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Participatory Design Workshop at the UX Strategies Summit 2015

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Susan Dybbs and Katie McCurdy co-led a workshop to help attendees at the UX Strategies Summit learn about Participatory Design. We led the group through exercises intended to help them understand what it is like to be a participant in a participatory design session, and then we helped them understand what went into that exercise and how to plan their own session. I've captured resources about participatory design, for anyone who is interested, here: http://katiemccurdy.com/participatory-design/

Veröffentlicht in: Design

Participatory Design Workshop at the UX Strategies Summit 2015

  1. 1. Participatory Design UX Strategies 2015
  2. 2. Katie McCurdy UX Designer & Researcher focusing on healthcare @katiemccurdy Susan Dybbs Head of Design Collective Health @dybbsy
  3. 3. Tell us your name, what you do, why you’re here
  4. 4. AGENDA +  What is Participatory Design, & how can I use it? +  Exercise 1 +  Break +  Exercise 2 +  ‘How to do it’ +  Reflect
  5. 5. WHY WE’RE HERE Designing without our end users just doesn’t work.
  6. 6. Participatory Design!
  7. 7. WE WANT YOU TO WALK AWAY WITH: +  Practical experience as a participant +  Excitement about participatory design +  Confidence to plan your own session
  8. 8. We want you to have fun!
  9. 9. WHAT Participatory design brings your end users into the design process, usually in a workshop format. Also called co-designing.
  10. 10. WHAT Can be used to help design digital or physical products…or services, workflows, systems, policies, etc.
  11. 11. WHY +  Research emotionally charged subject matter +  Uncover users needs and mental models
  12. 12. WHY Creative, hands-on process means you have amazing artifacts to refer to later
  13. 13. WHY Helps you find the real problems and make sure you’re designing the right thing
  14. 14. WHAT NOT Not about firing the designer and hiring users to design our products
  15. 15. IT’S ABOUT DESIGN OPPORTUNITIES Requirements, behaviors, roles, mental models, priorities
  16. 16. BUILDING EMPATHY Bringing the end user’s voice into our process, building deep empathy and collaboration
  17. 17. WHEN +  Beginning of a project +  Middle of a project
  18. 18. Preconditioning Participatory Session Conversation & Analysis HOW
  19. 19. 1EXERCISE
  20. 20. 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 1 2
  21. 21. EXAMPLE
  22. 22. What was your ER experience like?
  23. 23. 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
  24. 24. 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 1 2
  25. 25. EXAMPLE
  26. 26. THIS IS GOOD FOR Understanding users’ experience and mental models THIS IS NOT GOOD FOR Prioritizing features
  27. 27. 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
  28. 28. Take a break
  29. 29. 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
  30. 30. EXERCISE2
  31. 31. 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
  32. 32. 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 1 2
  33. 33. EXAMPLE
  34. 34. EXAMPLE
  35. 35. EXAMPLE
  36. 36. Participatory Session Conversation & Analysis Preconditioning Exercise +  Interview +  Walk-through/tour +  Survey +  Diary study
  37. 37. 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
  38. 38. 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
  39. 39. What did you learn?
  40. 40. THIS IS GOOD FOR Gathering information, hierarchy and experience needs THIS IS NOT GOOD FOR Creating a final design
  41. 41. OTHER EXAMPLES OF WHEN YOU MIGHT USE THIS METHOD: +  Envisioning your ideal collaboration tool +  …ideal travel app +  …ideal bra-fitting experience
  42. 42. Participatory Design: how to do it
  43. 43. There’s no perfect way
  44. 44. 1. UNDERSTAND YOUR GOALS +  What information do you need from participants? - Emotional, physical, task-based needs? - One point in time or spanning time?
  45. 45. 2. UNDERSTAND WHO SHOULD PARTICIPATE Photo credits: https://www.flickr.com/photos/nic/
  46. 46. 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
  47. 47. 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
  48. 48. 4. PLAN, PLAN, PLAN +  Down-to-the-minute session plan +  Be realistic with time +  Be on top of recruiting
  49. 49. 5. PREP EXERCISE MATERIALS +  ‘Just enough’ for personal expression +  Fewer options helps people work faster +  Cut-outs, stickers, tape, glue…?
  50. 50. 6. RESERVE A SPACE +  Re-arrangeable is good +  Walls to put up and review work +  Casual
  51. 51. 7. COME UP WITH AN A/V PLAN +  How will you capture the session? +  Photos, video +  (Something will go wrong-so plan for it)
  52. 52. 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?
  53. 53. 9. GET AN ASSISTANT +  Help take notes, ask & answer questions, deal with A/V issues, etc.
  54. 54. 10. DO A DRY RUN +  Helps you work out the kinks, make sure the session will go smoothly
  55. 55. 11. BE A CHECKLIST FREAK +  Week before +  Day before +  Day-of
  56. 56. 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
  57. 57. 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
  58. 58. 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?
  59. 59. 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 1 2
  60. 60. @dybbsy @katiemccurdy Thanks! katiemccurdy.com/participatory-des

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