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EPIC 2011



            INSPIRING CREATIVITY:
            Using participatory design to
            understand people’s desires and
            guide innovation
WHAT ARE
           1.  Introductions
WE DOING
TODAY?     2.  Overview of Participatory Design
           3.  Hands-on activities
               •  Review homework

               •  Discuss ideal experience

               •  Create ideal solution

           4.  Re ection
           5.  Next Steps
           6.  Conclusion
WHO ARE   Marty Gage
          VP Design Research
WE?       mgage@lextant.com



          Taylor Lies
          Design Research Director
          tlies@lextant.com



          Lindsey Messervy
          Design Research Associate
          lmesservy@lextant.com
WHAT         A new perspective on people’s inherent creativity that
SHOULD YOU   helps you move beyond ethnography
GET OUT OF
TODAY?       An appreciation for desired experiences; their the
             importance and usefulness

             A new research method you can add to your arsenal
WHAT DEFINES    A research and design method founded upon the idea of
                designing with people, not for them
PARTICIPATORY
DESIGN?
                A belief that all people can express what they want because
                they are inherently creative

                The use of exercises, tools, and stimuli to allow people to better
                express themselves

                Participants create something, not just talk or react;
                it may be an experience, a product, an environment, a process, etc.
WHY USE         People are inherently creative, but need help
PARTICIPATORY   expressing their creativity
DESIGN?
                Dreams, wishes, and future stories are important
                to understand but can be difficult to express

                The results are useful and relevant ideas and insights
                because the intended users generated them
WHAT DOES
PARTICIPATORY
DESIGN LOOK
LIKE?
HOW DOES IT
WORK ?
HOW DOES IT   PRIME    1.  SELF-DOCUMENT – Make participants aware of their current
                           experience by immersing themselves in it
WORK ?
                       2.  EXPRESS CURRENT – Allow them to describe current emotions
                           and experiences



              DREAM    3.  EXPRESS IDEAL – Allow them to describe the ideal emotions
                           and experiences
                       4.  CONTRAST CURRENT WITH IDEAL – Focus on improving their
                           experience in the future



              CREATE   5.  CREATE SOLUTION – Explore how the desired can be delivered
                       6.  DESCRIBE SOLUTION – Help them to discuss their ideal
Experience                     Thing
HOW DOES IT
WORK ?
              How do I feel today?          What does it do?




                                                                                Current
              What am I able to do?         How does it act?
              What is my experience like?   What is appealing?
                                            What issues exist?


              How do I want to feel?        What should it do?
              What might I do?              How should it act?




                                                                                Ideal
              What do I want my future      What should it look, feel, sound,
              experiences to be like?       taste, and smell like?
Experience    Thing
HOW DOES IT
WORK ?

              PRIME         PRIME




                                     Current
                                     Ideal
Experience   Thing
HOW DOES IT
WORK ?




                                    Current
              DREAM




                                    Ideal
Experience     Thing
HOW DOES IT
WORK ?




                                     Current
                           CREATE




                                     Ideal
1.  SELF-DOCUMENT – Make them aware of their current experience
HOW DO WE      •  Use moment capture to help participants quickly note when they think, feel, act, or
PRIME ?           interact with the research topic
               •  Use journaling to capture first thoughts and context. It also serves to get the participant
                  to begin to think about relevant current experiences.
               •  Always have the participant document their thinking, feeling, and what they wish for.
                  This prepares them for future activities and the interview.


            2.  EXPRESS CURRENT – Help them to discuss current emotions
               •  Use the homework activities to allow participants to document their current
                  experiences. Ensure there is a broad range of stimuli so as not to be leading and that
                  there are equal amounts of positive and negative stimuli.
ACTIVITY 1: PRIME
3.  EXPRESS IDEAL – Allow them to describe the ideal emotions and experiences
HOW DO WE
               •  Also, in the homework, use the collage activity to allow participants to document their ideal
DREAM ?           experiences.



            4.  CONTRAST CURRENT WITH IDEAL – Focus on improving their experience in
                the future
               •  Probe on each word and image stimuli to understand what it means to the participant.

               •  Start with the “current” part of the canvas and then move to the “ideal”. This enables the
                  participant to get the negative out of the way and focus on the positive.

               •  Get the participant in a dream-like state to capture the desired experience. Anything should
                  be possible – there should be no constraints or boundaries to what they desire.
HOW DO WE
DREAM ?
ACTIVITY 2: DREAM
5.  CREATE SOLUTION – Explore how the desired can be delivered
HOW DO WE
               •  Attribute activities use image, word, and sensory stimuli that serve to link ideal
CREATE?           experiences to product attribute metaphors.

               •  Use the summarized themes from the participant’s ideal experience to build out their
                  ideal solution.

               •  Once you are ready to present the sensory stimulus, lead with smells since this engages
                  the participant’s memory, directly links experiences to ‘things’, and allows them to really
                  ‘settle into’ a dream-like state.

               •  Allow the participant to place the actual stimulus piece on the canvas but you should
                  also place a sticker that represents the object on the canvas for data entry purposes.
6.  DESCRIBE SOLUTION – Help the participant discuss their ideal solution
HOW DO WE
               •  Once the canvas is built, ask the participant to designate boundaries between an clusters
CREATE?           or groups that exist. Try to understand what unites those stimuli as a group.

               •  Probe on each word and image stimuli to understand what it means to the participant.
                  Use the stimuli as tools to help understand their ideal solution and drive down to the
                  feature and attribute level.

               •  By the end of the activity, you should have a clear understanding of how a solution will
                  specifically provide the experience that the participant wants.
ACTIVITY 3: CREATE
WHAT DO      Questions?
YOU THINK,
SO FAR?      Comments?

             How do you think you could use participatory design?
WHAT DO WE
DO WITH THE
DATA?
WHAT DO WE
DO WITH THE
DATA?




Data Entry   Code & Normalize   Find Patterns   De ne Patterns   Identify Themes   Translate Findings
WHAT DO WE
DO WITH THE
DATA?




Data Entry   Code & Normalize   Find Patterns   De ne Patterns   Identify Themes   Translate Findings
Title                       Definition                                                                                            #
                            obligation to respond       I feel obligated to stop what ever I'm doing and respond to people no matter the situation                101
                            overly dependent            I rely heavily on my phone, I am lost and unable to manage without it                                     102
WHAT DO WE                  everything at fingertips    I am able to do anything on my phone, I'm as capable as I am at my desk (computer) plus some              103
                            direct functionality        I have immediate and direct access to what I need, every task is simple, easy and quick                   104
DO WITH THE                 customized for me           my phone is customized to my needs, I have the ability to make adjustments and personalizations
                                                        that are unique to me
                                                                                                                                                                  105

DATA?                       in control
                            contextually sensitive
                                                        I am in control of things that are going on in my life
                                                        my phone recognizes where I am and what I am doing and changes how it works and behaves
                                                                                                                                                                  106
                                                                                                                                                                  107
                            help when I need it         if something goes wrong with my phone I can immediately fix it with help                                  108
                            limit access                I can limit how much access people have to me so I can focus on what I am doing or who I am with          110
                            too accessible              I am too accessible to people and as a result I am always being interrupted at work and at home           111
                            simplified physical int.    physically using my phone is simple and effortless                                                        112
                            complex physical int.       physically using my phone is difficult and complex                                                        113
                            multi-tasks                 I am able to do multiple things at one time                                                               114
                            use full potential          I know everything my phone can do so I can use it to it's fullest potential                               115
                            unaware of potential        I don't know everything my phone can do and I am not sure if I am using it to its fullest                 116
                            accessible and responsive   I am accessible to everyone, I can be responsive to peoples needs, others can rely on me to get the       117
                                                        answers they need, and I am able to deal with things as they come
                            organized and on-track      my phone helps me make sure I am doing what I need to be doing and not missing a thing, it                118
                                                        organizes my life and my information so I don't have to remember everything
                            desk behavior               my desk usage and tendencies are…                                                                         127
                            work anywhere anytime       No matter where I am, I'm connected, accessible and able to get things done                               128




Data Entry   Code & Normalize          Find Patterns                De ne Patterns                  Identify Themes                      Translate Findings
ALL PARTICIPANTS
                           Powerful                 27   87%
                           Durable                  25   81%
                           Practical / Functional   25   81%

WHAT DO WE                 Comfortable
                           Sleek / Smooth
                           Professional / Serious
                                                    22
                                                    21
                                                    20
                                                         71%
                                                         68%
                                                         65%

DO WITH THE                Small / Compact
                           Unique / Different
                           Hip / Trendy
                                                    20
                                                    19
                                                    18
                                                         65%
                                                         61%
                                                         58%

DATA?                      Attractive

                           Discrete / Understated
                                                    17

                                                    16
                                                         55%

                                                         52%
                           Future / High-Tech       16   52%
                           Intelligent /
                           Responsive               16   52%
                           Reliable / Capable       16   52%
                           Timeless / Classic       15   48%
                           Fun / Exciting           14   45%
                           Luxurious / Expensive    14   45%
                           Relaxed / Casual         11   35%
                           Well constructed /
                           Designed                 11   35%
                           Intuitive / Easy         10   32%
                           Simple                   10   32%
                           Organize                  9   29%
                           Secure                    6   19%
                           Aggressive / Decisive     5   16%
                           Personal                  5   16%
                           Approachable              3   10%
                           Traditional               3   10%
                           Clean                     2    6%
                           Engaging                  2    6%
                           Sporty / Athletic         1    3%




Data Entry   Code & Normalize              Find Patterns       De ne Patterns   Identify Themes   Translate Findings
WHAT DO WE
DO WITH THE
DATA?




Data Entry   Code & Normalize   Find Patterns   De ne Patterns   Identify Themes   Translate Findings
WHAT DO WE
DO WITH THE
DATA?




Data Entry   Code & Normalize   Find Patterns   De ne Patterns   Identify Themes   Translate Findings
WHAT DO WE
DO WITH THE
DATA?




Data Entry   Code & Normalize   Find Patterns   De ne Patterns   Identify Themes   Translate Findings
WHAT WE      You can empower people to be more creative,
HOPE YOU     expressive, and articulate
TAKE AWAY
FROM TODAY   People can talk about the future experiences
             and solutions they want

             The ideas and insights that people generate
             themselves are very valuable
Marty Gage
VP Design Research
mgage@lextant.com




Taylor Lies
Design Research Director
tlies@lextant.com




Lindsey Messervy
Design Research Associate
lmesservy@lextant.com
WHAT
COMPANIES
ARE USING IT?

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Inspiring Creativity - EPIC 2011 - Lextant

  • 1. EPIC 2011 INSPIRING CREATIVITY: Using participatory design to understand people’s desires and guide innovation
  • 2. WHAT ARE 1.  Introductions WE DOING TODAY? 2.  Overview of Participatory Design 3.  Hands-on activities •  Review homework •  Discuss ideal experience •  Create ideal solution 4.  Re ection 5.  Next Steps 6.  Conclusion
  • 3. WHO ARE Marty Gage VP Design Research WE? mgage@lextant.com Taylor Lies Design Research Director tlies@lextant.com Lindsey Messervy Design Research Associate lmesservy@lextant.com
  • 4. WHAT A new perspective on people’s inherent creativity that SHOULD YOU helps you move beyond ethnography GET OUT OF TODAY? An appreciation for desired experiences; their the importance and usefulness A new research method you can add to your arsenal
  • 5. WHAT DEFINES A research and design method founded upon the idea of designing with people, not for them PARTICIPATORY DESIGN? A belief that all people can express what they want because they are inherently creative The use of exercises, tools, and stimuli to allow people to better express themselves Participants create something, not just talk or react; it may be an experience, a product, an environment, a process, etc.
  • 6. WHY USE People are inherently creative, but need help PARTICIPATORY expressing their creativity DESIGN? Dreams, wishes, and future stories are important to understand but can be difficult to express The results are useful and relevant ideas and insights because the intended users generated them
  • 9. HOW DOES IT PRIME 1.  SELF-DOCUMENT – Make participants aware of their current experience by immersing themselves in it WORK ? 2.  EXPRESS CURRENT – Allow them to describe current emotions and experiences DREAM 3.  EXPRESS IDEAL – Allow them to describe the ideal emotions and experiences 4.  CONTRAST CURRENT WITH IDEAL – Focus on improving their experience in the future CREATE 5.  CREATE SOLUTION – Explore how the desired can be delivered 6.  DESCRIBE SOLUTION – Help them to discuss their ideal
  • 10. Experience Thing HOW DOES IT WORK ? How do I feel today? What does it do? Current What am I able to do? How does it act? What is my experience like? What is appealing? What issues exist? How do I want to feel? What should it do? What might I do? How should it act? Ideal What do I want my future What should it look, feel, sound, experiences to be like? taste, and smell like?
  • 11. Experience Thing HOW DOES IT WORK ? PRIME PRIME Current Ideal
  • 12. Experience Thing HOW DOES IT WORK ? Current DREAM Ideal
  • 13. Experience Thing HOW DOES IT WORK ? Current CREATE Ideal
  • 14. 1.  SELF-DOCUMENT – Make them aware of their current experience HOW DO WE •  Use moment capture to help participants quickly note when they think, feel, act, or PRIME ? interact with the research topic •  Use journaling to capture first thoughts and context. It also serves to get the participant to begin to think about relevant current experiences. •  Always have the participant document their thinking, feeling, and what they wish for. This prepares them for future activities and the interview. 2.  EXPRESS CURRENT – Help them to discuss current emotions •  Use the homework activities to allow participants to document their current experiences. Ensure there is a broad range of stimuli so as not to be leading and that there are equal amounts of positive and negative stimuli.
  • 16. 3.  EXPRESS IDEAL – Allow them to describe the ideal emotions and experiences HOW DO WE •  Also, in the homework, use the collage activity to allow participants to document their ideal DREAM ? experiences. 4.  CONTRAST CURRENT WITH IDEAL – Focus on improving their experience in the future •  Probe on each word and image stimuli to understand what it means to the participant. •  Start with the “current” part of the canvas and then move to the “ideal”. This enables the participant to get the negative out of the way and focus on the positive. •  Get the participant in a dream-like state to capture the desired experience. Anything should be possible – there should be no constraints or boundaries to what they desire.
  • 19. 5.  CREATE SOLUTION – Explore how the desired can be delivered HOW DO WE •  Attribute activities use image, word, and sensory stimuli that serve to link ideal CREATE? experiences to product attribute metaphors. •  Use the summarized themes from the participant’s ideal experience to build out their ideal solution. •  Once you are ready to present the sensory stimulus, lead with smells since this engages the participant’s memory, directly links experiences to ‘things’, and allows them to really ‘settle into’ a dream-like state. •  Allow the participant to place the actual stimulus piece on the canvas but you should also place a sticker that represents the object on the canvas for data entry purposes.
  • 20. 6.  DESCRIBE SOLUTION – Help the participant discuss their ideal solution HOW DO WE •  Once the canvas is built, ask the participant to designate boundaries between an clusters CREATE? or groups that exist. Try to understand what unites those stimuli as a group. •  Probe on each word and image stimuli to understand what it means to the participant. Use the stimuli as tools to help understand their ideal solution and drive down to the feature and attribute level. •  By the end of the activity, you should have a clear understanding of how a solution will specifically provide the experience that the participant wants.
  • 22. WHAT DO Questions? YOU THINK, SO FAR? Comments? How do you think you could use participatory design?
  • 23. WHAT DO WE DO WITH THE DATA?
  • 24. WHAT DO WE DO WITH THE DATA? Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 25. WHAT DO WE DO WITH THE DATA? Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 26. Title Definition # obligation to respond I feel obligated to stop what ever I'm doing and respond to people no matter the situation 101 overly dependent I rely heavily on my phone, I am lost and unable to manage without it 102 WHAT DO WE everything at fingertips I am able to do anything on my phone, I'm as capable as I am at my desk (computer) plus some 103 direct functionality I have immediate and direct access to what I need, every task is simple, easy and quick 104 DO WITH THE customized for me my phone is customized to my needs, I have the ability to make adjustments and personalizations that are unique to me 105 DATA? in control contextually sensitive I am in control of things that are going on in my life my phone recognizes where I am and what I am doing and changes how it works and behaves 106 107 help when I need it if something goes wrong with my phone I can immediately fix it with help 108 limit access I can limit how much access people have to me so I can focus on what I am doing or who I am with 110 too accessible I am too accessible to people and as a result I am always being interrupted at work and at home 111 simplified physical int. physically using my phone is simple and effortless 112 complex physical int. physically using my phone is difficult and complex 113 multi-tasks I am able to do multiple things at one time 114 use full potential I know everything my phone can do so I can use it to it's fullest potential 115 unaware of potential I don't know everything my phone can do and I am not sure if I am using it to its fullest 116 accessible and responsive I am accessible to everyone, I can be responsive to peoples needs, others can rely on me to get the 117 answers they need, and I am able to deal with things as they come organized and on-track my phone helps me make sure I am doing what I need to be doing and not missing a thing, it 118 organizes my life and my information so I don't have to remember everything desk behavior my desk usage and tendencies are… 127 work anywhere anytime No matter where I am, I'm connected, accessible and able to get things done 128 Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 27. ALL PARTICIPANTS Powerful 27 87% Durable 25 81% Practical / Functional 25 81% WHAT DO WE Comfortable Sleek / Smooth Professional / Serious 22 21 20 71% 68% 65% DO WITH THE Small / Compact Unique / Different Hip / Trendy 20 19 18 65% 61% 58% DATA? Attractive Discrete / Understated 17 16 55% 52% Future / High-Tech 16 52% Intelligent / Responsive 16 52% Reliable / Capable 16 52% Timeless / Classic 15 48% Fun / Exciting 14 45% Luxurious / Expensive 14 45% Relaxed / Casual 11 35% Well constructed / Designed 11 35% Intuitive / Easy 10 32% Simple 10 32% Organize 9 29% Secure 6 19% Aggressive / Decisive 5 16% Personal 5 16% Approachable 3 10% Traditional 3 10% Clean 2 6% Engaging 2 6% Sporty / Athletic 1 3% Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 28. WHAT DO WE DO WITH THE DATA? Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 29. WHAT DO WE DO WITH THE DATA? Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 30. WHAT DO WE DO WITH THE DATA? Data Entry Code & Normalize Find Patterns De ne Patterns Identify Themes Translate Findings
  • 31. WHAT WE You can empower people to be more creative, HOPE YOU expressive, and articulate TAKE AWAY FROM TODAY People can talk about the future experiences and solutions they want The ideas and insights that people generate themselves are very valuable
  • 32. Marty Gage VP Design Research mgage@lextant.com Taylor Lies Design Research Director tlies@lextant.com Lindsey Messervy Design Research Associate lmesservy@lextant.com