1.
Visual Tools & Innovation Games
Getting everyone onto the same page
Ruven Gotz
Avanade
Michelle Caldwell
Avanade

2.
Low-tech social network
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3.
DIRECTOR &
REGIONAL LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com

4.
DIRECTOR &
NATIONAL LEAD
Ruven Gotz
ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng

5.
Agenda
Part 1
• Introduction
• Shared Understanding
• Innovation Games & Visual
Tools
• Soft Skills
• Requirements Gathering
• Bad Meetings
• Envisioning (Cover Story)
• Mapping
Break
Part 2
• Envisioning (IBIS Mapping)
• Analyze (Sailboat)
• Visual Design
• Wireframing
• Wrap Up

6.
Make a Connection & Build a Network

7.
SHARE 2012 | 7
Shared understanding

8.
SHARE 2012 | 8

9.
SHARE 2012 | 9

10.
SHARE 2012 | 10

11.
SHARE 2012 | 11

12.
SHARE 2012 | 12
Yes!
A bridge!

13.
Odds of
Success?

14.
SHARE 2012 | 14
Project
goes?

15.
SHARE 2012 | 15
Same
page

16.
SHARE 2012 | 16
Wicked
problems

17.
SHARE 2012 | 17
Hard
(but tame)
Wicked

18.
Guess what
SharePoint is…

19.
SHARE 2012 |
Usually a bunch
of people who all
have a different
idea of what
success looks like

20.
, won’t talk to each other

21.
Machiavelli (not exactly  )
It must be considered that there is nothing more difficult
to carry out nor more doubtful of success nor more
dangerous to handle than to initiate a new SharePoint
project; for the project team has enemies in all those
who profit by the old portal, and only lukewarm
defenders in all those who would profit by the new
portal; this lukewarmness arising partly from the
incredulity of mankind who does not truly believe in
anything new until they actually have experience of it.

22.
Dealing with humans
in tough circumstances

23.
Dealing with humans
in tough circumstances

24.
SHARE 2012 | 24

25.
How do gamestorming & visual
tools help?

26.
Involves People

27.
Egalitarian & Participatory
• Equal Opportunity to
Participate
• Success Depends on
Everyone get Involved

28.
Structured with Goals

29.
29
Time Bound

30.
Why they are valuable
• They involve a high level of emotion
• Alternative to traditional meeting format
• Real-time feedback
• Helps you discover the unknown
• Catalyst for consensus building
• Provides structure for Creative Chaos

31.
Putting it into action
Excellent facilitation means building your soft skills

32.
Soft Skills

33.
Confidence

34.
Listening

35.
Humor

36.
Brutal Honesty

37.
Requirements Gathering
Visual Tools and Games that can help with analysis

38.
Why is it so hard to get good requirements?

39.
The chicken and egg problem

40.
Requirements

41.
What makes something a
requirement?

42.
My three rules of SharePoint
1. Simplicity
2. Simplicity
3. Simplicity

43.
We can do that for $10

44.
We can do that for $1,000,000

45.
Too much focus on the detail…
How

46.
…and not enough on the destination
Why

47.
Roadblock: Bad meetings
Meetings & workshops take time, but are often ineffective

48.
The Facts

49.
11Million

50.
61.8
Meetings/month

51.
50%
Unproductive

52.
31 Hours wasted

53.
The Effects

54.
91%
Daydreaming

55.
96%
Miss Meetings

56.
95%
Miss parts of
meetings

57.
73%
Bring other work
to meetings

58.
39%
Fall Asleep

59.
Envisioning
Visual Tools and Games that can help with defining
Project Goals and Vision

60.
Envision
With cover Story

61.
Soooo…………. What is your vision for SharePoint?

62.
The object of the game
is to suspend all disbelief and
envision a future state that is
so stellar that it landed your
organization on the cover of a
well-known magazine.

63.
Cover:
Tells the story of
your big success

64.
Headline:
The Substance of the cover
story

65.
Sidebars:
Interesting facts about the
story

66.
Quotes:
Quotes from potential end
users of the solution

67.
Brainstorm:
Documenting initial ideas
– this is important!

68.
Images:
Supporting the
content with
illustrations

69.
Wrap Up
At the end of the time period, usually
an hour, get the groups to present
their cover story, essentially their
vision of SharePoint, to the rest of the
groups and then discuss.

70.
Game Setup
• Cover Story
Template
• Post-its
• Pens
• tape
•Facilitator (# depends
on size of group
•At least 3 participants
•A Scribe
•Camera (optional)

71.
Introduction to Mind Mapping

72.
Mapping for Navigation

73.
Mapping for Prioritization

74.
Mapping for Prioritization

75.
Mapping for Scoping

76.
1st Half Wrap Up
Don’t go away, we’ll be back for Part 2
ruven.gotz@avanade.com
spinsiders.com/ruveng
@ruveng
mary.m.caldwell@Avanade.com
shellecaldwell.com
@shellecaldwell

77.
Break

78.
Welcome to Part 2.
IBIS Mapping
A Grammar for Thinking

79.
Two books you must read

80.
What are wicked problems? (recap)
• You don’t really understand the problem until
you’ve developed the solution
• You don’t know when you’ve accomplished your goal
• Solutions are not right or wrong, they are just better
or worse
• Every wicked problem is unique
• Every solution to a wicked problem is a one-shot
operation
• You are dealing with social complexity

81.
Tools that can help

82.
IBIS Notation

83.
I use Mind Manager to express the same
notation

84.
Dialog mapping to capture argumentation

85.
Dialog mapping to capture argumentation

86.
Dialog mapping to capture argumentation

87.
Dialog mapping to capture argumentation

88.
Dialog mapping to capture argumentation

89.
Dialog mapping to capture argumentation

90.
Dialogue Mapping
for scoping

91.
Analyze with Sailboat

92.
The object of the game
Gain insight and understanding
into the current state of the
situation

93.
How to Play the game
•Draw and/or put up a boat
•Name the boat to represent the focus
area

94.
What is
dragging you
down?

95.
What can speed you up?

96.
Power Dot – Extra Bonus
•Give each participant a fixed # of dots
(time box the activity)
•Ask each participant to “vote” for their
highest priority pains and solutions
•Quickly analyze the results
•Discuss the results as a group

97.
How to Play the game
•Analyze voting
•Discuss the results as
a group

98.
Game Setup
• A BOAT !
• Post-its (various
colors)
• Pens
• tape
•Facilitator (# depends
on size of group
•At least 3 participants
•A Scribe
•Camera (optional)

99.
Visual Design
Card Sorting & Tree Testing

100.
What is Card Sorting?

101.
“Card sorting is a great, reliable,
inexpensive method for finding patterns
in how users would expect to find
content or functionality.”
- Donna Spencer
http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0

102.
What are the types of card sort?
Open & Closed

103.
Open card sorting process
Gerbil

104.
Results
Gerbil

105.
But not always what you expect
Ford
Gerbil

106.
But not always what you expect (2)
Ford
Gerbil

107.
Analysis
http://www.boxesandarrows.com/view/analyzing_card_sort_results_
with_a_spreadsheet_template

108.
What is Tree Testing?

109.
Formally Known as……..
Card-based Classification
Evaluation

110.
Step 1 – Create a set of menus based on draft
sitemap

111.
Methods for Tree Testing
Paper Or Online

112.
Step 2 – Develop Scenarios

113.
Creating effective scenarios
• You are planning a vacation and you want to know how
much leave you have left
• You need to book travel for work
• You are filling out a request for time off
• You are looking for a contact email/name for the helpdesk
• You have questions about your benefits

114.
Step 3 - Recruit

115.
Step 4 - Observe

116.
Step 5 - Analyze

117.
Step 7 - Repeat Create
Menu
Develop
Scenario
Recruit
Evaluate
Analyze
Repeat &
Optimize

118.
Wireframing

119.
I used to hate wireframing!

120.
A useless wireframe

121.
Way too
much work
Erik Swenson

122.
Balsamiq:
Just right

123.
Simple Wireframe

124.
Wrap Up

125.
Adapting the low-tech social network

126.
Products and Tools Referenced
• Mind Manager www.mindjet.com
• Xmind www.xmind.net
• Balsamiq www.balsamiq.com
• UserZoom www.userzoom.com
• Optimal Workshop www.optimalworkshop.com
• Card sort tools measuringuserexperience.com/CardSorting
• Boxes & Arrows boxesandarrows.com
• Gamestorming (book) www.gogamestorm.com
• Innovation Games www.innovationgames.com
• Dialogue Mapping cognexus.org
Thank You!

127.
Stay Connected!
ruven.gotz@avanade.com
spinsiders.com/ruveng
@ruveng
mary.m.caldwell@Avanade.com
shellecaldwell.com
@shellecaldwell