brand & experience (a workbook)

19
Convergence and Divergence BRAND & EXPERIENCE RE:DESIGN/UXD April 30th, 2012 @marisagallagher

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April 30th, 2012 workshop at the RE:DESIGN/UXD conference in San Francisco, CA. The hands-on workshop I ran was on the similarities and differences between Brand Design and User Experience Design. The deck contains some simple thought pieces and resources for well-known brand and UX processes, then some worksheets for doing a Creative Brief or a UX Brief.

TRANSCRIPT

Page 1: Brand & Experience (a workbook)

Convergence and Divergence

BRAND&EXPERIENCE

RE:DESIGN/UXDApril 30th, 2012

@marisagallagher

Page 2: Brand & Experience (a workbook)

WHY BRAND?

EMOTIONAL

INSPIRATIONAL

STRATEGIC

Page 3: Brand & Experience (a workbook)

Target is Where You Buy Toilet Paper

Page 4: Brand & Experience (a workbook)

Starbucks is Your Daily Fast Food

Page 5: Brand & Experience (a workbook)

You Wear Nike to Take out the Trash

Page 6: Brand & Experience (a workbook)

WHY EXPERIENCE?

GROUNDED

DELIGHTFUL

USEFUL

Page 7: Brand & Experience (a workbook)

Facebook makes Boredom a Business

Page 8: Brand & Experience (a workbook)

Google made Easy an Industry

Page 9: Brand & Experience (a workbook)

Apple makes Intuitive the Advantage

Page 10: Brand & Experience (a workbook)

SIMILARITIES & DIFFERENCES

PROCESSES

AREAS OF FOCUS

Page 11: Brand & Experience (a workbook)

Brand & UXD Similarities & Differences in Process

BRAND 1. Establish Positioning & Values

2. Plan & Implement Programs

3. Measure & AnalyzePerformance

4. Grow & Extend Program

Activities & Deliverables*

• Mental Maps• Competitive frame of

reference• Points of parity/points of

Difference• Core brand associations• Brand Mantra

• Mixing and matching of brand elements

• Integrating brand marketing activities

• Leveraging secondary association

• Brand Value Chain• Brand audits• Brand tracking• Brand equity management

system

• Brand-product matrix• Brand portfolios and

hierarchies• Brand expansion

strategies• Brand reinforcement

and revitalization

*source: Kevin Lane Keller, Strategic Brand Management: Building, Measuring, and Managing Brand Equity, 3rd Edition**.source: Ideo HCD Toolkit

UXD 1. Hear 2. Create 3. Deliver

Activities & Deliverables*

*

• Identify design challenge• Recognize existing knowledge• Identify people to speak with• Choose research methods• Develop an interview approach• Develop your mindset

• Develop the approach• Share stories• Identify patterns• Create opportunity areas• Brainstorm new solutions• Make ideals real• Gather feedback

• Develop a sustainable revenue model• Identify capabilities for delivering solutions• Plan a pipeline of solutions• Create an implementation timeline• Plan mini-pilots and iteration• Create a learning plan

Page 12: Brand & Experience (a workbook)

Brand & UXD Similarities & Differences in Process

BRAND 1. Establish Positioning & Values

2. Plan & Implement Programs

3. Measure & AnalyzePerformance

4. Grow & Extend Program

Activities & Deliverables*

• Mental Maps• Competitive frame of

reference• Points of parity/points of

Difference• Core brand associations• Brand Mantra

• Mixing and matching of brand elements

• Integrating brand marketing activities

• Leveraging secondary association

• Brand Value Chain• Brand audits• Brand tracking• Brand equity management

system

• Brand-product matrix• Brand portfolios and

hierarchies• Brand expansion

strategies• Brand reinforcement

and revitalization

*source: Kevin Lane Keller, Strategic Brand Management: Building, Measuring, and Managing Brand Equity, 3rd Edition**.source: Ideo HCD Toolkit

UXD 1. Hear 2. Create 3. Deliver

Activities & Deliverables*

*

• Identify design challenge• Recognize existing knowledge• Identify people to speak with• Choose research methods• Develop an interview approach• Develop your mindset

• Develop the approach• Share stories• Identify patterns• Create opportunity areas• Brainstorm new solutions• Make ideals real• Gather feedback

• Develop a sustainable revenue model• Identify capabilities for delivering solutions• Plan a pipeline of solutions• Create an implementation timeline• Plan mini-pilots and iteration• Create a learning plan

Page 13: Brand & Experience (a workbook)

Brand & UXD Similarities & Differences in Process

BRAND 1. Establish Positioning & Values

2. Plan & Implement Programs

3. Measure & AnalyzePerformance

4. Grow & Extend Program

Activities & Deliverables*

• Mental Maps• Competitive frame of

reference• Points of parity/points of

Difference• Core brand associations• Brand Mantra

• Mixing and matching of brand elements

• Integrating brand marketing activities

• Leveraging secondary association

• Brand Value Chain• Brand audits• Brand tracking• Brand equity management

system

• Brand-product matrix• Brand portfolios and

hierarchies• Brand expansion

strategies• Brand reinforcement

and revitalization

*source: Kevin Lane Keller, Strategic Brand Management: Building, Measuring, and Managing Brand Equity, 3rd Edition**.source: Ideo HCD Toolkit

UXD 1. Hear 2. Create 3. Deliver

Activities & Deliverables*

*

• Identify design challenge• Recognize existing knowledge• Identify people to speak with• Choose research methods• Develop an interview approach• Develop your mindset

• Develop the approach• Share stories• Identify patterns• Create opportunity areas• Brainstorm new solutions• Make ideals real• Gather feedback

• Develop a sustainable revenue model• Identify capabilities for delivering solutions• Plan a pipeline of solutions• Create an implementation timeline• Plan mini-pilots and iteration• Create a learning plan

Page 14: Brand & Experience (a workbook)

Brand & UXD Similarities & Differences in FocusBRAND FOCUSES EXPERIENCE FOCUSES

Parity

Customer Needs

Planning for Longevity

Customer Desires

Differentiation

Layering Across Experiences

User Needs

Technical Feasibility

User Participation

User Flow

Solving aChallenge

TaskCompletion

CompetitiveLandscape

Leveraging Current Trends & Technology

Page 15: Brand & Experience (a workbook)

EXERCISE & DISCUSSION

BRAND BRIEF

UXD BRIEF

QUESTIONS

Page 16: Brand & Experience (a workbook)

CO

MP

ET

ITIV

E F

RA

ME

OF

RE

FE

RE

NC

E

CO

MP

ET

ITIV

E F

RA

ME

OF

RE

FE

RE

NC

E

Po

ints

of

Par

ity

wit

h c

om

peti

tors

(3-4

po

ints

of

po

ten

tial

dis

adva

nta

ge t

o a

llevi

ate

con

cern

s ab

ou

t)

Po

ints

of

Dif

fere

nti

atio

n w

ith

co

mp

eti

tors

(3-4

en

du

rin

g a

nd

ow

nab

le a

dva

nta

ges

it h

as o

ver

com

peti

tors

)

BR

AN

D A

SS

OC

IAT

ION

S &

MA

NT

RA

BR

AN

D A

SS

OC

IAT

ION

S &

MA

NT

RA

Co

re B

ran

d A

sso

ciat

ion

s (s

ub

set

of

item

s fr

om

Men

tal M

ap -

- th

e a

ttri

bu

tes

and

ben

efi

ts t

hat

b

est

ch

arac

teri

ze t

he b

ran

d)

Bra

nd

Man

tra

(3-5

wo

rd e

xpre

ssio

n o

f th

e m

ost

im

po

rtan

t as

pect

of

the b

ran

d/t

he “

DN

A”

of

the

com

pan

y)

BR

AN

DIN

G B

RIE

F C

om

pan

y #

1M

EN

TAL

MA

PS

Co

mp

an

y #

1(o

urs

)

Co

mp

eti

tor

An

ame:

Co

mp

eti

tor

Bn

ame:

Page 17: Brand & Experience (a workbook)

TH

E D

ES

IGN

CH

AL

LE

NG

ET

HE

DE

SIG

N C

HA

LL

EN

GE

Key

pro

ble

m t

o s

olv

e

(fo

r o

ur

com

pan

y)

HE

AR

HE

AR

Go

als

of

the s

olu

tio

n

(wh

at w

ou

ld w

e li

ke t

o

ach

ieve

?)

Use

rs (

wh

o is

th

e a

ud

ien

ce

best

su

ited

to

fo

cus

on

fo

r th

is

chal

len

ge?

)

Co

mp

eti

tive

au

dit

(w

here

hav

e o

thers

exc

elle

d,

wh

at o

pp

ort

un

itie

s to

le

apfr

og

? w

hat

ab

ou

t to

d

isru

pt?

)

CR

EA

TE

CR

EA

TE

Op

po

rtu

nit

y ar

eas

(w

hat

ar

e t

he u

nm

et

need

s? w

hat

g

aps

exis

t to

day

th

at c

ou

ld

creat

e f

low

? w

hat

wo

uld

be a

n

ideal

flo

w f

or

use

rs?)

Bra

inst

orm

of

solu

tio

ns

(as

man

y p

ost

-its

as

po

ssib

le,

bu

ildin

g o

ff e

ach

oth

er

wh

en

p

oss

ible

.)

UX

D B

RIE

F C

om

pan

y #

1

Page 18: Brand & Experience (a workbook)

GENERAL QUESTIONSGENERAL QUESTIONS

What could Branding approaches bring to Experience Design?

What could Experience Design approaches bring to Branding?

EXPERIENCE DESIGN QUESTIONSEXPERIENCE DESIGN QUESTIONS

Why aren’t more Experience Design folks active in brand work?

How does our work change, if we start with a longer time horizon or multiple products at once?

What Branding situations might lend themselves to UXD involvement? Why?

BRANDING QUESTIONSBRANDING QUESTIONS

Why don’t more brand folks adopt user-centered design methods more often?

How does branding change when it’s customer first instead of business first?

Brand & UXD Some Questions for Discussion

Page 19: Brand & Experience (a workbook)

THANK YOU

RE:DESIGN/UXDApril 30th, 2012

@marisagallagher