Participatory Design Workshop at the UX Strategies Summit 2015
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Transcript of Participatory Design Workshop at the UX Strategies Summit 2015
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Participatory Design UX Strategies 2015
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Katie McCurdy UX Designer & Researcher focusing on healthcare @katiemccurdy
Susan Dybbs Head of Design Collective Health @dybbsy
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Tell us your name, what you do, why you’re here
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AGENDA + What is Participatory Design, & how can I use it?
+ Exercise 1
+ Break
+ Exercise 2
+ ‘How to do it’
+ Reflect
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WHY WE’RE HERE
Designing without our end users just doesn’t work.
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Participatory Design!
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WE WANT YOU TO WALK AWAY WITH:
+ Practical experience as a participant + Excitement about participatory design + Confidence to plan your own session
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We want you to have fun!
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WHAT
Participatory design brings your end users into the design process, usually in a workshop format. Also called co-designing.
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WHAT
Can be used to help design digital or physical products…or services, workflows, systems, policies, etc.
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WHY
+ Research emotionally charged subject matter
+ Uncover users needs and mental models
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WHY
Creative, hands-on process means you have amazing artifacts to refer to later
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WHY
Helps you find the real problems and make sure you’re designing the right thing
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WHAT NOT
Not about firing the designer and hiring users to design our products
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IT’S ABOUT DESIGN OPPORTUNITIES
Requirements, behaviors, roles, mental models, priorities
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BUILDING EMPATHY
Bringing the end user’s voice into our process, building deep empathy and collaboration
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WHEN
+ Beginning of a project + Middle of a project
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Preconditioning Participatory Session
Conversation & Analysis
HOW
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1 EXERCISE
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E X E R C I S E 1 • 1 5 M I N U T E S
Emotionally charged subject matter
Fill out the questionnaire
Using the materials provided, create a map of your ER experience
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EXAMPLE
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What was your ER experience like?
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ON FACILITATING
+ Ask open-ended questions: + Why is that important? + How do you use that? + Could you say more about that? + Can you give me an example?
+ Understand why they’re doing things, and in what order
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E X E R C I S E 1 • 2 0 M I N U T E S
Distilling themes
Take turns interviewing and taking notes (write one idea per sticky note)
Cluster related sticky notes together
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EXAMPLE
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THIS IS GOOD FOR
Understanding users’ experience and mental models
THIS IS NOT GOOD FOR
Prioritizing features
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OTHER EXAMPLES OF WHEN YOU MIGHT USE THIS METHOD:
+ Explore how people got into debt + Explore feelings around getting your first bra + Understand a negative travel experience + Map out challenging work collaborations and
look for fundamental breakdowns
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Take a break
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RECAP
+ Early in design process, participatory design can act as investigation tool
+ Once you learn more about the problem you’re solving, participatory design can act as a generative tool
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EXERCISE 2
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WE’VE IDENTIFIED A BIG OPPORTUNITY:
Give patients a more transparent view into where they are in the ‘ER process’ and what will happen next
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E X E R C I S E 2 • 4 0 M I N U T E S
Plan & hold your own generative mini-session
You’re the researcher. With your team, create a quick + dirty hand-drawn ‘design kit’
Then you will take your kit and practice conducting a participatory design session with another team
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EXAMPLE
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EXAMPLE
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EXAMPLE
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Participatory Session
Conversation & Analysis
Preconditioning Exercise
+ Interview + Walk-through/tour + Survey + Diary study
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Participatory Session
Conversation & Analysis
Preconditioning Exercise
+ Interview + Walk-through/tour + Survey + Diary study
+ UI elements + Objects + Devices + People + Words + A ‘blank canvas’ to
work with
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Participatory Session
Conversation & Analysis
Preconditioning Exercise
+ Interview + Walk-through/tour + Survey + Diary study
+ UI elements + Objects + Devices + People + Words + A ‘blank canvas’ to
work with
+ Ask open ended questions
+ Understand the meaning behind the elements
+ What is included is important as not included
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What did you learn?
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THIS IS GOOD FOR
Gathering information, hierarchy and experience needs
THIS IS NOT GOOD FOR
Creating a final design
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OTHER EXAMPLES OF WHEN YOU MIGHT USE THIS METHOD:
+ Envisioning your ideal collaboration tool + …ideal travel app + …ideal bra-fitting experience
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Participatory Design: how to do it
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There’s no perfect way
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1. UNDERSTAND YOUR GOALS
+ What information do you need from participants? - Emotional, physical, task-based needs? - One point in time or spanning time?
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2. UNDERSTAND WHO SHOULD PARTICIPATE
Photo credits: https://www.flickr.com/photos/nic/
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2. UNDERSTAND WHO SHOULD PARTICIPATE
+ Who has knowledge of the domain area? + What are their attributes? + Where can you find them? + Start a screener – 6 to 9 is usually a good
number of people
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3. PICK EXERCISES
+ What activities will reveal the best insights? + Collage, timeline, etc? + How can participants play off each other? + How many people? + Plan pre-conditioning + Resources at katiemccurdy.com/participatory-design
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4. PLAN, PLAN, PLAN
+ Down-to-the-minute session plan
+ Be realistic with time + Be on top of recruiting
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5. PREP EXERCISE MATERIALS
+ ‘Just enough’ for personal expression + Fewer options helps people work faster + Cut-outs, stickers, tape, glue…?
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6. RESERVE A SPACE
+ Re-arrangeable is good + Walls to put up and review work + Casual
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7. COME UP WITH AN A/V PLAN
+ How will you capture the session? + Photos, video + (Something will go wrong-so plan for it)
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8. THINK ABOUT FOOD & DRINK
+ Festive atmosphere, keep energy up + How much should you get? What time should
you order it? How will it arrive? + How messy is it?
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9. GET AN ASSISTANT
+ Help take notes, ask & answer questions, deal with A/V issues, etc.
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10. DO A DRY RUN
+ Helps you work out the kinks, make sure the session will go smoothly
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11. BE A CHECKLIST FREAK
+ Week before + Day before + Day-of
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BE A CHECKLIST FREAK Leading up to session ! Get participant compensation together ! Prepare NDA and consent forms ! Make sure all exercise supplies are ready/printed/purchased ! Session plan is created, down to the minute ! Remind participants – by email or phone – the day before the session ! Make a list of everything you need to bring to the session
Day-of ! Plan & order food, get napkins/kleenex ! Make signs/tell front desk person where to send people ! Test A/V ! Put out exercise materials, set up your space & seating arrangements ! Have your session plan handy, make sure you can see a clock
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12. ON FACILITATING
+ Ask open-ended questions: + Why is that important? + How do you use that? + Could you say more about that? + Can you give me an example?
+ Understand why they’re doing things, and in what order
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13. DISTILLING INSIGHTS
+ Review physical artifacts, watch session video; gather pithy comments & insights
+ See what themes arise + Include your team + How can you creatively communicate
findings?
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R E F L E C T • 5 M I N U T E S
How can you bring it back?
On a note card: write down at least 1 way you can bring participatory design back to your work life
Share
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@dybbsy @katiemccurdy
Thanks!
katiemccurdy.com/participatory-design