service design: a toolkit for assessment, insight and improvement

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+ Service Design: A Toolkit for Assessment, Insight, and Improvement Workshop Joe Marquez, MLIS Annie Downey, PhD, MLIS Reed College

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Page 1: Service Design: A Toolkit for Assessment, Insight and Improvement

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Service Design: A Toolkit for Assessment, Insight, and Improvement Workshop

Joe Marquez, MLISAnnie Downey, PhD, MLISReed College

Page 2: Service Design: A Toolkit for Assessment, Insight and Improvement

This is what we are going to cover…o Define what a service iso Define service design as a methodologyo Illustrate tools of service designo Review findings and pitfalls learned during the Reed processo How to create an effective service design plan for your

library

Page 3: Service Design: A Toolkit for Assessment, Insight and Improvement

Why Should We Care About Design?

“It must constantly be borne in mind that the object being worked on is going to be ridden in, sat upon, looked at, talked into, activated, operated, or in some way used by people individually or en masse. If the point of contact between the product and people becomes a point of friction, then the designer has failed. If, on the other hand, people are made safer, more comfortable, more desirous of purchase, more efficient — or just plain happier — by contact with the product, then the designer has succeeded.”

- Henry Dreyfuss, Industrial DesignerDreyfuss, H. (1950). The Industrial Designer and the Businessman. Harvard Business Review, 28(6), 77–85.

Page 4: Service Design: A Toolkit for Assessment, Insight and Improvement

What is Design Thinking?

“...it is a discipline that uses the designer’s sensibility and methods to match people’s needs with what is technologically feasible and what a viable business strategy can convert into customer value and market opportunity.”

- Tim Brown, Pres. of IDEO

Brown, T. (2008). Design Thinking. Harvard Business Review, 86(6), 84–92.

Page 5: Service Design: A Toolkit for Assessment, Insight and Improvement

A poll.

What is an example of a service?

A. A map of the LibraryB. A circulation or reference deskC. A table where students studyD. The Library websiteE. All of the above

Page 6: Service Design: A Toolkit for Assessment, Insight and Improvement

What is a service?

“...any activity or benefit that one party can offer another that is essentially intangible and does not result in the ownership of anything.”

- Philip Kotler, PhD

Kotler, P. (2001). Principles of marketing (9th ed.). Upper Saddle River, N.J: Prentice Hall.

Page 7: Service Design: A Toolkit for Assessment, Insight and Improvement

Services happen here…these are services

Page 8: Service Design: A Toolkit for Assessment, Insight and Improvement

What is a service?

It is an experience.

Everything is a service.

Page 9: Service Design: A Toolkit for Assessment, Insight and Improvement

Service Design: What is it?

“Service design is a holistic, co-creative, and user-centered approach to understanding customer/user behavior for the creation or refining of services.”

-Us

Marquez, J., & Downey, A. (2015). Service Design: An Introduction to a Holistic Assessment Methodology of Library Services. Weave: Journal of Library User Experience, 1(2). http://doi.org/http://dx.doi.org/10.3998/weave.12535642.0001.201

Page 10: Service Design: A Toolkit for Assessment, Insight and Improvement

Why Does It Matter?

Services do not operate in a vacuum, but rather in tandem with other established services.

Services are part of larger things called systems or ecologies.

Page 11: Service Design: A Toolkit for Assessment, Insight and Improvement

Elements of Service Design

o Co-creativeo Empathetico No Devil’s Advocate (the No Negativity Rule)o Making the Intangible Tangibleo Service Ecology

Image Source: https://www.flickr.com/photos/wafflewhiffer/3517038705

Page 13: Service Design: A Toolkit for Assessment, Insight and Improvement

Phases of Service Design

o Pre-Worko Observationo Understanding/ Thinkingo Implementingo Maintenance and Continuing Feedback Loop

Page 15: Service Design: A Toolkit for Assessment, Insight and Improvement

Phase: Observation

Goalso gather initial insightso initial interviews to create a sense of how

services/resources are being usedo survey

Toolso Ethnographyo Surveyso Space Analysiso Personas

Page 16: Service Design: A Toolkit for Assessment, Insight and Improvement

Phase: Understanding/Thinking

Goalso co-create solutionso visualize behavioro prototypingo testingo refiningo synthesizing

Toolso Customer Journey

Mappingo Journalingo Scenarioso Prototyping Source: http://www.cooper.com/journal/2015/4/are-you-a-coconut-or-a-peach

Page 17: Service Design: A Toolkit for Assessment, Insight and Improvement

A student is looking to find a book. She has a call number on a slip of paper and is looking at the map by the Reference Desk. A librarian sits at the desk.

Scenarios

Page 18: Service Design: A Toolkit for Assessment, Insight and Improvement

Customer Journey Mapping

Page 19: Service Design: A Toolkit for Assessment, Insight and Improvement

Customer Journey Mapping

Page 20: Service Design: A Toolkit for Assessment, Insight and Improvement

Journaling

Page 21: Service Design: A Toolkit for Assessment, Insight and Improvement

Prototyping

Page 22: Service Design: A Toolkit for Assessment, Insight and Improvement

Prototyping

Page 23: Service Design: A Toolkit for Assessment, Insight and Improvement

Phase: Implementing

Goalso Implement & testo What metrics determine success?

Toolso Blueprints

Marquez, J., & Downey, A. (2015). Service Design: An Introduction to a Holistic Assessment Methodology of Library Services. Weave: Journal of Library User Experience, 1(2). http://doi.org/http://dx.doi.org/10.3998/weave.12535642.0001.201

Page 24: Service Design: A Toolkit for Assessment, Insight and Improvement

Blueprinting

Page 25: Service Design: A Toolkit for Assessment, Insight and Improvement

Maintenance and Continuing Feedback Loopo The project does not end at implementation. o Continue to measure efficacy of service deliveryo Test often, refine as needed

Source: https://blog.smartdraw.com/lean-startup-success/

Page 26: Service Design: A Toolkit for Assessment, Insight and Improvement

Service Design, in action

Goalo Understand how students use the physical library and library

services/resources.

Scopeo Defined by College Librariano Changed and refined over time to focus more on space

usage

Timelineo Two+ yearso Plan in fall / implement in spring / data analysis and report

writing in summer

Two groupso Library Usability Group (LUX) = staffo Student advisory group = users

Add planning graphic

Page 27: Service Design: A Toolkit for Assessment, Insight and Improvement

SD @ Reed College Library: Yr 1

Assess space usage (SUMA + Gate counts)o Once each semestero What questions do you have?o What will you do with the data?

Create student advisory groupo Establish membership goalso No library workerso All grade levels representedo Selected and self-nominated

o Recruit memberso Emailed invites to all studentso Recruited through Student Senateo Posted fliers

o 4 Meetings – 2 hours each

Page 28: Service Design: A Toolkit for Assessment, Insight and Improvement

SD @ Reed College Library: Yr 1

Meeting One

o Homework: pre-surveyo Get to know one anothero Establish ground ruleso Set up scheduleo Service discussion – what is a service? o Homework: pay attention to services you like and dislike – come

ready to discuss

+ Meeting Two

o Homework reviewo Service discussion pt. 2o Discuss journalso Scenarioso Customer journey (research process)o Homework: journaling (week in the life)

Page 29: Service Design: A Toolkit for Assessment, Insight and Improvement

Customer Journey Maps @ Reedo Alone or in groupo Rotate around the room and talk to

participantso Take noteso Debrief

o w/participantso w/research team

o Sketch out final map

Page 30: Service Design: A Toolkit for Assessment, Insight and Improvement

SD @ Reed College Library: Yr 1

Meeting Threeo Service redesign – how would you change at least one

service point in the library? (written)o Homework review

o What did you learn about yourself from your journal?o What did you learn about the library from your journal?o Did you encounter any difficulties?

Meeting Fouro Website review discussion

o “10 Most Important Elements” Prompto Reference Desk prototype discussiono Final questions

Page 31: Service Design: A Toolkit for Assessment, Insight and Improvement

Chairs do not slide properly

Using Journals +

Jammed outlet

Bad scan of article

Just found out about JSTOR lag

Zotero user

Audience Question: What questions could you ask in a meeting based on this journal?

Page 32: Service Design: A Toolkit for Assessment, Insight and Improvement

Advisory Group Meeting Musts

General tipso Spend time getting to know memberso Provide contact info for them to follow up with questions /

commentso Supply good foodo Establish ground rules quicklyo Intermingleo Do both written and spoken activitieso Be mindful of members’ schedules

Library Usability Group roles during meetingso One person leado 2-3 people take DETAILED noteso Everyone participate in discussions, but let advisers do most

of the talking

Page 33: Service Design: A Toolkit for Assessment, Insight and Improvement

Turning the tables….adding student advisers to Library Usability Groupo Students create, plan, and run focus groupso 2-3 meetings as whole team to develop plan and questionso Students volunteered for roleso Marketing /recruiting participantso Facilitatorso Note takers / helperso Analysis (if time)

SD @ Reed College Library: Yr 2

Page 34: Service Design: A Toolkit for Assessment, Insight and Improvement

What did we learn from the students?o students are creatures of habito wayfindingo culture of the libraryo hierarchyo library spaces are consecrated spaceso naming conventionso additional services: refilling stations, printing, better

websiteo chairs, uneveno small repairs needed throughout library

Page 35: Service Design: A Toolkit for Assessment, Insight and Improvement

What did we learn about the process?o Plan earlyo Test ofteno Get buy-in earlyo Communicate about the process – explain what you are

doing and what you are NOT doingo Don’t be afraid to ask questionso Leave all preconceived notions about your students (users)

at the door – approach the process with an open mind

Page 36: Service Design: A Toolkit for Assessment, Insight and Improvement

Thinking About Your Service Design Project

o Form teamo Clearly define your project scopeo Formulate questions: what do you want to find out?o Determine tools based on your questionso Identify and include stakeholderso Determine how you will use your advisory group (i.e. what is

their charge?)o Create advisory group

Page 37: Service Design: A Toolkit for Assessment, Insight and Improvement

Any Questions?

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