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From Idea to Test
Rapidly explore concepts as a team
A Workshop by Nicole capuana
@ncapuana #UXWeek16
download tools we will use today
Download app for your
phone & create an
account at popapp.in
Usability scorecard
bit.ly/1IYbRXC
(that’s a capital I not a lower case L
between the 1 and Y)
Download and/or make a
copy of scorecard
@ncapuana #UXWeek16
hello!
@ncapuana #UXWeek16
I WORK ON A BOAT
@ncapuana #UXWeek16
Defined UX Standards for
Progressive
Built Software Design
Consultancy
Started Usability Program
for Fortune 500 Company
Teach Lean UX to high
schoolers
Lecturer & Contributor to
IOT class at Case Western
Reserve
& Evangelize Balanced Teams
@ncapuana #UXWeek16
PERFECTING PASTRAMI RECIPE
@ncapuana #UXWeek16
YOGA EVERY MONDAY IN AN AIRPORT
@ncapuana #UXWeek16
Today, You will practice:
Lean UX through rapid collaboration,
prototyping & testing with users
You will learn how:
• Co-creation in pairs speeds you up
• Design Studio Method generates & refines ideas
• Quickly you can make clickable prototype
• Testing ideas early is easy
@ncapuana #UXWeek16
Lean ux
Learn
build
measure
• Minimize waste
• Validate early
• Helps fit UX with Agile
• Iterative
@ncapuana #UXWeek16
whole team
• Great ideas come
from everyone
• Shared
understanding
• Empathy
• Cross-functional
• 100% dedicated
@ncapuana #UXWeek16
power of pairs
• Intense collaboration
• Co-creation speeds you up
• Build on the best ideas
• Pair on everything
@ncapuana #UXWeek16
case study
@ncapuana #UXWeek16
a better search tool
• Pair onsite for 2 weeks
• Interviews & observations
• Individual sketching for
rapid idea generation
• Combining best ideas
• Paper & clickable prototypes
• Test with users
Problem:
45% turnover of
consultants every year
Goal: reduce turnover rate with
better load balancing
@ncapuana #UXWeek16
@ncapuana #UXWeek16
@ncapuana #UXWeek16
using
scorecard
@ncapuana #UXWeek16
a better search tool
• MVP in 45 days
• Weekly releases puts
features into user’s hands
for ultimate feedback
• Continual process in
smaller loops
• Ongoing interviews,
observations, testing
outcome:
Turnover rate
decreasing
saved 82.5 days (every
year) with one feature
@ncapuana #UXWeek16
3 parts
ideate prototype test
@ncapuana #UXWeek16
You will want more time
(but constraints are good)
@ncapuana #UXWeek16
in real-life
customer development & user research would inform this process
@ncapuana #UXWeek16
Rules
1. Be open & curious
2. Respect one another
3. There are no bad ideas
@ncapuana #UXWeek16
Pair up
@ncapuana #UXWeek16
Chat
2 minutes to learn something about your partner
@ncapuana #UXWeek16
Create a simple
mobile app
Your own idea
- or -
• Grocery list app
• Period tracker
• Grill timer
• When to water the plants
• Pet medication tracker/
reminder
• Conference planner
@ncapuana #UXWeek16
Sample app
Comedian Timer App
A simple timer to help
comedians keep track of
how much time is left in
their set.
Try it: bit.ly/2aX76mC
@ncapuana #UXWeek16
What is design studio method?
• Rapidly generate ideas
• Time-boxed cycles of sketch, pitch, critique 

(5 - 2 - 3 minutes)
• Based on solving a user scenario or persona goal
• Just enough to convey the concept
• Everyone loves it
ideate
@ncapuana #UXWeek16
Sketching
• Determine as a team what you want to design
• Define a goal for your design concept
• Sketch screens - it doesn’t have to be the app in
it’s entirety but just a path that we can test
ideate
15 minutes total
5 minutes to
come up with
an idea
10 minutes to
sketch
@ncapuana #UXWeek16
Pitch
Find another team and pitch your app to them:
• what your app is
• what goals your users have and
• how you addressed those goals
ideate
2 minutes total
The other team should not speak
or ask questions, listen only
@ncapuana #UXWeek16
critique
Now get feedback from the team you pitched to.
Critiquer, share:
• 2-3 ways solves problem or meets goals
• 1-2 ways to improve
• It is NOT what you like
ideate
3 minutes total
The app team should not speak,
defend, or discuss - listen only
@ncapuana #UXWeek16
switch
@ncapuana #UXWeek16
Pitch
Find another team and pitch your app to them:
• what your app is
• what goals your users have and
• how you addressed those goals
ideate
2 minutes total
The other team should not speak
or ask questions, listen only
@ncapuana #UXWeek16
critique
Now get feedback from the team you pitched to.
Critiquer, share:
• 2-3 ways solves problem or meets goals
• 1-2 ways to improve
• It is NOT what you like
ideate
3 minutes total
The app team should not speak,
defend, or discuss - listen only
@ncapuana #UXWeek16
why prototype?
• Test early to validate direction
• Test your product’s riskiest assumptions
• Easy to do at varying levels of fidelity
• Tons of tools to help you test
• Get buy-in or understanding across the team &
stakeholders
prototype
Excellent review
of prototyping
tools by Cooper
cooper.com/
prototyping-tools
@ncapuana #UXWeek16
refine & build
• Based on feedback you got, make adjustments to your app
• Determine what you’d like to test - a simple task is best
• You may have to sketch a few more screens to complete a path
to test
• Download POP (if you haven’t already) and create your account
• Take photos of your sketches
• Upload screens & link together with hotspots
prototype
20 minutes total
POP app
popapp.in
@ncapuana #UXWeek16
time for a break
@ncapuana #UXWeek16
How to test with users?
• In-person preferred but remote is an option
• Informal or formal
• 4 people max - the test participant plus one moderator, one note taker, one
observer
• Set test objectives, create scripts, set up a scorecard
• Do a dry-run
• Don’t ask leading questions
• Consider having another UX person outside the project team to moderate
the test to reduce bias
test
@ncapuana #UXWeek16
Sample script
Objective: User can set and use a cue
timer
Scenario: 

You need to set up a cue timer for your
upcoming gig. You’ll have the stage for 5
minutes.
Your tasks:
• Launch the Stage Timer app and set up
your timer. You want to know when
you hit the 4 minute and 4:30 marks.
• Answer the facilitator’s questions.
test
For the facilitator:
• How do you create a new timer?
• How do you play/activate a timer?
• What do the colors mean?
@ncapuana #UXWeek16
Create test script
• Prepare a 5 minute test
• List your objective
• Create a task based scenario for your user
• List the moderator’s questions
test
5 minutes total
it should be a simple test
@ncapuana #UXWeek16
The scorecard
• A means to help get consensus & direction
• Does not replace other scoring like SUS, time on
task, success rate, etc.
• Binary scoring (0-1)
• Calculates a score for each action and an overall
score of the scenario - highlights opportunities for
improvement
test
Get a copy at 

bit.ly/1IYbRXC 

(that’s a capital I not a
lower case L between
the 1 and Y)
@ncapuana #UXWeek16
Set up Scorecard
• Make a copy of the scorecard and set it up for your
test bit.ly/1IYbRXC 

(that’s a capital I not a lower case L between the 1 and Y)
• Set up to score a few tasks, understanding,
navigation
test
5 minutes total
@ncapuana #UXWeek16
Time to test
• Find another team
• Each person will have a chance to be a moderator
and a note taker - decide who will do what this
round
• Each test is 5 minutes
• Switch team’s test
test
10 minutes total
@ncapuana #UXWeek16
Time to test - round 2
• Find a different team
• Switch the moderator and note taker roles
• Again,each test is 5 minutes
• Switch team’s test
test
10 minutes total
@ncapuana #UXWeek16
discuss findings
• Score the users on the scorecard
• Discuss what you observed
• Summarize the key ways your app worked and what
needs improvement
• If you were to do more, what would you do next? Is
there something you still need to explore? What do
you need answered?
test
10 minutes total
@ncapuana #UXWeek16
Show & Tell
@ncapuana #UXWeek16
Retro
What did you
learn?
What did you want
more help with?
How can this
workshop be
better?
One idea per post-it, write as many as you want then post
5 minutes
@ncapuana #UXWeek16
Learn More
Usability testing
• How to use SUS
• SUS Calculator
• How to combine UCD & Agile
• How to determine the right number of participants
Prototyping
• Five app prototyping tools compared Proto.io, Pixate, Origami, Framer &
Form
• How Prototyping is Replacing Documentation
• Vive le Prototype
• Building Clickthrough Prototypes To Support Participatory Design
• UX Case Study: Kill Bad Ideas with Rapid Prototyping
Lean UX
• The book
• Lean UX - getting out of the deliverables business
Design Studio Method
• The Design Studio Method - Todd Zaki Warfel (video)
• Design Studio: A Method for Concepting,Critique &
Iteration
Balanced Team
• balancedteam.org
great job!
I am happy to discuss and go into further
detail on any of the methods we used today.
Reach out via twitter or email me:
nicole.capuana at leandog.com
@ncapuana #UXWeek16

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From Idea To Test Workshop at UX Week 2016

  • 1. From Idea to Test Rapidly explore concepts as a team A Workshop by Nicole capuana
  • 2. @ncapuana #UXWeek16 download tools we will use today Download app for your phone & create an account at popapp.in Usability scorecard bit.ly/1IYbRXC (that’s a capital I not a lower case L between the 1 and Y) Download and/or make a copy of scorecard
  • 5. @ncapuana #UXWeek16 Defined UX Standards for Progressive Built Software Design Consultancy Started Usability Program for Fortune 500 Company Teach Lean UX to high schoolers Lecturer & Contributor to IOT class at Case Western Reserve & Evangelize Balanced Teams
  • 7. @ncapuana #UXWeek16 YOGA EVERY MONDAY IN AN AIRPORT
  • 8. @ncapuana #UXWeek16 Today, You will practice: Lean UX through rapid collaboration, prototyping & testing with users You will learn how: • Co-creation in pairs speeds you up • Design Studio Method generates & refines ideas • Quickly you can make clickable prototype • Testing ideas early is easy
  • 9. @ncapuana #UXWeek16 Lean ux Learn build measure • Minimize waste • Validate early • Helps fit UX with Agile • Iterative
  • 10. @ncapuana #UXWeek16 whole team • Great ideas come from everyone • Shared understanding • Empathy • Cross-functional • 100% dedicated
  • 11. @ncapuana #UXWeek16 power of pairs • Intense collaboration • Co-creation speeds you up • Build on the best ideas • Pair on everything
  • 13. @ncapuana #UXWeek16 a better search tool • Pair onsite for 2 weeks • Interviews & observations • Individual sketching for rapid idea generation • Combining best ideas • Paper & clickable prototypes • Test with users Problem: 45% turnover of consultants every year Goal: reduce turnover rate with better load balancing
  • 17. @ncapuana #UXWeek16 a better search tool • MVP in 45 days • Weekly releases puts features into user’s hands for ultimate feedback • Continual process in smaller loops • Ongoing interviews, observations, testing outcome: Turnover rate decreasing saved 82.5 days (every year) with one feature
  • 19. @ncapuana #UXWeek16 You will want more time (but constraints are good)
  • 20. @ncapuana #UXWeek16 in real-life customer development & user research would inform this process
  • 21. @ncapuana #UXWeek16 Rules 1. Be open & curious 2. Respect one another 3. There are no bad ideas
  • 23. @ncapuana #UXWeek16 Chat 2 minutes to learn something about your partner
  • 24. @ncapuana #UXWeek16 Create a simple mobile app Your own idea - or - • Grocery list app • Period tracker • Grill timer • When to water the plants • Pet medication tracker/ reminder • Conference planner
  • 25. @ncapuana #UXWeek16 Sample app Comedian Timer App A simple timer to help comedians keep track of how much time is left in their set. Try it: bit.ly/2aX76mC
  • 26. @ncapuana #UXWeek16 What is design studio method? • Rapidly generate ideas • Time-boxed cycles of sketch, pitch, critique 
 (5 - 2 - 3 minutes) • Based on solving a user scenario or persona goal • Just enough to convey the concept • Everyone loves it ideate
  • 27. @ncapuana #UXWeek16 Sketching • Determine as a team what you want to design • Define a goal for your design concept • Sketch screens - it doesn’t have to be the app in it’s entirety but just a path that we can test ideate 15 minutes total 5 minutes to come up with an idea 10 minutes to sketch
  • 28. @ncapuana #UXWeek16 Pitch Find another team and pitch your app to them: • what your app is • what goals your users have and • how you addressed those goals ideate 2 minutes total The other team should not speak or ask questions, listen only
  • 29. @ncapuana #UXWeek16 critique Now get feedback from the team you pitched to. Critiquer, share: • 2-3 ways solves problem or meets goals • 1-2 ways to improve • It is NOT what you like ideate 3 minutes total The app team should not speak, defend, or discuss - listen only
  • 31. @ncapuana #UXWeek16 Pitch Find another team and pitch your app to them: • what your app is • what goals your users have and • how you addressed those goals ideate 2 minutes total The other team should not speak or ask questions, listen only
  • 32. @ncapuana #UXWeek16 critique Now get feedback from the team you pitched to. Critiquer, share: • 2-3 ways solves problem or meets goals • 1-2 ways to improve • It is NOT what you like ideate 3 minutes total The app team should not speak, defend, or discuss - listen only
  • 33. @ncapuana #UXWeek16 why prototype? • Test early to validate direction • Test your product’s riskiest assumptions • Easy to do at varying levels of fidelity • Tons of tools to help you test • Get buy-in or understanding across the team & stakeholders prototype Excellent review of prototyping tools by Cooper cooper.com/ prototyping-tools
  • 34. @ncapuana #UXWeek16 refine & build • Based on feedback you got, make adjustments to your app • Determine what you’d like to test - a simple task is best • You may have to sketch a few more screens to complete a path to test • Download POP (if you haven’t already) and create your account • Take photos of your sketches • Upload screens & link together with hotspots prototype 20 minutes total POP app popapp.in
  • 36. @ncapuana #UXWeek16 How to test with users? • In-person preferred but remote is an option • Informal or formal • 4 people max - the test participant plus one moderator, one note taker, one observer • Set test objectives, create scripts, set up a scorecard • Do a dry-run • Don’t ask leading questions • Consider having another UX person outside the project team to moderate the test to reduce bias test
  • 37. @ncapuana #UXWeek16 Sample script Objective: User can set and use a cue timer Scenario: 
 You need to set up a cue timer for your upcoming gig. You’ll have the stage for 5 minutes. Your tasks: • Launch the Stage Timer app and set up your timer. You want to know when you hit the 4 minute and 4:30 marks. • Answer the facilitator’s questions. test For the facilitator: • How do you create a new timer? • How do you play/activate a timer? • What do the colors mean?
  • 38. @ncapuana #UXWeek16 Create test script • Prepare a 5 minute test • List your objective • Create a task based scenario for your user • List the moderator’s questions test 5 minutes total it should be a simple test
  • 39. @ncapuana #UXWeek16 The scorecard • A means to help get consensus & direction • Does not replace other scoring like SUS, time on task, success rate, etc. • Binary scoring (0-1) • Calculates a score for each action and an overall score of the scenario - highlights opportunities for improvement test Get a copy at 
 bit.ly/1IYbRXC 
 (that’s a capital I not a lower case L between the 1 and Y)
  • 40. @ncapuana #UXWeek16 Set up Scorecard • Make a copy of the scorecard and set it up for your test bit.ly/1IYbRXC 
 (that’s a capital I not a lower case L between the 1 and Y) • Set up to score a few tasks, understanding, navigation test 5 minutes total
  • 41. @ncapuana #UXWeek16 Time to test • Find another team • Each person will have a chance to be a moderator and a note taker - decide who will do what this round • Each test is 5 minutes • Switch team’s test test 10 minutes total
  • 42. @ncapuana #UXWeek16 Time to test - round 2 • Find a different team • Switch the moderator and note taker roles • Again,each test is 5 minutes • Switch team’s test test 10 minutes total
  • 43. @ncapuana #UXWeek16 discuss findings • Score the users on the scorecard • Discuss what you observed • Summarize the key ways your app worked and what needs improvement • If you were to do more, what would you do next? Is there something you still need to explore? What do you need answered? test 10 minutes total
  • 45. @ncapuana #UXWeek16 Retro What did you learn? What did you want more help with? How can this workshop be better? One idea per post-it, write as many as you want then post 5 minutes
  • 46. @ncapuana #UXWeek16 Learn More Usability testing • How to use SUS • SUS Calculator • How to combine UCD & Agile • How to determine the right number of participants Prototyping • Five app prototyping tools compared Proto.io, Pixate, Origami, Framer & Form • How Prototyping is Replacing Documentation • Vive le Prototype • Building Clickthrough Prototypes To Support Participatory Design • UX Case Study: Kill Bad Ideas with Rapid Prototyping Lean UX • The book • Lean UX - getting out of the deliverables business Design Studio Method • The Design Studio Method - Todd Zaki Warfel (video) • Design Studio: A Method for Concepting,Critique & Iteration Balanced Team • balancedteam.org
  • 47. great job! I am happy to discuss and go into further detail on any of the methods we used today. Reach out via twitter or email me: nicole.capuana at leandog.com @ncapuana #UXWeek16