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a workshop Design Studio Method

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a workshop

Design Studio Method

@leandog @prodcollective #industry16

DESIGN & DELIVERY ORGANIZATIONAL DESIGN

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Chris NurreNicole Capuana Gary Johnson

LeanDog

Workshop Leaders

Mike Kvintus

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Adam HutchesonCTO, Kalibrate

Software

HOW CAN CONVENIENCE STORES, AND GAS STATIONS TAKE ADVANTAGE OF THEIR SIZE AND LOCATION TO OFFER THE

“RIGHT” PRODUCTS AT THE “RIGHT” TIME?

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Mike EppCo-Founder & CEO, FormFire

Software

HOW DOES A BENEFITS BROKER LEVERAGE HIS INDUSTRY KNOWLEDGE WHILE OFFERING DESIRABLE ONLINE

SERVICES TO HIS CLIENTS?

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Rene PolinFounder & President, Balance

Consumer Packaged Goods

HOW CAN GARAGE DOOR OPENERS BE DESIGNED TO BE LESS CUMBERSOME AND MORE CONNECTED TO FIT INTO

THE LIVES OF RENTERS AND SMALL HOME OWNERS?

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Neema MayhughPresident, Wave Strategy & Executive in Residence, Cleveland Clinic Innovations

Healthcare

HOW CAN WE LEVERAGE DATA TO HELP PEOPLE EFFECTED BY CANCER?

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Let’s start

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Today, you will learn how to rapidly generate & build on

ideas

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With rounds of sketching, pitching, & critiquing

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But wait! I can’t draw!

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Can you draw these?

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Draw a bird1 minute

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Agenda • Intro to Design Studio Method • Review industry challenges • Form teams • Round 1 - Individual • Round 2 - Pair • Round 3 - Team • Show & Tell • Retro

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Design Studio Method is rapid & iterative exploration

of ideas

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Generates lots of ideas and solutions in little time

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Highly collaborative

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Time-boxed so you work fast

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Cycles of sketch, pitch & critique

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2 min. pitch

5 min. sketch

3 min. critique+ +

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Not pretty or perfect

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Just enough to convey concept

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Best with cross-functional teams

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Why use it?

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Bring the team together

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Create a shared understanding

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Great ideas come from everyone & anywhere

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Build on the best ideas

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Co-creation is powerful

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Good at the start of project, if you’re stuck, or working on a new feature

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Everyone s it

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What do I need to do this with my team?

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Team or groups of 6-8

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1-2 hours, 1/2 a day, full day

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Join the Industry Challenge you want to work on

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Review the challenge

Persona Context Question

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Learn something interesting about your neighbor4 minutes

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Round 1

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Individual

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Sketch 6-8 concepts5 minutes

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Find a partnerDecide who will pitch first

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Pitch your concepts2 minutes

Pitcher• How you addressed the goals • Explain more of your thoughts • Use the full 2 minutes

Critiquer• Listen! • Do NOT ask questions (save

those)

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@leandog @prodcollective #industry16

Be critiqued3 minutes

Critiquer• 2-3 ways solves problem or

meets goals • 1-2 ways to improve • NOT what you like • Ask questions (but don’t expect

an answer)

Pitcher• Listen! • Take notes • Do NOT speak or answer

questions or defend your ideas

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@leandog @prodcollective #industry16

Switch

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Pitch your concepts2 minutes

Pitcher• How you addressed the goals • Explain more of your thoughts • Use the full 2 minutes

Critiquer• Listen! • Do NOT ask questions (save

those)

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@leandog @prodcollective #industry16

Be critiqued3 minutes

Critiquer• 2-3 ways solves problem or

meets goals • 1-2 ways to improve • NOT what you like • Ask questions (but don’t expect

an answer)

Pitcher• Listen! • Take notes • Do NOT speak or answer

questions or defend your ideas

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@leandog @prodcollective #industry16

Take a short break

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Round 2

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Pair up

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Take the best of your ideas to combine & refine

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Sketch 6-8 concepts5 minutes

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Find another pairDecide who will pitch first

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Pitch your concepts2 minutes

Pitcher• How you addressed the goals • Explain more of your thoughts • Use the full 2 minutes

Critiquer• Listen! • Do NOT ask questions (save

those)

@leandog @prodcollective #industry16

@leandog @prodcollective #industry16

Be critiqued3 minutes

Critiquer• 2-3 ways solves problem or

meets goals • 1-2 ways to improve • NOT what you like • Ask questions (but don’t expect

an answer)

Pitcher• Listen! • Take notes • Do NOT speak or answer

questions or defend your ideas

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@leandog @prodcollective #industry16

Switch

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Pitch your concepts2 minutes

Pitcher• How you addressed the goals • Explain more of your thoughts • Use the full 2 minutes

Critiquer• Listen! • Do NOT ask questions (save

those)

@leandog @prodcollective #industry16

@leandog @prodcollective #industry16

Be critiqued3 minutes

Critiquer• 2-3 ways solves problem or

meets goals • 1-2 ways to improve • NOT what you like • Ask questions (but don’t expect

an answer)

Pitcher• Listen! • Take notes • Do NOT speak or answer

questions or defend your ideas

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@leandog @prodcollective #industry16

Round 3

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As a team combine your best ideas

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Sketch 6-8 concepts5 minutes

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@leandog @prodcollective #industry16

Find another teamDecide who will pitch first

@leandog @prodcollective #industry16

Pitch your concepts2 minutes

Pitcher• How you addressed the goals • Explain more of your thoughts • Use the full 2 minutes

Critiquer• Listen! • Do NOT ask questions (save

those)

@leandog @prodcollective #industry16

@leandog @prodcollective #industry16

Be critiqued3 minutes

Critiquer• 2-3 ways solves problem or

meets goals • 1-2 ways to improve • NOT what you like • Ask questions (but don’t expect

an answer)

Pitcher• Listen! • Take notes • Do NOT speak or answer

questions or defend your ideas

@leandog @prodcollective #industry16

@leandog @prodcollective #industry16

Switch

@leandog @prodcollective #industry16

Pitch your concepts2 minutes

Pitcher• How you addressed the goals • Explain more of your thoughts • Use the full 2 minutes

Critiquer• Listen! • Do NOT ask questions (save

those)

@leandog @prodcollective #industry16

@leandog @prodcollective #industry16

Be critiqued3 minutes

Critiquer• 2-3 ways solves problem or

meets goals • 1-2 ways to improve • NOT what you like • Ask questions (but don’t expect

an answer)

Pitcher• Listen! • Take notes • Do NOT speak or answer

questions or defend your ideas

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@leandog @prodcollective #industry16

Show & Tell

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Retro

What did you want more help with?

How can this workshop be

better?

What did you learn?

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MORE INFORMATION AT LEANDOG.COM

Intro to Lean UX

More Workshops

From Idea to Test

Intro to Lean & Agile

Deep Dives & Design Sprints

Teamwork, Cadence & Improvement

Pragmatic Product Design

Lean Portfolio & Roadmap Planning

Open Workspace Design

Work, Flow & Metrics

Story Mapping & Release Planning

Test Driven Development

User Story Writing

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Learn more• Follow the evangelists: Todd Zaki Warfel @zakiwarfel and Will Evans @semanticwill

• Video The Design Studio Method - Todd Zaki Warfel

• Design Studio: A Method for Concepting, Critique & Iteration - Adam Connor, MadPow

• Speed Design Studio - Jabe Bloom, TLC Labs

• Design Studio for context-aware products - Thomas Wendt, Surrounding Signifiers

• Introduction to Design Studio Methodology - Will Evans on UIE

• 8-up template - Konigi

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Art & Photo Credits

• Andreas Kopp - 20130525_Kautbullinger_LetzteTage_Canon EOS 650D_0007 (creative commons license)

• Drawings by Nicole Capuana

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Great job!

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Industry Challenges

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How can convenience stores, and gas stations take advantage of their size and location to offer the “right” products at the “right” time?

Adam HutchesonCTO, Kalibrate

Software

a 29 year old lawyer living in a major metropolitan area who doesn’t own a car, would have to walk 5 miles to get to a “big box” grocer, and prefers healthier food.

Amy Maintaining fuel sales is a primary need of

convenience store owners, but margin on fuel will continue to shrink. GetGo, Sheetz, and other

convenience stores are shifting their strategy to better align their stores with the needs of their

customers. Gaining merchandise, quick service

food, grocery, and coffee “share of wallet” are potential targets to grow their businesses, but

there is a large unknown to figuring out the right product to market fit.

Context

a 36 year old stay-at-home mom of 3 who drives a mini-van, lives in suburban Cleveland and has access to many grocery stores, and is an Amazon Prime user.

Suzy a 54 year old single male living in suburban Cleveland who frequents fast food restaurants, smokes, and drives downtown every day to work.

James

Personas

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Mike EppCo-Founder & CEO, FormFire

Software

a 58 year old employee benefits broker. He started in the business 22 years ago and now runs his own firm with a staff of 30, including 8 other brokers. He’s an expert in his field and loves helping his clients weigh all available options to find the best fit for their employees.

Mark New technology startups offering slick interfaces are automating much of the process Mark and his team typically provide as a value-add to their small employer clients. Some work directly with Mark’s would-be clients, others work with new brokers who are typically younger and more tech-savvy than Mark and his team. However, many of them don’t have the industry knowledge that Mark has. This is making it harder for Mark to compete in an industry he once enjoyed success.

How does Mark leverage his industry knowledge while offering desirable online services to his clients like Julie and Steve?

Context

the owner of a 3 year old, fast-growing, marketing company with 21 employees, many of which are in their 20s. She wants to offer good benefits to her staff, but she’s also tired of all of the paperwork she has to complete every time she hires someone or a staff member changes their benefits. She knows her employees would prefer to work online as well. She’s heard about some of the technology solutions out there but doesn’t know if they’re worth the cost and effort to setup.

Julie runs a successful manufacturing company with 74 employees. He offers a competitive benefits plan which was set up 8 years ago. He expects that under the Affordable Care Act, he will not be able to renew this plan next year and will have to consider alternatives. His broker has discussed technology solutions which would enable him to price and compare all available options, but he feels his employees aren’t very computer savvy and fears they won’t like working online.

Steve

Personas

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Rene PolinFounder & President, Balance

Consumer Packaged Goods

The tradition of home ownership has changed since the Great Recession. People are living longer in their current homes, fewer homes are being built, and millennials are seeking smaller homes. More people are renting, and for longer periods of time. No matter the size of the domicile, consumers still want the creature comforts of home - and that includes a garage for their vehicles with a fully-automated garage door opener.

How can garage door openers be designed to be less cumbersome and more connected to fit into the lives of renters and small home owners?

Context

a 25 year old mechanical engineer working for a well-established startup in Minneapolis. As this is Joe’s first job out of college, he’s already got his eye on his next gig. Joe’s a highly-connected millennial who commutes to work and travels out of town many weekends. He’s currently renting a small house with a roommate, owns a compact car, and loves the fact that he can keep his car in the garage away from the many changes in weather. The garage is a two-car garage that he shares with his roommate.

Joe

Personas

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Neema MayhughPresident, Wave Strategy & Executive in Residence, Cleveland Clinic Innovation

Healthcare

Almost everyone will be affected by cancer during their lifetime. It remains a leading cause of death globally. President Nixon declared a “War on Cancer” over 40 years ago. This war is far from having been won despite tremendous progress on the understanding of the human genome, the introduction of tailored drugs for specific cancers, and now the explosion of big data.

We’ve thrown money at the problem, we’ve got the world’s top researchers looking at the problem and gathering data, we’ve got pharma companies clamoring for new treatments that will bring them big revenues and yet we still lose millions of people to cancer each year.

The issues are many – the human body is complex, data doesn’t get shared, education is ok at best around cancer prevention and there’s an on-going struggle in industry on what to do, with whom, when, and how.

How can we use data to help Amy?

Context

a 40-year-old mother of 3 girls: Sarah (8); Mary (6) and Jenny (2). Amy absolutely dotes on her kids and gets teary when she thinks about her mom who passed away from breast cancer while she was in college. Recently, Amy found out that her 35-year-old sister, Michelle, was diagnosed with breast cancer. Michelle was married last Spring and she and her husband, Rick, often talked fondly of the “boys they would have” to match Amy’s girls. Now Michelle will have to undergo surgery, chemotherapy, radiation, and eventually a hysterectomy because her doctors are concerned that with her “type” of cancer, she may develop uterine cancer down the road. Amy is appropriately scared to death by all of this: the thought of losing her sister, reliving losing her mother, and what might happen if she gets diagnosed with such young and amazing children. Amy is considering a double mastectomy and hysterectomy to head off the possibility of getting this horrible disease.

Amy

Personas