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Designing The Problem 
Steve Portigal 
@steveportigal 
1
Click to edit Master title style 
Designing the Problem ‹#› Portigal
Click to edit Master title style 
The User Research Dichotomy 
Designing the Problem ‹#› Portigal
CGleicnke troa teivdeit aMnads Etevra tliutlaet isvteyle 
Study people to generate 
new ideas 
Show solutions to people 
to evaluate if they are 
desirable, usable, useful 
Designing the Problem ‹#› Portigal
CGleicnke troa teivdeit aMnads Etevra tliutlaet isvteyle 
Study people to generate 
new ideas 
Ethnography! 
Show solutions to people 
to evaluate if they are 
desirable, usable, useful 
Usability Testing! 
Designing the Problem ‹#› Portigal
CMleictkh otod se dMita Myhaesmter title style 
(L) Steve Mulder, (R) Liz Sanders 
Designing the Problem ‹#› Portigal
IC tlhicinkk t oa beoduitt Mit alisktee rt htiitsle style 
Study people to generate 
new ideas 
Show solutions to people 
to evaluate if they are 
desirable, usable, useful 
Learning about people’s 
behaviors, beliefs, goals, etc. 
will help you find opportunities 
to innovate and reveal if you 
are on the right track so far. 
Designing the Problem ‹#› Portigal
TChlicek d tioff eerdeint cMea bsetetwr teitelen stetyslteing and exploring 
Avoid asking “Do you like this?” 
Don’t show your best guess at 
a solution; instead identify 
provocative examples to 
surface hidden desires and 
expectations 
Image from Roberto and Worth1000.com 
Designing the Problem ‹#› Portigal
IC wlicoku ltdo leodviet …Master title style 
Designing the Problem ‹#› Portigal
Click to edit Master title style 
What Design Can Do 
Designing the Problem ‹#› Portigal
CMlaickke t oIt eLdoiot kM Gaosotedr title style 
Designing the Problem ‹#› Portigal
CMlaickke t oIt eUdsiat bMleaster title style 
Designing the Problem ‹#› Portigal
CMlaickke t oIn efodrimt Mataiosnte Dr etitlilgeh sttfyulle 
Designing the Problem ‹#› Portigal
CMlaickke t oA ne dEixt pMearsietnerc eti tDlee slitgyhletful 
Designing the Problem ‹#› Portigal
ECxlicpklo troe eHdoitw M Ita Cstoeur ltdit lBe estyle 
Designing the Problem ‹#› Portigal
ECxlicpklo troe eWdhit aMt aIts Cteoru tlidtl eB setyle 
Designing the Problem ‹#› Portigal
CRleicfrka tmoe e dWith Mo aWstee rA trietle style 
Designing the Problem ‹#› Portigal
ICnlnicokv taot ee*dit Master title style 
Use design 
to connect with 
Products 
Services 
Experiences 
Brand 
who we are 
Values 
Passions 
Talent 
what people are about 
Needs 
Values 
Beliefs 
Desires 
* Without worrying too much about defining that word 
Designing the Problem ‹#› Portigal
CMlaictku rtioty e Mdoit dMeal ster title style 
Jess McMullin 
Designing the Problem ‹#› Portigal
Click to edit Master title style 
Do User Research 
Designing the Problem ‹#› Portigal
SCplicekn dto t iemdeit wMiaths tpeer otiptllee style 
Designing the Problem ‹#› Portigal
CDloicnk’t tloo oekd itto M thaesmte rf otirt ldee sstyiglen solutions 
Designing the Problem ‹#› Portigal
CDlriicvke tdoe ecdisiti oMnas swteitrh t iitnles isgthytle 
Designing the Problem ‹#› Portigal
TChlicek r etos oeudrict eMsa csotenrv teitrlsea stitoynle 
2–3 weeks 2–3 weeks 2–3 weeks 
Who do you 
want to talk 
to? 
What do you 
want to do 
with them? 
Fieldwork 
Do 
something 
with the data! 
Screening criteria, 
recruiting 
Methodology, field 
guide, stimuli 
Analysis, 
synthesis, design 
Interviews, self-reporting, 
debriefs 
Designing the Problem ‹#› Portigal
PCllaicnk ftoor etrdaitd Meoafsfster title style 
Who do you 
want to talk 
to? 
1 day 1 day 2 days 
What do you 
want to do 
with them? 
Fieldwork 
Do 
something 
with the data! 
Who can you get? 
Co-workers, 
intercepts on the 
street 
Wide-eyed 
observation, 
winging it 
Small sample, Debrief 
massively parallel 
data gathering 
Designing the Problem ‹#› Portigal
TChlicisk i ston ’et daibt oMuat sgteetrt itnitgle p setyrmleission 
Designing the Problem ‹#› Portigal
YColicuk a troe endoitt Myoausrt eurs etitrlse style 
Designing the Problem ‹#› Portigal
Yes you can 
Click to edit Master title style 
Discount code ISA14BA 
Resources, presentations and to purchase 
http://rosenfeldmedia.com/books/interviewing-users/ 
Designing the Problem ‹#› Portigal
Click to edit Master title style 
It’s About Us 
Designing the Problem ‹#› Portigal
ICnldicivki dtou aeldlyit (Mskailslste) ra tnitdle c sotlylelectively (culture) 
Designing the Problem ‹#› Portigal
CWliec kc aton eddeivt eMloaps toeur rt iotlwe ns t“ypleresence” 
Being aware of 
and connected 
to the present 
moment - and 
only the present 
moment. 
Designing the Problem ‹#› Portigal
CWliec kc aton eddeivt eMloaps toeur rt iotlwe ns t“ypleresence” 
Being aware of 
your own 
thoughts and 
feelings…so you 
can make 
choices about 
how to act 
Being aware of 
and connected 
to the present 
moment - and 
only the present 
moment. 
Designing the Problem ‹#› Portigal
SCeliclfk-a two aerdeint eMsass itse ra tmitleu ssctylele that grows with time 
Why Self-Awareness Is the Secret Weapon for 
Habit Change – 99U, Aug 13, 2014 
It’s human nature to first experience and 
then explain. Catching ourselves before we 
engage in our typical default reactions is one 
of the greatest challenges of our lives, but 
when done relentlessly and with discipline 
and moments of reflection, mindfulness 
ensues. The pursuit of self-awareness is 
difficult and requires dedication. 
http://99u.com/30437 
Designing the Problem ‹#› Portigal
TChlicisk i sto i medpiot rMtaanstt etor utitsle style 
Designing the Problem ‹#› Portigal
SCelicvke nto A ettditiut dMeass otef rM tiitnled fsutlynleess 
Non-judging We bring our own ideas to a situation. We can notice our own 
thoughts but not act on them. 
Patience Things happen in their own way and in their own time. 
Beginner’s Mind Approach a situation having let go of what we already think we 
“know.” 
Trust Look to yourself – even if you make mistakes – rather than outside 
yourself. 
Non-striving Not trying to make things different but just allowing them to be as 
they are. 
Acceptance Seeing things as they are, now. 
Letting Go/Non-attachment Not holding on to how you want things to be. 
Adapted from Full Catastrophe Living by Jon Kabat-Zinn 
Designing the Problem ‹#› Portigal
ICnl iicnkte torv eiedwits M, tahset e“er xtiptlleo dsitnygle questions” 
• Wait until these issues come up 
organically, without having to ask 
• Make notes on your field guide 
about what you want to loop back 
to so you don’t forget 
• Triage based on what’s most 
pressing for your topic 
• Triage based on what makes the 
best follow-up, to demonstrate 
listening – e.g., emotional cues 
Designing the Problem ‹#› Portigal
ECmlicpka ttoh yedit Master title style 
Designing the Problem ‹#› Portigal
CMliincdk ftuoln eedsist Manads teemr tpitalet hsytyle 
An Appeal to Our Inner Judge – NYT, Aug 2, 2014 
Recognize and accept that you have biases. 
Develop the capacity to observe yourself in 
action and to notice when certain people or 
circumstances serve as triggers. 
Learning to slow down decision-making, 
especially when it affects other people, can 
help reduce the impact of bias. This can be 
particularly important when we are in 
circumstances that make us feel awkward or 
uncomfortable. 
http://nyti.ms/1xZb4vw 
Designing the Problem ‹#› Portigal
CMliincdk ftuoln eedsist Manads teemr tpitalet hsytyle 
No Time to Think – NYT, July 25, 2014 
Studies suggest that [a lack of presence] 
impairs your ability to empathize with 
others. “The more in touch with my own 
feelings and experiences, the richer and 
more accurate are my guesses of what 
passes through another person’s mind. 
Feeling what you feel is an ability that 
atrophies if you don’t use it.” 
http://nyti.ms/1pzBHFt 
Designing the Problem ‹#› Portigal
CWliec ka rteo beoduit nMda bsyte oru trit laes sptiyraletions/inspirations 
We think we know what 
the solution is. 
We think we know what 
other people are about. 
We can’t hear them. 
We design for our 
“vision” not for their 
needs. 
Designing the Problem ‹#› Portigal
CWlihcakt tAob eoduitt MChaasntegri ntigtl eC sutlytulere? 
To start a culture change we need to do two things: 
1. Do dramatic story-worthy things that represent the 
culture we want to create. Then let other people tell stories 
about it. 
2. Find other people who do story-worthy things that 
represent the culture we want to create. Then tell stories 
about them. 
We can change our stories and be changed by them. 
From A Good Way to Change a Corporate Culture by Peter Bregman 
http://bit.ly/1EbDo0S 
Designing the Problem ‹#› Portigal
CWlihcakt tAob eoduitt MChaasntegri ntigtl eC sutlytulere? 
Flickr user dougbelshaw 
Designing the Problem ‹#› Portigal
CHleicrek’ sto w ehdaitt MI’da slitkeer ttoit leyo suty tlaeke away 
Use design 
to connect with 
Products 
Services 
Experiences 
Brand 
who we are 
Values 
Passions 
Talent 
what people are about 
Needs 
Values 
Beliefs 
Desires 
Designing the Problem ‹#› Portigal
Click to edit Master title style 
Thank you! 
Portigal Consulting 
www.portigal.com 
@steveportigal 
steve@portigal.com 
+1-415-894-2001 
Designing the Problem ‹#› Portigal
No deje de completar su evaluación online 
isa.ixda.org/encuesta 
¡Muchas gracias! 
Designing the Problem 
Steve Portigal

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Designing The Problem

  • 1. Designing The Problem Steve Portigal @steveportigal 1
  • 2. Click to edit Master title style Designing the Problem ‹#› Portigal
  • 3. Click to edit Master title style The User Research Dichotomy Designing the Problem ‹#› Portigal
  • 4. CGleicnke troa teivdeit aMnads Etevra tliutlaet isvteyle Study people to generate new ideas Show solutions to people to evaluate if they are desirable, usable, useful Designing the Problem ‹#› Portigal
  • 5. CGleicnke troa teivdeit aMnads Etevra tliutlaet isvteyle Study people to generate new ideas Ethnography! Show solutions to people to evaluate if they are desirable, usable, useful Usability Testing! Designing the Problem ‹#› Portigal
  • 6. CMleictkh otod se dMita Myhaesmter title style (L) Steve Mulder, (R) Liz Sanders Designing the Problem ‹#› Portigal
  • 7. IC tlhicinkk t oa beoduitt Mit alisktee rt htiitsle style Study people to generate new ideas Show solutions to people to evaluate if they are desirable, usable, useful Learning about people’s behaviors, beliefs, goals, etc. will help you find opportunities to innovate and reveal if you are on the right track so far. Designing the Problem ‹#› Portigal
  • 8. TChlicek d tioff eerdeint cMea bsetetwr teitelen stetyslteing and exploring Avoid asking “Do you like this?” Don’t show your best guess at a solution; instead identify provocative examples to surface hidden desires and expectations Image from Roberto and Worth1000.com Designing the Problem ‹#› Portigal
  • 9. IC wlicoku ltdo leodviet …Master title style Designing the Problem ‹#› Portigal
  • 10. Click to edit Master title style What Design Can Do Designing the Problem ‹#› Portigal
  • 11. CMlaickke t oIt eLdoiot kM Gaosotedr title style Designing the Problem ‹#› Portigal
  • 12. CMlaickke t oIt eUdsiat bMleaster title style Designing the Problem ‹#› Portigal
  • 13. CMlaickke t oIn efodrimt Mataiosnte Dr etitlilgeh sttfyulle Designing the Problem ‹#› Portigal
  • 14. CMlaickke t oA ne dEixt pMearsietnerc eti tDlee slitgyhletful Designing the Problem ‹#› Portigal
  • 15. ECxlicpklo troe eHdoitw M Ita Cstoeur ltdit lBe estyle Designing the Problem ‹#› Portigal
  • 16. ECxlicpklo troe eWdhit aMt aIts Cteoru tlidtl eB setyle Designing the Problem ‹#› Portigal
  • 17. CRleicfrka tmoe e dWith Mo aWstee rA trietle style Designing the Problem ‹#› Portigal
  • 18. ICnlnicokv taot ee*dit Master title style Use design to connect with Products Services Experiences Brand who we are Values Passions Talent what people are about Needs Values Beliefs Desires * Without worrying too much about defining that word Designing the Problem ‹#› Portigal
  • 19. CMlaictku rtioty e Mdoit dMeal ster title style Jess McMullin Designing the Problem ‹#› Portigal
  • 20. Click to edit Master title style Do User Research Designing the Problem ‹#› Portigal
  • 21. SCplicekn dto t iemdeit wMiaths tpeer otiptllee style Designing the Problem ‹#› Portigal
  • 22. CDloicnk’t tloo oekd itto M thaesmte rf otirt ldee sstyiglen solutions Designing the Problem ‹#› Portigal
  • 23. CDlriicvke tdoe ecdisiti oMnas swteitrh t iitnles isgthytle Designing the Problem ‹#› Portigal
  • 24. TChlicek r etos oeudrict eMsa csotenrv teitrlsea stitoynle 2–3 weeks 2–3 weeks 2–3 weeks Who do you want to talk to? What do you want to do with them? Fieldwork Do something with the data! Screening criteria, recruiting Methodology, field guide, stimuli Analysis, synthesis, design Interviews, self-reporting, debriefs Designing the Problem ‹#› Portigal
  • 25. PCllaicnk ftoor etrdaitd Meoafsfster title style Who do you want to talk to? 1 day 1 day 2 days What do you want to do with them? Fieldwork Do something with the data! Who can you get? Co-workers, intercepts on the street Wide-eyed observation, winging it Small sample, Debrief massively parallel data gathering Designing the Problem ‹#› Portigal
  • 26. TChlicisk i ston ’et daibt oMuat sgteetrt itnitgle p setyrmleission Designing the Problem ‹#› Portigal
  • 27. YColicuk a troe endoitt Myoausrt eurs etitrlse style Designing the Problem ‹#› Portigal
  • 28. Yes you can Click to edit Master title style Discount code ISA14BA Resources, presentations and to purchase http://rosenfeldmedia.com/books/interviewing-users/ Designing the Problem ‹#› Portigal
  • 29. Click to edit Master title style It’s About Us Designing the Problem ‹#› Portigal
  • 30. ICnldicivki dtou aeldlyit (Mskailslste) ra tnitdle c sotlylelectively (culture) Designing the Problem ‹#› Portigal
  • 31. CWliec kc aton eddeivt eMloaps toeur rt iotlwe ns t“ypleresence” Being aware of and connected to the present moment - and only the present moment. Designing the Problem ‹#› Portigal
  • 32. CWliec kc aton eddeivt eMloaps toeur rt iotlwe ns t“ypleresence” Being aware of your own thoughts and feelings…so you can make choices about how to act Being aware of and connected to the present moment - and only the present moment. Designing the Problem ‹#› Portigal
  • 33. SCeliclfk-a two aerdeint eMsass itse ra tmitleu ssctylele that grows with time Why Self-Awareness Is the Secret Weapon for Habit Change – 99U, Aug 13, 2014 It’s human nature to first experience and then explain. Catching ourselves before we engage in our typical default reactions is one of the greatest challenges of our lives, but when done relentlessly and with discipline and moments of reflection, mindfulness ensues. The pursuit of self-awareness is difficult and requires dedication. http://99u.com/30437 Designing the Problem ‹#› Portigal
  • 34. TChlicisk i sto i medpiot rMtaanstt etor utitsle style Designing the Problem ‹#› Portigal
  • 35. SCelicvke nto A ettditiut dMeass otef rM tiitnled fsutlynleess Non-judging We bring our own ideas to a situation. We can notice our own thoughts but not act on them. Patience Things happen in their own way and in their own time. Beginner’s Mind Approach a situation having let go of what we already think we “know.” Trust Look to yourself – even if you make mistakes – rather than outside yourself. Non-striving Not trying to make things different but just allowing them to be as they are. Acceptance Seeing things as they are, now. Letting Go/Non-attachment Not holding on to how you want things to be. Adapted from Full Catastrophe Living by Jon Kabat-Zinn Designing the Problem ‹#› Portigal
  • 36. ICnl iicnkte torv eiedwits M, tahset e“er xtiptlleo dsitnygle questions” • Wait until these issues come up organically, without having to ask • Make notes on your field guide about what you want to loop back to so you don’t forget • Triage based on what’s most pressing for your topic • Triage based on what makes the best follow-up, to demonstrate listening – e.g., emotional cues Designing the Problem ‹#› Portigal
  • 37. ECmlicpka ttoh yedit Master title style Designing the Problem ‹#› Portigal
  • 38. CMliincdk ftuoln eedsist Manads teemr tpitalet hsytyle An Appeal to Our Inner Judge – NYT, Aug 2, 2014 Recognize and accept that you have biases. Develop the capacity to observe yourself in action and to notice when certain people or circumstances serve as triggers. Learning to slow down decision-making, especially when it affects other people, can help reduce the impact of bias. This can be particularly important when we are in circumstances that make us feel awkward or uncomfortable. http://nyti.ms/1xZb4vw Designing the Problem ‹#› Portigal
  • 39. CMliincdk ftuoln eedsist Manads teemr tpitalet hsytyle No Time to Think – NYT, July 25, 2014 Studies suggest that [a lack of presence] impairs your ability to empathize with others. “The more in touch with my own feelings and experiences, the richer and more accurate are my guesses of what passes through another person’s mind. Feeling what you feel is an ability that atrophies if you don’t use it.” http://nyti.ms/1pzBHFt Designing the Problem ‹#› Portigal
  • 40. CWliec ka rteo beoduit nMda bsyte oru trit laes sptiyraletions/inspirations We think we know what the solution is. We think we know what other people are about. We can’t hear them. We design for our “vision” not for their needs. Designing the Problem ‹#› Portigal
  • 41. CWlihcakt tAob eoduitt MChaasntegri ntigtl eC sutlytulere? To start a culture change we need to do two things: 1. Do dramatic story-worthy things that represent the culture we want to create. Then let other people tell stories about it. 2. Find other people who do story-worthy things that represent the culture we want to create. Then tell stories about them. We can change our stories and be changed by them. From A Good Way to Change a Corporate Culture by Peter Bregman http://bit.ly/1EbDo0S Designing the Problem ‹#› Portigal
  • 42. CWlihcakt tAob eoduitt MChaasntegri ntigtl eC sutlytulere? Flickr user dougbelshaw Designing the Problem ‹#› Portigal
  • 43. CHleicrek’ sto w ehdaitt MI’da slitkeer ttoit leyo suty tlaeke away Use design to connect with Products Services Experiences Brand who we are Values Passions Talent what people are about Needs Values Beliefs Desires Designing the Problem ‹#› Portigal
  • 44. Click to edit Master title style Thank you! Portigal Consulting www.portigal.com @steveportigal steve@portigal.com +1-415-894-2001 Designing the Problem ‹#› Portigal
  • 45. No deje de completar su evaluación online isa.ixda.org/encuesta ¡Muchas gracias! Designing the Problem Steve Portigal