

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Rules of Continuums

– Create the scales together, but rate where you are at and the goal individually

– Avoid negative scales and judgmental language

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Rules of Continuums

– Create the scales together, but rate where you are at and the goal individually

– Avoid negative scales and judgmental language

– Try to be timeless, not trendy

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Rules of Continuums

– Create the scales together, but rate where you are at and the goal individually

– Avoid negative scales and judgmental language

– Try to be timeless, not trendy– Document the goals you agree to and set up

regular measurement against them

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Workshop Time

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Home work Shareyour student experience at Parsons – 3-5 things you think really suck– 3-5 things you think are working well

Write each on a post it– 3 min to share with the class and map your

post it against the others shared thus far

Turn in your write-ups via email by Tuesday 9/11 at noon

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Workshop Instructions

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Workshop Instructions

– 5 Min: Meet in your group to decide which problem you will be solving this semester

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Workshop Instructions

– 5 Min: Meet in your group to decide which problem you will be solving this semester

– 10 Min: Discuss the problem and choose the right framework to use for your first assignment

27

Workshop Instructions

– 5 Min: Meet in your group to decide which problem you will be solving this semester

– 10 Min: Discuss the problem and choose the right framework to use for your first assignment

– 45 Min: Using your framework brainstorm through opportunities, questions and facts of the problem space.

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Workshop Instructions

– 5 Min: Meet in your group to decide which problem you will be solving this semester

– 10 Min: Discuss the problem and choose the right framework to use for your first assignment

– 45 Min: Using your framework brainstorm through opportunities, questions and facts of the problem space. • Identify 3 colors of post its to use for the 3 things

you are brainstorming

27

Workshop Instructions

– 5 Min: Meet in your group to decide which problem you will be solving this semester

– 10 Min: Discuss the problem and choose the right framework to use for your first assignment

– 45 Min: Using your framework brainstorm through opportunities, questions and facts of the problem space. • Identify 3 colors of post its to use for the 3 things

you are brainstorming• Start with 5 minutes of silence and writing

individually, then go around and share and map each persons post its

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GROUP Homework for 9/24

Finish documenting what you know on your framework and prepare to present it broadly to class in 5 minutes

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Questions?

CovertA@newschool.edu@ Abby_The_IA

www.Abbytheia.com