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All Together NowParticipatory Design Workshop • HXR 2014
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Katie McCurdyUser Experience Designer Consultant, E-patient
@katiemccurdy
Susan DybbsDesign DirectorCollectiveHealth
@dybbsy
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Tell us your name, what you do,
why you’re here
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AGENDA+ What is Participatory Design, & how can I use
it?
+ Exercise 1
+ Break
+ Exercise 2
+ ‘How to do it’
+ Reflect
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WHY WE’RE HERE
Designing without our end users just doesn’t work.
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Participatory Design!
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WE WANT YOU TO WALK AWAY WITH:
+ Practical experience as a participant
+ Excitement about participatory design
+ Confidence to plan your own session
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We want you to have fun!
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WHAT
Participatory design brings your end users into the design process, usually in a workshop format. Also called co-designing.
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WHAT
Can be used to help design digital or physical products…or services, workflows, systems, policies, etc.
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WHY
+ Research emotionally charged subject matter
+ Uncover users needs and mental models
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WHY
Creative, hands-on process means you have amazing artifacts to refer to later
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WHY
Helps you find the real problems and make sure you’re designing the right thing
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WHAT NOT
Not about firing the designer and hiring users to design our products
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IT’S ABOUT DESIGN OPPORTUNITIES
Requirements, behaviors, roles, mental models, priorities
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BUILDING EMPATHY
Bringing the end user’s voice into our process, building deep empathy and collaboration
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WHEN
+ Beginning of a project+ Middle of a project
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Preconditioning Participatory Session
Conversation& Analysis
HOW
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1EXERCISE
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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
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EXAMPLE
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What was your ER experience like?
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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
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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
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THIS IS GOOD FOR
Understanding users’ experience and mental models
THIS IS NOT GOOD FOR
Prioritizing features
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EXERCISE2
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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
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EXAMPLE
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What is your ideal waiting room like?
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THIS IS GOOD FOR
Gathering information, hierarchy and experience needs
THIS IS NOT GOOD FOR
Creating a final design
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Participatory Design: how to do it
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There’s no perfect way
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1. UNDERSTAND YOUR GOALS
+ What information are you looking for?
- Emotional, physical, task-based needs?
- One point in time or spanning time?
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2. UNDERSTAND WHO SHOULD PARTICIPATE
Photo credits: https://www.flickr.com/photos/nic/
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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
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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
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4. PLAN, PLAN, PLAN
+ Down-to-the-minute session plan
+ Be realistic with time+ Be on top of recruiting
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5. PREP EXERCISE MATERIALS
+ ‘Just enough’ for personal expression+ Fewer options helps people work
faster+ Cut-outs, stickers, tape, glue…?
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6. RESERVE A SPACE
+ Re-arrangeable is good+ Walls to put up and review work+ Casual
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7. COME UP WITH AN A/V PLAN
+ How will you capture the session?+ Photos, video+ (Something will go wrong-so plan for
it)
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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?
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9. GET AN ASSISTANT
+ Help take notes, ask & answer questions, deal with A/V issues, etc.
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10. DO A DRY RUN
+ Helps you work out the kinks, make sure the session will go smoothly
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11. BE A CHECKLIST FREAK
+ Week before+ Day before+ Day-of
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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
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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
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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?
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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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@dybbsy@katiemccurdy
Thanks!
katiemccurdy.com/participatory-design