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I Hate Process. I Love Process
Why	
  designers	
  are	
  divided	
  about	
  process	
  &	
  what	
  to	
  do	
  about	
  it.	
  	
  




Joan Vermette, @jayeffvee
User Experience Consultant

E. Christina Persson, @christina_xd
Experience Design Director
E.	
  Chris9na	
  Persson	
     Joan	
  Verme>e	
  
@chris9na_xd	
                  @jayeffvee	
  
What	
  we’ll	
  talk	
  about	
  
•  The	
  Hate/Love	
  debate	
  over	
  process	
  
•  The	
  Intersec9on	
  
•  How	
  to	
  create	
  change	
  in	
  organiza9ons	
  to	
  get	
  what	
  we	
  need	
  
•  How	
  to	
  iden9fy	
  and	
  assess	
  our	
  own	
  orienta9on	
  and	
  skills	
  
Process	
  
I	
  Hate	
  Process.	
  




                       Kill	
  Bill.	
  Mo9on	
  Picture.	
  Directed	
  by	
  Quen9n	
  Taran9no.	
  Miramax	
  Films,	
  2003.	
  
I	
  Hate	
  Process.	
  
                                                         I	
  Love	
  Process.	
  




                       Kill	
  Bill.	
  Mo9on	
  Picture.	
  Directed	
  by	
  Quen9n	
  Taran9no.	
  Miramax	
  Films,	
  2003.	
  
So	
  what’s	
  the	
  right	
  answer?	
  
So	
  what’s	
  the	
  right	
  answer?	
  
It	
  depends.	
  
So	
  what’s	
  the	
  right	
  answer?	
  
It	
  depends.	
  .	
  .	
  .	
  like	
  anything	
  we	
  design.	
  
When	
  7	
  out	
  of	
  10	
  Americans	
  were	
  
asked	
  about	
  the	
  last	
  9me	
  9me	
  they	
  
felt	
  they	
  “had	
  to	
  have”	
  a	
  product,	
  	
  	
  
it	
  was	
  due	
  to	
  design.	
  
                              Kelton	
  Research	
  
                              Marty	
  Neumeier,	
  The	
  Designful	
  Company,	
  2009	
  	
  
47%	
  of	
  “rapidly	
  growing”	
  Bri9sh	
  
businesses	
  rank	
  design	
  first	
  among	
  
their	
  key	
  success	
  factors.	
  

                        Design	
  Council	
  study.	
  	
  
                        Marty	
  Neumeier,	
  The	
  Designful	
  Company,	
  2009	
  	
  
Plan	
  –	
  Define	
  -­‐-­‐	
  Develop	
  –	
  Extend	
  	
  
Gather	
  Assump9ons	
  &	
  Requirements	
  -­‐	
  Analyze	
  Compe99on	
  -­‐	
  Understand	
  Goals	
  &	
  Tasks	
  -­‐	
  Develop	
  Personas	
  &	
  Scenarios	
  -­‐	
  Build	
  Content	
  Model	
  -­‐	
  
Design	
  Informa9on	
  Architecture	
  -­‐	
  Priori9ze	
  Features	
  -­‐	
  Design	
  Interac9on	
  –	
  Prototypes	
  &	
  Pa>erns	
  –	
  Validate	
  Usability	
  
	
  
	
                    Define	
  the	
  problem	
  -­‐	
  Gather	
  per9nent	
  informa9on	
  -­‐	
  Generate	
  mul9ple	
  solu9ons	
  -­‐	
  
	
  
	
                    Analyze	
  and	
  select	
  a	
  solu9on	
  -­‐	
  Test	
  and	
  implement	
  the	
  solu9on	
  	
  

       Research	
  -­‐	
  Modeling	
  -­‐	
  Scenarios	
  -­‐	
  Framework	
  -­‐	
  Detailed	
  Design	
  	
  
             Prepare	
  –	
  Understand	
  –	
  Render	
  –	
  Iterate	
  –	
  Test	
  -­‐	
  Enable	
  	
  

                              Inves9gate	
  –	
  Sketch	
  –	
  Build	
  	
                                                                                 Conceive	
  –	
  Plan	
  –	
  Make	
  	
  
                                                                                            Uncover	
  -­‐	
  Define	
  -­‐	
  Ideate	
  -­‐	
  Build	
  the	
  Concept	
  –	
  Design	
  	
  
Understand	
  -­‐	
  Explore	
  -­‐	
  Ar9culate	
  –	
  Realize	
  	
   Analysis	
  -­‐	
  Design	
  -­‐	
  Implementa9on	
  –	
  Deployment	
  	
  
                                                                                 Define	
  –	
  Design	
  –	
  Guide	
  	
  
   Research	
  &	
  Analysis	
  -­‐	
  Concept	
  –	
  Design	
  -­‐	
  Develop	
  	
  
                                                                                                                                             Analyze	
  -­‐	
  Create	
  -­‐	
  Test	
  	
  
                      Ask	
  -­‐	
  Imagine	
  -­‐	
  Plan	
  -­‐	
  Create	
  –	
  Improve	
  	
  
                                                                                                            Define	
  -­‐	
  Collect	
  -­‐	
  Brainstorm	
  and	
  Analyze	
  -­‐	
  Develop	
  -­‐	
  Feedback	
  –	
  Improve	
  	
  
         Discover	
  –	
  Define	
  –	
  Develop	
  –	
  Deliver	
  	
  
       Concept	
  -­‐	
  Prototype	
  -­‐	
  Validate	
  Internally	
  -­‐	
  Test	
  Externally	
  -­‐	
  Learn	
  from	
  User	
  Behavior	
  -­‐	
  Iterate	
  	
  
       Iden9fy	
  the	
  Problem	
  -­‐	
  Iden9fy	
  Criteria	
  and	
  Constraints	
  -­‐	
  Brainstorm	
  Possible	
  Solu9ons	
  -­‐	
  Generate	
  Ideas	
  	
  -­‐	
  Explore	
  Possibili9es	
  -­‐	
  Select	
  an	
  
       Approach	
  -­‐	
  Build	
  a	
  Model	
  or	
  Prototype	
  -­‐	
  Refine	
  the	
  Design	
  	
  

                                                                                         Discovery	
  &	
  Research	
  -­‐	
  Interac9on	
  Design	
  -­‐	
  Visual	
  Design	
  –	
  Engineering	
  	
  
Think	
     Draw	
     Make	
  


                        Illustra9on:	
  Brandon	
  Baselice	
  
Think	
  
Define	
  problem	
  
Define	
  business	
  goals	
  
Research	
  users	
  
Research	
  market	
  
Conduct	
  compara9ve	
  analysis	
  
Define	
  scope	
  




                       Illustra9on:	
  Brandon	
  Baselice	
  
Draw	
  
Imagine	
  what	
  could	
  be	
  	
  
Sketch	
  &Ideate	
  	
  
Refine	
  &	
  Detail	
  
Build	
  consensus	
  
Prototype	
  
Test	
  &	
  Revise	
  




                              Illustra9on:	
  Brandon	
  Baselice	
  
Make	
  
Measure	
  
Set	
  9meline	
  &	
  milestones	
  
Build	
  
Deliver	
  
Extend	
  




                           Illustra9on:	
  Brandon	
  Baselice	
  
Think	
     Draw	
     Make	
  


                        Illustra9on:	
  Brandon	
  Baselice	
  
h>p://www.flickr.com/photos/piercepresley/69600192/	
  
When	
  process	
  chafes	
  us	
  as	
  designers	
  
it’s	
  a	
  sign	
  that	
  an	
  organiza9on	
  is	
  	
  	
  	
  	
  	
  	
  
out	
  of	
  balance	
  with	
  one	
  of	
  these	
  
three	
  key	
  ac9vi9es.	
  	
  
	
  
The	
  Organiza9on	
  




            D	
                                      D	
  

Think	
        M	
     T	
  
                                  Draw	
     T	
  
                                                             Make	
  
                               M	
  
The	
  Organiza9on	
  




            D	
                                      D	
  

Think	
        M	
     T	
  
                                  Draw	
     T	
  
                                                             Make	
  
                               M	
  
D	
  

Think	
       M	
     The	
  Organiza9on	
  




                                               h>p://www.flickr.com/photos/lauggh/443244547/in/faves-­‐74877869@N05/	
  
D	
  

Think	
       M	
          The	
  Organiza9on	
  


                           Indicators	
  
                      •    Over-­‐focus	
  on	
  data	
  &	
  proof	
  
                      •    Lack	
  of	
  focus	
  on	
  the	
  outcome	
  
                      •    Endless	
  discussions	
  about	
  strategy	
  
                      •    Sense	
  that	
  the	
  team	
  is	
  looking	
  for	
  the	
  one	
  
                           true	
  perfect	
  –	
  &	
  provable	
  –	
  answer	
  
D	
  

     Think	
       M	
     The	
  Organiza9on	
  


     Facilitates	
  Make	
                             Facilitates	
  Draw	
  
•    Create	
  project	
  plan	
                  •    Start	
  sketching!	
  
•    Create	
  brief	
  with	
  team	
            •    Keep	
  sketching!	
  
•    Publish	
  plan	
  and	
  brief	
            •    Test	
  
•    Refer	
  to	
  plan/brief	
  regularly	
     •    Refine	
  
•    Establish	
  guidelines	
  for	
  
     “Research	
  project”	
  
The	
  Organiza9on	
  




            D	
                                      D	
  

Think	
        M	
     T	
  
                                  Draw	
     T	
  
                                                             Make	
  
                               M	
  
T	
  
          Draw	
  
                     The	
  Organiza9on	
  
        M	
  




                                              E.	
  Chris9na	
  Persson	
  
T	
  
          Draw	
  
        M	
  




                     h>p://www.flickr.com/photos/richardmccoy/6379314895/	
  
T	
  
          Draw	
  
                      The	
  Organiza9on	
  
        M	
  


                      Indicators	
  
                 •    “I	
  know	
  it	
  when	
  I	
  see	
  it.”	
  
                 •    Nonchalance	
  at	
  the	
  business	
  goal	
  and	
  the	
  
                      defini9on	
  phase.	
  
                 •    Design	
  by	
  trial	
  &	
  error:	
  changing	
  
                      requirements	
  
                 •    When	
  you	
  approach	
  finishing	
  the	
  design	
  
                      asympto9cally.	
  You	
  never	
  finish	
  the	
  details.	
  
T	
  
                 Draw	
  
                            The	
  Organiza9on	
  
               M	
  


     Facilitates	
  Think	
                        Facilitates	
  Make	
  
•    Design	
  Studio	
                       •    Set	
  design	
  milestones	
  
•    Steal	
  other	
  peoples’	
             •    Capture	
  the	
  tenets	
  and	
  
     research	
                                    keep	
  referring	
  back	
  to	
  
•    Ask	
  “How	
  do	
  we	
  know	
             them	
  
     when	
  we	
  hit	
  the	
  mark?”	
     •    Introduce	
  the	
  concept	
  of	
  
•    Ask	
  “Why”	
  five	
  9mes	
                 phasing	
  
The	
  Organiza9on	
  




            D	
                                      D	
  

Think	
        M	
     T	
  
                                  Draw	
     T	
  
                                                             Make	
  
                               M	
  
D	
  

T	
  
            Make	
  
                       The	
  Organiza9on	
  




                                            h,p://www.flickr.com/photos/dukejeffrie/17764144/in/faves-­‐74877869@N05/	
  
D	
  

T	
  
            Make	
  
                            The	
  Organiza9on	
  


                            Indicators	
  
                       •    Your	
  key	
  indicator	
  is	
  when	
  they	
  are	
  focused	
  
                            on	
  produc9on,	
  and	
  don’t	
  leave	
  room	
  for	
  
                            visioning.	
  
                       •    When	
  you	
  feel	
  like	
  you’re	
  taking	
  an	
  oral-­‐
                            exam	
  on	
  what	
  you’ve	
  learned	
  up	
  to	
  that	
  
                            point,	
  and	
  are	
  learning	
  nothing	
  new.	
  
                       •    When	
  drawing	
  is	
  not	
  specula9ve	
  
                       •    There’s	
  no	
  9me	
  for	
  “what	
  if….?”	
  
D	
  

     T	
  
                 Make	
  
                            The	
  Organiza9on	
  


       Facilitates	
  Think	
                          Facilitates	
  Draw	
  
•      Collude	
  with	
  the	
  business	
       •    Don’t	
  do	
  wireframes	
  
•      Sprint	
  Zero	
  (for	
  Agile)	
         •    Create	
  a	
  mini-­‐spec	
  	
  
•      Pull	
  the	
  differen9ators	
  into	
     •    Use	
  screenshots	
  as	
  starter	
  
       a	
  separate	
  environment	
                  to	
  explore	
  ideas	
  
                                                  •    Ad-­‐hoc	
  sketch/whiteboard	
  
                                                       sessions	
  with	
  core	
  team	
  
                                                  •    Proof-­‐of-­‐Concept	
  sprints	
  
                                                       (for	
  Agile)	
  
Facilitates	
  Think	
  
•    Design	
  Studio	
  
•    Steal	
  other	
  peoples’	
  research	
  
•    Ask	
  “Why”	
  five	
  9mes	
  
•    Collude	
  with	
  the	
  business	
  
•    Ask	
  “How	
  do	
  we	
  know	
  we	
  hit	
  the	
  mark?”	
  
•    Sprint	
  Zero	
  for	
  vision	
  work	
  (Agile)	
  
•    Pull	
  the	
  market	
  differen9ators	
  into	
  a	
  
     separate	
  environment	
  
                                                                         Illustra9on:	
  Brandon	
  Baselice	
  
Facilitates	
  Draw	
  
•    Start	
  sketching	
  &	
  keep	
  sketching	
  
•    Test	
  &	
  refine	
  
•    Don’t	
  do	
  wireframes	
  
•    Mini-­‐spec	
  if	
  team	
  needs	
  some	
  guidance	
  
•    Use	
  drawing	
  to	
  elucidate	
  the	
  not	
  yet	
  ar9culated	
  needs.	
  
•    Ad-­‐hoc	
  sketch	
  sessions	
  with	
  core	
  team.	
  
•    Use	
  screenshots	
  as	
  starter	
  to	
  explore	
  ideas	
  	
  
•    Use	
  latest	
  build	
  as	
  prototype	
  to	
  test	
  implemented	
  design	
  
•    Proof-­‐of-­‐concept	
  sprint	
  to	
  enable	
  explora9on	
  (Agile)	
  
•    Pull	
  the	
  market	
  differen9ators	
  into	
  a	
  separate	
  environment	
  
Facilitates	
  Make	
  
•    Create	
  brief	
  with	
  team	
  (via	
  kick-­‐off	
  with	
  	
  	
  
     stakeholders	
  &	
  core	
  team).	
  
•    Set	
  design	
  milestones,	
  or	
  even	
  overall	
  project	
  plan	
  
•    Publish	
  plan	
  and	
  brief	
  
•    Refer	
  to	
  plan	
  and	
  brief	
  regularly	
  (to	
  counter	
  changing	
  
     requirements)	
  
•    Capture	
  the	
  tenets	
  &	
  keep	
  referring	
  to	
  them	
  
•    Introduce	
  concept	
  of	
  phasing	
  
•    Establish	
  guidelines	
  for	
  a	
  ‘research	
  project’	
  
                                                                          Illustra9on:	
  Brandon	
  Baselice	
  
Enter	
  into	
  the	
  enemy’s	
  strengths	
  	
  
in	
  order	
  to	
  defeat	
  them	
  from	
  within.	
  
                                   	
  Walter	
  Benjamin	
  




                                                     h>p://walterbenjaminportbou.cat/en/content/walter-­‐benjamin	
  
D	
  
                      Engage	
  +	
  Guide	
  =	
  Balance 	
  	
  
Think	
       M	
     .	
  .	
  .	
  start	
  with	
  their	
  strength	
  




If	
  you’re	
  expected	
  to	
  bring	
  research	
  results	
  
to	
  the	
  next	
  mee9ng,	
  bring	
  sketches	
  based	
  
on	
  those	
  research	
  results.	
  
	
  
Engage	
  +	
  Guide	
  =	
  Balance 	
  	
  
         Draw	
           .	
  .	
  .	
  start	
  with	
  their	
  strength	
  
T	
  

        M	
  




        Host	
  a	
  design	
  studio	
  to	
  gather	
  requirements	
  
        and	
  funnel	
  down	
  to	
  single	
  concept.	
  
D	
  
                                Engage	
  +	
  Guide	
  =	
  Balance 	
  	
  
T	
         Make	
              .	
  .	
  .	
  start	
  with	
  their	
  strength	
  




            Use	
  the	
  latest	
  build	
  as	
  a	
  prototype	
  and	
  put	
  
            in	
  front	
  of	
  users	
  to	
  uncover	
  user	
  needs.	
  
So	
  what	
  about	
  you?	
  
So	
  what	
  about	
  you?	
  
Are	
  you	
  a...	
  
D	
                                       D	
  

Thinker	
        M	
     T	
  
                                     Draw	
     T	
  
                                                                Make	
  
                                 M	
  
D	
                                     D	
  

Think	
        M	
     T	
  
                               Drawer	
     T	
  
                                                            Make	
  
                               M	
  
D	
                                       D	
  

Think	
        M	
     T	
  
                                   Draw	
     T	
  
                                                              Maker	
  
                               M	
  
•  When	
  you’re	
  on	
  a	
  project,	
  
   what	
  gives	
  you	
  that	
  sense	
  
   of	
  flow?	
  
•  Do	
  you	
  find	
  it	
  impossible	
  to	
  
   grasp	
  and	
  organize	
  details	
  
   un9l	
  you	
  have	
  a	
  sense	
  of	
  
   the	
  whole?	
  	
  
•  Do	
  you	
  frequently	
  feel	
  “I	
  
   don’t	
  know	
  the	
  solu9on	
  
   un9l	
  I	
  see	
  it?”	
  
•  Do	
  you	
  find	
  it	
  hard	
  to	
  act	
  
   un9l	
  you	
  know	
  the	
  dates?	
  	
  
                                                     Joan	
  Verme>e	
  
You	
  can	
  be	
  in	
  sync	
  with	
  the	
  organiza9on	
  




                and	
  get	
  sucked	
  into	
  the	
  vortex.	
  




                                                          h>p://sc6.blogspot.com/2010/04/todays-­‐quote-­‐when-­‐was-­‐this-­‐quote-­‐made.html	
  
You	
  can	
  be	
  out	
  of	
  sync	
  with	
  the	
  organiza9on	
  




                 And	
  feel	
  an	
  inordinate	
  amount	
  of	
  stress	
  




                                                                h>p://www.flickr.com/photos/photolosophybyruss/5465729022/	
  
So	
  it’s	
  good	
  to	
  know	
  where	
  you	
  sit	
  
So	
  it’s	
  good	
  to	
  know	
  where	
  you	
  fit	
  
And	
  know	
  where	
  you	
  need	
  to	
  grow.	
  
Summary	
  
•  The	
  Hate/Love	
  debate	
  
•  The	
  Intersec9on	
  
    –  Do	
  the	
  designers	
  &	
  organiza9on	
  have	
  what	
  they	
  need?	
  	
  

•  Iden9fy	
  +	
  Engage	
  +	
  Guide	
  =	
  Balance	
  
    –  Iden9fy	
  the	
  organiza9on	
  
    –  Engage	
  via	
  their	
  strength	
  
    –  Guide	
  &	
  develop	
  weak	
  design	
  muscles	
  

•  Start	
  with	
  yourself	
  
Discussion	
  
Tell	
  us	
  your	
  stories.	
  	
  	
  
What	
  remedies	
  have	
  you	
  used	
  or	
  would	
  try?	
  
What	
  struggles	
  are	
  you	
  facing?	
  
What	
  are	
  your	
  successes?	
  	
  



               E.	
  Chris9na	
  Persson	
                             Joan	
  Verme>e	
  
               chris9na@madpow.com	
                                   jayeffvee@mac.com	
  
               @chris9na_xd	
                                          @jayeffvee	
  


                                               Thanks	
  to	
  Brian	
  Ling	
  (thinkdrawmake.com,	
  Design	
  Sojourn).	
  
Sources:	
  Models	
  of	
  the	
  Design	
  Process	
  
•  Think	
  –	
  Draw	
  –	
  Make.	
  Brian	
  Ling,	
  thinkdrawmake.com,	
  Design	
  Sojourn	
  
•  Define	
  the	
  problem	
  -­‐	
  Gather	
  per9nent	
  informa9on	
  -­‐	
  Generate	
  mul9ple	
  solu9ons	
  -­‐	
  Analyze	
  and	
  select	
  a	
  solu9on	
  -­‐	
  Test	
  and	
  
   implement	
  the	
  solu9on	
  [Industry	
  Ini9a9ves	
  for	
  Science	
  and	
  Math	
  Educa9on	
  (IISME)]	
  
•  Research	
  -­‐	
  Modeling	
  -­‐	
  Scenarios	
  -­‐	
  Framework	
  -­‐	
  Detailed	
  Design	
  [Cooper's	
  descrip9on	
  of	
  their	
  process]	
  
•  Discovery	
  &	
  Research	
  -­‐	
  Interac9on	
  Design	
  -­‐	
  Visual	
  Design	
  –	
  Engineering	
  [Boxes	
  and	
  Arrows]	
  
•  Ask	
  -­‐	
  Imagine	
  -­‐	
  Plan	
  -­‐	
  Create	
  –	
  Improve	
  [EiE:	
  Engineering	
  is	
  Elementary]	
  
•  Define	
  -­‐	
  Collect	
  -­‐	
  Brainstorm	
  and	
  Analyze	
  -­‐	
  Develop	
  -­‐	
  Feedback	
  –	
  Improve	
  [Chicago	
  Architecture	
  Founda9on]	
  
•  Research	
  &	
  analysis	
  -­‐	
  Concept	
  -­‐	
  Design	
  –	
  Develop	
  [Konigi.	
  Note,	
  every	
  cycle	
  here	
  has	
  analyze	
  -­‐	
  create	
  –	
  test]	
  
•  Understand	
  -­‐	
  Explore	
  -­‐	
  Ar9culate	
  –	
  Realise	
  [Meld	
  studios]	
  
•  Analysis	
  -­‐	
  Design	
  -­‐	
  Implementa9on	
  –	
  Deployment	
  [UPA]	
  
•  Gather	
  Assump9ons	
  &	
  Requirements	
  -­‐	
  Analyze	
  Compe99on	
  -­‐	
  Understand	
  Goals	
  &	
  Tasks	
  -­‐	
  Develop	
  Personas&	
  Scenarios	
  -­‐	
  Build	
  
   Content	
  Model	
  -­‐	
  Design	
  Informa9on	
  Architecture	
  -­‐	
  Priori9ze	
  Features	
  -­‐	
  Design	
  Interac9on	
  -­‐	
  Prototypes	
  &	
  Pa>erns	
  -­‐	
  Validate	
  
   Usability.	
  [Peter	
  Merholz,	
  peterme.com	
  2002.]	
  
•  Concept	
  -­‐	
  Prototype	
  -­‐	
  Validate	
  Internally	
  -­‐	
  Test	
  Externally	
  -­‐	
  Learn	
  from	
  User	
  Behavior	
  –	
  Iterate	
  [Jeff	
  Gothelf]	
  
•  Conceive	
  -­‐	
  Plan	
  –	
  Make	
  [Richard	
  Buchanan]	
  
•  Define-­‐	
  Design	
  –	
  Guide	
  [Joan	
  Verme>e]	
  
•  Plan	
  -­‐	
  Define	
  -­‐	
  Develop	
  –	
  Extend.	
  [Russ	
  Unger]	
  
•  Prepare	
  –	
  Understand	
  –	
  Render	
  –	
  Iterate	
  –	
  Test	
  Enable[(Purite	
  Process,	
  Russ	
  Unger]	
  
•  Discover	
  –	
  Define	
  –	
  Develop	
  –	
  Deliver	
  [Bri9sh	
  Design	
  Council]	
  
•  Inves9gate	
  –	
  Sketch	
  –	
  Build	
  [Chris9na	
  Persson]	
  
•  Iden9fy	
  the	
  Problem	
  -­‐	
  Iden9fy	
  Criteria	
  and	
  Constraints	
  -­‐	
  Brainstorm	
  Possible	
  Solu9ons	
  -­‐	
  Generate	
  Ideas	
  	
  -­‐	
  Explore	
  Possibili9es	
  -­‐	
  
   Select	
  an	
  Approach	
  -­‐	
  Build	
  a	
  Model	
  or	
  Prototype	
  -­‐	
  Refine	
  the	
  Design.	
  [NASA]	
  
•  Uncover	
  -­‐	
  Define	
  -­‐	
  Ideate	
  -­‐	
  Build	
  the	
  Concept	
  –	
  Design	
  [David	
  Armano]	
  
•  Design	
  process	
  visualiza9on.	
  [David	
  Armano]	
  

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I Hate Process. I Love Process. IXD12. Christina Persson & Joan Vermette.

  • 1. I Hate Process. I Love Process Why  designers  are  divided  about  process  &  what  to  do  about  it.     Joan Vermette, @jayeffvee User Experience Consultant E. Christina Persson, @christina_xd Experience Design Director
  • 2. E.  Chris9na  Persson   Joan  Verme>e   @chris9na_xd   @jayeffvee  
  • 3. What  we’ll  talk  about   •  The  Hate/Love  debate  over  process   •  The  Intersec9on   •  How  to  create  change  in  organiza9ons  to  get  what  we  need   •  How  to  iden9fy  and  assess  our  own  orienta9on  and  skills  
  • 5. I  Hate  Process.   Kill  Bill.  Mo9on  Picture.  Directed  by  Quen9n  Taran9no.  Miramax  Films,  2003.  
  • 6. I  Hate  Process.   I  Love  Process.   Kill  Bill.  Mo9on  Picture.  Directed  by  Quen9n  Taran9no.  Miramax  Films,  2003.  
  • 7. So  what’s  the  right  answer?  
  • 8. So  what’s  the  right  answer?   It  depends.  
  • 9. So  what’s  the  right  answer?   It  depends.  .  .  .  like  anything  we  design.  
  • 10. When  7  out  of  10  Americans  were   asked  about  the  last  9me  9me  they   felt  they  “had  to  have”  a  product,       it  was  due  to  design.   Kelton  Research   Marty  Neumeier,  The  Designful  Company,  2009    
  • 11. 47%  of  “rapidly  growing”  Bri9sh   businesses  rank  design  first  among   their  key  success  factors.   Design  Council  study.     Marty  Neumeier,  The  Designful  Company,  2009    
  • 12. Plan  –  Define  -­‐-­‐  Develop  –  Extend     Gather  Assump9ons  &  Requirements  -­‐  Analyze  Compe99on  -­‐  Understand  Goals  &  Tasks  -­‐  Develop  Personas  &  Scenarios  -­‐  Build  Content  Model  -­‐   Design  Informa9on  Architecture  -­‐  Priori9ze  Features  -­‐  Design  Interac9on  –  Prototypes  &  Pa>erns  –  Validate  Usability       Define  the  problem  -­‐  Gather  per9nent  informa9on  -­‐  Generate  mul9ple  solu9ons  -­‐       Analyze  and  select  a  solu9on  -­‐  Test  and  implement  the  solu9on     Research  -­‐  Modeling  -­‐  Scenarios  -­‐  Framework  -­‐  Detailed  Design     Prepare  –  Understand  –  Render  –  Iterate  –  Test  -­‐  Enable     Inves9gate  –  Sketch  –  Build     Conceive  –  Plan  –  Make     Uncover  -­‐  Define  -­‐  Ideate  -­‐  Build  the  Concept  –  Design     Understand  -­‐  Explore  -­‐  Ar9culate  –  Realize     Analysis  -­‐  Design  -­‐  Implementa9on  –  Deployment     Define  –  Design  –  Guide     Research  &  Analysis  -­‐  Concept  –  Design  -­‐  Develop     Analyze  -­‐  Create  -­‐  Test     Ask  -­‐  Imagine  -­‐  Plan  -­‐  Create  –  Improve     Define  -­‐  Collect  -­‐  Brainstorm  and  Analyze  -­‐  Develop  -­‐  Feedback  –  Improve     Discover  –  Define  –  Develop  –  Deliver     Concept  -­‐  Prototype  -­‐  Validate  Internally  -­‐  Test  Externally  -­‐  Learn  from  User  Behavior  -­‐  Iterate     Iden9fy  the  Problem  -­‐  Iden9fy  Criteria  and  Constraints  -­‐  Brainstorm  Possible  Solu9ons  -­‐  Generate  Ideas    -­‐  Explore  Possibili9es  -­‐  Select  an   Approach  -­‐  Build  a  Model  or  Prototype  -­‐  Refine  the  Design     Discovery  &  Research  -­‐  Interac9on  Design  -­‐  Visual  Design  –  Engineering    
  • 13. Think   Draw   Make   Illustra9on:  Brandon  Baselice  
  • 14. Think   Define  problem   Define  business  goals   Research  users   Research  market   Conduct  compara9ve  analysis   Define  scope   Illustra9on:  Brandon  Baselice  
  • 15. Draw   Imagine  what  could  be     Sketch  &Ideate     Refine  &  Detail   Build  consensus   Prototype   Test  &  Revise   Illustra9on:  Brandon  Baselice  
  • 16. Make   Measure   Set  9meline  &  milestones   Build   Deliver   Extend   Illustra9on:  Brandon  Baselice  
  • 17. Think   Draw   Make   Illustra9on:  Brandon  Baselice  
  • 19. When  process  chafes  us  as  designers   it’s  a  sign  that  an  organiza9on  is               out  of  balance  with  one  of  these   three  key  ac9vi9es.      
  • 20. The  Organiza9on   D   D   Think   M   T   Draw   T   Make   M  
  • 21. The  Organiza9on   D   D   Think   M   T   Draw   T   Make   M  
  • 22. D   Think   M   The  Organiza9on   h>p://www.flickr.com/photos/lauggh/443244547/in/faves-­‐74877869@N05/  
  • 23. D   Think   M   The  Organiza9on   Indicators   •  Over-­‐focus  on  data  &  proof   •  Lack  of  focus  on  the  outcome   •  Endless  discussions  about  strategy   •  Sense  that  the  team  is  looking  for  the  one   true  perfect  –  &  provable  –  answer  
  • 24. D   Think   M   The  Organiza9on   Facilitates  Make   Facilitates  Draw   •  Create  project  plan   •  Start  sketching!   •  Create  brief  with  team   •  Keep  sketching!   •  Publish  plan  and  brief   •  Test   •  Refer  to  plan/brief  regularly   •  Refine   •  Establish  guidelines  for   “Research  project”  
  • 25. The  Organiza9on   D   D   Think   M   T   Draw   T   Make   M  
  • 26. T   Draw   The  Organiza9on   M   E.  Chris9na  Persson  
  • 27. T   Draw   M   h>p://www.flickr.com/photos/richardmccoy/6379314895/  
  • 28. T   Draw   The  Organiza9on   M   Indicators   •  “I  know  it  when  I  see  it.”   •  Nonchalance  at  the  business  goal  and  the   defini9on  phase.   •  Design  by  trial  &  error:  changing   requirements   •  When  you  approach  finishing  the  design   asympto9cally.  You  never  finish  the  details.  
  • 29. T   Draw   The  Organiza9on   M   Facilitates  Think   Facilitates  Make   •  Design  Studio   •  Set  design  milestones   •  Steal  other  peoples’   •  Capture  the  tenets  and   research   keep  referring  back  to   •  Ask  “How  do  we  know   them   when  we  hit  the  mark?”   •  Introduce  the  concept  of   •  Ask  “Why”  five  9mes   phasing  
  • 30. The  Organiza9on   D   D   Think   M   T   Draw   T   Make   M  
  • 31. D   T   Make   The  Organiza9on   h,p://www.flickr.com/photos/dukejeffrie/17764144/in/faves-­‐74877869@N05/  
  • 32. D   T   Make   The  Organiza9on   Indicators   •  Your  key  indicator  is  when  they  are  focused   on  produc9on,  and  don’t  leave  room  for   visioning.   •  When  you  feel  like  you’re  taking  an  oral-­‐ exam  on  what  you’ve  learned  up  to  that   point,  and  are  learning  nothing  new.   •  When  drawing  is  not  specula9ve   •  There’s  no  9me  for  “what  if….?”  
  • 33. D   T   Make   The  Organiza9on   Facilitates  Think   Facilitates  Draw   •  Collude  with  the  business   •  Don’t  do  wireframes   •  Sprint  Zero  (for  Agile)   •  Create  a  mini-­‐spec     •  Pull  the  differen9ators  into   •  Use  screenshots  as  starter   a  separate  environment   to  explore  ideas   •  Ad-­‐hoc  sketch/whiteboard   sessions  with  core  team   •  Proof-­‐of-­‐Concept  sprints   (for  Agile)  
  • 34. Facilitates  Think   •  Design  Studio   •  Steal  other  peoples’  research   •  Ask  “Why”  five  9mes   •  Collude  with  the  business   •  Ask  “How  do  we  know  we  hit  the  mark?”   •  Sprint  Zero  for  vision  work  (Agile)   •  Pull  the  market  differen9ators  into  a   separate  environment   Illustra9on:  Brandon  Baselice  
  • 35. Facilitates  Draw   •  Start  sketching  &  keep  sketching   •  Test  &  refine   •  Don’t  do  wireframes   •  Mini-­‐spec  if  team  needs  some  guidance   •  Use  drawing  to  elucidate  the  not  yet  ar9culated  needs.   •  Ad-­‐hoc  sketch  sessions  with  core  team.   •  Use  screenshots  as  starter  to  explore  ideas     •  Use  latest  build  as  prototype  to  test  implemented  design   •  Proof-­‐of-­‐concept  sprint  to  enable  explora9on  (Agile)   •  Pull  the  market  differen9ators  into  a  separate  environment  
  • 36. Facilitates  Make   •  Create  brief  with  team  (via  kick-­‐off  with       stakeholders  &  core  team).   •  Set  design  milestones,  or  even  overall  project  plan   •  Publish  plan  and  brief   •  Refer  to  plan  and  brief  regularly  (to  counter  changing   requirements)   •  Capture  the  tenets  &  keep  referring  to  them   •  Introduce  concept  of  phasing   •  Establish  guidelines  for  a  ‘research  project’   Illustra9on:  Brandon  Baselice  
  • 37. Enter  into  the  enemy’s  strengths     in  order  to  defeat  them  from  within.    Walter  Benjamin   h>p://walterbenjaminportbou.cat/en/content/walter-­‐benjamin  
  • 38. D   Engage  +  Guide  =  Balance     Think   M   .  .  .  start  with  their  strength   If  you’re  expected  to  bring  research  results   to  the  next  mee9ng,  bring  sketches  based   on  those  research  results.    
  • 39. Engage  +  Guide  =  Balance     Draw   .  .  .  start  with  their  strength   T   M   Host  a  design  studio  to  gather  requirements   and  funnel  down  to  single  concept.  
  • 40. D   Engage  +  Guide  =  Balance     T   Make   .  .  .  start  with  their  strength   Use  the  latest  build  as  a  prototype  and  put   in  front  of  users  to  uncover  user  needs.  
  • 41. So  what  about  you?  
  • 42. So  what  about  you?   Are  you  a...  
  • 43. D   D   Thinker   M   T   Draw   T   Make   M  
  • 44. D   D   Think   M   T   Drawer   T   Make   M  
  • 45. D   D   Think   M   T   Draw   T   Maker   M  
  • 46. •  When  you’re  on  a  project,   what  gives  you  that  sense   of  flow?   •  Do  you  find  it  impossible  to   grasp  and  organize  details   un9l  you  have  a  sense  of   the  whole?     •  Do  you  frequently  feel  “I   don’t  know  the  solu9on   un9l  I  see  it?”   •  Do  you  find  it  hard  to  act   un9l  you  know  the  dates?     Joan  Verme>e  
  • 47. You  can  be  in  sync  with  the  organiza9on   and  get  sucked  into  the  vortex.   h>p://sc6.blogspot.com/2010/04/todays-­‐quote-­‐when-­‐was-­‐this-­‐quote-­‐made.html  
  • 48. You  can  be  out  of  sync  with  the  organiza9on   And  feel  an  inordinate  amount  of  stress   h>p://www.flickr.com/photos/photolosophybyruss/5465729022/  
  • 49. So  it’s  good  to  know  where  you  sit  
  • 50. So  it’s  good  to  know  where  you  fit   And  know  where  you  need  to  grow.  
  • 51. Summary   •  The  Hate/Love  debate   •  The  Intersec9on   –  Do  the  designers  &  organiza9on  have  what  they  need?     •  Iden9fy  +  Engage  +  Guide  =  Balance   –  Iden9fy  the  organiza9on   –  Engage  via  their  strength   –  Guide  &  develop  weak  design  muscles   •  Start  with  yourself  
  • 52. Discussion   Tell  us  your  stories.       What  remedies  have  you  used  or  would  try?   What  struggles  are  you  facing?   What  are  your  successes?     E.  Chris9na  Persson   Joan  Verme>e   chris9na@madpow.com   jayeffvee@mac.com   @chris9na_xd   @jayeffvee   Thanks  to  Brian  Ling  (thinkdrawmake.com,  Design  Sojourn).  
  • 53. Sources:  Models  of  the  Design  Process   •  Think  –  Draw  –  Make.  Brian  Ling,  thinkdrawmake.com,  Design  Sojourn   •  Define  the  problem  -­‐  Gather  per9nent  informa9on  -­‐  Generate  mul9ple  solu9ons  -­‐  Analyze  and  select  a  solu9on  -­‐  Test  and   implement  the  solu9on  [Industry  Ini9a9ves  for  Science  and  Math  Educa9on  (IISME)]   •  Research  -­‐  Modeling  -­‐  Scenarios  -­‐  Framework  -­‐  Detailed  Design  [Cooper's  descrip9on  of  their  process]   •  Discovery  &  Research  -­‐  Interac9on  Design  -­‐  Visual  Design  –  Engineering  [Boxes  and  Arrows]   •  Ask  -­‐  Imagine  -­‐  Plan  -­‐  Create  –  Improve  [EiE:  Engineering  is  Elementary]   •  Define  -­‐  Collect  -­‐  Brainstorm  and  Analyze  -­‐  Develop  -­‐  Feedback  –  Improve  [Chicago  Architecture  Founda9on]   •  Research  &  analysis  -­‐  Concept  -­‐  Design  –  Develop  [Konigi.  Note,  every  cycle  here  has  analyze  -­‐  create  –  test]   •  Understand  -­‐  Explore  -­‐  Ar9culate  –  Realise  [Meld  studios]   •  Analysis  -­‐  Design  -­‐  Implementa9on  –  Deployment  [UPA]   •  Gather  Assump9ons  &  Requirements  -­‐  Analyze  Compe99on  -­‐  Understand  Goals  &  Tasks  -­‐  Develop  Personas&  Scenarios  -­‐  Build   Content  Model  -­‐  Design  Informa9on  Architecture  -­‐  Priori9ze  Features  -­‐  Design  Interac9on  -­‐  Prototypes  &  Pa>erns  -­‐  Validate   Usability.  [Peter  Merholz,  peterme.com  2002.]   •  Concept  -­‐  Prototype  -­‐  Validate  Internally  -­‐  Test  Externally  -­‐  Learn  from  User  Behavior  –  Iterate  [Jeff  Gothelf]   •  Conceive  -­‐  Plan  –  Make  [Richard  Buchanan]   •  Define-­‐  Design  –  Guide  [Joan  Verme>e]   •  Plan  -­‐  Define  -­‐  Develop  –  Extend.  [Russ  Unger]   •  Prepare  –  Understand  –  Render  –  Iterate  –  Test  Enable[(Purite  Process,  Russ  Unger]   •  Discover  –  Define  –  Develop  –  Deliver  [Bri9sh  Design  Council]   •  Inves9gate  –  Sketch  –  Build  [Chris9na  Persson]   •  Iden9fy  the  Problem  -­‐  Iden9fy  Criteria  and  Constraints  -­‐  Brainstorm  Possible  Solu9ons  -­‐  Generate  Ideas    -­‐  Explore  Possibili9es  -­‐   Select  an  Approach  -­‐  Build  a  Model  or  Prototype  -­‐  Refine  the  Design.  [NASA]   •  Uncover  -­‐  Define  -­‐  Ideate  -­‐  Build  the  Concept  –  Design  [David  Armano]   •  Design  process  visualiza9on.  [David  Armano]