All Together NowParticipatory Design Workshop • HXR 2014
Katie McCurdyUser Experience Designer Consultant, E-patient
@katiemccurdy
Susan DybbsDesign DirectorCollectiveHealth
@dybbsy
Tell us your name, what you do,
why you’re here
AGENDA+ What is Participatory Design, & how can I use
it?
+ Exercise 1
+ Break
+ Exercise 2
+ ‘How to do it’
+ Reflect
WHY WE’RE HERE
Designing without our end users just doesn’t work.
Participatory Design!
WE WANT YOU TO WALK AWAY WITH:
+ Practical experience as a participant
+ Excitement about participatory design
+ Confidence to plan your own session
We want you to have fun!
WHAT
Participatory design brings your end users into the design process, usually in a workshop format. Also called co-designing.
WHAT
Can be used to help design digital or physical products…or services, workflows, systems, policies, etc.
WHY
+ Research emotionally charged subject matter
+ Uncover users needs and mental models
WHY
Creative, hands-on process means you have amazing artifacts to refer to later
WHY
Helps you find the real problems and make sure you’re designing the right thing
WHAT NOT
Not about firing the designer and hiring users to design our products
IT’S ABOUT DESIGN OPPORTUNITIES
Requirements, behaviors, roles, mental models, priorities
BUILDING EMPATHY
Bringing the end user’s voice into our process, building deep empathy and collaboration
WHEN
+ Beginning of a project+ Middle of a project
Preconditioning Participatory Session
Conversation& Analysis
HOW
1EXERCISE
E X E RC I S E 1 • 2 0 M I N U T E S
Emotionally charged subject matter
Fill out the questionnaire
Using the materials provided, create a map of your ER experience
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2
EXAMPLE
What was your ER experience like?
E X E RC I S E 1 • 2 0 M I N U T E S
Distilling themes
Take turns interviewing and taking notes(write one idea per sticky note)
Cluster related sticky notes together
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2
ON FACILITATING
+ Ask open-ended questions: + Why is that important? + How do you use that?+ Could you say more about that?+ Can you give me an example?
+ Understand why they’re doing things, and in what order
THIS IS GOOD FOR
Understanding users’ experience and mental models
THIS IS NOT GOOD FOR
Prioritizing features
EXERCISE2
E X E RC I S E 2 • 2 0 M I N U T E S
Harnessing Expertise
Fill out the questionnaire
Using the materials provided, create a collage of your ideal waiting room
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2
EXAMPLE
What is your ideal waiting room like?
THIS IS GOOD FOR
Gathering information, hierarchy and experience needs
THIS IS NOT GOOD FOR
Creating a final design
Participatory Design: how to do it
There’s no perfect way
1. UNDERSTAND YOUR GOALS
+ What information are you looking for?
- Emotional, physical, task-based needs?
- One point in time or spanning time?
2. UNDERSTAND WHO SHOULD PARTICIPATE
Photo credits: https://www.flickr.com/photos/nic/
2. UNDERSTAND WHO SHOULD PARTICIPATE
+ Who has knowledge of the domain area?
+ What are their attributes?+ Where can you find them?+ Start a screener – 6 to 9 is usually a
good number of people
3. PICK EXERCISES
+ What activities will reveal the best insights?
+ Collage, timeline, etc?+ How can participants play off each
other?+ How many people?+ Plan pre-conditioning+ Resources at katiemccurdy.com/participatory-
design
4. PLAN, PLAN, PLAN
+ Down-to-the-minute session plan
+ Be realistic with time+ Be on top of recruiting
5. PREP EXERCISE MATERIALS
+ ‘Just enough’ for personal expression+ Fewer options helps people work
faster+ Cut-outs, stickers, tape, glue…?
6. RESERVE A SPACE
+ Re-arrangeable is good+ Walls to put up and review work+ Casual
7. COME UP WITH AN A/V PLAN
+ How will you capture the session?+ Photos, video+ (Something will go wrong-so plan for
it)
8. THINK ABOUT FOOD & DRINK
+ Festive atmosphere, keep energy up+ How much should you get? What time
should you order it? How will it arrive?+ How messy is it?
9. GET AN ASSISTANT
+ Help take notes, ask & answer questions, deal with A/V issues, etc.
10. DO A DRY RUN
+ Helps you work out the kinks, make sure the session will go smoothly
11. BE A CHECKLIST FREAK
+ Week before+ Day before+ Day-of
BE A CHECKLIST FREAK
Leading up to session Get participant compensation together Prepare NDA and consent forms Make sure all exercise supplies are ready/printed/purchased Session plan is created, down to the minute Remind participants – by email or phone – the day before the session Make a list of everything you need to bring to the session
Day-of Plan & order food, get napkins/kleenex Make signs/tell front desk person where to send people Test A/V Put out exercise materials, set up your space & seating arrangements Have your session plan handy, make sure you can see a clock
12. ON FACILITATING
+ Ask open-ended questions: + Why is that important? + How do you use that?+ Could you say more about that?+ Can you give me an example?
+ Understand why they’re doing things, and in what order
13. DISTILLING INSIGHTS
+ Review physical artifacts, watch session video; gather pithy comments & insights
+ See what themes arise+ Include your team+ How can you creatively
communicate findings?
R E F L E C T • 5 M I N U T E S
How can you bring it back?
On a notecard: write down at least 1 way you can bring participatory design back to your work life
Share
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2
@dybbsy@katiemccurdy
Thanks!
katiemccurdy.com/participatory-design
