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Pen & paper techniques for
getting from research to design
Kate Rutter kate@adaptivepath.com

BayCHI | June 9, 2009
we are
A little about me…


                                Kate R.
                                I’m a designer and strategist.
                                Making things visible and visual
                                makes my heart sing.


Adaptive Path
 Adaptive Path is a User Experience strategy and design consultancy.
 Our mission is to help companies make products and services that
 deliver great experiences that improve people’s lives.
First, a story...


BIG opportunity space




                                       large shifting team




                        money & time
                         constraints
So here’s what we did:
And it was awesome.
             Compelling insights

  Shared understanding
           New perspectives

  Clear implications for design
What made it work?
        Visual approach
        activated a different
        way of working               Pen & paper tools
                                     were accessible 
                                     and fast



                                Concepts hinged
  The insights carried
                                directly to design
        from research          implications
           into design
Why work visually?
                       Pictures
  Visual ideas     communicate a     Images help
  get through      more complete     groups move
        faster       idea          faster...together




So that the resulting designs
reflect the people
and their needs.
How could we do this again?
We’ll cover…
                  What you need to get started :
                  tools  techniques




                         A simple method


                                         activities!




               A way to take this home with you.
Warm-up

          INSTRUCTIONS


          Make a nameplate.
          1.  On a piece of paper write your name in a
              way that communicates something
              about who you are.
          2.  Then make a sketch of some kind that
              says something about you.
          3.  Do it in 2 minutes.
Your toolkit
   Surfaces                         Utensils
        1/2 sheets
    squares  quarters
                                    sharpies


         stickies               markers

    sheets
                                  colored pencils
         templates

                         colored chalks
   poster board


     rolls of paper               crayons!
Your toolkit
        Marks

  WORDS                    LINES         PICTURES

    case                                      symbols
    case
                   weight
    Case
    CASE
lettering
                    texture
                                      icons



                                     drawings
  Takes only
 seconds more
 than writing!   shading
Your toolkit
       Layouts                          And also...
centered                                size
                          list




                          cluster              shape
   grid

                 linear

                                      color
tree
                            radiant
process: see

Here is our process
Transcripts
                           Jotting
Note taking

  Coding

Spreadsheets


               And more!
Jotting


           Jotting breaks down
          observations into their
           most elemental parts 
          and captures the weight
               of each idea.
The scenario:


  You are a researcher on a project
  to develop innovative solutions
  for common household
  organization problems.

  You’ll practice jotting items from a
  short clip of an interview, using pen
   paper tools. Try to capture the
  emotional energy along with key
  messages.
min]

Activity

                                       INSTRUCTIONS
     I love to come home after a
 long day. When I get here, it just
 feels like this is the place I can    Jot what you observe.
 hide from the world, or recover,
                                       1.  Read this quote from a user
 or just be alone. It's all my stuff       interview.
 and everything is where I want
 it. It's like a nest. Well,           2.  As you read, jot any significant
 sometimes it’s a nest. But                ideas or themes that you observe.
 sometimes it's more like a            3.  Jot one observation per
 project. There's always                   piece of paper.
 something that needs to be
                                       4.  Do it in 2 minutes.
 done.
Activity

           INSTRUCTIONS


           Let’s jot an audio transcript.
           1.  Now, listen to this three-minute
               transcript.
           2.  As you listen, jot what you observe.
           3.  Use line weight, color, and imagery
               to distinguish the big themes from
               the smaller ideas.
           4.  Do it in 5 minutes.
next?



What do we do
with all these
pieces of paper?
Relationship
  Models

Word Sort                  Theme
                           Boards
Bottom-up
 Sorting

Affinity Diagrams


Clustering     And more!
Theme Boards
Theme Boards

                Theme boards display
               the results of synthesis. 
               They show the patterns
                and themes that act 
                  as a bridge to the
                   design process.
Reports

Presentations
                            Concept
Storyboards                 Sketches
  Decks
  Books
Video Reels

Personas
                And more!
Concept Sketching


                    Concept sketches capture
                      a story, illustrate the
                    relationships of elements,
                    or a communicate a core
                       set of related ideas.
Handy visual layouts

   Mind Maps                               2 x 2s
                       Graphs




      Grids                     Mandalas
Bringing it all together

                     Use the concept
                     sketches, jots 
                  supplemental material
                    to craft stories and
                  implications for design.
Hinge from
research…




             …to design
From concept sketch…   … to storyboard
From concept sketch…   … to information architecture
From concept sketch…   … to interface prototype
What we covered....
                 What you need to get started :
                 tools  techniques




                        A simple method


                                        activities!




              A way to take this home with you.
THINK ABOUT...



What 3 things can
you start using
tomorrow?
GETTING THE GOODS


Download the workbook  deck from:
• www.intelleto.com (after Friday!)


               Kate Rutter kate@adaptivepath.com

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Penandpapertools

  • 1. Pen & paper techniques for getting from research to design Kate Rutter kate@adaptivepath.com BayCHI | June 9, 2009
  • 2. we are A little about me… Kate R. I’m a designer and strategist. Making things visible and visual makes my heart sing. Adaptive Path Adaptive Path is a User Experience strategy and design consultancy. Our mission is to help companies make products and services that deliver great experiences that improve people’s lives.
  • 3. First, a story... BIG opportunity space large shifting team money & time constraints
  • 5. And it was awesome. Compelling insights Shared understanding New perspectives Clear implications for design
  • 6. What made it work? Visual approach activated a different way of working Pen & paper tools were accessible and fast Concepts hinged The insights carried directly to design from research implications into design
  • 7. Why work visually? Pictures Visual ideas communicate a Images help get through more complete groups move faster idea faster...together So that the resulting designs reflect the people and their needs.
  • 8. How could we do this again?
  • 9. We’ll cover… What you need to get started : tools techniques A simple method activities! A way to take this home with you.
  • 10. Warm-up INSTRUCTIONS Make a nameplate. 1.  On a piece of paper write your name in a way that communicates something about who you are. 2.  Then make a sketch of some kind that says something about you. 3.  Do it in 2 minutes.
  • 11. Your toolkit Surfaces Utensils 1/2 sheets squares quarters sharpies stickies markers sheets colored pencils templates colored chalks poster board rolls of paper crayons!
  • 12. Your toolkit Marks WORDS LINES PICTURES case symbols case weight Case CASE lettering texture icons drawings Takes only seconds more than writing! shading
  • 13. Your toolkit Layouts And also... centered size list cluster shape grid linear color tree radiant
  • 14. process: see Here is our process
  • 15. Transcripts Jotting Note taking Coding Spreadsheets And more!
  • 16. Jotting Jotting breaks down observations into their most elemental parts and captures the weight of each idea.
  • 17. The scenario: You are a researcher on a project to develop innovative solutions for common household organization problems. You’ll practice jotting items from a short clip of an interview, using pen paper tools. Try to capture the emotional energy along with key messages.
  • 18. min] Activity INSTRUCTIONS I love to come home after a long day. When I get here, it just feels like this is the place I can Jot what you observe. hide from the world, or recover, 1.  Read this quote from a user or just be alone. It's all my stuff interview. and everything is where I want it. It's like a nest. Well, 2.  As you read, jot any significant sometimes it’s a nest. But ideas or themes that you observe. sometimes it's more like a 3.  Jot one observation per project. There's always piece of paper. something that needs to be 4.  Do it in 2 minutes. done.
  • 19. Activity INSTRUCTIONS Let’s jot an audio transcript. 1.  Now, listen to this three-minute transcript. 2.  As you listen, jot what you observe. 3.  Use line weight, color, and imagery to distinguish the big themes from the smaller ideas. 4.  Do it in 5 minutes.
  • 20. next? What do we do with all these pieces of paper?
  • 21. Relationship Models Word Sort Theme Boards Bottom-up Sorting Affinity Diagrams Clustering And more!
  • 23. Theme Boards Theme boards display the results of synthesis. They show the patterns and themes that act as a bridge to the design process.
  • 24. Reports Presentations Concept Storyboards Sketches Decks Books Video Reels Personas And more!
  • 25. Concept Sketching Concept sketches capture a story, illustrate the relationships of elements, or a communicate a core set of related ideas.
  • 26. Handy visual layouts Mind Maps 2 x 2s Graphs Grids Mandalas
  • 27. Bringing it all together Use the concept sketches, jots supplemental material to craft stories and implications for design.
  • 28. Hinge from research… …to design
  • 29. From concept sketch… … to storyboard
  • 30. From concept sketch… … to information architecture
  • 31. From concept sketch… … to interface prototype
  • 32. What we covered.... What you need to get started : tools techniques A simple method activities! A way to take this home with you.
  • 33. THINK ABOUT... What 3 things can you start using tomorrow?
  • 34. GETTING THE GOODS Download the workbook deck from: • www.intelleto.com (after Friday!) Kate Rutter kate@adaptivepath.com