Post on 07-Aug-2018
8/20/2019 Meeting Bump up! - DMGT 748
1/150
BUMP UMEETI
Facilitating Successfu
with Design Manageme
YIRUN XU | DMGT 748 Final Proje
Figure 1. Meeting Bump Up!
8/20/2019 Meeting Bump up! - DMGT 748
2/150
YIRUN XUCandidate for Master of Arts, Design Management
DMGT is the culture, strategic and operational use of design resources (internal
and external) available to an organization, and directed towards the facilitation of
transformational change and design-driven innovation.
—Adapted from DMI’s denitionand Professor Peter McGrory, University of Art & Design Helsinki Taik
Final Project submitted to the faculty of the Design Management Program at the Savannah College of Art and Design on March 11, 2015 in partial fulllment of the requirements for the degree of Master of
Arts in Design Management.
MEETING BUMP UP!Facilitating Successful Meetings with Design Management Methods
8/20/2019 Meeting Bump up! - DMGT 748
3/150
INTRODUCTION
8/20/2019 Meeting Bump up! - DMGT 748
4/150
M.A. FINAL PROJECT: Introduction
In the eort to participate in the school’s governance, university students
lead a lot of self-guided meetings that are not conducted eciently, do
not yield the desired outcomes, and do not lead to a positive experienceof the participants. This research project has been undertaken to oer a
model and methods for successful collaborative student-led meetings.
Based on the research ndings the Meeting Bump Up! (MBU!) Suite has been developed, tested, and validated. The suite includes the four-phased MBU! Model & Process , the MBU! Toolkit , the MBU! Workshop ,and the MBU! Virtual Collaboration Space . The strategic Meeting BumpUp! (MBU!) Toolkit includes creative engagement processes for each
particular phase.
While the MBU! Suite was designed for student leaders, it can also besuccessfully applied to all kinds of meetings where collaboration andshared leadership are desired.
Abstract
8/20/2019 Meeting Bump up! - DMGT 748
5/150
M.A. FINAL PROJECT: Dedication and Acknowledgment
I would like to dedicate this project to my dear parents, who alwayssought to provide the best for me and support me to the best of theirability. They provide me the chance to broaden my horizon in anotherculture and support every decision I made.
This project is also dedicated to all my friends. They oer supports,
hugs, encouragement and understand which I am positive needed.
Dedication
8/20/2019 Meeting Bump up! - DMGT 748
6/150
I am using this opportunity to express my gratitude to everyone whosupported me throughout the Design Management nal project.
Special thanks to Prof. Regina Rowland, Ph.D. Thanks for your aspiringguidance, invaluably constructive criticism and friendy advice duringthe project work. Thanks for your patience and dedication toward myeducation. Thanks for taking time to help me edit my writing. Thisproject wouldn't be perfect without your help.
Thanks to all of my classmates. I am sincerely grateful to you guysfor sharing your truthful and illuminating views on my project. Special
thanks to my team members: Kangjun Seo and Enrique Von Rohr. Thankyou for oering thorough and excellent feedback on my project. It was
great to have class with you guys!
Thanks to David Sobin, Syaq Azmy, Maria De La Vega, Miao Yu and
Tian Wang, who are always willing to discuss my project with me. Thankyou for giving me your time to participate in the interviews and testing,and thank you for your full support!
Acknowledgement
M.A. FINAL PROJECT: Dedication and Acknowledgment
8/20/2019 Meeting Bump up! - DMGT 748
7/150
TABLE OF CONTENTS
PROJECT FRAMING9Subject of StudyProblem StatementTarget AudiencePurpose of ProjectScope of Project
99999
11-29 PROJECT POSITIONING
111215
2929
Opportunity StatementZAG StepsCompetitor &Collaborator AnalysisValue PropositionOnliness Statement
31-55 RESEARCH ACTIVITIESAND SYNTHESIS
3132333637393940445455
Research SpaceResearch MethodologyResearch QuestionsInterview QuestionsSurvey QuestionsResearch ActivitiesData Processing & AnalysisPrimary ResearchResearch SynthesisResearch InsightsResearch Findings at a Glance
57-62 DESIGN OPPORTUNITIESAND CRITERIA
576162
Opportunities for DesignDesign Criteria for PrototypeReframing
64-78 PROTOTYPE DEVELOPMENTAND TESTING
64676872
7778
Prototype IdeasChosen Concepts DevelopmentChosen Concepts ExplorationConcept Assessment withTarget AudiencePrototype Testing InsightsDesign Criteria for Final Prototype
107-108 CONCLUSIONS ANDRECOMMENDATIONS
107108
ConclusionsRecommendations
80-105 FINAL DESIGN TO MARKET
80101102
Meeting Bump Up!Business Model CanvasImplementation Plan
110-114 REFERENCES
110114
Annotated Bibliograph Additional Sources
116-144 APPENDICES
116117118119120122131140
Appendix A: Project Ga Appendix B: Research Appendix C: Signed Co Appendix D: Observati Appendix E: Interview T Appendix F: MBU! Too Appendix G: Business Appendix H: Working W
146-150 LIST OF FIGURES AN
146150
List of Figures
List of Tables
8/20/2019 Meeting Bump up! - DMGT 748
8/150
PROJECT FRAMING
8/20/2019 Meeting Bump up! - DMGT 748
9/150
M.A. FINAL PROJECT: Framing
Subject of Study
Problem Statement
Purpose of Study
Target Audience
The subject of this study is to apply Design Management methods in
student-led meetings in order to increase meeting participation andachieve desired meeting outcomes.
In universities, students lead a lot of self-guided meetings to participatein the school’s governance. At large institutions with lots of internationalstudents cultural exchange takes place through collaboration acrossdisciplines where they exchange ideas, share knowledge, and plan jointactivities to achieve desired results. Leading and participating in these
meetings help students build leadership skills and provide them with allkinds of techniques that are benecial for their future careers.
Unfortunately, many of these student-led meetings are not lead eciently
and/or are not eective, so that students lack positive experiences and/
or do not achieve the desired outcomes. In unsuccessful meetings,participants are not able to make decisions by consensus, resultingin meetings running overtime and behind schedule, and unpleasantexperiences. These undesired results are caused by a lack of meetingfacilitation skills, such as creating unclear meeting purpose, unbalancedtask allocation, and uncertain team roles.
The main focus of the project was to design achieving positive meeting experiences and
Two groups were identied as the target aud
on the purpose of achieving positive meetingoutcomes by applying creative engagement
• Primary audience: students working in co• Secondary audience: other people who ar
quality of group meetings and their own m
Scope of study
The scope of the project was to engage studCollege of Art and Design who lead and partmeetings. The project was completed within January 5, 2015, to March 12, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
10/150
PROJECT POSITIONING
8/20/2019 Meeting Bump up! - DMGT 748
11/150
M.A. FINAL PROJECT: Positioning
Opportunity Statement
Opportunities exist to apply Design Management methods to thesestudent-led meetings. Both, the quality of the experience and the
eciency of the meeting might be improved by applying innovative
creative engagement methods. The outcome of this project might helpmeeting participants to:
• Develop facilitation and leadership skills• Learn about and practice Design Management methods
• Achieve positive meeting experiences and desired outcomes• Increase meeting participation and level of collaboration
Through this project Design Management meimproving meeting facilitation, and the develmaking student-lead meetings more pleasan
the kit can be oered to a variety of institutio
these methods can spread to non-design or
Management is currently less known. Personme to gain knowledge of working in a collaboorganizing and facilitating meetings.
8/20/2019 Meeting Bump up! - DMGT 748
12/150
WHAT DO I DO ?
M.A. FINAL PROJECT: Positioning
Zag Steps
WHO MA I ?
WHAT WAVE AM IRIDING?
WHO ELSE SHARESMY BRANDSCAPE?
WHAT IS M
WHAT MTHE ON
Meeting Bump Up! (MBU!) Suite is atoolkit for guiding meeting facilitators whoare seeking to improve their group andmeeting facilitation skills.
• The era of open innovation• Creative meeting facilitation• Transdisciplinary collaboration• Student leadership development• Design Management methods applied
across a variety of genres
The purpose of MBU! Suite is to guidestudents in designing and facilitatingsuccessful meetings, so that participantscollaborate, are fully engaged, have apositive experience, and achieve theirdesired meeting outcomes together.
There are many small and large consultingrms that oer meeting facilitation servicesand/or facilitation training for all kinds oforganizations (businesses, governmentalagencies, non-prot organizations, etc…).There are also many facilitation tipspublished in a variety of books.
MBU! Suite is a stratdeveloping leadershdesign and facilitatio
MBU! Suite is the onthat applies design mto meeting facilitatioin the United States, their meeting designin order to inspire grinstill a positive expeand achieve desired in the era of shifting tcompetition to collab
1 2 3
4 5 6
Figure 2
8/20/2019 Meeting Bump up! - DMGT 748
13/150
M.A. FINAL PROJECT: Positioning
Zag Steps
WHAT SHOULD YOUADD OR SUBTRACT?
HOW DSPREAD T
WHO LOVES YOU? WHO IS T
The strategic toolkit should have clear
instructions and suggestions for each phasein the meeting facilitation process, whichhelps the meeting facilitator and participantsuse the toolkit in a more eective way. It
should subtract the wordy description of thedenition for the new collaboration concepts
cited in the toolkit and switch them into visualpresentations.
Students working in collaborative
environments will appreciate the benetof this strategic toolkit. Also other peoplewho are seeking to improve the quality ofgroup meetings and their own meetingfacilitation skills will love the creativefacilitation methods.
The main enemy is th
are afraid of breakingcollaboration concepthe creative facilitatioleadership collaborat
7 8 9
Figure 3.
WHAT DO THEYCALL YOU?
HOW DO YOUEXPLAIN YOURSELF?
Meeting Bump Up! A strategic toolkit for high collaborationperformance
MBU! Suite is a strategic toolkit that usescreative facilitation approaches to improvethe eciency of group meetings, achieve
desired outcomes and increase thepositive experience of participants.
10 11 12
MBU! Suite will rstly be
environments, reaching taudience of participantsThe strategic toolkits wiltraining resources spreadand published on the scto support students in coorder to reach people outoolkit will be spread andcommunity through facilmedia, workshops, and w
8/20/2019 Meeting Bump up! - DMGT 748
14/150
WHAT DOTHEY EXPERIENCE?
M.A. FINAL PROJECT: Positioning
Zag Steps
HOW DO PEOPLEENGAGE WITH YOU?
HOW DO YOU EXTEND YOUR SUCCESS?
HOW DO YOU PROTECT YOUR PORTFOLIO?
HOW DEARN THEI
As a creative-oriented facilitation toolkit,the visual communication methodsrunning through the whole processwill create an active and accessibleenvironment to engage participants. Abooklet will be available to help meetingparticipants understand the strategictoolkit and perform with the instructions.
In the early stages, the MBU! Suite wasdesigned for improving student-ledmeetings and it will be tested in a student-led collaboration environment. But atthe same time, the innovative, creativeengagement methods provided in thetoolkit are also appropriate for leadingsuccessful meetings across variousdisciplines.
Meeting participants will be provided with
creative meeting facilitation methods based onfour meeting phases to facilitate their meetingprocess. In the shared leadership collaborativeenvironment created within these methods, theparticipants will gain high quality meetings withpositive experiences and desired outcomes. Theexperiences brought by the toolkit will provideindividuals with the improvement of facilitationskills and personal development.
The MBU! Suite is encouraged tocontinue developing and testing newMBU! Processes and Tools to evolve thework further. The collaboration betweendesigners and facilitators can be protectedthrough the interaction in the large MBU!Community.
Through MBU! VirtuaSpace, MBU Practitio
together, share ideasco-develop new tooland collaborate on pthe MBU! Suite can benhanced to earn us
13 14 15
16 17
Figure 4. Z
8/20/2019 Meeting Bump up! - DMGT 748
15/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
For-profit Creative Facilitation Corporations
IDEOIDEO is a global innovation designconsultancy. IDEO takes a human-centered, design-based approach to helpingorganizations in the public and privatesectors innovate and grow.
Meeting FacilitatorsInternationalMeeting Facilitators International is a meetingfacilitation business consultancy.Meeting Facilitators International providesfacilitators for strategic planning sessions,corporate retreats, and customer advisoryboard meetings.
FrogFrog is a global product strategy and designrm. Frog combines research, strategy,
technology, and design to create productsand services for improving the humanexperience.
ContinuumContinuum is a global consultancy. Continuuorganizations drive buthrough the design of experiences that becopeople’s lives.
The Hayes XPLANEThe Hayes Group is a organizational consult
Group provides the hig
designed especially toachieve its organizatio
XPLANE is a business design consultancy.
XPLAN leverages visual thinking, human-
centered design, co-creation, and multi-disciplinary teams to help clients solvecomplex problems.
8/20/2019 Meeting Bump up! - DMGT 748
16/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro
• Design Thinkin“Design thinking iapproach to inno
designer's toolkit
people, the possi
the requirements —Tim
IDEO http://www.ideo.comObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Help organizations build creative cultureand the internal systems required to
sustain innovation and launch newventures
• Design thinking• Human-centered approach• Design-based approach• Innovation
Public and Private business in branding,digital experiences, energy, engineering,nancial services, food, health, medical
products, and etc
• Consultation business• IDEO website• IDEO workshop/program
• Identify new way to support working• Build creative culture and internal
systems required
• Design thinking approach• Impact through design
• Facilitate by creative approaches• Design Management methods (design
thinking)• Impact through design/ start from
design side
Figure 5. Competitor and collaborator analysis, IDEO, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
17/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro
• FrogThink• FrogFoucs• FutureCasting• FrogMob• FrogImmersive• FrogFilm
Frog http://www.frogdesign.comObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Innovation that advances the humanexperience
• FrogThink: build alignment andgenerate fresh ideas
• Frog Foucs: identify space forinnovation ethnographic research andquantitative analysis
• FutureCasting: takes clients outside ofcurrent business realities
• FrogMob: an open, crowd sourcedapproach to design research.
Public and Private business in experiencestrategy, product and service design,product realization, and growth strategy
• Consultation business• Frog website• Frog App (FrogMob)
• Using an open crowd sourcedapproach to design
• People around the world submitpictures from moments in everyday lifethat provide a quick visual pulse on
behaviors, trends, and artifacts
Beyond design consulting, frogs facilitatepractical education and engage inprovocative innovation
Figure 6. Competitor and collaborator analysis, Frog, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
18/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro
• Story telling• People-centere• Creating an em
experience• Creative proce• Fresh thinking
Continuum http://continuuminnovation.comObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Continuum satisfaction lies in tacklingnew-to-the-world challenges andexecuting growth through innovation.
• Creating a storyline that bringsstrategy to life
• Creating an emotionally compellingexperience
• Integrate creative process duringinnovation projects
• Choreographing the interactionsbetween people and projects
• Fresh thinking and global connection
Public and Private business in branding,digital design, business design, servicedesign, product design and growthstrategy
• Consultation business• Continuum website• Continuum online community• Continuum advanced system
• Connect the working process toexperiences
• Tell stories for creating emotionallycompelling experiences
• Experience focused story tellingworking process
• Integrate creative process duringinnovation projects
Figure 7. Competitor and collaborator analysis, Continuum, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
19/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro
• Visual thinking• Storytelling• People-Center• Co-creation• Multidisciplina• Interactive des
XPLANE http://www.xplane.comObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Help clients solve complex problems byusing visual thinking, human-centereddesign, co-creation, and multi-disciplinaryteams.
• Visual thinking• Storytelling• People-Centered design• Co-creation• Multidisciplinary teams• Interactive design
Public and Private business in vision andstrategy planning, visual communication,process improvement and adoption andbehavior change
• Consultation business• XPLANE website
• XPLANE events
• Visual communication focus• Process improvement
• Visual communication approach• Co-creation
Figure 8. Competitor and collaborator analysis, XPLANE, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
20/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro
• Initial consulta• Facilitation pro• Pre-work• Planning sessi• Meeting report• Follow-up
Meeting Facilitators International http://www.facilitators.comObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Right facilitator can make all the dierence
in the world
• Initial consultation• Facilitation proposal• Pre-work• Planning session, corporate retreat• Meeting report• Follow-up
Public and private business in meetingfacilitation
• Consultation business• MFI website
• Focus on strategic planning facilitation• Facilitation proposal (good meeting
facilitation takes preparation)
• Clear facilitation approaches• Pre-work for meeting facilitation
Figure 9. Competitor and collaborator analysis, MFI, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
21/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro• Analyze and di
individual deve• Provide consu
sensitive to un
• Assist clients in
The Hayes Group https://www.thehayesgroupintl.comObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Solving real time business problems andhaving a direct impact on the humancapital
• Analyze and diagnose organizationaland individual developmental needs
• Provide consulting and training that issensitive to unique environment
• Assist clients in meeting specic
objectives
Public and private business in governmentservices, health care and mergers
• Consultation business• The Hayes Group website• The Hayes Group workshops
• Workshops that engage people,business and organizations
• Category business by industry
Workshop in case study for facilitationstarters
Figure 10. Competitor and collaborator analysis, The Hayes Group, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
22/150
IAF(International Association of Facilitators)
The International Association of Facilitators(IAF) is a professional association thatpromotes, supports, and advances theart and practice of professional process
facilitation.
INIFAC(International Institute for Facilitation)
The International Institute for Facilitation(INIFAC) is a facilitation certication
association. Developed from a facilitationcertication program at the master’s level.
IIFAC(International Institute
International Institute fChange (IIFAC) is a facIIFAC oers facilitation
to help groups make b
spent in meetings.
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Associations
8/20/2019 Meeting Bump up! - DMGT 748
23/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro• IAF Online ope
ipchart, mem
• Grow the commthose who faci
• Establish interprofessional st
IAF (International Association of Facilitators) http://www.iaf-world.org/index.aspxObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Unleashing the power of Facilitation andFacilitators
• IAF Online open resources (Journal,ipchart, member blogs)
• Grow the community of practice for allthose who facilitate
• Establish internationally acceptedprofessional standards
All those who facilitate, for the good ofothers, wherever and however they do it
• IAF Website• IAF Membership• IAF Certication Events
• International Facilitation Week• Facilitation Impact Awards
• Create an International platformthat provide the opportunities forfacilitators’ communication
• Collect and share facilitation resourceson the platform
• Create the category for facilitationstarters (tools and resources)
• Cases study
Figure 11. Competitor and collaborator analysis, IAF, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
24/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro• Facilitator cert
• Training course
• Platform for ce
• Facilitator reso
INIFAC (International Institute for Facilitation) http://www.inifac.orgObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Maintain and advance certication for
facilitators at the Masters level
• Facilitator certication
• Training courses for certication
• Platform for certied facilitator career
• Facilitator resources
Facilitation professionals
• Apply for facilitator certication
• INIFAC website• INIFAC training courses• Collaborate with CCF and CMF
• Facilitator skill certication
• Training for certication base on
facilitation standard
Certication courses for facilitation
starters
Figure 12. Competitor and collaborator analysis, INIFAC, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
25/150
M.A. FINAL PROJECT: Positioning
Competitor and Collaborator Analysis
Facilitation Appro• Respect peopl• Passing on info
through teachimentoring of n
• Innovate and ssystems and s
IIFAC (International Institute for Facilitation and Change) http://english.iifac.orgObjective:
What is their facilitation value?
Members:
What categories do they fall into?
Lessons:
What can they teach us for our facilitation?
Approach:How do they create value?
Entry:What is they entry point to their facilitation?
Collaboration Opportunities:Where or how do we overlap?
Help groups nd new pathways to
communicate with each other, to becomeboth more disciplined and more creativein the ways work and to make decisions
• Respect people and the earth• Passing on information and inspiration
through teaching, publishing andmentoring of new colleagues
• Innovate and strive to constantlyimprove systems and services
Public and private business in facilitation,training and coaching
• Consultation• IIFAC website• IIFAC workshop/program
• Innovate to improve systems andservices, thinking facilitation wider
• Build international facilitation network
Develop and innovate the facilitationstarter training in system
Figure 13. Competitor and collaborator analysis, IIFAC, Author’s image, 2015.
8/20/2019 Meeting Bump up! - DMGT 748
26/150
M.A. FINAL PROJECT: Positioning
2X2 AXIS CHARTMeeting Expectations vs. Facilitation Methods
Most creative innovation consultancies focus onthe participant’s expectation of meeting experiencerather than outcome. Associations like INIFAC,which focus on the facilitator training, were moreexperience oriented. The for-prot facilitation
services consultancies showed concentration onmeeting outcome.
There is great opportunity in the area that balances
positive experience and outcome in meetings byapplying relatively creative facilitation methods.
MEETING EXPECTATIO
High Creativity
Low Creativity
ExperienceOriented
IDEO
FROGCONTINUUM
MeetingFacilitators
International
TheHayesGroup
XPLANE
InternationalAssociation of
Facilitators
IAF
InternationalInstitute forFacilitation
INIFAC
InternationalInstitute for
Facilitation &Change
IIFAC
Figure 14. 2X2 axis chart for market positioning, Meeting Expectations vs. F
8/20/2019 Meeting Bump up! - DMGT 748
27/150
M.A. FINAL PROJECT: Positioning
2X2 AXIS CHARTFacilitation Guidance vs. Facilitation Purpose
It is interesting to note that creative facilitationmethods in strategic level applied by innovationconsultancies showed advantage in improvingmeeting participation rather than training groupleadership.
There is a white space in the area of providing step-by-step guild for participatory leadership.
FACILITATION GUIDAN
Strategic Guidance
Step-by-step Guidance
ParticipatoryLeadership
Style
IDEO
FROG
CONTINUUM
VIANOVA
TheHayes
Group
InternationalAssociation of
Facilitators
IAF
InIF
IN
InternationalInstitute for
Facilitation &Change
IIFACXPLANE
MeetingFacilitatorsInternational
Figure 15. 2X2 axis chart for market positioning, Facilitation Guidance vs. F
8/20/2019 Meeting Bump up! - DMGT 748
28/150
M.A. FINAL PROJECT: Positioning
Positioning Summary
After evaluating the various facilitation consultancies, both in innovation-oriented and business-oriented, some key ndings become evident:
• Creative facilitation methods were widely used by innovationconsultancies, which led positive meeting/collaboration experience.These methods showed an advantage in improving meetingparticipation and brought great collaboration.
• The existing leadership training program/courses are basicallyprovided by business oriented consultancies or facilitation
certication organizations; the methods included were general butbehind the times. This caused the methods to be unable to helpimprove participation eectively in recent meetings.
• The new trend that more and more facilitaconsidering is creative engagement methoa long distance to chase up creative innovwas a great opportunity in the area to llin
collaborations.
8/20/2019 Meeting Bump up! - DMGT 748
29/150
M.A. FINAL PROJECT: Positioning
Value proposition Onliness Statement
For participants in student-lead meetings
Who are seeking to improve their group and meeting facilitation skillsOur toolkit provides a strategic approach for applying innovative creativeengagement methods for leading successful meetings across variousdisciplines
We do this by oering a set of easy steps to open meetings, to create
and decide upon an appropriate meeting agenda, to collaborativelydefine a desired meeting outcome, and to choose processes forachieving the defined outcome, so that participants are fully engagedthroughout and leave the meeting with a positive experience, clarity, andnext steps for potential action.
Unlike other existing meeting facilitation methods that require theguidance of strong leadership our toolkit guides facilitators-in-training, step-by-step, in designing and facilitating collaborativeprocesses toward successful meeting outcomes based upon equality of
participants.
Meeting Bump Up! (MBU!) Suite is the only design management methods to meeting fac
in the United States, who seek to improvefacilitation skills in order to inspire greater coexperience in participants, and achieve desirera of shifting the paradigm of competition to
WHAT: the only strategic toolkit
HOW: that applies design management meth
WHO: for college students
WHERE: in the United States
WHY: who seek to improve their meeting des
in order to inspire greater collaboration
in participants, and achieve desired me
WHEN: in the era of shifting the paradigm of
8/20/2019 Meeting Bump up! - DMGT 748
30/150
RESEARCH ACTIVITIES AND SYNTHES
8/20/2019 Meeting Bump up! - DMGT 748
31/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Research Space
This project focused on the subjects of(student-led) meeting, facilitation andDesign Management. An ecosystemmap has been generated base onthe secondary research to show theresearch space of the project and thepositions and relationships of thesesubjects.
DESIGNMANAGEMENTFACILITATION
Creativity
FacilitationMthods
TeamBuilding
Co-Facilitator
Personal
Leadership
MeetingFacilitation
MeetingOutcome Collaboration
MeetingParticipation
CreativeEngagement
MeetingExperience
Student-Led
Busines
MEETING
Leadership
FACILITATION
MEETING
Hawes, J. M. (1999)Falkman, G. (2013)Northridge, R. (1994)Paulsen, D. (2004)Rees, F. (1992)Sibbet, D. (2010)
Koonce, R. (1995Clifton, W. (1992)Laamme, E. (20Levasseur, R. E.
Pelletier, S. (2004Eckes, C. (2009)
Figure 16. Ecosystem map
8/20/2019 Meeting Bump up! - DMGT 748
32/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Research Methodology
The methodology of this project was a case study with an ethnographic lens.
This methodology is appropriate for the project because the research wasbounded to a specic location and pool of research subjects at the Savannah
College of Art and Design. The primary research included working with studentmeeting leaders and participants to collectively develop appropriate solutionsfor problems observed by the researcher and dened by the subjects who
represented a diverse spread of cultural backgrounds, beliefs and values.
8/20/2019 Meeting Bump up! - DMGT 748
33/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Main Research Question
Sub Research Question
How might Design Management Methods be applied to meeting
facilitation in order to increase participation in meetings, so that
desired outcomes are achieved and participants have positive
experiences?
How are people using Design Management Methods?What is the benet of using Design Management Methods?
What does participation mean in a meeting eWhat emotional expressions or behaviors deare fully engaged in meetings?
What will inuence group members’ participWhat methods will be used to increase particWho or what might encourage more particip
What is meeting facilitation?What is the purpose of meeting facilitation?What kinds of methods have already been applied in meeting facilitation?What is the main task for a meeting facilitator?
What is the denition of “success” in meetin
outcome is achieved)?What methods are used to evaluate successWho determines whether meetings were sucHow do participants evaluate success (versu
What variables impact the experience?What kind of experience do participants expWhat is the relationship between positive expWhat methods can be used to improve the m
1. What are Design Management Methods?
3. How might we increase participation
2. How might we apply Design Management Methods tomeeting facilitation?
4. What determines “success” in meetin
5. What is the denition of “positive” exmeetings?
8/20/2019 Meeting Bump up! - DMGT 748
34/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Consent Forms
Figure 17. Interview consent form, A
i i i i
8/20/2019 Meeting Bump up! - DMGT 748
35/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Research Protocols
Figure 18. Res
M A FINAL PROJECT R h A ti iti d S th i
8/20/2019 Meeting Bump up! - DMGT 748
36/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Interview Questions
1. Tell me a little about yourself, your major/career, profession, character and lifestyle.
2. Please tell me about a recent meeting experience.
3. Please tell me about a meeting that impressed you the most.
4. What inuences your mood during meetings?
5. What experience do you expect to have from being in meetings?
6. What would you like to experience?
7. How do you connect a positive experience with success in a meeting?
8. How can meeting leaders or other participants impact your meeting experience? What can
they do to make it better or worse?
9. How do you dene a success meeting?
10. How would you know when a meeting was successful?
11. Who can say that a meeting was successful (leader/participant/visitor/boss?)
12. What makes meetings successful and how would you evaluate it?
13. How would you describe the meaning of participation in meetings?14. What do people look like that participate heavily?
15.How do you dene meeting leadership?
16. How do you think the leader can get people to participate more?
17. What other methods than creative engagement have you experienced in meeting facilitation?
18. Have you ever heard of DMM?
19. When have you seen DMM in action? How was it done?
20. What was inspirational about DMM in action?
1. Tell me a little about yourself, your major/career, profession
2. Please tell me about a recent meeting experience.
3. Please tell me about a meeting that impressed you the mo
4. What inuences your mood during meetings?
5. What experience do you expect to have from being in mee
6. What would you like to experience?
7. How do you connect a positive experience with success in
8. How can meeting leaders or other participants impact you
they do to make it better or worse?
9. How do you dene a success meeting?
10. What methods are used to evaluate success?
11. Who can say that a meeting was successful (leader/partici
12. What makes meetings successful and how would you eval
13. How would you describe the meaning of participation in me14. How might you recognize people fully engaged in meetings
15.How do you dene meeting leadership?
16.How might you make meetings more creative, more fun, an
17. How do think the leader can get people to participate more
18. What other methods than creative engagement have you e
19. Have you ever heard of DMM?
20. Have you ever heard and used DMM?
21. What was inspirational about DMM in action?
For Meeting Participants For Experienced Meeting Facilitator
M A FINAL PROJECT R h A ti iti d S th i
8/20/2019 Meeting Bump up! - DMGT 748
37/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Online Survey Questions
I voluntarily agree to participate in this survey performed by
students at the Savannah College of Art and Design. I understand
that this survey is being conducted by Yirun Xu in order to identifyopportunities for design as part of DMGT 748 M.A. Final Project,
Winter 2015.
I grant permission for the evaluation data generated from the above
methods to be used in an educational setting. I understand that any
identiable information in regards to my name and/or company name
will be removed from any material that is made available to those not
directly involved in this study.
The procedure involves lling an online survey that will take
approximately 10 minutes. By completing this survey, I agree toparticipate in the research. Condentiality will be maintained to the
degree permitted by the technology used. My participation in this
online survey involves risks similar to a person’s everyday use of the
Internet.
Please select one
O I agree O I do not agree
Online Consent Form a. Art Creativeb. Businessc. Communicationd. other __________
1. What's you job eld?
a. Yes
b. No
2. Are you a experienced meeting facilitato
a. Outcomeb. Experiencec. Both
3. What is more important to you in a meet
a. Follow the meeting agenda, completeb. Complete the meeting task perfectlyc. Express the personal opinion to otherd. Inspired by others idea, generate newe. Task allocated properly
4. What do you think a successful meeting
M A FINAL PROJECT Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
38/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Online Survey Questions
a. Learn knowledge from others
b. Personal ides are recognized
c. The realization of self-worthd. Spiritual fulllment
e. Nothing suck in meeting
5. What kind of experience can be a “positive” meeting experience for you?
a. Use positive commentsb. Use creative activities
c. Focus on one issue, shorten meeting timed. Ask an assistant to facilitate the meetinge. Using informal topics warming up meetingf. Other ____________
7. If you are meeting facilitator, what will you do to incr
a. Take the initiative to become leader, facilitate the meeting.b. Participate in discussion, exchange ideas with others.c. Listen to other participants’ idea, sometimes discussion with others.
d. Listen to other participants’ idea only.
6. What will you usually do in a meeting that show your participation in it?
a. Research methodsb. Design methods
c. Business modelsd. Management principlese. Methods used to manage design processf. Have no idea about Design Management Method
8. Have you heard about Design Management MethodFor you, Design Management Method is __________
M A FINAL PROJECT Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
39/150
Research Activities Data Processing & Analysis
• Secondary research was conducted into ve aspects, which were
connected with main research question closely.
• An online survey was conducted from January 15, 2015 to January23, 2015 using Survey Monkey
• Face-to-face interviews were conducted with students in theSavannah College of Art and Design from January 17, 2015 toJanuary 23, 2015, in Savannah, GA
• Participatory Observations were conducted in student-led meetingsfrom January 14, 2015 to January 23, 2015
Primary research data was collected throughobservations. Data was mapped onto workinanalyzed and further processed. Eventually, presented in data visualization maps, such aanalysis, journey maps, personas and anit
this data analysis led to an opportunity map potential prototypes.
M.A. FINAL PROJECT: Research Activities and Synthesis
M A FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
40/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Primary Research
about student-led meetings
Findings:
Interview
Interview as a main primary research methodsin this project. Interviews were believed toprovider a deeper understanding of howinterviewees looking at student-led meetings.Through the interaction between interviewerand interviewee, more sensitive topics likepersonal meeting experience were explored inthis phase.
Students’ moods were always inuenced byhow other participants treated the meeting.(They wanted a positive environment, butnegative members always infused their moods.)
David S.DMGT Student
Maria D.SERV Student
The biggest thing that wouldaect my mood is the peoplewho come into the meeting, ifthey are there against a will orat least coming in with a cynicalattitude, then it’s goanna aect
my mood.
• What I expect going to a meetinknowing that they are coming inshare collaborate and negotiate
• The experience of the meeting the outcome would goanna be.experience in the meeting, ther
• So as soon as you accomplish accomplish, even if it is just a tiwasn’t what I expect but at leasinches are mile really in the end
• If you have someone maybe hamaybe someone else is not feeencouraging them to participateaects meeting.
• I think that when a meeting hasworking towards that purpose aenvironment that really aects tKnowing where you goanna get
• Establishing goals. So that we k just meet-to-meet, but meet to
A successful meeting is not onlyone that reaches the goals, butmaybe found dierent thingsthat would not expected in it.
"
"
"
Syaq A. ARLH Student
• What really important is chemisme, we are in the same group awork together, I feel comfortablknow you, you don’t know me, will feel this kind of tense.
• If you want to create an engagineed to know every participant
• It is very because every assignmand discussion, then you put stand if you make changes, if you
There is no communicationbetween us, even we do in thesame studio, communicationis very important things. But ifwe don’t have communications,everything doesn’t work reallywell.
"
"
"See more interview transcriptions in appendice Figure 19. Interviews'
M A FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
41/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Primary Research
on student meetings
Findings:
Observation
Observation was conducted as a part of primaryresearch activities. It required the researcher as
a meeting participant in the student-led meetingcontext. By observing meeting participants’behaviors, interaction, pain point and happypoint, gained the data from an objectiveperspective.
In the situation of student meetings, the role of
leader was not clear.
The group meetings were conducted in equal
environment. The so-called leader was alwaysthe person knew more about the topic, andtalked more in discussion.
ScheduledMeeting Time
Participant 1 Arrived Observation Notes:
Participant 2 Arrived
Participant 3 Arrived
Discussion Time
Discussion Time
Get Ready for Meeting
Meeting Ended
Short Silent
6:00 pm
5:45 pm
5:52 pm
6:12 pm
6:20 pm
6:38 pm
6:43 pm
6:50 pm
6:58 pm
Fashion Management MajorStudent-Led Meeting
Figure 20. Journey map of meeSee more meeting Observation records in appendice
M A FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
42/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Primary Research
about student-led meetings
Findings:
Research Subject:
Online Survey
Online survey was conducted as one of theprimary research activities. The purpose of thisonline survey was to get a basic understandingon people’s perception of meeting.
Most people were unfamiliar with DesignManagement Methods; their understanding on
it was limited by its literal meaning.
The survey was open to members of everytarget audience group. There were total 28people who took this survey including 17students in the Savannah College of Art and
Design and 11 participants from other job elds.
a. Art Creative
b. Business
c. Communication
d. other __________
17
6/
5/
1. What's you job eld?
a. Yes
b. No
2. Are you a experienced meeting facilitato
5/
23
7/
2/
19
a. Outcome
b. Experience
c. Both
3. What is more important to you in a meet
a. Follow the meeting agenda, complete
b. Complete the meeting task perfectly
c. Express the personal opinion to other
d. Inspired by others idea, generate new
e. Task allocated properly
4. What do you think a successful meeting
M A FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
43/150
M.A. FINAL PROJECT: Research Activities and Synthesis
a. Learn knowledge from others
b. Personal ides are recognized
c. The realization of self-worth
d. Spiritual fulllment
e. Nothing suck in meeting
5. What kind of experience can be a “positive” meeting experience for you?
13/28
19/28
9/28
5/28
8/28
a. Use positive comments
b. Use creative activities
c. Focus on one issue, shorten meeting time
d. Ask an assistant to facilitate the meeting
e. Using informal topics warming up meeting
f. Other ___________
7. If you are meeting facilitator, what will you do to
a. Research methods
b. Design methods
c. Business modelsd. Management principles
e. Methods used to manage design process
f. Have no idea about Design Management Me
8. Have you heard about Design Management MeFor you, Design Management Method is ______a. Take the initiative to become leader, facilitate the meeting.
b. Participate in discussion, exchange ideas with others.
c. Listen to other participants’ idea, sometimes discussion with others.
d. Listen to other participants’ idea only.
6. What will you usually do in a meeting that show your participation in it?
8/28
28/28
8/28
3/28
M A FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
44/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Research Synthesis
of students’ perception of meeting
Findings:
Word Cloud
A word cloud was a visual representation fortext data gathered in primary research. By color-coding these single words upon the categoriesof DMM (Design Management Methods),leadership and perception of meeting, it wasuseful for quickly perceiving the most prominent
word and determining its relative prominence.
Students commonly believed that meeting is
the synonym of collaboration, and leadership isthe role can reach everyone in discussion.
Most students were unfamiliar with DesignManagement Methods; their understanding on
it was limited by its literal meaning.
ProductiveEnvironm
Perspectives
Models
Visual
Tools
SysteMap
Manag
Understanding
Connect
Create
Facilitate
Vision
Patien
Building
Commu
Collaborate
Contribute
Task
Outcome
Goals
Sha
Figure 21. Word cloud of students' perception of me
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
45/150
M.A. FINAL PROJECT: Research Activities and Synthesis
Research Synthesis
of students’ actions in a meeting
Findings:
Journey Map
Based on data collected from observation ofstudents’ meeting process in primary research,the journey map was created to describe everystep in the meeting process. This orientedgraph represented the dierent touch points in
the meeting process, and helped researchersanalyzing interactions between students.
In the situation of student meetings, the role ofleader was not clear. The group meetings wereconducted in equal environment. The so-called
leader was always the person knew more aboutthe topic, and talked more in discussion.
Participant 1
BEFORE MEETING DURING MEETING AFTER
Start
Warm Up
NOpen
Discussion
Start with informal topics
Conduct
Close
Participant 2
Participant 3
Potential LeaderObservent Plan a Meeting
Clarify Purpose
Make Decisions
Agree on Action Items
Carry out Assignments
Prepare Meeting
Extrovent
Introvent
Maintain the focus ofdiscussionPresent ideasComments
The last onepresent ideasComments
1st present ideasComments
Figure 22. Journey map of students' actions in a meeting, Author’s image,
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
46/150
M.A. FINAL PROJECT: c ct t y t
Research Synthesis
of current situation in student meetings
Findings:
SWOT Analysis
In order to improve both the experience andoutcome of student meetings, the SWOTdiagram was used to understand the currentsituation in student meetings. SWOT analysisenabled the researcher to identify both internaland external inuences.
Phenomena in the current situation (like nospecic leadership role existed in meeting)
brought both positive and negative inuence to
the development of meeting facilitation. Thereis need to nd appropriate methods to shift the
negative to the positive side.
SWOT
Strengths
Opportunities
• There is no specic leadership role in currentstudent meeting, which creates a relative equaldiscussion environment. (Everyone feel free topresent own ideas)
• Students in the learning phase are open toaccepting new concepts, ideas and methods forfacilitating their study.
• In order to create more possibilities for futurecareer, students are willing to nd new methodsdeveloping leadership
• Dierent creative facilitation methods are easyto spread in majors through elective classes andcollaboration projects.
• Meeting facilitations workshops can be used tointroduce more methods to students.
• CLC (Collaborative Learning Center) projects canprovide collaboration experience for students indierent majors, also develop the leadership.
• A lot of resources about creative facilitationare available for students on line and onground. (Workshops conducted by facilitationprofessionals)
• Huge instability exists in meetinspecic leader role.
• Instead of meeting for achieving
student meetings are tending toterm tasks. (Which is not good flarge projects)
• Due to the equal discussion envidea is valued by others, which lto agree on one ideas for future
• More companies hire the third-pfacilitators; this lead student losimportance of leadership as a s
• In order to connect school studybusiness, students tend to pracmethods (used by companies fo
meetings, which lose creativity alearning phase.
Figure 23. SWOT analysis of current situation in student meeting
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
47/150
y
Research Synthesis
students’ perception of meeting
Findings:
Affinity Map
Based on the data collected in the interview,
the analysis process was confronted withmany facts and ideas in apparent chaos.The anity map was used to organize this
large number of ideas into their naturalrelationships. Here, an anity map was
created with quotations from the interview
to see the relationship between dierent
thoughts.
Students’ expectation on leadership wasbasically about connecting the one who mightnot connected on their own.
The precondition of a good collaboration wasto know each other.
Design Management Methods were thoughtto provide a comprehensive way to thinkproblems and giving people dierent aspects
to look at it.
The biggest thing that would aect
my mood is the people who comeinto the meeting, if they are there
against a will or at least comingin with a cynical attitude, then it’sgoanna aect my mood. - David S.
I tried to keep myself be positiveand I was always to keep theenvironment, I didn’t let thenegative take control. - David S.
The experience of the meetinitself would tell you what theoutcome would goanna be. S
you don’t have a good experin the meeting, there was no good outcome, expect morebad juju, or bad vibes you kn-David S.
I tried to keep positive face wholetime. I smiled every time they tried,anytime the person competitive
with me I smiled to get a challengeand I think that kept the meetingstable and at least productive.-David S.
Meeting leadership, it’s the personwho is willing whether he is afacilitator or that person with in thegroup that just seems to be ableto reality people. That person hasability to stand up and connectothers who might not connectedon their own.-David S.
That’s the true leader and againstthe communication it’s that willingto take the conrmative and
competitive as well as the passiveand get them to at least talk and
share whatever it is that feelingsare. -David S.
Successful meeting is dependingon what you are trying to getdone in the meeting. But at least
a successful meeting is a meetingI wish people came out witheither new ideas and new outlookor alignment with in the groupyou know that is usually what ameeting about.-David S.
So as soon as you accomplishwhatever goals you set up toaccomplish, even if it is just a tinylittle thing, even if it’s like it wasn’twhat I expect but at least wemoved an inch. Then the inchesare mile really in the end. -David S.
there is no communicationbetween us, even we do in thesame studio, communicationis very important things. But if
we don’t have communications,everything doesn’t work reallywell. -Syaq A.
If you don’t reach a specic
outcome or output, so that mthe meeting is useless. So atend of day, if you reach somethat is I can see a successfumeeting. -Syaq A.
I think that when a meeting hpurpose, and everyone is wotowards that purpose and cra good working environmentreally aects the outcome of
meeting. Knowing where you
goanna get. -Maria D.
As a student here the mostimportant part for us is theprocess, how we come out widea, so the progress of themeeting is important. Of caualso the outcome is importan-Bingjie Q.
If you want to create an engagingmeeting, rst of all, I think you
need to know every participant.-Syaq A.
Maybe you can do somethingbetter, but I don’t know. So thatmeeting lost the value. -Syaq A.
Everyone is willing to listen to eachother, and no one’s opinion is moreimportant than another person’sopinion like we are all equal. And
we build upon whatever other’ssaying. -Maria D.
I like people all waiting to listen,that’s important, because ifsomeone being very aggressivesaying like I am only want to pushmy idea instead I am listing toeverybody. -Bingjie Q.
For me it is like everyone achievesthe outcome at the end of themeeting. -Syaq A.
MeetingParticipation
Successfu
MeetingMeeting
LeadershipExperience V
Outcome
A successful meeting is not onlyone that reaches the goals, butmaybe found dierent things that
would not expected in it. -Maria D.
Figur
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
48/150
y
Research Synthesis
of target audience
Persona
Based on the previous data andanalysis from the primary research,personas were created helpingresearchers to connect data with thetarget audience. By creating ctional
characters to represent the dierent
user types, more specic details and
insights were shown to bridge the gapwith target audiences.
"I want my participants tothink creatively, I will dowhatever to get their minds
jazzed."
“I don’t want to take centerstage, but I’d like to listen toeveryone whenever you thinkand then participation.”
"I tried toand I didnenvironm
“If we doncommunidoesn't w
Experiencedmeeting facilitators
David Sobin
Yan Lee
Kelli P
SyafiqExperiencedmeeting participants
Potentialgroup lead
Inexperiemeeting p
Figure 25 - Figure28. P
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
49/150
y
Experiencedmeeting facilitators
David Sobin
Yan Lee
Ke
SyExperienced
meeting participants me
Demographics Mapping
Leader Participant
SeldomMeeting
FrequentlyMeeting
Creative Tradition
ExperienceOriented
OutcomeOriented
ExperiencedFacilitator
InexperiencedFacilitator
Extrovert Introvert
In order to show the comprehensiveness of personas, a demographics mapping was used hereto show the reasonable selection of four characters.
Figure 25 - Figure28.
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
50/150
David Sobin• 32 years old• Single• Design Management Major in study• Manager in a medium-sized real estate
company• Business background
• 70k annually income• Puerto Rico, US• Lives in an apartment near beach
• Takes 30 minutes’ to drive to workeveryday
• Likes surng and playing video games, all
depends on moods• “Moment of impact: how to design
strategy conversations that acceleratechange” in reading
Narrative:
David Sobin has worked in the real estate industry forsix years. He nished his business masters degree in
Boston University and then went back to Puerto Rico,the place contained all sweet memories of his childhood.
In Puerto Rico, he started his career in a smallreal estate company and accumulated businessexperiences. Usually they had one formal meeting andseveral informal department meetings in a week. Themeetings were not long, but eciency due to the smallscale of business and well communication amongcolleagues. He became eloquent and happy to be workin a collaboration environment. This made him becomepassionate to achieve leadership in a higher level. Twoyears later, he got the chance to work in a medium-sizedreal estate company. As a manager, more and moremeetings came to him, with boss, subordinates andclients.
Now he always struggles to generate new ideas andsolutions in the meeting by using his facilitation skills. Almost every participant looks so tired and can’t focuson the discussion. This made him realized that thetraditional facilitation skills are no longer working thatgood. He needs to look for new facilitation methodsincreasing meeting participation and drive his colleaguesthink creativity.
Needs:• New facilitation metho
participation• A new approach to sp• Eective communica
bosses• Integrate his design m
business eld
Motivations:• Make business creativ• Acquire the facilitatio
• Believing in the value• Pursue the way of thi
considering stake in a
Pain Points:• Limited by backgroun
the vertical thinking h• Need the support from
engagement into mee
• Passionate about creenvironment, but hardcreative thinking proc
Satisfaction Points:• Happy to know the ne
the study of design m• Have a chance to par
see how those profes• Passionate to connec
thinking) to the real es
Figure 25. Persona pho
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
51/150
Kelli Peterson• 26 years old• Single• Service Design Major Student (Freelance graphic designer)• Used to be an UX designer in IBM• Graphic design background
• 20k annually income• Vancouver, BC• Lives in an apartment downtown
• President of the student union• Enjoys going to exhibitions and museums
and is interested in nding the new trends
in design• “How to Kill a Unicorn: How the World's
Hottest Innovation Factory Builds BoldIdeas That Make It to Market” in reading
Narrative:
Kelli Peterson used to work as an UX designer in asoftware development company; this was her dream job
at that time when she graduated as a graphic designer.She was passionate about integrating visual factors intothe human-machine interaction experience. Here she not
only embodied her value o f a visual designer, but alsolearnt about the human-centered design process.
She worked in a sub-group with ve members. They had
quiet a lot of meetings every week, some are creative
and engaged, but some are boring and inecient. Whatimpressed her most were the methods that the leaderused to facilitate the creativity generated in a successfulmeeting. Through these meetings, Kelli saw the value ofcollaboration and realized that leadership really matters.
For achieving her long-term career goal, she continuesher studies in service design in order to improve hermajor skills and ability of leadership. She thinks, the
leader basically has to create the environment. That’s themagic, that’s the design. It’s creating the environment,create the models, visual communications modelsthat can help, but also create the social and the air ofcollaborative culture, understand that it’s the part of theexperience.
Needs:• The knowledge of me• The culture of collabo
collaboration• A new creative appro
participation• A deeper understand
meeting experience a• Eective communica
Motivations:• Knowing the value of
collaboration• Seeing the facilitation
of creative ideas• Getting to the next ste
Pain Points:• Under the pressure to
environment for nega• Choosing the facilitat
meeting situation• As a facilitator-in-train
in the role of facilitato
Satisfaction Points:• Seeing the progress o• Achieve both positive
meeting outcome• Participants get inspir• Work in creative facili
Figure 26. Persona pho
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
52/150
Yan Lee
• 23 years old• Single• Design Management Student (Work-study, greeter in faculty oce)
• International student• Feels uncondent to speak English in
public• Graphic design and branding background• 300 monthly income• Charlotte, NC• Lives in an apartment in downtown
• Enjoys country music, traveling andreading ctions
• “Leaving Time: A Novel” in reading
Narrative:
Yan Lee was a graphic designer. After she achieved herBachelors degree, she chose to further study in the US.
Accepted the education in dierent culture. Bordered
the horizon, and at the same time got the inuence ofcreative thinking. Six years’ English learning made her
read and write uently, but she is still not condent tospeak English in public. She is introverted by nature.
The study of design management major, which mostprojects were worked in collaboration and need lotsof communication for discussion. Due to lack ofcondence and introversion, she was always quiet in the
meetings, even though she had prepared great ideasfor the project. This made her group members think shewasn’t prepared for the meeting and was unwilling toparticipation in discussion.
She has talent in the b randing and visual communicationaspect, which can have a great help to analyze data and
organize presentation documents. But nobody knewthat. Now she is trying to talk with others no matter if theEnglish grammar is correct or not, but some times she isstill in trouble to fully participation in meetings.
Needs:• Practising public spea• Encouraging by other
public• Find her own way to g
discussion
Motivations:• Knowing her idea is g
others• The passion of partic• Understanding the im• The requirement of se
Pain Points:• Under pressure to tal• People are inpatient t• Her advantages are n
Satisfaction Points:• When somebody liste
understand her• Ideas are valued by g• Fully expressed what • Talks like a native spe
Figure 27. Person
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
53/150
Syafiq Azmy
• 28 years old• Single• Architect Student (Freelance interior designer)• International student• Interior design background
• Houston, TX• Lives in a student dorm next toarchitecture building
• Always stays in studio sketching all night• Enjoys going to museums• Dreams to go to Europe, see the amazing
structures in person• “Leaving Time: A Novel” in reading
Narrative:
Syaq Azmy used to be an interior designer; he choseto further his study in order to realize his dreams ofbeing an architect. In the architecture collaboration,they always had specic and dened roles. Usually,one short meeting was schedule at the beginning of the
project to discuss the ideas and then they determinedvery quickly which concept they would pursue in the
future, then everyone worked on their own part. Everyphase is organized by the industry roles seriously. Syaq
Azmy didn’t have a lot meeting experience and whathe thought the most important thing in collaboration is“chemistry” among group members.
Things happened in the summer of 2014, he tookone class in design management major to broadernhis knowledge, which the class requested to working
in groups. This provocatively subverted his workingmethods. He struggled in meetings. He found a lot ofissue in the process he had never thought about. In the
process, they used dierent models to analyze data,used stickers to help organizing and totally worked inphysical. He felt painful to working with the methods hewasn’t familiar with, but at the same time he found theadvantage of using these creative facilitation methods.The methods provide a comprehensive way to thinkproblems; they give people dierent aspects to lookat it. That really make sense to integrate them intoarchitectural thinking.
Needs:• New design methods
architecture• A new understanding• Knowledge of creative• Knowledge of design
Motivations:• Integrate new method• Improve meeting expe• Great innovations in a
Pain Points:• Passionate about brin
methods to colleague
others from their trad• Struggle in the metho• The limitation of know
methods
Satisfaction Points:
• Having opportunities majors
• Helping to improve m• Finding new methods
box
Figure 28. Persona p
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
54/150
Research Insights
Create Environment Build Relationship Meet Expectation Bump U
Positive Environment: Participants’(positive and negative) attitudes inuencethe co-creation of the meeting environment.
A positive atmosphere is inspiring, andonce the atmosphere in the room becomesnegative, the entire meeting turns quicklyinto a struggle for all participants.
Multiple Roles: Every meeting participantshould be able and be willing to play bothroles, that of the facilitator and of an activeparticipant. The expectation of multipleroles serves as a reminder to do both,contribute and co-lead.
Equal Voices: In meeting compositionsthere are extroverts and introverts, each ofwhom may take up an unbalanced amountof time, energy, or air. If the group does notnd a way to balance this inequality and
make sure every voice is heard equally, they
may lose the opportunity to arrive at mostcreative and feasible outcomes.
Safe Space: Both, facilitators andparticipants, are responsible for creatinga safe environment where everyone feelsinvited, appreciated, connected, andtherefore able to speak their m inds freely.
Interaction: In order to build relationship,participants need interactions that bringthem closer together and allow them to getto know each other. The process of buildingrelationship equals the playing eld and
builds “good chemistry.”
Equalization: Balance the focus on creatinga positive experience for participantswith the focus on achieving the desiredoutcomes. Both goals are equally importantand go hand in hand.
Sustaining Energy: Participants facevarious issues in dierent collaborationphases, such as, for instance, funexperience during brainstorming andmundane budgeting tasks. The individuallevel of contribution may vary duringdierent phases, but the group, as a wholemust sustain a certain level of engagementin each of the phases.
Stretch: Mewhen particexpectationgroup and dor reach gotheir own e
M.A. FINAL PROJECT: Research Activities and Synthesis
8/20/2019 Meeting Bump up! - DMGT 748
55/150
The pyramid structure in the adjacent “Research-Findings-at-a-Glance Map” demonstrates that the categories of the research
insights (create environment, build relationship, meet expectationand bump up) should be placed in sequential order because
they build upon each other. For each category there are “ideal”
methods that catalyze the desired experience so that the ultimateoutcome of “bump up” can be achieved.
Research Findingsat a Glance Sustaining Energy
Interaction
Multiple Roles
Equal Voices
Stretch
Positive Environment
Safe Space
Equalization
Methods
Methods
Methods
Methods
Figure 29. Research-Findings-a
8/20/2019 Meeting Bump up! - DMGT 748
56/150
DESIGN OPPORTUNITIES AND CRITERI
M.A. FINAL PROJECT: Design Opportunities and Criteria
8/20/2019 Meeting Bump up! - DMGT 748
57/150
Opportunities for Design
CreateEnvironment
Build Relationship
Bump Up
Meet Expectation
Positive Environment
Participants’ (positive and negative)attitudes inuence the co-creation ofthe meeting environment. A positiveatmosphere is inspiring, and oncethe atmosphere in the room becomesnegative, the entire meeting turns quicklyinto a struggle for all participants.
How might we: increase the positiveatmosphere and mitigate potentiallynegative elements in the situation, so thata supportive environment emerges?
There is an opportunity to: warm upthe meeting by a sincere check in and anumber of creative relaxation activitiesthat may help participants to transitioninto the meeting.
Equal Vo
In meeting coextroverts anmay take up time, energy,nd a way to
make sure evthey may losmost creative
How might w
assure that eup their somand create co
invited to shabenet from
There is an o
activities wheextroverts anmeeting stru
Multiple Roles
Every meeting participant should be ableand be willing to play both roles, that ofthe facilitator and of an active participant.The expectation of multiple roles servesas a reminder to do both, contribute andco-lead.
How might we: share the responsibilityof participating and leading, so thatparticipants experience both andtherefore may realize the importance oftaking turns throughout meeting events?
There is an opportunity to: oerparticipants a way to volunteer fordierent roles.
Figure 30. Opportunities for design Map, Create Environment, Author’s image, 2015.
M.A. FINAL PROJECT: Design Opportunities and Criteria
8/20/2019 Meeting Bump up! - DMGT 748
58/150
Interaction
In order to build relationship, participantsneed interactions that bring them closertogether and allow them to get to knoweach other. The process of buildingrelationship equals the playing eld and
builds “good chemistry.”
How might we: oer ways forparticipants to get to know each othercasually as part of the meeting structure?
There is an opportunity to: design ameeting structure that includes informalinteractions as part of the meeting (butnot necessarily part of the agenda).
Opportunities for Design
Create Environment
Build
Relationship
Bump Up
Meet Expectation
Safe Space
Both, facilitators and participants,are responsible for creating a safeenvironment where everyone feels invited,appreciated, connected, and thereforeable to speak their minds freely.
How might we: create the conditionsfor deep dialogue (in various forms) sothat participants may feel safe to shareauthentically from their hearts.
There is an opportunity to: developactivities for multi-sensory dialoguing.
Figure 31. Opportunities for design Map, Build Relationship, Author’s image, 2015.
M.A. FINAL PROJECT: Design Opportunities and Criteria
8/20/2019 Meeting Bump up! - DMGT 748
59/150
Sustaining Energy
Participants face various issues indierent collaboration phases, suchas, for instance, fun experience duringbrainstorming and mundane budgetingtasks. The individual level of contributionmay vary during dierent phases, butthe group, as a whole must sustain acertain level of engagement in each of thephases.
How might we: help the group know itsstrengths and weaknesses so that theparticipants can optimize their levels of
enthusiasm?
There is an opportunity to: designmethods for the group to learn aboutits strengths and weaknesses, andconsequently balance the skills available
in the group.
Opportunities for Design
Create Environment
Build Relationship
Bump Up
MeetExpectation
Equalization
Balance the focus on creating a positiveexperience for participants with the focuson achieving the desired outcomes. Bothgoals are equally important and go hand
in hand.
How might we: pay attention to bothobjectives simultaneously?
There is an opportunity to: alter thefocus on desired meeting outcome andparticipant experience and/or designactivities where both objectives receive
attention.
Figure 32. Opportunities for design Map, Meet Expectation, Author’s image, 2015.
M.A. FINAL PROJECT: Design Opportunities and Criteria
8/20/2019 Meeting Bump up! - DMGT 748
60/150
Opportunities for Design
Create Environment
Build Relationship
Bump Up
Meet Expectation
Stretch
Meetings are highly successful whenparticipants grow beyond their ownexpectations of themselves and/orthe group and discover totally newpossibilities or reach goals that stretchthem beyond their own envelope.
How might we: conduct meetings sothat individual participants are challengedand surprise themselves and the groupachieves otherwise considered impossibleoutcomes?
There is an opportunity to: design andfacilitate meetings that lead to break-throughs and generate the experienceof “high” group performance so that
participants walk away with a new senseof excitement, are inspired and motivatedto act.
Figure 33. Opportunities for design Map, Bump Up, Author’s image, 2015.
M.A. FINAL PROJECT: Design Opportunities and Criteria
8/20/2019 Meeting Bump up! - DMGT 748
61/150
Design Criteris for Prototype
The prototype should:
• warm up the meeting
• oer participants a way to volunteer for dierent roles
• have mutual sharing (between extroverts and introverts) built into the
meeting structure
• include multi-sensory dialoguing activities
• include opportunities for informal interactions
• alter the focus between desired meeting outcome and participant
experience or create conditions where both objectives receive
attention
• help the group learn about its strengths and weaknesses, andconsequently help the participants to balance the skills available in
the group
• create conditions for break-throughs and collaboratively generate the
experience of “high” group performance
Create Environment
Build Relationship
Bump Up
Meet Expectation
Stretch
Equalization
Safe Space
PositiveEnvironment
MultipleRoles
Equal Voices
Interaction
SustainingEnergy
O p p o r t u n i t i e
s
Figure 34. Opportunitie
M.A. FINAL PROJECT: Design Opportunities and Criteria
8/20/2019 Meeting Bump up! - DMGT 748
62/150
Reframing
Summary
Based on my main research question, data about meeting facilitation,
participation, outcome, experience and Design Management Methods
was collected and anitzed. Research ndings, insights, and
opportunities were organized into four categories:
• create environment
• build relationship
• meet expectations
• bump up
Based on these four categories, above listed design criteria were
generated.
Reframing
The data showed that successful meetings n
multitude of objectives. These activities are p
Management methods and must include way
to know each other in formal and informal w
in the meeting structure, to balance their stre
skills and aptitudes, to engage will all their se
stretch beyond their own envelopes. Facilitat
the responsibility of the entire group, not jus
a certain level of personal development in al
that personal leadership development needs
beyond merely oering methods for facilitati
insight requires exploration into the genre of
8/20/2019 Meeting Bump up! - DMGT 748
63/150
PROTOTYPE DEVELOPMENT AND TESTI
M.A. FINAL PROJECT: Prototype Development and Testing
8/20/2019 Meeting Bump up! - DMGT 748
64/150
Concept 1Visual Map Sequence
Concept 1 is a collection of visual maps for increasing productivity in
meeting facilitation. The maps guide the facilitator and participants
through a series of sequential steps. By using visual maps as a bridge
for addressing the “pain-points” identied in the primary research,
participation in meetings might increase due to creative visual mapping,
and engaging and leading the group toward their desired outcomes by
adhering to a logical sequence that leads them to high performance.
Plus Minus Interesting
Total: +14
• Various methods areincluded for facilitatingmeetings (+4)
• User-friendly, meetingfacilitation methods withinstruments (+5)
• Accumulating experiencesof shared leadershipcollaboration (+2)
• Improving meetingfacilitation skills (+3)
• Achieving personaldevelopment (+3)
• Visual communication-oriented methods may notbe accepted by everyone
(-4)• Time-consuming mapping
processes (-3)• Needs facilitating
participants to be familiarwith the toolkit (-3)
• Participants are usingcreative engagement andvisual communication
methods (+4)• The work integrates team
building activities andpersonal developmenteorts (+3)
Figure 35. Prototype c
M.A. FINAL PROJECT: Prototype Development and Testing
8/20/2019 Meeting Bump up! - DMGT 748
65/150
Concept 2 + 3
Concept 2 is a series of ve meeting facilitation workshops for people seeking
to improve their meeting facilitation skills in order to increase the quality of the
collaborative meetings they either lead and/or in which they participate. In theworkshops, participants are rst introduced to the research that lead to the
development of the “Bump Up” model, and subsequently, they are led through the
four phases of the model: “creating environment,” “building relationship,” “meeting
expectations” and “bumping up.”
Concept 3 is the creation of a facilitation toolkit that is oered during the facilitation
learning workshops. It will contain the maps to be used for each phase and
instructions how to use them.
Plus Minus Interesting
Total: +10
• Oering hands-on practice for
(potential) meeting facilitatorsto develop creative facilitationskills (+4)
• Meeting and getting to knowother people interested inmeeting facilitation (+4)
• Developing an understandingabout shared leadership andteam development (+3)
• Running all the activities inone workshop would take a lotof time (-2)
• The workshop series are builtupon each other (getting outof sequence might jeapordize
the benets) (-2)
• Visual maps are large and takeup a lot of wall space (-1)
• Due to spatial needs thenumber of participants islimited (-1)
• Workshop activities forceparticipants to collaborate (+3)
• Creativity is boosted (+3)
Consideration of Facilitation Toolkit
Meeting Facilitation Learning Workshop
Figure 36. Prototype con
M.A. FINAL PROJECT: Prototype Development and Testing
8/20/2019 Meeting Bump up! - DMGT 748
66/150
Concept 4Dissemination of Facilitation Toolkit
Concept 4 is about disseminating the facilitation toolkit to the target
audience. The toolkit needs to be aordable, easily accessible, and lead
to opportunity for evolving the kit. The original audience was students
at SCAD. However, the prototype can be used in any situation where
creative facilitation is called for, leading to high quality collaboration. For
the original target audience, a digital platform would be most accessible
and is therefore explored here.
Plus Minus Interesting
Total: +11
• Creating a hub for creativefacilitation within the scopethe project (+3)
• Creating a participatory
learning environment (+4)• Building a platform for
sharing and developingideas and resources (+3)
• Connecting experiencedfacilitators with people newto creative engagementand meeting facilitation (+3)
• Management of platformmight be challenging (forinstance, if a studentorganization is responsible,
the leaders will changeevery year) (-3)
• Emotional interactions arelimited behind screen (-3)
• Online community requiresadvocacy to increasemembership (-2)
• Expenses for collaborativeonline project managementtools (-1)
• Open source options areavailable for sharing withthe larger community (+3)
• Potentially spreads from
student-led meetingparticipants to broaderaudience by those studentstaking the practice into theprofes