getting scope & requrements right the first time! half day workshop - sp fest dc - april 2015
TRANSCRIPT
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Visual Tools & Innovation GamesGetting everyone onto the same page
Ruven GotzAvanade
Michelle CaldwellAvanade
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Low-tech social network
Draw your AvatarU
Add your name for the Avatar
“Tag” your AvatarDraw your Avatar
“Upload” your Avatar
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Low-tech social network
FILL IN YOUR PROFILE on the Yellow Post-it
• Avatar (a picture that represents you)• Your Name• Your job role (IT Pro, BA, PM, etc…)• School• Hobby• Version of SharePoint• Pets
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Agenda
Part 1
• Low tech social
• Introduction
• Shared Understanding
• Innovation Games & Visual Tools
• Soft Skills
• Requirements Gathering
• Bad Meetings
• Envisioning (Cover Story)
• Mapping
Part 2
• Mapping (continued)
• Envisioning (IBIS Mapping)
• Analyze (Sailboat)
• Visual Design
• Wireframing
• Wrap Up
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Make a Connection & Build a Network
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SHARE 2012 | 8
Shared understanding
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SHARE 2012 | 9
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SHARE 2012 | 10
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SHARE 2012 | 11
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SHARE 2012 | 12
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SHARE 2012 | 13
Yes!A bridge!
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Odds ofSuccess?
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SHARE 2012 | 15
Project goes?
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SHARE 2012 | 16
Same page
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SHARE 2012 | 17
Wickedproblems
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Hard(but tame)
Wicked
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Guess what SharePoint is…
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SHARE 2012 | 20
Usually a bunch of people who all have a different
idea of what success looks like
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Some of whom, won’t talk to each other
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Dealing with humansin tough circumstances
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Dealing with humansin tough circumstances
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My three rules of SharePoint
1. Simplicity2. Simplicity3. Simplicity
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SHARE 2012 | 26
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How do gamestorming & visual tools help?
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Involves People
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Egalitarian & Participatory
• Equal Opportunity to
Participate
• Success Depends on
Everyone get Involved
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Structured with Goals
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31
Time Bound
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Why they are valuable
• They involve a high level of emotion
• Alternative to traditional meeting format
• Real-time feedback
• Helps you discover the unknown
• Catalyst for consensus building
• Provides structure for Creative Chaos
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Putting it into actionExcellent facilitation means building your soft skills
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Soft Skills
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Confidence
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Power Posing
Power Pose Blog: http://jamesclear.com/body-language-how-to-be-confident
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Amy CuddyYour body language shapes who you are
http://youtu.be/Ks-_Mh1QhMc?t=8m2s
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Famous Poser Posers
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Listening
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http://www.skillsyouneed.com/ips/listening-skills.html
http://www.forbes.com/sites/womensmedia/2012/11/09/10-steps-to-effective-listening/
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Humor
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Brutal Honesty
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Requirements GatheringVisual Tools and Games that can help with analysis
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The chicken and egg problem
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Requirements
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What makes something a requirement?
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We can do that for $10
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We can do that for $1,000,000
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We require a jumbo solution to get to our destination
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We require a jumbo solution to get to our destination
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Sometimes, you do need this
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Too much focus on the detail…
How
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…and not enough on the destination
Why
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Roadblock: Bad meetingsMeetings & workshops take time, but are often ineffective
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The Facts
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11Million
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61.8Meetings/month
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50% Unproductive
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31 Hours wasted
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The Effects
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91%Daydreaming
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96% Miss Meetings
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95% Miss parts of
meetings
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73% Bring other work
to meetings
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39% Fall Asleep
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EnvisioningVisual Tools and Games that can help with defining Project Goals and Vision
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EnvisionWith cover Story
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Soooo…………. What is your vision for SharePoint?
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The object of the game
is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine.
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Cover: Tells the story of your big success
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Headline: The Substance of the cover story
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Sidebars: Interesting facts about the story
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Quotes: Quotes from potential end users of the solution
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Brainstorm: Documenting initial ideas
– this is important!
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Images: Supporting the content with illustrations
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Wrap Up
At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
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Game Setup•Cover Story Template
•Post-its
•Pens
• tape
•Facilitator (# depends on size of group
•At least 3 participants
•A Scribe
•Camera (optional)
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Introduction to Mind Mapping
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Mapping for Navigation
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Mapping for Prioritization
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Mapping for Prioritization
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Mapping for Scoping
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Welcome to Part 2.
IBIS MappingA Grammar for Thinking
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Two books you must read
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What are wicked problems? (recap)
• You don’t really understand the problem until
you’ve developed the solution
• You don’t know when you’ve accomplished your goal
• Solutions are not right or wrong, they are just better
or worse
• Every wicked problem is unique
• Every solution to a wicked problem is a one-shot
operation
• You are dealing with social complexity
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Tools that can help
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IBIS Notation
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I use Mind Manager to express the same notation
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Dialog mapping to capture argumentation
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Dialog mapping to capture argumentation
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Dialog mapping to capture argumentation
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Dialog mapping to capture argumentation
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Dialog mapping to capture argumentation
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Dialog mapping to capture argumentation
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Dialogue Mapping for scoping
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Analyze with Sailboat
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The object of the game
Gain insight and understanding into the current state of the situation
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How to Play the game•Draw and/or put up a boat
•Name the boat to represent the focus area
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What is
dragging you
down?
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What can speed you up?
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Power Dot – Extra Bonus•Give each participant a fixed # of dots (time box the activity)
•Ask each participant to “vote” for their highest priority pains and solutions
•Quickly analyze the results
•Discuss the results as a group
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How to Play the game
•Analyze voting
•Discuss the results as a group
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Game Setup•A BOAT !
•Post-its (various colors)
•Pens
• tape
•Facilitator (# depends on size of group
•At least 3 participants
•A Scribe
•Camera (optional)
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Visual DesignCard Sorting & Tree Testing
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What is Card Sorting?
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“Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.”
- Donna Spencer
http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0
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What are the types of card sort?
Open & Closed
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Open card sorting process
Gerbil
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Results
Gerbil
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But not always what you expect
Ford
Gerbil
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But not always what you expect (2)
Ford
Gerbil
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Analysis
http://www.boxesandarrows.com/view/analyzing_card_sort_results_with_a_spreadsheet_template
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Now it’s your turn to card sort
Working on a new SharePoint Conference Web Site• Established key terms• Group terms into categories• Label the categories
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What is Tree Testing?
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Formally Known as……..
Card-based Classification
Evaluation
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Methods for Tree Testing
Paper Or Online
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Step 1 – Create a set of menus based on draft sitemap
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Step 2 – Develop Scenarios
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Creating effective scenarios
• You are planning a vacation and you want to know how
much leave you have left
• You need to book travel for work
• You are filling out a request for time off
• You are looking for a contact email/name for the helpdesk
• You have questions about your benefits
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Step 3 - Recruit
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Step 4 - Observe
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Step 5 - Analyze
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Step 7 - Repeat Create Menu
Develop Scenario
Recruit
Evaluate
Analyze
Repeat & Optimize
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Wireframing
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I used to hate wireframing!
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A useless wireframe
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Way too much work
Erik Swenson
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Balsamiq: Just right
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Simple Wireframe
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Wrap Up
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Adapting the low-tech social network
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Products and Tools Referenced• Mind Manager www.mindjet.com• Xmind www.xmind.net• Balsamiq www.balsamiq.com• UserZoom www.userzoom.com• Optimal Workshop www.optimalworkshop.com• Card sort tools measuringuserexperience.com/CardSorting
• Boxes & Arrows boxesandarrows.com• Gamestorming (book) www.gogamestorm.com• Innovation Games www.innovationgames.com• Dialogue Mapping cognexus.org• Paul Culmsee www.cleverworkarounds.com• Glyma www.glyma.co/
Thank You!
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Stay Connected!
[email protected]/ruveng
@ruveng
@shellecaldwell
Download the full version of this deck from:http://www.slideshare.net/marymcaldwell orhttp://www.slideshare.net/ruveng
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Presenting WellEffective PowerPoint presentations
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Two books that can change your life
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Two books that can change your life
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What not to do!